STRAUBEL FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STRAUBEL FAMILY FOUNDATION (EIN 47-4415048)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-14
- IRS object ID
- 202122879349101412
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-14T10:13:01-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUEHNIS & ASSOCIATES CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 VETERANS BLVD SUITE 214 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474415048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRAUBEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KUEHNIS & ASSOCIATES CPAS LL | InCareOfNm |
| Business Name Control | STRA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6978 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY STRAUBEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503623601 | PhoneNum |
| Signature | 2021-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | STRAUBEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN KUEHNIS | PreparerPersonNm |
| PTIN | P01256096 | PTIN |
| Phone | 6503623601 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,683,894 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,229,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $206,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$710,939 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,637,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,491,062 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,724,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,697,876 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,268 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,268 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,992 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $76,992 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $137,204 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $997 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,612 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,612 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,918 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $73,918 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $309,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $167,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $458,187 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $458,187 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $767,931 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $625,352 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,956,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,691,504 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,900 | CashBOYAmt |
| Cash EOY | $153,955 | CashEOYAmt |
| Cash EOYFMV | $153,955 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $733,059 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,847 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,171,323 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,402,424 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,084,092 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $125,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $420,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $420,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,045,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,002,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,683,894 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,045,282 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,002,226 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,045,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,002,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,045,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,002,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,045,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,956,944 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,002,226 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,002,226 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| TESLA | 2016-02-10 | 2020-02-26 | $7,856,926 | $27,000 | $7,829,926 | $7,829,926 | |
| VANGUARD - COVERED S/T | 2020-12-31 | $4,703,294 | $4,535,935 | $169,138 | $167,359 | ||
| VANGUARD - COVERED L/T | 2020-12-31 | $2,424,157 | $2,084,438 | $339,793 | $339,719 | ||
| ISHARES SILVER TR ETF | 2020-02-14 | $2,575,473 | $2,500,470 | $75,003 | $75,003 | ||
| SPDR GOLD TRUST GOLD ETF | 2020-02-13 | $3,061,285 | $3,000,775 | $60,510 | $60,510 | ||
| CAPITAL GAIN DIVIDENDS | $16,692 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,692 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,692 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,692 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,692 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,491,062 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $120,812 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $120,812 | SubtotalAmt |
| Tax Based On Investment Income | $120,812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $135,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $135,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,188 | OverpaymentAmt |
| Applied To ES Tax | $14,188 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUEHNIS & ASSOCIATES CPAS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503623601 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 VETERANS BLVD SUITE 214 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY B STRAUBEL | ||||||||
| PO BOX 6978 | REDWOOD CITY | CA | 94063 | PRESIDENT | 0 | $0 | $0 | $0 |
| BORYANA S STRAUBEL | ||||||||
| PO BOX 6978 | REDWOOD CITY | CA | 94063 | SECRETARY | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARM INDUSTRIALS | Description1Txt |
| Expenses1 | $200,000 | Expenses1Amt |
| Description2 | UNSPUN INC | Description2Txt |
| Expenses2 | $50,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $45,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $295,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,370,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,070,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $272,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,713,581 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,713,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $400,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,312,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,315,644 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,315,644 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $120,812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $120,812 | TotalTaxAmt |
| Distributable Before Adj | $1,194,832 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,194,832 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,194,832 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $625,352 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $295,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $920,352 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $920,352 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,194,832 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $845,624 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $920,352 | QualifyingDistributionsAmt |
| Applied To Year1 | $845,624 | AppliedToYear1Amt |
| Applied To Current Year | $74,728 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,120,104 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DRI FOUNDATION | ||||||||
| 755 E FLAMINGO ROAD | LAS VEGAS | NV | 89119 | NONE | CASH GIFT | $20,000 | ||
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | NONE | CASH GIFT | $23,082 | ||
| CLIMATE DEFENSE PROJECT | ||||||||
| 2150 ALLSTON WAY SUITE 320 | BERKELEY | CA | 94704 | NONE | CASH GIFT | $10,000 | ||
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94306 | NONE | CASH GIFT | $30,000 | ||
| SACRED HEART SCHOOLS | ||||||||
| 150 VALPARAISO AVE | ATHERTON | CA | 94027 | NONE | CASH GIFT | $20,000 | ||
| PEACE OF MIND DOG RESCUE | ||||||||
| PO BOX 51554 | PACIFIC GROVE | CA | 93950 | NONE | CASH GIFT | $15,000 | ||
| MIDWEST RENEWABLE ENERGY ASSOCIATION | ||||||||
| 7558 DEER ROAD | CUSTER | WI | 54423 | NONE | CASH GIFT | $23,750 | ||
| COVID RELIEF GRANT | ||||||||
| PO BOX 6978 | REDWOOD CITY | CA | 94063 | NONE | COVID RELIEF | $89,000 | I | |
| HEALTH IN HARMONY | ||||||||
| PO BOX 96176 | PORTLAND | OR | 97296 | NONE | CASH GIFT | $50,000 | ||
| FOOD FOR THOUGHT | ||||||||
| 3246 N CARSON ST 118 | CARSON CITY | NV | 89706 | NONE | CASH GIFT | $15,000 | ||
| BOYS & GIRLS CLUBS OF WESTERN NEVADA | ||||||||
| 1870 RUSSELL WAY | CARSON CITY | NV | 89706 | NONE | CASH GIFT | $15,000 | ||
| UNIVERSITY OF NEVADA RENO FOUNDATION | ||||||||
| 1664 N VIRGINIA STREET | RENO | NV | 89557 | NONE | CASH GIFT | $30,000 | ||
| WESTERN NEVADA COLLEGE FOUNDATION | ||||||||
| 2201 WEST COLLEGE PARKWAY | CARSON CITY | NV | 89703 | NONE | CASH GIFT | $20,000 | BRISTLECONE BUILDING ROOM 147 | |
| SAGE RIDGE SCHOOL | ||||||||
| 2515 CROSSBOW COURT | RENO | NV | 89511 | NONE | CASH GIFT | $30,000 | ||
| BROOKFIELD SCHOOL PTA | ||||||||
| 6800 S MCCARRAN BLVD | RENO | NV | 89509 | NONE | CASH GIFT | $40,000 | ||
| WISCONSIN HISTORICAL FOUNDATION | ||||||||
| 816 STATE STREET | MADISON | WI | 53726 | NONE | CASH GIFT | $1,000 | PO BOX 260050 | |
| NSW WILDLIFE | ||||||||
| 1110 VERMONT AVE NW STE 550 | WASHINGTON | DC | 20005 | NONE | CASH GIFT | $1,355 | ||
| THE CHILDREN'S CABINET | ||||||||
| 1090 S ROCK BLVD | RENO | NV | 89502 | NONE | CASH GIFT | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $458,187 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,814 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $8,491,062 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,697,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,697,876 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JEFFREY B STRAUBEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5555 EASTLAKE BLVD | AddressLine1Txt |
| City | WASHOE VALLEY | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,229,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,750 | Amt |
| Net Investment Income | $5,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,375 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BIOCELLECTION | $25,000 |
| NOVALOGY INC | $20,000 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD #7495 | $21,827,424 | $23,509,092 |
| SPACE EXPLORATION TECHNOLOGIES | $3,500,000 | $3,500,000 |
| ROOTS STUDIO | $75,000 | $75,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,268 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,268 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NOTE - GENUSEE | $75,000 | $75,000 | $75,000 |
| NOTE - LIMELOOP INC | $50,000 | $50,000 | $50,000 |
| PRI - BIOCELLECTION | $0 | $25,000 | $25,000 |
| PRI - NOVALOGY | $0 | $20,000 | $20,000 |
| PRI - UNSPUN INC | $0 | $50,000 | $50,000 |
| PRI - CHARM INDUSTRIALS | $0 | $200,000 | $200,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEES & LICENSES | $1,024 | $1,024 |
| MARKETING | $6,029 | $6,029 |
| AWARDS | $59,000 | $59,000 |
| BANK FEES | $820 | $820 |
| OFFICE EXPENSES | $7,045 | $7,045 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $76,992 | Amt |
| Disbursements Charitable Prps | $76,992 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME TAX | $136,207 | |
| FOREIGN TAX | $997 | $997 |
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