MARY R STAUFFER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARY R STAUFFER FOUNDATION (EIN 95-4433269)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-10-04
- IRS object ID
- 202132779349100963
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Land Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-04T20:36:53-07:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814557514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JE & Associates An Accountancy Corporation | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 Florence Ave Ste 316 | AddressLine1Txt |
| City | Downey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954433269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY R STAUFFER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 5628617378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4688 | AddressLine1Txt |
| City | DOWNEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90241 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET SUZUKI | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2021-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANET | PersonFirstNm |
| Person Last | SUZUKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jesse Gallardo | PreparerPersonNm |
| PTIN | P01277983 | PTIN |
| Phone | 5629239231 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,083,965 | 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 | $228,850 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,891 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,891 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $186,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $186,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $668,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,665,090 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $668,029 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $178 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,086,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $857,370 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $8,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,025 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,501 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,751 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,750 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,477 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,237 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $427,745 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $427,745 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $495,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $461,757 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $590,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $823,354 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $536,764 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $778,442 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $778,442 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,889,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,238,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,305,523 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,347 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,347 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,347 | LandBldgInvestmentsEOYAmt |
| Total Assets BOY | $7,427,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,018,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,083,965 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $437,875 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $444,116 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $437,875 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $444,116 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,989,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,574,221 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,989,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,574,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,427,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,018,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,989,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $590,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $735 | OtherIncreasesAmt |
| Subtotal | $7,581,196 | SubtotalAmt |
| Other Decreases | $6,975 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,574,221 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (220 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6500 ABERDEEN EMERGING MARKETS EQUITY INCOME | P | 2017-10-01 | 2020-09-28 | $41,372 | $56,818 | -$15,446 | -$15,446 |
| 2000 ABERDEEN AUSTRALIA EQUITY FUND INC | P | 2017-10-01 | 2020-09-28 | $9,063 | $11,520 | -$2,457 | -$2,457 |
| 12500 ABERDEEN TOTAL DYNAMIC DIVIDEND FD BEN INT | P | 2017-10-01 | 2020-09-28 | $98,426 | $129,726 | -$31,300 | -$31,300 |
| 9550 ADAMS DIVERSIFIED EQUITY FUND INC | P | 2017-10-01 | 2020-09-28 | $153,393 | $122,146 | $31,247 | $31,247 |
| 2500 ADAMS NATURAL RESOURCES FUND INC | P | 2017-10-01 | 2020-09-28 | $24,963 | $60,724 | -$35,761 | -$35,761 |
| 2000 ALLIANZGI DIVIDEND INTEREST & PREMIUM | P | 2017-10-01 | 2020-09-28 | $23,571 | $36,783 | -$13,212 | -$13,212 |
| 1539 ALLIANZGI EQUITY & CONV INCOME | P | 2017-10-01 | 2020-09-28 | $37,321 | $33,892 | $3,429 | $3,429 |
| 7803 BLACKROCK ENHANCED EQUITY DIV TR | P | 2017-10-01 | 2020-09-28 | $56,890 | $27,354 | $29,536 | $29,536 |
| 2500 BLACKROCK ENHANCED GLOBAL DIVIDEND TRUST | P | 2017-10-01 | 2020-09-28 | $23,918 | $60,600 | -$36,682 | -$36,682 |
| 4000 BLACKROCK TCP CAPITAL CORP | P | 2017-10-01 | 2020-09-28 | $40,750 | $58,832 | -$18,082 | -$18,082 |
| 3000 BOULDER GROWTH & INCOME FUND INC | P | 2017-10-01 | 2020-09-28 | $30,183 | $30,523 | -$340 | -$340 |
| 7000 COHEN & STEERS CLOSED END OPPORTUNITY | P | 2017-10-01 | 2020-09-28 | $77,365 | $87,945 | -$10,580 | -$10,580 |
| 1000 ETF MANAGERS ETFMG PRIME CYBER SEC | P | 2017-10-01 | 2020-09-28 | $46,674 | $30,963 | $15,711 | $15,711 |
| 4410 EATON VANCE ENHANCED EQUITY INCOME FUND | P | 2017-10-01 | 2020-09-28 | $64,472 | $65,949 | -$1,477 | -$1,477 |
| 4700 EATON VANCE TAX MANAGED GLOBAL BUY | P | 2017-10-01 | 2020-09-28 | $40,289 | $29,941 | $10,348 | $10,348 |
| 8285 EATON VANCE TAX MANAGED GLBL DIVERSIFIED | P | 2017-10-01 | 2020-09-28 | $61,154 | $30,378 | $30,776 | $30,776 |
| 19427 EATON VANCE RISK MANAGED DIVERSIFIED | P | 2017-10-01 | 2020-09-28 | $186,936 | $184,911 | $2,025 | $2,025 |
| 4000 FIRST TRUST ENHANCED EQUITY INCOME FUND | P | 2017-10-01 | 2020-09-28 | $59,519 | $32,666 | $26,853 | $26,853 |
| 5000 FIRST TRUST ABERDEEN GLOBAL OPPORTUNITY | P | 2017-10-01 | 2020-09-28 | $48,523 | $62,396 | -$13,873 | -$13,873 |
| 6000 FIRST TRUST VALUE LINE DIVIDEND INDEX ETF | P | 2017-10-01 | 2020-09-28 | $189,122 | $160,797 | $28,325 | $28,325 |
| 1000 FIRST TRUST EXCHANGE TRADED FUND III PFD SECS | P | 2017-10-01 | 2020-09-28 | $19,114 | $19,521 | -$407 | -$407 |
| 5525 GAMCO GLOBAL GOLD NATURAL RES & INCOME | P | 2017-10-01 | 2020-09-28 | $18,843 | $31,884 | -$13,041 | -$13,041 |
| 2559 GUGGENHEIM ENHANCED EQUITY INCOME FUND | P | 2017-10-01 | 2020-09-28 | $13,839 | $8,171 | $5,668 | $5,668 |
| 2000 JOHN HANCOCK TAX ADVANTAGED GLOBAL | P | 2017-10-01 | 2020-09-28 | $10,091 | $13,167 | -$3,076 | -$3,076 |
| 1068 HANCOCK JOHN PREM DIV FUND | P | 2017-10-01 | 2020-09-28 | $13,211 | $12,472 | $739 | $739 |
| 1000 JOHN HANCOCK TAX ADV DIVIDEND INCOME FUND | P | 2017-10-01 | 2020-09-28 | $19,264 | $17,799 | $1,465 | $1,465 |
| 1000 INVESCO QQQ ETF | P | 2017-10-01 | 2020-09-28 | $276,465 | $121,097 | $155,368 | $155,368 |
| 500 INVESCO DWA FINANCIAL MOMENTUM | P | 2017-10-01 | 2020-09-28 | $18,441 | $14,467 | $3,974 | $3,974 |
| 1000 ISHARES MSCI EMERGING MARKETS ASIA ETF | P | 2017-10-01 | 2020-09-28 | $73,531 | $74,348 | -$817 | -$817 |
| 5500 LIBERTY ALL-STAR EQUITY FUND SHARES OF | P | 2017-10-01 | 2020-09-28 | $32,791 | $24,256 | $8,535 | $8,535 |
| 9000 NUVEEN S&P 500 BUY WRITE INCOME FUND | P | 2017-10-01 | 2020-09-28 | $100,656 | $102,517 | -$1,861 | -$1,861 |
| 11100 NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FD | P | 2017-10-01 | 2020-09-28 | $269,107 | $168,268 | $100,839 | $100,839 |
| 3000 NUVEEN DOW 30 DYNAMIC OVERWRITE FUND | P | 2017-10-01 | 2020-09-28 | $40,031 | $36,095 | $3,936 | $3,936 |
| 11500 ROYCE VALUE TRUST INC | P | 2017-10-01 | 2020-09-28 | $144,918 | $162,907 | -$17,989 | -$17,989 |
| 9000 ROYCE MICRO-CAP TRUST INC | P | 2017-10-01 | 2020-09-28 | $68,876 | $95,194 | -$26,318 | -$26,318 |
| 4525 SOURCE CAPITAL INC | P | 2017-10-01 | 2020-09-28 | $165,985 | $169,325 | -$3,340 | -$3,340 |
| 25600 VIRTUS TOTAL RETURN FUND INC | P | 2017-10-01 | 2020-09-28 | $201,624 | $253,214 | -$51,590 | -$51,590 |
| 17800 VOYA RISK MANAGED NATURAL RESOURCES FUND | P | 2017-10-01 | 2020-09-28 | $43,607 | $140,240 | -$96,633 | -$96,633 |
| 300 WISDOMTREE INDIA EARNINGS ETF | P | 2017-10-01 | 2020-09-28 | $7,036 | $7,546 | -$510 | -$510 |
| 500 WISDOMTREE TRUST US DIV GRWTH FUND | P | 2017-10-01 | 2020-09-28 | $24,759 | $18,690 | $6,069 | $6,069 |
| 6815.18 DAVIS F NY VENTURE | P | 2017-10-01 | 2020-09-28 | $188,167 | $203,179 | -$15,012 | -$15,012 |
| 3772.89 WASHINGTON MUTUAL F INVESTORS | P | 2017-10-01 | 2020-09-28 | $172,949 | $110,313 | $62,636 | $62,636 |
| 200 ALPHABET INC CL A | P | 2017-10-01 | 2020-09-28 | $291,506 | $244,401 | $47,105 | $47,105 |
| 400 ALPHABET INC CL C | P | 2017-10-01 | 2020-09-28 | $584,848 | $386,269 | $198,579 | $198,579 |
| 1200 ALTRIA GROUP INC | P | 2017-10-01 | 2020-09-28 | $46,932 | $75,329 | -$28,397 | -$28,397 |
| 6000 AMBEV S A SPONS ADR | P | 2017-10-01 | 2020-09-28 | $13,500 | $40,664 | -$27,164 | -$27,164 |
| 500 AMGEN INC | P | 2017-10-01 | 2020-09-28 | $122,680 | $84,438 | $38,242 | $38,242 |
| 600 APPLIED OPTOELECTRONICS INC | P | 2017-10-01 | 2020-09-28 | $6,523 | $39,865 | -$33,342 | -$33,342 |
| 1000 AT&T INC | P | 2017-10-01 | 2020-09-28 | $28,614 | $40,153 | -$11,539 | -$11,539 |
| 1 BERKSHIRE HATHAWAY INC CL A | P | 2017-10-01 | 2020-09-28 | $322,453 | $112,040 | $210,413 | $210,413 |
| 1000 BERKSHIRE HATHAWAY INC CL B NEW | P | 2017-10-01 | 2020-09-28 | $214,959 | $140,831 | $74,128 | $74,128 |
| 500 BOSTON PROPERTIES INC * | P | 2017-10-01 | 2020-09-28 | $41,901 | $69,742 | -$27,841 | -$27,841 |
| 100 BOSWELL J G COMPANY | P | 2017-10-01 | 2020-09-28 | $54,499 | $83,242 | -$28,743 | -$28,743 |
| 1000 BRISTOL MYERS SQUIBB COMPANY | P | 2017-10-01 | 2020-09-28 | $59,544 | $60,522 | -$978 | -$978 |
| 700 CAPITAL ONE FINANCIAL CORP | P | 2017-10-01 | 2020-09-28 | $50,395 | $59,090 | -$8,695 | -$8,695 |
| 300 CORELOGIC INC | P | 2017-10-01 | 2020-09-28 | $20,374 | $13,931 | $6,443 | $6,443 |
| 2000 COVANTA HOLDING CORP | P | 2017-10-01 | 2020-09-28 | $16,242 | $28,466 | -$12,224 | -$12,224 |
| 1000 DIVERSIFIED HEALTHCARE * TRUST SBI | P | 2017-10-01 | 2020-09-28 | $3,541 | $21,580 | -$18,039 | -$18,039 |
| 225 EXACT SCIENCES CORP | P | 2017-10-01 | 2020-09-28 | $22,516 | $22,516 | $22,516 | |
| 500 EXXON MOBIL CORP | P | 2017-10-01 | 2020-09-28 | $17,922 | $41,190 | -$23,268 | -$23,268 |
| 700 FACEBOOK INC CL A | P | 2017-10-01 | 2020-09-28 | $179,438 | $108,437 | $71,001 | $71,001 |
| 67 FIVE STAR SENIOR LIVING INC NEW | P | 2017-10-01 | 2020-09-28 | $346 | $283 | $63 | $63 |
| 1700 GILEAD SCIENCES INC | P | 2017-10-01 | 2020-09-28 | $106,436 | $132,539 | -$26,103 | -$26,103 |
| 1500 GLAXOSMITHKLINE PLC SPON ADR | P | 2017-10-01 | 2020-09-28 | $56,759 | $68,845 | -$12,086 | -$12,086 |
| 1000 GRIFOLS S A SPON ADR REPSTG 1/2 CL B NON VTG | P | 2017-10-01 | 2020-09-28 | $17,130 | $22,476 | -$5,346 | -$5,346 |
| 200 GROUPON INC NEW | P | 2017-10-01 | 2020-09-28 | $4,686 | $20,770 | -$16,084 | -$16,084 |
| 1000 HAIN CELESTIAL GROUP INC | P | 2017-10-01 | 2020-09-28 | $33,802 | $38,636 | -$4,834 | -$4,834 |
| 2000 HANESBRANDS INC | P | 2017-10-01 | 2020-09-28 | $31,641 | $40,875 | -$9,234 | -$9,234 |
| 400 HELEN OF TROY LTD BERMUDA | P | 2017-10-01 | 2020-09-28 | $77,771 | $35,203 | $42,568 | $42,568 |
| 500 HERSHEY COMPANY | P | 2017-10-01 | 2020-09-28 | $70,415 | $50,009 | $20,406 | $20,406 |
| 1000 IMPERIAL BRANDS PLC SPONSORED ADR | P | 2017-10-01 | 2020-09-28 | $17,940 | $44,135 | -$26,195 | -$26,195 |
| 2500 IMPERIAL OIL LTD NEW | P | 2017-10-01 | 2020-09-28 | $31,580 | $86,026 | -$54,446 | -$54,446 |
| 1000 INDUSTRIAS BACHOCO SAB DE CV SPON ADR | P | 2017-10-01 | 2020-09-28 | $36,383 | $48,545 | -$12,162 | -$12,162 |
| 200 INTERDIGITAL INC | P | 2017-10-01 | 2020-09-28 | $11,410 | $20,435 | -$9,025 | -$9,025 |
| 1300 INTL BUSINESS MACHINES CORP | P | 2017-10-01 | 2020-09-28 | $158,687 | $238,711 | -$80,024 | -$80,024 |
| 1000 INVESCO LTD | P | 2017-10-01 | 2020-09-28 | $11,531 | $31,550 | -$20,019 | -$20,019 |
| 1000 IRIDIUM COMMUNICATIONS INC | P | 2017-10-01 | 2020-09-28 | $24,939 | $11,066 | $13,873 | $13,873 |
| 100 IROBOT CORP | P | 2017-10-01 | 2020-09-28 | $7,830 | $10,505 | -$2,675 | -$2,675 |
| 1300 KBR INC | P | 2017-10-01 | 2020-09-28 | $29,506 | $32,767 | -$3,261 | -$3,261 |
| 500 LIMONEIRA COMPANY | P | 2017-10-01 | 2020-09-28 | $7,376 | $12,122 | -$4,746 | -$4,746 |
| 500 MERCK & COMPANY INC NEW | P | 2017-10-01 | 2020-09-28 | $41,430 | $28,619 | $12,811 | $12,811 |
| 500 NESTLE S A SPON ADR REPSTG REG SHS | P | 2017-10-01 | 2020-09-28 | $59,304 | $35,966 | $23,338 | $23,338 |
| 804 ONTO INNOVATION INC | P | 2017-10-01 | 2020-09-28 | $23,684 | $26,991 | -$3,307 | -$3,307 |
| 1000 ORACLE CORP | P | 2017-10-01 | 2020-09-28 | $59,610 | $43,360 | $16,250 | $16,250 |
| 500 OSI SYSTEMS INC | P | 2017-10-01 | 2020-09-28 | $39,138 | $39,959 | -$821 | -$821 |
| 300 PROCTER & GAMBLE CO | P | 2017-10-01 | 2020-09-28 | $41,777 | $24,653 | $17,124 | $17,124 |
| 500 PUBLIC STORAGE INC * | P | 2017-10-01 | 2020-09-28 | $111,042 | $107,081 | $3,961 | $3,961 |
| 2300 QUALCOMM INC | P | 2017-10-01 | 2020-09-28 | $270,668 | $124,145 | $146,523 | $146,523 |
| 1000 SANOFI SPON ADR | P | 2017-10-01 | 2020-09-28 | $50,775 | $42,285 | $8,490 | $8,490 |
| 800 SMUCKER JM COMPANY NEW | P | 2017-10-01 | 2020-09-28 | $90,785 | $82,121 | $8,664 | $8,664 |
| 2000 STERLING CONSTRUCTION INC | P | 2017-10-01 | 2020-09-28 | $28,468 | $29,240 | -$772 | -$772 |
| 1900 SYNCHRONY FINANCIAL | P | 2017-10-01 | 2020-09-28 | $49,715 | $62,141 | -$12,426 | -$12,426 |
| 25 SYNNEX CORP | P | 2017-10-01 | 2020-09-28 | $3,289 | $2,568 | $721 | $721 |
| 500 TD AMERITRADE HOLDING CORP | P | 2017-10-01 | 2020-09-28 | $19,580 | $26,166 | -$6,586 | -$6,586 |
| 561 TOOTSIE ROLL INDUSTRIES INC | P | 2017-10-01 | 2020-09-28 | $17,056 | $18,730 | -$1,674 | -$1,674 |
| 1000 TWITTER INC | P | 2017-10-01 | 2020-09-28 | $43,730 | $28,257 | $15,473 | $15,473 |
| 1000 UMPQUA HOLDINGS CORP | P | 2017-10-01 | 2020-09-28 | $11,021 | $17,838 | -$6,817 | -$6,817 |
| 606 VECTOR GROUP LTD | P | 2017-10-01 | 2020-09-28 | $6,030 | $11,854 | -$5,824 | -$5,824 |
| 500 VERIZON COMMUNICATIONS INC | P | 2017-10-01 | 2020-09-28 | $29,795 | $25,069 | $4,726 | $4,726 |
| 1311 VIACOMCBS INC CL B | P | 2017-10-01 | 2020-09-28 | $39,265 | $100,339 | -$61,074 | -$61,074 |
| 2000 VIRTU FINANCIAL INC CL A | P | 2017-10-01 | 2020-09-28 | $46,717 | $37,059 | $9,658 | $9,658 |
| 2000 WALT DISNEY CO | P | 2017-10-01 | 2020-09-28 | $253,080 | $204,395 | $48,685 | $48,685 |
| 2000 WEYERHAEUSER CO * | P | 2017-10-01 | 2020-09-28 | $56,380 | $55,544 | $836 | $836 |
| 11 3M sale | P | 2020-10-14 | 2020-10-30 | $1,790 | $1,856 | -$66 | -$66 |
| 44 ADYEN N V | P | 2020-10-14 | 2021-01-07 | $1,872 | $1,739 | $133 | $133 |
| 42 Adyen NV | P | 2020-10-14 | 2020-11-12 | $1,628 | $1,659 | -$31 | -$31 |
| 17 AGORA INC | P | 2020-10-30 | 2021-01-26 | $893 | $677 | $216 | $216 |
| 11 Alibaba | P | 2020-10-20 | 2020-12-22 | $2,820 | $3,467 | -$647 | -$647 |
| 5 ALIBABA | P | 2020-10-20 | 2020-12-28 | $1,113 | $1,534 | -$421 | -$421 |
| 11 ALIBABA | P | 2020-10-20 | 2020-12-28 | $2,448 | $3,581 | -$1,133 | -$1,133 |
| 1 Alibaba Group | P | 2020-10-20 | 2020-11-12 | $266 | $311 | -$45 | -$45 |
| 1 Alibaba Group | P | 2020-10-20 | 2020-11-12 | $266 | $311 | -$45 | -$45 |
| 321 Bae | P | 2020-10-30 | 2020-11-10 | $7,977 | $6,681 | $1,296 | $1,296 |
| 14 BILIBILI | P | 2020-10-30 | 2021-01-12 | $1,621 | $626 | $995 | $995 |
| 11 Bilibilli | P | 2020-10-30 | 2021-02-04 | $1,561 | $492 | $1,069 | $1,069 |
| 13 Bilibilli | P | 2020-10-30 | 2021-02-22 | $1,783 | $581 | $1,202 | $1,202 |
| 19 Bilibilli | P | 2020-10-30 | 2021-02-24 | $2,415 | $849 | $1,566 | $1,566 |
| 9 Bilibilli | P | 2020-10-30 | 2021-03-02 | $5,129 | $3,263 | $1,866 | $1,866 |
| 0.025 Bilibilli | P | 2020-10-30 | 2021-03-05 | $13 | $9 | $4 | $4 |
| 37 Brookfield Asset | P | 2020-10-14 | 2020-11-27 | $1,530 | $1,267 | $263 | $263 |
| 30 BROOKFIELD PPTY REIT INC CL A | P | 2020-10-14 | 2021-01-11 | $504 | $402 | $102 | $102 |
| 26 BROOKFIELD PPTY REIT INC CL A | P | 2020-10-14 | 2021-01-21 | $443 | $349 | $94 | $94 |
| 7 CBRE GROUP | P | 2020-10-14 | 2020-12-08 | $465 | $346 | $119 | $119 |
| 68 CHINDATA GROUP HOLDINGS | P | 2020-10-30 | 2021-01-25 | $1,312 | $922 | $390 | $390 |
| 2 CHIPOTLE MEXICAN GRILL | P | 2020-10-30 | 2020-12-22 | $2,822 | $2,412 | $410 | $410 |
| 7 CHIPOTLE MEXICAN GRILL | P | 2020-10-30 | 2020-12-28 | $9,867 | $8,443 | $1,424 | $1,424 |
| 2 Colfax | P | 2020-10-14 | 2020-11-02 | $882 | $1,011 | -$129 | -$129 |
| 13 Deere | P | 2020-10-30 | 2021-02-24 | $4,492 | $2,930 | $1,562 | $1,562 |
| 4 Deere | P | 2020-10-30 | 2021-02-24 | $1,250 | $901 | $349 | $349 |
| 13 Deere | P | 2020-10-30 | 2021-03-01 | $4,613 | $2,930 | $1,683 | $1,683 |
| 13 Deere | P | 2020-10-30 | 2021-03-19 | $5,277 | $3,155 | $2,122 | $2,122 |
| 5 Deere | P | 2020-10-30 | 2021-04-12 | $1,883 | $1,127 | $756 | $756 |
| 10 Deere | P | 2020-10-30 | 2021-04-14 | $3,803 | $2,254 | $1,549 | $1,549 |
| 11 Deere | P | 2020-10-30 | 2021-04-19 | $4,179 | $2,479 | $1,700 | $1,700 |
| 0.25 Deere | P | 2021-02-11 | 2021-04-22 | $94 | $56 | $38 | $38 |
| 21 DEERE & CO | P | 2020-10-30 | 2021-01-15 | $6,181 | $4,732 | $1,449 | $1,449 |
| 12 DEERE & CO | P | 2020-10-30 | 2021-01-22 | $3,649 | $2,704 | $945 | $945 |
| 54 EPR Properties | P | 2020-11-03 | 2020-11-12 | $1,493 | $1,333 | $160 | $160 |
| 8 Equifax | P | 2020-11-03 | 2020-11-18 | $1,378 | $1,123 | $255 | $255 |
| 12000 FEDL NATL MTG ASSN 3945 | P | 2020-11-09 | 2021-01-12 | $7,535 | $8,739 | -$1,204 | -$1,204 |
| 22 ferrari | P | 2020-10-30 | 2021-03-05 | $4,262 | $3,906 | $356 | $356 |
| 10 FIDELITY NATIONAL FINANCIAL | P | 2020-10-30 | 2021-01-21 | $430 | $361 | $69 | $69 |
| 2 First Republic | P | 2020-10-20 | 2020-11-02 | $254 | $258 | -$4 | -$4 |
| 2 First Republic | P | 2020-10-20 | 2020-11-02 | $254 | $251 | $3 | $3 |
| 52 FRANCO NEVADA CORP | P | 2020-12-31 | 2020-12-28 | $6,533 | $6,947 | -$414 | -$414 |
| 3 Gartner | P | 2020-10-20 | 2020-11-02 | $371 | $380 | -$9 | -$9 |
| 57 Graco | P | 2020-10-30 | 2021-02-24 | $3,991 | $3,530 | $461 | $461 |
| 6 HILTON WORLDWIDE | P | 2020-10-14 | 2020-12-08 | $654 | $532 | $122 | $122 |
| 18 Hilton HLDGS | P | 2020-10-14 | 2020-12-22 | $4,364 | $3,634 | $730 | $730 |
| 17 HONEYWELL | P | 2020-10-14 | 2020-12-02 | $3,540 | $2,949 | $591 | $591 |
| 14 HONEYWELL INTERNATIONAL | P | 2020-10-14 | 2020-12-10 | $2,964 | $2,429 | $535 | $535 |
| 1 Idexx Labs | P | 2020-10-20 | 2020-11-27 | $453 | $426 | $27 | $27 |
| 210 Ishares Russell 2000 | P | 2020-10-27 | 2021-03-03 | $33,199 | $22,281 | $10,918 | $10,918 |
| 32 Johnson & Johnson | P | 2020-10-14 | 2020-12-02 | $4,741 | $4,741 | ||
| 31 KBC Group | P | 2020-10-14 | 2020-11-18 | $1,065 | $801 | $264 | $264 |
| 196 Knorr Bremse AG | P | 2020-10-30 | 2021-04-23 | $6,074 | $5,627 | $447 | $447 |
| 20 L3HARRIS TECHNOLOGIES | P | 2020-10-30 | 2021-01-15 | $3,801 | $3,174 | $627 | $627 |
| 0.088 L3HARRIS TECHNOLOGIES | P | 2020-11-18 | 2021-01-21 | $17 | $14 | $3 | $3 |
| 265 Lasertec | P | 2020-10-30 | 2021-02-23 | $7,070 | $4,910 | $2,160 | $2,160 |
| 5 LIBERTY BROADBAND CORP S-C | P | 2020-10-14 | 2021-01-11 | $770 | $741 | $29 | $29 |
| 82 Lonza Group | P | 2020-10-30 | 2020-10-30 | $5,305 | $5,012 | $293 | $293 |
| 165 Lonza Group AG | P | 2020-10-14 | 2021-04-23 | $10,017 | $9,892 | $125 | $125 |
| 6 LYONDELLBASELL | P | 2020-10-14 | 2020-12-10 | $530 | $469 | $61 | $61 |
| 16 LYONDELLBASELL NV CL | P | 2020-10-14 | 2021-01-26 | $1,419 | $1,252 | $167 | $167 |
| 8 LYONDELLBASELL NV CL | P | 2020-10-14 | 2021-01-27 | $683 | $626 | $57 | $57 |
| 1 MARTIN MARRIETA MATERIALS | P | 2020-10-14 | 2021-01-21 | $308 | $260 | $48 | $48 |
| 50 Meituan | P | 2020-10-30 | 2020-11-25 | $3,773 | $3,739 | $34 | $34 |
| 1 MICROSOFT | P | 2020-10-20 | 2020-12-04 | $213 | $221 | -$8 | -$8 |
| 8000 Microsoft | P | 2020-10-12 | 2021-02-12 | $10,143 | $11,010 | -$867 | -$867 |
| 7 MICROSOFT | P | 2020-10-30 | 2020-12-04 | $1,493 | $1,544 | -$51 | -$51 |
| 46 MINISO | P | 2020-10-30 | 2020-12-17 | $1,086 | $881 | $205 | $205 |
| 5 MONOTARO CO | P | 2020-10-14 | 2020-12-03 | $293 | $272 | $21 | $21 |
| 34 NEXTERA ENERGY INC | P | 2020-10-14 | 2021-01-26 | $2,899 | $2,556 | $343 | $343 |
| 22 Nidec Corp | P | 2020-10-14 | 2020-11-09 | $607 | $528 | $79 | $79 |
| 59 NIDEC CORP | P | 2020-10-14 | 2020-12-02 | $1,853 | $1,415 | $438 | $438 |
| 60 NIO | P | 2020-10-30 | 2020-12-08 | $2,798 | $1,834 | $964 | $964 |
| 29 Nio Inc | P | 2020-10-30 | 2021-02-16 | $1,762 | $887 | $875 | $875 |
| 21 NIO INC | P | 2020-10-30 | 2021-01-13 | $1,299 | $642 | $657 | $657 |
| 49 Nio Inc | P | 2020-10-30 | 2021-03-01 | $2,441 | $1,498 | $943 | $943 |
| 37 NOVARTIS AG ADR | P | 2020-10-20 | 2021-01-22 | $3,587 | $3,227 | $360 | $360 |
| 35 NOVARTIS AG ADR | P | 2020-10-20 | 2021-01-25 | $3,395 | $3,052 | $343 | $343 |
| 43 NOVARTIS AG ADR | P | 2020-10-20 | 2021-01-27 | $4,052 | $3,743 | $309 | $309 |
| 1 Progressive Corp | P | 2020-10-14 | 2020-11-02 | $94 | $101 | -$7 | -$7 |
| 1 TRANSDIGM GROUP | P | 2020-10-14 | 2020-12-08 | $602 | $485 | $117 | $117 |
| 26 REALPAGE INC | P | 2020-10-14 | 2021-01-11 | $2,249 | $1,536 | $713 | $713 |
| 16 REALPAGE INC | P | 2020-10-14 | 2021-01-21 | $1,393 | $945 | $448 | $448 |
| 40 ROCHE | P | 2020-10-14 | 2020-12-01 | $1,658 | $1,737 | -$79 | -$79 |
| 15 Roper Technologies | P | 2020-10-14 | 2020-11-09 | $5,941 | $6,397 | -$456 | -$456 |
| 2 Sap AG | P | 2020-10-14 | 2020-10-30 | $303 | $314 | -$11 | -$11 |
| 7 SAP AG | P | 2020-10-14 | 2020-11-12 | $827 | $1,099 | -$272 | -$272 |
| 28 Sap AG | P | 2020-10-14 | 2020-11-12 | $3,322 | $4,397 | -$1,075 | -$1,075 |
| 17 SAP AG | P | 2020-10-14 | 2020-11-06 | $1,962 | $2,670 | -$708 | -$708 |
| 17 Sap Se | P | 2020-10-30 | 2020-11-18 | $2,004 | $1,805 | $199 | $199 |
| 18 Sap Se | P | 2020-10-30 | 2020-11-18 | $2,134 | $1,911 | $223 | $223 |
| 32 Shiseido | P | 2020-10-30 | 2020-11-18 | $2,220 | $2,072 | $148 | $148 |
| 17 SHISEIDO LTD | P | 2020-10-30 | 2020-12-23 | $1,155 | $1,101 | $54 | $54 |
| 1 SOCIEDAD | P | 2020-10-14 | 2020-12-30 | $49 | $35 | $14 | $14 |
| 18 Sociedad | P | 2020-10-14 | 2020-11-18 | $824 | $625 | $199 | $199 |
| 1 SOCIEDAD QUIMICA | P | 2020-10-14 | 2020-12-29 | $48 | $35 | $13 | $13 |
| 13 SOCIEDAD QUIMICA Y MINERA | P | 2020-10-14 | 2021-01-07 | $705 | $451 | $254 | $254 |
| 15 Sociedad Quimica Y Minera | P | 2020-10-14 | 2021-01-14 | $868 | $521 | $347 | $347 |
| 6 Sociedad Quimica Y Minera | P | 2020-10-14 | 2021-01-15 | $339 | $208 | $131 | $131 |
| 2 Solaredge Technologies | P | 2020-10-14 | 2020-10-30 | $622 | $611 | $11 | $11 |
| 25 STONECO LTD | P | 2020-10-14 | 2020-12-22 | $2,134 | $1,439 | $695 | $695 |
| 120 SYMRISE AG | P | 2020-10-14 | 2020-12-07 | $3,742 | $4,145 | -$403 | -$403 |
| 61 SYSMEX | P | 2020-10-14 | 2020-12-07 | $3,314 | $2,834 | $480 | $480 |
| 100 Taubman | P | 2020-11-03 | 2020-11-19 | $4,277 | $3,372 | $905 | $905 |
| 15 Temenos | P | 2020-10-27 | 2020-11-18 | $1,862 | $1,994 | -$132 | -$132 |
| 15 TENCENT | P | 2020-10-27 | 2020-12-04 | $1,131 | $1,158 | -$27 | -$27 |
| 39 TENCENT HOLDINGS LTD | P | 2020-10-27 | 2020-12-04 | $2,939 | $2,868 | $71 | $71 |
| Morgan Stanley | P | 2020-10-14 | 2021-03-31 | $489,038 | $485,459 | $3,579 | $3,579 |
| Morgan Stanley | P | 2020-10-14 | 2021-04-30 | $45,591 | $39,254 | $6,337 | $6,337 |
| Morgan Stanley | P | 2020-10-14 | 2021-02-28 | $302,089 | $269,207 | $32,882 | $32,882 |
| 29 Valero | P | 2020-10-14 | 2020-11-18 | $1,560 | $1,223 | $337 | $337 |
| 483 Vanguard Value | P | 2020-10-27 | 2020-11-05 | $55,978 | $50,850 | $5,128 | $5,128 |
| 13 Verisk Analytics | P | 2020-10-14 | 2020-11-09 | $2,581 | $2,491 | $90 | $90 |
| 2 Verisk Analytics Inc | P | 2020-10-14 | 2020-11-09 | $397 | $385 | $12 | $12 |
| 37 Viatris | P | 2020-11-17 | 2021-01-31 | $678 | $678 | $678 | |
| 3 Vulcan Materials | P | 2020-10-14 | 2021-01-21 | $476 | $442 | $34 | $34 |
| 1215 Western | P | 2020-11-04 | 2021-02-12 | $11,871 | $11,579 | $292 | $292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $668,029 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,445 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,445 | SubtotalAmt |
| Tax Based On Investment Income | $11,445 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $52 | EsPenaltyAmt |
| Tax Due | $8,297 | TaxDueAmt |
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 |
| 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 | Yes (true) | 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 | maryrstaufferfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JE & Associates | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5629239231 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 Florence Ave suite 316 | AddressLine1Txt |
| City | DOWNEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90240 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| Phil Davis | ||||||
| PO BOX 4688 | Downey | CA | 90241 | Director | 5.00 | $0 |
| REGINA DONAHUE | ||||||
| PO BOX 4688 | DOWNEY | CA | 90241 | Secretary | 5.00 | $0 |
| JANET SUZUKI | ||||||
| PO BOX 4688 | DOWNEY | CA | 90241 | Director | 20.00 | $0 |
| NANCY SWENSON | ||||||
| PO BOX 4688 | DOWNEY | CA | 90241 | COO | 20.00 | $0 |
| John Stauffer | ||||||
| PO BOX 4688 | DOWNEY | CA | 90241 | Director | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE AID TO INNOVATIVE EDUCATION FOR THE DOWNEY UNIFIED SCHOOL DISTRICT ACROSS 20 K12 SCHOOLS + Adult school: Alternate methods for remote learning including Skills USA Competition Remotely; 23 TEACHER/PRINCIPAL GRANTS | Description1Txt |
| Expenses1 | $172,100 | Expenses1Amt |
| Description2 | SCHOLARSHIPS AND BOOK ALLOWANCE TO 582 ELIGIBLE HIGH SCHOOL AND COLLEGE STUDENTS. | Description2Txt |
| Expenses2 | $147,000 | Expenses2Amt |
| Description3 | MERIT AWARDS FOR SCHOLASTIC AND ATHLETIC EXCELLENCE TO 537 HIGH SCHOOL STUDENTS IN THE DOWNEY UNIFIED SCHOOL DISTRICT. | Description3Txt |
| Expenses3 | $60,325 | Expenses3Amt |
| Description4 | PROVIDE EDUCATIONAL SEMINARS ON COLLEGE SAVINGS FOR MIDDLE SCHOOL STUDENT PARENTS AND START/CONTRIBUTE TO COLLEGE SAVINGS ACCOUNTS FOR 283 ELIGIBLE STUDENTS AT 40 FINANCIAL INSTITUTIONS. | Description4Txt |
| Expenses4 | $48,320 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,844,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,354,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,199,488 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,199,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,076,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $403,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $461,757 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $461,757 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $461,757 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-11-24 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $319,668 | Year1Amt |
| Year2 | $380,205 | Year2Amt |
| Year3 | $315,238 | Year3Amt |
| Total | $1,015,111 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $271,718 | Year1Amt |
| Year2 | $323,174 | Year2Amt |
| Year3 | $267,952 | Year3Amt |
| Total | $862,844 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $461,757 | CurrentYearAmt |
| Year1 | $380,163 | Year1Amt |
| Year2 | $412,881 | Year2Amt |
| Year3 | $514,611 | Year3Amt |
| Total | $1,769,412 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $461,757 | CurrentYearAmt |
| Year1 | $380,163 | Year1Amt |
| Year2 | $412,881 | Year2Amt |
| Year3 | $514,611 | Year3Amt |
| Total | $1,769,412 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,305,523 | CurrentYearAmt |
| Year1 | $7,325,670 | Year1Amt |
| Year2 | $8,039,692 | Year2Amt |
| Year3 | $7,632,791 | Year3Amt |
| Total | $31,303,676 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DOWNEY UNIFIED SCHOOL DISTRICT | ||||||
| 11627 BROOKSHIRE AVENUE | DOWNEY CA | CA | 90241 | NONE | PROVIDE AID TO INNOVATIVE EDUCATION FOR THE DOWNEY UNIFIED SCHOOL DISTRICT ACROSS 20 K12 SCHOOLS + Adult school: ROBOTICS CLUBS 3-12 Grades,Museum programs Grades 3-5; 17 TEACHER/PRINCIPAL GRANTS | $172,100 |
| VARIOUS SCHOLARSHIP PROGRAMS | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | VARIOUS SCHOLARSHIPS | $250,960 |
| VARIOUS PROGRAMS TO PROMOTE EDUCATI | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | DOWNEY UNIFIED SCHOOL DISTRICT TEACHER PROJECTS TO AID IN THE EDUCATIONAL TEACHING EXPERIENCE TO ENHANCE THE LEARNING PROCESS OF STUDENTS. | $4,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $427,745 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,891 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,450 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $161,125 | ExclusionAmt |
| Related Or Exempt Function Incm | $506,904 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT | Desc |
| Related Or Exempt Function Incm | $178 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $350,466 | ExclusionAmt |
| Related Or Exempt Function Incm | $507,082 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $857,548 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | USED FOR SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
| 11 | USED FOR SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
| 3 | USED FOR SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
| 4 | USED FOR SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARY R STAUFFER co Dorothy Knight | ||||||
| 1 | 4303 San Rafael Ave | Los Angeles | CA | 90042 | $81,000 | Yes (X) |
| MARY R STAUFFER co Dorothy Knight | ||||||
| 2 | 4303 San Rafael Ave | Los Angeles | CA | 90042 | $125,000 | Yes (X) |
| anonymous | ||||||
| 3 | anonymous | anonymous | CA | 90042 | $20,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,050 | Amt |
| Net Investment Income | $4,025 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,025 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $1,347 | CostOrOtherBasisAmt |
| Book Value | $1,347 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Nondeductible expenses | $2,600 |
| Outstanding award -Community college | $4,375 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $15 | $8 | $7 |
| INSURANCE | $1,463 | $732 | $731 |
| INVESTMENT FEE | $42,854 | $21,427 | $21,427 |
| LEASE EXPENSE | $10,200 | $5,100 | $5,100 |
| MEETING | $708 | $354 | $354 |
| OFFICE EXPENSE | $124 | $62 | $62 |
| POSTAGE | $5 | $3 | $2 |
| SUBSCRIPTIONS | $168 | $84 | $84 |
| SUPPLIES | $940 | $470 | $470 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $178 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Community college scholarship | $437,140 | $441,515 |
| Outstanding Award Checks | $735 | $2,600 |
| Rounding | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $1,894 | $947 | $947 |
| FOREIGN TAX | $1,527 | $764 | $763 |
| STATE TAXES | $15 | -$8 | -$7 |
| TAXES AND LICENSE | $95 | $48 | $47 |
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