THE STRAUSS FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE STRAUSS FAMILY FOUNDATION (EIN 20-8004558)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-26
IRS object ID
202322699349100512
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-26T16:09:57-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271423088PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JACKSON DOERKSEN & MCPETERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1425 S CHERRY ST STE 500AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCOStateAbbreviationCd
ZIP80246ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208004558EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STRAUSS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTRABusinessNameControlTxt
Phone3037617605PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 WINDOVER ROADAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP80121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFRY S STRAUSSPersonNm
Person TitlePRES./SECY.PersonTitleTxt
Phone3037617605PhoneNum
Signature2023-09-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFRYPersonFirstNm
Person LastSTRAUSSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEIDI MCPETERSPreparerPersonNm
PTINP01266962PTIN
Phone3033228771PhoneNum
Preparation2023-09-20PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$557,126FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,326ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,594DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,594DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$9,879NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$251,464GrossSalesPriceAmt
Total Rev And Expnss$2,041TotalRevAndExpnssAmt
Total Net Invst Incm$9,594TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,525AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$763AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$762AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$516OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$258OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$258OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$285TaxesRevAndExpnssAmt
Taxes Net Invst Incm$143TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$142TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,326TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,164TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,162TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,826TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,164TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,662TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,785ExcessRevenueOverExpensesAmt
Net Investment Income$8,430NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$569,176SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$250,546SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$250,246SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$430PrepaidExpensesBOYAmt
Prepaid Expenses EOY$430PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$430PrepaidExpensesEOYFMVAmt
Corporate Stock EOY$304,695CorporateStockEOYAmt
Corporate Stock EOYFMV$305,300CorporateStockEOYFMVAmt
Other Assets EOY$1,150OtherAssetsEOYAmt
Other Assets EOYFMV$1,150OtherAssetsEOYFMVAmt
Total Assets BOY$569,606TotalAssetsBOYAmt
Total Assets EOY$556,821TotalAssetsEOYAmt
Total Assets EOYFMV$557,126TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$569,606RetainedEarningBOYAmt
Retained Earning EOY$556,821RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$569,606TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$556,821TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$569,606TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$556,821TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$569,606TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,785ExcessRevenueOverExpensesAmt
Subtotal$556,821SubtotalAmt
Tot Net Ast Or Fund Balances EOY$556,821TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$117InvestmentIncomeExciseTaxAmt
Subtotal$117SubtotalAmt
Tax Based On Investment Income$117TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$430EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$430TotalPaymentsAndCreditsAmt
Overpayment$313OverpaymentAmt
Applied To ES Tax$313AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN STRAUSSIndividualWithBooksNm
Phone3037617605PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 WINDOVER ROADAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP80121ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJEFFRY S STRAUSSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 WINDOVER ROADAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP80121ZIPCd
FieldValueIRS element (for citing)
TitlePRES./SECY.TitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$152,348AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$409,861AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,005FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$563,214TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$563,214AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,448CashDeemedCharitableAmt
Net Vl Noncharitable Assets$554,766NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,738MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,738MinimumInvestmentReturnAmt
Tax Based On Investment Income$117TaxBasedOnInvestmentIncomeAmt
Total Tax$117TotalTaxAmt
Distributable Before Adj$27,621DistributableBeforeAdjAmt
Distributable Before Ded$27,621DistributableBeforeDedAmt
Distributable As Adjusted$27,621DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,662ExpensesAndContributionsAmt
Qualifying Distributions$13,662QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,621DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$8,076ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$35,920ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$43,996TotalExcessDistributionCyovAmt
Qualifying Distributions$13,662QualifyingDistributionsAmt
Applied To Current Year$13,662AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$13,959ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$13,959ExcessDistributionCyovAppCYAmt
Total Corpus$30,037TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$30,037ExcessDistriCyovToNextYrAmt
Excess From Year2$30,037ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEFFRY STRAUSSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MUDDY PAWS RESCUE
821 9TH AVEFRNT1NEW YORKNY10019CHARITYCHARITABLE PURPOSE$5,000
THE CURRENT MEDIA FOUNDATION
313 JEFFERSON STLAFAYETTELA70501CHARITYCHARITABLE PURPOSE$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,594ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$9,879RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,594ExclusionAmt
Related Or Exempt Function Incm-$9,879RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$285TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,525Amt
Net Investment Income$763NetInvestmentIncomeAmt
Disbursements Charitable Prps$762DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetENERGY TRANSFER PARTNERAssetDesc
Acquired2022-09AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2022-09SoldDt
Gross Sales Price$251,464GrossSalesPriceAmt
Basis$261,343BasisAmt
Total Net-$9,879TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockISHARES PREFERRED INCOME ETFStockNm
EOY Book Value$304,695EOYBookValueAmt
EOYFMV$305,300EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
EOY Book Value$1,150EOYBookValueAmt
EOYFMV$1,150EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$516Amt
Net Investment Income$258NetInvestmentIncomeAmt
Disbursements Charitable Prps$258DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryLICENSESCategoryTxt
Amt$285Amt
Net Investment Income$143NetInvestmentIncomeAmt
Disbursements Charitable Prps$142DisbursementsCharitablePrpsAmt

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