STRATEGY STUDIO / PUBLIC DATA EXPLORER

CATHERINE F & JAMES H STENTZEL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CATHERINE F & JAMES H STENTZEL FOUNDATION (EIN 41-2113501)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-23
IRS object ID
202311439349100106
Schema version
2022v5.0
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)
Return2023-05-23T09:40:46-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412113501EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CATHERIN 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
Signature2023-05-10SignatureDt
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
Preparation2023-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$354,630FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$34,825ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,924DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,924DividendsNetInvstIncmAmt
Total Rev And Expnss$40,749TotalRevAndExpnssAmt
Total Net Invst Incm$5,924TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$895AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$895AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$995TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$995TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$120,995TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$995TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$120,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$80,246ExcessRevenueOverExpensesAmt
Net Investment Income$4,929NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$452,721CorporateStockBOYAmt
Corporate Stock EOY$372,624CorporateStockEOYAmt
Corporate Stock EOYFMV$354,630CorporateStockEOYFMVAmt
Total Assets BOY$452,721TotalAssetsBOYAmt
Total Assets EOY$372,624TotalAssetsEOYAmt
Total Assets EOYFMV$354,630TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$452,721RetainedEarningBOYAmt
Retained Earning EOY$372,624RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$452,721TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$372,624TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$452,721TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$372,624TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$452,721TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$80,246ExcessRevenueOverExpensesAmt
Other Increases$149OtherIncreasesAmt
Subtotal$372,624SubtotalAmt
Tot Net Ast Or Fund Balances EOY$372,624TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$69InvestmentIncomeExciseTaxAmt
Subtotal$69SubtotalAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Tax Due$69TaxDueAmt

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 CIRCLESHEPHERDSTOWNWV25443TRUSTEE5.00$0$0$0
JAMES H STENTZEL
20 SHEPHERD VILLAGE CIRCLESHEPHERDSTOWNWV25443TRUSTEE5.00$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$406,176AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$406,176TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$406,176AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,093CashDeemedCharitableAmt
Net Vl Noncharitable Assets$400,083NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,004MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,004MinimumInvestmentReturnAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Total Tax$69TotalTaxAmt
Distributable Before Adj$19,935DistributableBeforeAdjAmt
Distributable Before Ded$19,935DistributableBeforeDedAmt
Distributable As Adjusted$19,935DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$120,000ExpensesAndContributionsAmt
Qualifying Distributions$120,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,935DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$31,200ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$54,368ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$72,392ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$145,765ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$65,945ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$369,670TotalExcessDistributionCyovAmt
Qualifying Distributions$120,000QualifyingDistributionsAmt
Applied To Current Year$19,935AppliedToCurrentYearAmt
Remaining Distri From Corpus$100,065RemainingDistriFromCorpusAmt
Total Corpus$469,735TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$31,200ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$438,535ExcessDistriCyovToNextYrAmt
Excess From Year4$54,368ExcessFromYear4Amt
Excess From Year3$72,392ExcessFromYear3Amt
Excess From Year2$145,765ExcessFromYear2Amt
Excess From Year1$65,945ExcessFromYear1Amt
Excess From Current Year$100,065ExcessFromCurrentYearAmt

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 PurposeGrantOrContributionPurposeTxtAmtAmt
EDGEHILL NEIGHBORHOOD PARTNERSHIP
1502 EDGEHILL AVENUENASHVILLETN37212SOCIAL JUSTICE$5,000
EQUALITY FLORIDA INSTITUTE
PO BOX 13184TAMPAFL33622SOCIAL JUSTICE$40,000
LAUREL SCHOOL
1 LYMAN CIRCLESHAKER HEIGHTSOH44122EDUCATION$5,000
UNION THEOLOGICAL SEMINARY
3041 BROADWAYNEW YORKNY10027SOCIAL JUSTICE GRANT$30,000
FAIRNESS WEST VIRGINIA INSTITUTE
405 CAPITOL ST 405CHARLESTONWV25301SOCIAL JUSTICE$25,000
BELOVED BUILDERS
35 PARK STFLORENCEMA01062EDUCATION$10,000
FRIENDS OF SILENCE
120 JUBILEE LNHARPERS FERRYWV25425EDUCATION$2,000
ST AGNES CATHOLIC CHURCH
200 S DUKE STSHEPHERDSTOWNWV25443EDUCATION$2,000
FRIENDS OF KC
4741 CENTRAL ST 348KANSAS CITYMO64108RESUCE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,924ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,924ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,924TotalIncomeProducingActyAmt

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$372,624EOYBookValueAmt
EOYFMV$354,630EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FILING FEES$100$100

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJDesc
Amt$149Amt