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CHARLES J KUBICKI FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CHARLES J KUBICKI FOUNDATION (EIN 26-3180205)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201411349349102336
Schema version
2013v3.0
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)
Return2014-05-14T14:38:08-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1537 E PETE ROSE WAY SUITE 200AddressLine1
CityCINCINNATICity
StateOHState
ZIP Code45202ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263180205EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES J KUBICKI FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone5136770060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17175 EAST KEMPER ROADAddressLine1
CityCINCINNATICity
StateOHState
ZIP Code45249ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHANCE TRUEMPERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5136770060PhoneNum
Signature2014-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELANIE J PREVOST CPAPreparerPersonNm
PTINP00544921PTIN
Phone5135958800PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$217FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,000ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,640TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,640TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,640TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,640TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,610ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,610ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,250TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$14,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$250ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$467CashBOYAmt
Cash EOY$217CashEOYAmt
Cash EOYFMV$217CashEOYFMVAmt
Total Assets BOY$467TotalAssetsBOYAmt
Total Assets EOY$217TotalAssetsEOYAmt
Total Assets EOYFMV$217TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$467UnrestrictedBOYAmt
Unrestricted EOY$217UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$467TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$217TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$467TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$217TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$467TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$250ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$217SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$217TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,756AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$12,330AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$16,150AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,710NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.663234DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,950AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$5,992AdjustedQlfyDistriYr5Amt
Total Distribution1.663234TotalDistributionRt
Average Distribution0.332647AverageDistributionRt
Net Vl Noncharitable Assets$255NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$85AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$85AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHANCE TRUEMPERIndividualWithBooksNm
Phone5136770060PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17175 EAST KEMPER ROADAddressLine1
CityCINCINNATICity
StateOHState
ZIP Code45249ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHANCE TRUEMPER
7175 EAST KEMPER ROADCINCINNATIOH45249PRESIDENT0.50$0$0$0
JOHN CULLEN
7175 EAST KEMPER ROADCINCINNATIOH45249TREASURER0.50$0$0$0
ROBBY CROSWELL
7175 EAST KEMPER ROADCINCINNATIOH45249SECRETARY0.50$0$0$0
JEREMY RIDDLE
7175 EAST KEMPER ROADCINCINNATIOH45249DIRECTOR0.50$0$0$0
CHARLES J KUBICKI JR
7175 EAST KEMPER ROADCINCINNATIOH45249DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$259AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$259TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$259AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4CashDeemedCharitableAmt
Net Vl Noncharitable Assets$255NetVlNoncharitableAssetsAmt
Minimum Investment Return$13MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$13DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,854ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$41,415ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,664ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,330ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,756ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$85,019TotalExcessDistributionCyovAmt
Qualifying Distributions$14,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,237RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$99,256TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,854ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$93,402ExcessDistriCyovToNextYrAmt
Excess From Year4$41,415ExcessFromYear4Amt
Excess From Year3$15,664ExcessFromYear3Amt
Excess From Year2$12,330ExcessFromYear2Amt
Excess From Year1$9,756ExcessFromYear1Amt
Excess From Current Year$14,237ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHARLES J KUBICKI FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17175 EAST KEMPER ROADAddressLine1
CityCINCINNATICity
StateOHState
ZIP Code45249ZIPCode
FieldValueIRS element (for citing)
Recipient Phone5136770060RecipientPhoneNum
Form And Info And MaterialsCOMPLETE AND SUBMIT FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
JUNIOR ACHIEVEMENT OF SARASOTA COUNTY
5319 PAYLOR LANE SUITE 400SARASOTAFL34240NONEPCBUSINESS EDUCATION$2,000
SPRINGER SCHOOL AND CENTER
2121 MADISON ROADCINCINNATIOH45208NONEPCEDUCATION OF CHILDREN$3,000
MILFORD SCHOOLS FOUNDATION
777 GARFIELD AVENUEMILFORDOH45150NONEPCENHANCE EDUCATION$250
ARINGTON FOUNDATION
6125 COMMERCE COURTMASONOH45040NONEPFPOSITIVELY INFLUENCE THE VALUE SYSTEMS OF YOUTH THROUGH MEDIA, SPORT AND EDUCATION$3,860
SPINA BFIDA ASSOCIATION OF CINCINNATI
5 COLONEL WATSON DRIVENEW RICHMONDOH45157NONEPCMEDICAL RESEARCH$500
ERIC KINANE ADDICTION PREVENTION FUND
C/O FIRST FINANCIAL BANK 7470 SMASONOH45040NONEPCADDICTION PREVENTION$1,000MASON MONTGOMERY ROAD
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,610TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CJK LLC CHARLES J KUBICKI
180 LIGHTHOUSE POINT DRIVELONGBOAT KEYFL34228$6,500Yes (X)
MARY KUBICKI
280 LIGHTHOUSE POINT DRIVELONGBOAT KEYFL34228$7,500Yes (X)