JOSEPHINE GUMBINER FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: JOSEPHINE GUMBINER FOUNDATION (EIN 33-0345249)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-05-15
IRS object ID: 201901359349102415
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
Land Etc Schedule2
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-15T10:56:04-07:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	330302407	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Guzman & Gray Certified Public Accountants	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4510 E Pacific Coast Highway Suite	AddressLine1Txt
City	Long Beach	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90804	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	330345249	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JOSEPHINE S GUMBINER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JOSE	BusinessNameControlTxt
Phone	5624372882	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	333 W BROADWAY	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90802	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JULIE MEENAN	PersonNm
Person Title	Executive Dir.	PersonTitleTxt
Signature	2019-05-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARK GRAY CPA	PreparerPersonNm
PTIN	P00048565	PTIN
Phone	5624980997	PhoneNum

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$13,267,570	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$311,448	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$311,448	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$161,864	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$6,960,767	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$161,864	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$473,312	TotalRevAndExpnssAmt
Total Net Invst Incm	$473,312	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$88,029	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$88,029	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$10,380	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$10,380	OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,765	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,383	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$4,765	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$70,957	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$70,957	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$12,205	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$8,116	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$52,849	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$52,849	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$239,185	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$73,340	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$164,139	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$584,772	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$584,772	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$823,957	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$73,340	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$748,911	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$350,645	ExcessRevenueOverExpensesAmt
Net Investment Income	$399,972	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$36,466	CashBOYAmt
Cash EOY	$51,464	CashEOYAmt
Cash EOYFMV	$51,464	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$156,309	SavAndTempCashInvstBOYAmt
Prepaid Expenses EOY	$10,000	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$10,000	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$1,945,784	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$2,455,366	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$2,441,811	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$3,764,550	CorporateStockBOYAmt
Corporate Stock EOY	$4,130,586	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,638,292	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$5,368,510	CorporateBondsBOYAmt
Corporate Bonds EOY	$4,273,404	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$4,126,003	CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$37,318	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$37,318	LandBldgEquipAccumDeprecAmt
Total Assets BOY	$11,271,619	TotalAssetsBOYAmt
Total Assets EOY	$10,920,820	TotalAssetsEOYAmt
Total Assets EOYFMV	$13,267,570	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$154	OtherLiabilitiesBOYAmt
Total Liabilities BOY	$154	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$11,271,465	UnrestrictedBOYAmt
Unrestricted EOY	$10,920,820	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$11,271,465	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,920,820	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$11,271,619	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,920,820	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$11,271,465	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$350,645	ExcessRevenueOverExpensesAmt
Subtotal	$10,920,820	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$10,920,820	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200000 US TREASURY NOTE 2.125%	P	2017-06-16	2018-01-10	$198,484	$203,438	-$4,954	-$4,954
250000 INTEL CORP	P	2001-01-01	2018-01-29	$253,695	$258,020	-$4,325	-$4,325
250000 US TREASURY NOTE 1.875%	P	2017-04-12	2018-02-02	$242,070	$249,531	-$7,461	-$7,461
250000 US TREASURY NOTE 2.25%	P	2018-02-02	2018-02-05	$242,598	$240,166	$2,432	$2,432
250000 US TREASURY NOTE 2.125%	P	2018-02-05	2018-02-07	$247,637	$248,506	-$869	-$869
750 COLGATE-PALMOLIVE CO	P	2017-05-19	2018-02-15	$52,515	$56,268	-$3,753	-$3,753
1250 SPDR DOW JONES INTER	P	2018-01-01	2018-02-15	$49,416	$48,889	$527	$527
500 PAYPAL HOLDINGS INCO	P	2001-01-01	2018-02-08	$37,031	$18,130	$18,901	$18,901
200 FACEBOOK INC	P	2017-01-25	2018-02-15	$35,641	$26,259	$9,382	$9,382
250 JOHNSON & JOHNSON	P	2017-01-01	2018-02-15	$32,521	$16,070	$16,451	$16,451
150 NVIDIA CORP	P	2016-11-15	2018-02-15	$36,969	$13,085	$23,884	$23,884
1000 PAYPAL HOLDINGS INCO	P	2001-01-01	2018-02-15	$77,061	$33,404	$43,657	$43,657
250 UNION PACIFIC CORP	P	2016-11-30	2018-02-15	$33,091	$25,339	$7,752	$7,752
500 VANGUARD REAL ESTATE	P	2016-04-08	2018-02-15	$37,291	$41,864	-$4,573	-$4,573
750 STERICYCLE INC	P	2001-01-01	2018-02-23	$44,205	$41,600	$2,605	$2,605
150 NVIDIA CORP	P	2018-01-01	2018-03-02	$33,896	$21,725	$12,171	$12,171
250000 US TREASURY NOTE 2.125%	P	2018-02-07	2018-03-28	$240,625	$239,747	$878	$878
350 NVIDIA CORP	P	2016-11-15	2018-03-02	$79,091	$30,433	$48,658	$48,658
250000 US TREASURY NOTE 1.625%	P	2018-04-10	2018-04-23	$245,166	$245,967	-$801	-$801
225000 BANK OF MONTR 2.3039%	P	2013-07-17	2018-04-09	$225,000	$225,651	-$651	-$651
400 FACEBOOK INC	P	2001-01-01	2018-04-18	$66,864	$52,434	$14,430	$14,430
500 VULCAN MATERIALS COM	P	2016-06-28	2018-04-18	$58,960	$57,688	$1,272	$1,272
250000 US TREASURY NOTE 1.625%	P	2018-01-29	2018-05-29	$229,863	$230,439	-$576	-$576
250 VANGUARD FTSE EUROPE	P	2017-09-13	2018-05-29	$14,418	$14,446	-$28	-$28
200 WSDMTREE EMRG MKTS	P	2017-10-10	2018-05-29	$10,309	$9,995	$314	$314
235000 STARWOOD HTLS	P	2007-01-01	2018-05-15	$235,000	$269,734	-$34,734	-$34,734
300 ALLERGAN PLC	P	2013-10-01	2018-05-29	$45,664	$43,200	$2,464	$2,464
250 VANGUARD FTSE EUROPE	P	2017-05-19	2018-05-29	$14,418	$14,015	$403	$403
250000 US TRESURY 1.25%	P	2018-03-28	2018-06-06	$247,920	$247,803	$117	$117
200000 TIME WARNER INC	P	2018-06-12	2018-06-15	$10,750	$9,829	$921	$921
.9 AT&T	P	2018-06-12	2018-06-18	$29	$29
500 TIME WARNER INC	P	2014-05-12	2018-06-15	$26,875	$9,929	$16,946	$16,946
250000 VERIZON COMMUNICATIONS	P	2001-01-01	2018-06-21	$253,170	$259,199	-$6,029	-$6,029
250000 UST INFL IDX .625% NOTE	P	2014-11-06	2018-06-27	$265,449	$251,951	$13,498	$13,498
718 AT&T	P	2014-05-12	2018-07-05	$23,451	$23,380	$71	$71
150 SPDR GOLD SHARES	P	2008-10-14	2018-07-05	$17,853	$12,383	$5,470	$5,470
250 STARBUCKS CORP	P	2009-12-24	2018-07-05	$12,116	$2,957	$9,159	$9,159
250000 US TREASURY	P	2018-06-27	2018-08-01	$244,773	$244,428	$345	$345
932 FIERA CAPITAL EMERGING MKTS FD	P	2017-10-24	2018-08-07	$42,719	$50,000	-$7,281	-$7,281
125 BROADCOM INC	P	2018-01-01	2018-08-09	$27,145	$33,673	-$6,528	-$6,528
250 CITIGOUP INC	P	2017-09-27	2018-08-09	$18,028	$18,081	-$53	-$53
200 BROADCOM INC	P	2018-01-01	2018-08-14	$41,948	$51,048	-$9,100	-$9,100
350 LAM RESEARCH CORP	P	2018-03-07	2018-08-20	$58,661	$73,331	-$14,670	-$14,670
250000 US TREASURY NT 2%	P	2018-08-01	2018-08-20	$243,066	$241,348	$1,718	$1,718
250 ELECTRONICS ARTS INC	P	2017-06-20	2018-08-09	$31,989	$28,512	$3,477	$3,477
100 HOME DEPOT INC	P	2013-09-09	2018-08-09	$19,858	$7,327	$12,531	$12,531
250 PEPSICO INC	P	2001-01-01	2018-08-09	$28,438	$15,857	$12,581	$12,581
100 SPDR GOLD SHARES	P	2008-10-14	2018-08-09	$11,474	$8,255	$3,219	$3,219
1250 VANGUARD FTSE EUROPE	P	2001-01-01	2018-08-09	$71,548	$69,644	$1,904	$1,904
250 SPDR GOLD SHARES	P	2008-11-24	2018-08-29	$28,528	$20,219	$8,309	$8,309
250000 US TREASURY NT 1.5%	P	2018-08-20	2018-09-17	$245,244	$245,723	-$479	-$479
250 APPLIED MATERIALS	P	2017-09-27	2018-09-26	$9,633	$11,802	-$2,169	-$2,169
500 MICRON TECHNOLOGY	P	2018-03-05	2018-09-26	$22,292	$25,852	-$3,560	-$3,560
250000 TORONTO DOMINIO	P	2001-01-01	2018-09-06	$250,000	$250,196	-$196	-$196
250 CELGENE CORP CELG	P	2001-01-01	2018-09-26	$22,173	$10,425	$11,748	$11,748
250 EXXON MOBIL CORP	P	2015-11-03	2018-09-26	$21,596	$21,770	-$174	-$174
100 INTUIT INC	P	2011-12-13	2018-09-26	$22,361	$5,390	$16,971	$16,971
250 COCA COLA CO	P	2006-04-17	2018-09-26	$11,481	$5,146	$6,335	$6,335
250000 US TREASURY NT 1.5%	P	2018-05-15	2018-10-03	$245,156	$244,951	$205	$205
30 GARRETT MOTION INC	P	2018-01-01	2018-10-16	$458	$483	-$25	-$25
250 MICRON TECHNOLOGY	P	2018-03-05	2018-10-17	$10,603	$12,926	-$2,323	-$2,323
100 PIONEER NATURAL RES	P	2018-01-01	2018-10-17	$16,980	$18,470	-$1,490	-$1,490
250000 US TREASURY NT 2.875%	P	2018-10-03	2018-10-26	$248,506	$246,650	$1,856	$1,856
500 CHARLES SCHWAB CORP	P	2016-10-19	2018-10-17	$24,057	$16,346	$7,711	$7,711
250 CISCO SYSTEMS INC	P	2012-02-03	2018-10-17	$11,499	$5,033	$6,466	$6,466
250 PEPSICO INC	P	2001-01-01	2018-10-17	$27,138	$14,487	$12,651	$12,651
175 NVIDIA CORP	P	2018-08-14	2018-11-16	$29,139	$45,500	-$16,361	-$16,361
750 MICRON TECHNOLOGY	P	2018-01-01	2018-11-28	$27,788	$38,726	-$10,938	-$10,938
17 RESIDEO TECH	P	2018-02-15	2018-11-28	$330	$440	-$110	-$110
1000 BANK OF AMERICA CORP	P	2016-11-30	2018-11-28	$27,849	$20,927	$6,922	$6,922
500 CHARLES SCHWAB CORP	P	2016-09-15	2018-11-28	$22,571	$15,498	$7,073	$7,073
1000 CITIGROUP INC.	P	2001-01-01	2018-11-28	$63,762	$69,417	-$5,655	-$5,655
500 EXXON MOBILE CORP	P	2001-01-01	2018-11-28	$38,722	$37,979	$743	$743
33 RESIDEO TECH	P	2017-11-20	2018-11-28	$661	$855	-$194	-$194
250000 US TREASURY NOTE 1.375%	P	2018-09-17	2018-12-04	$233,916	$232,139	$1,777	$1,777
1000 EVERCORE INC	P	2018-10-17	2018-12-12	$76,783	$92,292	-$15,509	-$15,509
125 PIONEER NATURAL RES	P	2018-01-01	2018-12-12	$17,957	$21,374	-$3,417	-$3,417
500 ALLERGAN PLC	P	2018-01-01	2018-12-14	$73,861	$93,350	-$19,489	-$19,489
250000 US TREASURY NT 2%	P	2018-05-30	2018-12-20	$244,287	$243,750	$537	$537
175 PIONEER NATURAL RES	P	2017-02-09	2018-12-12	$25,140	$33,399	-$8,259	-$8,259
500 NXP SEMICONDUCTORS	P	2018-01-01	2018-12-24	$34,186	$53,058	-$18,872	-$18,872
286 AT&T	P	2018-06-12	2018-07-05	$9,351	$9,323	$28	$28

Field	Value	IRS element (for citing)
Capital Gain Net Income	$161,864	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$126,990	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$675,213	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$13,730,834	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.04918	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$651,550	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$13,361,532	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.04876	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$758,980	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$13,895,797	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.05462	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$804,242	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$14,273,883	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.05634	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$783,753	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$13,707,335	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.05718	DistributionYr5Rt
Total Distribution	0.266079	TotalDistributionRt
Average Distribution	0.053216	AverageDistributionRt
Net Vl Noncharitable Assets	$13,972,166	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$743,543	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$4,000	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$747,543	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$748,911	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$4,000	InvestmentIncomeExciseTaxAmt
Subtotal	$4,000	SubtotalAmt
Tax Based On Investment Income	$4,000	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$14,000	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$14,000	TotalPaymentsAndCreditsAmt
Overpayment	$10,000	OverpaymentAmt
Applied To ES Tax	$10,000	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	JSGF.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	EXECUTIVE DIRECTOR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5624372882	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 W BROADWAY STE 312	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90802	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
ALIS GUMBINER
333 W BROADWAY STE 312	LONG BEACH	CA	90802	CFO	1.00	$0
DENNIS ROCKWAY
333 W BROADWAY STE 312	LONG BEACH	CA	90802	Director	1.00	$750
ALEX NORMAN
333 W BROADWAY STE 312	LONG BEACH	CA	90802	Director	1.00	$750
BURKE GUMBINER
333 W BROADWAY STE 312	LONG BEACH	CA	90802	Vice President	1.00	$0
LEE GUMBINER
333 W BROADWAY STE 312	LONG BEACH	CA	90802	President	1.00	$0
JULIE MEENAN
333 W BROADWAY STE 312	LONG BEACH	CA	90802	Executive Dir.	40.00	$85,779
LYNN SHAW
333 W BROADWAY STE 312	LONG BEACH	CA	90802	Director	1.00	$750

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COVINGTON CAPITAL MANAGEMENT	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	601 S FIGUEROA ST STE 2000	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	900175726	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT ADVISORY	ServiceTypeTxt
Compensation	$70,957	CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$14,096,582	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$88,358	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$14,184,940	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$14,184,940	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$212,774	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$13,972,166	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$698,608	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$698,608	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,000	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,000	TotalTaxAmt
Distributable Before Adj	$694,608	DistributableBeforeAdjAmt
Distributable Before Ded	$694,608	DistributableBeforeDedAmt
Distributable As Adjusted	$694,608	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$748,911	ExpensesAndContributionsAmt
Qualifying Distributions	$748,911	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$4,000	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$744,911	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$694,608	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$111,842	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$100,588	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$74,916	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$2,305	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$289,651	TotalExcessDistributionCyovAmt
Qualifying Distributions	$748,911	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$694,608	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$54,303	RemainingDistriFromCorpusAmt
Total Corpus	$343,954	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$111,842	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$232,112	ExcessDistriCyovToNextYrAmt
Excess From Year4	$100,588	ExcessFromYear4Amt
Excess From Year3	$74,916	ExcessFromYear3Amt
Excess From Year1	$2,305	ExcessFromYear1Amt
Excess From Current Year	$54,303	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JOSEPHINE S GUMBINER FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 W BROADWAY STE 312	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	908024438	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	5624374212	RecipientPhoneNum
Form And Info And Materials	SEE STATEMENT #12	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE-BOARD MEETINGS QUARTERLY TO CONSIDER NEW FUNDING.	SubmissionDeadlinesTxt
Restrictions On Awards	PREFERENCE WILL BE GIVEN TO 501(C)(3) ORGANIZATIONS INVOLVED IN PROGRAMS FOR PROTECTING AND ENRICHING THE LIVES OF WOMEN AND CHILDREN IN THE LONG BEACH AREA OF SOUTHERN CALIFORNIA, AND PARTICULARLY PROGRAMS FOCUSING ON DAY CARE, EDUCATION, HOUSING, RECREATION, THE ARTS AND HEALTH CARE. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS, POLITICAL CAMPAIGNS, LOBBYING EFFORTS OR ANY ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, SEXUAL ORIENTATION OR NATIONAL ORIGIN.THE FOUNDATION IS PRIMARILY INTERESTED IN AWARDING GRANTS IN AMOUNTS UP TO $50,000. FOR GRANTS OF $25,000 OR MORE, THE FOUNDATION MAY ELECT TO DISTRIBUTE THE DESIGNATED FUNDS IN A SERIES OF PAYMENTS OVER THE LIFE OF THE PROJECT.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AQUARIUM OF THE PACIFIC
321 GOLDEN SHORE STE 150	LONG BEACH	CA	90803	NONE	PC	GENERAL DONATION	$5,000
LONG BEACH MUSEUM OF ART
2300 EAST OCEAN BLVD	LONG BEACH	CA	90803	NONE	PC	GENERAL DONATION	$5,000
LONG BEACH SYMPHONY ORCHESTRA
555 E OCEAN BLVD 106	LONG BEACH	CA	90802	NONE	PC	GENERAL DONATION	$5,755
MUSEUM OF LATIN AMERICAN ART
628 ALAMITOS AVENUE	LONG BEACH	CA	90802	NONE	PC	GENERAL DONATION	$10,000
BAKER FOUNDATION
1230 E WARDLOW RD	LONG BEACH	CA	90807	NONE	PC	GENERAL DONATION	$5,000
CSULB
1250 BELLFLOWER BLVD	LONG BEACH	CA	90840	NONE	PC	GENERAL DONATION	$2,500
LONG BEACH PLAYHOUSE
5021 E ANAHEIM STREET	LONG BEACH	CA	90804	NONE	PC	GENERAL DONATION	$5,000
RANCHO LOS CERRITOS
4600 N VIRGINIA ROAD	LONG BEACH	CA	90807	NONE	PC	GENERAL DONATION	$2,500
SHARED SCIENCE
5318 E 2ND STREET 602	LONG BEACH	CA	90803	NONE	PC	GENERAL DONATION	$5,000
SUCCESS IN CHALLENGES
5239 ATLANTIC AVENUE	LONG BEACH	CA	90805	NONE	PC	GENERAL DONATION	$5,000
CASA YOUTH SHELTER
10911 REAGAN STREET	LOS ALAMITOS	CA	90720	NONE	PC	GENERAL DONATION	$10,000
LONG BEACH COMMUNITY ACTION PARTNER
3012 LONG BEACH BLVD	LONG BEACH	CA	90807	NONE	PC	GENERAL DONATION	$5,000
LONG BEACH RESIDENTS EMPOWERED
23532 CALABASAS RD STE 1	CALABASAS	CA	91302	NONE	PC	GENERAL DONATION	$25,000
URBAN COMMUNITY OUTREACH
241 CEDAR AVENUE	LONG BEACH	CA	90802	NONE	PC	GENERAL DONATION	$15,000
WINTER
3655 S GRAND AVENUE 210	LOS ANGELES	CA	90007	NONE	PC	GENERAL DONATION	$5,000
WOMEN SHELTER OF LONG BEACH
PO BOX 32107	LONG BEACH	CA	90832	NONE	PC	GENERAL DONATION	$11,000
THE LONG BEACH NONPROFIT PARTNERSHI
4900 E CONANT ST STE 0-2	LONG BEACH	CA	90808	NONE	PC	GENERAL DONATION	$20,625
CALIFORNIA ASSOCIATION OF NONPROFIT
1500 41ST AVENUE STE 280	CAPITOLA	CA	95010	NONE	PC	GENERAL DONATION	$1,500
DRAMATIC RESULTS
3310 LIME AVENUE	SIGNAL HILL	CA	90755	NONE	PC	GENERAL DONATION	$1,000
ABILITY FIRST
3770 E WILLOW STREET	LONG BEACH	CA	90815	NONE	PC	GENERAL DONATION	$20,000
BOY SCOUTS OF AMERICA
3635 LONG BEACH BLVD	LONG BEACH	CA	90807	NONE	PC	GENERAL DONATION	$10,000
BOYS GIRLS CLUBS
3635 LONG BEACH BLVD	LONG BEACH	CA	90807	NONE	PC	GENERAL DONATION	$15,000
CATHOLIC CHARITIES SEATON HOME
202 W FRENCH PLACE	SAN ANTONIO	TX	78212	NONE	PC	GENERAL DONATION	$20,000
CENTRAL NEIGHBORHOOD HEALTH FDN
711 E VIA WANDA AVE	LONG BEACH	CA	90805	NONE	PC	GENERAL DONATION	$15,000
CHRISTIAN OUTREACH IN ACTION
515 E 3RD STREET	LONG BEACH	CA	90802	NONE	PC	GENERAL DONATION	$15,000
COMPREHENSIVE CHILD DEVELOPMENT
2545 PACIFIC AVENUE	LONG BEACH	CA	90806	NONE	PC	GENERAL DONATION	$20,000
EDUCATION EQUALS OPPORTUNITY
180 E OCEAN BLVD STE 650C	LONG BEACH	CA	90802	NONE	PC	GENERAL DONATION	$10,000
FOOD FINDERS
2301 E 28TH STREET STE 303	SIGNAL HILL	CA	90755	NONE	PC	GENERAL DONATION	$25,000
FOR THE CHILD
4656 CALIFORNIA AVE	LONG BEACH	CA	90807	NONE	PC	GENERAL DONATION	$20,000
HELP ME HELP YOU
PO BOX 32861	LONG BEACH	CA	90832	NONE	PC	GENERAL DONATION	$15,000
HELPLINE YOUTH COUNSELING
14181 TELEGRAPH RD	WHITTIER	CA	90604	NONE	PC	GENERAL DONATION	$10,000
JEWISH FAMILY CHILDREN'S SERVICES
3801 E WILLOW STREET	LONG BEACH	CA	90815	NONE	PC	GENERAL DONATION	$20,000
LONG BEACH CITY COLLEGE
1305 EAST PACIFIC COAST HWY	LONG BEACH	CA	90806	NONE	PC	GENERAL DONATION	$15,000
LONG BEACH DAY NURSERY
1548 CHESTNUT AVE	LONG BEACH	CA	90813	NONE	PC	GENERAL DONATION	$12,500
MEALS ON WHEELS
317 TERMINO AVE	LONG BEACH	CA	90814	NONE	PC	GENERAL DONATION	$12,500
NEW LIFE BEGINNINGS
835 E 6TH STREET	LONG BEACH	CA	90802	NONE	PC	GENERAL DONATION	$13,000
PEDIATRIC THERAPY NETWORK
1406 OBISPO AVE	LONG BEACH	CA	90804	NONE	PC	GENERAL DONATION	$10,000
PLANNED PARENTHOOD
400 W 30TH STREET	LOS ANGELES	CA	90007	NONE	PC	GENERAL DONATION	$25,000
POWER 4 YOUTH
607 E 3RD STREET	LONG BEACH	CA	90802	NONE	PC	GENERAL DONATION	$15,000
RISING TIDE
607 E 3RD STREET	LONG BEACH	CA	90802	NONE	PC	GENERAL DONATION	$15,000
SHELTER PARTNERSHIP
523 WEST SIXTH STREET STE 616	LOS ANGELES	CA	90014	NONE	PC	GENERAL DONATION	$20,000
STROKE SUPPORT ASSOCIATION
3759 ORANGE AVE	LONG BEACH	CA	90807	NONE	PC	GENERAL DONATION	$6,000
SU CASA
3840 WOODRUFF AVE STE 203	LONG BEACH	CA	90808	NONE	PC	GENERAL DONATION	$15,000
US VETS - LONG BEACH
2001 RIVER AVENUE	LONG BEACH	CA	90810	NONE	PC	GENERAL DONATION	$20,000
UNITED CAMBODIAN COMMUNITY
2201 E ANAHEIM AVE 200	LONG BEACH	CA	90804	NONE	PC	GENERAL DONATION	$20,000
YOUNG HORIZONS
501 ATLANTIC AVE	LONG BEACH	CA	90802	NONE	PC	GENERAL DONATION	$20,000
MISC SMALL GRANTS-VARIOUS ORGANIZAT
333 W BROADWAY 312	LONG BEACH	CA	90802	NONE	PC	GENERAL DONATION	$5,892

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$584,772	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$311,448	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$161,864	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$473,312	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$473,312	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$4,765	Amt
Net Investment Income	$2,383	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$4,765	DisbursementsCharitablePrpsAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt
Furniture and Fixtures	$3,263	$3,263
Machinery and Equipment	$30,325	$30,325
Miscellaneous	$3,730	$3,730

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ASSOC,MEMBERSHIPS AND DUES	$1,100	$1,100
BOOKS, SUBSCRIPTIONS & POSTAGE	$498	$498
EDUCATION/CONFERENCES/TRAVEL	$22,391	$22,391
EMPLOYEE BENEFITS	$5,942	$5,942
INSURANCE	$3,568	$3,568
MEETINGS & CONFERENCES	$2,390	$2,390
MILEAGE & PARKING	$1,013	$1,013
OFFICE EXPENSES	$305	$305
PAYROLL SERVICE FEES	$1,502	$1,502
RENT/PARKING/UTILITIES	$12,000	$12,000
SUPPLIES, EQUP & MAINT	$1,412	$1,412
TELEPHONE EXPENSES	$1,478	$1,478
WEBSITE EXPENSES	-$750	-$750

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	FINANCIAL MGMT FEE	CategoryTxt
Amt	$70,957	Amt
Net Investment Income	$70,957	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EMPLOYER PAYROLL TAXES	$8,116	$8,116
FEDERAL EXCISE TAXES & STATE TAX	$4,089