JACQUELYN BOGUE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JACQUELYN BOGUE FOUNDATION (EIN 83-0408666)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349101485
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T18:12:36-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7755 CENTER AVENUE SUITE 1225 | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 92647 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACQ | BusinessNameControlTxt |
| Phone | 7149644886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18030 BROOKHURST STREET 571 | AddressLine1 |
| City | FOUNTAIN VALLEY | City |
| State | CA | State |
| ZIP Code | 927085873 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA BORDERS KILLIAN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 7149644883 | PhoneNum |
| Signature | 2014-11-12 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $680,029 | 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 | $17,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,796 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,261 | 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 | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,903 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,903 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $169 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $771 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $324 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $195 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,278 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $515 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,945 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,165 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,165 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,449 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,608 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,443 | CashBOYAmt |
| Cash EOY | $14,280 | CashEOYAmt |
| Cash EOYFMV | $14,280 | CashEOYFMVAmt |
| Corporate Stock BOY | $677,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $665,749 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $665,749 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $686,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $680,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $680,029 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $183 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,431 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $183 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,431 | 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 | $686,184 | RetainedEarningBOYAmt |
| Retained Earning EOY | $674,598 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $686,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $674,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $686,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $680,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $686,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,449 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,863 | OtherIncreasesAmt |
| Subtotal | $674,598 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $674,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5,796 | GrossSalesPriceAmt |
| Gain Or Loss | $5,796 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,796 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,796 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,461 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $671,309 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049844 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,649 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $668,152 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.003965 | DistributionYr2Rt |
| Total Distribution | 0.053809 | TotalDistributionRt |
| Average Distribution | 0.026905 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $683,376 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,386 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $136 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,522 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,925 | 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 | $136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $136 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $136 | TaxDueAmt |
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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7149644886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18030 BROOKHURST STREET 571 | AddressLine1 |
| City | FOUNTAIN VALLEY | City |
| State | CA | State |
| ZIP Code | 927085873 | ZIPCode |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA BORDERS KILLIAN LCSW MFT | ||||||||
| 18030 BROOKHURST STREET 571 | FOUNTAIN VALLEY | CA | 92708 | PRESIDENT/CEO | 25.00 | $0 | $0 | $0 |
| ANDREW CARNEY MBA | ||||||||
| 18030 BROOKHURST STREET 571 | FOUNTAIN VALLEY | CA | 92708 | TREASURER | 1.00 | $0 | $0 | $0 |
| EDNA REGAN | ||||||||
| 18030 BROOKHURST STREET 571 | FOUNTAIN VALLEY | CA | 92708 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DIANA EASTIN | ||||||||
| 18030 BROOKHURST STREET 571 | FOUNTAIN VALLEY | CA | 92708 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SHEA SIMPSON MBA | ||||||||
| 18030 BROOKHURST STREET 571 | FOUNTAIN VALLEY | CA | 92708 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KATHLEEN REGAN | ||||||||
| 18030 BROOKHURST STREET 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 | $662,278 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $693,783 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $693,783 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $683,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,169 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,169 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $136 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $136 | TotalTaxAmt |
| Distributable Before Adj | $34,033 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,033 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,033 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $136 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,789 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,217 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,217 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,708 | 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 | $29,325 | 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 | AddressLine1 |
| City | FOUNTAIN VALLEY | City |
| State | CA | State |
| ZIP Code | 92708 | ZIPCode |
| 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WITH HOPE THE AMBER CRAIG MEMORIAL FOUNDATION INC | |||||||
| PO BOX 550 | PLACENTIA | CA | 92871 | NONE | PC | STRENGTHENING THE ORGANIZATIONAL CAPACITY OF 'WITH HOPE' TO CARRY OUT THEIR MISSION TO PREVENT YOUTH SUICIDE IN ORANGE COUNTY HIGH SCHOOLS THROUGH EDUCATION ABOUT DEPRESSION AND SUICIDE. 'WITH HOPE' ALSO WORKS TOWARD IMPROVING MENTAL HEALTH SUPPORT SERVICES AND PROVIDES TRAINED SPEAKERS AND MATERIALS TO SCHOOLS AT NO COST. THE PROGRAM ALSO INCLUDES GENERAL SUICIDE EDUCATION IN THE SCHOOLS AS WELL AS GATEKEEPER TRAINING IN THE ORANGE COUNTY COMMUNITY. THE 'WITH HOPE' MISSION INCLUDES INCREASING CAPACITY FOR YOUTH SUICIDE PREVENTION EFFORTS BY TEACHING SCHOOLS HOW TO IDENTIFY SUICIDE RISK AND HOW TO HELP ONCE THE RISK IS ESTABLISHED. BY DESIGN, THIS LEARNED KNOWLEDGE AND ACQUIRED SKILLS WILL PREVENT MORE TRAGIC LOSS IN OUR COMMUNITY. | $10,000 |
| ACTIVE MINDS INC | |||||||
| 2001 SOUTH STREET NW SUITE 450 | WASHINGTON | DC | 20009 | NONE | PC | TO UTILIZE THE STUDENT VOICE TO CHANGE THE CONVERSATION ABOUT MENTAL HEALTH ON COLLEGE CAMPUSES TODAY. THIS GRANT PROVIDED PRIMARY FUNDS TO CREATE AN ORANGE COUNTY "CHAPTER DEVELOPMENT GRANT INITIATIVE FUND" FOR THREE EXISTING ACTIVE MINDS CHAPTERS IN ORANGE COUNTY. THESE ARE: UNIVERSITY OF IRVINE, CHAPMAN UNIVERSITY, AND CALIFORNIA STATE UNIVERSITY AT FULLERTON. THE FOUNDATION SUPPORTS EFFORTS TO CREATE LOCAL ORANGE COUNTY ACTIVE MINDS CHAPTERS THAT WILL PROVIDE A WIDE RANGE OF STUDENT INITIATIVES AND PROGRAMMING, INCLUDING EDUCATING PEERS ABOUT MENTAL HEALTH; CONNECTING AT-RISK STUDENTS TO RESOURCES FOR HELP; AND HOSTING ACTIVITIES TO ENCOURAGE AT-RISK STUDENTS TO HAVE MORE PEER SUPPORT. THE FUNDS SUPPORT CREATING A STUDENT VOICE FOR MENTAL HEALTH ISSUES ON ORANGE COUNTY CAMPUSES THROUGH THIS CHAPTER DEVELOPMENT GRANT FUND INITIATIVE. | $5,000 |
| HORIZON CROSS CULTURAL CENTER | |||||||
| 3707 WEST GARDEN GROVE BLVD | ORANGE | CA | 92868 | NONE | PC | DEVELOPING HORIZON CCC'S CERTIFIED SUICIDE PREVENTION-INTERVENTION PROGRAM IN THEIR MENTAL HEALTH SERVICE AND EMPOWERING IMMIGRANT AND UNDERSERVED COMMUNITIES TO LEAD HEALTHY AND SELF-SUFFICIENT LIVES. HORIZON'S "PEER MENTORING PROGRAM" HAS A STAFF OF 17 AND WORKS DAILY WITH INDIVIDUALS ON THEIR MENTAL HEALTH RECOVERY PLAN. THE SOCIALIZATION FOR OLDER ADULTS CALLED "RECONNECT" PROVIDES SERVICES TO INDIVIDUALS WHO ARE ISOLATED FROM SOCIETY. THE PROGRAM MAKES SURE THAT TRANSITION AGE YOUTH AND OLDER ADULTS ARE NOT OVERLOOKED. WITH FUNDS FROM THE JBF GRANT, HORIZON TRAINED ALL DIRECT SERVICE MENTAL HEALTH STAFF TO PROVIDE SUICIDE ASSESSMENT, INTERVENTIONS AND FOLLOW UP THROUGH CERTIFIED QPR TRAINING. POST-EVALUATION CERTIFICATES WERE ALSO ISSUED. THIS GRANT SUPPORTED THE CERTIFICATION OF TWO STAFF T4T QPR TRAINERS WHICH WILL SUPPORT LINE STAFF IN DAY-TO-DAY CONTACT WITH CLIENTS, RECOGNIZING SIGNS OF SUICIDE AND WHAT TO DO ABOUT THEM. | $5,000 |
| 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 |
| BUILD FUTURES | |||||||
| 19036 STONEHURST LANE | HUNTINGTON BEACH | CA | 92648 | NONE | PC | TO SUPPORT BUILDING PROGRAM CAPACITY FOR SUICIDE PREVENION IN ORANGE COUNTY | $1,000 |
| CASA YOUTH SHELTER | |||||||
| 10911 REAGAN STREET | LOS ALAMITOS | CA | 90720 | NONE | PC | TO SUPPORT BUILDING PROGRAM CAPACITY FOR SUICIDE PREVENION IN ORANGE COUNTY | $1,000 |
| COMMUNITY SERVICE PROGRAMS | |||||||
| 1221 EAST DYER ROAD 120 | SANTA ANA | CA | 92705 | NONE | PC | TO SUPPORT BUILDING PROGRAM CAPACITY FOR SUICIDE PREVENION IN ORANGE COUNTY | $1,000 |
| HUMAN OPTIONS INC | |||||||
| PO BOX 53745 | IRVINE | CA | 92619 | NONE | PC | TO SUPPORT BUILDING PROGRAM CAPACITY FOR SUICIDE PREVENION IN ORANGE COUNTY | $1,100 |
| LAURA'S HOUSE | |||||||
| 999 CORPORATE DRIVE 225 | LADERA RANCH | CA | 92694 | NONE | PC | TO SUPPORT BUILDING PROGRAM CAPACITY FOR SUICIDE PREVENION IN ORANGE COUNTY | $1,000 |
| ONE OCCLINIC IN THE PARK | |||||||
| 1901 EAST FOURTH STREET 100 | SANTA ANA | CA | 92705 | NONE | PC | TO SUPPORT BUILDING PROGRAM CAPACITY FOR SUICIDE PREVENION IN ORANGE COUNTY | $1,000 |
| SAVE OUR YOUTH | |||||||
| 661 HAMILTON STREET | COSTA MESA | CA | 92627 | NONE | PC | TO SUPPORT BUILDING PROGRAM CAPACITY FOR SUICIDE PREVENION IN ORANGE COUNTY | $1,000 |
| STAND UP FOR KIDS | |||||||
| 83 WALTON STREET NW STE 300 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT BUILDING PROGRAM CAPACITY FOR SUICIDE PREVENION IN ORANGE COUNTY | $1,000 |
| OC COMMUNITY FOUNDATION | |||||||
| 4041 MACARTHUR BLVD 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | TO SUPPORT BUILDING PROGRAM CAPACITY FOR SUICIDE PREVENION IN ORANGE COUNTY | $65 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,165 | 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 | $17,465 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,796 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,261 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,261 | 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 | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3108.179 SHRS BLACKROCK INF PROT BOND | $33,040 | $33,040 |
| 1685.29 SHRS BLACKROCK EQUITY DIVIDEND | $40,919 | $40,919 |
| 2060.274 SHRS COHEN AND STEERS REALTY INCOME | $27,216 | $27,216 |
| 1427.698 SHRS DREYFUS GLOBAL REAL | $11,707 | $11,707 |
| 1936.921 SHRS DREYFUS INTL BOND | $31,533 | $31,533 |
| 803.615 SHRS DWS EMERGING MARKETS | $12,794 | $12,794 |
| 1271.237 SHRS DWS ENHANCED COMMODITY | $19,107 | $19,107 |
| 13079.408 SHRS DWS UNCONSTRAINED INCOME | $63,566 | $63,566 |
| 3086.8 SHRS EATON VANCE FLTG RATE AND HIGH INCOME | $29,664 | $29,664 |
| 8418.264 SHRS EATON VANCE SJPRT DURATION STRATEGIC | $65,915 | $65,915 |
| 1854.852 SHRS DIVERSIFIED CURRENCY | $19,328 | $19,328 |
| 514 SHRS ISHARES RUSSELL 1000 GROWTH | $44,178 | $44,178 |
| 1419.159 SHRS IVY INTL CORE | $26,850 | $26,850 |
| 1115.4 SHRS IVY ASSET STRAT | $35,715 | $35,715 |
| 1918.067 SHRS LORD ABBETT | $24,590 | $24,590 |
| 1440.479 NUVEEN OREFERRED | $24,200 | $24,200 |
| 2985.57 SHRS PIMCO EMERGING MARKETS | $31,946 | $31,946 |
| 11551.17 SHRS PIMCO TOTAL RETURN | $123,481 | $123,481 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER & INTERNET EXPENSES | $798 | $0 | $455 |
| FILING FEES | $35 | $0 | $0 |
| OFFICE EXPENSES | $290 | $0 | $0 |
| ADVERTISING EXPENSES | $60 | $0 | $60 |
| DUES AND SUBSCRIPTIONS | $95 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS | Description |
| Amount | $11,863 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $7,903 | Amt |
| Net Investment Income | $7,903 | 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 | $169 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |