THE STRAUSS FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
THE STRAUSS FAMILY FOUNDATION (EIN 20-8004558)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-13
IRS object ID
201131339349100728
Schema version
2010v3.2
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)
Timestamp2011-05-13T10:16:29-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SORENSEN & SORENSEN PCBusinessNameLine1

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-05-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameALETHEA D TORBERTName
Phone3077333938Phone
Date Prepared2011-05-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1311267FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss875ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss4920InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm4920InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss4630DividendsRevAndExpnss
Dividends Net Invst Incm4630DividendsNetInvstIncm
Other Income Rev And Expnss717OtherIncomeRevAndExpnss
Other Income Net Invst Incm717OtherIncomeNetInvstIncm
Total Revenue And Expenses11142TotalRevenueAndExpenses
Total Net Investment Income10267TotalNetInvestmentIncome
Accounting Fees Rev And Expnss875AccountingFeesRevAndExpnss
Taxes Rev And Expnss1497TaxesRevAndExpnss
Other Expenses Rev And Expnss353OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss2725TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss42650ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps42650ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss45375TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps42650TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-34233ExcessOfRevenueOverExpenses
Net Investment Income10267NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY456933SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY432447SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV432447SavingsAndTempCashInvstEOYFMV
Prepaid Expenses EOY520PrepaidExpensesEOY
Prepaid Expenses EOYFMV520PrepaidExpensesEOYFMV
Investments Corp Bonds BOY99997InvestmentsCorpBondsBOY
Investments Corp Bonds EOY99997InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV99151InvestmentsCorpBondsEOYFMV
Investments Other BOY556572InvestmentsOtherBOY
Investments Other EOY546305InvestmentsOtherEOY
Investments Other EOYFMV779149InvestmentsOtherEOYFMV
Total Assets BOY1113502TotalAssetsBOY
Total Assets EOY1079269TotalAssetsEOY
Total Assets EOYFMV1311267TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1113502RetainedEarningsBOY
Retained Earnings EOY1079269RetainedEarningsEOY
Total Net Assets BOY1113502TotalNetAssetsBOY
Total Net Assets EOY1079269TotalNetAssetsEOY
Total Liabilities Net Assets BOY1113502TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1079269TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1113502TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-34233ExcessOfRevenueOverExpenses
Subtotal1079269Subtotal
Total Net Assets Fund Balances EOY1079269TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year152954QualifyingDistributionsYear1
Noncharitable Assets Year11100630NoncharitableAssetsYear1
Distribution Ratio Year10.048112DistributionRatioYear1
Qualifying Distributions Year231447QualifyingDistributionsYear2
Noncharitable Assets Year2961068NoncharitableAssetsYear2
Distribution Ratio Year20.032721DistributionRatioYear2
Qualifying Distributions Year31851QualifyingDistributionsYear3
Noncharitable Assets Year3299115NoncharitableAssetsYear3
Distribution Ratio Year30.006188DistributionRatioYear3
Noncharitable Assets Year4250000NoncharitableAssetsYear4
Total Distribution Ratio0.087021TotalDistributionRatio
Average Distribution Ratio0.017404AverageDistributionRatio
Net Noncharitable Assets1293331NetNoncharitableAssets
Adjusted Noncharitable Assets22509AdjustedNoncharitableAssets
One Percent Net Investment Income103OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One22612AdjNonchrtblAssetsAndOnePct
Qualifying Distributions42650QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax103InvestmentIncomeExciseTax
Subtotal103Subtotal
Tax Based On Investment Income103TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment520EstTaxPaymentsAndOverpayment
Total Credits And Payments520TotalCreditsAndPayments
Overpayment417Overpayment
Amount Credited To Next Year417AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
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

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
Uncorrected Prior ActsfalseUncorrectedPriorActs
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

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 Securities878981AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances434045AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1313026TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets1313026AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable19695CashDeemedCharitable
Net Noncharitable Assets1293331NetNoncharitableAssets
Minimum Investment Return64667MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return64667MinimumInvestmentReturn
Tax Based On Investment Income103TaxBasedOnInvestmentIncome
Total Tax103TotalTax
Distributable Amount Before Adj64564DistributableAmountBeforeAdj
Distributable Amount Before Ded64564DistributableAmountBeforeDed
Distributable Amount As Adjusted64564DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions42650ExpensesAndContributions
Qualifying Distributions42650QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm103OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions42547AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted64564DistributableAmountAsAdjusted
Undistributed Income Prior Year26794UndistributedIncomePriorYear
Qualifying Distributions42650QualifyingDistributions
Applied To Year126794AppliedToYear1
Applied To Current Year15856AppliedToCurrentYear
Undistributed Income CY48708UndistributedIncomeCY

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 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$10,000
NATIONAL JEWISH HEALTH
1400 JACKSON STREETDENVERCO80206NONE501(C)(3)GEN FUND$1,000
COLORADO ACADEMY
3800 SOUTH PIERCE STREETDENVERCO802352404NONE501(C)(3)GEN FUND$1,000
COLORADO BALLET AUXILIARY
1278 LINCOLN CENTERDENVERCO80203NONE501(C)(3)GEN FUND$5,000
CRAIG HOSPITAL
3425 S CLARKSON STREETENGLEWOODCO80113NONE501(C)(3)GEN FUND$1,000
SUSAN G KOMEN FOUNDATION
1835 FRANKLIN STREETDENVERCO80218NONE501(C)(3)GEN FUND$150
ISIDORE NEWMAN SCHOOL
1903 JEFFERSON AVENUENEW ORLEANSLA70115NONE501(C)(3)GEN FUND$10,000
COLORADO SYMPHONY ORCHEST
1000 14TH STREET 15DENVERCO80202NONE501(C)(3)GEN FUND$10,000
LE BAL DE BALLET
PO BOX 2656LITTLETONCO801612656NONE501(C)(3)GEN FUND$500
CHALLENGE FOUNDATION
4545 S UNIVERSITY AVENUEENGLEWOODCO80113NONE501(C)(3)GEN FUND$4,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year42650TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4,920ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4,630ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$717ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$10,267ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA10267TotalPartXVIA

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$875Amount

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 Value99997EOYBookValue
EOYFMV99151EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
PUBLICLY TRADED PARTNERSHIPSAT COST104625210211
EQUITIESAT COST355478377548
MUTUAL FUNDSAT COST86202191390

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
CORPORATE FEES/LICENSE352
BANK FEES1

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionINCOME-PUBLICLY TRADED PTSHPSDescription
Revenue And Expenses Per Books717RevenueAndExpensesPerBooks
Net Investment Income717NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL TAX EXPENSECategory
Amount$1,497Amount

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