STRATEGY STUDIO / PUBLIC DATA EXPLORER

SARA ELIZABETH STUBBLEFIELD FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SARA ELIZABETH STUBBLEFIELD FOUNDATION (EIN 45-2646136)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813209349100301
Schema version
2017v2.2
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)
Return2018-11-15T21:37:46-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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
ZIP628640017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Phone6182441510PhoneNum

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
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWm Brent PalmerPreparerPersonNm
PTINP01258017PTIN
Phone6182442666PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,939ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$671DividendsRevAndExpnssAmt
Dividends Net Invst Incm$671DividendsNetInvstIncmAmt
Dividends Adj Net Incm$671DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$316NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,667GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$316CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,926TotalRevAndExpnssAmt
Total Net Invst Incm$987TotalNetInvstIncmAmt
Total Adj Net Incm$671TotalAdjNetIncmAmt
Taxes Rev And Expnss$14TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$334OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$348TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,348TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,578ExcessRevenueOverExpensesAmt
Net Investment Income$987NetInvestmentIncomeAmt
Adjusted Net Income$671AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,201SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,433SavAndTempCashInvstEOYAmt
Other Investments BOY$28,749OtherInvestmentsBOYAmt
Other Investments EOY$27,095OtherInvestmentsEOYAmt
Total Assets BOY$29,950TotalAssetsBOYAmt
Total Assets EOY$31,528TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$29,950RetainedEarningBOYAmt
Retained Earning EOY$31,528RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,950TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,528TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,950TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,528TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,950TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,578ExcessRevenueOverExpensesAmt
Subtotal$31,528SubtotalAmt
Tot Net Ast Or Fund Balances EOY$31,528TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Wells FargoP2013-01-012017-01-17$206$226-$20-$20
LPL FinancialP2013-01-012017-01-17$2,000$2,125-$125-$125
Capital Gain Dividends$461
FieldValueIRS element (for citing)
Capital Gain Net Income$316CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20InvestmentIncomeExciseTaxAmt
Subtotal$20SubtotalAmt
Tax Based On Investment Income$20TaxBasedOnInvestmentIncomeAmt
Tax Due$20TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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)
Phone6182441510PhoneNum

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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$20TaxBasedOnInvestmentIncomeAmt
Total Tax$20TotalTaxAmt
Distributable Before Adj$20DistributableBeforeAdjAmt
Distributable Before Ded$20DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,000ExpensesAndContributionsAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,000TotalExcessDistributionCyovAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$8,000RemainingDistriFromCorpusAmt
Total Corpus$36,000TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$34,000ExcessDistriCyovToNextYrAmt
Excess From Year4$4,000ExcessFromYear4Amt
Excess From Year3$6,000ExcessFromYear3Amt
Excess From Year2$8,000ExcessFromYear2Amt
Excess From Year1$8,000ExcessFromYear1Amt
Excess From Current Year$8,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJENNIFER LOBENHOFERContributingManagerNm
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 (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Lindsey Moore
120 Tarble RoadMarshallIL62441NONEActiveCollege Scholarship$2,000
Sam Michelhaugh
3013 Country Side LaneFreeportIL62132NONEActiveCollege Scholarship$2,000
Alex Houston
ON698 Brandon BlvdWinfieldIL60190NONEActiveCollege Scholarship$2,000
Jessica Deitz Young
2502 Crimson LaneChampaignIL61822NONEACTIVECollege Scholarship$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$671RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$461UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm-$145RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$461UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$526RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$987TotalIncomeProducingActyAmt

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 (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Advisory Fees$319
IL filing fee$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal income taxCategoryTxt
Amt$14Amt