MARY R STAUFFER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARY R STAUFFER FOUNDATION (EIN 95-4433269)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2013-05-31
- IRS object ID
- 201301519349100010
- Schema version
- 2012v2.0
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-31T15:40:02-07:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID R GAFIN CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7847 Florence Ave Ste113 | AddressLine1 |
| City | Downey | City |
| State | CA | State |
| ZIP Code | 90240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954433269 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY R STAUFFER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARY | NameControl |
| Phone | 5628617378 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4688 | AddressLine1 |
| City | DOWNEY | City |
| State | CA | State |
| ZIP Code | 90241 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY STAUFFER | Name |
| Title | President & CEO | Title |
| Date Signed | 2013-05-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID R GAFIN | Name |
| PTIN | P00127166 | PTIN |
| Phone | 5628063535 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6571191 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 285485 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 248483 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 248483 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 248483 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 547454 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1552130 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 547454 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 122116 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 1081422 | TotalRevenueAndExpenses |
| Total Net Investment Income | 795937 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 370599 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 5935 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5935 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 5935 | AccountingFeesAdjNetIncm |
| Taxes Rev And Expnss | 2947 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2947 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 2947 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 1961 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 10843 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8882 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 8882 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 365543 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 365543 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 376386 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8882 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 8882 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 365543 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 705036 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 787055 | NetInvestmentIncome |
| Adjusted Net Income | 361717 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 74231 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 352974 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 462974 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5765540 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6083261 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6108217 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 1095 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1095 | AccumDeprecLandBldgAndEquip |
| Other Assets EOY | 1 | OtherAssetsEOY |
| Total Assets BOY | 5839771 | TotalAssetsBOY |
| Total Assets EOY | 6436236 | TotalAssetsEOY |
| Total Assets EOYFMV | 6571191 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 5839771 | RetainedEarningsBOY |
| Retained Earnings EOY | 6436236 | RetainedEarningsEOY |
| Total Net Assets BOY | 5839771 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6436236 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5839771 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6436236 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5839771 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 705036 | ExcessOfRevenueOverExpenses |
| Subtotal | 6544807 | Subtotal |
| Other Decreases | 108571 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6436236 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 547454 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 122116 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 311667 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5312722 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05866 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 399484 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5218978 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.07654 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 247294 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4295868 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05757 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 218227 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3966984 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05501 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 247508 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4657650 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05314 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.30093 | TotalDistributionRatio |
| Average Distribution Ratio | 0.06019 | AverageDistributionRatio |
| Net Noncharitable Assets | 5900504 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 355122 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7871 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 362993 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 365543 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 7871 | InvestmentIncomeExciseTax |
| Subtotal | 7871 | Subtotal |
| Tax Based On Investment Income | 7871 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5080 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5080 | TotalCreditsAndPayments |
| Tax Due | 2791 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID R GAFIN CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5628063535 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7847 FLORENCE AVE113 | AddressLine1 |
| City | DOWNEY | City |
| State | CA | State |
| ZIP Code | 90240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ALLISON BLOWERS | ||||||
| 7813 E SECOND STREET | DOWNEY | CA | 90241 | Secretary | 1.00 | 0 |
| MARY STAUFFER | ||||||
| 7813 E SECOND STREET | DOWNEY | CA | 90241 | President & CEO | 15.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DOWNEY UNIFIED SCHOOL DISTRICT TEACHER PROJECTS TO ENHANCE THE LEARNING EXPERIENCE. | Description1 |
| Expenses1 | 88152 | Expenses1 |
| Description2 | PROVIDE STUDENT SPONSORSHIPS TO THE COLUMBIA MEMORIAL SPACE CENTER TO ELEMENTARY SCHOOL STUDENTS TO PROMOTE EDUCATION AND CARRERS IN ENGINEERING, MATHMATICS AND RELATED SCIENCES. | Description2 |
| Expenses2 | 38617 | Expenses2 |
| Description3 | SCHOLARSHIPS AND BOOK ALLOWANCE TO ELIGIBLE HIGH SCHOOL STUDENTS. | Description3 |
| Expenses3 | 172900 | Expenses3 |
| Description4 | DOWNEY UNIFIED SCHOOL DISTRICT PROJECT LEAD THE WAY, ENGINEERING TRACKING PROGRAM FOR ENGINEERING STUDENTS TO ATTEND CAL POLY-POMONA. | Description4 |
| Expenses4 | 24718 | Expenses4 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5811571 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 178788 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5990359 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 5990359 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 89855 | CashDeemedCharitable |
| Net Noncharitable Assets | 5900504 | NetNoncharitableAssets |
| Minimum Investment Return | 295025 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 365543 | ExpensesAndContributions |
| Qualifying Distributions | 365543 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 7871 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 357672 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1998-11-24 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 295025 | CurrentYear |
| Year1 | 265636 | Year1 |
| Year2 | 260949 | Year2 |
| Year3 | 189931 | Year3 |
| Total | 1011541 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 250771 | CurrentYear |
| Year1 | 225791 | Year1 |
| Year2 | 221807 | Year2 |
| Year3 | 161441 | Year3 |
| Total | 859810 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 365543 | CurrentYear |
| Year1 | 311667 | Year1 |
| Year2 | 402353 | Year2 |
| Year3 | 249193 | Year3 |
| Total | 1328756 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 365543 | CurrentYear |
| Year1 | 311667 | Year1 |
| Year2 | 402353 | Year2 |
| Year3 | 249193 | Year3 |
| Total | 1328756 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 795935 | CurrentYear |
| Year1 | 261600 | Year1 |
| Year2 | 293681 | Year2 |
| Year3 | 95652 | Year3 |
| Total | 1446868 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALLISON BLOWERS | ContributingManager |
| Contributing Manager | MARY STAUFFER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| VARIOUS PROGRAMS TO PROMOTE EDUCATI | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | VARIOUS PROGRAMS AND RELATED EXPENSES | $104,491 |
| VARIOUS SCHOLARSHIP PROGRAMS | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | VARIOUS SCHOLARSHIPS | $172,900 |
| 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. | $88,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 365543 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $248,483 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 547454 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $248,483 | ExclusionAmount |
| Related Or Exempt Function Income | 547454 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 795937 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 7 | INCOME USED FOR CHARITY RELATED ACTIVITIES, |
| 8 | SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
| 4 | INCOME USED FOR CHARITY RELATED ACTIVITIES, |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (7 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Address Line1ContributorAddressForeign/AddressLine1 | CityContributorAddressForeign/City | Province Or StateContributorAddressForeign/ProvinceOrState | CountryContributorAddressForeign/Country | Postal CodeContributorAddressForeign/PostalCode | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 7 | M OWENS | 5822 BUCHANAN STREET | LOS ANGELES | CA | 90042 | 22000 | X | ||||||
| 6 | A BLOWERS-ALISON | 21792 | 165 SPEED ISLAND TRAIL | CAMBRIDGE | ONTARIO | CA | N3C2V3 | X | |||||
| 5 | DOROTHY BLOWERS TRUST | 22747 | 165 SPEED ISLAND TRAIL | CAMBRIDGE | ONTARIO | CA | N3C2V3 | X | |||||
| 4 | ROBERT AND JUDITH SAUNDERS | 248 SERENA DR | PALM DESERT | CA | 92260 | 22000 | X | ||||||
| 3 | JANET MASA SUZUKI | 4303 SAN RAFAEL AVE | LOS ANGELES | CA | 90042 | 44197 | X | ||||||
| 2 | MARY R STAUFFER | 7813 E SECOND STREET | DOWNEY | CA | 90241 | 129449 | X | ||||||
| 1 | JAMES SUSAN STAUFFER TRUST | 441 MEADOWGROVE ST | LA CANADA | CA | 91011 | 22000 | X |
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 6 | 1200 SHARES SAYMANTEC CORP | 21792 | 2012-12-28 |
| 5 | 1200 SHARES SYMANTEC CORP AND 22 SHARES JPMORGAN CHASE & CO | 22747 | 2012-12-28 |
| 3 | 500 SHARES BERKSHIRE HATHAWAY INC. B | 44197 | 2012-11-27 |
| 2 | 887 SHARES PSA-PUBLIC STORAGE INC | 129449 | 2012-11-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION | Category |
| Amount | $5,935 | Amount |
| Net Investment Income | 5935 | NetInvestmentIncome |
| Adjusted Net Income | 5935 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItem |
| Cost Or Other Basis | 1095 | CostOrOtherBasis |
| Accumulated Depreciation | 1095 | AccumulatedDepreciation |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| EOY Book Value | 1 | EOYBookValue |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ROUNDING | $4 |
| RECOG. GAIN -APPRECIATED STK DONATION | $108,567 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| SUPPLIES | 22 |
| POSTAGE | 128 |
| MISCELLANEOUS | 149 |
| DUES & SUBCRIPTIONS | 20 |
| CLERICAL SERVICES | 1582 |
| BANK CHARGES | 60 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| MISC TAXES | $85 | 85 | 85 |
| FOREIGN TAX | $685 | 685 | 685 |
| FEDERAL TAX | $2,177 | 2177 | 2177 |
Comments