CHARLES J KUBICKI FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES J KUBICKI FOUNDATION (EIN 26-3180205)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201301349349100485
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T08:30:42-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COONEY FAULKNER & STEVENS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3536 EDWARDS ROAD STE 201 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263180205 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES J KUBICKI FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 5136770060 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7175 EAST KEMPER ROAD | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45249 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHANCE TRUEMPER | Name |
| Title | DIRECTOR | Title |
| Phone | 5136770060 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRYSTAL L FAULKNER | Name |
| Phone | 5137686796 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 467 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6806 | ContriReceivedRevAndExpnss |
| Total Revenue And Expenses | 6806 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1259 | AccountingFeesRevAndExpnss |
| Other Expenses Rev And Expnss | 43 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1302 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 9756 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 9756 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 11058 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 9756 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4252 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4470 | CashBOY |
| Cash EOY | 467 | CashEOY |
| Cash EOYFMV | 467 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 249 | SavingsAndTempCashInvstBOY |
| Total Assets BOY | 4719 | TotalAssetsBOY |
| Total Assets EOY | 467 | TotalAssetsEOY |
| Total Assets EOYFMV | 467 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 4719 | UnrestrictedBOY |
| Unrestricted EOY | 467 | UnrestrictedEOY |
| Total Net Assets BOY | 4719 | TotalNetAssetsBOY |
| Total Net Assets EOY | 467 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4719 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 467 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4719 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4252 | ExcessOfRevenueOverExpenses |
| Subtotal | 467 | Subtotal |
| Total Net Assets Fund Balances EOY | 467 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 12330 | QualifyingDistributionsYear1 |
| Qualifying Distributions Year2 | 16150 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9710 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.663234 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 41950 | QualifyingDistributionsYear3 |
| Qualifying Distributions Year4 | 5992 | QualifyingDistributionsYear4 |
| Total Distribution Ratio | 1.663234 | TotalDistributionRatio |
| Average Distribution Ratio | 1.663234 | AverageDistributionRatio |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 0 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 9756 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CHANCE TRUEMPER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5136770060 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7175 EAST KEMPER ROAD | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45249 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PAUL HELD | ||||||||
| 7175 EAST KEMPER ROAD | CINCINNATI | OH | 45249 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| CHANCE TRUEMPER | ||||||||
| 7175 EAST KEMPER ROAD | CINCINNATI | OH | 45249 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| CRYSTAL FAULKNER | ||||||||
| 3536 EDWARDS ROAD SUITE 201 | CINCINNATI | OH | 45208 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| CHARLES J KUBICKI JR | ||||||||
| 7175 EAST KEMPER ROAD | CINCINNATI | OH | 45249 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| MARVIN KLEINMAN | ||||||||
| 7175 EAST KEMPER ROAD | CINCINNATI | OH | 45249 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 9756 | ExpensesAndContributions |
| Qualifying Distributions | 9756 | QualifyingDistributions |
| Adj Qualifying Distributions | 9756 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 5854 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 41415 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 15664 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12330 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 75263 | TotalExcessDistriCarryover |
| Qualifying Distributions | 9756 | QualifyingDistributions |
| Remaining Distri From Corpus | 9756 | RemainingDistriFromCorpus |
| Total Corpus | 85019 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 85019 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5854 | ExcessFromYear4 |
| Excess From Year3 | 41415 | ExcessFromYear3 |
| Excess From Year2 | 15664 | ExcessFromYear2 |
| Excess From Year1 | 12330 | ExcessFromYear1 |
| Excess From Current Year | 9756 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CHARLES J KUBICKI FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7175 E KEMPER ROAD | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45249 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5136770060 | RecipientPhoneNumber |
| Form And Info And Materials | COMPLETE AND SUBMIT FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| THE ARINGTON FOUNDATION | ||||||
| 6125 COMMERCE COURT | MASON | OH | 45040 | 2012 GOLF OUTING | $3,180 | |
| CHARACTER COUNCIL | ||||||
| PO BOX 33144 | CINCINNATI | OH | 45233 | HEROES OF CHARACTER CELEBRATION | $196 | |
| SPIRIT OF CONSTRUCTION | ||||||
| PO BOX 14239 | CINCINNATI | OH | 45250 | CELEBRATE THE CONSTRUCTION INDUSTRY | $1,750 | |
| SYCAMORE PRESBYTERIAN CHURCH | ||||||
| 11800 MASON ROAD | CINCINNATI | OH | 45249 | CHURCH MEMORIAL FUND | $500 | |
| BASTIN FAMILY BENEFIT | ||||||
| 7175 EAST KEMPER ROAD | CINCINNATI | OH | 45249 | BASTIN FAMILY BENEFIT | $2,500 | |
| CLERMONT CHAMBER OF COMMERCE | ||||||
| 4355 FERGUSON DR | CINCINNATI | OH | 45245 | PACESETTER TABLE SPONSOR | $550 | SUITE 150 |
| JUNIOR ACHIEVEMENT | ||||||
| 5319 PAYLOR COMMONS | SARASOTA | FL | 34240 | BUSINESS EDUCATION | $1,080 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 9756 | TotGrantOrContriPaidDuringYear |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | CJK LLC | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 LIGHTHOUSE POINT DRIVE | AddressLine1 |
| City | LONGBOAT KEY | City |
| State | FL | State |
| ZIP Code | 34228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 6806 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,259 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| PAUL HELD |
| CHANCE TRUEMPER |
| CRYSTAL FAULKNER |
| CHARLES J KUBICKI JR |
| MARVIN KLEINMAN |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| BANK FEES | 43 |