STRAUBEL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STRAUBEL FAMILY FOUNDATION (EIN 47-4415048)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-14
- IRS object ID
- 201942279349100604
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-14T13:23:21-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 B STRAUBEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503623601 | PhoneNum |
| Signature | 2019-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN KUEHNIS | PreparerPersonNm |
| PTIN | P01256096 | PTIN |
| Phone | 6503623601 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.47.64.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94554120192265000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-08-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8CCAD38BCA0A11824867E485C6BA63A0640FCF10 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8CCAD38BCA0A11824867E485C6BA63A0640FCF10 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,097,595 | 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 | $6,919,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $52,155 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52,155 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $309,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,301,615 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,234,131 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,281,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,286,286 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,463 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,463 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,852 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,852 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $120,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $10,660 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,660 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,339 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $27,339 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $201,039 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $188,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $188,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $389,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $269,589 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,892,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,286,286 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,372 | CashBOYAmt |
| Cash EOY | $22,933 | CashEOYAmt |
| Cash EOYFMV | $22,933 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,556,042 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,499,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,499,662 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,571,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,575,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,575,000 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,205,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,097,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,097,595 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,205,321 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,097,595 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,205,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,097,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,205,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,097,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,205,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,892,274 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,097,595 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,097,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 15641 SHARES OF TESLA INC | 2010-03-30 | 2018-11-08 | $5,327,577 | $2,346 | $5,325,231 | $5,325,231 |
| 20000 SHARES OF TESLA INC | 2018-11-09 | $6,974,038 | $65,138 | $6,908,900 | $6,908,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,234,131 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,037 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,202,508 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00306 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,424 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $75,783 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031986 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Total Distribution | 0.035046 | TotalDistributionRt |
| Average Distribution | 0.011682 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,562,616 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $123,392 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $122,863 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $246,255 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $269,589 | 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 | $122,863 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $122,863 | SubtotalAmt |
| Tax Based On Investment Income | $122,863 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,123 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $135,123 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $12,260 | OverpaymentAmt |
| Applied To ES Tax | $12,260 | 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 | false | 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 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,798,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,925,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,723,468 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,723,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,562,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $528,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $528,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122,863 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122,863 | TotalTaxAmt |
| Distributable Before Adj | $405,268 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $405,268 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $405,268 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $269,589 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $269,589 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $122,863 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $146,726 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $405,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $236,510 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $269,589 | QualifyingDistributionsAmt |
| Applied To Year1 | $236,510 | AppliedToYear1Amt |
| Applied To Current Year | $33,079 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $372,189 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ECHOING GREEN | ||||||
| 462 7TH AVENUE 13TH FLOOR | NEW YORK | NY | 10018 | NONE | CASH GIFT | $25,000 |
| ROCKY MOUNTAIN INSTITUTE | ||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | NONE | CASH GIFT | $55,000 |
| MONTEREY BAY AQUARIUM | ||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | CASH GIFT | $4,600 |
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94306 | NONE | CASH GIFT | $30,000 |
| SACRED HEART SCHOOLS | ||||||
| 150 VALPARAISO AVE | ATHERTON | CA | 94027 | NONE | CASH GIFT | $55,000 |
| TEAM CONTINUUM | ||||||
| 1787 ROUTE 6 | CARMEL | NY | 10512 | NONE | CASH GIFT | $200 |
| EDGEWOOD HIGH SCHOOL | ||||||
| 2219 MONROE STREET | MADISON | WI | 53711 | NONE | CASH GIFT | $15,000 |
| MIDWEST RENEWABLE ENERGY ASSOCIATION | ||||||
| 7558 DEER ROAD | CUSTER | WI | 54423 | NONE | CASH GIFT | $3,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $188,550 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | $12,234,131 | 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 | $12,286,286 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,286,286 | 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 | PO BOX 6978 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,919,800 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,725 | Amt |
| Disbursements Charitable Prps | $9,725 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML #03865 | $0 | $0 |
| 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 | $1,463 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,463 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEES & LICENSES | $385 | $385 |
| MARKETING | $4,885 | $4,885 |
| AWARDS | $19,500 | $19,500 |
| BANK FEES | $210 | $210 |
| OFFICE EXPENSES | $2,359 | $2,359 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AUDIT FEES | $5,100 | $5,100 |
| CONSULTING | $26,752 | $26,752 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $120,000 | Amt |
Comments