2017-05-22T14:54:58-07:00 2017-04-30 DAVID R GAFIN CPA 7847 Florence Ave Ste113 Downey CA 90240 990PF 2016-05-01 954433269 MARY R STAUFFER FOUNDATION MARY 5628617378 PO BOX 4688 DOWNEY CA 90241 MARY STAUFFER President & CEO 2017-05-22 true DAVID R GAFIN P00127166 5628063535 X 2016 2021-01-29 14:40:06Z X 81771188 X 105819 753 753 753 326628 326628 326628 199876 2513897 199876 119294 49 633125 527257 446675 9340 4670 4670 23910 23835 23835 3144 36394 28505 28505 0 476532 476532 512926 28505 28505 476532 120199 498752 418170 140161 69403 69403 7174118 7347731 81701785 1142 1142 7314279 7418276 81771188 0 X 7314279 7418276 7314279 7418276 7314279 7418276 7314279 120199 7434478 16202 7418276 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 12255 9928 2327 2327 200 CHUBB P 2015-12-10 2016-05-25 25145 22956 2189 2189 4 SMUCKER - CALL P 2016-05-01 2016-06-09 1763 1763 1763 1500 TRANSOCEAN P 2014-09-18 2016-06-06 16433 66625 -50192 -50192 500 TOOTSIE ROLL P 2015-03-10 2016-06-09 17195 16230 965 965 200 CH ROBINSON P 2015-10-30 2016-06-15 14483 14167 316 316 1000 FORTUNE BRANDS P 2013-09-20 2016-06-20 54694 38763 15931 15931 1000 BANCO SANTANDER P 2014-08-25 2016-06-23 4589 10185 -5596 -5596 300 ALEXANDRIA R.E. P 2014-01-26 2016-06-28 28193 27242 951 951 1000 B&G FOODS P 2015-03-20 2016-06-28 34692 28860 5832 5832 300 CH ROBINSON P 2015-10-30 2016-06-15 21724 20861 863 863 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 1228 1228 1228 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 23232 19525 3707 3707 100 3M P 2015-09-16 2016-07-18 16897 14612 2285 2285 1000 TYSON FOODS P 2015-03-12 2016-07-18 54692 38826 15866 15866 800 YUM BRANDS P 2015-10-26 2016-07-18 67692 58989 8703 8703 500 MICROSOFT P 2015-10-26 2016-07-21 27663 22305 5358 5358 200 APPLE P 2013-06-20 2016-07-27 20385 12153 8232 8232 200 3M P 2015-06-24 2016-07-18 33795 32061 1734 1734 5 HARMAN - CALL P 2016-05-01 2016-08-01 1301 1301 1301 10 DICKS SPORTING - CALL P 2016-05-01 2016-08-02 1654 1654 1654 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 4363 25865 -21502 -21502 200 PEPSICO P 2013-09-25 2016-08-18 21371 16183 5188 5188 500 BAXTER P 2015-07-29 2016-08-22 20943 15579 5364 5364 400 RATHEON P 2014-08-28 2016-08-22 51692 45028 6664 6664 1000 SYSCO P 2013-01-23 2016-08-22 46692 36675 10017 10017 1000 CASTLELIGHT P 2015-01-02 2016-08-30 3888 11835 -7947 -7947 1000 DHI GROUP P 2014-01-21 2016-08-30 7444 11218 -3774 -3774 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 1062 1062 1062 3 PROCTER & GAMBLE - CALL P 2016-05-01 2016-09-28 528 528 528 500 PEPSICO P 2015-05-01 2016-09-06 53563 44140 9423 9423 200 BECTON DICKINSON P 2015-12-31 2016-09-07 31692 31331 361 361 1500 ABB LTD P 2015-02-22 2016-09-19 31192 29405 1787 1787 200 FACEBOOK P 2016-02-08 2016-09-19 22693 21258 1435 1435 1500 SEAGATE P 2016-04-25 2016-09-19 44692 39935 4757 4757 500 QUALCOMM P 2016-03-30 2016-09-29 19796 15530 4266 4266 500 DEERE P 2015-08-27 2016-09-30 42187 41972 215 215 200 QUALCOMM P 2014-06-07 2016-09-29 13197 14139 -942 -942 200 ALIBABA P 2015-02-17 2016-10-03 20695 20305 390 390 2000 HOMESTREET P 2014-01-19 2016-10-11 48794 38900 9894 9894 200 MICROSOFT P 2015-07-20 2016-10-21 11722 9488 2234 2234 1000 CHEMOURS P 2015-10-22 2016-10-24 9766 7426 2340 2340 500 GIGAMON - CALL P 2016-08-26 2016-10-24 24695 22164 2531 2531 500 11-VI P 2015-11-02 2016-10-24 12225 9961 2264 2264 500 MERCURY GENERAL P 2013-03-20 2016-10-31 27337 18749 8588 8588 500 MERCURY GENERAL P 2015-07-31 2016-10-31 27337 28667 -1330 -1330 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 53647 49493 4154 4154 200 HARRIS CORP P 2015-05-06 2016-11-10 20261 15958 4303 4303 100 OLD DOMINION P 2015-10-22 2016-11-10 7891 6379 1512 1512 1500 TRUSTMARK P 2014-11-14 2016-11-10 45749 37803 7946 7946 500 HARMEN P 2016-08-01 2016-11-14 54593 41669 12924 12924 200 ATLAS P 2015-11-02 2016-11-21 9766 8786 980 980 200 CATERPILLAR P 2015-07-22 2016-11-21 17195 16143 1052 1052 400 FOOTLOCKER P 2016-07-08 2016-11-21 25755 23235 2520 2520 500 MICROSOFT P 2016-06-14 2016-11-21 29809 27444 2365 2365 200 DARDEN P 2015-11-02 2016-11-29 14221 12764 1457 1457 100 FOOTLOCKER P 2015-11-02 2016-11-21 6439 6937 -498 -498 300 MICROSOFT P 2015-07-20 2016-11-21 17885 14232 3653 3653 1000 DICKS SPORTING P 2015-11-18 2016-12-07 54694 44036 10658 10658 200 BARNES GROUP P 2015-11-02 2016-12-16 9553 7894 1659 1659 500 AMERICAN RAILCAR P 2015-01-13 2016-12-19 22195 30487 -8292 -8292 200 CUMMINGS P 2015-02-11 2016-12-19 24695 17775 6920 6920 1000 IROBOT P 2016-08-26 2016-12-19 45694 40763 4931 4931 500 METLIFE P 2014-01-30 2016-12-19 22195 25184 -2989 -2989 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 2240 2240 2240 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 1165 1165 1165 200 DICKS SPORTING P 2015-11-18 2017-01-13 10328 7544 2784 2784 5 BOSTON PPTYS - CALL P 2016-05-01 2017-02-01 1193 1193 1193 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 1318 1318 1318 20 WEYERHAEUSER - CALL P 2016-05-01 2017-02-13 2360 2360 2360 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 1118 1118 1118 5 BERSHIRE - CALL P 2016-05-01 2017-02-17 1318 1318 1318 3 PROCTER & GAMBLE - CALL P 2016-05-01 2017-02-21 353 353 353 5 NVIDIA - CALL P 2016-05-01 2017-02-22 3256 3256 3256 300 APPLE P 2013-06-26 2017-02-14 40140 17558 22582 22582 400 FEDEX P 2015-01-06 2017-02-21 75693 67542 8151 8151 10 UMPQUA - CALL P 2016-05-01 2017-03-01 918 918 918 10 WALMART - CALL P 2016-05-01 2017-03-02 1409 1409 1409 5 SYKES - CALL P 2016-05-01 2017-03-10 418 418 418 10 HAIN CELESTIAL - CALL P 2016-05-01 2017-03-14 1409 1409 1409 3 AMDOCS - CALL P 2016-05-01 2017-03-16 593 593 593 500 APPLE P 2014-01-07 2017-03-13 64694 35969 28725 28725 400 ISHARES P 2016-07-19 2017-03-14 46495 55927 -9432 -9432 500 ETF MANAGERS P 2015-01-27 2017-03-31 14465 13322 1143 1143 10 WALT DISNEY - CALL P 2016-05-01 2017-04-05 1409 1409 1409 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 1168 1168 1168 300 HOME DEPOT P 2016-09-12 2017-04-24 41694 38911 2783 2783 234 FOUR CORNERS-CASH IN LIEU P 2016-03-02 2017-04-25 5425 4209 1216 1216 766 FOUR CORNERS P 2016-05-25 2017-04-25 17759 15185 2574 2574 1000 JOHN HANCOCK TAX ADV P 2006-10-11 2016-05-12 24595 17961 6634 6634 200 UNITED RENTALS P 2016-03-04 2016-05-23 12774 11886 888 888 1900 NUVEEN CREDIT P 2015-12-21 2016-05-31 15180 14649 531 531 1000 BLACKROCK ENERGY P 2015-01-07 2016-06-23 13959 20198 -6239 -6239 1000 UMH P 2015-04-28 2016-06-28 10781 10620 161 161 2000 NUVEEN DIVERSIFIED P 2004-08-31 2016-08-02 23952 28185 -4233 -4233 2000 CALAMOS GLOBAL P 2009-08-14 2016-08-12 14493 22575 -8082 -8082 300 CUSHING ENERGY P 2013-07-25 2016-08-16 2714 31949 -29235 -29235 425 WASTE MANAGEMENT P 2016-07-12 2016-09-08 27030 12590 14440 14440 4661 WELLS FARGO P 2014-12-12 2016-10-14 192795 167178 25617 25617 2000 BRIGHTCOVE P 2016-01-13 2016-10-24 14695 12316 2379 2379 321 NUVEEN GLOBAL P 2013-11-19 2016-10-28 4970 5705 -735 -735 2000 ADVENT CLAYMORE P 2014-04-22 2016-10-31 27706 32863 -5157 -5157 4000 ALLIANZGI P 2011-12-30 2016-10-31 25592 44277 -18685 -18685 500 MORGAN STANLEY INDIA P 2015-02-05 2016-10-31 14016 14517 -501 -501 1000 PROSPECT CAPTAL P 2015-01-02 2016-10-31 7884 8645 -761 -761 396 WELLS FARGO P 2015-12-14 2016-10-14 14323 15652 -1329 -1329 679 NUVEEN GLOBAL P 2015-01-02 2016-10-28 10514 12121 -1607 -1607 3000 PROSPECT CAPITAL P 2014-04-02 2016-10-31 23651 33065 -9414 -9414 728.477 DAVIS NY P 2001-01-01 2016-11-07 21993 19792 2201 2201 20000 BANK OF AMERICA P 2015-10-06 2016-11-15 20000 20744 -744 -744 2000 NEW IRELAND P 2016-04-26 2017-02-06 24375 24790 -415 -415 2000 NUVEEN TAX ADV. P 2007-10-29 2017-02-06 28495 29492 -997 -997 4000 VIRTUS TOTAL P 2010-01-29 2017-02-08 17935 9061 8874 8874 GUGGENHEIM P 2009-08-11 2017-03-21 3 3 3 199876 119294 false 199666 6275568 0.03182 518652 6789994 0.07639 418400 6465918 0.06471 357672 5900504 0.06062 311667 5312722 0.05866 0.292191 0.058438 6806119 397736 4988 402724 476532 X 4988 4988 4988 14520 14520 9532 9532 false false false false false false false false false true CA true true false false false true N/A DAVID R GAFIN CPA 5628063535 7847 FLORENCE AVE113 DOWNEY CA 90240 false false false false false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE AUTRY NATIONAL CENTER TO PROVIDE SPEAKERS/EDUCATORS TO SPEAK TO HIGH SCHOOL STUDENTS ON SOCIAL STUDIES. 17500 PROVIDE AID TO THE EDUCATIONAL PROCESS OF THE DOWNEY UNIFIED SCHOOL DISTRICT. 125797 SCHOLARSHIPS AND BOOK ALLOWANCE TO ELIGIBLE HIGH SCHOOL AND COLLEGE STUDENTS. 194801 DOWNEY UNIFIED SCHOOL DISTRICT ROBOTICS AND COLUMBIA MEMORIAL SPACE CENTER PROGRAMS TO INSPIRE STEM EDUCATION. 132472 6777423 132342 0 6909765 0 6909765 103646 6806119 340306 X 476532 476532 4988 471544 1998-11-24 X 340306 313778 339500 323296 1316880 289260 266711 288575 274802 1119348 476532 199666 525056 424797 1626051 476532 199666 525056 424797 1626051 0 527350 741337 653912 659208 2581807 MARY STAUFFER JANET SUZUKI X 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. 124797 VARIOUS SCHOLARSHIP PROGRAMS VARIOUS VARIOUS CA 90241 NONE VARIOUS SCHOLARSHIPS 194801 VARIOUS PROGRAMS TO PROMOTE EDUCATI VARIOUS VARIOUS CA 90241 NONE VARIOUS PROGRAMS AND RELATED EXPENSES 156934 476532 14 753 14 326628 199876 SETTLEMENT 49 327381 199925 527306 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. false false false false false false false false false false X X 1 MARY R STAUFFER 7813 E SECOND STREET DOWNEY CA 90241 77032 X 2 JANET MASA SUZUKI 4303 SAN RAFAEL AVE LOS ANGELES CA 90042 28787 X 2 425 SHARES OF WASTE MANAGEMENT INC. 28787 2016-07-11 ACCOUNTING 9340 4670 4670 0 Machinery and Equipment 1142 1142 RECOG. GAIN -APPRECIATED STK DONATION 16197 ROUNDING 5 CLERICAL SERVICES 1500 ENTERTAINMENT 25 MEETING 234 MISCELLANEOUS 43 OFFICE EXPENSE 1138 PENALTY 25 POSTAGE 9 REPAIRS AND MAINTENANCE 170 SETTLEMENT 49 FEDERAL TAX 22578 22578 22578 FOREIGN TAX 1257 1257 1257 STATE TAX 75