BETA

ROBERT W STUBBS FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ROBERT W STUBBS FOUNDATION (EIN 43-1304452)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-10-04
IRS object ID
201722779349101052
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-04T13:03:40-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WMC Tax Services LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line155 Madison Ave Ste 400AddressLine1Txt
CityMorristownCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07960ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431304452EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSE M & ROBERT W STUBBS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROSEBusinessNameControlTxt
Phone9734011500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1735 OCEAN CLUB DRIVE 5TH FLAddressLine1Txt
CityAMELIA ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS J ROSS JRPersonNm
Person TitleTrusteePersonTitleTxt
Signature2017-10-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON M MUNK MACC CPAPreparerPersonNm
PTINP00545610PTIN
Phone9737759909PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$929,682FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$41,113ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$28,545DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,545DividendsNetInvstIncmAmt
Total Rev And Expnss$69,658TotalRevAndExpnssAmt
Total Net Invst Incm$28,545TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$4,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,795AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,398AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,397AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$391OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$391OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$3InterestRevAndExpnssAmt
Interest Net Invst Incm$3InterestNetInvstIncmAmt
Taxes Rev And Expnss$575TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$7,764TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,792TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,397TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,864TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,792TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,497TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$32,794ExcessRevenueOverExpensesAmt
Net Investment Income$24,753NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,628CashBOYAmt
Cash EOY-$1,691CashEOYAmt
Cash EOYFMV-$1,691CashEOYFMVAmt
Corporate Stock BOY$357,577CorporateStockBOYAmt
Corporate Stock EOY$361,734CorporateStockEOYAmt
Corporate Stock EOYFMV$931,373CorporateStockEOYFMVAmt
Total Assets BOY$364,205TotalAssetsBOYAmt
Total Assets EOY$360,043TotalAssetsEOYAmt
Total Assets EOYFMV$929,682TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$364,205RetainedEarningBOYAmt
Retained Earning EOY$360,043RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$364,205TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$360,043TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$364,205TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$360,043TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$364,205TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$32,794ExcessRevenueOverExpensesAmt
Subtotal$396,999SubtotalAmt
Other Decreases$36,956OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$360,043TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,997AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$804,405NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03108DistributionYr1Rt
Adjusted Qlfy Distri Yr2$29,410AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$857,713NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03429DistributionYr2Rt
Adjusted Qlfy Distri Yr3$22,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$766,565NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.02916DistributionYr3Rt
Adjusted Qlfy Distri Yr4$28,456AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$738,752NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03852DistributionYr4Rt
Adjusted Qlfy Distri Yr5$28,100AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$652,394NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04307DistributionYr5Rt
Total Distribution0.176111TotalDistributionRt
Average Distribution0.035222AverageDistributionRt
Net Vl Noncharitable Assets$886,115NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,211AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$248NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,459AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$32,497QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$248InvestmentIncomeExciseTaxAmt
Subtotal$248SubtotalAmt
Tax Based On Investment Income$248TaxBasedOnInvestmentIncomeAmt
Tax Due$248TaxDueAmt

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
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 Line1ROBERT W STUBBSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9734011500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1735 OCEAN CLUB DRIVEAddressLine1Txt
CityAMELIA ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32034ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT W STUBBS
735 OCEAN CLUB DR 5TH FLAMELIA ISLANDFL32034Chairman0.00$4,000
JAMES P CONNAUGHTON
8000 MARYLAND PLACE 1100ST LOUISMO63105Secretary0.00$0
ROSE MARIE STUBBS
735 OCEAN CLUB DR 5TH FLAMELIA ISLANDFL32034President0.00$0
CHARITY M STUBBS-GUZOFSKI
32 GRAMERCY PARK SOUTH APT 5JNEW YORKNY10003Treasurer0.00$0
THOMAS J ROSS JR
11 MAGNOLIA PLACECHATHAM TOWNSHIPNJ07928Vice President0.00$0
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$892,196AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,413AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$899,609TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$899,609AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,494CashDeemedCharitableAmt
Net Vl Noncharitable Assets$886,115NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,306MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,306MinimumInvestmentReturnAmt
Tax Based On Investment Income$248TaxBasedOnInvestmentIncomeAmt
Total Tax$248TotalTaxAmt
Distributable Before Adj$44,058DistributableBeforeAdjAmt
Distributable Before Ded$44,058DistributableBeforeDedAmt
Distributable As Adjusted$44,058DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,497ExpensesAndContributionsAmt
Qualifying Distributions$32,497QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$248PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$32,249AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,058DistributableAsAdjustedAmt
Undistributed Income PY$27,356UndistributedIncomePYAmt
Qualifying Distributions$32,497QualifyingDistributionsAmt
Applied To Year1$27,356AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,141AppliedToCurrentYearAmt
Undistributed Income CY$38,917UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT W STUBBSContributingManagerNm
Contributing ManagerROSE MARIE STUBBSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT W STUBBSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1735 OCEAN CLUB DRIVE 5TH FLOORAddressLine1Txt
CityAMELIA ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32034ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9734011500RecipientPhoneNum
Form And Info And MaterialsIN WRITING TO INCLUDE VERIFICATION THAT ORGANIZATION IS EXEMPT UNDERSECTION 501(C)(3)FormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAPTIVE SPORTS FOUNDATION
PO BOX 266 100 SILVERMAN WAYWINDHAMNY12496NONEPCGENERAL$9,100
CHURCH OF THE NATIVITY
20 EAST RIDGELY ROADTIMONIUMMD21093NONEPCGENERAL$3,000
NAVY SEAL FOUNDATION
1619 D STREETVIRGINIA BEACHVA23459NONEPCGENERAL$500
PATHFINDER VILLAGE FOUNDATION
3 CHENANGO ROADEDMESTONNY13335NONEPCGENERAL$13,500
ST THERESAS CHURCH
120 MONROE AVENUECRESSKILLNJ07626NONEPCGENERAL$1,000
CAMP LEE MAR HEALTH CENTER
450 PA-590LACKAWAXENPA18435NonePCGENERAL$1,000
MEMORIAL SLOAN KETTERING CANCER CENTER
885 2ND AVENUENEW YORKNY10017NonePCGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,545ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$28,545ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,545TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT W STUBBSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1735 OCEAN CLUB DRIVE 5TH FLAddressLine1Txt
CityAMELIA ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32034ZIPCd
FieldValueIRS element (for citing)
Total Contributions$41,113TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,279 SHS GENERAL ELECTRIC INC STOCKNoncashPropertyDesc
Fair Market Value$41,113FairMarketValueAmt
Received2016-12-21ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWMC TAX SERVICES LLCCategoryTxt
Amt$2,795Amt
Net Investment Income$1,398NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,397DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES THRU RBCStockNm
EOY Book Value$361,734EOYBookValueAmt
EOYFMV$931,373EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX BASIS DIFF - CONTRIBUTED ASSETSDesc
Amt$36,956Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryREGISTERED AGENT FEESCategoryTxt
Amt$391Amt
Net Investment Income$391NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON NET INVESTMENT INCOMECategoryTxt
Amt$575Amt

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