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STEPHEN G AND REGINA OSWALD FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
STEPHEN G AND REGINA OSWALD FOUNDATION (EIN 81-0835449)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-14
IRS object ID
202013199349101306
Schema version
2019v5.1
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)
Return2020-11-14T19:21:29-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY NEWMANPreparerPersonNm
PTINP00292168PTIN
Phone6123402600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address170.112.24.5IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-10IPDt
IP Tm15:14:58IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id2805E9E1813B3CFF9AF6C13EFEB48BB3D2C470A8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,853,036FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$505,400ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,978InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,978InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,959DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,959DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$558,337TotalRevAndExpnssAmt
Total Net Invst Incm$52,937TotalNetInvstIncmAmt
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$868TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$85OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$75OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$953TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$75TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$449,784ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$449,784ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$450,737TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$449,859TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$107,600ExcessRevenueOverExpensesAmt
Net Investment Income$52,937NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,455,406SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,057,606SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,057,606SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,627,208CorporateStockBOYAmt
Corporate Stock EOY$2,132,608CorporateStockEOYAmt
Corporate Stock EOYFMV$2,795,430CorporateStockEOYFMVAmt
Total Assets BOY$3,082,614TotalAssetsBOYAmt
Total Assets EOY$3,190,214TotalAssetsEOYAmt
Total Assets EOYFMV$3,853,036TotalAssetsEOYFMVAmt
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$3,082,614RetainedEarningBOYAmt
Retained Earning EOY$3,190,214RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,082,614TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,190,214TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,082,614TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,190,214TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,082,614TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$107,600ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,190,214SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,190,214TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$344,238AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,921,912NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.117813DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,565,494NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.010407DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,358,511NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.128220TotalDistributionRt
Average Distribution0.042740AverageDistributionRt
Net Vl Noncharitable Assets$3,325,690NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$142,140AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$529NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$142,669AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$449,859QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$529InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$529SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$529TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$434EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$934TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$405OverpaymentAmt
Applied To ES Tax$405AppliedToESTaxAmt
Refund$0RefundAmt

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$2,065,722AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,310,613AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,376,335TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,376,335AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,645CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,325,690NetVlNoncharitableAssetsAmt
Minimum Investment Return$166,285MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$166,285MinimumInvestmentReturnAmt
Tax Based On Investment Income$529TaxBasedOnInvestmentIncomeAmt
Total Tax$529TotalTaxAmt
Distributable Before Adj$165,756DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$165,756DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$165,756DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$449,859ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$449,859QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$529PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$449,330AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$165,756DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$89,810ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$89,810TotalExcessDistributionCyovAmt
Qualifying Distributions$449,859QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$165,756AppliedToCurrentYearAmt
Remaining Distri From Corpus$284,103RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$373,913TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$373,913ExcessDistriCyovToNextYrAmt
Excess From Year1$89,810ExcessFromYear1Amt
Excess From Current Year$284,103ExcessFromCurrentYearAmt

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 (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONGRESSIONAL MEDAL OF HONOR
PO BOX 7618WESLEY CHAPELFL33545PCGENERAL OPERATION SUPPORT$25,000
CRAZY HORSE MEMORIAL FOUNDATION
12151 AVENUE OF THE CHIEFSCRAZY HORSESD57730PCGENERAL OPERATION SUPPORT$100,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905PCGENERAL OPERATION SUPPORT$1,000
PACIFIC SYMPHONY
17620 FITCH 100IRVINECA92614PCGENERAL OPERATION SUPPORT$72,564
SAINT JEANNE DE LESTONNAC
16791 EAST MAIN STREETTUSTINCA92780PCSUPPORT FOR SCHOOL$81,410
SUSAN KOMEN ORANGE COUNTY
2817 MCGAW AVEIRVINECA92614PCGENERAL OPERATION SUPPORT$20,000
THE PACIFIC CLUB IMPACT FOUNDATION
4110 MACARTHUR BLVDNEWPORT BEACHCA92660PCGENERAL OPERATION SUPPORT$18,900
UCI FOUNDATION
100 THEORY SUITE 250IRVINECA92617PCGENERAL OPERATION SUPPORT$25,000
ORANGE COUNTY SHERIFFS ADVISORY COUNCIL
550 N FLOWER STSANTA ANACA92703PCGENERAL OPERATION SUPPORT$4,560
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS
5807 S WOODLAWN AVECHICAGOIL60637PCGENERAL OPERATION SUPPORT$25,000
CHARGERS COMMUNITY FOUNDATION
3333 SUSAN STCOSTA MESACA92626PCGENERAL OPERATION SUPPORT$50,000
GUIDE DOGS FOR THE BLIND
PO BOX 151200SAN RAFAELCA94915PCGENERAL OPERATION SUPPORT$1,000
ST JOSEPH'S INDIAN SCHOOL
PO BOX 326CHAMBERLAINSD57326PCGENERAL OPERATION SUPPORT$150
DRUG USE IS LIFE ABUSE
PO BOX 28SANTA ANACA92702PCGENERAL OPERATION SUPPORT$1,000
KINDERVISION FOUNDATION
19 EAST 3RD ST STE 204PERUIN46970PCGENERAL OPERATION SUPPORT$24,000
CHOC CHILDREN'S FOUNDATION
1120 WEST LA VETA AVEORANGECA92868PCGENERAL OPERATION SUPPORT$100
SHRINER'S HOSPITALS FOR CHILDREN
2900 N ROCKY PT DRIVETAMPAFL33607PCGENERAL OPERATION SUPPORT$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$449,784TotalGrantOrContriPdDurYrAmt
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$7,978ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,959ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$52,937ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$52,937TotalIncomeProducingActyAmt

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$505,400TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property10,000 SHARES OF DUCOMMUN INC (DCO) STOCK CONTRIBUTEDNoncashPropertyDesc
Fair Market Value$505,400FairMarketValueAmt
Received2019-12-20ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
15,292 SHARES OF UNITED TECHNOLOGIES STOCK$1,627,208$2,290,130
10,000 SHARES OF DUCOMMUN INC$505,400$505,300

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ATTORNEY GENERAL REGISTRATION RENEWAL FEE$75$0$75
CALIFORNIA FILING FEE$10$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$868Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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