STREICKER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STREICKER FOUNDATION INC (EIN 06-1485504)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202243129349100519
- 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
- Form 990-PF
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T09:05:18-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461081984 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SRE TAX SERVICES INC CO SENTINEL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 AVE OF THE AMERICAS 35TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061485504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STREICKER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRE | BusinessNameControlTxt |
| Phone | 2124085007 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SENTINEL 1251 AVE OF AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN H STREICKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124082900 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | STREICKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LELAND ROTH | PreparerPersonNm |
| PTIN | P01646745 | PTIN |
| Phone | 2124085007 | PhoneNum |
| Preparation | 2022-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,082,660 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $508,694 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $508,694 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,389,373 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,370,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,389,373 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,898,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,898,067 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $133,203 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,060,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,060,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,195,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,060,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,297,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,898,067 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $366,061 | CashBOYAmt |
| Cash EOY | $462,476 | CashEOYAmt |
| Cash EOYFMV | $462,476 | CashEOYFMVAmt |
| Corporate Stock BOY | $12,545,604 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,564,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,951,950 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $307,681 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $424,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $668,234 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,219,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,451,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,082,660 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $603,900 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $133,203 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $603,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,203 | 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 | $12,615,446 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,317,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,615,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,317,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,219,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,451,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,615,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,297,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,318,289 | SubtotalAmt |
| Other Decreases | $301 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,317,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE INC | D | 2016-03-28 | 2021-11-01 | $766,063 | $111,216 | $654,847 | $654,847 |
| AMERICAN EXPRESS | D | 2001-03-28 | 2021-11-01 | $174,095 | $34,758 | $139,337 | $139,337 |
| AMERICAN EXPRESS | D | 2002-05-01 | 2021-11-01 | $17,409 | $3,575 | $13,834 | $13,834 |
| AMERIPRISE FINANCIAL | D | 2001-03-28 | 2021-11-01 | $60,793 | $4,952 | $55,841 | $55,841 |
| AMERIPRISE FINANCIAL | D | 2002-05-01 | 2021-11-01 | $121,586 | $10,186 | $111,400 | $111,400 |
| AMERIPRISE FINANCIAL | D | 2004-04-13 | 2021-11-01 | $121,586 | $13,075 | $108,511 | $108,511 |
| APTARGROUP INC. | D | 2005-06-10 | 2021-11-01 | $98,176 | $26,235 | $71,941 | $71,941 |
| ARCHER DANIELS MIDLA | P | 2005-04-29 | 2021-11-01 | $64,262 | $17,910 | $46,352 | $46,352 |
| ARCHER DANIELS MIDLA | P | 2006-09-18 | 2021-11-01 | $6,426 | $3,845 | $2,581 | $2,581 |
| ARCHER DANIELS MIDLA | P | 2006-09-18 | 2021-11-01 | $51,409 | $30,754 | $20,655 | $20,655 |
| ARCHER DANIELS MIDLA | P | 2006-09-18 | 2021-11-01 | $83,540 | $50,014 | $33,526 | $33,526 |
| ARCHER DANIELS MIDLA | P | 2006-09-18 | 2021-11-01 | $51,409 | $30,770 | $20,639 | $20,639 |
| BOEING CO | D | 2015-12-21 | 2021-11-01 | $18,997 | $12,643 | $6,354 | $6,354 |
| BOEING CO | D | 2015-12-21 | 2021-11-01 | $105,540 | $70,240 | $35,300 | $35,300 |
| BOEING CO | D | 2015-12-21 | 2021-11-01 | $65,435 | $43,549 | $21,886 | $21,886 |
| CATERPILLAR INC | D | 2006-09-18 | 2021-11-01 | $185,247 | $60,538 | $124,709 | $124,709 |
| DOVER CORP | D | 1998-12-08 | 2021-11-01 | $337,042 | $46,568 | $290,474 | $290,474 |
| DOVER CORP | P | 2014-12-05 | 2021-11-01 | $50,556 | $17,795 | $32,761 | $32,761 |
| EXXON MOBIL CORP | D | 2005-06-10 | 2021-11-01 | $131,920 | $114,200 | $17,720 | $17,720 |
| EXXON MOBIL CORP | P | 2014-12-05 | 2021-11-01 | $65,960 | $93,819 | -$27,859 | -$27,859 |
| EXXON MOBIL CORP | P | 2019-05-21 | 2021-11-01 | $527,602 | $611,188 | -$83,586 | -$83,586 |
| GENERAL DYNAMICS CO | D | 2014-12-05 | 2021-11-02 | $101,255 | $36,010 | $65,245 | $65,245 |
| GENERAL DYNAMICS CO | D | 2016-07-29 | 2021-11-02 | $60,753 | $22,697 | $38,056 | $38,056 |
| GOLDMAN SACHS GROUP | D | 2007-08-14 | 2021-11-02 | $124,530 | $50,859 | $73,671 | $73,671 |
| HOME DEPOT INC | D | 2005-11-22 | 2021-11-02 | $292,960 | $33,604 | $259,356 | $259,356 |
| JOHNSON & JOHNSON | P | 2001-03-28 | 2021-11-02 | $130,960 | $33,612 | $97,348 | $97,348 |
| KIMBERLY CLARK CORP | D | 2001-05-11 | 2021-11-02 | $130,710 | $56,144 | $74,566 | $74,566 |
| KIMBERLY CLARK CORP | D | 2002-07-08 | 2021-11-02 | $65,355 | $29,227 | $36,128 | $36,128 |
| ORACLE CORP | D | 2005-07-19 | 2021-11-02 | $215,579 | $31,787 | $183,792 | $183,792 |
| PPG INDUSTRIES INC | D | 2002-07-08 | 2021-11-02 | $112,084 | $21,847 | $90,237 | $90,237 |
| PROCTOR AND GAMBLE | P | 2001-03-28 | 2021-11-02 | $171,264 | $36,807 | $134,457 | $134,457 |
| S&P GLOBAL INC | D | 2005-07-19 | 2021-11-02 | $929,260 | $88,305 | $840,955 | $840,955 |
| TEXAS INSTRUMENTS | D | 2005-07-06 | 2021-11-02 | $838,530 | $132,259 | $706,271 | $706,271 |
| VANGUARD STRATEGIC EQUITY FUND | D | 2021-12-14 | $92,068 | $92,068 | $92,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,389,373 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $68,083 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,083 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68,083 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,938 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $78,938 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,855 | OverpaymentAmt |
| Applied To ES Tax | $10,855 | 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 | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LELAND J ROTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124082982 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 AVENUE OF THE AMERICAS 35TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H STREICKER | ||||||||
| 31 E BATTERY ST | CHARLESTON | SC | 29401 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARGARET STREICKER | ||||||||
| 31 E BATTERY ST | CHARLESTON | SC | 29401 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL STREICKER | ||||||||
| 31 E BATTERY ST | CHARLESTON | SC | 29401 | DIRECTOR | 0.00 | $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 | $33,962,543 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,071,657 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,071,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $511,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,560,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,678,029 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,678,029 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68,083 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68,083 | TotalTaxAmt |
| Distributable Before Adj | $1,609,946 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,609,946 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,609,946 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,060,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,060,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,609,946 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,327,769 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Total For Prior Years | $239,010 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,060,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,327,769 | AppliedToYear1Amt |
| Applied To Prior Years | $239,010 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,609,946 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,883,275 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,883,275 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,883,275 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,883,275 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN H STREICKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CT ZOOLOGICAL SOCIETY | |||||||
| 1875 NOBLE AVE | BRIDGEPORT | CT | 06610 | NONE | NONPROFIT ORGANIZATI | TO HELP THE ZOO PROTECT ITS RARE AND ENDANGERED SPECIES. | $15,000 |
| TEMPLE EMANU-EL | |||||||
| ONE EAST 65TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC FOUNDATION | TO HELP ENABLE THE TEMPLE TO CONTINUE OFFERING SPIRITUAL, INTELLECTUAL, CULTURAL, AND SOCIAL OPPORTUNITIES FOR ENRICHMENT. | $6,000,000 |
| WESTPORT COUNTY PLAYHOUSE | |||||||
| 25 POWERS CT | WESTPORT | CT | 06880 | NONE | NONPROFIT ORGANIZATI | TO HELP ACHIEVE THE MISSION OF THE ORGANIZATION. | $25,000 |
| SUFFOLK UNIVERSITY | |||||||
| 8 ASHBURTON PLACE | BOSTON | MA | 02108 | NONE | PUBLIC FOUNDATION | TO HELP ACHIEVE SUFFOLK UNIVERSITY'S EDUCATIONAL MISSION AND STRATEGIC GOALS. | $10,000 |
| PLANNED PARENTHOOD OF NYC | |||||||
| 256 BLEECKER ST | NEW YORK | NY | 10012 | NONE | NONPROFIT ORGANIZATI | TO HELP NEW YORK REMAIN A SAFE HAVEN FOR ANYONE IN NEED. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,060,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $508,694 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,389,373 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,389,373 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $508,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,898,067 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | I, JOHN H. STREICKER, PRESIDENT OF "THE STREICKER FOUNDATION INC." ELECT UNDER CODE SECTION 53.4942(A)-3(D)(2) TO MAKE THE REQUIRED DISTRIBUTIONS FOR TAX YEAR 2018/2019 FROM THE FOUNDATION'S UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 14000 SHR U S BANCORP | $369,213 | $786,380 |
| 14200 SHR DOVER CO | $1,079,714 | $2,215,520 |
| 12700 SHR ORACLE CORPORATION | $450,103 | $1,107,567 |
| 18624 SHR UNIBAIL-RODAMCO WES ORDF | $60,569 | $64,583 |
| 1700 SHR GOLDMAN SACHS GROUP INC | $287,375 | $650,335 |
| 15500 SHR TEXAS INSTRUMENTS | $716,214 | $2,921,285 |
| 23200 SHR ARCHER DANIELS MIDLAND | $831,399 | $1,351,800 |
| 2500 SHR MERCK & CO INC | $189,621 | $191,600 |
| 2525 SHR ONEMARKET LTD | $767 | $767 |
| 4000 SHR STRYKER | $318,606 | $1,069,680 |
| 3802 SHR PPG INDUSTRIES INC | $115,404 | $655,617 |
| 4200 SHR APTARGROUP INC | $204,814 | $514,416 |
| 4100 SHR BOEING CO | $575,913 | $825,412 |
| 4100 SHR CATERPILLAR INC | $315,625 | $847,634 |
| 4200 SHR HOME DEPOT INC | $136,905 | $1,743,042 |
| 4200 SHR JOHNSON & JOHNSON | $406,486 | $718,494 |
| 4700 SHR GENERAL DYNAMICS CORP | $681,784 | $979,809 |
| 5000 SHR AMERIPRISE FINANCIAL | $524,436 | $1,508,300 |
| 4000 SHR S&P GLOBAL INC | $149,482 | $1,887,720 |
| 6200 SHR AMERICAN EXPRESS CO | $265,509 | $965,240 |
| 6200 SHR ADOBE SYSTEM | $606,563 | $3,515,772 |
| 8000 SHR DISNEY WALT CO | $849,673 | $1,239,120 |
| 6800 SHR PROCTER & GAMBLE | $631,997 | $1,112,344 |
| 8500 SHR KIMBERLY-CLARK CORP | $786,778 | $1,071,900 |
| 250 SHR ORGANON & CO | $9,366 | $7,613 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD STRATEGIC EQUITY FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $424,399 | BookValueAmt |
| EOYFMV | $668,234 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY | Desc |
| Amt | $301 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $2,021 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $133,203 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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