CHARLES J KUBICKI FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: CHARLES J KUBICKI FOUNDATION (EIN 26-3180205)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-07-26
IRS object ID: 201132079349100508
Schema version: 2010v3.2
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
Schedule B
Accounting Fees Schedule
Compensation Explanation
Other Expenses Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-07-26T14:57:41-05:00	Timestamp
Tax Period End Date	2010-12-31	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	2010-01-01	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	2011-06-24	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CRYSTAL L FAULKNER	Name
Phone	5137686796	Phone
Date Prepared	2011-07-26	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	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	3618	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	5000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	5	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	5	InterestOnSavingsNetInvstIncm
Total Revenue And Expenses	5005	TotalRevenueAndExpenses
Total Net Investment Income	5	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1310	AccountingFeesRevAndExpnss
Other Expenses Rev And Expnss	25	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	1335	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	16150	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	16150	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	17485	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	16150	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-12480	ExcessOfRevenueOverExpenses
Net Investment Income	5	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	504	CashBOY
Cash EOY	3069	CashEOY
Cash EOYFMV	3069	CashEOYFMV
Savings And Temp Cash Invst BOY	15594	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	549	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	549	SavingsAndTempCashInvstEOYFMV
Total Assets BOY	16098	TotalAssetsBOY
Total Assets EOY	3618	TotalAssetsEOY
Total Assets EOYFMV	3618	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	16098	UnrestrictedBOY
Unrestricted EOY	3618	UnrestrictedEOY
Total Net Assets BOY	16098	TotalNetAssetsBOY
Total Net Assets EOY	3618	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	16098	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3618	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	16098	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-12480	ExcessOfRevenueOverExpenses
Subtotal	3618	Subtotal
Total Net Assets Fund Balances EOY	3618	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	41950	QualifyingDistributionsYear1
Qualifying Distributions Year2	5992	QualifyingDistributionsYear2
Net Noncharitable Assets	9710	NetNoncharitableAssets
Adj Nonchrtbl Assets And One	0	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	16150	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	true	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
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
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	9858	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	9858	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	9858	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	148	CashDeemedCharitable
Net Noncharitable Assets	9710	NetNoncharitableAssets
Minimum Investment Return	486	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	486	MinimumInvestmentReturn
Distributable Amount Before Adj	486	DistributableAmountBeforeAdj
Distributable Amount Before Ded	486	DistributableAmountBeforeDed
Distributable Amount As Adjusted	486	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	16150	ExpensesAndContributions
Qualifying Distributions	16150	QualifyingDistributions
Adj Qualifying Distributions	16150	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	486	DistributableAmountAsAdjusted
Excess Distri Carryover Year2	5854	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	41415	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	47269	TotalExcessDistriCarryover
Qualifying Distributions	16150	QualifyingDistributions
Applied To Current Year	486	AppliedToCurrentYear
Remaining Distri From Corpus	15664	RemainingDistriFromCorpus
Total Corpus	62933	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	62933	ExcessDistriCyovToNextYear
Excess From Year2	5854	ExcessFromYear2
Excess From Year1	41415	ExcessFromYear1
Excess From Current Year	15664	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 (10 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	2010 GOLF OUTING	$7,500
SPIRIT OF CONSTRUCTION
PO BOX 14239	CINCINNATI	OH	45250	CELEBRATE THE CONSTRUCTION INDUSTRY	$1,000
SPINA BIFIDA ASSOCIATION
644 LINN STREET	CINCINNATI	OH	45203	EDUCATION, PARENTAL SUPP. & ADVOCACY	$250	SUITE 635
CITY OF FOREST PARK
1201 W KEMPER ROAD	FOREST PARK	OH	45240	CONCERT ON THE GREEN	$1,000
BACK2BACK MINISTRIES
8118 CORPORATE WAY	MASON	OH	45040	GONZALEZ	$500	PO BOX 70
CHARACTER COUNCIL
PO BOX 33144	CINCINNATI	OH	45233	ROOTS OF CHARACTER	$1,000
LOMA LINDA UNIVERSITY
MOUNTAIN VIEW PLAZA	LOMA LINDA	CA	92354	RESEARCH	$1,000	PO BOX 2000
MTMFCC
983 LILA AVE	MILFORD	OH	45150	COMBAT CHALLENGE	$500
MILFORD SCHOOLS FOUND
777 GARFIELD AVENUE	MILFORD	OH	45150	ACADEMIC, CULTURAL, ARTISTIC, & ETC.	$1,000
NATIONAL MS SOCIETY
4440 LAKE FOREST DRIVE	CINCINNATI	OH	45242	TEVA CHAMPIONSHIP PRO-AM	$2,400	SUITE 120

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	16150	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	5	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	5	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	5	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

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	NORTHLAKE MANAGEMENT INC	ContributorNameIndividual

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	5000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$1,310	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 CHARGES	25

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NORTHLAKE MANAGEMENT INC	BusinessNameLine1

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