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STEPHEN G AND REGINA OSWALD FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
STEPHEN G AND REGINA OSWALD FOUNDATION (EIN 81-0835449)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-16
IRS object ID
202601679349100720
Schema version
2025v4.1
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)
Return2026-06-16T13:44:08-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410223337PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DORSEY & WHITNEY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 S 6TH ST STE 1500AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810835449EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN G AND REGINA OSWALD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEPBusinessNameControlTxt
Phone8609925150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11622 KENSING LNAddressLine1Txt
CitySANTA ANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92706ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN G OSWALDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8609925150PhoneNum
Signature2026-06-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY NEWMANPreparerPersonNm
PTINP00292168PTIN
Phone6123402600PhoneNum
Preparation2026-06-08PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,842,980FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$888,723ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$23InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$546,658NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$768,638GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$546,658CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,435,442TotalRevAndExpnssAmt
Total Net Invst Incm$546,719TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$6,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,050TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$684,115ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$684,115ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$690,165TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$684,115TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$745,277ExcessRevenueOverExpensesAmt
Net Investment Income$546,719NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,430SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$110,964SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$110,964SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$916,727CorporateStockBOYAmt
Corporate Stock EOY$1,313,990CorporateStockEOYAmt
Corporate Stock EOYFMV$1,732,016CorporateStockEOYFMVAmt
Total Assets BOY$949,157TotalAssetsBOYAmt
Total Assets EOY$1,424,954TotalAssetsEOYAmt
Total Assets EOYFMV$1,842,980TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$949,157RetainedEarningBOYAmt
Retained Earning EOY$1,424,954RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$949,157TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,424,954TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$949,157TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,424,954TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$949,157TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$745,277ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,694,434SubtotalAmt
Other Decreases$269,480OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,424,954TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF DONATED SECURITIESPropertyDesc
Gross Sales Price$768,638GrossSalesPriceAmt
Cost Or Other Basis$221,980CostOrOtherBasisAmt
Gain Or Loss$546,658GainOrLossAmt
Gains Minus Excess Or Losses$546,658GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$546,658CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,599InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,599SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,599TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,073EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$526ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,599TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEPHEN G OSWALDIndividualWithBooksNm
Phone9609925150PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11622 KENSING LNAddressLine1Txt
CitySANTA ANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92706ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN G OSWALD
1622 KENSING LNSANTA ANACA92706DIRECTOR, PRESIDENT0.75$0$0$0
REGINA OSWALD
1622 KENSING LNSANTA ANACA92706DIRECTOR, SECRETARY0.75$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,327,902AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,143AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,354,045TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,354,045AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,311CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,333,734NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,687MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,687MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,599TaxBasedOnInvestmentIncomeAmt
Total Tax$7,599TotalTaxAmt
Distributable Before Adj$59,088DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$59,088DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$59,088DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$684,115ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$684,115QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,088DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$912,525ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$354,600ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$940,388ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,425,424ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,172,727ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,805,664TotalExcessDistributionCyovAmt
Qualifying Distributions$684,115QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,088AppliedToCurrentYearAmt
Remaining Distri From Corpus$625,027RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,430,691TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$912,525ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,518,166ExcessDistriCyovToNextYrAmt
Excess From Year4$354,600ExcessFromYear4Amt
Excess From Year3$940,388ExcessFromYear3Amt
Excess From Year2$1,425,424ExcessFromYear2Amt
Excess From Year1$1,172,727ExcessFromYear1Amt
Excess From Current Year$625,027ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN G OSWALDContributingManagerNm
Contributing ManagerREGINA OSWALDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN BATTLE MONUMENTS FOUNDATION
2181 SOUTH COLUMBINE STDENVERCO802104813PCGENERAL OPERATION SUPPORT$28,000
CASA OF ORANGE COUNTY
765 THE CITY DRIVE SOUTH SUITE 300ORANGECA92868PCGENERAL OPERATION SUPPORT$15,000
CHILDREN OF ARMENIA FUND
149 5TH AVE SUITE 500NEW YORKNY10010PCGENERAL OPERATION SUPPORT$10,000
CHOC CHILDREN'S FOUNDATION
1120 WEST LA VETA AVEORANGECA92868PCGENERAL OPERATION SUPPORT$48,450
KIDDIE HAWK AIR ACADEMY
4 W DRY CREEK CIR 100LITTLETONCO80120PCGENERAL OPERATION SUPPORT$60,000
MATER DEI HIGH SCHOOL
1202 W EDINGER AVESANTA ANACA92707PCGENERAL OPERATION SUPPORT$56,655
ORANGE COUNTY SHERIFFS ADVISORY COUNCIL
550 N FLOWER STSANTA ANACA92703PCGENERAL OPERATION SUPPORT$5,000
ORANGE COUNTY UNITED WAY
18012 MITCHELL SIRVINECA92614PCGENERAL OPERATION SUPPORT$31,010
SOUTH COAST REPERTORY
665 TOWN CENTER DRIVECOSTA MESACA92628PCGENERAL OPERATION SUPPORT$20,000
UCI FOUNDATION
100 THEORY SUITE 250IRVINECA92617PCDIABETES RESEARCH$25,000
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS
5807 S WOODLAWN AVECHICAGOIL60637PCGENERAL OPERATION SUPPORT$10,000
WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130PCGENERAL OPERATION SUPPORT$125,000
UNIVERSITY OF MICHIGAN
515 JEFFERSON STREETANN ARBORMI48109PCCHEMISTRY DEPARTMENT$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$684,115TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$546,658ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$546,719ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$546,719TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTEPHEN G AND REGINA OSWALDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11622 KENSING LNAddressLine1Txt
CitySANTA ANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92706ZIPCd
FieldValueIRS element (for citing)
Total Contributions$888,723TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property9,305 TOTAL SHARES OF DUCOMMUN INC STOCK DONATED BETWEEN 5/27/2025 AND 12/11/2025NoncashPropertyDesc
Fair Market Value$888,723FairMarketValueAmt
Received2025-05-27ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5 SHARES OF RAYTHEON TECHNOLOGIES STOCK$294$917
16,388 SHARES OF DUCOMMUN INC$1,312,961$1,729,749
9 SHARES OF CARRIER GLOBAL CORP$179$476
10 SHARES OF OTIS WORLDWIDE CORP$556$874

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENT OF STOCK SOLD (DONOR VS FOUNDATION BASIS)Desc
Amt$269,480Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescACCOUNT FEESDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$6,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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