FURP.ORG / PUBLIC DATA EXPLORER

WILLIAM R RAUB MEMORIAL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WILLIAM R RAUB MEMORIAL FOUNDATION (EIN 22-6940135)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-25
IRS object ID
201831769349100213
Schema version
2017v2.2
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)
Return2018-06-25T11:43:03-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352111971PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RENAISSANCE ADMINISTRATION LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18910 Purdue Rd Suite 500AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226940135EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The William R Raub Memorial FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone2018252196PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 Saw Mill RoadAddressLine1Txt
CitySaddle RiverCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07458ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMaureen A RaubPersonNm
Person TitleTrusteePersonTitleTxt
Signature2018-06-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDouglas W CoxPreparerPersonNm
PTINP01041670PTIN
Phone3177573481PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$278,950FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,273DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,273DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,273DividendsAdjNetIncmAmt
Total Rev And Expnss$4,774TotalRevAndExpnssAmt
Total Net Invst Incm$4,274TotalNetInvstIncmAmt
Total Adj Net Incm$4,274TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$375AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$375AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,074OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,074OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,449TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,449TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,449TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,449TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,325ExcessRevenueOverExpensesAmt
Net Investment Income$4,274NetInvestmentIncomeAmt
Adjusted Net Income$4,274AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$136CashEOYAmt
Cash EOYFMV$136CashEOYFMVAmt
Sav And Temp Cash Invst BOY$254,121SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,705SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,705SavAndTempCashInvstEOYFMVAmt
Other Investments EOY$250,606OtherInvestmentsEOYAmt
Other Investments EOYFMV$272,109OtherInvestmentsEOYFMVAmt
Total Assets BOY$254,121TotalAssetsBOYAmt
Total Assets EOY$257,447TotalAssetsEOYAmt
Total Assets EOYFMV$278,950TotalAssetsEOYFMVAmt
Other Liabilities EOY$1OtherLiabilitiesEOYAmt
Total Liabilities EOY$1TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$254,121CapitalStockBOYAmt
Capital Stock EOY$257,446CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$254,121TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$257,446TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$254,121TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$257,447TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$254,121TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,325ExcessRevenueOverExpensesAmt
Subtotal$257,446SubtotalAmt
Tot Net Ast Or Fund Balances EOY$257,446TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,532AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$250,592NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.00611DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,310AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$251,860NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.00917DistributionYr2Rt
Adjusted Qlfy Distri Yr3$810AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$255,291NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.00317DistributionYr3Rt
Adjusted Qlfy Distri Yr4$52,310AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$304,054NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.17204DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,729AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$305,694NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.00566DistributionYr5Rt
Total Distribution0.196157TotalDistributionRt
Average Distribution0.039231AverageDistributionRt
Net Vl Noncharitable Assets$266,890NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,470AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$43NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,513AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,449QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$85InvestmentIncomeExciseTaxAmt
Subtotal$85SubtotalAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$30ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$30TotalPaymentsAndCreditsAmt
Tax Due$55TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Renaissance Administration LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008430050PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18910 Purdue Road Suite 500AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46268ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMaureen A RaubPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 Saw Mill RoadAddressLine1Txt
CitySaddle RiverCityNm
State AbbreviationNJStateAbbreviationCd
ZIP074582616ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$109,778AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$161,176AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$270,954TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$270,954AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,064CashDeemedCharitableAmt
Net Vl Noncharitable Assets$266,890NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,345MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,345MinimumInvestmentReturnAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Total Tax$85TotalTaxAmt
Distributable Before Adj$13,260DistributableBeforeAdjAmt
Distributable Before Ded$13,260DistributableBeforeDedAmt
Distributable As Adjusted$13,260DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,449ExpensesAndContributionsAmt
Qualifying Distributions$1,449QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,449AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,260DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$37,107ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$37,107TotalExcessDistributionCyovAmt
Qualifying Distributions$1,449QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,449AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$11,811ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,811ExcessDistributionCyovAppCYAmt
Total Corpus$25,296TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$25,296ExcessDistriCyovToNextYrAmt
Excess From Year4$25,296ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMaureen A RaubContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,273ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,274ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,274TotalIncomeProducingActyAmt

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)
CategoryRen Admin FeeCategoryTxt
Amt$375Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$375DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
iShares Core S&P 500 Indx FdAT COST$75,473$81,730
iShares S&P Small Cap 600 FdAT COST$14,742$16,514
SPDR Gold TrAT COST$10,040$10,263
iShares MSCI Emrg MrktsAT COST$15,154$16,501
iShares Core MSCI EAFEAT COST$25,129$26,766
Rydex Tr Guggenheim S&P 500 Eql WghtAT COST$19,990$21,721
JPMorgan ETF Div Rtn Int EqAT COST$20,156$21,318
Goldman Sachs ETF Tr Activebeta EmgAT COST$10,018$10,922
Goldman Sachs Eqty ETFAT COST$20,061$21,878
iShares Core S&P Midcap 400 FdAT COST$19,756$21,825
iShares Currency Hdg MSCI Japan ETFAT COST$20,087$22,671

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOther Admin ExpensesDesc
Revenue And Expenses Per Books$1,074RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$1,074DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
EOY Book Value$1EOYBookValueAmt