SELEVAN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SELEVAN FAMILY FOUNDATION INC (EIN 59-2742007)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-09
- IRS object ID
- 202232529349100708
- Schema version
- 2021v4.2
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-09T11:21:29-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 RIVERSIDE AVENUE SUITE 410 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592742007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELEVAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SELE | BusinessNameControlTxt |
| Phone | 9047339311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12901 FLAGLER CENTER BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK SELEVAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9047339311 | PhoneNum |
| Signature | 2022-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACK | PersonFirstNm |
| Person Last | SELEVAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES L SMITH JR | PreparerPersonNm |
| PTIN | P00473981 | PTIN |
| Phone | 9042969333 | PhoneNum |
| Preparation | 2022-09-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $627,979 | 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 | $1,052,447 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $869 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $869 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,098 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $498,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,028,084 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $498,074 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,556,488 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $504,041 | 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 |
| Legal Fees Rev And Expnss | $142 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $39 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $562,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $562,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $562,591 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $562,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $993,897 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $504,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $164,080 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $208,915 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $208,915 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $426,049 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $419,064 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $164,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $634,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $627,979 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $164,080 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $634,964 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $164,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $634,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $164,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $634,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $164,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $993,897 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,157,977 | SubtotalAmt |
| Other Decreases | $523,013 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $634,964 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS - TAX-MGD | 2020-03-12 | 2021-03-29 | $440,025 | $225,000 | $215,025 | $215,025 | |
| DIMENSIONAL FUND ADVISORS US SM CAP | 2012-01-17 | 2021-03-29 | $155,992 | $88,206 | $67,786 | $67,786 | |
| DIMENSIONAL FUND ADVISORS - TAX-MGD | 2010-05-03 | 2021-03-29 | $128,391 | $60,517 | $67,874 | $67,874 | |
| DIMENSIONAL FUND ADVISORS US SM CAP | 2011-09-09 | 2021-03-29 | $302,149 | $156,287 | $145,862 | $145,862 | |
| CAPITAL GAINS DIVIDENDS | $1,527 | $1,527 | $1,527 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $498,074 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,006 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,006 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,006 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $924 | 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 | $924 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,082 | 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 | 0 | 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 | RUSSELL SELEVAN | IndividualWithBooksNm |
| Phone | 9047339311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12901 FLAGLER CENTER BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32258 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JACK SELEVAN | ||||||||
| 12901 FLAGLER CENTER BLVD | JACKSONVILLE | FL | 32258 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| RUSSELL SELEVAN | ||||||||
| 12901 FLAGLER CENTER BLVD | JACKSONVILLE | FL | 32258 | VP/SECRETARY | 1.00 | $0 | $0 | $0 |
| MARC SELEVAN | ||||||||
| 12901 FLAGLER CENTER BLVD | JACKSONVILLE | FL | 32258 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREW SELEVAN | ||||||||
| 12901 FLAGLER CENTER BLVD | JACKSONVILLE | FL | 32258 | TRUSTEE | 1.00 | $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 | $302,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $593,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $895,932 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $895,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $882,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,006 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,006 | TotalTaxAmt |
| Distributable Before Adj | $37,119 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,119 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,119 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $562,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $562,410 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $190,797 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $109,810 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $219,514 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $214,976 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $498,671 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,233,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $562,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,119 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $525,291 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,759,059 | 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 | $190,797 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,568,262 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $109,810 | ExcessFromYear4Amt |
| Excess From Year3 | $219,514 | ExcessFromYear3Amt |
| Excess From Year2 | $214,976 | ExcessFromYear2Amt |
| Excess From Year1 | $498,671 | ExcessFromYear1Amt |
| Excess From Current Year | $525,291 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RUSSELL SELEVAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12901 FLAGLER CENTER BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9047339311 | RecipientPhoneNum |
| Form And Info And Materials | ALL PERTINENT INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 8464 BEACH BOULEVARD | JACKSONVILLE | FL | 32207 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 | |
| DREAMS COME TRUE | ||||||||
| 6803 SOUTHPOINT PKWY | JACKSONVILLE | FL | 32216 | NONE | PUBLIC CHARITY | CHARITABLE | $8,500 | |
| ETZ CHAIM SYNAGOGUE | ||||||||
| 10167 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 322575955 | NONE | PUBLIC CHARITY | RELIGIOUS | $4,500 | |
| JACKSONVILLE JEWISH CENTER | ||||||||
| 3662 CROWN POINT ROAD | JACKSONVILLE | FL | 322575955 | NONE | PUBLIC CHARITY | RELIGIOUS | $115,000 | |
| JEWISH COMMUNITY ALLIANCE | ||||||||
| 8505 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC CHARITY | RELIGIOUS | $7,500 | |
| JEWISH FAMILY & COMMUNITY SERV | ||||||||
| 8540 BAYCENTER ROAD | JACKSONVILLE | FL | 32256 | NONE | PUBLIC CHARITY | RELIGIOUS | $30,000 | |
| JEWISH FEDERATION OF JACKSONVILLE | ||||||||
| 8505 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC CHARITY | RELIGIOUS | $210,000 | |
| RIVER GARDEN FOUNDATION | ||||||||
| 11401 OLD ST AUGUSTINE ROAD | JACKSONVILLE | FL | 32258 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 | |
| TOM COUGHLIN JAY FUND | ||||||||
| PO BOX 50798 | JACKSONVILLE BEACH | FL | 32240 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| UNITED WAY OF NE FLORIDA | ||||||||
| 1301 RIVERPLACE BLVD SUITE 400 | JACKSONVILLE | FL | 32207 | NONE | PUBLIC CHARITY | CHARITABLE | $30,000 | |
| AMERICAN FRIENDS OF CARMEL SCHOOL | ||||||||
| 31 W 34TH ST FL 9 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $6,410 | |
| THE BOLLES SCHOOL | ||||||||
| 7400 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 | |
| ONEJAX | ||||||||
| 1 UNF DRIVE- HICKS HALL BUILDING 53 | JACKSONVILLE | FL | 32224 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | SUITE 2750 |
| WILSHIRE BLVD TEMPLE CAMPS | ||||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 78 RANDALL AVE | ROCKVILLE CENTER | NY | 11570 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $562,410 | 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 | $869 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,098 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $498,074 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $504,041 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $504,041 | 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 Person | RUSSELL SELEVAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2734 ESTATES LANE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,052,447 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK CONTRIBUTION - DFA TAX - MGD US TARGETED VALUE PORTFOLIO & DFA US SMALL CAP VALUE PORTFOLIO | NoncashPropertyDesc |
| Fair Market Value | $1,052,447 | FairMarketValueAmt |
| Received | 2021-03-26 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN CHANGES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THE TAXPAYER IS AMENDING THE RETURN TO PROPERLY REPOT THE INCOME FROM THE TD AMERITRADE INVESTMENT ACCOUNT. THE REPORTING OF THE TD INVESTMENT ACCOUNT CHANGES ITEMS ON PART I, PART II, PART II, PART III, PART IV, AND PART V. THE FOLLOWING LINE ITEMS HAVE CHANGED FROM THE ORIGINALLY FILED RETURN:PART I - ANALYSIS OF REVENUE AND EXPENSESLINE 1 - CONTRIBUTIONSLINE 3 - INTEREST LINE 4 - DIVIDENDSLINE 6A - CAPITAL GAINSLINE 27A - EXCESS REVENUE OVER EXPENSESLINE 27B - NET INVESTMENT INCOMEPART II, BALANCE SHEETLINE 2 - SAVINGS AND TEMPORARY CASH INVESTMENTSLINE 13 - INVESTMENTS, OTHERLINE 16 - TOTAL ASSETSLINE 24 - NET ASSETSLINE 30 - TOTAL LIABILITIES AND NET ASSETSPART III, ANALYSIS OF CHANGES IN NET ASSETSLINE 2LINE 3LINE 4LINE 6, TOTAL NET ASSETSPART IV, CAPITAL GAINSLINE 2 - CAPITAL GAIN NET INCOMEPART V, EXCISE TAXLINE 1A - TAXLINE 9 - TAX DUE | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TD AMERITRADE #6277 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $426,049 | BookValueAmt |
| EOYFMV | $419,064 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $142 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO DONATED STOCK BASIS TO ADJ. FOR DONOR'S BASIS | Desc |
| Amt | $523,013 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK CHARGES | CategoryTxt |
| Amt | $39 | Amt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |