F STRUBEN FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
F STRUBEN FOUNDATION INC (EIN 52-6050484)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-17
IRS object ID
201402299349100100
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-17T05:49:44-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1James J Sokolis CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11009 Henderson Manor CourtAddressLine1
CityBel AirCity
StateMDState
ZIP Code210142504ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526050484EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1F Struben Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlFSTRBusinessNameControlTxt
Phone4103355500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13844 Jarrettsville PikeAddressLine1
CityJarrettsvilleCity
StateMDState
ZIP Code21084ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL KNICKMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4103355500PhoneNum
Signature2014-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES J SOKOLIS CPAPreparerPersonNm
Phone4108799630PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$188,943FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$390InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$1,986DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,376TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$625AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$56TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$390OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,071TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,121TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,745ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$75CashBOYAmt
Cash EOY$75CashEOYAmt
Cash EOYFMV$75CashEOYFMVAmt
Sav And Temp Cash Invst BOY$91,371SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$82,045SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$82,045SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$13,738CorporateStockBOYAmt
Corporate Stock EOY$18,038CorporateStockEOYAmt
Corporate Stock EOYFMV$35,107CorporateStockEOYFMVAmt
Corporate Bonds BOY$11,930CorporateBondsBOYAmt
Corporate Bonds EOY$15,664CorporateBondsEOYAmt
Corporate Bonds EOYFMV$20,785CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$61,105LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,174LandBldgEquipAccumDeprecAmt
Land BOY$50,931LandBOYAmt
Land EOY$50,931LandEOYAmt
Land EOYFMV$50,931LandEOYFMVAmt
Total Assets BOY$168,045TotalAssetsBOYAmt
Total Assets EOY$166,753TotalAssetsEOYAmt
Total Assets EOYFMV$188,943TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$168,045RetainedEarningBOYAmt
Retained Earning EOY$166,753RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$168,045TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$166,753TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$168,045TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$166,753TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$168,045TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,745ExcessRevenueOverExpensesAmt
Other Increases$1,453OtherIncreasesAmt
Subtotal$166,753SubtotalAmt
Tot Net Ast Or Fund Balances EOY$166,753TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$5,561AdjustedQlfyDistriYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,677AdjustedQlfyDistriYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,884AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$136,998NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.079446DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,750AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$123,307NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.111510DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,938AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$144,211NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.117453DistributionYr5Rt
Total Distribution0.308409TotalDistributionRt
Average Distribution0.061682AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEAN C STRUBENIndividualWithBooksNm
Phone4103355500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111120 Pulaski HighwayAddressLine1
CityWhite MarshCity
StateMDState
ZIP Code211620225ZIPCode
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEAN C STRUBEN
3844 Jarrettsville PikeJarrettsvilleMD21084President1.00$0$0$0
CAROL S KNICKMAN
3854 Jarrettsville PikeJarrettsvilleMD21084Treasurer2.00$0$0$0
LINDA S TROTT
3854 Jarrettsville PikeJarrettsvilleMD21084Secretary1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Support of Various Community, Religious, Educational &Charitable Activities, Includes various organizationsScouting Support is also included. See attached scheduleDescription1Txt
Expenses1$6,050Expenses1Amt

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)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$10,884ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,700ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,600ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$22,184TotalExcessDistributionCyovAmt
Total Corpus$22,184TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$22,184ExcessDistriCyovToNextYrAmt
Excess From Year3$10,884ExcessFromYear3Amt
Excess From Year2$5,700ExcessFromYear2Amt
Excess From Year1$5,600ExcessFromYear1Amt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Year1$5,600Year1Amt
Year2$5,700Year2Amt
Year3$10,884Year3Amt
Total$22,184TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Year1$5,600Year1Amt
Year2$5,700Year2Amt
Year3$10,884Year3Amt
Total$22,184TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Year3$2,289Year3Amt
Total$2,289TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEAN STRUBENContributingManagerNm
Contributing ManagerJARRETTSVILLE MD 21014ContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEAN C STRUBENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13844 Jarrettsville PikeAddressLine1
CityJarrettsvilleCity
StateMDState
ZIP Code21084ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4103355500RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST ONLY, INCLUDE DETAILS OF REQUEST & ORGANIZATION & FINANCIAL REQUEST AND DATE,FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsRELIGIOUS OR COMMUNITY WELFARERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Salvation Army
PO Box 309Havre de GraceMD21078NoneServiceCommunity$350
Frankin & Marshall Fund
PO Box 3003LancasterPA17604NoneCommunity Service$500
Pioneers
10123 William Carey DriveOrlandoFL32832NoneCommunity Service$1,000
White Marsh VFD
5419 Ebenezer RoadWhite MarshMD21162NoneCommunity Service$500
New Life for Girls
PO Box 170DoverPA17315NoneCommunity Service$100
Deer Creek Chorale
PO Box 1302Bel AirMD21014NoneCommunity Service$1,500
Friends of Stewartstown RR Inc
PO Box 456StewartstownPA17363NoneCommunity Service$1,500
Liberty Institute
2001 West Plano ParkwayPlanoTX75075NoneCommunity Service$200
Olivia's House
830 South George StYorkPA17403NoneCommunity Service$150
St Michael the Archangel School
10 Willow AvenueBaltimoreMD21206NoneCommunity Service$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$390UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$1,986UnrelatedBusinessTaxblIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$1,454UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3,830UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,830TotalIncomeProducingActyAmt

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)
CategoryJames Sokolis AccountingCategoryTxt
Amt$625Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBaird Taxable Bond FundsBondNm
EOY Book Value$15,664EOYBookValueAmt
EOYFMV$20,785EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Baird - Stock Funds$9,989$23,112
Baird - Preferred Stocks$8,049$11,995

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Insurance$226
Utilities$164

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionChange in Investment ValueDescription
Amount$1,453Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxes - NetCategoryTxt
Amt$56Amt

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