ROBERT W STUBBS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W STUBBS FOUNDATION (EIN 43-1304452)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-17
- IRS object ID
- 202003229349101220
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-17T12:29:54-08:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352536842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMC Tax Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 E Bethany Home Rd | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431304452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE M & ROBERT W STUBBS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 9737759909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 OCEAN CLUB DRIVE 5TH FL | AddressLine1Txt |
| City | AMELIA ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS J ROSS JR | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jason M MunkMAccCPA | PreparerPersonNm |
| PTIN | P00545610 | PTIN |
| Phone | 6022341040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,507,264 | 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 | $294,254 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,094 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,094 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,617 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $419,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,712 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,590 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $487 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $487 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,744 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,744 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $296 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,321 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,321 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $338,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,391 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,824 | CashBOYAmt |
| Cash EOY | -$37,501 | CashEOYAmt |
| Cash EOYFMV | -$37,501 | CashEOYFMVAmt |
| Corporate Stock BOY | $346,621 | CorporateStockBOYAmt |
| Corporate Stock EOY | $457,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,544,765 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $348,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $420,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,507,264 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,795 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,795 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,795 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,795 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $345,650 | RetainedEarningBOYAmt |
| Retained Earning EOY | $417,408 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $345,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $417,408 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $348,445 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $420,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $345,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $338,159 | ExcessRevenueOverExpensesAmt |
| Subtotal | $683,809 | SubtotalAmt |
| Other Decreases | $266,401 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $417,408 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 878 SHS MERCK & CO INC | D | 2000-01-01 | 2019-10-23 | $72,183 | $8,736 | $63,447 | $63,447 |
| 173 SHS FRONTIER COMMUNICATIONS CORP | P | 2007-10-06 | 2019-10-25 | $177 | $11,514 | -$11,337 | -$11,337 |
| 20 SHS WABTEC CORP | P | 2019-02-26 | 2019-10-25 | $1,401 | $1,561 | -$160 | -$160 |
| 372 SHS PROCTOR & GAMBLE CO | D | 2000-01-01 | 2019-11-06 | $44,706 | $3,039 | $41,667 | $41,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,617 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $85,454 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $968,577 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08823 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,186 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $965,972 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.09336 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,249 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $886,115 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03639 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,997 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $804,405 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03108 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,410 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $857,713 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03429 | DistributionYr5Rt |
| Total Distribution | 0.283347 | TotalDistributionRt |
| Average Distribution | 0.056669 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,293,942 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $73,326 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,214 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,540 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,214 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,214 | SubtotalAmt |
| Tax Based On Investment Income | $1,214 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $1,226 | TaxDueAmt |
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 | MO | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE M STUBBS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9737759909 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 OCEAN CLUB DRIVE | AddressLine1Txt |
| City | AMELIA ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT W STUBBS | ||||||
| 735 OCEAN CLUB DR 5TH FL | AMELIA ISLAND | FL | 32034 | Chairman | 0.50 | $1,000 |
| JASON M MUNK | ||||||
| 1301 E BETHANY HOME RD | PHOENIX | AZ | 85014 | Secretary | 0.00 | $0 |
| ROSE MARIE STUBBS | ||||||
| 735 OCEAN CLUB DR 5TH FL | AMELIA ISLAND | FL | 32034 | President | 0.00 | $0 |
| CHARITY M STUBBS-GUZOFSKI | ||||||
| 32 GRAMERCY PARK SOUTH APT 5J | NEW YORK | NY | 10003 | Treasurer | 0.00 | $0 |
| THOMAS J ROSS JR | ||||||
| 11 MAGNOLIA PLACE | CHATHAM TOWNSHIP | NJ | 07928 | Vice President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,334,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$20,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,313,647 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,313,647 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,293,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,214 | TotalTaxAmt |
| Distributable Before Adj | $63,483 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,483 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,483 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,214 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $74,386 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,483 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $4,998 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,617 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,600 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,483 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,117 | RemainingDistriFromCorpusAmt |
| Total Corpus | $54,732 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $54,732 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,998 | ExcessFromYear2Amt |
| Excess From Year1 | $37,617 | ExcessFromYear1Amt |
| Excess From Current Year | $12,117 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT W STUBBS | ContributingManagerNm |
| Contributing Manager | ROSE MARIE STUBBS | ContributingManagerNm |
| 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 | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAPTIVE SPORTS FOUNDATION | |||||||
| PO BOX 266 100 SILVERMAN WAY | WINDHAM | NY | 12496 | NONE | PC | GENERAL | $15,500 |
| CHURCH OF THE NATIVITY | |||||||
| 20 EAST RIDGELY ROAD | TIMONIUM | MD | 21093 | NONE | PC | GENERAL | $3,500 |
| HUNTINGTONS DISEASE - HDSA NJ CHAPTER | |||||||
| 505 EIGHTH AVENUE SUITE 102 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | GENERAL | $200 |
| PATHFINDER VILLAGE FOUNDATION | |||||||
| 3 CHENANGO ROAD | EDMESTON | NY | 13335 | NONE | PC | GENERAL | $9,500 |
| ST THERESAS CHURCH | |||||||
| 120 MONROE AVENUE | CRESSKILL | NJ | 07626 | NONE | PC | GENERAL | $1,500 |
| BOYS & GIRLS CLUBS OF NASSAU COUNTY FNDN | |||||||
| PO BOX 16003 | FERNANDINA BEACH | FL | 32035 | None | PC | GENERAL | $3,000 |
| ST MARYS HEALTH WAGON | |||||||
| PO BOX 7070 | WISE | VA | 24293 | None | PC | GENERAL | $500 |
| MAYO CLINIC | |||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55905 | None | PC | GENERAL | $2,000 |
| PLAY FOR PINK INC | |||||||
| 175 EAST 74TH ST 17B | NEW YORK | NY | 10021 | None | PC | GENERAL | $1,000 |
| ROUNDABOUT THEATRE CO INC | |||||||
| 231 W 39TH ST STE 1200 | NEW YORK | NY | 10018 | None | PC | GENERAL | $15,000 |
| SALVATION ARMY | |||||||
| 328 N OCEAN ST | JACKSONVILLE | FL | 32202 | None | PC | GENERAL | $2,000 |
| TAKE STOCK IN CHILDREN OF NASSAU COUNTY | |||||||
| 76346 WILLIAM BURGESS RD | YULEE | FL | 32097 | None | PC | GENERAL | $500 |
| THE VALLEY HOSPITAL FOUNDATION INC | |||||||
| 223 N VAN DIEN AVE | RIDGEWOOD | NJ | 07450 | None | PC | GENERAL | $14,000 |
| WINDHAM FOUNDATION OF NEW YORK INC | |||||||
| 48 WALL STREET 30TH FL | NEW YORK | NY | 10005 | None | PC | GENERAL | $5,000 |
| DANA-FARBER CANCER INSTITUTE INC | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | None | PC | GENERAL | $500 |
| AMELIA ISLAND CHAMBER MUSIC FESTIVA | |||||||
| 1405 PARK AVE STE 101 | FERNANDINA BEACH | FL | 32034 | NONE | PC | GENERAL | $200 |
| NASSAU HUMANE SOCIETY INC | |||||||
| 639 AIRPORT RD | FERNANDINA BEACH | FL | 32034 | NONE | PC | GENERAL | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,094 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,617 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $125,712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,712 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROBERT W STUBBS | ||||||
| 1 | 735 OCEAN CLUB DRIVE 5TH FL | AMELIA ISLAND | FL | 32034 | $158,391 | Yes (X) |
| ROBERT W STUBBS | ||||||
| 2 | 735 OCEAN CLUB DRIVE 5TH FL | AMELIA ISLAND | FL | 32034 | $135,863 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,878 SHS MERCK & CO INC STOCK | $158,391 | 2019-10-14 |
| 2 | 1,122 SHS PROCTER & GAMBLE CO STOCK | $135,863 | 2019-10-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WMC TAX SERVICES LLC | CategoryTxt |
| Amt | $3,180 | Amt |
| Net Investment Income | $1,590 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES THRU RBC | StockNm |
| EOY Book Value | $457,704 | EOYBookValueAmt |
| EOYFMV | $1,544,765 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX BASIS DIFF - CONTRIBUTED ASSETS | Desc |
| Amt | $266,401 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTERED AGENT FEES | CategoryTxt |
| Amt | $487 | Amt |
| Net Investment Income | $487 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $296 | Amt |
Comments