STICK FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STICK FOUNDATION INC (EIN 20-0766206)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-12
- IRS object ID
- 201302249349100790
- Schema version
- 2012v2.2
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T07:45:15-00:00 | 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 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 200766206 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Stick Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STIC | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 West Thruston Boulevard | AddressLine1 |
| City | Dayton | City |
| State | OH | State |
| ZIP Code | 45419 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Roger McIntyre | Name |
| Title | President | Title |
| Date Signed | 2013-08-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-08-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 423463 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 11 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 11 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 786 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 786 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -19893 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 350595 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -19096 | TotalRevenueAndExpenses |
| Total Net Investment Income | 797 | TotalNetInvestmentIncome |
| Interest Rev And Expnss | 1393 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1393 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 1990 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 6373 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 6373 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9756 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1393 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6373 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 14756 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1393 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 11373 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -33852 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 43876 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | -33844 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | -33844 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 323025 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 366893 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 457307 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 366901 | TotalAssetsBOY |
| Total Assets EOY | 333049 | TotalAssetsEOY |
| Total Assets EOYFMV | 423463 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 366901 | RetainedEarningsBOY |
| Retained Earnings EOY | 333049 | RetainedEarningsEOY |
| Total Net Assets BOY | 366901 | TotalNetAssetsBOY |
| Total Net Assets EOY | 333049 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 366901 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 333049 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 366901 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -33852 | ExcessOfRevenueOverExpenses |
| Subtotal | 333049 | Subtotal |
| Total Net Assets Fund Balances EOY | 333049 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 350595 | GrossSalesPrice |
| Cost Or Other Basis | 370488 | CostOrOtherBasis |
| Gain Or Loss | -19893 | GainOrLoss |
| Gains Minus Excess Or Losses | -19893 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -19893 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 6727 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 429049 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.015679 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 15113 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 401650 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.037627 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 30794 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 332303 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.092668 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 36281 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 369239 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.098259 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11434 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 328833 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.034771 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.279004 | TotalDistributionRatio |
| Average Distribution Ratio | 000.055801 | AverageDistributionRatio |
| Net Noncharitable Assets | 375515 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 20954 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 20954 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 11373 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Est Tax Payments And Overpayment | 385 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 385 | TotalCreditsAndPayments |
| Tax Paid Original Return | 385 | TaxPaidOriginalReturn |
| Overpayment | 385 | Overpayment |
| Amount Credited To Next Year | 100 | AmountCreditedToNextYear |
| Amount To Be Refunded | 285 | AmountToBeRefunded |
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 |
| 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Roger B McIntyre | ||||||
| 15 West Thruston Boulevard | Dayton | OH | 45419 | Pres / Dir / Sec | 001.00 | 0 |
| Sally McIntyre | ||||||
| 15 West Thruston Boulevard | Dayton | OH | 45419 | VP / Dir | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 381234 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 381234 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 381234 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5719 | CashDeemedCharitable |
| Net Noncharitable Assets | 375515 | NetNoncharitableAssets |
| Minimum Investment Return | 18776 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 18776 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 18776 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 18776 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 18776 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 11373 | ExpensesAndContributions |
| Qualifying Distributions | 11373 | QualifyingDistributions |
| Adj Qualifying Distributions | 11373 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 18776 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 2864 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 2864 | TotalExcessDistriCarryover |
| Qualifying Distributions | 11373 | QualifyingDistributions |
| Applied To Current Year | 11373 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 2864 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2864 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 4539 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Roger B McIntyre | ContributingManager |
| Contributing Manager | Sally McIntyre | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAYTON FOUNDATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 KETTERING TOWER | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | 509a1 | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | Scott Harman Memorial Fund | PurposeOfGrantOrContribution |
| Amount | $5,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $786 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$19,893 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$19,096 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -19096 | TotalPartXVIA |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 350595 | GrossSalesPrice |
| Basis | 370488 | Basis |
| Total Net | -19893 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (7 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1000 shares of COINSTAR, INC. | 41878 | 52010 |
| 2800 shares of DATALINK INC | 25811 | 23940 |
| 1000 shares of INTERACTIVE INTELLIGENCE, INC | 36520 | 33540 |
| 4000 shares of REPUBLIC AIRWAYS HOLDINGS, INC. | 21915 | 22720 |
| 5300 shares of SODASTREAM INTERNATIONAL LTD | 189333 | 237917 |
| 4000 shares of SPARTAN MOTORS, INC. | 19892 | 19680 |
| 5000 shares of US AIRWAYS GROUP INC | 31544 | 67500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 6348 | 6348 |
| State or Local Filing Fees | 25 | 25 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS Miscellaneous Fee | Category |
| Amount | $1,990 | Amount |