JACQUELYN BOGUE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JACQUELYN BOGUE FOUNDATION (EIN 83-0408666)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-24
- IRS object ID
- 201902979349100715
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-24T19:05:45-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453269313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YH ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5882 BOLSA AVENUE SUITE 100 | AddressLine1Txt |
| City | HUNTINGTON BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92649 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830408666 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACQUELYN BOGUE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACQ | BusinessNameControlTxt |
| Phone | 7149644886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18030 BROOKHURST NO 571 | AddressLine1Txt |
| City | FOUNTAIN VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92708 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA S BORDERS LCSW | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 7149644883 | PhoneNum |
| Signature | 2019-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 3109822803 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.98.172.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-14 | IPDt |
| IP Tm | 08:52:58 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8D41E095EAD67939B2FD5C6002F5FD7099228674 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CF83E5C490003369155472C97745BD4117DF37AD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $568,141 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,519 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,390 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,721 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,772 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,772 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,910 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $505 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $745 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,882 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,455 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,455 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,319 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,170 | CashBOYAmt |
| Cash EOY | $9,479 | CashEOYAmt |
| Cash EOYFMV | $9,479 | CashEOYFMVAmt |
| Corporate Stock BOY | $605,247 | CorporateStockBOYAmt |
| Corporate Stock EOY | $558,662 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $558,662 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $625,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $568,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $568,141 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $420 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $227 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $420 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $227 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $624,997 | RetainedEarningBOYAmt |
| Retained Earning EOY | $567,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $624,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $567,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $625,417 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $568,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $624,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $617,219 | SubtotalAmt |
| Other Decreases | $49,305 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $567,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $24,971 | $22,129 | $2,842 | $2,842 |
| CAPITAL GAINS | P | $2,548 | $2,548 | $2,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,390 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,486 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $542,603 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054342 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,071 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $600,980 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045045 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,811 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $640,310 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049681 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,193 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $672,722 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055287 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,789 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $683,376 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050908 | DistributionYr5Rt |
| Total Distribution | 0.255263 | TotalDistributionRt |
| Average Distribution | 0.051053 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $606,145 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,946 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $203 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,149 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,337 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $406 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $406 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $195 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $445 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39 | OverpaymentAmt |
| Applied To ES Tax | $39 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JBOGUEFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7149644886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18030 BROOKHURST NO 571 | AddressLine1Txt |
| City | FOUNTAIN VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA S BORDERS LCSW LMFT | ||||||||
| 18030 BROOKHURST STE 571 | FOUNTAIN VALLEY | CA | 92708 | PRESIDENT/CEO | 20.00 | $0 | $0 | $0 |
| ANDREW CARNEY MBA | ||||||||
| 18030 BROOKHURST STE 571 | FOUNTAIN VALLEY | CA | 92708 | TREASURER | 1.00 | $0 | $0 | $0 |
| DIANA EASTIN | ||||||||
| 18030 BROOKHURST STE 571 | FOUNTAIN VALLEY | CA | 92708 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| EDNA REGAN | ||||||||
| 18030 BROOKHURST STE 571 | FOUNTAIN VALLEY | CA | 92708 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $594,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,297 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $615,376 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $615,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,231 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $606,145 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $406 | TotalTaxAmt |
| Distributable Before Adj | $29,901 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,901 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,337 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,337 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,901 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,755 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,755 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,582 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $27,319 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDA S BORDERS LCSW LMFT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18030 BROOKHURST STREET 571 | AddressLine1Txt |
| City | FOUNTAIN VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7149644886 | RecipientPhoneNum |
| Recipient Email Address | BORDERSLS@AOL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANTEES MAY VISIT WWW.JBOGUEFOUNDATION.COM AND CLICK ON "FUNDING GRANTS" FOR INFORMATION ON THE GRANT APPLICATION PROCESS. TO SUBMIT A REQUEST, GRANTEES WILL USE "JBF GRANT APPLICATION: REQUEST FOR PROPOSAL," WHICH WILL BE PROVIDED BY THE FOUNDATION UPON INQUIRY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE SEE WWW.JBOGUEFOUNDATION.COM FOR GRANT CYCLE DEADLINES OR CONTACT THE FOUNDATION. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANTEE APPLICATIONS MUST SHARE THE SAME CHARITABLE PURPOSE OF THE FOUNDATION: SUICIDE PREVENTION, INTERVENTION AND/OR POST-VENTION IN ORANGE COUNTY, CA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET - 29TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $6,305 |
| OC COMMUNITY FOUNDATION | |||||||
| 4041 MACARTHUR BLVD 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $16,650 |
| WITH HOPE AMBER CRAIG FOUNDATION | |||||||
| PO BOX 550 | PLACENTIA | CA | 92871 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,455 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,331 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,721 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,721 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,416.837 SHRS COHEN & STEERS REAL ESTATE SECURITIES | $33,086 | $33,086 |
| 3,066.177 SHRS COLUMBIA EMERGING MRTKS BOND FD | $32,072 | $32,072 |
| 3,770.941 SHRS EATON VANCE FLOATING RATE HI INC | $34,014 | $34,014 |
| 3,770.941 SHRS EATON VANCE SHT DUR STRATEGIC INC | $51,182 | $51,182 |
| 1,494.892 SHRS EATON VANCE DIVERSFD CURRENCY INCOME | $12,751 | $12,751 |
| 1,703.219 SHRS GLOBAL X FDS GLOBAL X SUPERDIV | $29,125 | $29,125 |
| 248.845 SHRS ISHARES RUSSELL 1000 GROWTH | $32,576 | $32,576 |
| 491.021 SHRS ISHARES RUSSELL 1000 VALUE | $54,528 | $54,528 |
| 1,279.731 SHRS IVY INTERNATIONAL CORE EQUITY | $19,618 | $19,618 |
| 5,410.338 SHRS LOOMIS SAYLES INVST GRADE BOND | $58,269 | $58,269 |
| 2,571.996 SHRS LORD ABBETT CONVERTIBLE FD | $30,375 | $30,375 |
| 1,908.408 SHRS NUVEEN PREFERRED SECS AND INC | $30,096 | $30,096 |
| 3,292.158 SHRS IVY HIGH INCOME | $22,650 | $22,650 |
| 6,006.472 SHRS TCW TOTAL RETURN BOND CLASS | $58,023 | $58,023 |
| 809.247 SHRS VANGUARD INFLATION PROCTED SEC ADM | $19,810 | $19,810 |
| 4,064.9140 HINES GLOBAL INCOME TRUST INC | $40,487 | $40,487 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $49,305 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $549 | $0 | $0 |
| WEBSITE EXPENSE | $444 | $200 | $200 |
| MISCELLANEOUS | $387 | $174 | $174 |
| OFFICE EXPENSE | $290 | $131 | $131 |
| PROMOTIONAL EXPENSE | $240 | $0 | $240 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $420 | BOYBookValueAmt |
| EOY Book Value | $227 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,772 | Amt |
| Net Investment Income | $5,772 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND FILING FEES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |