FREDRIC E STECK FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FREDRIC E STECK FAMILY FOUNDATION (EIN 13-4073097)
Tax period
2020-06-01 to 2021-05-31
Filed
2022-02-02
IRS object ID
202220339349100602
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2022-02-02T08:09:26-06:00ReturnTs
Tax Period End2021-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MANHATTAN WESTAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100018604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134073097EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FREDRIC E STECK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ERNST & YOUNG US LLPInCareOfNm
Business Name ControlFREDBusinessNameControlTxt
Phone2127733000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line138 Santa Rosa AveAddressLine1Txt
CitySausalitoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94965ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFREDRIC E STECKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2127733000PhoneNum
Signature2021-09-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFREDRIC EPersonFirstNm
Person LastSTECKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn D CookPreparerPersonNm
PTINP01450182PTIN
Phone2127733000PhoneNum
Preparation2021-09-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,006,712FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$44,969InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$44,969InterestOnSavNetInvstIncmAmt
Other Income Rev And Expnss$57OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$57OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$45,026TotalRevAndExpnssAmt
Total Net Invst Incm$45,026TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$660LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$660LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,125AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,125AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$6,910TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,125TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,785TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$111,910TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,125TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$108,785TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$66,884ExcessRevenueOverExpensesAmt
Net Investment Income$41,901NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,051,461CashBOYAmt
Cash EOY$592,600CashEOYAmt
Cash EOYFMV$592,600CashEOYFMVAmt
Sav And Temp Cash Invst BOY$22,135SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$414,112SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$414,112SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,073,596TotalAssetsBOYAmt
Total Assets EOY$1,006,712TotalAssetsEOYAmt
Total Assets EOYFMV$1,006,712TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,073,596CapitalStockBOYAmt
Capital Stock EOY$1,006,712CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,073,596TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,006,712TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,073,596TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,006,712TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,073,596TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$66,884ExcessRevenueOverExpensesAmt
Subtotal$1,006,712SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,006,712TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$582InvestmentIncomeExciseTaxAmt
Subtotal$582SubtotalAmt
Tax Based On Investment Income$582TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,896EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,896TotalPaymentsAndCreditsAmt
Overpayment$3,314OverpaymentAmt
Applied To ES Tax$3,314AppliedToESTaxAmt

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 StateNYOrgReportOrRegisterStateCd
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 Line1ERNST & YOUNG US LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127733000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MANHATTAN WESTAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100018604ZIPCd
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)
PersonFREDRIC E STECKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line138 SANTA ROSA AVEAddressLine1Txt
CitySAUSALITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94965ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEE/PART-TIMETitleTxt
Average Hrs Per Wk Devoted To Pos0.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNALDescription1Txt
Expenses1$0Expenses1Amt
Description2REVENUE CODE SECTION 501 (C)(3).Description2Txt
Description3N/ADescription3Txt
Description4N/ADescription4Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Description2N/ADescription2Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,040,832AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,040,832TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,040,832AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,612CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,025,220NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,261MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,261MinimumInvestmentReturnAmt
Tax Based On Investment Income$582TaxBasedOnInvestmentIncomeAmt
Total Tax$582TotalTaxAmt
Distributable Before Adj$50,679DistributableBeforeAdjAmt
Distributable Before Ded$50,679DistributableBeforeDedAmt
Distributable As Adjusted$50,679DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$108,785ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$108,785QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$108,785AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,679DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$115,789ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$174,026ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$88,139ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$90,181ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$468,135TotalExcessDistributionCyovAmt
Qualifying Distributions$108,785QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$50,679AppliedToCurrentYearAmt
Remaining Distri From Corpus$58,106RemainingDistriFromCorpusAmt
Total Corpus$526,241TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$115,789ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$410,452ExcessDistriCyovToNextYrAmt
Excess From Year4$174,026ExcessFromYear4Amt
Excess From Year3$88,139ExcessFromYear3Amt
Excess From Year2$90,181ExcessFromYear2Amt
Excess From Current Year$58,106ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFREDRIC E STECK 38 SANTA ROSA AVEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ROSS SCHOOL
701 Tappan AveAnn ArborMI48109N/APCGENERAL SUPPORT$10,000
UCSB FOUNDATION
Santa BarbaraSanta BarbaraCA93106N/APCGENERAL PURPOSE$60,000
CHRIST EPISCOPAL CHURCH
1412 Providence RdCharlotteNC28207N/APCGENERAL SUPPORT$10,000
SHARE OUR STRENGTH
1030 15th Street NW Suite 1100 WWashingtonDC20005N/APCGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,969ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Unrelated Business Taxbl Incm$57UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$57UnrelatedBusinessTaxblIncmAmt
Exclusion$44,969ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,026TotalIncomeProducingActyAmt

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)
CategoryERNST & YOUNG, LLPCategoryTxt
Amt$6,250Amt
Net Investment Income$3,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,125DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc

Depreciation Schedule DepreciationSchedule

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS FILING FEE$500$500
PUBLICATION FEE$160$160

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$57RevenueAndExpensesPerBooksAmt
Net Investment Income$57NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2018 EXTENSION PAYMENTCategoryTxt

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