SARA ELIZABETH STUBBLEFIELD FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: SARA ELIZABETH STUBBLEFIELD FOUNDATION (EIN 45-2646136)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-10
IRS object ID: 201713149349100626
Schema version: 2016v3.0
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
Form 990-PF
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-10T14:38:36-08:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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	628640017	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-01-01	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	6182441510	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	2017-11-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

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	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$28,327	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	$4,196	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$720	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$720	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$720	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$236	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$5,102	GrossSalesPriceAmt
Total Rev And Expnss	$4,680	TotalRevAndExpnssAmt
Total Net Invst Incm	$720	TotalNetInvstIncmAmt
Total Adj Net Incm	$720	TotalAdjNetIncmAmt
Taxes Rev And Expnss	$31	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$467	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$498	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$8,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$8,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$8,498	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$8,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$3,818	ExcessRevenueOverExpensesAmt
Net Investment Income	$720	NetInvestmentIncomeAmt
Adjusted Net Income	$720	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOYFMV	$1,201	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$401	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,201	SavAndTempCashInvstEOYAmt
Other Investments BOY	$33,368	OtherInvestmentsBOYAmt
Other Investments EOY	$28,749	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$27,126	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$33,769	TotalAssetsBOYAmt
Total Assets EOY	$29,950	TotalAssetsEOYAmt
Total Assets EOYFMV	$28,327	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$1	OtherLiabilitiesBOYAmt
Total Liabilities BOY	$1	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$33,768	RetainedEarningBOYAmt
Retained Earning EOY	$29,950	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$33,768	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$29,950	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$33,769	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$29,950	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$33,768	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$3,818	ExcessRevenueOverExpensesAmt
Subtotal	$29,950	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$29,950	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Wells Fargo	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2013-01-01	AcquiredDt
Sold	2016-01-11	SoldDt
Gross Sales Price	$5,102	GrossSalesPriceAmt
Cost Or Other Basis	$5,338	CostOrOtherBasisAmt
Gain Or Loss	-$236	GainOrLossAmt
Gains Minus Excess Or Losses	-$236	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$236	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$14	InvestmentIncomeExciseTaxAmt
Subtotal	$14	SubtotalAmt
Tax Based On Investment Income	$14	TaxBasedOnInvestmentIncomeAmt
Tax Due	$14	TaxDueAmt

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
Form990 T Filed	false	Form990TFiledInd
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	6182441510	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
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

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	$14	TaxBasedOnInvestmentIncomeAmt
Total Tax	$14	TotalTaxAmt
Distributable Before Adj	$14	DistributableBeforeAdjAmt
Distributable Before Ded	$14	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

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

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$2,000	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$4,000	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$6,000	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$8,000	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$20,000	TotalExcessDistributionCyovAmt
Qualifying Distributions	$8,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$8,000	RemainingDistriFromCorpusAmt
Total Corpus	$28,000	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$28,000	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,000	ExcessFromYear4Amt
Excess From Year3	$4,000	ExcessFromYear3Amt
Excess From Year2	$6,000	ExcessFromYear2Amt
Excess From Year1	$8,000	ExcessFromYear1Amt
Excess From Current Year	$8,000	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JENNIFER LOBENHOFER	ContributingManagerNm
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
John Shearer
1925 Madison Ave	Gurnee	IL	60031	NONE	Active	College Scholarship	$2,000
Sam Michelhaugh
3013 Country Side Lane	Freeport	IL	62132	NONE	Active	College Scholarship	$2,000
Alex Houston
ON698 Brandon Blvd	Winfield	IL	60190	NONE	Active	College Scholarship	$2,000
Jessica Deitz Young
2502 Crimson Lane	Champaign	IL	61822	NONE	ACTIVE	College Scholarship	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$8,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$720	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$236	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$484	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$484	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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Advisory Fees	$452
IL filing fee	$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	federal income tax	CategoryTxt
Amt	$31	Amt