THE STRAUSS FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE STRAUSS FAMILY FOUNDATION (EIN 20-8004558)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-25
IRS object ID
201921159349100132
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-25T18:03:28-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-04-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH L JACKSONPreparerPersonNm
PTINP00033854PTIN
Phone3033228771PhoneNum
Preparation2019-04-23PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.78.195.253IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-25IPDt
IP Tm18:03:28IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id259F7DE6BB92718DF94B4A82CC2D7701AF3CE6F2AtSubmissionCreationDeviceId
At Submission Filing Device Id259F7DE6BB92718DF94B4A82CC2D7701AF3CE6F2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$759,006FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,216DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,216DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$11,075NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,527,034GrossSalesPriceAmt
Total Rev And Expnss-$9,851TotalRevAndExpnssAmt
Total Net Invst Incm$1,216TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$775AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$388AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$387AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$456TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$456TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,231TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$388TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$843TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,981TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$388TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$61,593TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$71,832ExcessRevenueOverExpensesAmt
Net Investment Income$828NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$209CashBOYAmt
Sav And Temp Cash Invst BOY$830,083SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$758,460SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$758,460SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$546PrepaidExpensesBOYAmt
Prepaid Expenses EOY$546PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$546PrepaidExpensesEOYFMVAmt
Total Assets BOY$830,838TotalAssetsBOYAmt
Total Assets EOY$759,006TotalAssetsEOYAmt
Total Assets EOYFMV$759,006TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$830,838RetainedEarningBOYAmt
Retained Earning EOY$759,006RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$830,838TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$759,006TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$830,838TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$759,006TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$830,838TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$71,832ExcessRevenueOverExpensesAmt
Subtotal$759,006SubtotalAmt
Tot Net Ast Or Fund Balances EOY$759,006TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ENTERPRISE PRODUCT PARTNERS LPP2018-02-022018-02-05$532,854$543,805-$10,951-$10,951
TORTOISE MLPP2018-08-012018-09-25$473,962$472,794$1,168$1,168
TORTOISE MLPP2018-08-022018-09-25$157,794$160,505-$2,711-$2,711
TORTOISE MLPP2018-10-312018-11-02$362,424$361,005$1,419$1,419
FieldValueIRS element (for citing)
Capital Gain Net Income-$11,075CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,441AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$843,604NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059792DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$911,811NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055604DistributionYr2Rt
Adjusted Qlfy Distri Yr3$55,271AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,008,844NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054786DistributionYr3Rt
Adjusted Qlfy Distri Yr4$50,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,100,395NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045438DistributionYr4Rt
Adjusted Qlfy Distri Yr5$37,475AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,150,178NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.032582DistributionYr5Rt
Total Distribution0.248202TotalDistributionRt
Average Distribution0.049640AverageDistributionRt
Net Vl Noncharitable Assets$782,998NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$38,868AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38,876AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$61,593QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$8InvestmentIncomeExciseTaxAmt
Subtotal$8SubtotalAmt
Tax Based On Investment Income$8TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$546EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$546TotalPaymentsAndCreditsAmt
Overpayment$538OverpaymentAmt
Applied To ES Tax$538AppliedToESTaxAmt

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 Pos1.00AverageHrsPerWkDevotedToPosRt
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$794,376AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$546FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$794,922TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$794,922AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,924CashDeemedCharitableAmt
Net Vl Noncharitable Assets$782,998NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,150MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,150MinimumInvestmentReturnAmt
Tax Based On Investment Income$8TaxBasedOnInvestmentIncomeAmt
Total Tax$8TotalTaxAmt
Distributable Before Adj$39,142DistributableBeforeAdjAmt
Distributable Before Ded$39,142DistributableBeforeDedAmt
Distributable As Adjusted$39,142DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$61,593ExpensesAndContributionsAmt
Qualifying Distributions$61,593QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$8PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$61,585AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,142DistributableAsAdjustedAmt
Undistributed Income PY$36,405UndistributedIncomePYAmt
Qualifying Distributions$61,593QualifyingDistributionsAmt
Applied To Year1$36,405AppliedToYear1Amt
Applied To Current Year$25,188AppliedToCurrentYearAmt
Undistributed Income CY$13,954UndistributedIncomeCYAmt

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
JEWISH ENDOWMENT FOUNDATION
1GALLERIA BLVD SUITE 10METAIRIELA70001CHARITYCHARITABLE PURPOSE$5,000
COLORADO GOLF FOUNDATION
5990 GREENWOOD PLAZA BLVDGREENWOOD VILLAGECO80211CHARITYCHARITABLE PURPOSE$5,250SUITE 102
BRONX WORKS
60 EAST TREMONT AVEBRONXNY10453CHARITYCHARITABLE PURPOSE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,216ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$11,075ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$9,859ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$9,859TotalIncomeProducingActyAmt

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$775Amt
Net Investment Income$388NetInvestmentIncomeAmt
Disbursements Charitable Prps$387DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryLICENSESCategoryTxt
Amt$456Amt
Disbursements Charitable Prps$456DisbursementsCharitablePrpsAmt

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