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GOUW FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GOUW FAMILY FOUNDATION (EIN 95-4713778)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201613209349102011
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T12:04:20-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Marcum LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11920 Main Street Suite 950AddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP926148216ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954713778EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Gouw Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JULIA S GOUWInCareOfNm
Business Name ControlGOUWBusinessNameControlTxt
Phone6265833512PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13625 Locksley DriveAddressLine1Txt
CityPasadenaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA GOUWPersonNm
Person TitlepresidentPersonTitleTxt
Phone9492365600PhoneNum
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn A EckweilerPreparerPersonNm
PTINP00130057PTIN
Phone9492365600PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$33,850FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,087DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,087DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,088TotalRevAndExpnssAmt
Total Net Invst Incm$3,088TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,393AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,196AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,196AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$85OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,478TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,196TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,196TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,880ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,880ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,358TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,196TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$14,076TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,270ExcessRevenueOverExpensesAmt
Net Investment Income$1,892NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$27,047SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,708SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,708SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$25,764CorporateStockBOYAmt
Corporate Stock EOY$28,833CorporateStockEOYAmt
Corporate Stock EOYFMV$22,142CorporateStockEOYFMVAmt
Total Assets BOY$52,811TotalAssetsBOYAmt
Total Assets EOY$40,541TotalAssetsEOYAmt
Total Assets EOYFMV$33,850TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$52,811UnrestrictedBOYAmt
Unrestricted EOY$40,541UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$52,811TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$40,541TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$52,811TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$40,541TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$52,811TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,270ExcessRevenueOverExpensesAmt
Subtotal$40,541SubtotalAmt
Tot Net Ast Or Fund Balances EOY$40,541TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$39,805NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.0DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$30,930NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$32,258NetVlNoncharitableAssetsYr3Amt
Net Vl Noncharitable Assets Yr4$33,672NetVlNoncharitableAssetsYr4Amt
Adjusted Qlfy Distri Yr5$300,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$178,742NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.678397DistributionYr5Rt
Total Distribution1.678397TotalDistributionRt
Average Distribution0.335679AverageDistributionRt
Net Vl Noncharitable Assets$41,279NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,856AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,875AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,076QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$19InvestmentIncomeExciseTaxAmt
Subtotal$19SubtotalAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$19TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JULIA S GOUWBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6265833512PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13625 LOCKSLEY DRIVEAddressLine1Txt
CityPasadenaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91107ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Julia S Gouw
3625 Locksley DrivePasadenaCA91107President0.25$0
KEN K GOUW
3625 Locksley DrivePasadenaCA91107SECRETARY0.25$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11920 MAIN STREET SUITE 950AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Service TypeACCOUNTINGServiceTypeTxt
Compensation$2,393CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,530AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,378AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$41,908TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$41,908AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$629CashDeemedCharitableAmt
Net Vl Noncharitable Assets$41,279NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,064MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,064MinimumInvestmentReturnAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Total Tax$19TotalTaxAmt
Distributable Before Adj$2,045DistributableBeforeAdjAmt
Distributable Before Ded$2,045DistributableBeforeDedAmt
Distributable As Adjusted$2,045DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,076ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$14,076QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$19PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,057AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,045DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$289,109ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$289,109TotalExcessDistributionCyovAmt
Qualifying Distributions$14,076QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$2,045AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,031RemainingDistriFromCorpusAmt
Total Corpus$301,140TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$289,109ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,031ExcessDistriCyovToNextYrAmt
Excess From Current Year$12,031ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE NATURE CONSERVANCY
601 SOUTH FIGUEORA STREET SUITE 14LOS ANGELESCA90017GENERAL FUNDING$7,880
HUNTINGTON HOSPITAL
100 W CALIFORNIA BLVDPASADENACA91105GENERAL FUNDING$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,880TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion$3,087ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,088ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,088TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,393Amt
Net Investment Income$1,196NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,196DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

FieldValueIRS element (for citing)
Contractor PersonMARCUM LLPContractorPersonNm
ExplanationACCOUNTING AND TAX SERVICESExplanationTxt

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSESDesc
Revenue And Expenses Per Books$85RevenueAndExpensesPerBooksAmt