JOSEPHINE GUMBINER FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: JOSEPHINE GUMBINER FOUNDATION (EIN 33-0345249)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-07-22
IRS object ID: 201532039349100418
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
Depreciation Schedule
Land Etc Schedule2
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-07-22T16:38:41-07:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Guzman & Gray Certified Public Accountants	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4510 E Pacific Coast Highway Suite	AddressLine1Txt
City	Long Beach	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90804	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	330345249	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JOSEPHINE S GUMBINER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JOSE	BusinessNameControlTxt
Phone	5624372882	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	333 W BROADWAY	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90802	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LEE GUMBINER	PersonNm
Person Title	President	PersonTitleTxt
Signature	2015-06-30	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARK GRAY CPA	PreparerPersonNm
PTIN	P00048565	PTIN
Phone	5624980997	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$14,371,297	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$397,320	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$397,320	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$179,140	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4,254,193	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$179,140	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$576,460	TotalRevAndExpnssAmt
Total Net Invst Incm	$576,460	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$92,024	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$92,024	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$4,076	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$4,076	OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$9,554	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,389	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$9,554	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$71,255	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$71,255	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$18,535	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$810	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$7,685	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$196	DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss	$34,974	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$34,974	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$230,614	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$74,454	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$148,313	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$655,929	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$655,929	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$886,543	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$74,454	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$804,242	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$310,083	ExcessRevenueOverExpensesAmt
Net Investment Income	$502,006	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$34,714	CashBOYAmt
Cash EOY	$24,783	CashEOYAmt
Cash EOYFMV	$24,784	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$141,557	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$34,332	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$34,333	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$2,245	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$3,416	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$3,416	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$2,239,921	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$1,710,734	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$1,689,972	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$4,653,063	CorporateStockBOYAmt
Corporate Stock EOY	$4,132,914	CorporateStockEOYAmt
Corporate Stock EOYFMV	$7,051,096	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$4,737,297	CorporateBondsBOYAmt
Corporate Bonds EOY	$5,592,730	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$5,567,689	CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$37,318	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$37,311	LandBldgEquipAccumDeprecAmt
Land BOY	$203	LandBOYAmt
Land EOY	$7	LandEOYAmt
Land EOYFMV	$7	LandEOYFMVAmt
Total Assets BOY	$11,809,000	TotalAssetsBOYAmt
Total Assets EOY	$11,498,916	TotalAssetsEOYAmt
Total Assets EOYFMV	$14,371,297	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$502	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$501	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$502	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$501	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$11,808,498	UnrestrictedBOYAmt
Unrestricted EOY	$11,498,415	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$11,808,498	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$11,498,415	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$11,809,000	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$11,498,916	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$11,808,498	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$310,083	ExcessRevenueOverExpensesAmt
Subtotal	$11,498,415	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$11,498,415	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1500 ISHARES MSCI EMRG MKT FDEMERGING MRKTS	P	2010-01-01	2014-01-22	$60,218	$50,212	$10,006	$10,006
1000 ISHARES MSCI EMRG MKT FDEMERGING MRKTS	P	2009-03-23	2014-01-24	$38,464	$25,857	$12,607	$12,607
1 VODAFONE GROUP NEW ADR FSPONSORED	P	2013-03-05	2014-02-25	$33	$40	-$7	-$7
1250 MCCORMICK & CO INC N-VTNON VOTING SHARES	P	2011-05-27	2014-01-30	$80,783	$62,358	$18,425	$18,425
175000 FFCB	P	2012-10-17	2014-02-04	$168,169	$175,602	-$7,433	-$7,433
200000 HEWLETT PACKARD C	P	2011-12-06	2014-02-04	$210,288	$199,580	$10,708	$10,708
16516 PIMCO ALL ASSET INSTL CL	P	2012-09-27	2014-02-14	$199,975	$200,000	-$25	-$25
1 VERIZON COMMUNICATIONS	P	2011-08-16	2014-02-24	$35		$35	$35
150000 FHLB	P	2012-09-12	2014-03-04	$143,270	$149,756	-$6,486	-$6,486
250 CERNER CORP	P	2008-10-22	2014-03-18	$14,875	$2,359	$12,516	$12,516
1000 CISCO SYSTEMS INC	P	2012-02-03	2014-03-18	$21,344	$20,134	$1,210	$1,210
1000 NUANCE COMMUN INC	P	2012-06-06	2014-03-18	$15,931	$21,188	-$5,257	-$5,257
300 PUBLIC STORAGE INC	P	2010-01-01	2014-03-18	$50,204	$32,777	$17,427	$17,427
300 VF CORPORATION	P	2011-09-06	2014-03-18	$18,770	$9,330	$9,440	$9,440
200000 GTE CORP	P	2012-03-16	2014-03-19	$239,360	$244,117	-$4,757	-$4,757
150 ACTAVIS INC	P	2013-10-01	2014-04-10	$29,318	$21,600	$7,718	$7,718
1 TIME INC NEW COM	P	2014-05-12	2014-06-10	$17		$17	$17
150000 US TREA NT 2/15/21	P	2013-11-22	2014-05-01	$164,320	$165,117	-$797	-$797
50 APPLE COMPUTER INC	P	2008-10-24	2014-04-10	$26,483	$4,778	$21,705	$21,705
750 AUTO DATA PROCESSING	P	2013-03-26	2014-06-04	$59,001	$48,540	$10,461	$10,461
250 CERNER CORP	P	2008-10-22	2014-04-01	$14,104	$2,359	$11,745	$11,745
250 CHICAGO BRDG & IRON NY	P	2013-05-17	2014-06-17	$16,730	$15,446	$1,284	$1,284
750 CHICAGO BRDG & IRON NY	P	2013-05-08	2014-06-17	$50,191	$42,879	$7,312	$7,312
500 COCA COLA CO	P	2008-10-31	2014-04-01	$19,252	$11,478	$7,774	$7,774
500 MCDONALDS CORP	P	2008-01-11	2014-04-01	$48,934	$27,071	$21,863	$21,863
250 MCDONALDS CORP	P	2008-10-13	2014-04-01	$24,467	$14,205	$10,262	$10,262
1000 NUANCE COMUN INC	P	2012-06-06	2014-04-10	$16,483	$21,188	-$4,705	-$4,705
1500 VERISK ANALYTICS INC CLA	P	2012-04-20	2014-04-01	$89,623	$72,020	$17,603	$17,603
273 VODAFONE GROUP PIC ADR'	P	2013-03-05	2014-04-01	$9,990	$13,363	-$3,373	-$3,373
408 VODAFONE GROUP PIC ADR'	P	2011-08-16	2014-04-01	$14,955	$20,804	-$5,849	-$5,849
250 NOW INC	P	2013-09-16	2014-07-24	$8,366	$7,914	$452	$452
93 TIME INC	P	2014-05-12	2014-07-24	$2,254	$2,092	$162	$162
200000 MORGAN STANLEY	P	2013-09-23	2014-07-28	$200,000	$203,624	-$3,624	-$3,624
500 TJX COS INC	P	2012-01-05	2014-07-24	$26,742	$16,515	$10,227	$10,227
300 VF CORPORATION	P	2011-09-16	2014-07-24	$18,729	$9,330	$9,399	$9,399
2000 PIMCO HIGH YIELD CORP	P	2014-03-04	2014-07-31	$209,422	$213,729	-$4,307	-$4,307
50000 AMER EXPRESS	P	2012-06-07	2014-08-25	$50,000	$53,950	-$3,950	-$3,950
175000 AMER EXPRESS	P	2011-02-08	2014-08-25	$175,000	$192,679	-$17,679	-$17,679
50000 CAMPBELL SOUP	P	2012-07-30	2014-08-01	$50,000	$50,000
50000 GOLDMAN SACHS FLOATER	P	2010-12-28	2014-09-29	$50,000	$48,813	$1,187	$1,187
175000 GOLDMAN SACHS FLOATER	P	2010-02-23	2014-09-29	$175,000	$169,993	$5,007	$5,007
250 MONDELEZ INTL INC CL A	P	2011-08-05	2014-09-09	$8,824	$5,648	$3,176	$3,176
1500 MONDELEZ INTL INC CL A	P	2010-03-25	2014-09-09	$52,943	$30,003	$22,940	$22,940
1000 NUANCE COMMUN INC	P	2012-06-06	2014-09-09	$16,522	$21,188	-$4,666	-$4,666
1500 ROCHE HLDG LTD SPON ADRF	P	2012-06-19	2014-09-09	$54,267	$32,099	$22,168	$22,168
250000 SIMON PPTY GROUP	P	2012-01-24	2014-09-17	$258,678	$257,113	$1,565	$1,565
4500 SPDR SENIOR LOAN	P	2013-08-09	2014-08-14	$222,511	$225,009	-$2,498	-$2,498
1000 DEVON ENERGY CP NEW	P	2014-04-10	2014-10-08	$62,474	$69,139	-$6,665	-$6,665
1750 TRINITY INDUSTRIES INC	P	2014-01-01	2014-10-22	$59,852	$83,774	-$23,922	-$23,922
100000 US TREASURY NT	P	2013-05-13	2014-10-16	$101,000	$102,926	-$1,926	-$1,926
1000 NATIONAL OILWELL VARCO INC	P	2013-09-06	2014-11-03	$72,142	$70,379	$1,763	$1,763
300000 GENERAL ELECTRIC CO	P	2010-03-05	2014-11-04	$333,880	$322,244	$11,636	$11,636
200000 WELLS FARGO & CO	P	2013-05-09	2014-11-15	$200,000	$212,734	-$12,734	-$12,734

Field	Value	IRS element (for citing)
Capital Gain Net Income	$179,140	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$30,973	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$783,753	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$13,707,335	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.05718	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$797,065	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$13,507,583	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.05901	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$642,288	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$13,451,191	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.04775	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$772,753	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$13,277,361	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.05820	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$708,767	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$11,966,075	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.05923	DistributionYr5Rt
Total Distribution	0.28137	TotalDistributionRt
Average Distribution	0.05627	AverageDistributionRt
Net Vl Noncharitable Assets	$14,273,883	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$803,248	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$5,020	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$808,268	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$804,242	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$10,040	InvestmentIncomeExciseTaxAmt
Subtotal	$10,040	SubtotalAmt
Tax Based On Investment Income	$10,040	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$13,456	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$13,456	TotalPaymentsAndCreditsAmt
Overpayment	$3,416	OverpaymentAmt
Applied To ES Tax	$3,416	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	JSGF.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	EXECUTIVE DIRECTOR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5624372882	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 W BROADWAY STE 312	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90802	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
ALIS GUMBINER
333 W BROADWAY STE 312	LONG BEACH	CA	90802	CFO	1.00	$0
ART GOTTLIEB
333 W BROADWAY STE 312	LONG BEACH	CA	90802	Director	1.00	$750
DENNIS ROCKWAY
333 W BROADWAY STE 312	LONG BEACH	CA	90802	Director	1.00	$1,000
ALEX NORMAN
333 W BROADWAY STE 312	LONG BEACH	CA	90802	Director	1.00	$750
BURKE GUMBINER
333 W BROADWAY STE 312	LONG BEACH	CA	90802	Vice President	1.00	$0
LEE GUMBINER
333 W BROADWAY STE 312	LONG BEACH	CA	90802	President	1.00	$0
JULIE MEENAN
333 W BROADWAY STE 312	LONG BEACH	CA	90802	Sec/Exec Direct	35.00	$89,524

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COVINGTON CAPITAL MANAGEMENT	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	601 S FIGUEROA ST STE 2000	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	900175726	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT ADVISORY	ServiceTypeTxt
Compensation	$71,255	CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$14,301,752	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$189,500	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$14,491,252	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$14,491,252	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$217,369	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$14,273,883	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$713,694	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$713,694	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$10,040	TaxBasedOnInvestmentIncomeAmt
Total Tax	$10,040	TotalTaxAmt
Distributable Before Adj	$703,654	DistributableBeforeAdjAmt
Distributable Before Ded	$703,654	DistributableBeforeDedAmt
Distributable As Adjusted	$703,654	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$804,242	ExpensesAndContributionsAmt
Qualifying Distributions	$804,242	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$804,242	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$703,654	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$117,193	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$121,017	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$137,384	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$111,842	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$487,436	TotalExcessDistributionCyovAmt
Qualifying Distributions	$804,242	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$703,654	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$100,588	RemainingDistriFromCorpusAmt
Total Corpus	$588,024	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$117,193	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$470,831	ExcessDistriCyovToNextYrAmt
Excess From Year4	$121,017	ExcessFromYear4Amt
Excess From Year2	$137,384	ExcessFromYear2Amt
Excess From Year1	$111,842	ExcessFromYear1Amt
Excess From Current Year	$100,588	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JOSEPHINE S GUMBINER FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 W BROADWAY STE 312	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	908024438	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	5624374212	RecipientPhoneNum
Form And Info And Materials	SEE STATEMENT #12	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE-BOARD MEETINGS QUARTERLY TO CONSIDER NEW FUNDING.	SubmissionDeadlinesTxt
Restrictions On Awards	PREFERENCE WILL BE GIVEN TO 501(C)(3) ORGANIZATIONS INVOLVED IN PROGRAMS FOR PROTECTING AND ENRICHING THE LIVES OF WOMEN AND CHILDREN IN THE LONG BEACH AREA OF SOUTHERN CALIFORNIA, AND PARTICULARLY PROGRAMS FOCUSING ON DAY CARE, EDUCATION, HOUSING, RECREATION, THE ARTS AND HEALTH CARE. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS, POLITICAL CAMPAIGNS, LOBBYING EFFORTS OR ANY ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, SEXUAL ORIENTATION OR NATIONAL ORIGIN.THE FOUNDATION IS PRIMARILY INTERESTED IN AWARDING GRANTS IN AMOUNTS UP TO $50,000. FOR GRANTS OF $25,000 OR MORE, THE FOUNDATION MAY ELECT TO DISTRIBUTE THE DESIGNATED FUNDS IN A SERIES OF PAYMENTS OVER THE LIFE OF THE PROJECT.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE STATEMENT 13 FOR A DETAIL LISTING	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 W BROADWAY STE 312	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90802	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	EOF	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	GENERAL DONATION	GrantOrContributionPurposeTxt
Amt	$655,929	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$655,929	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$397,320	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$179,140	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$397,320	ExclusionAmt
Related Or Exempt Function Incm	$179,140	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$576,460	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$9,554	Amt
Net Investment Income	$2,389	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$9,554	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt
COMPUTER	2009-12-28	$768	$616	SL	5.0000	$152
PHONE	2009-12-28	$220	$176	SL	5.0000	$44

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
Furniture and Fixtures	$3,263	$3,263
Machinery and Equipment	$30,325	$30,318	$7	$7
Miscellaneous	$3,730	$3,730

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ASSOCIATIONS	$2,844	$2,844
BOOKS, SUBSCRIPTIONS & POSTAGE	$476	$476
EDUCATION/CONFERENCES/TRAVEL	$7,071	$7,071
INSURANCE	$3,247	$3,247
MEETINGS & CONFERENCES	$1,698	$1,698
MILEAGE & PARKING	$1,453	$1,453
OFFICE EXP & SUPPLIES	$1,824	$1,824
OUTSIDE SERVICES	$75	$75
PAYROLL SERVICE FEES	$1,523	$1,523
RENT/PARKING/UTILITIES	$12,000	$12,000
TELEPHONE EXPENSES	$2,763	$2,763

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	FINANCIAL MGMT FEE	CategoryTxt
Amt	$71,255	Amt
Net Investment Income	$71,255	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
EMPLOYER PAYROLL TAXES	$7,685	$7,685
FEDERAL EXCISE TAXES & STATE TAX	$10,040
FOREIGN TAXES WITHHELD ON INVESTMENTS	$810		$810