RACHUBA FAMILY FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
RACHUBA FAMILY FOUNDATION INC (EIN 20-0472269)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-14
IRS object ID
201221359349102657
Schema version
2011v1.2
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)
Timestamp2012-05-14T16:01:31-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN521374503EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSEN SAPPERSTEIN & FRIEDLANDER CHRTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1300 RED BROOK BOULEVARD SUITE 200AddressLine1
CityOWINGS MILLSCity
StateMDState
ZIP Code21117ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200472269EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE RACHUBA FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRACHNameControl
Phone4107813400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1946-A MARIMICH COURTAddressLine1
CityELDERSBURGCity
StateMDState
ZIP Code217844908ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTHERESA LEATHERBURYName
TitleSECRETARYTitle
Phone4107813400Phone
Date Signed2012-05-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD A FRIEDLANDER CPAName
PTINP00024186PTIN
Phone4105810800Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY18458FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss62500ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses62500TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss0TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss51750ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps51750ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss51750TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps51750TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses10750ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY7708CashBOY
Cash EOY18458CashEOY
Cash EOYFMV18458CashEOYFMV
Total Assets BOY7708TotalAssetsBOY
Total Assets EOY18458TotalAssetsEOY
Total Assets EOYFMV18458TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY7708RetainedEarningsBOY
Retained Earnings EOY18458RetainedEarningsEOY
Total Net Assets BOY7708TotalNetAssetsBOY
Total Net Assets EOY18458TotalNetAssetsEOY
Total Liabilities Net Assets BOY7708TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY18458TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY7708TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses10750ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal18458Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY18458TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year162250QualifyingDistributionsYear1
Noncharitable Assets Year16746NoncharitableAssetsYear1
Distribution Ratio Year19.227690DistributionRatioYear1
Qualifying Distributions Year252500QualifyingDistributionsYear2
Noncharitable Assets Year27058NoncharitableAssetsYear2
Distribution Ratio Year27.438368DistributionRatioYear2
Qualifying Distributions Year380390QualifyingDistributionsYear3
Noncharitable Assets Year34038NoncharitableAssetsYear3
Distribution Ratio Year319.908370DistributionRatioYear3
Qualifying Distributions Year496107QualifyingDistributionsYear4
Noncharitable Assets Year435365NoncharitableAssetsYear4
Distribution Ratio Year42.717574DistributionRatioYear4
Qualifying Distributions Year5162000QualifyingDistributionsYear5
Noncharitable Assets Year564662NoncharitableAssetsYear5
Distribution Ratio Year52.505335DistributionRatioYear5
Total Distribution Ratio41.797337TotalDistributionRatio
Average Distribution Ratio8.359467AverageDistributionRatio
Net Noncharitable Assets8229NetNoncharitableAssets
Adjusted Noncharitable Assets68790AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One68790AdjNonchrtblAssetsAndOnePct
Qualifying Distributions51750QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameTHERESA LEATHERBURYBooksInCareOfPersonName
Books In Care Of Phone Number4107813400BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1946-A MARIMICH COURTAddressLine1
CityELDERSBURGCity
StateMDState
ZIP Code21784ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
LAWRENCE R RACHUBA
946-A MARIMICH COURTELDERSBURGMD21784PRESIDENT0.25000
DIANE T RACHUBA
946-A MARIMICH COURTELDERSBURGMD21784VICE PRESIDENT0.25000
L RAY RACHUBA
946-A MARIMICH COURTELDERSBURGMD21784TREASURER0.25000
THERESA LEATHERBURY
946-A MARIMICH COURTELDERSBURGMD21784SECRETARY0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances8354AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets8354TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets8354AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable125CashDeemedCharitable
Net Noncharitable Assets8229NetNoncharitableAssets
Minimum Investment Return411MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return411MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj411DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded411DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted411DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions51750ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions51750QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions51750AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted411DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5158767ExcessDistriCarryoverYear5
Excess Distri Carryover Year494339ExcessDistriCarryoverYear4
Excess Distri Carryover Year380188ExcessDistriCarryoverYear3
Excess Distri Carryover Year252147ExcessDistriCarryoverYear2
Excess Distri Carryover Year161913ExcessDistriCarryoverYear1
Total Excess Distri Carryover447354TotalExcessDistriCarryover
Qualifying Distributions51750QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year411AppliedToCurrentYear
Remaining Distri From Corpus51339RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus498693TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5158767ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year339926ExcessDistriCyovToNextYear
Excess From Year494339ExcessFromYear4
Excess From Year380188ExcessFromYear3
Excess From Year252147ExcessFromYear2
Excess From Year161913ExcessFromYear1
Excess From Current Year51339ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerLAWRENCE R RACHUBAContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameLAWRENCE R RACHUBARecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1946-A MARIMICH COURTAddressLine1
CityELDERSBURGCity
StateMDState
ZIP Code21784ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4107813400RecipientPhoneNumber
Form And Info And MaterialsTHE FOUNDATION HAS NO FORMAL APPLICATION FOR REQUESTS. ALL REQUESTS WILL BE CONSIDERED BY THE FOUNDATION.FormAndInfoAndMaterials
Submission DeadlinesTHE FOUNDATION HAS NO SUBMISSION DEADLINES.SubmissionDeadlines
Restrictions On AwardsTHE FOUNDATION HAS NO RESTRICTIONS OR LIMITATIONS ON AWARDS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ARCHBISHOP'S ANNUAL APPEAL
320 CATHEDRAL STREETBALTIMOREMD21201NONE501(C)(3)CHARITABLE PURPOSES$1,500
CAROLINE CENTER
900 SOMERSET STREETBALTIMOREMD21202NONE501(C)(3)CHARITABLE PURPOSES$2,000
LEBANON VALLEY COLLEGE
101 N COLLEGE AVENUEANNVILLEPA17003NONE501(C)(3)CHARITABLE PURPOSES$2,000
LOYOLA BLAKEFIELD HIGH SCHOOL
500 CHESTNUT AVENUETOWSONMD21204NONE501(C)(3)CHARITABLE PURPOSES$10,000
NOTRE DAME PREPARATORY SCHOOL
815 HAMPTON LANETOWSONMD21286NONE501(C)(3)CHARITABLE PURPOSES$10,000
ROLAND PARK COUNTRY SCHOOL
5204 ROLAND AVENUEBALTIMOREMD21210NONE501(C)(3)CHARITABLE PURPOSES$2,000
SAINT LOUIS CHURCH
12500 CLARKSVILLE PIKECLARKSVILLEMD21029NONE501(C)(3)CHARITABLE PURPOSES$7,500
SAINT PAUL OF THE CROSS
10970 STATE ROADNORTH PALMFL33408NONE501(C)(3)CHARITABLE PURPOSES$2,500
SHRINE OF ST ANTHONY
12290 FOLLY QUARTER ROADELLICOTT CITYMD21042NONE501(C)(3)CHARITABLE PURPOSES$7,500
STEVENSON UNIVERSITY
1525 GREENSPRING VALLEY ROADSTEVENSONMD21153NONE501(C)(3)CHARITABLE PURPOSES$1,500
THE UMUC FOUNDATION
3501 UNIVERSITY BOULEVARD EASTADELPHIMD20783NONE501(C)(3)CHARITABLE PURPOSES$5,000
BRIDGES TO FUTURE FUND
420 SOUTH CHESTER STREETBALTIMOREMD21231NONE501(C)(3)CHARITABLE PURPOSES$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year51750TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (4 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
(no name)
1JOHN THERESA LEATHERBURY946-A MARIMICH COURTELDERSBURGMD217844000X
(no name)
2LAWRENCE R DIANE T RACHUBA946-A MARIMICH COURTELDERSBURGMD2178448500X
RACHUBA ASSET MANAGEMENT LLC
3946-A MARIMICH COURTELDERSBURGMD217845000X
RACHUBA ENTERPRISES INC
4946-A MARIMICH COURTELDERSBURGMD217845000X

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
LAWRENCE R AND DIANE T RACHUBA
946-A MARIMICH COURTELDERSBURGMD21784
THERESA LEATHERBURY
946-A MARIMICH COURTELDERSBURGMD21784
RACHUBA ASSET MANAGEMENT LLC
946-A MARIMICH COURTELDERSBURGMD21784
RACHUBA ENTERPRISES INC
946-A MARIMICH COURTELDERSBURGMD21784

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