MARY R STAUFFER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARY R STAUFFER FOUNDATION (EIN 95-4433269)
- Tax period
- 2016-05-01 to 2017-04-30
- Filed
- 2017-05-22
- IRS object ID
- 201701429349100025
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Land Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-22T14:54:58-07:00 | ReturnTs |
| Tax Period End | 2017-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID R GAFIN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7847 Florence Ave Ste113 | AddressLine1Txt |
| City | Downey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-05-01 | 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 | MARY STAUFFER | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2017-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID R GAFIN | PreparerPersonNm |
| PTIN | P00127166 | PTIN |
| Phone | 5628063535 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,771,188 | 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 | $105,819 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $753 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $753 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $753 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $326,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $326,628 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $326,628 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $199,876 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,513,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $199,876 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $119,294 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $49 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $633,125 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $527,257 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $446,675 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $9,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,670 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,670 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $23,910 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,835 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $23,835 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3,144 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $36,394 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,505 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $28,505 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $476,532 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $476,532 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $512,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,505 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $28,505 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $476,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $120,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $498,752 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $418,170 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $140,161 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,403 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,403 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,174,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,347,731 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,701,785 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,142 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $1,142 | LandBldgInvestmentsEOYAmt |
| Total Assets BOY | $7,314,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,418,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,771,188 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,314,279 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,418,276 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,314,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,418,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,314,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,418,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,314,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $120,199 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,434,478 | SubtotalAmt |
| Other Decreases | $16,202 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,418,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (144 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 2 ATLAS - CALL | P | 2016-05-01 | 2016-05-16 | $968 | $968 | $968 | |
| 2 DARDEN - CALL | P | 2016-05-01 | 2016-05-19 | $763 | $763 | $763 | |
| 500 ORBOTECH - CALL | P | 2015-05-22 | 2016-05-23 | $12,255 | $2,327 | $2,327 | $9,928 |
| 200 CHUBB | P | 2015-12-10 | 2016-05-25 | $25,145 | $2,189 | $2,189 | $22,956 |
| 4 SMUCKER - CALL | P | 2016-05-01 | 2016-06-09 | $1,763 | $1,763 | $1,763 | |
| 1500 TRANSOCEAN | P | 2014-09-18 | 2016-06-06 | $16,433 | -$50,192 | -$50,192 | $66,625 |
| 500 TOOTSIE ROLL | P | 2015-03-10 | 2016-06-09 | $17,195 | $965 | $965 | $16,230 |
| 200 CH ROBINSON | P | 2015-10-30 | 2016-06-15 | $14,483 | $316 | $316 | $14,167 |
| 1000 FORTUNE BRANDS | P | 2013-09-20 | 2016-06-20 | $54,694 | $15,931 | $15,931 | $38,763 |
| 1000 BANCO SANTANDER | P | 2014-08-25 | 2016-06-23 | $4,589 | -$5,596 | -$5,596 | $10,185 |
| 300 ALEXANDRIA R.E. | P | 2014-01-26 | 2016-06-28 | $28,193 | $951 | $951 | $27,242 |
| 1000 B&G FOODS | P | 2015-03-20 | 2016-06-28 | $34,692 | $5,832 | $5,832 | $28,860 |
| 300 CH ROBINSON | P | 2015-10-30 | 2016-06-15 | $21,724 | $863 | $863 | $20,861 |
| 3 CHUBB - CALL | P | 2016-05-01 | 2016-06-30 | $648 | $648 | $648 | |
| 5 FOOTLOCKER - CALL | P | 2016-05-01 | 2016-07-11 | $453 | $453 | $453 | |
| 2 AETNA - CALL | P | 2016-05-01 | 2016-07-13 | $228 | $228 | $228 | |
| 2 AETNA - CALL | P | 2016-05-01 | 2016-07-14 | $828 | $828 | $828 | |
| 2 CUMMINGS - CALL | P | 2016-05-01 | 2016-07-14 | $748 | $748 | $748 | |
| 8 MICROSOFT - CALL | P | 2016-05-01 | 2016-07-22 | $608 | $608 | $608 | |
| 4 ISHARES BARCLY - CALL | P | 2016-05-01 | 2016-07-27 | $1,228 | $1,228 | $1,228 | |
| 3 BOSTON PPTY - CALL | P | 2016-05-01 | 2016-07-28 | $588 | $588 | $588 | |
| 5 AMERICAN RAILCAR - CALL | P | 2016-05-01 | 2016-07-29 | $728 | $728 | $728 | |
| 1000 CITIZENS HOLDING | P | 2014-04-03 | 2016-07-13 | $23,232 | $3,707 | $3,707 | $19,525 |
| 100 3M | P | 2015-09-16 | 2016-07-18 | $16,897 | $2,285 | $2,285 | $14,612 |
| 1000 TYSON FOODS | P | 2015-03-12 | 2016-07-18 | $54,692 | $15,866 | $15,866 | $38,826 |
| 800 YUM BRANDS | P | 2015-10-26 | 2016-07-18 | $67,692 | $8,703 | $8,703 | $58,989 |
| 500 MICROSOFT | P | 2015-10-26 | 2016-07-21 | $27,663 | $5,358 | $5,358 | $22,305 |
| 200 APPLE | P | 2013-06-20 | 2016-07-27 | $20,385 | $8,232 | $8,232 | $12,153 |
| 200 3M | P | 2015-06-24 | 2016-07-18 | $33,795 | $1,734 | $1,734 | $32,061 |
| 5 HARMAN - CALL | P | 2016-05-01 | 2016-08-01 | $1,301 | $1,301 | $1,301 | |
| 10 DICKS SPORTING - CALL | P | 2016-05-01 | 2016-08-02 | $1,654 | $1,654 | $1,654 | |
| 5 METLIFE CALL | P | 2016-05-01 | 2016-08-08 | $453 | $453 | $453 | |
| 2 ALIBABA - CALL | P | 2016-05-01 | 2016-08-12 | $508 | $508 | $508 | |
| 5 GIGAMON - CALL | P | 2016-05-01 | 2016-08-30 | $503 | $503 | $503 | |
| 500 ENSCO | P | 2014-03-21 | 2016-08-18 | $4,363 | -$21,502 | -$21,502 | $25,865 |
| 200 PEPSICO | P | 2013-09-25 | 2016-08-18 | $21,371 | $5,188 | $5,188 | $16,183 |
| 500 BAXTER | P | 2015-07-29 | 2016-08-22 | $20,943 | $5,364 | $5,364 | $15,579 |
| 400 RATHEON | P | 2014-08-28 | 2016-08-22 | $51,692 | $6,664 | $6,664 | $45,028 |
| 1000 SYSCO | P | 2013-01-23 | 2016-08-22 | $46,692 | $10,017 | $10,017 | $36,675 |
| 1000 CASTLELIGHT | P | 2015-01-02 | 2016-08-30 | $3,888 | -$7,947 | -$7,947 | $11,835 |
| 1000 DHI GROUP | P | 2014-01-21 | 2016-08-30 | $7,444 | -$3,774 | -$3,774 | $11,218 |
| 3 AMDOCS - CALL | P | 2016-05-01 | 2016-09-01 | $378 | $378 | $378 | |
| 2 ALIBABA - CALL | P | 2016-05-01 | 2016-09-06 | $348 | $348 | $348 | |
| 10 ARAZEZ - CALL | P | 2016-05-01 | 2016-09-12 | $678 | $678 | $678 | |
| 8 APPLE - CALL | P | 2016-05-01 | 2016-09-13 | $734 | $734 | $734 | |
| 10 IROBOT - CALL | P | 2016-05-01 | 2016-09-21 | $1,062 | $1,062 | $1,062 | |
| 3 PROCTER & GAMBLE - CALL | P | 2016-05-01 | 2016-09-28 | $528 | $528 | $528 | |
| 500 PEPSICO | P | 2015-05-01 | 2016-09-06 | $53,563 | $9,423 | $9,423 | $44,140 |
| 200 BECTON DICKINSON | P | 2015-12-31 | 2016-09-07 | $31,692 | $361 | $361 | $31,331 |
| 1500 ABB LTD | P | 2015-02-22 | 2016-09-19 | $31,192 | $1,787 | $1,787 | $29,405 |
| 200 FACEBOOK | P | 2016-02-08 | 2016-09-19 | $22,693 | $1,435 | $1,435 | $21,258 |
| 1500 SEAGATE | P | 2016-04-25 | 2016-09-19 | $44,692 | $4,757 | $4,757 | $39,935 |
| 500 QUALCOMM | P | 2016-03-30 | 2016-09-29 | $19,796 | $4,266 | $4,266 | $15,530 |
| 500 DEERE | P | 2015-08-27 | 2016-09-30 | $42,187 | $215 | $215 | $41,972 |
| 200 QUALCOMM | P | 2014-06-07 | 2016-09-29 | $13,197 | -$942 | -$942 | $14,139 |
| 200 ALIBABA | P | 2015-02-17 | 2016-10-03 | $20,695 | $390 | $390 | $20,305 |
| 2000 HOMESTREET | P | 2014-01-19 | 2016-10-11 | $48,794 | $9,894 | $9,894 | $38,900 |
| 200 MICROSOFT | P | 2015-07-20 | 2016-10-21 | $11,722 | $2,234 | $2,234 | $9,488 |
| 1000 CHEMOURS | P | 2015-10-22 | 2016-10-24 | $9,766 | $2,340 | $2,340 | $7,426 |
| 500 GIGAMON - CALL | P | 2016-08-26 | 2016-10-24 | $24,695 | $2,531 | $2,531 | $22,164 |
| 500 11-VI | P | 2015-11-02 | 2016-10-24 | $12,225 | $2,264 | $2,264 | $9,961 |
| 500 MERCURY GENERAL | P | 2013-03-20 | 2016-10-31 | $27,337 | $8,588 | $8,588 | $18,749 |
| 500 MERCURY GENERAL | P | 2015-07-31 | 2016-10-31 | $27,337 | -$1,330 | -$1,330 | $28,667 |
| 10 TYSON - CALL | P | 2016-05-01 | 2016-11-01 | $668 | $668 | $668 | |
| 4 FED EX - CALL | P | 2016-05-01 | 2016-11-29 | $758 | $758 | $758 | |
| 600 UNITED RENTALS | P | 2015-08-11 | 2016-11-09 | $53,647 | $4,154 | $4,154 | $49,493 |
| 200 HARRIS CORP | P | 2015-05-06 | 2016-11-10 | $20,261 | $4,303 | $4,303 | $15,958 |
| 100 OLD DOMINION | P | 2015-10-22 | 2016-11-10 | $7,891 | $1,512 | $1,512 | $6,379 |
| 1500 TRUSTMARK | P | 2014-11-14 | 2016-11-10 | $45,749 | $7,946 | $7,946 | $37,803 |
| 500 HARMEN | P | 2016-08-01 | 2016-11-14 | $54,593 | $12,924 | $12,924 | $41,669 |
| 200 ATLAS | P | 2015-11-02 | 2016-11-21 | $9,766 | $980 | $980 | $8,786 |
| 200 CATERPILLAR | P | 2015-07-22 | 2016-11-21 | $17,195 | $1,052 | $1,052 | $16,143 |
| 400 FOOTLOCKER | P | 2016-07-08 | 2016-11-21 | $25,755 | $2,520 | $2,520 | $23,235 |
| 500 MICROSOFT | P | 2016-06-14 | 2016-11-21 | $29,809 | $2,365 | $2,365 | $27,444 |
| 200 DARDEN | P | 2015-11-02 | 2016-11-29 | $14,221 | $1,457 | $1,457 | $12,764 |
| 100 FOOTLOCKER | P | 2015-11-02 | 2016-11-21 | $6,439 | -$498 | -$498 | $6,937 |
| 300 MICROSOFT | P | 2015-07-20 | 2016-11-21 | $17,885 | $3,653 | $3,653 | $14,232 |
| 1000 DICKS SPORTING | P | 2015-11-18 | 2016-12-07 | $54,694 | $10,658 | $10,658 | $44,036 |
| 200 BARNES GROUP | P | 2015-11-02 | 2016-12-16 | $9,553 | $1,659 | $1,659 | $7,894 |
| 500 AMERICAN RAILCAR | P | 2015-01-13 | 2016-12-19 | $22,195 | -$8,292 | -$8,292 | $30,487 |
| 200 CUMMINGS | P | 2015-02-11 | 2016-12-19 | $24,695 | $6,920 | $6,920 | $17,775 |
| 1000 IROBOT | P | 2016-08-26 | 2016-12-19 | $45,694 | $4,931 | $4,931 | $40,763 |
| 500 METLIFE | P | 2014-01-30 | 2016-12-19 | $22,195 | -$2,989 | -$2,989 | $25,184 |
| 5 ACTIVISION - CALL | P | 2016-05-01 | 2017-01-11 | $793 | $793 | $793 | |
| 4 FEDEX - CALL | P | 2016-05-01 | 2017-01-24 | $678 | $678 | $678 | |
| 2 ALIBABA - CALL | P | 2016-05-01 | 2017-01-24 | $768 | $768 | $768 | |
| 10 POWERSHARES - CALL | P | 2016-05-01 | 2017-01-25 | $2,240 | $2,240 | $2,240 | |
| 5 MICROSOFT - CALL | P | 2016-05-01 | 2017-01-26 | $548 | $548 | $548 | |
| 3 HOME DEPOT - CALL | P | 2016-05-01 | 2017-01-30 | $923 | $923 | $923 | |
| 10 ABBOTT - CALL | P | 2016-05-01 | 2017-01-31 | $1,165 | $1,165 | $1,165 | |
| 200 DICKS SPORTING | P | 2015-11-18 | 2017-01-13 | $10,328 | $2,784 | $2,784 | $7,544 |
| 5 BOSTON PPTYS - CALL | P | 2016-05-01 | 2017-02-01 | $1,193 | $1,193 | $1,193 | |
| 5 APPLE - CALL | P | 2016-05-01 | 2017-02-01 | $668 | $668 | $668 | |
| 2 AON - CALL | P | 2016-05-01 | 2017-02-10 | $638 | $638 | $638 | |
| 5 VISA - CALL | P | 2016-05-01 | 2017-02-10 | $1,318 | $1,318 | $1,318 | |
| 20 WEYERHAEUSER - CALL | P | 2016-05-01 | 2017-02-13 | $2,360 | $2,360 | $2,360 | |
| 3 CHUBB - CALL | P | 2016-05-01 | 2017-02-13 | $668 | $668 | $668 | |
| 4 AETNA - CALL | P | 2016-05-01 | 2017-02-14 | $918 | $918 | $918 | |
| 4 HELEN OF TROY - CALL | P | 2016-05-01 | 2017-02-15 | $1,118 | $1,118 | $1,118 | |
| 5 BERSHIRE - CALL | P | 2016-05-01 | 2017-02-17 | $1,318 | $1,318 | $1,318 | |
| 3 PROCTER & GAMBLE - CALL | P | 2016-05-01 | 2017-02-21 | $353 | $353 | $353 | |
| 5 NVIDIA - CALL | P | 2016-05-01 | 2017-02-22 | $3,256 | $3,256 | $3,256 | |
| 300 APPLE | P | 2013-06-26 | 2017-02-14 | $40,140 | $22,582 | $22,582 | $17,558 |
| 400 FEDEX | P | 2015-01-06 | 2017-02-21 | $75,693 | $8,151 | $8,151 | $67,542 |
| 10 UMPQUA - CALL | P | 2016-05-01 | 2017-03-01 | $918 | $918 | $918 | |
| 10 WALMART - CALL | P | 2016-05-01 | 2017-03-02 | $1,409 | $1,409 | $1,409 | |
| 5 SYKES - CALL | P | 2016-05-01 | 2017-03-10 | $418 | $418 | $418 | |
| 10 HAIN CELESTIAL - CALL | P | 2016-05-01 | 2017-03-14 | $1,409 | $1,409 | $1,409 | |
| 3 AMDOCS - CALL | P | 2016-05-01 | 2017-03-16 | $593 | $593 | $593 | |
| 500 APPLE | P | 2014-01-07 | 2017-03-13 | $64,694 | $28,725 | $28,725 | $35,969 |
| 400 ISHARES | P | 2016-07-19 | 2017-03-14 | $46,495 | -$9,432 | -$9,432 | $55,927 |
| 500 ETF MANAGERS | P | 2015-01-27 | 2017-03-31 | $14,465 | $1,143 | $1,143 | $13,322 |
| 10 WALT DISNEY - CALL | P | 2016-05-01 | 2017-04-05 | $1,409 | $1,409 | $1,409 | |
| 10 HANESBRANDS - CALL | P | 2016-05-01 | 2017-04-13 | $818 | $818 | $818 | |
| 10 IRIDIUM - CALL | P | 2016-05-01 | 2017-04-20 | $618 | $618 | $618 | |
| 5 GENOMIC - CALL | P | 2016-05-01 | 2017-04-27 | $1,168 | $1,168 | $1,168 | |
| 300 HOME DEPOT | P | 2016-09-12 | 2017-04-24 | $41,694 | $2,783 | $2,783 | $38,911 |
| 234 FOUR CORNERS-CASH IN LIEU | P | 2016-03-02 | 2017-04-25 | $5,425 | $1,216 | $1,216 | $4,209 |
| 766 FOUR CORNERS | P | 2016-05-25 | 2017-04-25 | $17,759 | $2,574 | $2,574 | $15,185 |
| 1000 JOHN HANCOCK TAX ADV | P | 2006-10-11 | 2016-05-12 | $24,595 | $6,634 | $6,634 | $17,961 |
| 200 UNITED RENTALS | P | 2016-03-04 | 2016-05-23 | $12,774 | $888 | $888 | $11,886 |
| 1900 NUVEEN CREDIT | P | 2015-12-21 | 2016-05-31 | $15,180 | $531 | $531 | $14,649 |
| 1000 BLACKROCK ENERGY | P | 2015-01-07 | 2016-06-23 | $13,959 | -$6,239 | -$6,239 | $20,198 |
| 1000 UMH | P | 2015-04-28 | 2016-06-28 | $10,781 | $161 | $161 | $10,620 |
| 2000 NUVEEN DIVERSIFIED | P | 2004-08-31 | 2016-08-02 | $23,952 | -$4,233 | -$4,233 | $28,185 |
| 2000 CALAMOS GLOBAL | P | 2009-08-14 | 2016-08-12 | $14,493 | -$8,082 | -$8,082 | $22,575 |
| 300 CUSHING ENERGY | P | 2013-07-25 | 2016-08-16 | $2,714 | -$29,235 | -$29,235 | $31,949 |
| 425 WASTE MANAGEMENT | P | 2016-07-12 | 2016-09-08 | $27,030 | $14,440 | $14,440 | $12,590 |
| 4661 WELLS FARGO | P | 2014-12-12 | 2016-10-14 | $192,795 | $25,617 | $25,617 | $167,178 |
| 2000 BRIGHTCOVE | P | 2016-01-13 | 2016-10-24 | $14,695 | $2,379 | $2,379 | $12,316 |
| 321 NUVEEN GLOBAL | P | 2013-11-19 | 2016-10-28 | $4,970 | -$735 | -$735 | $5,705 |
| 2000 ADVENT CLAYMORE | P | 2014-04-22 | 2016-10-31 | $27,706 | -$5,157 | -$5,157 | $32,863 |
| 4000 ALLIANZGI | P | 2011-12-30 | 2016-10-31 | $25,592 | -$18,685 | -$18,685 | $44,277 |
| 500 MORGAN STANLEY INDIA | P | 2015-02-05 | 2016-10-31 | $14,016 | -$501 | -$501 | $14,517 |
| 1000 PROSPECT CAPTAL | P | 2015-01-02 | 2016-10-31 | $7,884 | -$761 | -$761 | $8,645 |
| 396 WELLS FARGO | P | 2015-12-14 | 2016-10-14 | $14,323 | -$1,329 | -$1,329 | $15,652 |
| 679 NUVEEN GLOBAL | P | 2015-01-02 | 2016-10-28 | $10,514 | -$1,607 | -$1,607 | $12,121 |
| 3000 PROSPECT CAPITAL | P | 2014-04-02 | 2016-10-31 | $23,651 | -$9,414 | -$9,414 | $33,065 |
| 728.477 DAVIS NY | P | 2001-01-01 | 2016-11-07 | $21,993 | $2,201 | $2,201 | $19,792 |
| 20000 BANK OF AMERICA | P | 2015-10-06 | 2016-11-15 | $20,000 | -$744 | -$744 | $20,744 |
| 2000 NEW IRELAND | P | 2016-04-26 | 2017-02-06 | $24,375 | -$415 | -$415 | $24,790 |
| 2000 NUVEEN TAX ADV. | P | 2007-10-29 | 2017-02-06 | $28,495 | -$997 | -$997 | $29,492 |
| 4000 VIRTUS TOTAL | P | 2010-01-29 | 2017-02-08 | $17,935 | $8,874 | $8,874 | $9,061 |
| GUGGENHEIM | P | 2009-08-11 | 2017-03-21 | $3 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $199,876 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $119,294 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $199,666 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,275,568 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03182 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $518,652 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,789,994 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07639 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $418,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,465,918 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06471 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $357,672 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,900,504 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06062 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $311,667 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,312,722 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05866 | DistributionYr5Rt |
| Total Distribution | 0.292191 | TotalDistributionRt |
| Average Distribution | 0.058438 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,806,119 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $397,736 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,988 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $402,724 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $476,532 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,988 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,988 | SubtotalAmt |
| Tax Based On Investment Income | $4,988 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,520 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,532 | OverpaymentAmt |
| Applied To ES Tax | $9,532 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | DAVID R GAFIN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5628063535 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7847 FLORENCE AVE113 | 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 | false | 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 |
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 |
|---|---|---|---|---|---|---|
| MARY STAUFFER | ||||||
| 7813 E SECOND STREET | DOWNEY | CA | 90241 | CEO | 15.00 | $0 |
| ALLISON RILEY | ||||||
| 7813 E SECOND STREET | DOWNEY | CA | 90241 | Secretary | 1.00 | $0 |
| JANET SUZUKI | ||||||
| 7813 E SECOND STREET | DOWNEY | CA | 90241 | CFO | 1.00 | $0 |
| NANCY SWENSON | ||||||
| 7813 E SECOND STREET | DOWNEY | CA | 90241 | COO | 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 | AUTRY NATIONAL CENTER TO PROVIDE SPEAKERS/EDUCATORS TO SPEAK TO HIGH SCHOOL STUDENTS ON SOCIAL STUDIES. | Description1Txt |
| Expenses1 | $17,500 | Expenses1Amt |
| Description2 | PROVIDE AID TO THE EDUCATIONAL PROCESS OF THE DOWNEY UNIFIED SCHOOL DISTRICT. | Description2Txt |
| Expenses2 | $125,797 | Expenses2Amt |
| Description3 | SCHOLARSHIPS AND BOOK ALLOWANCE TO ELIGIBLE HIGH SCHOOL AND COLLEGE STUDENTS. | Description3Txt |
| Expenses3 | $194,801 | Expenses3Amt |
| Description4 | DOWNEY UNIFIED SCHOOL DISTRICT ROBOTICS AND COLUMBIA MEMORIAL SPACE CENTER PROGRAMS TO INSPIRE STEM EDUCATION. | Description4Txt |
| Expenses4 | $132,472 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,777,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,342 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,909,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,909,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,806,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $340,306 | 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 | $476,532 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $476,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,988 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $471,544 | 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 | $340,306 | CurrentYearAmt |
| Year1 | $313,778 | Year1Amt |
| Year2 | $339,500 | Year2Amt |
| Year3 | $323,296 | Year3Amt |
| Total | $1,316,880 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $289,260 | CurrentYearAmt |
| Year1 | $266,711 | Year1Amt |
| Year2 | $288,575 | Year2Amt |
| Year3 | $274,802 | Year3Amt |
| Total | $1,119,348 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $476,532 | CurrentYearAmt |
| Year1 | $199,666 | Year1Amt |
| Year2 | $525,056 | Year2Amt |
| Year3 | $424,797 | Year3Amt |
| Total | $1,626,051 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $476,532 | CurrentYearAmt |
| Year1 | $199,666 | Year1Amt |
| Year2 | $525,056 | Year2Amt |
| Year3 | $424,797 | Year3Amt |
| Total | $1,626,051 | 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) |
|---|---|---|
| Current Year | $527,350 | CurrentYearAmt |
| Year1 | $741,337 | Year1Amt |
| Year2 | $653,912 | Year2Amt |
| Year3 | $659,208 | Year3Amt |
| Total | $2,581,807 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY STAUFFER | ContributingManagerNm |
| Contributing Manager | JANET SUZUKI | ContributingManagerNm |
| 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. | $124,797 |
| VARIOUS SCHOLARSHIP PROGRAMS | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | VARIOUS SCHOLARSHIPS | $194,801 |
| VARIOUS PROGRAMS TO PROMOTE EDUCATI | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | VARIOUS PROGRAMS AND RELATED EXPENSES | $156,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $476,532 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $753 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,628 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $199,876 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT | Desc |
| Related Or Exempt Function Incm | $49 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $327,381 | ExclusionAmt |
| Related Or Exempt Function Incm | $199,925 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $527,306 | 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 |
|---|---|
| 4 | USED FOR SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
| 8 | USED FOR SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
| 3 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MARY R STAUFFER | |||||||
| 1 | 7813 E SECOND STREET | DOWNEY | CA | 90241 | $77,032 | Yes (X) | |
| JANET MASA SUZUKI | |||||||
| 2 | 4303 SAN RAFAEL AVE | LOS ANGELES | CA | 90042 | $28,787 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 425 SHARES OF WASTE MANAGEMENT INC. | NoncashPropertyDesc |
| Fair Market Value | $28,787 | FairMarketValueAmt |
| Received | 2016-07-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,340 | Amt |
| Net Investment Income | $4,670 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,670 | 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 | $1,142 | CostOrOtherBasisAmt |
| Book Value | $1,142 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOG. GAIN -APPRECIATED STK DONATION | $16,197 |
| ROUNDING | $5 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CLERICAL SERVICES | $1,500 |
| ENTERTAINMENT | $25 |
| MEETING | $234 |
| MISCELLANEOUS | $43 |
| OFFICE EXPENSE | $1,138 |
| PENALTY | $25 |
| POSTAGE | $9 |
| REPAIRS AND MAINTENANCE | $170 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $49 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAX | $22,578 | $22,578 | $22,578 |
| FOREIGN TAX | $1,257 | $1,257 | $1,257 |
| STATE TAX | $75 |
Comments