STRATEGY STUDIO / PUBLIC DATA EXPLORER

CATHERINE F & JAMES H STENTZEL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CATHERINE F & JAMES H STENTZEL FOUNDATION (EIN 41-2113501)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-22
IRS object ID
202422049349100267
Schema version
2023v5.0
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)
Return2024-07-22T14:59:42-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341197246PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEVRIES TRIFILETTI & LOY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line124803 DETROIT RD STE 4AddressLine1Txt
CityWESTLAKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44145ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412113501EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CATHERINE F & JAMES H STENTZELBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCATHBusinessNameControlTxt
Phone3053042304PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 SHEPHERD VILLAGE CIRCLEAddressLine1Txt
CitySHEPHERDSTOWNCityNm
State AbbreviationWVStateAbbreviationCd
ZIP254431832ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHERINE F STENTZELPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3053042304PhoneNum
Signature2024-07-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCATHERINEPersonFirstNm
Person LastSTENTZELPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A TRIFILETTIPreparerPersonNm
PTINP00021539PTIN
Phone4408359450PhoneNum
Preparation2024-07-22PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$309,596FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$74,790ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$14,643DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,643DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$77,430NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$120,194GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$77,430CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$166,863TotalRevAndExpnssAmt
Total Net Invst Incm$92,073TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$895AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$895AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$234OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$234OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,129TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,129TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$180,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$180,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$181,529TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,129TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$180,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,666ExcessRevenueOverExpensesAmt
Net Investment Income$90,944NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$372,624CorporateStockBOYAmt
Corporate Stock EOY$357,958CorporateStockEOYAmt
Corporate Stock EOYFMV$309,596CorporateStockEOYFMVAmt
Total Assets BOY$372,624TotalAssetsBOYAmt
Total Assets EOY$357,958TotalAssetsEOYAmt
Total Assets EOYFMV$309,596TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$372,624RetainedEarningBOYAmt
Retained Earning EOY$357,958RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$372,624TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$357,958TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$372,624TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$357,958TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$372,624TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,666ExcessRevenueOverExpensesAmt
Subtotal$357,958SubtotalAmt
Tot Net Ast Or Fund Balances EOY$357,958TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVANGUARD LONG TERM EPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$120,194GrossSalesPriceAmt
Cost Or Other Basis$42,764CostOrOtherBasisAmt
Gain Or Loss$77,430GainOrLossAmt
Gains Minus Excess Or Losses$77,430GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$77,430CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,264InvestmentIncomeExciseTaxAmt
Subtotal$1,264SubtotalAmt
Tax Based On Investment Income$1,264TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$4EsPenaltyAmt
Tax Due$1,268TaxDueAmt

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 StateOHOrgReportOrRegisterStateCd
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
Individual With BooksDEVRIES TRIFILETTI LOY CPAIndividualWithBooksNm
Phone4408359450PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line124803 DETROIT ROAD SUITE 4AddressLine1Txt
CityWESTLAKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44145ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CATHERINE F STENTZEL
20 SHEPHERD VILLAGE CIRCLESHEPHERDSTOWNWV25443TRUSTEE000.00$0$0$0
JAMES H STENTZEL
20 SHEPHERD VILLAGE CIRCLESHEPHERDSTOWNWV25443TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$332,113AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$332,113TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$332,113AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,982CashDeemedCharitableAmt
Net Vl Noncharitable Assets$327,131NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,357MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,357MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,264TaxBasedOnInvestmentIncomeAmt
Total Tax$1,264TotalTaxAmt
Distributable Before Adj$15,093DistributableBeforeAdjAmt
Distributable Before Ded$15,093DistributableBeforeDedAmt
Distributable As Adjusted$15,093DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$180,400ExpensesAndContributionsAmt
Qualifying Distributions$180,400QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,093DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$54,368ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$72,392ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$145,765ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$65,945ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$100,065ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$438,535TotalExcessDistributionCyovAmt
Qualifying Distributions$180,400QualifyingDistributionsAmt
Applied To Current Year$15,093AppliedToCurrentYearAmt
Remaining Distri From Corpus$165,307RemainingDistriFromCorpusAmt
Total Corpus$603,842TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$54,368ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$549,474ExcessDistriCyovToNextYrAmt
Excess From Year4$72,392ExcessFromYear4Amt
Excess From Year3$145,765ExcessFromYear3Amt
Excess From Year2$65,945ExcessFromYear2Amt
Excess From Year1$100,065ExcessFromYear1Amt
Excess From Current Year$165,307ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJIM AND CATHY STENTZELContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCATHERINE F STENTZELRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line120 SHEPHERD VILLAGE CIRCLEAddressLine1Txt
CitySHEPHERDSTOWNCityNm
State AbbreviationWVStateAbbreviationCd
ZIP25443ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3053042304RecipientPhoneNum
Form And Info And MaterialsLETTER DESCRIPTION OF REQUEST WITH COPY OF 501(C)(3) EXEMPTION LETTER.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHE CATHERINE F. AND JAMES H. STENTZEL FOUNDATION IS A PRIVATE FAMILY FOUNDATION ESTABLISHED JANUARY 1, 2004, TO SUPPORT CHARITABLE, TAX-EXEMPT ORGANIZATIONS WORKING FOR THE BETTERMENT OF HUMANITY THROUGH RELIGION, EDUCATION, COMMUNICATIONS, THE ARTS, ADVOCACY FOR SOCIAL JUSTICE, AND EFFORTS FOR WORLD PEACE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
EQUALITY FLORIDA INSTITUTE
PO BOX 13184ST PETERSBURGFL33733SOCIAL JUSTICE$50,000
UNION THEOLOGICAL SEMINARY
3041 BROADWAYNEW YORKNY10027SOCIAL JUSTICE GRANT$25,000
FAIRNESS WEST VIRGINIA INSTITUTE
405 CAPITOL ST 405CHARLESTONWV25301SOCIAL JUSTICE$30,000
BELOVED BUILDERS
35 PARK STFLORENCEMA01062EDUCATION$20,000
FRIENDS OF SILENCE
120 JUBILEE LNHARPERS FERRYWV25425EDUCATION$2,400
ROLLING RIDGE CONSERVANCY
671 FLOC WAYHARPERS FERRYWV25425SOCIAL JUSTICE$10,000
INSPIRE EQUITY
PO BOX 2853FAIRFAXVA22031SOCIAL JUSTICE$6,000
ACLU FOUNDATION OF FLORIDA
4343 W FLAGER STMIAMIFL33134SOCIAL JUSTICE$20,000SUITE 400
FAIRNESS PENNSYLVANIA INSTITUTE
600 N SECOND STREETHARRISBURGPA17108SOCIAL JUSTICE$17,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$180,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,643ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$77,430ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$92,073ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,073TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$895Amt
Net Investment Income$895NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD FEDERAL MONEY MARKET FUNDStockNm
EOY Book Value$357,958EOYBookValueAmt
EOYFMV$309,596EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FILING FEES$100$100
US FEES$69$69
OH FEES$25$25
MISCELLANEOUS EXPENSE$40$40