STEPHEN G AND REGINA OSWALD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN G AND REGINA OSWALD FOUNDATION (EIN 81-0835449)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-24
- IRS object ID
- 202412989349100311
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-24T12:57:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410223337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSEY & WHITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 S 6TH ST STE 1500 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810835449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN G AND REGINA OSWALD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 8609925150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1622 KENSING LN | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN G OSWALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8609925150 | PhoneNum |
| Signature | 2024-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY NEWMAN | PreparerPersonNm |
| PTIN | P00292168 | PTIN |
| Phone | 6123402600 | PhoneNum |
| Preparation | 2024-10-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,331,391 | 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 | $14,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $180 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $180 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,543 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $602,393 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,464,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $602,393 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $624,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $610,116 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,791 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,500,347 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,500,347 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,543,138 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,500,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$918,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $610,116 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,287 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $777 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,169,635 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,307,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,330,614 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,226,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,308,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,331,391 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,226,922 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,308,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,226,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,226,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,308,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,226,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$918,622 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,308,300 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,300 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,464,504 | GrossSalesPriceAmt |
| Cost Or Other Basis | $862,111 | CostOrOtherBasisAmt |
| Gain Or Loss | $602,393 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $602,393 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $602,393 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,481 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,481 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,481 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,871 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,871 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,390 | OverpaymentAmt |
| Applied To ES Tax | $1,390 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN G OSWALD | IndividualWithBooksNm |
| Phone | 9609925150 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1622 KENSING LN | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN G OSWALD | ||||||||
| 1622 KENSING LN | SANTA ANA | CA | 92706 | DIRECTOR, PRESIDENT | 0.75 | $0 | $0 | $0 |
| REGINA OSWALD | ||||||||
| 1622 KENSING LN | SANTA ANA | CA | 92706 | DIRECTOR, SECRETARY | 0.75 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,647,960 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,693,472 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,693,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,668,070 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,404 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,404 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,481 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,481 | TotalTaxAmt |
| Distributable Before Adj | $74,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,923 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,500,347 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,500,347 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $89,810 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $284,103 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $912,525 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $354,600 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $940,388 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,581,426 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,500,347 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,425,424 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,006,850 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $89,810 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,917,040 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $284,103 | ExcessFromYear4Amt |
| Excess From Year3 | $912,525 | ExcessFromYear3Amt |
| Excess From Year2 | $354,600 | ExcessFromYear2Amt |
| Excess From Year1 | $940,388 | ExcessFromYear1Amt |
| Excess From Current Year | $1,425,424 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN G OSWALD | ContributingManagerNm |
| Contributing Manager | REGINA OSWALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN BATTLE MONUMENTS FOUNDATION | ||||||
| 2181 SOUTH COLUMBINE ST | DENVER | CO | 802104813 | PC | GENERAL OPERATION SUPPORT | $134,068 |
| CASA OF ORANGE COUNTY | ||||||
| 765 THE CITY DRIVE SOUTH SUITE 300 | ORANGE | CA | 92868 | PC | GENERAL OPERATION SUPPORT | $10,710 |
| CHAMPION LA | ||||||
| 633 WEST FIFTH STREET SUITE 1800 | LOS ANGELES | CA | 90071 | PC | GENERAL OPERATION SUPPORT | $500,000 |
| CHILDREN OF ARMENIA FUND | ||||||
| 149 5TH AVE SUITE 500 | NEW YORK | NY | 10010 | PC | GENERAL OPERATION SUPPORT | $10,000 |
| CHOC CHILDREN'S FOUNDATION | ||||||
| 1120 WEST LA VETA AVE | ORANGE | CA | 92868 | PC | GENERAL OPERATION SUPPORT | $61,500 |
| HOLLYWOOD CHARITY HORSE SHOW | ||||||
| 2121 AVENUE OF THE STARS SUITE 2200 | LOS ANGELES | CA | 90067 | PC | GENERAL OPERATION SUPPORTGENERAL OPERATION SUPPORT | $10,000 |
| LA CHARGERS IMPACT FUND | ||||||
| 3333 SUSAN ST | COSTA MESA | CA | 92626 | PC | GENERAL OPERATION SUPPORT | $75,000 |
| LIVING LEGENDS OF AVIATION | ||||||
| 4 WEST DRY CREEK CIR SUITE 100 | LITTLETON | CO | 80120 | PC | GENERAL OPERATION SUPPORT | $50,000 |
| MATER DEI HIGH SCHOOL | ||||||
| 1202 W EDINGER AVE | SANTA ANA | CA | 92707 | PC | GENERAL OPERATION SUPPORT | $182,827 |
| ORANGE COUNTY SHERIFFS ADVISORY COUNCIL | ||||||
| 550 N FLOWER ST | SANTA ANA | CA | 92703 | PC | GENERAL OPERATION SUPPORT | $10,000 |
| ORANGE COUNTY UNITED WAY | ||||||
| 18012 MITCHELL S | IRVINE | CA | 92614 | PC | GENERAL OPERATION SUPPORT | $8,510 |
| RADIANT HEALTH CENTERS | ||||||
| 17982 SKY PARK CIRCLE SUITE J | IRVINE | CA | 92614 | PC | GENERAL OPERATION SUPPORT | $5,000 |
| SAINT JEANNE DE LESTONNAC | ||||||
| 16791 EAST MAIN STREET | TUSTIN | CA | 92780 | PC | GENERAL OPERATION SUPPORT | $2,000 |
| SAMUELI ACADEMY | ||||||
| 1901 N FAIRVIEW ST | SANTA ANA | CA | 92706 | PC | GENERAL OPERATION SUPPORT | $10,000 |
| SEGERSTROM CENTER FOR THE ARTS | ||||||
| 600 TOWN CENTER DR | COSTA MESA | CA | 92626 | PC | GENERAL OPERATION SUPPORT | $9,000 |
| SOUTH COAST REPERTORY | ||||||
| 665 TOWN CENTER DRIVE | COSTA MESA | CA | 92628 | PC | GENERAL OPERATION SUPPORT | $11,732 |
| WORLD WAR II MUSEUM | ||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PC | GENERAL OPERATION SUPPORT | $410,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,500,347 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,543 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $602,393 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $610,116 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $610,116 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEPHEN G AND REGINA OSWALD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1622 KENSING LN | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,400 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 129 SHARES OF RAYTHEON TECHNOLOGIES STOCK | $7,573 | $10,854 |
| 25,034 SHARES OF DUCOMMUN INC | $1,290,790 | $1,303,270 |
| 69 SHARES OF CARRIER GLOBAL CORP | $1,372 | $3,964 |
| 140 SHARES OF OTIS WORLDWIDE CORP | $7,788 | $12,526 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DORSEY & WHITNEY LLP | CategoryTxt |
| Legal Fees | $33,791 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |