STRATEGY STUDIO / PUBLIC DATA EXPLORER

SARA ELIZABETH STUBBLEFIELD FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SARA ELIZABETH STUBBLEFIELD FOUNDATION (EIN 45-2646136)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202413209349105666
Schema version
2023v5.1
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)
Return2024-11-15T12:06:29-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371053332PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Krehbiel & Associates LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 N 11th St PO Box 846AddressLine1Txt
CityMount VernonCityNm
State AbbreviationILStateAbbreviationCd
ZIP62864ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452646136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SARA ELIZABETH STUBBLEFIELDBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSARABusinessNameControlTxt
Phone6182371954PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 WILDWOOD DRIVEAddressLine1Txt
CityMOUNT VERNONCityNm
State AbbreviationILStateAbbreviationCd
ZIP62864ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW FLANIGANPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2024-11-15SignatureDt
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 PersonWm Brent PalmerPreparerPersonNm
PTINP01258017PTIN
Phone6182442666PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$77,292FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,686ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,958DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,958DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,958DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,265NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,420GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,265CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,265NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$21,909TotalRevAndExpnssAmt
Total Net Invst Incm$3,223TotalNetInvstIncmAmt
Total Adj Net Incm$3,223TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$6OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,006TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,903ExcessRevenueOverExpensesAmt
Net Investment Income$3,223NetInvestmentIncomeAmt
Adjusted Net Income$3,223AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,773SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,803SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,803SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$53,723OtherInvestmentsBOYAmt
Other Investments EOY$67,596OtherInvestmentsEOYAmt
Other Investments EOYFMV$70,489OtherInvestmentsEOYFMVAmt
Total Assets BOY$59,496TotalAssetsBOYAmt
Total Assets EOY$74,399TotalAssetsEOYAmt
Total Assets EOYFMV$77,292TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$59,496RetainedEarningBOYAmt
Retained Earning EOY$74,399RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$59,496TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$74,399TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$59,496TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$74,399TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$59,496TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,903ExcessRevenueOverExpensesAmt
Subtotal$74,399SubtotalAmt
Tot Net Ast Or Fund Balances EOY$74,399TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2.00 VANGUARD TOTAL STOCK MARKETP2023-01-05$380$401-$21-$21
75.000 ISHARES CORE MODERATEP2023-08-03$3,005$3,031-$26-$26
1186.06 DODGE & COX INCOMEP2023-11-22$14,422$13,853$569$569
38.00 ISHARES CORE MODERATEP2023-11-22$14,613$13,870$743$743
FieldValueIRS element (for citing)
Capital Gain Net Income$1,265CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,265NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45InvestmentIncomeExciseTaxAmt
Subtotal$45SubtotalAmt
Tax Based On Investment Income$45TaxBasedOnInvestmentIncomeAmt
Tax Due$45TaxDueAmt
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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
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 Line1RICHARD STUBBLEFIELDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6182141954PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125 WILDWOOD DRIVEAddressLine1Txt
CityMOUNT VERNONCityNm
State AbbreviationILStateAbbreviationCd
ZIP62864ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MATTHEW FLANIGAN
PO BOX 4007MTVERNONIL62864Secretary0.00$0
JENNIFER LOBENHOFER
2726 KNIGHTSBRIDGE AVETHOUSAND OAKSCA91362President0.00$0
RICHARD STUBBLEFIELD
25 WILDWOODMTVERNONIL62864Treasurer0.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$45TaxBasedOnInvestmentIncomeAmt
Total Tax$45TotalTaxAmt
Distributable Before Adj$45DistributableBeforeAdjAmt
Distributable Before Ded$45DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,000ExpensesAndContributionsAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$8,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$36,000TotalExcessDistributionCyovAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$7,000RemainingDistriFromCorpusAmt
Total Corpus$43,000TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$35,000ExcessDistriCyovToNextYrAmt
Excess From Year4$8,000ExcessFromYear4Amt
Excess From Year3$8,000ExcessFromYear3Amt
Excess From Year2$8,000ExcessFromYear2Amt
Excess From Year1$4,000ExcessFromYear1Amt
Excess From Current Year$7,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD STUBBLEFIELDContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE SARA ELIZABETH STUBBLEFIELD FOURecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1108 S 9TH ST PO BOX 4007AddressLine1Txt
CityMT VERNONCityNm
State AbbreviationILStateAbbreviationCd
ZIP62864ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6182423310RecipientPhoneNum
Form And Info And MaterialsSCHOLARSHIP APPLICATION PROVIDED BY FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPRIL 30SubmissionDeadlinesTxt
Restrictions On AwardsAPPLICANT MUST BE A COLLEGE-BOUND OR VOCATIONAL/TECHNICAL SCHOOL-BOUND SENIOR RESIDING IN THE STATE OF ILLINIOS. PREVIOUS RECIPIENTS CURRENTLY ENROLLED AND IN GOOD ACADEMIC STANDING IN AN INSTITUITON OF HIGHER EDUCATION MAY ALSO REAPPLY. ANY APPLICANT MUST HAVE EPILEPSY AND BE UNDER A PHYSICIAN'S CARE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Anu Patel
6453 N Washtenaw Ave FL 1ChicagoIL60645NONEActiveCollege Scholarship$1,000
Lucus Sluder
1601 North Prairie StTuscolaIL61953NONEACTIVECollege Scholarship$1,000
Nicholas Hemken
125 Meridian Oaks DriveGlen CarbonIL62025NONEACTIVECollege Scholarship$2,000
Devin Mulcrone
334 Donnelley PlaceVernon HillsIL60061NONEACTIVECollege Scholarship$2,000
Alek Trojanowski
1501 Boulder Bluff LaneAlgonquinIL60102NONEActiveCollege Scholarship$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,958RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,265RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,223RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,223TotalIncomeProducingActyAmt

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 Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAdvisory FeesDesc
Revenue And Expenses Per Books$6RevenueAndExpensesPerBooksAmt