FURP.ORG / PUBLIC DATA EXPLORER

STUDEBAKER NATIONAL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
STUDEBAKER NATIONAL FOUNDATION (EIN 20-1055015)
Tax period
2017-05-01 to 2018-04-30
Filed
2018-08-07
IRS object ID
201842199349100214
Schema version
2017v2.3
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)
Return2018-08-07T16:29:11-04:00ReturnTs
Tax Period End2018-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260004840PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ADVANTAGE ACCOUNTING & TAX SOLUTIONS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1721 NORTH MAIN STAddressLine1Txt
CityHARRISONBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP228024622ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201055015EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STUDEBAKER NATIONAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTUDBusinessNameControlTxt
Phone5408282907PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19219 CENTERVILLE ROADAddressLine1Txt
CityBRIDGEWATERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22812ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRIS COLLINSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2018-08-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIRK B KNOTT CPAPreparerPersonNm
PTINP00548117PTIN
Phone5404341706PhoneNum
Preparation2018-08-07PreparationDt
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$415,216FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$66,497ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$174InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$174InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$174InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,262DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,262DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,262DividendsAdjNetIncmAmt
Total Rev And Expnss$69,933TotalRevAndExpnssAmt
Total Net Invst Incm$3,436TotalNetInvstIncmAmt
Total Adj Net Incm$3,436TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,594AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$65TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,818OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,477TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,277TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$53,656ExcessRevenueOverExpensesAmt
Net Investment Income$3,436NetInvestmentIncomeAmt
Adjusted Net Income$3,436AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,044CashBOYAmt
Cash EOY$6,747CashEOYAmt
Cash EOYFMV$6,747CashEOYFMVAmt
Sav And Temp Cash Invst BOY$50,010SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$68,174SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$68,174SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$79,397OtherInvestmentsBOYAmt
Other Investments EOY$77,667OtherInvestmentsEOYAmt
Other Investments EOYFMV$77,667OtherInvestmentsEOYFMVAmt
Other Assets BOY$212,628OtherAssetsBOYAmt
Other Assets EOY$262,628OtherAssetsEOYAmt
Other Assets EOYFMV$262,628OtherAssetsEOYFMVAmt
Total Assets BOY$366,079TotalAssetsBOYAmt
Total Assets EOY$415,216TotalAssetsEOYAmt
Total Assets EOYFMV$415,216TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$202,659UnrestrictedBOYAmt
Unrestricted EOY$203,358UnrestrictedEOYAmt
Temporarily Restricted BOY$5,787TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$4,225TemporarilyRestrictedEOYAmt
Permanently Restricted BOY$157,633PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$207,633PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$366,079TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$415,216TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$366,079TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$415,216TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$366,079TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$53,656ExcessRevenueOverExpensesAmt
Subtotal$419,735SubtotalAmt
Other Decreases$4,519OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$415,216TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,558AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$11,184AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$7,300AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$34NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$34InvestmentIncomeExciseTaxAmt
Subtotal$34SubtotalAmt
Tax Based On Investment Income$34TaxBasedOnInvestmentIncomeAmt
Tax Due$34TaxDueAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 AddressWWW.STUDEBAKERNATIONALFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksBRIAN MILLETTEIndividualWithBooksNm
Phone6023005313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line141633 N EMERALD LAKE DRIVEAddressLine1Txt
CityANTHEMCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85086ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDA DERBIDGE
PO BOX 151854ELYNV89315SECRETARY1.00$0$0$0
BILL CERVINI
28618 N 61ST STCAVE CREEKAZ85331DIRECTOR1.00$0$0$0
FRANK WENZEL
1475 LOBO WAYPALM SPRINGSCA92264DIRECTOR1.00$0$0$0
BRIAN MILLETTE
41633 N EMERALD LAKE DRANTHEMAZ85086TREASURER1.00$0$0$0
CHRIS COLLINS
2410 W FREEWAY LNPHOENIXAZ85021PRESIDENT1.00$0$0$0
MARTHA STUDEBAKER
1036 WILLOWMORE SPRINGS RDLEXINGTONNC27292DIRECTOR1.00$0$0$0
CHESTER BRADFIELD
9219 CENTERVILLE RDBRIDGEWATERVA22812DIRECTOR1.00$0$0$0
RICHARD DORMOIS
PO BOX 596MESAAZ85211VICE PRESIDE1.00$0$0$0
DENNY LOCKMON
9502 W BRIARWOOD CIRCLE NSUN CITYAZ85351DIRECTOR1.00$0$0$0
SID ROSEN
2233 N ALVARADO RDPHOENIXAZ85004DIRECTOR1.00$0$0$0
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$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$34TaxBasedOnInvestmentIncomeAmt
Total Tax$34TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,800ExpensesAndContributionsAmt
Qualifying Distributions$9,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$34PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,766AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$7,300ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,200ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,600ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,100TotalExcessDistributionCyovAmt
Qualifying Distributions$9,800QualifyingDistributionsAmt
Remaining Distri From Corpus$9,800RemainingDistriFromCorpusAmt
Total Corpus$35,900TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$35,900ExcessDistriCyovToNextYrAmt
Excess From Year3$7,300ExcessFromYear3Amt
Excess From Year2$11,200ExcessFromYear2Amt
Excess From Year1$7,600ExcessFromYear1Amt
Excess From Current Year$9,800ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRIAN MILLETTERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line141633 N EMERALD LAKE DRAddressLine1Txt
CityANTHEMCityNm
State AbbreviationAZStateAbbreviationCd
ZIP850861042ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6023005313RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE IN WRITING AND EXPLAIN IN THE STUDENT'S OWN WORDS HOW THEY WILL USE THE SCHOLARSHIP AND WHY THEY SHOULD BE THE RECIPIENT. A LETTER OF RECOMMENDATION MUST BE SUBMITTED WITH THE APPLICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesBY MAY 1SubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MCPHERSON COLLEGE FBO GEORGE REID
1600 E EUCLID STREETMCPHERSONKS67460501 (C) (3)PRESERVATION OF STUDEBAKER HERITAGE$1,500
PENNCOLLTECH FBO MICHAEL KROKOWSK
ONE COLLEGE AVENUEWILLIAMSPORTPA17701501(C) (3)PRESERVATION OF STUDEBAKER HERITAGE$1,500
UNIV-NOARIZONA FBO LAURYN HALVER
601 S KNOLES DRIVEFLAGSTAFFAZ86011501 (C) (3)PRESERVATION OF STUDEBAKER HERITAGE$3,000
PALM SPRINGS AIR MUSEUM
745 N GENE AUTRY TRAILPALM SPRINGSCA92262501 (C) (3)DISPLAY CAR UPKEEP$400
MARTIN AUTO MUSEUM
17641 N BLACK CANYON HWYPHOENIXAZ85023501 (C) (3)DISPLAY CAR UPKEEP$200
ANTIQUE CAR MUSEUM OF IOWA
860 QUARRY RDCORALVILLEIA52241501(C)(3)DISPLAY CAR UPKEEP$200
RV HALL OF FAME
21565 EXECUTIVE PARKWAYELKHARTIN46514501 (C) (3)DISPLAY CAR UPKEEP$200
WORLD OF SPEED
27490 SW 95TH AVENUEWILSONVILLEOR97070501 (C) (3)DISPLAY CAR UPKEEP$200
STUDEBAKER NATIONAL MUSEUM
201 CHAPIN STSOUTH BENDIN46601501 (C) (3)DISPLAY CAR UPKEEP$100
STUDEBAKER NATIONAL MUSEUM
201 CHAPIN STSOUTH BENDIN46601501 (C) (3)INTERNSHIPS FOR MUSEUM$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$174ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,262ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,436ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,436TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEECategoryTxt
Amt$3,594Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$77,667BookValueAmt
EOYFMV$77,667EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDONATED VEHICLESDesc
BOY Book Value$212,628BOYBookValueAmt
EOY Book Value$262,628EOYBookValueAmt
EOYFMV$262,628EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS IN INVESTMENTSDesc
Amt$4,519Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
INSURANCE$604
BANK FEES AND INVESTMENT FEES$498
OFFICE EXPENSE AND OTHER$790
ADVERTISING$926

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA CORPORTATE FEECategoryTxt
Amt$65Amt