JACQUELYN BOGUE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JACQUELYN BOGUE FOUNDATION (EIN 83-0408666)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-08
- IRS object ID
- 201511599349100316
- Schema version
- 2014v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-08T12:22:57-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 6572046388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11700 WARNER AVENUE NO 110 | 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 | 2015-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 3109822804 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $659,445 | 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 | $22,443 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,443 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,344 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,677 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,344 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,787 | 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 | $525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,185 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,185 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $504 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $504 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $227 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $227 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,490 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,710 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,021 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,483 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,483 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,695 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,710 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,504 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,508 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,280 | CashBOYAmt |
| Cash EOY | $9,913 | CashEOYAmt |
| Cash EOYFMV | $9,913 | CashEOYFMVAmt |
| Corporate Stock BOY | $665,749 | CorporateStockBOYAmt |
| Corporate Stock EOY | $649,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $649,532 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $680,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $659,445 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $659,445 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,431 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $156 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,431 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $156 | 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 | $674,598 | RetainedEarningBOYAmt |
| Retained Earning EOY | $659,289 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $674,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $659,289 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $680,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $659,445 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $674,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,508 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $668,090 | SubtotalAmt |
| Other Decreases | $8,801 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $659,289 | 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 SECURITES | PropertyDesc |
| Gross Sales Price | $156,677 | GrossSalesPriceAmt |
| Cost Or Other Basis | $140,333 | CostOrOtherBasisAmt |
| Gain Or Loss | $16,344 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $16,344 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,344 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,789 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $683,376 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050908 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,461 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $671,309 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049844 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,649 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $668,152 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.003965 | DistributionYr3Rt |
| Total Distribution | 0.104717 | TotalDistributionRt |
| Average Distribution | 0.034906 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $672,722 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,482 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $311 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,793 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,504 | 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 | $311 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $311 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $311 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $471 | AppliedToEsTaxAmt |
| Total Payments And Credits | $631 | TotalPaymentsAndCreditsAmt |
| Overpayment | $320 | OverpaymentAmt |
| Applied To ES Tax | $320 | 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 | 6572046388 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11700 WARNER AVENUE NO 110 | 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 | ||||||||
| 11700 WARNER AVENUE STE 110 | FOUNTAIN VALLEY | CA | 92708 | PRESIDENT/CEO | 25.00 | $0 | $0 | $0 |
| ANDREW CARNEY MBA | ||||||||
| 11700 WARNER AVENUE STE 110 | FOUNTAIN VALLEY | CA | 92708 | TREASURER | 1.00 | $0 | $0 | $0 |
| EDNA REGAN | ||||||||
| 11700 WARNER AVENUE STE 110 | FOUNTAIN VALLEY | CA | 92708 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DIANA EASTIN | ||||||||
| 11700 WARNER AVENUE STE 110 | FOUNTAIN VALLEY | CA | 92708 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SHEA SIMPSON MBA | ||||||||
| 11700 WARNER AVENUE STE 110 | 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 | $676,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,190 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $682,966 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $682,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $672,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $311 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $311 | TotalTaxAmt |
| Distributable Before Adj | $33,325 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,325 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,325 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,504 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,504 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $311 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,193 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,325 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,504 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,325 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,179 | 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 | $25,146 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION OC CHAPTER | |||||||
| 120 WALL STREET 22ND FLOOR | NEW YORK | NY | 10005 | NONE | PC | TO SPONSOR AFSP OC 6TH ANNUAL WALK AND SUPPORT OC CHAPTER FORMATION | $5,000 |
| OC COMMUNITY FOUNDATION | |||||||
| 4041 MACARTHUR BLVD 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | TO SUPPORT BUILDING PROGRAM CAPACITY FOR SUICIDE PREVENION IN ORANGE COUNTY | $25,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,483 | 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 | $22,443 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,344 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,787 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,787 | 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 | $525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1720.714 SHRS COHEN AND STEERS REALTY INCOME | $27,807 | $27,807 |
| 1639.334 SHRS DWS GLOBAL INFLATION | $16,377 | $16,377 |
| 2011.229 SHRS DREYFUS INTL BOND | $32,662 | $32,662 |
| 811.236 SHRS DWS EMERGING MARKETS | $12,736 | $12,736 |
| 1176.808 SHRS DWS ENHANCED COMMODITY | $15,993 | $15,993 |
| 17315.855 SHRS DWS UNCONSTRAINED INCOME | $81,904 | $81,904 |
| 3203.858 SHRS EATON VANCE FLTG RATE AND HIGH INCOME | $29,892 | $29,892 |
| 6267.913 SHRS EATON VANCE SJPRT DURATION STRATEGIC | $47,887 | $47,887 |
| 1950.249 SHRS DIVERSIFIED CURRENCY | $19,229 | $19,229 |
| 414 SHRS ISHARES RUSSELL 1000 GROWTH | $39,582 | $39,582 |
| 729.01 SHRS IVY INTL CORE | $12,473 | $12,473 |
| 1330.82 SHRS IVY ASSET STRAT | $33,923 | $33,923 |
| 2178.841 SHRS LORD ABBETT | $26,059 | $26,059 |
| 1533.117 NUVEEN OREFERRED | $26,339 | $26,339 |
| 3177.693 SHRS PIMCO EMERGING MARKETS | $32,222 | $32,222 |
| 10231.632 SHRS PIMCO TOTAL RETURN | $109,069 | $109,069 |
| 658.928 SHRS FRANKLIN MUTUAL GLOBAL | $21,620 | $21,620 |
| 2477.528 SHRS IVY HIGH INCOME | $19,994 | $19,994 |
| 1362.947 SHRS OPPENHEIMER EQUITY INCOME | $43,764 | $43,764 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $8,801 | 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 | $771 | $0 | $771 |
| FILING FEES | $10 | $0 | $0 |
| OFFICE EXPENSES | $2,561 | $0 | $2,561 |
| ADVERTISING EXPENSES | $63 | $0 | $63 |
| DUES AND SUBSCRIPTIONS | $95 | $0 | $95 |
| TAXES | $296 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $7,185 | Amt |
| Net Investment Income | $7,185 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |