CHARLES J KUBICKI FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES J KUBICKI FOUNDATION (EIN 26-3180205)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201201359349102020
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T13:46:46-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRYSTAL L FAULKNER | Name |
| Phone | 5137686796 | Phone |
| Date Prepared | 2012-05-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4719 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 15080 | ContriReceivedRevAndExpnss |
| Total Revenue And Expenses | 15080 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1649 | AccountingFeesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1649 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 12330 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 12330 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 13979 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 12330 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1101 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3069 | CashBOY |
| Cash EOY | 4470 | CashEOY |
| Cash EOYFMV | 4470 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 549 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 249 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 249 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 3618 | TotalAssetsBOY |
| Total Assets EOY | 4719 | TotalAssetsEOY |
| Total Assets EOYFMV | 4719 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3618 | UnrestrictedBOY |
| Unrestricted EOY | 4719 | UnrestrictedEOY |
| Total Net Assets BOY | 3618 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4719 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3618 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4719 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3618 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1101 | ExcessOfRevenueOverExpenses |
| Subtotal | 4719 | Subtotal |
| Total Net Assets Fund Balances EOY | 4719 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16150 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9710 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.663234 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 41950 | QualifyingDistributionsYear2 |
| Qualifying Distributions Year3 | 5992 | QualifyingDistributionsYear3 |
| 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 | 12330 | 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 |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 | ALBERT STAHL | 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 |
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 |
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 SUITE 400 | 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 SUITE 400 | CINCINNATI | OH | 45249 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| MARVIN KLEINMAN | ||||||||
| 7175 EAST KEMPER ROAD SUITE 400 | 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 | 12330 | ExpensesAndContributions |
| Qualifying Distributions | 12330 | QualifyingDistributions |
| Adj Qualifying Distributions | 12330 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 5854 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 41415 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 15664 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 62933 | TotalExcessDistriCarryover |
| Qualifying Distributions | 12330 | QualifyingDistributions |
| Remaining Distri From Corpus | 12330 | RemainingDistriFromCorpus |
| Total Corpus | 75263 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 75263 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 5854 | ExcessFromYear3 |
| Excess From Year2 | 41415 | ExcessFromYear2 |
| Excess From Year1 | 15664 | ExcessFromYear1 |
| Excess From Current Year | 12330 | 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 STE 400 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| JUNIOR ACHIEVEMENT | ||||||
| 6710 PROFESSIONAL PKWY WE | SUITE 200 | SARASOTA | FL | 34240 | BUSINESS EDUCATION | $800 |
| THE ARINGTON FOUNDATION | ||||||
| 6125 COMMERCE COURT | MASON | OH | 45040 | 2011 GOLF OUTING | $3,180 | |
| OHIO CANCER RESEARCH ASSOCIATES | ||||||
| 50 W BROAD ST | SUITE 1132 | COLUMBUS | OH | 43215 | RUBY | $2,500 |
| CITY OF FOREST PARK | ||||||
| 1201 W KEMPER ROAD | FOREST PARK | OH | 45240 | CONCERT ON THE GREEN | $1,000 | |
| MILFORD SCHOOLS FOUND | ||||||
| 777 GARFIELD AVENUE | MILFORD | OH | 45150 | ACADEMIC, CULTURAL, ARTISTIC, & ETC. | $2,000 | |
| CHARACTER COUNCIL | ||||||
| PO BOX 33144 | CINCINNATI | OH | 45233 | KIDS OF CHARACTER CELEBRATION | $250 | |
| SPINA BIFIDA ASSOCIATION | ||||||
| 644 LINN STREET | SUITE 635 | CINCINNATI | OH | 45203 | EDUCATION, PARENTAL SUPP. & ADVOCACY | $100 |
| SPIRIT OF CONSTRUCTION | ||||||
| PO BOX 14239 | CINCINNATI | OH | 45250 | CELEBRATE THE CONSTRUCTION INDUSTRY | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 12330 | 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 | 15080 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,649 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| PAUL HELD |
| CHANCE TRUEMPER |
| CRYSTAL FAULKNER |
| CHARLES J KUBICKI JR |
| MARVIN KLEINMAN |