ST AUBYN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ST AUBYN FAMILY FOUNDATION (EIN 84-4084369)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202223199349103507
Schema version
2021v4.2
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)
Return2022-11-15T10:30:39-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STOCKMAN KAST RYAN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1102 N CASCADE AVENUE SUITE 400AddressLine1Txt
CityCOLORADO SPRINGSCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80903ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844084369EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1St Aubyn Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE ORGANIZATIONInCareOfNm
Business Name ControlSTAUBusinessNameControlTxt
Phone7193221960PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115233 Quartz Creek DrAddressLine1Txt
CityColorado SpringsCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80908ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMEGGHAN ST AUBYNPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone7193221960PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMEGGHANPersonFirstNm
Person LastST AUBYNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRINITY BRADLEY-ANDERSONPreparerPersonNm
PTINP00024140PTIN
Phone7196301186PhoneNum
Preparation2022-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,996,867FMVAssetsEOYAmt
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$3,517InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,517InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,402DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,402DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$36,185NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$36,185GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$36,185CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$71,104TotalRevAndExpnssAmt
Total Net Invst Incm$71,104TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$1,250LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$125LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$7,762OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$776OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$414TaxesRevAndExpnssAmt
Taxes Net Invst Incm$414TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,426TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,315TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$118,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$118,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,026TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,315TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$118,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$56,922ExcessRevenueOverExpensesAmt
Net Investment Income$69,789NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$531,285CashBOYAmt
Cash EOY$220,752CashEOYAmt
Cash EOYFMV$220,752CashEOYFMVAmt
Sav And Temp Cash Invst BOY$500,913SavAndTempCashInvstBOYAmt
Corporate Stock BOY$586,095CorporateStockBOYAmt
Corporate Stock EOY$1,422,157CorporateStockEOYAmt
Corporate Stock EOYFMV$1,553,700CorporateStockEOYFMVAmt
Corporate Bonds BOY$303,954CorporateBondsBOYAmt
Corporate Bonds EOY$222,415CorporateBondsEOYAmt
Corporate Bonds EOYFMV$222,415CorporateBondsEOYFMVAmt
Total Assets BOY$1,922,247TotalAssetsBOYAmt
Total Assets EOY$1,865,324TotalAssetsEOYAmt
Total Assets EOYFMV$1,996,867TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,922,246RetainedEarningBOYAmt
Retained Earning EOY$1,865,324RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,922,246TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,865,324TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,922,246TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,865,324TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,922,246TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$56,922ExcessRevenueOverExpensesAmt
Subtotal$1,865,324SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,865,324TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAIN DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gain Or Loss$29,141GainOrLossAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$36,185CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$970InvestmentIncomeExciseTaxAmt
Subtotal$970SubtotalAmt
Tax Based On Investment Income$970TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Tax Due$976TaxDueAmt

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 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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7193221960PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115233 QUARTZ CREEK DRAddressLine1Txt
Citycolorado springsCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80908ZIPCd
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
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
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jared St Aubyn
15233 Quartz Creek Drcolorado springsCO80908President/Director1.0$0$0$0
Megghan St Aubyn
15233 Quartz Creek Drcolorado springsCO80908Secretary/Director1.0$0$0$0
Jon McGraw
3013 Main StreetKansas CityMO64108Treasurer/Director1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,613,330AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$334,904AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,948,234TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,948,234AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,224CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,919,010NetVlNoncharitableAssetsAmt
Minimum Investment Return$95,951MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$95,951MinimumInvestmentReturnAmt
Tax Based On Investment Income$970TaxBasedOnInvestmentIncomeAmt
Total Tax$970TotalTaxAmt
Distributable Before Adj$94,981DistributableBeforeAdjAmt
Distributable Before Ded$94,981DistributableBeforeDedAmt
Distributable As Adjusted$94,981DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$118,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$94,981DistributableAsAdjustedAmt
Undistributed Income PY$7,743UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$118,600QualifyingDistributionsAmt
Applied To Year1$7,743AppliedToYear1Amt
Applied To Current Year$94,981AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,876RemainingDistriFromCorpusAmt
Total Corpus$15,876TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$15,876ExcessDistriCyovToNextYrAmt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$15,876ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJARED ST AUBYNContributingManagerNm
Contributing ManagerMEGGHAN ST AUBYNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Palmer Ridge High School
19255 Frontage RdMonumentCO80132NONEPCGENERAL FUND$3,000
Bears Football Club of Monument CO
17706 White Marble DrMonumentCO80132NONEPCGENERAL FUND$600
Red Rock Church
6805 Corporate Drive Suite 140Colorado SpringsCO80919NONEPCGENERAL FUND$12,000
One Love Foundation
PO Box 64006Colorado SpringsCO80962NONESO IGENERAL FUND$22,500
Lewis Palmer Hockey
1300 HIGBY ROADMONUMENTCO801327422NONEPCGENERAL FUND$500
LoBo Club
1414 University BlvdAlbuquerqueNM87106NONEPCGENERAL FUND$10,000
University of New Mexico Foundation
Two Woodward 700 Lomas Blvd NEAlbuquerqueNM87102NONEPCGENERAL FUND$70,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$118,600TotalGrantOrContriPdDurYrAmt

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$3,517ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,402ExclusionAmt
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 IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$36,185ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$71,104ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,104TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWAB INVESTMENTSBondNm
EOY Book Value$222,415EOYBookValueAmt
EOYFMV$222,415EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB INVESTMENTSStockNm
EOY Book Value$1,422,157EOYBookValueAmt
EOYFMV$1,553,700EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryVANOSDOL LEGAL BILLSCategoryTxt
Legal Fees$1,250LegalFeesAmt
Net Investment Income$125NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBUTTONWOOD FINANCIAL GROUP-ADVCategoryTxt
Amt$7,762Amt
Net Investment Income$776NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJared Megghan St AubynPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115233 quartz creek drAddressLine1Txt
Citycolorado springsCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80908ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$414Amt
Net Investment Income$414NetInvestmentIncomeAmt

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