THE STRAUSS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE STRAUSS FAMILY FOUNDATION (EIN 20-8004558)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-06
IRS object ID
202001279349100215
Schema version
2019v5.0
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)
Return2020-05-06T12:00:46-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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 B STRAUSSPersonNm
Person TitlePRES./SECY.PersonTitleTxt
Phone3037617605PhoneNum
Signature2020-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH L JACKSONPreparerPersonNm
PTINP00033854PTIN
Phone3033228771PhoneNum
Preparation2020-05-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.78.195.253IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-06IPDt
IP Tm12:00:46IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id259F7DE6BB92718DF94B4A82CC2D7701AF3CE6F2AtSubmissionCreationDeviceId
At Submission Filing Device Id259F7DE6BB92718DF94B4A82CC2D7701AF3CE6F2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$657,386FMVAssetsEOYAmt
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
Interest On Sav Rev And Expnss$476InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$476InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,244DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,244DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$42,691NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$522,803GrossSalesPriceAmt
Other Income Rev And Expnss-$4,901OtherIncomeRevAndExpnssAmt
Total Rev And Expnss-$36,862TotalRevAndExpnssAmt
Total Net Invst Incm$10,720TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$400AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$458InterestRevAndExpnssAmt
Interest Net Invst Incm$458InterestNetInvstIncmAmt
Taxes Rev And Expnss$490TaxesRevAndExpnssAmt
Taxes Net Invst Incm$241TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$241TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,748TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,099TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$641TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$63,010ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$63,010ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,758TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,099TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$63,651TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$101,620ExcessRevenueOverExpensesAmt
Net Investment Income$9,621NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$758,460SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$656,848SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$656,848SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$546PrepaidExpensesBOYAmt
Prepaid Expenses EOY$538PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$538PrepaidExpensesEOYFMVAmt
Total Assets BOY$759,006TotalAssetsBOYAmt
Total Assets EOY$657,386TotalAssetsEOYAmt
Total Assets EOYFMV$657,386TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$759,006RetainedEarningBOYAmt
Retained Earning EOY$657,386RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$759,006TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$657,386TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$759,006TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$657,386TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$759,006TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$101,620ExcessRevenueOverExpensesAmt
Subtotal$657,386SubtotalAmt
Tot Net Ast Or Fund Balances EOY$657,386TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyENERGY TRANSFER PARTNERS LPPropertyDesc
How AcquiredPHowAcquiredCd
Sold2019-08-07SoldDt
Gross Sales Price$522,803GrossSalesPriceAmt
Cost Or Other Basis$565,494CostOrOtherBasisAmt
Gain Or Loss-$42,691GainOrLossAmt
Gains Minus Excess Or Losses-$42,691GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$42,691CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$61,585AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$782,998NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.078653DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,441AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$843,604NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059792DistributionYr2Rt
Adjusted Qlfy Distri Yr3$50,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$911,811NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055604DistributionYr3Rt
Adjusted Qlfy Distri Yr4$55,271AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,008,844NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054786DistributionYr4Rt
Adjusted Qlfy Distri Yr5$50,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,100,395NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045438DistributionYr5Rt
Total Distribution0.294273TotalDistributionRt
Average Distribution0.058855AverageDistributionRt
Net Vl Noncharitable Assets$697,573NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,056AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$96NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$41,152AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$63,651QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$96InvestmentIncomeExciseTaxAmt
Subtotal$96SubtotalAmt
Tax Based On Investment Income$96TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$538EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$538TotalPaymentsAndCreditsAmt
Overpayment$442OverpaymentAmt
Applied To ES Tax$442AppliedToESTaxAmt

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 B 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$707,654AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$542FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$708,196TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$708,196AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,623CashDeemedCharitableAmt
Net Vl Noncharitable Assets$697,573NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,879MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,879MinimumInvestmentReturnAmt
Tax Based On Investment Income$96TaxBasedOnInvestmentIncomeAmt
Total Tax$96TotalTaxAmt
Distributable Before Adj$34,783DistributableBeforeAdjAmt
Distributable Before Ded$34,783DistributableBeforeDedAmt
Distributable As Adjusted$34,783DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,651ExpensesAndContributionsAmt
Qualifying Distributions$63,651QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$96PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$63,555AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,783DistributableAsAdjustedAmt
Undistributed Income PY$13,954UndistributedIncomePYAmt
Qualifying Distributions$63,651QualifyingDistributionsAmt
Applied To Year1$13,954AppliedToYear1Amt
Applied To Current Year$34,783AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,914RemainingDistriFromCorpusAmt
Total Corpus$14,914TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$14,914ExcessDistriCyovToNextYrAmt
Excess From Current Year$14,914ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 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
MARION DOWNS CENTER
4280 E HALE PKWYDENVERCO80220CHARITYCHARITABLE PURPOSE$1,000
TRANS-MISSISSIPPI TURF SCHOLARSHIP
13760 NOEL ROADDALLASTX75240CHARITYCHARITABLE PURPOSE$5,000SUITE 327
FRIENDS OF ACCESS ISRAEL
PO BOX 286608NEW YORKNY10128CHARITYCHARITABLE PURPOSE$1,000
PASS THRU ENERGY TRANSFER PTRS
8111 WESTCHESTER DRIVEDALLASTX75225CHARITYCHARITABLE PURPOSE$10SUITE 600
MARTHA'S VILLAGE
83791 DATE AVEINDIOCA92201CHARITYCHARITABLE PURPOSE$1,000
AOC COMMUNITY MEDIA INC
101 JEFFERSON STLAFAYETTELA70501CHARITYCHARITABLE PURPOSE$5,000SUITE 600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$63,010TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$476ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,244ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$42,691ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
ENERGY TRANSFER PARTNERS L
ORDINARY LOSS17-$4,870
RENTAL REAL ESTATE INCOME16$2
NON-DEDUCTIBLE EXPENSE17-$33

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$36,872ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$36,872TotalIncomeProducingActyAmt

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$800Amt
Net Investment Income$400NetInvestmentIncomeAmt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
ORDINARY LOSS-$4,870
RENTAL REAL ESTATE INCOME$2
NON-DEDUCTIBLE EXPENSE-$33

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES$482$241$241
EXCISE TAX$8

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.