THE STRAUSS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE STRAUSS FAMILY FOUNDATION (EIN 20-8004558)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202123199349103847
Schema version
2020v4.0
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)
Return2021-11-15T12:08:49-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271423088PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JACKSON DOERKSEN & MCPETERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1425 S CHERRY ST STE 500AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCOStateAbbreviationCd
ZIP80246ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208004558EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STRAUSS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTRABusinessNameControlTxt
Phone3037617605PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 WINDOVER ROADAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP80121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFRY S STRAUSSPersonNm
Person TitlePRES./SECY.PersonTitleTxt
Phone3037617605PhoneNum
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFRYPersonFirstNm
Person LastSTRAUSSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH L JACKSONPreparerPersonNm
PTINP00033854PTIN
Phone3033228771PhoneNum
Preparation2021-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$591,479FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,526DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,526DividendsNetInvstIncmAmt
Total Rev And Expnss$1,536TotalRevAndExpnssAmt
Total Net Invst Incm$1,526TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$425AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$618TaxesRevAndExpnssAmt
Taxes Net Invst Incm$261TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$261TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,443TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$686TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$661TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$66,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$66,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,443TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$686TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,661TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$65,907ExcessRevenueOverExpensesAmt
Net Investment Income$840NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$656,848SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$591,037SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$591,037SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$538PrepaidExpensesBOYAmt
Prepaid Expenses EOY$442PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$442PrepaidExpensesEOYFMVAmt
Total Assets BOY$657,386TotalAssetsBOYAmt
Total Assets EOY$591,479TotalAssetsEOYAmt
Total Assets EOYFMV$591,479TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$657,386RetainedEarningBOYAmt
Retained Earning EOY$591,479RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$657,386TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$591,479TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$657,386TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$591,479TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$657,386TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$65,907ExcessRevenueOverExpensesAmt
Subtotal$591,479SubtotalAmt
Tot Net Ast Or Fund Balances EOY$591,479TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12InvestmentIncomeExciseTaxAmt
Subtotal$12SubtotalAmt
Tax Based On Investment Income$12TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$442EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$442TotalPaymentsAndCreditsAmt
Overpayment$430OverpaymentAmt
Applied To ES Tax$430AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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 StateDEOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN STRAUSSIndividualWithBooksNm
Phone3037617605PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 WINDOVER ROADAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP80121ZIPCd
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)
PersonJEFFRY S STRAUSSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 WINDOVER ROADAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP80121ZIPCd
FieldValueIRS element (for citing)
TitlePRES./SECY.TitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$623,943AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$490FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$624,433TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$624,433AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,366CashDeemedCharitableAmt
Net Vl Noncharitable Assets$615,067NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,753MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,753MinimumInvestmentReturnAmt
Tax Based On Investment Income$12TaxBasedOnInvestmentIncomeAmt
Total Tax$12TotalTaxAmt
Distributable Before Adj$30,741DistributableBeforeAdjAmt
Distributable Before Ded$30,741DistributableBeforeDedAmt
Distributable As Adjusted$30,741DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,661ExpensesAndContributionsAmt
Qualifying Distributions$66,661QualifyingDistributionsAmt
Adjusted Qualifying Distri$66,661AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,741DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$14,914ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$14,914TotalExcessDistributionCyovAmt
Qualifying Distributions$66,661QualifyingDistributionsAmt
Applied To Current Year$30,741AppliedToCurrentYearAmt
Remaining Distri From Corpus$35,920RemainingDistriFromCorpusAmt
Total Corpus$50,834TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$50,834ExcessDistriCyovToNextYrAmt
Excess From Year1$14,914ExcessFromYear1Amt
Excess From Current Year$35,920ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
EISENHOWER HEALTH FOUNDATION
39000 BOB HOPE DRRANCHO MIRAGECA92270CHARITYCHARITABLE PURPOSE$50,000
TRANS-MISSISSIPPI TURF SCHOLARSHIP
13760 NOEL ROADDALLASTX75240CHARITYCHARITABLE PURPOSE$10,000SUITE 327
DESERT COMMUNITY FOUNDATION
75-105 MERLE DRIVEPALM DESERTCA92211CHARITYCHARITABLE PURPOSE$1,000SUITE 300
BONNIEBROOK HISTORICAL SOCIETY
485 ROSE ONEILL ROADWALNUT SHADEMO65771CHARITYCHARITABLE PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$66,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,526ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,526ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,526TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$825Amt
Net Investment Income$425NetInvestmentIncomeAmt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES$522$261$261
EXCISE TAX$96

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