SARA ELIZABETH STUBBLEFIELD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SARA ELIZABETH STUBBLEFIELD FOUNDATION (EIN 45-2646136)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-26
- IRS object ID
- 202501779349100305
- Schema version
- 2024v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-26T07:41:30-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371053332 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Krehbiel & Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 N 11th St PO Box 846 | AddressLine1Txt |
| City | Mount Vernon | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62864 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452646136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SARA ELIZABETH STUBBLEFIELD | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 6182371954 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WILDWOOD DRIVE | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62864 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW FLANIGAN | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2025-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wm Brent Palmer | PreparerPersonNm |
| PTIN | P01258017 | PTIN |
| Phone | 6182442666 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $142,461 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $62,401 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,886 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,886 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,886 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $70,287 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,886 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,886 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $45 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $124 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $169 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $64,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,886 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,886 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,803 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,371 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $67,596 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $134,146 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $138,090 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $74,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,517 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $142,461 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $74,399 | RetainedEarningBOYAmt |
| Retained Earning EOY | $138,517 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $138,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $138,517 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $64,118 | ExcessRevenueOverExpensesAmt |
| Subtotal | $138,517 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $138,517 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $110 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $110 | SubtotalAmt |
| Tax Based On Investment Income | $110 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Tax Due | $10 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD STUBBLEFIELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6182141954 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WILDWOOD DRIVE | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62864 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MATTHEW FLANIGAN | ||||||
| PO BOX 4007 | MTVERNON | IL | 62864 | Secretary | 0.00 | $0 |
| JENNIFER LOBENHOFER | ||||||
| 2726 KNIGHTSBRIDGE AVE | THOUSAND OAKS | CA | 91362 | President | 0.00 | $0 |
| RICHARD STUBBLEFIELD | ||||||
| 25 WILDWOOD | MTVERNON | IL | 62864 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $110 | TotalTaxAmt |
| Distributable Before Adj | $110 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $110 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $6,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $41,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,000 | ExcessFromYear4Amt |
| Excess From Year3 | $8,000 | ExcessFromYear3Amt |
| Excess From Year2 | $4,000 | ExcessFromYear2Amt |
| Excess From Year1 | $7,000 | ExcessFromYear1Amt |
| Excess From Current Year | $6,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD STUBBLEFIELD | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE SARA ELIZABETH STUBBLEFIELD FOU | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 S 9TH ST PO BOX 4007 | AddressLine1Txt |
| City | MT VERNON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62864 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6182423310 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICATION PROVIDED BY FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICANT 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Joseph Cosentino | |||||||
| 2998 Larrabee Drive | Geneva | IL | 60134 | NONE | Active | College Scholarship | $1,000 |
| Calla Litteken | |||||||
| 179 Sugarmill Rd | Troy | IL | 62294 | NONE | ACTIVE | College Scholarship | $1,000 |
| Devin Mulcrone | |||||||
| 334 Donnelley Place | Vernon Hills | IL | 60061 | NONE | ACTIVE | College Scholarship | $2,000 |
| Alek Trojanowski | |||||||
| 1501 Boulder Bluff Lane | Algonquin | IL | 60102 | NONE | Active | College Scholarship | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,886 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,886 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,886 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RICHARD STUBBLEFIELD | ||||||
| 1 | 25 WILDWOOD | MTVERNON | IL | 62864 | $48,220 | Yes (X) |
| CHARLENE HASKETT | ||||||
| 2 | BOB WHITE APARTMENTS | SALEM | IL | 62881 | $10,000 | Yes (X) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Advisory Fees | $9 |
| ILLINOIS FILING FEE | $115 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal income tax | CategoryTxt |
| Amt | $45 | Amt |