BETA

ROBERT W STUBBS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROBERT W STUBBS FOUNDATION (EIN 43-1304452)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-03-15
IRS object ID
202640749349100004
Schema version
2024v5.2
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)
Return2026-03-15T09:14:37-07:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352536842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WMC Tax Services LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 E Bethany Home RdAddressLine1Txt
CityPhoenixCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85014ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431304452EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSE M & ROBERT W STUBBS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROSEBusinessNameControlTxt
Phone6022341040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1735 OCEAN CLUB DRIVE 5TH FLAddressLine1Txt
CityAMELIA ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS J ROSS JRPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2026-03-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJason M MunkMAccCPAPreparerPersonNm
PTINP00545610PTIN
Phone6022341040PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,276,254FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$40InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$40InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$50,209DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,209DividendsNetInvstIncmAmt
Total Rev And Expnss$50,249TotalRevAndExpnssAmt
Total Net Invst Incm$50,249TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$585OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$585OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,675TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,260TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$585TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$103,210TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$585TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,961ExcessRevenueOverExpensesAmt
Net Investment Income$49,664NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$399,984CashBOYAmt
Cash EOY$347,024CashEOYAmt
Cash EOYFMV$347,024CashEOYFMVAmt
Corporate Stock BOY$444,049CorporateStockBOYAmt
Corporate Stock EOY$444,049CorporateStockEOYAmt
Corporate Stock EOYFMV$1,929,230CorporateStockEOYFMVAmt
Total Assets BOY$844,033TotalAssetsBOYAmt
Total Assets EOY$791,073TotalAssetsEOYAmt
Total Assets EOYFMV$2,276,254TotalAssetsEOYFMVAmt
Accounts Payable BOY$6,712AccountsPayableBOYAmt
Accounts Payable EOY$6,712AccountsPayableEOYAmt
Total Liabilities BOY$6,712TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,712TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$837,321RetainedEarningBOYAmt
Retained Earning EOY$784,361RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$837,321TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$784,361TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$844,033TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$791,073TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$837,321TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,961ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$784,361SubtotalAmt
Tot Net Ast Or Fund Balances EOY$784,361TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$690InvestmentIncomeExciseTaxAmt
Subtotal$690SubtotalAmt
Tax Based On Investment Income$690TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$498EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$498TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$5EsPenaltyAmt
Tax Due$197TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
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 StateMOOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JASON M MUNKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6022341040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11301 E BETHANY HOME RDAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85014ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROSE MARIE STUBBS
735 OCEAN CLUB DR 5TH FLAMELIA ISLANDFL32034President0.50$0
THOMAS J ROSS JR
233 SOUTH STREETMORRISTOWNNJ07960Vice President0.50$0
CHARITY M STUBBS-GUZOFSKI
32 GRAMERCY PARK SOUTH APT 5JNEW YORKNY10003Treasurer0.50$0
JASON M MUNK
1301 E BETHANY HOME RDPHOENIXAZ85014Secretary0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,020,794AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$363,497AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,384,291TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,384,291AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,764CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,348,527NetVlNoncharitableAssetsAmt
Minimum Investment Return$117,426MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$117,426MinimumInvestmentReturnAmt
Tax Based On Investment Income$690TaxBasedOnInvestmentIncomeAmt
Total Tax$690TotalTaxAmt
Distributable Before Adj$116,736DistributableBeforeAdjAmt
Distributable Before Ded$116,736DistributableBeforeDedAmt
Distributable As Adjusted$116,736DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,950ExpensesAndContributionsAmt
Qualifying Distributions$100,950QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$116,736DistributableAsAdjustedAmt
Undistributed Income PY$21,627UndistributedIncomePYAmt
Qualifying Distributions$100,950QualifyingDistributionsAmt
Applied To Year1$21,627AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$79,323AppliedToCurrentYearAmt
Undistributed Income CY$37,413UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAPTIVE SPORTS FOUNDATION
PO BOX 266 100 SILVERMAN WAYWINDHAMNY12496NONEPCGENERAL$19,900
CHURCH OF THE NATIVITY
20 EAST RIDGELY ROADTIMONIUMMD21093NONEPCGENERAL$8,500
PATHFINDER VILLAGE FOUNDATION
3 CHENANGO ROADEDMESTONNY13335NONEPCGENERAL$15,600
ST THERESAS CHURCH
120 MONROE AVENUECRESSKILLNJ07626NONEPCGENERAL$1,200
BOYS & GIRLS CLUBS OF NASSAU COUNTY FNDN
PO BOX 16003FERNANDINA BEACHFL32035NonePCGENERAL$1,000
HEALTH WAGON
PO BOX 7070WISEVA24293NonePCGENERAL$1,000
MAYO CLINIC
200 1ST STREET SWROCHESTERMN55905NonePCGENERAL$2,000
PLAY FOR PINK INC
175 EAST 74TH ST 17BNEW YORKNY10021NonePCGENERAL$1,000
ROUNDABOUT THEATRE CO INC
231 W 39TH ST STE 1200NEW YORKNY10018NonePCGENERAL$20,000
SALVATION ARMY
328 N OCEAN STJACKSONVILLEFL32202NonePCGENERAL$4,000
THE VALLEY HOSPITAL FOUNDATION INC
223 N VAN DIEN AVERIDGEWOODNJ07450NonePCGENERAL$1,000
WINDHAM FOUNDATION OF NEW YORK INC
48 WALL STREET 30TH FLNEW YORKNY10005NonePCGENERAL$10,000
AMELIA ISLAND PLANTATION FOUNDATION INC
5542 FIRST COAST HIGHWAYAMELIA ISLANDFL32034NonePCGENERAL$500
AMELIA ISLAND CHAMBER MUSIC FESTIVA
1405 PARK AVE STE 101FERNANDINA BEACHFL32034NONEPCGENERAL$500
RIDGEWOOD LIBRARY PUBLIC FOUNDATION
125 N MAPLE AVERIDGEWOODNJ07450NONEPCGENERAL$500
MAIN STREET COMMUNITY CENTER
5494 STATE ROUTE 23WINDHAMNY12498NONEPCGENERAL$400
NASSAU COUNTY COUNCIL ON AGING INC
1901 ISLAND WALK WAYFERNANDINA BEACHFL32034NONEPCGENERAL$500
STORY SONG CENTER FOR ARTS CULTURE
1430 PARK AVENUEFERNANDINA BEACHFL32034NONEPCGENERAL$1,000
THE VALLEY HOSPITAL AUXILLARY
223 NORTH VAN DIEN AVENUERIDGEWOODNJ07450NONEPCGENERAL$10,400
AMELIA ISLAND CHARITY GROUP
PO BOX 15698SAN FERANANDO BEACHFL32034NONEPCGENERAL$300
THE KELLY S BRUSH FOUNDATION
3 MAIN STREET 105BURLINGTONVT05401NONEPCGENERAL$250
NAVY SEAL FOUNDATION
1619 D STREET BLDG 5326VIGINIA BEACHVA23459NONEPCGENERAL$1,400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,950TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,209ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$50,249ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,249TotalIncomeProducingActyAmt

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

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$1Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryREGISTERED AGENT FEESCategoryTxt
Amt$585Amt
Net Investment Income$585NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON NET INVESTMENT INCOMECategoryTxt
Amt$1,675Amt

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