RACHUBA FAMILY FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
RACHUBA FAMILY FOUNDATION INC (EIN 20-0472269)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-16
IRS object ID
201131369349100848
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)
Timestamp2011-05-16T11:10:49-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-05-05DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD A FRIEDLANDER CPAName
Phone4105810800Phone
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 EOY7708FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss59500ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses59500TotalRevenueAndExpenses
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
Accounting Fees Rev And Expnss1216AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1216TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss62250ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps62250ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss63466TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps62250TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-3966ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY11674CashBOY
Cash EOY7708CashEOY
Cash EOYFMV7708CashEOYFMV
Total Assets BOY11674TotalAssetsBOY
Total Assets EOY7708TotalAssetsEOY
Total Assets EOYFMV7708TotalAssetsEOYFMV
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 BOY11674RetainedEarningsBOY
Retained Earnings EOY7708RetainedEarningsEOY
Total Net Assets BOY11674TotalNetAssetsBOY
Total Net Assets EOY7708TotalNetAssetsEOY
Total Liabilities Net Assets BOY11674TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY7708TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY11674TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-3966ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal7708Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY7708TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year152500QualifyingDistributionsYear1
Noncharitable Assets Year17058NoncharitableAssetsYear1
Distribution Ratio Year17.438368DistributionRatioYear1
Qualifying Distributions Year280390QualifyingDistributionsYear2
Noncharitable Assets Year24038NoncharitableAssetsYear2
Distribution Ratio Year219.908370DistributionRatioYear2
Qualifying Distributions Year396107QualifyingDistributionsYear3
Noncharitable Assets Year335365NoncharitableAssetsYear3
Distribution Ratio Year32.717574DistributionRatioYear3
Qualifying Distributions Year4162000QualifyingDistributionsYear4
Noncharitable Assets Year464662NoncharitableAssetsYear4
Distribution Ratio Year42.505335DistributionRatioYear4
Qualifying Distributions Year582815QualifyingDistributionsYear5
Noncharitable Assets Year556972NoncharitableAssetsYear5
Distribution Ratio Year51.453609DistributionRatioYear5
Total Distribution Ratio34.023256TotalDistributionRatio
Average Distribution Ratio6.804651AverageDistributionRatio
Net Noncharitable Assets6746NetNoncharitableAssets
Adjusted Noncharitable Assets45904AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One45904AdjNonchrtblAssetsAndOnePct
Qualifying Distributions62250QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
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 Balances6849AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets6849TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets6849AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable103CashDeemedCharitable
Net Noncharitable Assets6746NetNoncharitableAssets
Minimum Investment Return337MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return337MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj337DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded337DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted337DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions62250ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions62250QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions62250AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted337DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year579966ExcessDistriCarryoverYear5
Excess Distri Carryover Year4158767ExcessDistriCarryoverYear4
Excess Distri Carryover Year394339ExcessDistriCarryoverYear3
Excess Distri Carryover Year280188ExcessDistriCarryoverYear2
Excess Distri Carryover Year152147ExcessDistriCarryoverYear1
Total Excess Distri Carryover465407TotalExcessDistriCarryover
Qualifying Distributions62250QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year337AppliedToCurrentYear
Remaining Distri From Corpus61913RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus527320TotalCorpus
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 Year579966ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year447354ExcessDistriCyovToNextYear
Excess From Year4158767ExcessFromYear4
Excess From Year394339ExcessFromYear3
Excess From Year280188ExcessFromYear2
Excess From Year152147ExcessFromYear1
Excess From Current Year61913ExcessFromCurrentYear

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
NOTRE DAME PREPARATORY SCHOOL
815 HAMPTON LANETOWSONMD21286NONE501(C)(3)CHARITABLE PURPOSES$12,500
SAINT LOUIS CHURCH
12500 CLARKSVILLE PIKECLARKSVILLEMD21029NONE501(C)(3)CHARITABLE PURPOSES$21,500
THE UMUC FOUNDATION
3501 UNIVERSITY BOULEVARD EASTADELPHIMD20783NONE501(C)(3)CHARITABLE PURPOSES$5,000
WOODMONT ACADEMY
2000 WOODMONT DRIVECOOKSVILLEMD21723NONE501(C)(3)CHARITABLE PURPOSES$1,000
LOYOLA UNIVERSITY
4501 N CHARLES STREETBALTIMOREMD21210NONE501(C)(3)CHARITABLE PURPOSES$1,000
CATHOLIC CHARITIES OF BALTIMORE
320 CATHEDRAL STREETBALTIMOREMD21201NONE501(C)(3)CHARITABLE PURPOSES$5,000
STEVENSON UNIVERSITY
1525 GREENSPRING VALLEY ROADSTEVENSONMD21153NONE501(C)(3)CHARITABLE PURPOSES$2,000
ARCHBISHOP'S ANNUAL APPEAL
320 CATHEDRAL STREETBALTIMOREMD21201NONE501(C)(3)CHARITABLE PURPOSES$1,000
SPECIAL OLYMPICS OF MARYLAND
513 PROGRESS DRIVE SUITE PLINTHICUMMD21090NONE501(C)(3)CHARITABLE PURPOSES$250
LEBANON VALLEY COLLEGE
101 N COLLEGE AVENUEANNVILLEPA17003NONE501(C)(3)CHARITABLE PURPOSES$1,000
LOYOLA BLAKEFIELD HIGH SCHOOL
500 CHESTNUT AVENUETOWSONMD21204NONE501(C)(3)CHARITABLE PURPOSES$10,000
ROLAND PARK COUNTRY SCHOOL
5204 ROLAND AVENUEBALTIMOREMD21210NONE501(C)(3)CHARITABLE PURPOSES$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year62250TotGrantOrContriPaidDuringYear
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 COURTELDERSBURGMD217843000X
(no name)
2LAWRENCE R DIANE T RACHUBA946-A MARIMICH COURTELDERSBURGMD2178436500X
RACHUBA ASSET MANAGEMENT LLC
3946-A MARIMICH COURTELDERSBURGMD2178410000X
RACHUBA ENTERPRISES INC
4946-A MARIMICH COURTELDERSBURGMD2178410000X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,216Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.