MARY R STAUFFER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARY R STAUFFER FOUNDATION (EIN 95-4433269)
- Tax period
- 2018-05-01 to 2019-04-30
- Filed
- 2020-02-16
- IRS object ID
- 202010479349100501
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-16T18:16:09-08:00 | ReturnTs |
| Tax Period End | 2019-04-30 | 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 | 2018-05-01 | 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 | 2020-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jesse Gallardo | PreparerPersonNm |
| PTIN | P01277983 | PTIN |
| Phone | 5629239231 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $8,039,692 | 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 | $207,731 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,908 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,908 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,908 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $364,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $364,614 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $364,614 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,155 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $23,155 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $886 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $600,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $391,677 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $391,677 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $450 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $225 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $225 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,445 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,722 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,723 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,964 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $535 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $535 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $14,474 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $24,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,483 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $412,881 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $412,881 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $437,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,483 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $163,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $387,195 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $387,194 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $139,262 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $388,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $388,895 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,111,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,007,737 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,650,797 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,314 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,142 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,314 | LandBldgInvestmentsEOYAmt |
| Total Assets BOY | $7,251,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,397,946 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,039,692 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $375,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $358,115 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $375,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $358,115 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,876,751 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,039,831 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,876,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,039,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,251,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,397,946 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,876,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $163,080 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,039,831 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,039,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $23,155 | GrossSalesPriceAmt |
| Gain Or Loss | $23,155 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $23,155 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,155 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23,155 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $509,430 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,459,519 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06829 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $471,544 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,806,119 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06928 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $199,666 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,275,568 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03182 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $518,652 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,789,994 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07639 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $418,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,465,918 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06471 | DistributionYr5Rt |
| Total Distribution | 0.310485 | TotalDistributionRt |
| Average Distribution | 0.062097 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,604,098 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $472,192 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,872 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $476,064 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $412,881 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,744 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,744 | SubtotalAmt |
| Tax Based On Investment Income | $7,744 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,544 | 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 | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 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 | N/A | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ALLISON RILEY | ||||||
| PO BOX 4688 | DOWNEY | CA | 90241 | Secretary | 0.50 | $0 |
| JANET SUZUKI | ||||||
| PO BOX 4688 | DOWNEY | CA | 90241 | CEO | 20.00 | $0 |
| NANCY SWENSON | ||||||
| PO BOX 4688 | DOWNEY | CA | 90241 | COO | 20.00 | $0 |
| John Stauffer | ||||||
| PO BOX 4688 | DOWNEY | CA | 90241 | CFO | 1.00 | $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: ROBOTICS CLUBS 3-12 Grades,Museum programs; 19 TEACHER/PRINCIPAL GRANTS | Description1Txt |
| Expenses1 | $148,200 | Expenses1Amt |
| Description2 | SCHOLARSHIPS AND BOOK ALLOWANCE TO 600 ELIGIBLE HIGH SCHOOL AND COLLEGE STUDENTS. | Description2Txt |
| Expenses2 | $170,500 | Expenses2Amt |
| Description3 | MERIT AWARDS FOR SCHOLASTIC AND ATHLETIC EXCELLENCE TO 496 HIGH SCHOOL STUDENTS IN THE DOWNEY UNIFIED SCHOOL DISTRICT. | Description3Txt |
| Expenses3 | $52,696 | Expenses3Amt |
| Description4 | PROVIDE EDUCATIONAL SEMINARS ON COLLEGE SAVINGS AT 4 MIDDLE SCHOOL PTA MEETINGS AND START/CONTRIBUTE TO COLLEGE SAVINGS ACCOUNTS FOR 357 ELIGIBLE STUDENTS AT 41 FINANCIAL INSTITUTIONS. | Description4Txt |
| Expenses4 | $41,485 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,460,452 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $259,444 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,719,896 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,719,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,604,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $380,205 | 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 | $412,881 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $412,881 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $412,881 | 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 | $380,205 | CurrentYearAmt |
| Year1 | $315,238 | Year1Amt |
| Year2 | $340,306 | Year2Amt |
| Year3 | $313,778 | Year3Amt |
| Total | $1,349,527 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $323,174 | CurrentYearAmt |
| Year1 | $267,952 | Year1Amt |
| Year2 | $289,260 | Year2Amt |
| Year3 | $266,711 | Year3Amt |
| Total | $1,147,097 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $412,881 | CurrentYearAmt |
| Year1 | $514,611 | Year1Amt |
| Year2 | $476,532 | Year2Amt |
| Year3 | $199,666 | Year3Amt |
| Total | $1,603,690 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $412,881 | CurrentYearAmt |
| Year1 | $514,611 | Year1Amt |
| Year2 | $476,532 | Year2Amt |
| Year3 | $199,666 | Year3Amt |
| Total | $1,603,690 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $527,350 | Year2Amt |
| Year3 | $741,337 | Year3Amt |
| Total | $1,268,687 | 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 | DOWNEY UNIFIED SCHOOL DISTRICT TEACHER PROJECTS TO AID IN THE EDUCATIONAL TEACHING EXPERIENCE TO ENHANCE THE LEARNING PROCESS OF STUDENTS. | $148,700 |
| VARIOUS SCHOLARSHIP PROGRAMS | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | VARIOUS SCHOLARSHIPS | $262,425 |
| VARIOUS PROGRAMS TO PROMOTE EDUCATI | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | VARIOUS PROGRAMS AND RELATED EXPENSES | $1,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $412,881 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,908 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $364,614 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,155 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Refund | |
| SETTLEMENT | $886 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $368,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $24,041 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $392,563 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | USED FOR SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
| 11 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARY R STAUFFER co Dorothy Knight | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4303 San Rafael Ave | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $207,731 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Noncash | NoncashPropertyDesc |
| Fair Market Value | $67,752 | FairMarketValueAmt |
| Received | 2019-04-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,445 | Amt |
| Net Investment Income | $3,722 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,723 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 | $1,314 | CostOrOtherBasisAmt |
| Book Value | $1,314 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $450 | LegalFeesAmt |
| Net Investment Income | $225 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $225 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $60 |
| INSURANCE | $1,161 |
| LEASE EXPENSE | $8,683 |
| MEETING | $1,045 |
| MISCELLANEOUS | $531 |
| MOVING EXPENSE | $1,637 |
| OFFICE EXPENSE | $580 |
| SUPPLIES | $777 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $886 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Community college scholarship | $375,000 | $341,230 |
| Outstanding Award Checks | $16,885 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAX | $849 | ||
| FOREIGN TAX | $1,070 | $535 | $535 |
| TAXES AND LICENSE | $45 |
Comments