JOSEPHINE GUMBINER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE GUMBINER FOUNDATION (EIN 33-0345249)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201831359349102453
- Schema version
- 2017v2.2
- 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 | 2018-05-15T10:17:48-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-15 | 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 | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,214,384 | 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 | $328,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $328,297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $423,666 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,557,056 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $423,666 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $751,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $751,963 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,774 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,774 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $16,499 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $16,499 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,694 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,775 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,561 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,561 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,797 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $7,058 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $33,322 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $226,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $144,428 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $530,785 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $530,785 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $757,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $675,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $681,708 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,791 | CashBOYAmt |
| Cash EOY | $36,466 | CashEOYAmt |
| Cash EOYFMV | $36,466 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $431,853 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,309 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,579,768 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,945,784 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,945,779 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,724,945 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,764,550 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,794,476 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,486,351 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,368,510 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,281,354 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $37,318 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,318 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $11,279,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,271,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,214,384 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,693 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $154 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $154 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,277,015 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,271,465 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,277,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,271,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,279,708 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,271,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,277,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,550 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,271,465 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,271,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (67 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200000 US TREAS NT 1.625% 2/26 | P | 2016-11-18 | 2017-01-12 | $188,758 | $188,164 | $594 | $594 |
| 200000 US TRES NT 1.75% 5/22 | P | 2017-01-12 | 2017-01-19 | $197,000 | $198,070 | -$1,070 | -$1,070 |
| 225000 MORGAN STANLEY 5.45% | P | 2001-01-01 | 2017-01-09 | $225,000 | $233,531 | -$8,531 | -$8,531 |
| 225000 US TREAS NT 1.625% 5/26 | P | 2017-01-19 | 2017-02-08 | $212,054 | $209,435 | $2,619 | $2,619 |
| 225000 US TREAS NT .75% 1/18 | P | 2017-02-03 | 2017-02-13 | $224,745 | $224,789 | -$44 | -$44 |
| 225000 KINDER MORGAN ENERG | P | 2001-01-01 | 2017-02-01 | $225,000 | $247,101 | -$22,101 | -$22,101 |
| 225000 US TREAS NT 1.875% 5/22 | P | 2017-02-08 | 2017-03-08 | $221,713 | $224,913 | -$3,200 | -$3,200 |
| 225000 US TREAS NT 1.5% 8/26 | P | 2017-03-08 | 2017-03-21 | $207,396 | $204,856 | $2,540 | $2,540 |
| 1000 V C A INC | P | 2016-12-29 | 2017-03-28 | $91,512 | $68,466 | $23,046 | $23,046 |
| 250 ISHARES RUSSELL 2000 | P | 2006-04-20 | 2017-03-28 | $33,758 | $19,228 | $14,530 | $14,530 |
| 225000 US TREAS NT 1.625% 2/26 | P | 2017-01-01 | 2017-04-12 | $213,680 | $209,646 | $4,034 | $4,034 |
| 750 ANADARKO PETROLEUM CORP | P | 2017-01-01 | 2017-04-25 | $44,722 | $49,369 | -$4,647 | -$4,647 |
| 250 ACCENTURE PLC CL A | P | 2008-10-10 | 2017-04-25 | $29,949 | $7,449 | $22,500 | $22,500 |
| 500 CHARLES SCHWAB CORP | P | 2013-06-20 | 2017-04-25 | $19,797 | $10,459 | $9,338 | $9,338 |
| 1000 GENERAL ELECTRIC CO | P | 2001-01-01 | 2017-04-25 | $29,498 | $22,712 | $6,786 | $6,786 |
| 250 SCHLUMBERGER LTD | P | 2015-11-03 | 2017-04-25 | $18,456 | $20,311 | -$1,855 | -$1,855 |
| 750 ANADARKO PETROLEUM CORP | P | 2016-09-21 | 2017-04-26 | $45,259 | $45,820 | -$561 | -$561 |
| 500 FIRST REPUBLIC BANK | P | 2001-01-01 | 2017-05-12 | $44,868 | $24,012 | $20,856 | $20,856 |
| 500 CHARLES SCHWAB CORP | P | 2013-06-20 | 2017-05-19 | $19,287 | $10,459 | $8,828 | $8,828 |
| 500 GENERAL ELECTRIC CO | P | 2012-08-07 | 2017-05-19 | $14,007 | $10,594 | $3,413 | $3,413 |
| 250 ISHARES RUSSELL MID CAP ETF | P | 2006-04-20 | 2017-05-19 | $47,084 | $24,030 | $23,054 | $23,054 |
| 500 ISHARES RUSSELL 2000 | P | 2001-01-01 | 2017-05-19 | $67,976 | $38,338 | $29,638 | $29,638 |
| 500 MICROSOFT CORP | P | 2001-01-01 | 2017-05-19 | $33,932 | $20,464 | $13,468 | $13,468 |
| 1000 WELLS FARGO BK | P | 2012-03-16 | 2017-05-19 | $53,009 | $33,802 | $19,207 | $19,207 |
| 225000 UST INFL IDX .625% NOTE | P | 2016-11-14 | 2017-06-14 | $236,509 | $233,140 | $3,369 | $3,369 |
| 250000 US TREAS NT 1.5% 5/20 | P | 2017-01-01 | 2017-06-29 | $249,707 | $249,320 | $387 | $387 |
| 250000 FORD MOTOR CREDIT | P | 2014-02-11 | 2017-06-12 | $250,000 | $260,190 | -$10,190 | -$10,190 |
| 750 NXP SEMICONDUCTORS | P | 2015-02-06 | 2017-06-20 | $81,926 | $60,514 | $21,412 | $21,412 |
| 250 QUALCOMM INC | P | 2009-06-04 | 2017-06-20 | $14,131 | $11,262 | $2,869 | $2,869 |
| 100 ISHARES RUSSELL MID CAP ETF | P | 2006-04-20 | 2017-07-06 | $19,058 | $9,612 | $9,446 | $9,446 |
| 100 ISHARES RUSSELL 2000 | P | 2006-05-11 | 2017-07-06 | $14,001 | $7,638 | $6,363 | $6,363 |
| 250 QUALCOMM INC | P | 2009-06-04 | 2017-07-06 | $13,756 | $11,262 | $2,494 | $2,494 |
| 500 CHARLES SCHWAB CORP | P | 2013-01-29 | 2017-07-12 | $21,502 | $8,238 | $13,264 | $13,264 |
| 250 COCA COLA CO | P | 2001-01-01 | 2017-07-24 | $11,216 | $5,170 | $6,046 | $6,046 |
| 500 GENERAL ELECTRIC CO | P | 2008-11-04 | 2017-07-24 | $12,752 | $10,313 | $2,439 | $2,439 |
| 250 WALT DISNEY CO | P | 2008-10-13 | 2017-07-24 | $26,763 | $6,275 | $20,488 | $20,488 |
| 250 WELLS FARGO BK NA | P | 2012-03-16 | 2017-07-24 | $13,538 | $8,451 | $5,087 | $5,087 |
| 250000 US TREAS NT 2.125% | P | 2017-06-29 | 2017-08-29 | $251,992 | $249,297 | $2,695 | $2,695 |
| 750 WELLS FARGO BK | P | 2012-03-16 | 2017-07-27 | $41,145 | $25,351 | $15,794 | $15,794 |
| 250000 AMAZON COM INC | P | 2016-02-24 | 2017-08-23 | $261,423 | $263,385 | -$1,962 | -$1,962 |
| 15 PRICELINE GROUP | P | 2017-09-18 | 2017-11-07 | $25,929 | $27,954 | -$2,025 | -$2,025 |
| 2000 GENERAL ELECTRIC CO | P | 2017-01-01 | 2017-11-20 | $35,914 | $32,519 | $3,395 | $3,395 |
| 750 SCHLUMBERGER LTD | P | 2017-01-01 | 2017-11-20 | $46,291 | $43,475 | $2,816 | $2,816 |
| 250000 US TREAS NT 1.75% 11/21 | P | 2017-08-29 | 2017-10-25 | $248,145 | $251,211 | -$3,066 | -$3,066 |
| 100 ISHARES RUSSELL MID CAP ETF | P | 2006-04-20 | 2017-10-19 | $19,930 | $9,612 | $10,318 | $10,318 |
| 100 NEXTERA ENERGY INC | P | 2011-08-16 | 2017-10-19 | $15,383 | $5,469 | $9,914 | $9,914 |
| 250 TIME WARNER INC | P | 2014-05-12 | 2017-10-19 | $25,575 | $16,655 | $8,920 | $8,920 |
| 100 ALLERGAN PLC | P | 2016-04-06 | 2017-10-24 | $18,307 | $24,416 | -$6,109 | -$6,109 |
| 100 APPLE INC | P | 2001-01-01 | 2017-10-24 | $15,680 | $1,260 | $14,420 | $14,420 |
| 250 CELGENE CORP CELG | P | 2013-03-01 | 2017-10-24 | $30,089 | $13,222 | $16,867 | $16,867 |
| 250000 US TREASURY BILL | P | 2017-09-07 | 2017-09-13 | $248,627 | $248,592 | $35 | $35 |
| 50 NVIDIA CORP | P | 2017-08-18 | 2017-09-18 | $9,463 | $8,104 | $1,359 | $1,359 |
| 250000 US TREASURY NT 2% | P | 2017-01-01 | 2017-09-28 | $252,109 | $251,340 | $769 | $769 |
| 225000 BANK OF AMERICA CORP | P | 2015-10-05 | 2017-09-01 | $225,000 | $242,831 | -$17,831 | -$17,831 |
| 150 ISHARES RUSSELL 2000 | P | 2006-05-11 | 2017-09-13 | $21,294 | $11,457 | $9,837 | $9,837 |
| 1000 VERISK ANALYTICS INC CLA | P | 2001-01-01 | 2017-09-13 | $81,755 | $75,633 | $6,122 | $6,122 |
| 150 APPLE INC | P | 2008-10-24 | 2017-09-18 | $23,962 | $2,048 | $21,914 | $21,914 |
| 250 CISCO SYSTEMS INC | P | 2012-02-03 | 2017-09-18 | $8,141 | $5,034 | $3,107 | $3,107 |
| 250 GENERAL ELECTRIC CO | P | 2008-10-31 | 2017-09-18 | $6,051 | $4,930 | $1,121 | $1,121 |
| 250 INTEL CORP | P | 2008-07-02 | 2017-09-18 | $9,306 | $5,278 | $4,028 | $4,028 |
| 200 ISHARES RUSSELL MID CAP ETF | P | 2006-04-20 | 2017-09-18 | $39,150 | $19,224 | $19,926 | $19,926 |
| 250 SCHLUMBERGER LTD | P | 2008-10-13 | 2017-09-18 | $16,898 | $15,282 | $1,616 | $1,616 |
| 250 VANGUARD REIT ETF VNQ | P | 2016-04-08 | 2017-09-18 | $21,203 | $20,627 | $576 | $576 |
| 250 WALT DISNEY CO | P | 2008-10-29 | 2017-09-18 | $24,435 | $5,985 | $18,450 | $18,450 |
| 750 GENERAL ELECTRIC CO | P | 2008-10-31 | 2017-09-27 | $18,538 | $14,790 | $3,748 | $3,748 |
| 750 NIKE INC CLASS B | P | 2008-06-26 | 2017-09-27 | $38,805 | $11,006 | $27,799 | $27,799 |
| Capital Gain Dividends | $3,197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $423,666 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $33,045 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $651,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,361,532 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04876 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $758,980 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,895,797 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05462 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $804,242 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,273,883 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05634 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $783,753 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,707,335 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05718 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $797,065 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,507,583 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05901 | DistributionYr5Rt |
| Total Distribution | 0.275913 | TotalDistributionRt |
| Average Distribution | 0.055183 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,730,834 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $757,709 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,817 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $764,526 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $675,213 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,634 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,634 | SubtotalAmt |
| Tax Based On Investment Income | $13,634 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,480 | TotalPaymentsAndCreditsAmt |
| Tax Due | $154 | TaxDueAmt |
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 |
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 | $1,000 |
| ALEX NORMAN | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Director | 1.00 | $1,000 |
| 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. | 30.00 | $76,524 |
| LYNN SHAW | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Director | 1.00 | $1,000 |
| 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 | $68,561 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,829,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,939,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $13,939,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,730,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $686,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $686,542 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,634 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,634 | TotalTaxAmt |
| Distributable Before Adj | $672,908 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $672,908 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $672,908 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $675,213 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $675,213 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $675,213 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $672,908 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $134,310 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,842 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $100,588 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,916 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $421,656 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $675,213 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $672,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,305 | RemainingDistriFromCorpusAmt |
| Total Corpus | $423,961 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $134,310 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $289,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,842 | ExcessFromYear4Amt |
| Excess From Year3 | $100,588 | ExcessFromYear3Amt |
| Excess From Year2 | $74,916 | ExcessFromYear2Amt |
| Excess From Current Year | $2,305 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 13 FOR A DETAIL LISTING | BusinessNameLine1Txt |
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 | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | EOF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL DONATION | GrantOrContributionPurposeTxt |
| Amt | $530,785 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $530,785 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $328,297 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $423,666 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $328,297 | ExclusionAmt |
| Related Or Exempt Function Incm | $423,666 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $751,963 | 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 | $6,775 | Amt |
| Net Investment Income | $1,694 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,775 | 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 (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ASSOC,MEMBERSHIPS AND DUES | $2,590 | $2,590 |
| BOOKS, SUBSCRIPTIONS & POSTAGE | $499 | $499 |
| EDUCATION/CONFERENCES/TRAVEL | $223 | $223 |
| INSURANCE | $3,424 | $3,424 |
| MEETINGS & CONFERENCES | $1,858 | $1,858 |
| MILEAGE & PARKING | $1,928 | $1,928 |
| OFFICE EXPENSES | $230 | $230 |
| PAYROLL SERVICE FEES | $1,422 | $1,422 |
| RENT/PARKING/UTILITIES | $12,000 | $12,000 |
| SUPPLIES, EQUP & MAINT | $1,552 | $1,552 |
| TELEPHONE EXPENSES | $1,697 | $1,697 |
| WEBSITE EXPENSES | $5,899 | $5,899 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL MGMT FEE | CategoryTxt |
| Amt | $68,561 | Amt |
| Net Investment Income | $68,561 | 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 | $7,058 | $7,058 |
| FEDERAL EXCISE TAXES & STATE TAX | $13,739 |