MARY R STAUFFER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARY R STAUFFER FOUNDATION (EIN 95-4433269)
- Tax period
- 2015-05-01 to 2016-04-30
- Filed
- 2016-06-20
- IRS object ID
- 201621729349100012
- Schema version
- 2015v2.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-20T15:16:35-07:00 | ReturnTs |
| Tax Period End | 2016-04-30 | 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 | 2015-05-01 | 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 | 2016-06-20 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,581,648 | 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 | $136,181 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $355 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $355 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $355 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $341,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $341,556 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $341,556 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $399,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,396,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $399,434 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $191,519 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $877,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $741,345 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $533,430 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $8,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,263 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,263 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $12,293 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,188 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $12,188 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,627 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $22,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,451 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $16,451 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,666 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,666 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,451 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $16,451 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,666 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $655,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $724,894 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $516,979 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,327 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,161 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,773,871 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,174,118 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,441,487 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,804,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,314,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,581,648 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $90,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $90,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,714,198 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,314,279 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,714,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,314,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,804,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,314,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,714,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $655,415 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,369,613 | SubtotalAmt |
| Other Decreases | $55,334 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,314,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (151 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 600 HCP | P | 2013-10-03 | 2015-05-07 | $23,389 | $24,129 | -$740 | -$740 |
| 500 WALT DISNEY | P | 2014-02-03 | 2015-05-11 | $54,694 | $35,357 | $19,337 | $19,337 |
| 500 WILLIAMS COS | P | 2015-01-27 | 2016-05-18 | $24,695 | $22,327 | $2,368 | $2,368 |
| 3 CH ROBINSON - CALL | P | 2015-05-01 | 2015-05-11 | $513 | $513 | $513 | |
| 4 AMERICAN RAILCAR - CALL | P | 2015-05-01 | 2015-05-13 | $688 | $688 | $688 | |
| 10 MONDELEZ - CALL | P | 2015-05-01 | 2015-05-14 | $728 | $728 | $728 | |
| 5 ZOETIS - CALL | P | 2015-05-01 | 2015-05-19 | $978 | $978 | $978 | |
| 10 MENTOR GRAPHICS - CALL | P | 2015-05-01 | 2015-05-20 | $1,112 | $1,112 | $1,112 | |
| 15 JANUS CAP - CALL | P | 2015-05-01 | 2015-05-28 | $1,760 | $1,760 | $1,760 | |
| 7 CONAGRA - CALL | P | 2015-05-01 | 2015-06-24 | $663 | $663 | $663 | |
| 500 CDK GLOBAL | P | 2014-10-14 | 2015-06-03 | $26,563 | $13,816 | $12,747 | $12,747 |
| 100 CNOOC LTD | P | 2014-09-09 | 2015-06-03 | $15,322 | $19,458 | -$4,136 | -$4,136 |
| 400 GILEAD | P | 2014-10-29 | 2015-06-12 | $43,694 | $40,565 | $3,129 | $3,129 |
| 300 HONEYWELL | P | 2015-01-13 | 2015-06-22 | $31,195 | $29,957 | $1,238 | $1,238 |
| 1000 MONDELEZ | P | 2014-12-17 | 2015-06-22 | $39,694 | $36,095 | $3,599 | $3,599 |
| 400 HEALTHCARE | P | 2013-10-03 | 2015-06-24 | $26,339 | $24,895 | $1,444 | $1,444 |
| 500 KINDER MORGAN | P | 2014-06-07 | 2015-07-07 | $18,583 | $17,804 | $779 | $779 |
| 10 APPLE - CALL | P | 2015-05-01 | 2015-07-16 | $1,930 | $1,930 | $1,930 | |
| 200 GOOGLE | P | 2015-05-01 | 2015-07-17 | $138,934 | $107,109 | $31,825 | $31,825 |
| 10 FIAT - CALL | P | 2015-05-01 | 2015-07-17 | $328 | $328 | $328 | |
| 11 GOOGLE - CALL | P | 2015-05-01 | 2015-07-17 | $1,028 | $1,028 | $1,028 | |
| 1000 MENTOR GRAPHICS | P | 2014-09-22 | 2015-07-20 | $24,695 | $22,134 | $2,561 | $2,561 |
| 200 GARTNER | P | 2015-02-12 | 2015-07-30 | $17,223 | $16,213 | $1,010 | $1,010 |
| 1000 PFIZER | P | 2013-06-13 | 2015-07-31 | $35,884 | $29,093 | $6,791 | $6,791 |
| 500 BAXALTA | P | 2015-06-02 | 2015-08-04 | $18,775 | $18,925 | -$150 | -$150 |
| 1 GOOGLE - CALL | P | 2015-05-01 | 2015-08-11 | $928 | $928 | $928 | |
| 7 TOYOTA - CALL | P | 2015-05-01 | 2015-08-13 | $1,285 | $1,285 | $1,285 | |
| 5 HOME DEPOT - CALL | P | 2015-05-01 | 2015-08-13 | $1,028 | $1,028 | $1,028 | |
| 5 MC DONALDS - CALL | P | 2015-05-01 | 2015-09-03 | $628 | $628 | $628 | |
| 11 VECTOR - CALL | P | 2015-05-01 | 2015-09-03 | $533 | $533 | $533 | |
| 12 TYSON - CALL | P | 2015-05-01 | 2015-09-16 | $1,400 | $1,400 | $1,400 | |
| 15 USG - CALL | P | 2015-05-01 | 2015-09-17 | $1,538 | $1,538 | $1,538 | |
| 10 PUBLIC STORAGE - CALL | P | 2015-05-01 | 2015-09-29 | $3,181 | $3,181 | $3,181 | |
| 1200 B&G FOOD | P | 2014-09-25 | 2015-09-04 | $41,828 | $35,236 | $6,592 | $6,592 |
| 1000 B&G FOOD | P | 2013-09-03 | 2015-09-04 | $34,856 | $34,696 | $160 | $160 |
| 5 AMERICAN WATER - CALL | P | 2015-05-01 | 2015-10-01 | $878 | $878 | $878 | |
| 10 FORTUNE BRANDS - CALL | P | 2015-05-01 | 2015-10-08 | $777 | $777 | $777 | |
| 10 WAL-MART - CALL | P | 2015-05-01 | 2015-10-08 | $708 | $708 | $708 | |
| 7 TOYOTA - CALL | P | 2015-05-01 | 2015-10-08 | $988 | $988 | $988 | |
| 7 PEPSICO - CALL | P | 2015-05-01 | 2015-10-22 | $698 | $698 | $698 | |
| 5 HOME DEPOT - CALL | P | 2015-05-01 | 2015-10-22 | $678 | $678 | $678 | |
| 5 YUM BRANDS - CALL | P | 2015-05-01 | 2015-10-26 | $703 | $703 | $703 | |
| 3 BECTON - CALL | P | 2015-05-01 | 2015-10-28 | $768 | $768 | $768 | |
| 10 ZOETIS - CALL | P | 2015-05-01 | 2015-10-29 | $914 | $914 | $914 | |
| 500 MC DONALDS | P | 2013-05-24 | 2015-10-19 | $49,694 | $49,467 | $227 | $227 |
| 500 1SHARES MSC1 | P | 2012-03-21 | 2015-10-20 | $12,033 | $14,495 | -$2,462 | -$2,462 |
| 1000 FIAT | P | 2014-12-26 | 2015-10-22 | $14,855 | $12,241 | $2,614 | $2,614 |
| 100 ALPHABET INC | P | 2015-05-12 | 2015-10-23 | $72,994 | $54,100 | $18,894 | $18,894 |
| 1000 APARTMENT INV | P | 2014-10-08 | 2015-10-27 | $39,954 | $33,688 | $6,266 | $6,266 |
| 200 ADP | P | 2015-06-03 | 2015-10-27 | $17,907 | $17,334 | $573 | $573 |
| 500 SANDISK | P | 2015-03-03 | 2015-10-30 | $38,560 | $35,536 | $3,024 | $3,024 |
| 300 ADP | P | 2014-09-30 | 2015-10-27 | $26,859 | $25,226 | $1,633 | $1,633 |
| 400 SANDISK | P | 2014-06-24 | 2015-10-30 | $30,848 | $40,166 | -$9,318 | -$9,318 |
| FOUR CORNERS-CASH IN LIEU | P | 2015-11-10 | 2015-11-16 | $14 | $14 | $14 | |
| 4 WALT DISNEY - CALL | P | 2015-05-01 | 2015-11-03 | $528 | $528 | $528 | |
| 4 FED EX - CALL | P | 2015-05-01 | 2015-11-16 | $688 | $688 | $688 | |
| 5 HOME DEPOT - CALL | P | 2015-05-01 | 2015-11-17 | $438 | $438 | $438 | |
| 10 TYSON - CALL | P | 2015-05-01 | 2015-11-23 | $914 | $914 | $914 | |
| 4 SMUCKER - CALL | P | 2015-05-01 | 2015-11-27 | $988 | $988 | $988 | |
| 1000 CISCO | P | 2013-05-22 | 2015-11-02 | $28,425 | $24,153 | $4,272 | $4,272 |
| 700 CONAGRA | P | 2014-06-19 | 2015-11-02 | $28,227 | $21,122 | $7,105 | $7,105 |
| 300 ASTEC | P | 2015-07-22 | 2015-11-03 | $10,179 | $11,994 | -$1,815 | -$1,815 |
| 105 VECTOR GROUP | P | 2015-09-17 | 2015-11-23 | $2,472 | $1,594 | $878 | $878 |
| 200 TYSON | P | 2014-06-25 | 2015-11-25 | $9,831 | $7,402 | $2,429 | $2,429 |
| 1050 VECTOR GROUP | P | 2014-06-04 | 2015-11-23 | $24,723 | $20,235 | $4,488 | $4,488 |
| CASH IN LIEU - GMRGROUP | P | 2015-12-15 | 2015-12-21 | $2 | $2 | $2 | |
| 500 DUPONT | P | 2015-06-29 | 2015-12-09 | $37,180 | $30,649 | $6,531 | $6,531 |
| 200 PUBLIC STORAGE | P | 2013-01-10 | 2015-12-10 | $43,694 | $16,520 | $27,174 | $27,174 |
| 800 PUBLIC STORAGE | P | 2013-01-10 | 2015-12-11 | $175,692 | $129,671 | $46,021 | $46,021 |
| 500 AMERICAN WATER WORKS | P | 2014-11-25 | 2015-12-18 | $27,195 | $26,340 | $855 | $855 |
| 1000 PETROLEO | P | 2013-02-25 | 2015-12-23 | $4,254 | $15,523 | -$11,269 | -$11,269 |
| 300 PHILIP MORRIS | P | 2015-06-30 | 2015-12-24 | $26,535 | $25,700 | $835 | $835 |
| 500 HOME DEPOT | P | 2013-10-31 | 2015-12-28 | $64,694 | $38,751 | $25,943 | $25,943 |
| 200 PHILIP MORRIS | P | 2015-04-09 | 2015-12-24 | $17,690 | $15,839 | $1,851 | $1,851 |
| 5 TWITTER - CALL | P | 2015-05-01 | 2015-12-29 | $478 | $478 | $478 | |
| 10 TYSON - CALL | P | 2016-01-13 | 2016-01-15 | $3,723 | -$3,723 | -$3,723 | |
| 5 SPLUNK - CALL | P | 2015-05-01 | 2016-01-13 | $778 | $778 | $778 | |
| 5 PAYPAL - CALL | P | 2015-05-01 | 2016-01-25 | $428 | $428 | $428 | |
| 11 RMR GROUP | P | 2015-12-15 | 2016-01-26 | $178 | $137 | $41 | $41 |
| 10 TYSON - CALL | P | 2015-05-01 | 2016-02-01 | $3,674 | $3,674 | $3,674 | |
| 10 HAIN - CALL | P | 2015-05-01 | 2016-02-04 | $1,654 | $1,654 | $1,654 | |
| 10 SYSCO - CALL | P | 2015-05-01 | 2016-02-10 | $628 | $628 | $628 | |
| 10 FORTUNE - CALL | P | 2015-05-01 | 2016-02-23 | $1,506 | $1,506 | $1,506 | |
| 5 BAXTER - CALL | P | 2015-05-01 | 2016-02-25 | $503 | $503 | $503 | |
| 500 ROYAL DUTCH | P | 2015-06-08 | 2016-02-04 | $21,985 | $30,277 | -$8,292 | -$8,292 |
| 1000 ZOETIS | P | 2013-06-26 | 2016-02-22 | $21,182 | $15,641 | $5,541 | $5,541 |
| 500 ZOETIS | P | 2015-07-22 | 2016-02-22 | $21,182 | $25,159 | -$3,977 | -$3,977 |
| 15 JANUS - CALL | P | 2015-05-01 | 2016-03-01 | $678 | $678 | $678 | |
| 2 DARDEN - CALL | P | 2015-05-01 | 2016-03-01 | $328 | $328 | $328 | |
| 2 GILEAD - CALL | P | 2015-05-01 | 2016-03-07 | $378 | $378 | $378 | |
| 2 CBS - CALL | P | 2015-05-01 | 2016-03-09 | $378 | $378 | $378 | |
| 2 YUM - CALL | P | 2015-05-01 | 2016-03-10 | $1,907 | $1,907 | $1,907 | |
| 12 KICKS - CALL | P | 2015-05-01 | 2016-03-14 | $1,696 | $1,696 | $1,696 | |
| 3 3M - CALL | P | 2015-05-01 | 2016-03-16 | $753 | $753 | $753 | |
| 10 B&G FOOD - CALL | P | 2015-05-01 | 2016-03-17 | $1,654 | $1,654 | $1,654 | |
| 7 POWERSHARES - CALL | P | 2015-05-01 | 2016-03-17 | $1,181 | $1,181 | $1,181 | |
| 5 TOOTSIE ROLL - CALL | P | 2015-05-01 | 2016-03-18 | $628 | $628 | $628 | |
| 5 CH ROBINSON - CALL | P | 2015-05-01 | 2016-03-24 | $853 | $853 | $853 | |
| 5 BERSHIRE B - CALL | P | 2015-05-01 | 2016-03-28 | $1,053 | $1,053 | $1,053 | |
| 300 BECTON DICKINSON | P | 2015-10-28 | 2016-03-21 | $44,694 | $42,599 | $2,095 | $2,095 |
| 10 ARALEZ - CALL | P | 2015-05-01 | 2016-04-05 | $278 | $278 | $278 | |
| 2 BECTON - CALL | P | 2015-05-01 | 2016-04-12 | $1,008 | $1,008 | $1,008 | |
| 7 PEPSICO - CALL | P | 2015-05-01 | 2016-04-12 | $488 | $488 | $488 | |
| 5 ACTIVISION - CALL | P | 2015-05-01 | 2015-04-13 | $678 | $678 | $678 | |
| 3 ALEXANDRA - CALL | P | 2015-05-01 | 2016-04-15 | $603 | $603 | $603 | |
| 10 CHEMOURS - CALL | P | 2015-05-01 | 2016-04-15 | $915 | $915 | $915 | |
| 2 RAYTHEON - CALL | P | 2015-05-01 | 2016-04-15 | $509 | $509 | $509 | |
| 10 ABBOTT - CALL | P | 2015-05-01 | 2016-04-18 | $1,013 | $1,013 | $1,013 | |
| 5 SEAGATE - CALL | P | 2015-05-01 | 2016-04-18 | $553 | $553 | $553 | |
| 7 POWERSHARES QQQ - CALL | P | 2015-05-01 | 2016-04-18 | $803 | $803 | $803 | |
| 5 ALTRIA - CALL | P | 2015-05-01 | 2016-04-18 | $553 | $553 | $553 | |
| 2 RAYTHEON - CALL | P | 2015-05-01 | 2016-04-18 | $588 | $588 | $588 | |
| 15 ABB - CALL | P | 2015-05-01 | 2016-04-19 | $678 | $678 | $678 | |
| 5 DEERE - CALL | P | 2015-05-01 | 2016-04-19 | $878 | $878 | $878 | |
| 2 FACEBOOK - CALL | P | 2015-05-01 | 2016-04-20 | $1,528 | $1,528 | $1,528 | |
| 5 ORBOTECH - CALL | P | 2015-05-01 | 2016-04-20 | $428 | $428 | $428 | |
| 2 CATERPILLAR - CALL | P | 2015-05-01 | 2016-04-22 | $338 | $338 | $338 | |
| 5 BERKSHIRE - CALL | P | 2015-05-01 | 2016-04-25 | $803 | $803 | $803 | |
| 6 UNITED RENTAL - CALL | P | 2015-05-01 | 2016-04-25 | $408 | $408 | $408 | |
| 10 RESMED - CALL | P | 2015-05-01 | 2016-04-25 | $728 | $728 | $728 | |
| 5 11-V1 - CALL | P | 2015-05-01 | 2016-04-26 | $478 | $478 | $478 | |
| 10 SEAGATE - CALL | P | 2015-05-01 | 2016-04-26 | $1,112 | $1,112 | $1,112 | |
| 5 TYSON - CALL | P | 2015-05-01 | 2016-04-26 | $1,178 | $1,178 | $1,178 | |
| 4 FED EX - CALL | P | 2015-05-01 | 2016-04-27 | $1,822 | $1,822 | $1,822 | |
| 1500 JANUS - CALL | P | 2013-05-31 | 2016-04-18 | $20,695 | $13,381 | $7,314 | $7,314 |
| 500 PAYPAL | P | 2016-01-25 | 2016-04-18 | $17,195 | $16,006 | $1,189 | $1,189 |
| 500 APPLE | P | 2014-01-07 | 2016-04-19 | $53,189 | $32,030 | $21,159 | $21,159 |
| 1 BERKSHIRE -CL A | D | 2006-12-21 | 2016-04-19 | $218,670 | $84,203 | $134,467 | $134,467 |
| 500 CBS | P | 2015-11-02 | 2016-04-25 | $27,195 | $24,260 | $2,935 | $2,935 |
| 600 FIRST TRUST - DORSEY | P | 2014-06-02 | 2015-05-08 | $14,128 | $11,534 | $2,594 | $2,594 |
| 750 CORNERSTONE TOTAL | P | 2014-12-02 | 2015-06-17 | $17,578 | $15,108 | $2,470 | $2,470 |
| 1000 GABELLI GLOBAL | P | 2010-01-06 | 2015-06-17 | $17,945 | $20,558 | -$2,613 | -$2,613 |
| 3600 NUVEEN PFD | P | 2011-09-15 | 2015-06-18 | $33,679 | $29,649 | $4,030 | $4,030 |
| 1000 WESTERN ASSET | P | 2009-06-29 | 2015-06-18 | $19,985 | $20,000 | -$15 | -$15 |
| 2000 EATON VANCE MANAGED DIVERSIFIED | P | 2010-01-29 | 2015-06-19 | $22,881 | $25,784 | -$2,903 | -$2,903 |
| 8000 EATON VANCE MANAGED GLOBAL | P | 2007-11-19 | 2015-06-19 | $78,657 | $135,738 | -$57,081 | -$57,081 |
| 1000 FLAHERTY & CRUMRINE | P | 2009-08-12 | 2015-06-19 | $19,577 | $12,800 | $6,777 | $6,777 |
| 6000 NUVEEN CREDIT | P | 2011-09-15 | 2015-06-19 | $51,894 | $71,392 | -$19,498 | -$19,498 |
| 1500 WESTERN ASSET/CLAYMORE | P | 2008-12-24 | 2015-07-29 | $16,105 | $15,720 | $385 | $385 |
| 2000 PIMCO INCOME | P | 2003-08-29 | 2015-09-02 | $19,795 | $33,025 | -$13,230 | -$13,230 |
| 1060 PIMCO GLOBAL - PRIN RET | P | 2009-02-13 | 2015-09-02 | $17,464 | $20,363 | -$2,899 | -$2,899 |
| 1000 GDL | P | 2002-01-31 | 2015-09-14 | $9,568 | $20,000 | -$10,432 | -$10,432 |
| 600 FIRST TRUST | P | 2014-06-02 | 2015-10-06 | $12,985 | $11,534 | $1,451 | $1,451 |
| 2000 CACAMOS STRATIGIC | P | 2012-01-12 | 2015-11-10 | $19,815 | $17,856 | $1,959 | $1,959 |
| 86 PUBLIC STORAGE | D | 2015-12-15 | 2015-12-21 | $21,195 | $13,166 | $8,029 | $8,029 |
| 2 PUBLIC STORAGE - CALL | P | 2015-05-01 | 2016-01-22 | $548 | $548 | $548 | |
| 500 ENCANA | P | 2015-12-21 | 2016-03-03 | $2,324 | $2,460 | -$136 | -$136 |
| 1100 FREEPORT | P | 2015-12-21 | 2016-03-03 | $9,797 | $6,864 | $2,933 | $2,933 |
| 200 PUBLIC STORAGE | D | 2015-12-15 | 2016-03-21 | $51,694 | $30,618 | $21,076 | $21,076 |
| 20 BRIGHT COVE - CALL | P | 2015-05-01 | 2016-03-18 | $912 | $912 | $912 | |
| 2 UNITED RENTALS | P | 2015-05-01 | 2016-03-28 | $588 | $588 | $588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $399,434 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $191,519 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $518,652 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,789,994 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07639 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $418,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,465,918 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06471 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $357,672 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,900,504 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06062 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $311,667 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,312,722 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05866 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $399,484 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,218,978 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07654 | DistributionYr5Rt |
| Total Distribution | 0.336919 | TotalDistributionRt |
| Average Distribution | 0.067384 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,275,568 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $422,873 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,249 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $430,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,666 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,498 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,498 | SubtotalAmt |
| Tax Based On Investment Income | $14,498 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,440 | TotalPaymentsAndCreditsAmt |
| Tax Due | $8,058 | TaxDueAmt |
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 (2 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 | President & CEO | 15.00 | $0 |
| ALLISON BLOWERS | ||||||
| 7813 E SECOND STREET | DOWNEY | CA | 90241 | Secretary | 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 | $73,085 | Expenses2Amt |
| Description3 | SCHOLARSHIPS AND BOOK ALLOWANCE TO ELIGIBLE HIGH SCHOOL AND COLLEGE STUDENTS. | Description3Txt |
| Expenses3 | $52,455 | Expenses3Amt |
| Description4 | DOWNEY UNIFIED SCHOOL DISTRICT ROBOTICS PROGRAM TO INSPIRE STEM EDUCATION. | Description4Txt |
| Expenses4 | $50,187 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,243,086 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,049 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,371,135 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,371,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,275,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,778 | 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 | $199,666 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $199,666 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $199,666 | 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 | $313,778 | CurrentYearAmt |
| Year1 | $339,500 | Year1Amt |
| Year2 | $323,296 | Year2Amt |
| Year3 | $295,025 | Year3Amt |
| Total | $1,271,599 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $266,711 | CurrentYearAmt |
| Year1 | $288,575 | Year1Amt |
| Year2 | $274,802 | Year2Amt |
| Year3 | $250,771 | Year3Amt |
| Total | $1,080,859 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $199,666 | CurrentYearAmt |
| Year1 | $525,056 | Year1Amt |
| Year2 | $424,797 | Year2Amt |
| Year3 | $365,543 | Year3Amt |
| Total | $1,515,062 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $199,666 | CurrentYearAmt |
| Year1 | $525,056 | Year1Amt |
| Year2 | $424,797 | Year2Amt |
| Year3 | $365,543 | Year3Amt |
| Total | $1,515,062 | 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 | $741,337 | CurrentYearAmt |
| Year1 | $653,912 | Year1Amt |
| Year2 | $659,208 | Year2Amt |
| Year3 | $795,935 | Year3Amt |
| Total | $2,850,392 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY STAUFFER | 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. | $36,578 |
| VARIOUS SCHOLARSHIP PROGRAMS | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | VARIOUS SCHOLARSHIPS | $52,455 |
| VARIOUS PROGRAMS TO PROMOTE EDUCATI | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | VARIOUS PROGRAMS AND RELATED EXPENSES | $110,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,666 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $341,556 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $399,434 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $341,911 | ExclusionAmt |
| Related Or Exempt Function Incm | $399,434 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $741,345 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 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. |
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 | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MARY R STAUFFER | |||||||
| 1 | 7813 E SECOND STREET | DOWNEY | CA | 90241 | $71,271 | Yes (X) | |
| MARY R STAUFFER | |||||||
| 2 | 7813 E SECOND STREET | DOWNEY | CA | 90241 | $64,910 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 286 SHARES OF PUBLIC STORAGE | NoncashPropertyDesc |
| Fair Market Value | $71,271 | FairMarketValueAmt |
| Received | 2015-12-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,525 | Amt |
| Net Investment Income | $4,263 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,263 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOG. GAIN -APPRECIATED STK DONATION | $55,326 |
| ROUNDING | $8 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $13 |
| CLERICAL SERVICES | $1,450 |
| POSTAGE | $154 |
| SUPPLIES | $10 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAX | $11,524 | $11,524 | $11,524 |
| FOREIGN TAX | $664 | $664 | $664 |
| STATE TAX | $105 |
Comments