BETA

ROBERT W STUBBS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROBERT W STUBBS FOUNDATION (EIN 43-1304452)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-11-13
IRS object ID
202343179349102934
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)
Return2023-11-13T14:59:15-08:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352536842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WMC Tax Services LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 E Bethany Home RdAddressLine1Txt
CityPhoenixCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85014ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431304452EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSE M & ROBERT W STUBBS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROSEBusinessNameControlTxt
Phone6022341040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1735 OCEAN CLUB DRIVE 5TH FLAddressLine1Txt
CityAMELIA ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS J ROSS JRPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMAS J ROSSPersonFirstNm
Person LastJRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJason M MunkMAccCPAPreparerPersonNm
PTINP00545610PTIN
Phone6022341040PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$2,181,551FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$969InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$969InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,793DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,793DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$443,047NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$452,192GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$443,047CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$479,809TotalRevAndExpnssAmt
Total Net Invst Incm$479,809TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$537OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$537OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$537TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$537TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,937TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$537TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$406,872ExcessRevenueOverExpensesAmt
Net Investment Income$479,272NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,812CashBOYAmt
Cash EOY$470,829CashEOYAmt
Cash EOYFMV$470,829CashEOYFMVAmt
Corporate Stock BOY$453,194CorporateStockBOYAmt
Corporate Stock EOY$444,049CorporateStockEOYAmt
Corporate Stock EOYFMV$1,710,722CorporateStockEOYFMVAmt
Total Assets BOY$508,006TotalAssetsBOYAmt
Total Assets EOY$914,878TotalAssetsEOYAmt
Total Assets EOYFMV$2,181,551TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,795AccountsPayableBOYAmt
Accounts Payable EOY$2,795AccountsPayableEOYAmt
Total Liabilities BOY$2,795TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,795TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$505,211RetainedEarningBOYAmt
Retained Earning EOY$912,083RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$505,211TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$912,083TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$508,006TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$914,878TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$505,211TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$406,872ExcessRevenueOverExpensesAmt
Subtotal$912,083SubtotalAmt
Tot Net Ast Or Fund Balances EOY$912,083TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1500 APPLE INCP2007-03-052022-10-06$219,677$4,570$215,107$215,107
1500 APPLE INCP2007-03-052022-10-28$232,495$4,570$227,925$227,925
GE HEALTHCARE TECH C-I-L2023-01-052023-01-05$20$5$15$15
FieldValueIRS element (for citing)
Capital Gain Net Income$443,047CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,662InvestmentIncomeExciseTaxAmt
Subtotal$6,662SubtotalAmt
Tax Based On Investment Income$6,662TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$145EsPenaltyAmt
Tax Due$6,807TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
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 StateMOOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROSE M STUBBSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6022341040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1735 OCEAN CLUB DRIVEAddressLine1Txt
CityAMELIA ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32034ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROSE MARIE STUBBS
735 OCEAN CLUB DR 5TH FLAMELIA ISLANDFL32034President0.50$0
THOMAS J ROSS JR
233 SOUTH STREETMORRISTOWNNJ07960Vice President0.50$0
CHARITY M STUBBS-GUZOFSKI
32 GRAMERCY PARK SOUTH APT 5JNEW YORKNY10003Treasurer0.50$0
JASON M MUNK
1301 E BETHANY HOME RDPHOENIXAZ85014Secretary0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$331,451AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,671,894AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,003,345TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,003,345AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,050CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,973,295NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,665MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98,665MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,662TaxBasedOnInvestmentIncomeAmt
Total Tax$6,662TotalTaxAmt
Distributable Before Adj$92,003DistributableBeforeAdjAmt
Distributable Before Ded$92,003DistributableBeforeDedAmt
Distributable As Adjusted$92,003DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,400ExpensesAndContributionsAmt
Qualifying Distributions$72,400QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,003DistributableAsAdjustedAmt
Undistributed Income PY$10,688UndistributedIncomePYAmt
Qualifying Distributions$72,400QualifyingDistributionsAmt
Applied To Year1$10,688AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$61,712AppliedToCurrentYearAmt
Undistributed Income CY$30,291UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAPTIVE SPORTS FOUNDATION
PO BOX 266 100 SILVERMAN WAYWINDHAMNY12496NONEPCGENERAL$14,750
CHURCH OF THE NATIVITY
20 EAST RIDGELY ROADTIMONIUMMD21093NONEPCGENERAL$3,500
PATHFINDER VILLAGE FOUNDATION
3 CHENANGO ROADEDMESTONNY13335NONEPCGENERAL$7,500
BOYS & GIRLS CLUBS OF NASSAU COUNTY FNDN
PO BOX 16003FERNANDINA BEACHFL32035NonePCGENERAL$3,000
CALIFORNIA BALLET ASSOCIATION INC
4819 RONSON CTSAN DIEGOCA92111NonePCGENERAL$1,000
MAYO CLINIC
200 1ST STREET SWROCHESTERMN55905NonePCGENERAL$2,000
PLAY FOR PINK INC
175 EAST 74TH ST 17BNEW YORKNY10021NonePCGENERAL$1,000
ROUNDABOUT THEATRE CO INC
231 W 39TH ST STE 1200NEW YORKNY10018NonePCGENERAL$16,000
SALVATION ARMY
328 N OCEAN STJACKSONVILLEFL32202NonePCGENERAL$2,000
ST MICHAEL CATHOLIC CHURCH
505 BROOME STFERNANDINAFL32034NonePCGENERAL$2,500
THE VALLEY HOSPITAL FOUNDATION INC
223 N VAN DIEN AVERIDGEWOODNJ07450NonePCGENERAL$10,500
WINDHAM FOUNDATION OF NEW YORK INC
48 WALL STREET 30TH FLNEW YORKNY10005NonePCGENERAL$5,000
FRIENDS OF THE RIDGEWOOD LIBRARY
125 N MAPLE AVERIDGEWOODNJ07450NONEPCGENERAL$1,000
WHITE OAK CONSERVATION FOUNDATION
227 W MONROE ST STE 4800CHICAGOIL60606NONEPCGENERAL$500
ST THOMAS AQUINAS HIGH SCHOOL
1 TINGLEY LNEDISONNJ08820NONEPCGENERAL$1,000
RIDGEWOOD CC
96 W Midland AveRIDGEWOODNJ07652NONEPCGENERAL$400
US CONSTITUTION SCHOLARSHIP FNDN
1417 SADLER RD 216FERNANDINA BEACHFL32034NONEPCGENERAL$250
WINDHAM COMMUNITY FOOD PANTRY
PO BOX 788WINDHAMNY12496NONEPCGENERAL$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$969ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,793ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$443,047ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$479,809ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$479,809TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$444,049EOYBookValueAmt
EOYFMV$1,710,722EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryREGISTERED AGENT FEESCategoryTxt
Amt$537Amt
Net Investment Income$537NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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