JACQUELYN BOGUE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JACQUELYN BOGUE FOUNDATION (EIN 83-0408666)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-08
- IRS object ID
- 201711599349100316
- Schema version
- 2016v3.0
- 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 Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-08T15:41:11-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 7755 CENTER AVENUE SUITE 1225 | AddressLine1Txt |
| City | HUNTINGTON BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92647 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-05-31 | 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 | 2017-05-31 | IPDt |
| IP Tm | 08:48:35 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C61CEAB06A4B4AB7BCDD2B3DC186AC7DD0FE9D35 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C61CEAB06A4B4AB7BCDD2B3DC186AC7DD0FE9D35 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $607,127 | 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 | $484 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,067 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,067 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,775 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,365 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,432 | 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 | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,260 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,260 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,270 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,270 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $84 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $299 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $299 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,375 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $501 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $728 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,828 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,031 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,287 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,058 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,058 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,886 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,031 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,345 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,649 | CashBOYAmt |
| Cash EOY | $9,071 | CashEOYAmt |
| Cash EOYFMV | $9,071 | CashEOYFMVAmt |
| Corporate Stock BOY | $588,388 | CorporateStockBOYAmt |
| Corporate Stock EOY | $598,056 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $598,056 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $600,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $607,127 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $607,127 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $169 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $169 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $599,868 | RetainedEarningBOYAmt |
| Retained Earning EOY | $607,127 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $599,868 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $607,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $600,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $607,127 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $599,868 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,229 | OtherIncreasesAmt |
| Subtotal | $607,127 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $607,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $124,775 | GrossSalesPriceAmt |
| Cost Or Other Basis | $110,410 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,365 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,365 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,365 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,811 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $640,310 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049681 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,193 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $672,722 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055287 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,789 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $683,376 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050908 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,461 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $671,309 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049844 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,649 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $668,152 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.003965 | DistributionYr5Rt |
| Total Distribution | 0.209685 | TotalDistributionRt |
| Average Distribution | 0.041937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $600,980 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,203 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,477 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,345 | 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 | $274 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $274 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $202 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $602 | TotalPaymentsAndCreditsAmt |
| Overpayment | $328 | OverpaymentAmt |
| Applied To ES Tax | $328 | 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 |
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 | $594,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $610,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $610,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $600,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,049 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,049 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $274 | TotalTaxAmt |
| Distributable Before Adj | $29,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,775 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,345 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,345 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $274 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,071 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,947 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,345 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,947 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,398 | 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 | $27,377 | 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 | THIS VARIES. 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OC COMMUNITY FOUNDATION | |||||||
| 4041 MACARTHUR BLVD 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $14,650 |
| STAND UP FOR KIDS | |||||||
| 83 WALTON STREET SUITE 300 | ATLANTA | GA | 30303 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $1,055 |
| CHILD GUIDANCE CENTER | |||||||
| 2215 W MCFADDEN AVE STE G | SANTA ANA | CA | 92704 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $1,055 |
| SAVE YOUR YOUTH | |||||||
| 3443 WEST 23RD AVENUE | DENVER | CO | 80211 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $1,055 |
| CLINIC IN THE PARK | |||||||
| 1901 EAST 4TH STREET 100 | SANTA ANA | CA | 92705 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $1,055 |
| CSP ORANGE COUNTY | |||||||
| 1221 E DYER ROAD SUITE 120 | SANTA ANA | CA | 92705 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $1,055 |
| NATIONAL ALLIANCE OF MI | |||||||
| 1810 EAST 17TH STREET | SANTA ANA | CA | 92706 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $1,055 |
| STRENGTH IN SUPPORT | |||||||
| 23461 SOUTH POINTE DRIVE SUITE 310 | LAGUNA HILLS | CA | 92653 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $1,055 |
| LAUREL HOUSE INC | |||||||
| 1 HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $1,055 |
| CASA YOUTH SHELTER | |||||||
| 10911 REAGAN STREET | LOS ALAMITOS | CA | 90720 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $1,000 |
| BUILD FUTURES | |||||||
| 19036 STONEHURST LANE | HUNTINGTON BEACH | CA | 92648 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $528 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION OC CHARITY WALK | |||||||
| 120 WALL STRRET - 29TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | SUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION | $440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,058 | 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 | $20,067 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,365 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,432 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,432 | 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 | $2,800 | Amt |
| Net Investment Income | $1,260 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,260 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2282.767 SHRS COHEN & STEERS REAL ESTATE SECURITIES | $32,164 | $32,164 |
| 2780.152 SHRS COLUMBIA EMERGING MRTKS BOND FD | $31,082 | $31,082 |
| 1660.203 SHRS DWS GLOBAL INFLATION | $0 | $0 |
| 877.233 SHRS DEUTSCHE EMERGING MKTS EQUITY FUND | $13,079 | $13,079 |
| 1177.955 SHRS DWS ENHANCED COMMODITY | $0 | $0 |
| 15309.109 SHRS DEUTSCHE UNCONSTRAIN INCOME FUND | $69,044 | $69,044 |
| 3480.014 SHRS EATON VANCE FLOATING RATE HI INC | $32,643 | $32,643 |
| 6802.153 SHRS EATON VANCE SHT DUR STRATEGIC INC A | $50,132 | $50,132 |
| 2175.299 SHRS EATON VANCE DIVERSFD CURRENCY INCOME | $18,860 | $18,860 |
| 1475.032 SHRS GLOBAL X FUNDS GLOBAL X SUPERDIV | $30,695 | $30,695 |
| 294.988 SHRS ISHARES RUSSELL 1000 GROWTH | $30,944 | $30,944 |
| 468.491 SHRS ISHARES RUSSELL 1000 VALUE | $52,485 | $52,485 |
| 1160.852 SHRS IVY INTERNATIONAL CORE EQUITY | $19,456 | $19,456 |
| 872.334 SHRS IVY ASSET STRAT | $0 | $0 |
| 5108.641 SHRS LOOMIS SAYLES INVST GRADE BOND | $55,122 | $55,122 |
| 2328.542 SHRS LORD ABBETT CONVERTIBLE FD | $26,895 | $26,895 |
| 1715.843 SHRS NUVEEN PREFERRED SECURITIES FUND | $28,843 | $28,843 |
| 2877.899 SHRS IVY HIGH INCOME | $21,555 | $21,555 |
| 1,264.491 SHRS OPPENHEIMER EQUITY INCOME | $0 | $0 |
| 5632.448 SHRS TCW TOTAL RETURN BOND CLASS | $55,649 | $55,649 |
| 1154.148 SHRS VANGUARD INFLATION PROCTED SEC ADM | $29,408 | $29,408 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER & INTERNET EXPENSES | $676 | $304 | $304 |
| FILING FEES | $35 | $0 | $0 |
| OFFICE EXPENSES | $421 | $189 | $189 |
| PROMOTIONAL EXPENSES | $235 | $0 | $235 |
| BANK FEES | $8 | $8 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $7,229 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $169 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,270 | Amt |
| Net Investment Income | $5,270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT INCOME EXCISE TAX | CategoryTxt |
| Amt | $84 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |