JACQUELYN BOGUE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JACQUELYN BOGUE FOUNDATION (EIN 83-0408666)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-01
- IRS object ID
- 201602459349100020
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-01T14:43:18-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 6572046407 | 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 BORDERS KILLIAN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 7149644883 | PhoneNum |
| Signature | 2016-08-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $600,037 | 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 | $400 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,487 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,487 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $223,565 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,161 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,648 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,215 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $471 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $972 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $972 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $101 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $101 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,694 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $657 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $890 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,538 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,013 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,201 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,913 | CashBOYAmt |
| Cash EOY | $11,649 | CashEOYAmt |
| Cash EOYFMV | $11,649 | CashEOYFMVAmt |
| Corporate Stock BOY | $649,532 | CorporateStockBOYAmt |
| Corporate Stock EOY | $588,388 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $588,388 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $659,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $600,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $600,037 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $156 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $169 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $156 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $169 | 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 | $659,289 | RetainedEarningBOYAmt |
| Retained Earning EOY | $599,868 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $659,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $599,868 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $659,445 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $600,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $659,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,380 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $646,909 | SubtotalAmt |
| Other Decreases | $47,041 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $599,868 | 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 | $223,565 | GrossSalesPriceAmt |
| Cost Or Other Basis | $214,404 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,161 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,161 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,193 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $672,722 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055287 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,789 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $683,376 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050908 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,461 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $671,309 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049844 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,649 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $668,152 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.003965 | DistributionYr4Rt |
| Total Distribution | 0.160004 | TotalDistributionRt |
| Average Distribution | 0.040001 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $640,310 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,613 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $202 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,815 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,013 | 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 | $202 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $202 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $320 | TotalPaymentsAndCreditsAmt |
| Overpayment | $118 | OverpaymentAmt |
| Applied To ES Tax | $118 | 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 | 6572046407 | 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 (5 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 BORDERS KILLIAN LCSW MFT | ||||||||
| 18030 BROOKHURST STE 571 | FOUNTAIN VALLEY | CA | 92708 | PRESIDENT/CEO | 25.00 | $0 | $0 | $0 |
| ANDREW CARNEY MBA | ||||||||
| 18030 BROOKHURST STE 571 | FOUNTAIN VALLEY | CA | 92708 | TREASURER | 1.00 | $0 | $0 | $0 |
| EDNA REGAN | ||||||||
| 18030 BROOKHURST STE 571 | FOUNTAIN VALLEY | CA | 92708 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DIANA EASTIN | ||||||||
| 18030 BROOKHURST STE 571 | FOUNTAIN VALLEY | CA | 92708 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SHEA SIMPSON MBA | ||||||||
| 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 | $636,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $650,061 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $650,061 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $640,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,016 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,016 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $202 | TotalTaxAmt |
| Distributable Before Adj | $31,814 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,814 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,814 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,013 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,013 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $202 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,811 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,814 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,146 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,013 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,146 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,867 | 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 | $24,947 | 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 BORDERS KILLIAN | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CASA YOUTH SHELTER | |||||||
| 10911 REAGAN STREET | LOS ALAMITOS | CA | 90720 | NONE | PC | SUPPORT SHELTER FOR YOUTH | $975 |
| OC COMMUNITY FOUNDATION | |||||||
| 4041 MACARTHUR BLVD 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | SUPPORT BUILDING PROGRAM CAPACITY FOR SUICIDE PREVENION IN ORANGE COUNTY | $25,350 |
| BUILD FUTURES | |||||||
| 19036 STONEHURST LANE | HUNTINGTON BEACH | CA | 92648 | NONE | PC | SUPPORT HOUSING FOR HOMELESS 18 TO 24 YEAR OLDS IN ORANGE COUNTY | $1,000 |
| STAND UP FOR KIDS | |||||||
| 83 WALTON STREET SUITE 300 | ATLANTA | GA | 30303 | NONE | PC | SUPPORT FOR ENDING YOUTH HOMELESSNESS | $1,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION OC CHARITY WALK | |||||||
| 120 WALL STRRET - 29TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | SPONSOR AFSP OC ANNUAL WALK AND SUPPORT OC CHAPTER FORMATION | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,475 | 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 | $19,487 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,648 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,648 | 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 | $3,500 | Amt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,156.813 SHRS COHEN AND STEERS REALTY INCOME | $29,850 | $29,850 |
| 2,707.735 SHRS COLUMBIA EMERGING MARKETS | $27,727 | $27,727 |
| 1660.203 SHRS DWS GLOBAL INFLATION | $16,087 | $16,087 |
| 874.607 SHRS DWS EMERGING MARKETS | $11,921 | $11,921 |
| 1177.955 SHRS DWS ENHANCED COMMODITY | $13,252 | $13,252 |
| 17982.905 SHRS DWS UNCONSTRAINED INCOME | $79,664 | $79,664 |
| 3338.177 SHRS EATON VANCE FLTG RATE AND HIGH INCOME | $29,343 | $29,343 |
| 6533.791 SHRS EATON VANCE SHORT DURATION STRATEGIC | $47,501 | $47,501 |
| 2060.376 SHRS DIVERSIFIED CURRENCY | $18,461 | $18,461 |
| 1,400 SHRS GLOBAL X SUPERDIVIDEND | $27,608 | $27,608 |
| 386 SHRS ISHARES RUSSELL 1000 GROWTH | $38,399 | $38,399 |
| 1,142.199 SHRS IVY INTL CORE | $19,189 | $19,189 |
| 872.334 SHRS IVY ASSET STRAT | $19,139 | $19,139 |
| 4,797.748 SHRS LOOMIS SAYLES INVESTMENT | $52,008 | $52,008 |
| 2,246.233 SHRS LORD ABBETT | $23,922 | $23,922 |
| 1,625.653 NUVEEN PREFERRED | $27,506 | $27,506 |
| 2,666.381 SHRS IVY HIGH INCOME | $18,505 | $18,505 |
| 1,264.491 SHRS OPPENHEIMER EQUITY INCOME | $33,496 | $33,496 |
| 5,410.665 TCW TOTAL RETURN | $54,810 | $54,810 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/ (LOSSES) | Desc |
| Amt | $47,041 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER & INTERNET EXPENSES | $776 | $349 | $349 |
| FILING FEES | $15 | $0 | $0 |
| OFFICE EXPENSES | $538 | $242 | $242 |
| PROMOTIONAL EXPENSES | $204 | $0 | $204 |
| DUES AND SUBSCRIPTIONS | $95 | $0 | $95 |
| BANK FEES | $66 | $66 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $156 | BOYBookValueAmt |
| EOY Book Value | $169 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $6,215 | Amt |
| Net Investment Income | $6,215 | 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 | $471 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |