THE STRAUSS FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE STRAUSS FAMILY FOUNDATION (EIN 20-8004558)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201421349349100347
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)
Return2014-05-14T12:34:36-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JACKSON & DOERKSEN LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1425 SOUTH CHERRY STREET SUITE 500AddressLine1
CityDENVERCity
StateCOState
ZIP Code80246ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208004558EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STRAUSS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSTRABusinessNameControlTxt
Phone3037617605PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 WINDOVER ROADAddressLine1
CityGREENWOOD VILLAGECity
StateCOState
ZIP Code80121ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFRY B STRAUSSPersonNm
Person TitlePRESIDENT/SECRETARYPersonTitleTxt
Phone3037617605PhoneNum
Signature2014-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH L JACKSONPreparerPersonNm
PTINP00033854PTIN
Phone3033228771PhoneNum
Preparation2014-05-12PreparationDt
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$1,155,209FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,574InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,574InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,873DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,005DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,685NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$309,391GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,685CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,136TotalRevAndExpnssAmt
Total Net Invst Incm$11,264TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,366AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,366AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$432TaxesRevAndExpnssAmt
Taxes Net Invst Incm$387TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,798TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,753TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,475ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,475ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,273TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,753TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,475TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$26,137ExcessRevenueOverExpensesAmt
Net Investment Income$9,511NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$157CashBOYAmt
Cash EOY$161CashEOYAmt
Cash EOYFMV$161CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,127,637SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,050,268SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,050,268SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$275AcctRcvblAmt
Acct Rcvbl EOY$275AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$275AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$810PrepaidExpensesBOYAmt
Prepaid Expenses EOY$765PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$765PrepaidExpensesEOYFMVAmt
Corporate Bonds BOY$49,997CorporateBondsBOYAmt
Other Investments EOY$100,995OtherInvestmentsEOYAmt
Other Investments EOYFMV$103,740OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,178,601TotalAssetsBOYAmt
Total Assets EOY$1,152,464TotalAssetsEOYAmt
Total Assets EOYFMV$1,155,209TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,178,601RetainedEarningBOYAmt
Retained Earning EOY$1,152,464RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,178,601TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,152,464TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,178,601TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,152,464TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,178,601TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,137ExcessRevenueOverExpensesAmt
Subtotal$1,152,464SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,152,464TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PIMCO INCOME STRA FD IIP2013-06-242013-07-18$258,991$251,709$7,282$7,282
NATL RURAL COOP BONDP2007-01-172013-05-24$50,400$49,997$403$403
FieldValueIRS element (for citing)
Capital Gain Net Income$7,685CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$7,282NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$81,755AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,267,824NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.064485DistributionYr1Rt
Adjusted Qlfy Distri Yr2$59,871AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,316,851NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045465DistributionYr2Rt
Adjusted Qlfy Distri Yr3$42,547AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,293,331NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032897DistributionYr3Rt
Adjusted Qlfy Distri Yr4$52,954AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,100,630NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048112DistributionYr4Rt
Adjusted Qlfy Distri Yr5$31,447AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$961,068NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.032721DistributionYr5Rt
Total Distribution0.223680TotalDistributionRt
Average Distribution0.044736AverageDistributionRt
Net Vl Noncharitable Assets$1,150,178NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,454AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$95NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,549AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,475QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$190InvestmentIncomeExciseTaxAmt
Subtotal$190SubtotalAmt
Tax Based On Investment Income$190TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$765EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$765TotalPaymentsAndCreditsAmt
Overpayment$575OverpaymentAmt
Applied To ES Tax$575AppliedToESTaxAmt

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 ROADAddressLine1
CityGREENWOOD VILLAGECity
StateCOState
ZIP Code80121ZIPCode
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 ROADAddressLine1
CityGREENWOOD VILLAGECity
StateCOState
ZIP Code80121ZIPCode
FieldValueIRS element (for citing)
TitlePRESIDENT/SETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
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$77,655AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,089,112AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$926FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,167,693TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,167,693AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,515CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,150,178NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,509MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,509MinimumInvestmentReturnAmt
Tax Based On Investment Income$190TaxBasedOnInvestmentIncomeAmt
Total Tax$190TotalTaxAmt
Distributable Before Adj$57,319DistributableBeforeAdjAmt
Distributable Before Ded$57,319DistributableBeforeDedAmt
Distributable As Adjusted$57,319DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,475ExpensesAndContributionsAmt
Qualifying Distributions$37,475QualifyingDistributionsAmt
Adjusted Qualifying Distri$37,475AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,319DistributableAsAdjustedAmt
Undistributed Income PY$29,798UndistributedIncomePYAmt
Qualifying Distributions$37,475QualifyingDistributionsAmt
Applied To Year1$29,798AppliedToYear1Amt
Applied To Current Year$7,677AppliedToCurrentYearAmt
Undistributed Income CY$49,642UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
BAYOU DISTRICT FOUNDATION
320 JULIA STNEW ORLEANSLA70130NONECHARITYCHARITABLE PURPOSE$2,975
DENVER BALLET GUILD
PO BOX 2656LITTLETONCO80161NONECHARITYCHARITABLE PURPOSE$5,000
CENTRAL CITY OPERA GUILD
400 S COLORADO BLVDDENVERCO80246NONECHARITYCHARITABLE PURPOSE$500SUITE 530
UC DAVIS FOUNDATION
ONE SHIELDS AVEDAVISCA95616NONECHARITYCHARITABLE PURPOSE$1,000
TUCK ANNUAL GIVING
6066 DEVELOPMENT OFFICEHANOVERNH03755NONECHARITYCHARITABLE PURPOSE$3,000
COLORADO ACADEMY
3800 S PIERCE STDENVERCO80235NONECHARITYCHARITABLE PURPOSE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,475TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,574ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,873ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,685ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,132ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,132TotalIncomeProducingActyAmt

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$1,366Amt
Net Investment Income$1,366NetInvestmentIncomeAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonJEFFRY B STRAUSSPersonNm

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNATL RURAL COOP BONDBondNm

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemISHARES TRUST-AMT FREE MUNY BOND ETFCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$100,995BookValueAmt
EOYFMV$103,740EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$45
LICENSES$387$387

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