THE STRAUSS FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE STRAUSS FAMILY FOUNDATION (EIN 20-8004558)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-15
IRS object ID
201311359349101866
Schema version
2012v2.1
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)
Timestamp2013-05-15T13:30:36-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SORENSEN & SORENSEN LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1845AddressLine1
CityJACKSONCity
StateWYState
ZIP Code83001ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN208004558EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE STRAUSS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTRANameControl
Phone3037617605Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameJEFFRY B STRAUSSName
TitlePRESIDENT/SECRETARYTitle
Phone3037617605Phone
Date Signed2013-05-06DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameALETHEA D TORBERTName
Phone3077333938Phone
Date Prepared2013-05-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1180173FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss35ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss2998InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2998InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss1520DividendsRevAndExpnss
Dividends Net Invst Incm1520DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-51258NetGainSaleAssetsRevAndExpnss
Gross Sales Price1379901GrossSalesPrice
Other Income Rev And Expnss-24356OtherIncomeRevAndExpnss
Total Revenue And Expenses-71061TotalRevenueAndExpenses
Total Net Investment Income4518TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1130AccountingFeesRevAndExpnss
Taxes Rev And Expnss3214TaxesRevAndExpnss
Other Expenses Rev And Expnss406OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss4750TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss81800ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps81800ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss86550TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps81800TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-157611ExcessOfRevenueOverExpenses
Net Investment Income4518NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1105033SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1127794SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1127794SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY417PrepaidExpensesBOY
Prepaid Expenses EOY810PrepaidExpensesEOY
Prepaid Expenses EOYFMV810PrepaidExpensesEOYFMV
Investments Corp Bonds BOY99997InvestmentsCorpBondsBOY
Investments Corp Bonds EOY49997InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV51569InvestmentsCorpBondsEOYFMV
Investments Other BOY130765InvestmentsOtherBOY
Total Assets BOY1336212TotalAssetsBOY
Total Assets EOY1178601TotalAssetsEOY
Total Assets EOYFMV1180173TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1336212RetainedEarningsBOY
Retained Earnings EOY1178601RetainedEarningsEOY
Total Net Assets BOY1336212TotalNetAssetsBOY
Total Net Assets EOY1178601TotalNetAssetsEOY
Total Liabilities Net Assets BOY1336212TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1178601TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1336212TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-157611ExcessOfRevenueOverExpenses
Subtotal1178601Subtotal
Total Net Assets Fund Balances EOY1178601TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
PIONEER SW ENERGY PTNERS LPP2011-12-282012-12-05793262865654-72392-72392
PROSHS ULTRASHORT ETF BARCLASY 20+YRP2012-04-252012-05-307919494209-15015-15015
PROSHS ULTRESHORT LEHMAN 20+ YRSP2012-01-172012-01-2518980118130984928492
SOUTHWEST AIRLINES COP2019-04-202012-09-172676442399872765727657
PUBLIC STORAGE 6.625%P2007-01-042012-04-115000050000
FieldValueIRS element (for citing)
Capital Gain Net Income-51258CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year159871QualifyingDistributionsYear1
Noncharitable Assets Year11316851NoncharitableAssetsYear1
Distribution Ratio Year10.045465DistributionRatioYear1
Qualifying Distributions Year242547QualifyingDistributionsYear2
Noncharitable Assets Year21293331NoncharitableAssetsYear2
Distribution Ratio Year20.032897DistributionRatioYear2
Qualifying Distributions Year352954QualifyingDistributionsYear3
Noncharitable Assets Year31100630NoncharitableAssetsYear3
Distribution Ratio Year30.048112DistributionRatioYear3
Qualifying Distributions Year431447QualifyingDistributionsYear4
Noncharitable Assets Year4961068NoncharitableAssetsYear4
Distribution Ratio Year40.032721DistributionRatioYear4
Qualifying Distributions Year51851QualifyingDistributionsYear5
Noncharitable Assets Year5299115NoncharitableAssetsYear5
Distribution Ratio Year50.006188DistributionRatioYear5
Total Distribution Ratio0.165383TotalDistributionRatio
Average Distribution Ratio0.033077AverageDistributionRatio
Net Noncharitable Assets1267824NetNoncharitableAssets
Adjusted Noncharitable Assets41936AdjustedNoncharitableAssets
One Percent Net Investment Income45OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One41981AdjNonchrtblAssetsAndOnePct
Qualifying Distributions81800QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax45InvestmentIncomeExciseTax
Subtotal45Subtotal
Tax Based On Investment Income45TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment810EstTaxPaymentsAndOverpayment
Total Credits And Payments810TotalCreditsAndPayments
Overpayment765Overpayment
Amount Credited To Next Year765AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithDEStatesFiledWith
States Filed WithCOStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameSUSAN STRAUSSBooksInCareOfPersonName
Books In Care Of Phone Number3037617605BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameJEFFRY B STRAUSSPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 WINDOVER ROADAddressLine1
CityGREENWOOD VILLAGECity
StateCOState
ZIP Code80121ZIPCode
FieldValueIRS element (for citing)
TitlePRES/SECTitle
Avg Hours Per Wk Devoted To Position1.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities898704AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances388427AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1287131TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets1287131AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable19307CashDeemedCharitable
Net Noncharitable Assets1267824NetNoncharitableAssets
Minimum Investment Return63391MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return63391MinimumInvestmentReturn
Tax Based On Investment Income45TaxBasedOnInvestmentIncome
Total Tax45TotalTax
Distributable Amount Before Adj63346DistributableAmountBeforeAdj
Distributable Amount Before Ded63346DistributableAmountBeforeDed
Distributable Amount As Adjusted63346DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions81800ExpensesAndContributions
Qualifying Distributions81800QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm45OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions81755AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted63346DistributableAmountAsAdjusted
Undistributed Income Prior Year48252UndistributedIncomePriorYear
Qualifying Distributions81800QualifyingDistributions
Applied To Year148252AppliedToYear1
Applied To Current Year33548AppliedToCurrentYear
Undistributed Income CY29798UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJEFF SUSAN STRAUSSContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
TUCKS ANNUAL GIVING
DARTMOUTH COLLEGE6066 DEVELOPMENT OFFICEHANOVERNH037553555NONE501(C)(3)GEN FUND$3,000
COLORADO ACADEMY
3800 SOUTH PIERCE STREETDENVERCO802352404NONE501(C)(3)GEN FUND$50,000
DENVER BALLET GUILD
PO BOX 2656LITTLETONCO801612656NONE501(C)(3)GEN FUND$500
FIRST PRESBYTERIAN CHURCH
1609 W LITTLETON BLVDLITTLETONCO801202018NONE501(C)(3)GEN FUND$10,000
CHALLENGE FOUNDATION
4545 S UNIVERSITY AVEENGLEWOODCO80113NONE501(C)(3)GEN FUND$2,800
INTERNATIONAL ROSE O'NEILL FOUNDATI
PO BOX 668BRANSONMO65616NONE501(C)(3)GEN FUND$500
HARMON FOUNDATION
79175 CAMINO ROSADALAQUINTACA92253NONE501(C)(3)GEN FUND$5,000
CASTLE PINE SCHOLARSHIP FOUNDATION
8480 E ORCHARD RDGREENWOOD VILLAGECO80111NONE501(C)(3)GEN FUND$10,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year81800TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,998ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,520ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$51,258ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionPIONEER SW ENERGY PTPDescription
Business Code211110BusinessCode
Unrelated Business Income-$24,356UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income-$24,356UnrelatedBusinessIncomeAmount
Exclusion-$46,740ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA-71096TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategory
Amount$1,130Amount

Compensation Explanation CompensationExplanation

Compensation Compensation

FieldValueIRS element (for citing)
Person NameJEFFRY B STRAUSSPersonName

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondCORPORATE BONDSNameOfBond
EOY Book Value49997EOYBookValue
EOYFMV51569EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED PARTNERSHIPSCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
CORPORATE FEES/LICENSE406

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionPIONEER SW ENERGY PTPDescription
Revenue And Expenses Per Books-24356RevenueAndExpensesPerBooks

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL TAX EXPENSECategory
Amount$3,214Amount

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