JENKINS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JENKINS CHARITABLE FOUNDATION INC (EIN 45-3482652)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-24
- IRS object ID
- 202631759349100603
- Schema version
- 2025v4.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-24T08:55:18-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453482652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENKINS CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JENK | BusinessNameControlTxt |
| Phone | 8139610530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 W DELEON ST | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD S JENKINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8139610530 | PhoneNum |
| Signature | 2026-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2026-06-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,368,500 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $19,940,532 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,800 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,800 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $168,981 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,080 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,273,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,772,139 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,273,752 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,409,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,449,632 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,363 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,362 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,637 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,410 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,508 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,508 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,612 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,520,689 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,520,689 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,603,711 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,508 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,531,301 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,805,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,382,124 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,149,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,149,379 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,646,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,754,325 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,842,157 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $430,086 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,263,315 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,376,964 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,115,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,167,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,368,500 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,115,005 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,167,019 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,115,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,167,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,115,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,167,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,115,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,805,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $936 | OtherIncreasesAmt |
| Subtotal | $28,921,295 | SubtotalAmt |
| Other Decreases | $12,754,276 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,167,019 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $9,772,139 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,498,387 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,273,752 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,273,752 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,273,752 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88,712 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88,712 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88,712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,766 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,766 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $84,967 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMIE BROWN | IndividualWithBooksNm |
| Phone | 8138396565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 W DELEON ST | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD S JENKINS | ||||||||
| 3010 W DELEON AVE | TAMPA | FL | 33609 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CAROLE C JENKINS | ||||||||
| 3010 W DELEON AVE | TAMPA | FL | 33609 | TREASURER | 0.00 | $0 | $0 | $0 |
| LAURA LAROCCA | ||||||||
| 3010 W DELEON AVE | TAMPA | FL | 33609 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,973,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $775,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,749,046 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,749,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266,236 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,482,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $874,141 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $874,141 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88,712 | TotalTaxAmt |
| Distributable Before Adj | $785,429 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $785,429 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $785,429 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,531,301 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,531,301 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $785,429 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $315,852 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $267,336 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,444 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $931,326 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,529,958 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,531,301 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $785,429 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $745,872 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,275,830 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $315,852 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,959,978 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $267,336 | ExcessFromYear4Amt |
| Excess From Year3 | $15,444 | ExcessFromYear3Amt |
| Excess From Year2 | $931,326 | ExcessFromYear2Amt |
| Excess From Current Year | $745,872 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD S JENKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 W DELEON AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8138396565 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIAL FORMS ARE REQUIRED, HOWEVER, THE ORGANIZATION MUST BE A QUALIFIED 501(C)(3). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COFFEE UNITING PEOPLE (CUP) INC | ||||||
| PO BOX 10249 | TAMPA | FL | 33679 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| JESUIT HIGH SCHOOL OF TAMPA | ||||||
| 4701 N HIMES AVE | TAMPA | FL | 33614 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $326 |
| TAMPA GENERAL HOSPITAL | ||||||
| 1 TAMPA GENERAL CIRCLE | TAMPA | FL | 33606 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,010,363 |
| WAKE FOREST UNIVERSITY | ||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27109 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,520,689 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,800 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,981 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,273,752 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,468,533 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,468,533 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR AND MRS RICHARD S JENKINS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4402 W DALE AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336093707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,940,532 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $19,940,532 | FairMarketValueAmt |
| Received | 2025-06-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,725 | Amt |
| Net Investment Income | $2,363 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,362 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (106 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $19,478 | $22,849 |
| ADVANCED MICRO DEVICES | $19,237 | $29,553 |
| ALPHABET INC | $141,733 | $276,691 |
| ALPHABET INC CL A | $107,077 | $547,749 |
| ALPHABET INC CL C | $54,346 | $272,064 |
| AMAZON COM INC COM | $313,569 | $738,623 |
| AMAZON COM INC COM | $113,544 | $186,503 |
| AMERICAN TOWER REIT INC | $26,032 | $17,556 |
| AON PLC CL A | $64,150 | $59,637 |
| APPLE INC | $136,409 | $543,719 |
| APPLE INC | $257,736 | $362,118 |
| APPLIED MATERIAL INC | $68,400 | $79,924 |
| ARES MANAGEMENT CORP | $46,479 | $51,721 |
| ATLASSIAN CORPORATION | $60,778 | $56,911 |
| AUTODESK INC DEL PV | $363,826 | $569,819 |
| BANK OF AMERICA CORP | $19,438 | $27,500 |
| BERKSHIRE HATHAWAY INC | $299,587 | $502,650 |
| BLUE OWL TECHNOLOGY | $75,185 | $71,988 |
| BOOKING HOLDINGS INC | $39,238 | $107,106 |
| BROOKFIELD CORP CL A | $110,675 | $243,445 |
| BROWN AND BROWN INC | $53,623 | $84,640 |
| BROADCOM INC | $81,052 | $588,369 |
| BROADCOM INC | $132,486 | $194,854 |
| CHIPOTLE MEXICAN GRILL INC COM | $156,204 | $177,896 |
| CITI GROUP INC COM NEW | $34,628 | $71,998 |
| COCA COLA COM | $29,836 | $33,207 |
| CONOCOPHILLIPS | $45,740 | $73,389 |
| COSTCO WHOLESALE CORP NEW | $28,345 | $81,059 |
| CROWDSTRIKE HLDGS INC CL A | $150,199 | $468,759 |
| DEERE CO | $190,422 | $242,562 |
| DOORDASH INC | $30,661 | $48,014 |
| DUKE ENERGY CORP NEW | $51,801 | $85,212 |
| EAST WEST BANCORP INC | $45,439 | $73,054 |
| EATON CORP PLC SHS | $69,915 | $169,447 |
| ELI LILLY & CO | $153,015 | $644,808 |
| ELI LILLY & CO | $53,733 | $125,738 |
| EQT CORPORATION COM | $44,281 | $43,362 |
| FIRST SOLAR INC COM | $36,545 | $50,417 |
| FORTINET INC | $77,895 | $119,115 |
| GARTNER INC | $103,218 | $92,334 |
| GE VERNOVA INC | $78,016 | $122,871 |
| GOLDMAN SACHS GRP INC | $99,391 | $263,700 |
| HASBRO INC COM | $27,957 | $44,526 |
| HILTON WORLDWIDE | $224,090 | $515,327 |
| HEICO CORP CLASS A | $87,957 | $196,391 |
| HOWMET AEROSPACE INC | $123,176 | $512,550 |
| INTL BUSINESS MACHINES CORP | $51,503 | $119,373 |
| IDEXX LABS | $171,104 | $384,269 |
| IDEXX LABS | $22,397 | $35,050 |
| INTUIT INC | $66,185 | $60,602 |
| INTUITIVE SURGICAL INC | $23,498 | $28,172 |
| JP MORGAN CHASE AND CO | $133,498 | $352,831 |
| KKR AND CO INC CL A | $49,321 | $182,434 |
| LOCKHEED MARTIN CORP | $58,116 | $136,395 |
| MARTIN MARIETTA MATERIALS | $56,116 | $66,625 |
| MASTERCARD INC CL A | $258,983 | $428,160 |
| MEDTRONIC PLC SHS | $17,915 | $19,212 |
| MERCK AND CO INC SHS | $54,620 | $111,576 |
| META PLATFORMS INC CL A | $130,993 | $616,524 |
| META PLATFORMS INC | $87,932 | $116,836 |
| MICROCHIP TECHNOLOGY INC | $45,131 | $127,440 |
| MICROSOFT CORP | $294,196 | $640,797 |
| MICROSOFT CORP | $253,209 | $369,002 |
| MSCI INC COM | $224,305 | $344,238 |
| MORGAN STANLEY | $39,986 | $162,440 |
| MONGODB INC CLA A | $34,817 | $44,487 |
| NETFLIX INC | $92,774 | $375,040 |
| NETFLIX INC | $24,409 | $49,280 |
| NORTHRUP GRUMMAN CP | $20,785 | $22,808 |
| NVIDIA | $62,757 | $652,750 |
| NVIDIA | $93,925 | $386,428 |
| ORACLE CORP | $108,855 | $112,853 |
| ORACLE CORP | $37,893 | $116,946 |
| O'REILLY AUTOMATIVE INC NEW | $56,780 | $164,178 |
| PALO ALTO NETWORKS INC | $162,598 | $306,509 |
| PARKER HANNIFIN CORP | $38,205 | $140,634 |
| PHILIP MORRIS INTL INC | $147,026 | $265,943 |
| PROGRESSIVE CORP OHIO | $36,497 | $92,454 |
| QUALCOMM INC | $22,191 | $25,658 |
| REPUBLIC SERVICES INC | $227,318 | $360,281 |
| SALESFORCE INC | $85,440 | $150,734 |
| SANDISK CORPORATION | $36,120 | $35,132 |
| SPOTIFY TECHNOLOGY SA | $11,410 | $34,346 |
| SEA LIMITED ADR | $59,340 | $119,916 |
| SHELL PLC | $60,874 | $68,557 |
| SOUTHERN COMPANY | $40,592 | $71,155 |
| TARGET CORPORATION | $60,144 | $48,875 |
| TAIWAN SMCNDCTR MFG CO LTD ADR | $54,724 | $206,037 |
| TESLA INC | $233,721 | $586,885 |
| TESLA INC | $27,878 | $56,665 |
| T-MOBILE US INC | $21,691 | $29,847 |
| TOTALENERGIES SE ACT | $51,070 | $63,610 |
| TRANSDIGM GROUP INC | $69,695 | $200,807 |
| TOAST INC CL A | $60,215 | $55,254 |
| UBER TECHNOLOGIES INC | $219,613 | $382,811 |
| UBER TECHNOLOGIES INC | $64,852 | $88,247 |
| VERIZON COMMUNICATIONS | $142,688 | $127,607 |
| VISA INC CL A | $220,750 | $391,042 |
| VISA INC | $39,890 | $51,554 |
| WALMART INC | $109,911 | $341,249 |
| WALMART INC | $48,663 | $64,061 |
| WALT DISNEY CO HOLDING CO | $46,937 | $47,897 |
| WELLS FARGO AND CO NEW | $77,224 | $166,921 |
| WORKDAY INC | $105,736 | $91,926 |
| YUM BRANDS INC | $17,801 | $22,692 |
| ZILLOW GROUP INC | $34,966 | $28,380 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK LIQUIDITY | AT COST | $4,020,471 | $4,020,471 |
| ISHARES INTL SELECT | AT COST | $95,363 | $122,808 |
| ISHARES SELECT | AT COST | $51,447 | $98,233 |
| PACER US CASH COWS100 | AT COST | $45,712 | $60,170 |
| STATE STREET SPDR BLOOMBERG | AT COST | $7,103 | $7,090 |
| SPDR S&P 500 ETF | AT COST | $43,219 | $68,192 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION IN EXCESS OF BASIS IN DONATED STOCK | Desc |
| Amt | $12,754,276 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEBSITE EXPENSE | Desc |
| Revenue And Expenses Per Books | $8,250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $936 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $63,637 | Amt |
| Net Investment Income | $63,637 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD S JENKINS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 W DELEON ST | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $1,508 | $1,508 | $0 |
| IRS - PRIOR YEAR EXCISE | $4,902 | $0 | $0 |
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