MARY R STAUFFER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARY R STAUFFER FOUNDATION (EIN 95-4433269)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-09-12
- IRS object ID
- 202522559349100532
- Schema version
- 2024v5.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-12T17:08:22-07:00 | ReturnTs |
| Tax Period End | 2025-04-30 | 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 | 10927 Downey Ave Ste A | AddressLine1Txt |
| City | Downey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | 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 | 2025-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,839,863 | 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 | $17,930 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,622 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,622 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11,622 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $266,523 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,523 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $266,523 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $196,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,111,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,383 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $61,546 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $526 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $492,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $474,528 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $339,691 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $8,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,325 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,308 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,154 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,154 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $236 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $236 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $90,441 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,222 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,219 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,635 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $499,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $447,368 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,321 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $422,591 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $339,691 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $503,246 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $498,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $498,717 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,161,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,160,402 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,341,146 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,347 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,206 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $377 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $141 | LandBldgInvestmentsEOYAmt |
| Total Assets BOY | $7,665,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,659,260 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,839,863 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $464,768 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $350,178 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $464,768 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $350,178 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,200,813 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,309,082 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,200,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,309,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,665,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,659,260 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,200,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,321 | ExcessRevenueOverExpensesAmt |
| Other Increases | $114,590 | OtherIncreasesAmt |
| Subtotal | $7,309,082 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,309,082 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | P | 2022-01-01 | 2024-05-31 | $787,858 | $855,861 | -$68,003 | -$68,003 |
| Morgan Stanley | P | 2022-01-01 | 2024-06-30 | $21,528 | $12,364 | $9,164 | $9,164 |
| Morgan Stanley | P | 2022-01-01 | 2024-07-31 | $29,884 | $23,094 | $6,790 | $6,790 |
| Morgan Stanley | P | 2022-01-01 | 2024-08-31 | $67,628 | $50,932 | $16,696 | $16,696 |
| Morgan Stanley | P | 2022-01-01 | 2024-09-30 | $40,604 | $32,422 | $8,182 | $8,182 |
| Morgan Stanley | P | 2022-01-01 | 2024-10-31 | $48,910 | $36,847 | $12,063 | $12,063 |
| Morgan Stanley | P | 2022-01-01 | 2024-11-30 | $40,087 | $31,628 | $8,459 | $8,459 |
| Morgan Stanley | P | 2022-01-01 | 2024-12-31 | $421,768 | $310,097 | $111,671 | $111,671 |
| Morgan Stanley | P | 2022-01-01 | 2025-01-31 | $46,562 | $40,208 | $6,354 | $6,354 |
| Morgan Stanley | P | 2022-01-01 | 2025-02-28 | $36,750 | $28,422 | $8,328 | $8,328 |
| Morgan Stanley | P | 2022-01-01 | 2025-03-31 | $27,139 | $22,940 | $4,199 | $4,199 |
| Morgan Stanley | P | 2022-01-01 | 2025-04-30 | $23,451 | $18,388 | $5,063 | $5,063 |
| Morgan Stanley | P | 2024-01-01 | 2024-05-31 | $23,617 | $21,275 | $2,342 | $2,342 |
| Morgan Stanley | P | 2024-01-01 | 2024-06-30 | $29,814 | $29,228 | $586 | $586 |
| Morgan Stanley | P | 2024-01-01 | 2024-07-31 | $306,621 | $281,970 | $24,651 | $24,651 |
| Morgan Stanley | P | 2024-01-01 | 2024-08-31 | $401,565 | $396,194 | $5,371 | $5,371 |
| Morgan Stanley | P | 2024-01-01 | 2024-09-30 | $15,992 | $16,684 | -$692 | -$692 |
| Morgan Stanley | P | 2024-01-01 | 2024-10-31 | $16,001 | $15,767 | $234 | $234 |
| Morgan Stanley | P | 2024-01-01 | 2024-11-30 | $28,143 | $27,403 | $740 | $740 |
| Morgan Stanley | P | 2024-01-01 | 2024-12-31 | $219,735 | $208,626 | $11,109 | $11,109 |
| Morgan Stanley | P | 2024-01-01 | 2025-01-31 | $42,046 | $43,168 | -$1,122 | -$1,122 |
| Morgan Stanley | P | 2024-01-01 | 2025-02-28 | $39,895 | $42,174 | -$2,279 | -$2,279 |
| Morgan Stanley | P | 2024-01-01 | 2025-03-31 | $17,843 | $21,565 | -$3,722 | -$3,722 |
| Morgan Stanley | P | 2024-01-01 | 2025-04-30 | $17,233 | $21,771 | -$4,538 | -$4,538 |
| Davidson | P | 2024-01-01 | 2024-08-31 | $6,187 | $6,151 | $36 | $36 |
| Davidson | P | 2024-01-01 | 2024-09-30 | $15,029 | $14,992 | $37 | $37 |
| Davidson | P | 2022-01-01 | 2025-01-31 | $400,924 | $504,687 | -$103,763 | -$103,763 |
| Davidson | P | 2024-01-01 | 2025-02-28 | $20,124 | $20,071 | $53 | $53 |
| Davidson | P | 2024-01-01 | 2025-04-30 | $11,805 | $12,369 | -$564 | -$564 |
| Davidson | P | 2022-01-01 | 2024-07-31 | $45,384 | $28,714 | $16,670 | $16,670 |
| Davidson | P | 2022-01-01 | 2024-11-30 | $7,480 | $6,492 | $988 | $988 |
| Davidson | P | 2022-01-01 | 2025-01-31 | $8,491 | $4,000 | $4,491 | $4,491 |
| Davidson | P | 2022-01-01 | 2025-03-31 | $18,833 | $16,372 | $2,461 | $2,461 |
| Davidson | P | 2022-01-01 | 2024-06-30 | $954 | $945 | $9 | $9 |
| Davidson | P | 2022-01-01 | 2024-08-31 | $8,116 | $8,750 | -$634 | -$634 |
| Davidson | P | 2022-01-01 | 2025-01-31 | $527 | $761 | -$234 | -$234 |
| Davidson | P | 2022-01-01 | 2025-03-31 | $3,636 | $4,288 | -$652 | -$652 |
| Davidson | P | 2024-01-01 | 2025-03-31 | $3,676 | $4,163 | -$487 | -$487 |
| Davidson | P | 2022-01-01 | 2025-04-30 | $1,136 | $1,612 | -$476 | -$476 |
| Davidson | P | 2022-01-01 | 2025-01-31 | $4,670 | $5,048 | -$378 | -$378 |
| Davidson | P | 2022-01-01 | 2025-02-28 | $30,265 | $36,680 | -$6,415 | -$6,415 |
| Davidson | P | 2022-01-01 | 2024-06-30 | $29,212 | $11,743 | $17,469 | $17,469 |
| Davidson | P | 2024-01-01 | 2024-06-30 | $1,674 | $1,617 | $57 | $57 |
| Davidson | P | 2022-01-01 | 2024-06-30 | $59,915 | $28,398 | $31,517 | $31,517 |
| Davidson | P | 2024-01-01 | 2024-06-30 | $20,167 | $19,837 | $330 | $330 |
| Davidson | P | 2022-01-01 | 2024-08-31 | $18,019 | $12,994 | $5,025 | $5,025 |
| Davidson | P | 2022-01-01 | 2024-10-31 | $1,786 | $768 | $1,018 | $1,018 |
| Davidson | P | 2024-01-01 | 2024-10-31 | $4,416 | $3,879 | $537 | $537 |
| Davidson | P | 2022-01-01 | 2025-01-31 | $11,535 | $8,443 | $3,092 | $3,092 |
| Davidson | P | 2022-01-01 | 2025-02-28 | $3,976 | $1,784 | $2,192 | $2,192 |
| Davidson | P | 2024-01-01 | 2025-04-30 | $12,234 | $5,087 | $7,147 | $7,147 |
| Davidson | P | 2022-01-01 | 2024-07-31 | $113,829 | $73,053 | $40,776 | $40,776 |
| Davidson | P | 2024-01-01 | 2024-07-31 | $22,407 | $20,747 | $1,660 | $1,660 |
| Davidson | P | 2022-01-01 | 2024-07-31 | $25,939 | $24,701 | $1,238 | $1,238 |
| Davidson | P | 2024-01-01 | 2024-07-31 | $182,730 | $168,447 | $14,283 | $14,283 |
| Davidson | P | 2024-01-01 | 2024-08-31 | $90,938 | $91,258 | -$320 | -$320 |
| Davidson | P | 2024-01-01 | 2024-11-30 | $38,862 | $38,790 | $72 | $72 |
| Davidson | P | 2024-01-01 | 2025-02-28 | $28,045 | $27,840 | $205 | $205 |
| Davidson | P | 2024-01-01 | 2025-04-30 | $87,052 | $90,268 | -$3,216 | -$3,216 |
| Davidson | P | 2024-01-01 | 2024-05-31 | $20,838 | $20,325 | $513 | $513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,383 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $61,546 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,874 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,874 | SubtotalAmt |
| Tax Based On Investment Income | $5,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,360 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,514 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | 10927 Downey Ave Ste A | AddressLine1Txt |
| City | DOWNEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90241 | 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 (6 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 |
| DAWN MARTENS | ||||||
| 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: ROBOTICS CLUBS, ON-SITE MUSEUM VISITS; 28 TEACHER/PRINCIPAL GRANTS | Description1Txt |
| Expenses1 | $110,580 | Expenses1Amt |
| Description2 | SCHOLARSHIPS AND BOOK ALLOWANCE TO 368 ELIGIBLE HIGH SCHOOL AND COLLEGE STUDENTS | Description2Txt |
| Expenses2 | $120,000 | Expenses2Amt |
| Description3 | MERIT AWARDS FOR SCHOLASTIC AND ATHLETIC EXCELLENCE TO 600 HIGH SCHOOL STUDENTS IN THE DOWNEY UNIFIED SCHOOL DISTRICT. | Description3Txt |
| Expenses3 | $84,573 | Expenses3Amt |
| Description4 | PROVIDE EDUCATIONAL SEMINARS ON COLLEGE SAVINGS FOR MIDDLE SCHOOL STUDENT PARENTS AND START/CONTRIBUTE TO COLLEGE SAVINGS ACCOUNTS FOR 448 STUDENTS. | Description4Txt |
| Expenses4 | $64,250 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,507,770 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $464,699 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,972,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,972,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,837,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $441,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $447,368 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $447,368 | QualifyingDistributionsAmt |
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 | $339,691 | CurrentYearAmt |
| Year1 | $247,960 | Year1Amt |
| Year2 | $239,150 | Year2Amt |
| Year3 | $371,700 | Year3Amt |
| Total | $1,198,501 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $288,737 | CurrentYearAmt |
| Year1 | $210,766 | Year1Amt |
| Year2 | $203,278 | Year2Amt |
| Year3 | $315,945 | Year3Amt |
| Total | $1,018,726 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $447,368 | CurrentYearAmt |
| Year1 | $433,444 | Year1Amt |
| Year2 | $454,653 | Year2Amt |
| Year3 | $507,605 | Year3Amt |
| Total | $1,843,070 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $447,368 | CurrentYearAmt |
| Year1 | $433,444 | Year1Amt |
| Year2 | $454,653 | Year2Amt |
| Year3 | $507,605 | Year3Amt |
| Total | $1,843,070 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,839,863 | CurrentYearAmt |
| Year1 | $8,542,383 | Year1Amt |
| Year2 | $7,811,576 | Year2Amt |
| Year3 | $8,100,570 | Year3Amt |
| Total | $33,294,392 | 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 (5 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 | $126,580 |
| VARIOUS SCHOLARSHIP PROGRAMS | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | VARIOUS SCHOLARSHIPS | $158,823 |
| 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. | $267 |
| Downey High School | ||||||
| Various | Various | CA | 90241 | NONE | Community college scholarships | $76,000 |
| Warren High School | ||||||
| Various | Various | CA | 90241 | NONE | Community college scholarships | $34,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,670 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $11,622 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $266,523 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $196,383 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Related Or Exempt Function Incm | $526 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $475,054 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $475,054 | 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 |
|---|---|
| 3 | USED FOR SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
| 4 | USED FOR SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
| 8 | USED FOR SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
| 11A | 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 | NANCY SWENSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4688 | AddressLine1Txt |
| City | DOWNEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,650 | Amt |
| Net Investment Income | $4,325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,325 | 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 |
| Accumulated Depreciation | $1,206 | AccumulatedDepreciationAmt |
| Book Value | $141 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEE | $76,693 | $38,347 | $38,346 |
| LEASE EXPENSE | $10,200 | $5,100 | $5,100 |
| MEETING | $613 | $307 | $306 |
| MISCELLANEOUS | $959 | $480 | $479 |
| POSTAGE | $4 | $2 | $2 |
| SUBSCRIPTIONS | $920 | $460 | $460 |
| SUPPLIES | $1,052 | $526 | $526 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $526 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Nondeductible expenses | $2,650 |
| Outstanding award -Community college | $111,940 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Community college scholarship | $437,317 | $325,377 |
| Outstanding Award Checks | $27,450 | $24,800 |
| Rounding | $1 | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,208 | $604 | $604 |
| TAXES AND LICENSE | $100 | $50 | $50 |
| Taxes-Federal | $3,000 | $1,500 | $1,500 |
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