THE STRAUSS FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE STRAUSS FAMILY FOUNDATION (EIN 20-8004558)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201741329349102834
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)
Return2017-05-12T16:01:07-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271423088PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JACKSON & DOERKSEN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1425 S CHERRY ST STE 500AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCOStateAbbreviationCd
ZIP802461200ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH L JACKSONPreparerPersonNm
PTINP00033854PTIN
Phone3033228771PhoneNum
Preparation2017-05-11PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id428C9B459D763BEF2B68CB21FFB8C3DBF4D30EECAtSubmissionCreationDeviceId
At Submission Filing Device Id428C9B459D763BEF2B68CB21FFB8C3DBF4D30EECAtSubmissionFilingDeviceId
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$882,067FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Net Gain Sale Ast Rev And Expnss-$35,113NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$666,574GrossSalesPriceAmt
Total Rev And Expnss-$35,101TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$456TaxesRevAndExpnssAmt
Taxes Net Invst Incm$427TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,456TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,427TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,156TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,427TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$87,257ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$185CashBOYAmt
Cash EOY$197CashEOYAmt
Cash EOYFMV$197CashEOYFMVAmt
Sav And Temp Cash Invst BOY$968,564SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$881,324SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$881,324SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$575PrepaidExpensesBOYAmt
Prepaid Expenses EOY$546PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$546PrepaidExpensesEOYFMVAmt
Total Assets BOY$969,324TotalAssetsBOYAmt
Total Assets EOY$882,067TotalAssetsEOYAmt
Total Assets EOYFMV$882,067TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$969,324RetainedEarningBOYAmt
Retained Earning EOY$882,067RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$969,324TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$882,067TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$969,324TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$882,067TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$969,324TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$87,257ExcessRevenueOverExpensesAmt
Subtotal$882,067SubtotalAmt
Tot Net Ast Or Fund Balances EOY$882,067TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ENTERPRISE PRODUCT PARTNERS LPP2016-01-142016-01-20$191,993$224,405-$32,412-$32,412
PROSHARES ULTRASHORT S&P 500P2016-06-232016-06-30$178,492$179,298-$806-$806
PROSHARES ULTRASHORT S&P500P2016-12-142016-12-15$296,089$297,984-$1,895-$1,895
FieldValueIRS element (for citing)
Capital Gain Net Income-$35,113CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$55,271AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,008,844NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054786DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,100,395NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045438DistributionYr2Rt
Adjusted Qlfy Distri Yr3$37,475AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,150,178NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032582DistributionYr3Rt
Adjusted Qlfy Distri Yr4$81,755AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,267,824NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064485DistributionYr4Rt
Adjusted Qlfy Distri Yr5$59,871AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,316,851NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045465DistributionYr5Rt
Total Distribution0.242756TotalDistributionRt
Average Distribution0.048551AverageDistributionRt
Net Vl Noncharitable Assets$911,811NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$44,269AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$44,269AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$546EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$546TotalPaymentsAndCreditsAmt
Overpayment$546OverpaymentAmt
Applied To ES Tax$546AppliedToESTaxAmt

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

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 Pos000.00AverageHrsPerWkDevotedToPosRt
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$191AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$924,944AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$561FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$925,696TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$925,696AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,885CashDeemedCharitableAmt
Net Vl Noncharitable Assets$911,811NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,591MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,591MinimumInvestmentReturnAmt
Distributable Before Adj$45,591DistributableBeforeAdjAmt
Distributable Before Ded$45,591DistributableBeforeDedAmt
Distributable As Adjusted$45,591DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,700ExpensesAndContributionsAmt
Qualifying Distributions$50,700QualifyingDistributionsAmt
Adjusted Qualifying Distri$50,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,591DistributableAsAdjustedAmt
Undistributed Income PY$49,775UndistributedIncomePYAmt
Qualifying Distributions$50,700QualifyingDistributionsAmt
Applied To Year1$49,775AppliedToYear1Amt
Applied To Current Year$925AppliedToCurrentYearAmt
Undistributed Income CY$44,666UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEFFRY STRAUSSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLORADO GOLF ASSOCIATION
5990 GREENWOOD PLAZA BLVDGREENWOOD VILLAGECO80111CHARITYCHARITABLE PURPOSE$200
LE BAL DE BALLET
PO BOX 2656LITTLETONCO80161CHARITYCHARITABLE PURPOSE$500
TUCK ANNUAL GIVING
6066 DEVELOPMENT OFFICEHANOVERNH03755CHARITYCHARITABLE PURPOSE$1,000
FIRST PRESB CHURCH OF LITTLETON
1609 W LITTLETON BLVDLITTLETONCO80120CHARITYCHARITABLE PURPOSE$5,000
BEST FRIENDS
5001 ANGEL CANYON RDKANABUT84741CHARITYCHARITABLE PURPOSE$2,500
DUMB FRIENDS LEAGUE
2080 S QUEBEC STDENVERCO80231CHARITYCHARITABLE PURPOSE$2,500
GREENWOOD WILDLIFE REHAB CENTER
PO BOX 18987BOULDERCO80308CHARITYCHARITABLE PURPOSE$2,500
ALPHA PHI FOUNDATION
1930 SHERMAN AVEEVANSTONIL60201CHARITYCHARITABLE PURPOSE$1,500
NAMI
2280 S ALBION STDENVERCO80222CHARITYCHARITABLE PURPOSE$500
COLORADO CHILDREN'S CHORALE
2420 W 26TH AVEDENVERCO80211CHARITYCHARITABLE PURPOSE$1,000
COMEBACK YOGA
PO BOX 27621DENVERCO80227CHARITYCHARITABLE PURPOSE$1,000
WORLD WILDLIFE FUND
1250 24TH ST NWWASHINGTONDC20037CHARITYCHARITABLE PURPOSE$500
NATIONAL AUDUBON SOCIETY
225 VARICK STNEW YORKNY10014CHARITYCHARITABLE PURPOSE$500
UNIV OF CA DAVIS FOUNDATION
1460 DREW AVE 100DAVISCA95618CHARITYCHARITABLE PURPOSE$500
EISENHOWER MEDICAL CENTER
39000 BOB HOPE DRRANCHO MIRAGECA92270CHARITYCHARITABLE PURPOSE$31,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$35,113ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$35,113ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$35,113TotalIncomeProducingActyAmt

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$1,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
LICENSES$427$427
EXCISE TAX$29

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