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STEPHEN G AND REGINA OSWALD FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STEPHEN G AND REGINA OSWALD FOUNDATION (EIN 81-0835449)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202533149349102068
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-10T11:33:39-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY NEWMANPreparerPersonNm
PTINP00292168PTIN
Phone6123402600PhoneNum
Preparation2025-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,077,809FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$751,040ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$316InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$316InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$46DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$777,862NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,266,052GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$777,862CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,529,264TotalRevAndExpnssAmt
Total Net Invst Incm$778,224TotalNetInvstIncmAmt
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$10,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,224,260ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,224,260ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,234,760TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,224,260TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$294,504ExcessRevenueOverExpensesAmt
Net Investment Income$778,224NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$777SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$32,430SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$32,430SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,307,523CorporateStockBOYAmt
Corporate Stock EOY$916,727CorporateStockEOYAmt
Corporate Stock EOYFMV$1,045,379CorporateStockEOYFMVAmt
Total Assets BOY$1,308,300TotalAssetsBOYAmt
Total Assets EOY$949,157TotalAssetsEOYAmt
Total Assets EOYFMV$1,077,809TotalAssetsEOYFMVAmt
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$1,308,300RetainedEarningBOYAmt
Retained Earning EOY$949,157RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,308,300TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$949,157TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,308,300TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$949,157TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,308,300TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$294,504ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,602,804SubtotalAmt
Other Decreases$653,647OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$949,157TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF DONATED SECURITIESPropertyDesc
Gross Sales Price$1,266,052GrossSalesPriceAmt
Cost Or Other Basis$488,190CostOrOtherBasisAmt
Gain Or Loss$777,862GainOrLossAmt
Gains Minus Excess Or Losses$777,862GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$777,862CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,817InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,817SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,817TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,890EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,890TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,073OverpaymentAmt
Applied To ES Tax$1,073AppliedToESTaxAmt
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$1,168,019AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$97,967AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,265,986TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,265,986AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,990CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,246,996NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,350MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,350MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,817TaxBasedOnInvestmentIncomeAmt
Total Tax$10,817TotalTaxAmt
Distributable Before Adj$51,533DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$51,533DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$51,533DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,224,260ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,224,260QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,533DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$284,103ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$912,525ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$354,600ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$940,388ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,425,424ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,917,040TotalExcessDistributionCyovAmt
Qualifying Distributions$1,224,260QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$51,533AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,172,727RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,089,767TotalCorpusAmt
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$284,103ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,805,664ExcessDistriCyovToNextYrAmt
Excess From Year4$912,525ExcessFromYear4Amt
Excess From Year3$354,600ExcessFromYear3Amt
Excess From Year2$940,388ExcessFromYear2Amt
Excess From Year1$1,425,424ExcessFromYear1Amt
Excess From Current Year$1,172,727ExcessFromCurrentYearAmt

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 (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN BATTLE MONUMENTS FOUNDATION
2181 SOUTH COLUMBINE STDENVERCO802104813PCGENERAL OPERATION SUPPORT$105,000
CASA OF ORANGE COUNTY
765 THE CITY DRIVE SOUTH SUITE 300ORANGECA92868PCGENERAL OPERATION SUPPORT$20,900
CHAMPION LA
633 WEST FIFTH STREET SUITE 1800LOS ANGELESCA90071PCGENERAL OPERATION SUPPORT$200,000
CHOC CHILDREN'S FOUNDATION
1120 WEST LA VETA AVEORANGECA92868PCGENERAL OPERATION SUPPORT$59,350
DARE TO DREAM AFRICA
100 SPECTRUM CENTER DRIRVINECA92618GENERAL OPERATION SUPPORT$1,000
LA CHARGERS IMPACT FUND
3333 SUSAN STCOSTA MESACA92626PCGENERAL OPERATION SUPPORT$100,000
LIVING LEGENDS OF AVIATION
4 WEST DRY CREEK CIR SUITE 100LITTLETONCO80120PCGENERAL OPERATION SUPPORT$90,000
MATER DEI HIGH SCHOOL BASEBALL
1202 W EDINGER AVESANTA ANACA92707PCGENERAL OPERATION SUPPORT$169,500
ORANGE COUNTY UNITED WAY
18012 MITCHELL SIRVINECA92614PCGENERAL OPERATION SUPPORT$102,510
RADIANT HEALTH CENTERS
17982 SKY PARK CIRCLE SUITE JIRVINECA92614PCGENERAL OPERATION SUPPORT$3,000
SAINT JEANNE DE LESTONNAC
16791 EAST MAIN STREETTUSTINCA92780PCGENERAL OPERATION SUPPORT$3,000
SOUTH COAST REPERTORY
665 TOWN CENTER DRIVECOSTA MESACA92628PCGENERAL OPERATION SUPPORT$35,000
UCI FOUNDATION
100 THEORY SUITE 250IRVINECA92617PCDIABETES RESEARCH$25,000
WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130PCGENERAL OPERATION SUPPORT$310,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,224,260TotalGrantOrContriPdDurYrAmt
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$316ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$777,862ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$778,224ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$778,224TotalIncomeProducingActyAmt

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$751,040TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property7,378 SHARES DUCOMMUN INC STOCK DONATED 6/17/2024; 5,188 SHARES DUCOMMUN INC STOCK DONATED 8/14/2024NoncashPropertyDesc
Fair Market Value$751,040FairMarketValueAmt
Received2027-06-17ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5 SHARES OF RAYTHEON TECHNOLOGIES STOCK$294$579
16,388 SHARES OF DUCOMMUN INC$915,698$1,043,260
9 SHARES OF CARRIER GLOBAL CORP$179$614
10 SHARES OF OTIS WORLDWIDE CORP$556$926

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENT OF STOCK SOLD (DONOR VS FOUNDATION BASIS)Desc
Amt$653,647Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$10,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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