JAKE OWEN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAKE OWEN FOUNDATION (EIN 27-3637791)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349103750
- Schema version
- 2023v5.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T13:11:02-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820982133 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Drennan & Associates PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 Music Square East Suite 100 | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273637791 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jake Owen Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAKE | BusinessNameControlTxt |
| Phone | 6154977096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1222 Demonbruen Street 1225 | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | joshua owen | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 6154977096 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melinda Drennan | PreparerPersonNm |
| PTIN | P00348799 | PTIN |
| Phone | 6156205800 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,829,256 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,180,801 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,540 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,540 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $19,540 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $104,738 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $104,738 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,305,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,540 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $124,278 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $57,696 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $89,919 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $346,977 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $145,217 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $174,440 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $499,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $145,217 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $174,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $863,985 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $863,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,362,997 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $145,217 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,038,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,540 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,350,476 | CashBOYAmt |
| Cash EOY | $1,782,928 | CashEOYAmt |
| Cash EOYFMV | $1,782,928 | CashEOYFMVAmt |
| Acct Rcvbl | $46,328 | AcctRcvblAmt |
| Acct Rcvbl BOY | $30,500 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $46,328 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $46,328 | AcctRcvblEOYFMVAmt |
| Total Assets BOY | $1,380,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,829,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,829,256 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $77,873 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $494,300 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $806,500 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $116,125 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $494,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000,498 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $886,676 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $828,758 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $886,676 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $828,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,380,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,829,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $886,676 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $828,758 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $828,758 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $272 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $272 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $272 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | https://www.jakeowenfoundation.org/ | WebsiteAddressTxt |
| Individual With Books | Artist Clarity | IndividualWithBooksNm |
| Phone | 6154977096 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1222 Demonbruen Street Suite 1225 | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | 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 |
|---|---|---|---|---|---|---|---|---|
| Joshua Owen | ||||||||
| 1222 Demonbruen Street Ste 1225 | Nashville | TN | 37203 | Executive Director | 0.00 | $0 | $0 | $0 |
| Steve Owen | ||||||||
| 1222 Demonbruen Street Ste 1225 | Nashville | TN | 37203 | Secretary | 0.00 | $0 | $0 | $0 |
| Tim Horsely | ||||||||
| 1222 Demonbruen Street Ste 1225 | Nashville | TN | 37203 | Treasurer | 0.00 | $0 | $0 | $0 |
| Jarrod Owen | ||||||||
| 1222 Demonbruen Street Ste 1225 | Nashville | TN | 37203 | Foundation Manager | 10.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Golf & Fishing Tournaments | Description1Txt |
| Expenses1 | $319,657 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,225,055 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,225,055 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,225,055 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,206,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,038,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,038,425 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $43,615 | Year1Amt |
| Year2 | $36,068 | Year2Amt |
| Year3 | $38,969 | Year3Amt |
| Total | $118,652 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $37,073 | Year1Amt |
| Year2 | $30,658 | Year2Amt |
| Year3 | $33,124 | Year3Amt |
| Total | $100,854 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,038,425 | CurrentYearAmt |
| Year1 | $609,738 | Year1Amt |
| Year2 | $453,500 | Year2Amt |
| Year3 | $566,500 | Year3Amt |
| Total | $2,668,163 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,038,425 | CurrentYearAmt |
| Year1 | $609,738 | Year1Amt |
| Year2 | $453,500 | Year2Amt |
| Year3 | $566,500 | Year3Amt |
| Total | $2,668,163 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AlzheimersParkinson Association | |||||
| 2300 5th Avenue | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| Big Brothers Big Sisters of St Lucie Inidan River and Okeechobee Counties | |||||
| 108 North Depot Drive Ste 102 | Fort Pierce | FL | 34950 | Assistance to Indigent Families | $25,000 |
| Bobby Jones Chiari & Syringomye Foundation | |||||
| 69-39 Yellowstone Blvd STE 21 | Forest Hills | NY | 11375 | Assistance to Indigent Families | $25,000 |
| Boys & Girls Club of Indian River | |||||
| 1729 17th Ave | Vero Beach | FL | 32960 | Assistance to Indigent Families | $25,000 |
| Childcare Resources of Indian River | |||||
| 2300 5th Ave STE 149 | Vero Beach | FL | 32960 | Assistance to Indigent Families | $15,000 |
| Children's Home Society of Florida | |||||
| 650 10th Street | Vero Beach | FL | 32960 | Assistance to Indigent Families | $25,000 |
| Florida Sheriffs Youth Ranch | |||||
| 4055 41st Avenue | Vero Beach | FL | 32960 | Assistance to Indigent Families | $12,000 |
| Gifford Youth Achievement Center | |||||
| 4875 43rd Ave | Vero Beach | FL | 32967 | Assistance to Indigent Families | $20,000 |
| Hibiscus Children's Center Inc | |||||
| PO Box 1406 | Jensen Beach | FL | 34958 | Assistance to Indigent Families | $25,000 |
| Indian River County Health Start | |||||
| 1555 Indian River Blvd Ste B241 | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| Indian River Golf Foundation | |||||
| 4595 22nd Lane | Vero Beach | FL | 32966 | Assistance to Indigent Families | $20,000 |
| Mardy Fish Foundation | |||||
| PO Box 648158 | Vero Beach | FL | 32964 | Assistance to Indigent Families | $25,000 |
| Mayo Clinic Dept of Development | |||||
| 200 First Street SW | Rochester | MN | 55905 | Assistance to Indigent Families | $35,000 |
| Mental Health Association of Indian River County | |||||
| 820 37th Place | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| Monterey Peninsula Foundation | |||||
| 5 Mandeville Court Ste 101 | Monterey | CA | 93940 | Assistance to Indigent Families | $55,000 |
| Quail Valley Charities | |||||
| 2345 Highway A1A | Vero Beach | FL | 32963 | Assistance to Indigent Families | $30,000 |
| Safe Families for Children | |||||
| 1400 27th St | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| Scholarship Foundation-Indian River County Inc | |||||
| PO Box 1820 | Vero Beach | FL | 32961 | Assistance to Indigent Families | $30,000 |
| Senior Resource Association | |||||
| 694 14th Street | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| St Jude Children's Hospital ALSAC | |||||
| 501 St Jude Place | Memphis | TN | 38105 | Assistance to Indigent Families | $50,000 |
| The Hope for Families Center Inc | |||||
| 720 4th Street | Vero Beach | FL | 32962 | Assistance to Indigent Families | $20,000 |
| The Learning Alliance | |||||
| 2066 14th Ave Ste 102 | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| Trinity Episcopal Church | |||||
| 2365 Pine Avenue | Vero Beach | FL | 32960 | Assistance to Indigent Families | $35,000 |
| United Way of Indian River County | |||||
| 1836 14th Avenue | Vero Beach | FL | 32960 | Assistance to Indigent Families | $25,000 |
| Vero Beach High School XC Boosters Inc | |||||
| 2255 Magans Ocean Walk | Vero Beach | FL | 329633149 | Assistance to Indigent Families | $3,000 |
| VNA Hospice of Indian River County | |||||
| 1110 35th Lane | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| Youth Guidance Donation Fund of Indian River County Inc | |||||
| 1028 20th Place | Vero Beach | FL | 32960 | Assistance to Indigent Families | $25,000 |
| Pencil | |||||
| 7199 Cockrill Bend Blvd | Nashville | TN | 37209 | Assistance to Indigent Families | $2,000 |
| Care Net Pregnancy Center | |||||
| 1355 37th Street Ste 301 | Vero Beach | FL | 32960 | Assistance to Indigent Families | $15,000 |
| Indian River County Health Start | |||||
| 4568 N US Hwy 1 | VERO BEACH | FL | 32967 | Assistance to Indigent Families | $20,000 |
| Catholic Charities Samaritan Center | |||||
| 9955 N Military Trail | PALM BEACH GARDENS | FL | 334105460 | Assistance to Indigent Families | $15,000 |
| Homeless Children's Foundation | |||||
| 2050 13 Ave PO Box 606 | VERO BEACH | FL | 32960 | Assistance to Indigent Families | $20,000 |
| American Cancer Society Inc | |||||
| 270 Peachtree ST NW Ste 1300 | ATLANTA | GA | 30303 | Assistance to Indigent Families | $15,000 |
| Tunnels to Toweres Foundation | |||||
| 2361 Hyland Blvd | Staten Island | NY | 10306 | Assistance to Indigent Families | $20,000 |
| Wounded Warriors Project Inc | |||||
| 4899 Belfort Rd Ste 300 | Jacksonville | FL | 32256 | Assistance to Indigent Families | $20,000 |
| Treasure Coast Community Health | |||||
| 1555 Indian River Blvd Ste B-210 | Vero Beach | FL | 32960 | Assistance to Indigent Families | $25,000 |
| Magnolia Learning Center | |||||
| 1801 S 23rd St Ste 5 | Fort Pierce | FL | 34950 | Assistance to Indigent Families | $7,500 |
| Indian River state College Foundation Inc | |||||
| 3209 Virginia Ave | Fort Pierce | FL | 34981 | Assistance to Indigent Families | $12,000 |
| Indian River Grapefruit Pro-AM (Vero Beach Country Club) | |||||
| 800 30th St | Vero Beach | FL | 32960 | Assistance to Indigent Families | $10,000 |
| Sodexo Stop Hunger Foundation Inc | |||||
| 9801 Washingtonian Blvd | Gaithersburg | MD | 20878 | Assistance to Indigent Families | $7,485 |
| Riverside Theatre | |||||
| 3250 Riverside Park Drive | Vero Beach | FL | 32963 | Assistance to Indigent Families | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $863,985 | 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 | $19,540 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $104,738 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,540 | ExclusionAmt |
| Related Or Exempt Function Incm | $104,738 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,278 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumberTxt |
| Relationship Statement | MONEY RAISED IS USED TO PROVIDE ASSISTANCE TO INDIGENT FAMILIES | RelationshipStatementTxt |
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 (53 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Barstool Sports Inc | |||||||||||
| 1 | 15 W 27th St 3rd Fl | New York | NY | 10001 | $114,100 | Yes (X) | |||||
| George E Warren LLC | |||||||||||
| 2 | 3001 Ocean Drive Ste 203 | Vero Beach | FL | 32963 | $50,000 | Yes (X) | |||||
| Tad Corrigan | |||||||||||
| 3 | 7150 20th St NO E | Vero Beach | FL | 32966 | $14,500 | Yes (X) | |||||
| Dale Sorensen Real Estate Inc | |||||||||||
| 4 | 3206 Cardinal Drive | Vero Beach | FL | 32964 | $35,400 | Yes (X) | |||||
| Kevin Harvick Foundation | |||||||||||
| 5 | 648D Griffith Rd | Charlotte | NC | 28217 | $50,000 | Yes (X) | |||||
| Don Meadows | |||||||||||
| 6 | 525 Pitman Avenue | Vero Beach | FL | 32968 | $6,000 | Yes (X) | |||||
| David Beswick | |||||||||||
| 7 | $27,800 | Yes (X) | 31 Keyes Court | Woodbridge | Ontario | CA | L4H 4V6 | ||||
| Rick Reider Family Foundation | |||||||||||
| 8 | 270 Dale Drive | Short Hills | NJ | 07078 | $30,000 | Yes (X) | |||||
| John Rothermel | |||||||||||
| 9 | 1164 McLynn Avenue NE | Atlanta | GA | 30306 | $14,500 | Yes (X) | |||||
| Keith Kite | |||||||||||
| 10 | 1045 Winding River Road | Vero Beach | FL | 32963 | $5,000 | Yes (X) | |||||
| Vero Beach Country Club | |||||||||||
| 11 | 800 30th Street | Vero Beach | FL | 32960 | $8,000 | Yes (X) | |||||
| Steve Owen | |||||||||||
| 12 | 1660 E Rosewood Court | Vero Beach | FL | 32966 | $5,000 | Yes (X) | |||||
| Proctor Construction Company | |||||||||||
| 13 | 2050 Highway US 1 - STE 200 | Vero Beach | FL | 32960 | $22,900 | Yes (X) | |||||
| Toyota of Vero Beach | |||||||||||
| 14 | 1075 S US 1 | Vero Beach | FL | 32962 | $29,000 | Yes (X) | |||||
| Monterey Peninsula Foundation | |||||||||||
| 15 | 5 Mandeville Court Ste 101 | Monterey | CA | 93941 | $166,566 | Yes (X) | |||||
| Barth Construcion Inc | |||||||||||
| 16 | 1717 Indian River Blvd Ste 202-A | Vero Beach | FL | 32960 | $14,500 | Yes (X) | |||||
| CBH Advisory Group LLC | |||||||||||
| 17 | 212 S 7th Street | Fort Pierce | FL | 34950 | $14,500 | Yes (X) | |||||
| Central Florida Gaming LLC | |||||||||||
| 18 | 17996 S US Hwy 301 | Summerfield | FL | 34491 | $14,500 | Yes (X) | |||||
| Charles Brooks Holding Company LLC | |||||||||||
| 19 | 1401 Hwy A1ASte 202 | Vero Beach | FL | 32963 | $14,500 | Yes (X) | |||||
| The Fraizer Foundation | |||||||||||
| 20 | 701 Grove Place | Vero Beach | FL | 32963 | $6,500 | Yes (X) | |||||
| Indian River State College Foundation | |||||||||||
| 21 | 3209 Virginia Avenue | Fort Pierce | FL | 34981 | $39,000 | Yes (X) | |||||
| John's Island Real Estate | |||||||||||
| 22 | 1 Johns Island Drive | Vero Beach | FL | 32963 | $14,500 | Yes (X) | |||||
| Jordan Speith | |||||||||||
| 23 | 5950 Sherry Lane Ste 700 | Dallas | FL | 75225 | $100,000 | Yes (X) | |||||
| Northern Trust | |||||||||||
| 24 | 755 Beachland Blvd | Vero Beach | FL | 32963 | $47,223 | Yes (X) | |||||
| Orchid Island Aviation LLC | |||||||||||
| 25 | 3200 Airport West Drive | Vero Beach | FL | 32960 | $5,400 | Yes (X) | |||||
| PCP Tactical LLC | |||||||||||
| 26 | 10315 102nd Terrace | Sebastian | FL | 32958 | $14,500 | Yes (X) | |||||
| Riverside Cafe | |||||||||||
| 27 | 3341 Bridge Plaza Drive | Vero Beach | FL | 32963 | $5,000 | Yes (X) | |||||
| Roberts Family Foundation Inc | |||||||||||
| 28 | 2090 Mulsanne Drive | Zionsville | FL | 460779078 | $8,000 | Yes (X) | |||||
| Sayre's Market LLC | |||||||||||
| 29 | 3605 Eagle Drive | Vero Beach | FL | 32963 | $5,000 | Yes (X) | |||||
| Senior Life Services | |||||||||||
| 30 | 2300 3rd Court | Vero Beach | FL | 32960 | $14,500 | Yes (X) | |||||
| Shiff Construction & Development Inc | |||||||||||
| 31 | 180 SW 6th Street | Pompano Beach | FL | 33060 | $5,000 | Yes (X) | |||||
| VusicOBX Outer Banks Music Festival | |||||||||||
| 32 | 1 Festival Park Drive | Manteo | NC | 27954 | $7,500 | Yes (X) | |||||
| Charles A Sullivan JR | |||||||||||
| 33 | 1601 20th Street | Vero Beach | FL | 32960 | $7,250 | Yes (X) | |||||
| Creative Artist Agency LLC | |||||||||||
| 34 | 401 Commerce Street | Nashville | TN | 37219 | $5,000 | Yes (X) | |||||
| Titan Aviation Group LLC | |||||||||||
| 35 | 3700 Airport Rd Ste 307 | Boca Raton | FL | 33431 | $20,000 | Yes (X) | |||||
| Boat Loans | |||||||||||
| 36 | 124 A North 2nd St | Fort Pierce | FL | 34950 | $20,000 | Yes (X) | |||||
| Jeff Shari Wampler | |||||||||||
| 37 | 906 Sunrise Terrace | Vero Beach | FL | 329635118 | $12,000 | Yes (X) | |||||
| Matthew Kathy Avril | |||||||||||
| 38 | 216 Ocean Way | Vero Beach | FL | 32963 | $5,000 | Yes (X) | |||||
| Anne S Michael Wagner | |||||||||||
| 39 | 776 Norfork Pine Lane | Vero Beach | FL | 329632929 | $14,500 | Yes (X) | |||||
| The Owen Army | |||||||||||
| 40 | 200 Matador RanchRd | Trinidad | TX | 75163 | $13,204 | Yes (X) | |||||
| Raymond J Jean J Oglethrope | |||||||||||
| 41 | PO Box 5347 | Vero Beach | FL | 329615347 | $5,000 | Yes (X) | |||||
| Corporate Air | |||||||||||
| 42 | 3450B Airport W Drive | Vero Beach | FL | 32960 | $7,500 | Yes (X) | |||||
| Russell & Frances Cappelen | |||||||||||
| 43 | 417 Live Oak Road | Vero Beach | FL | 329631434 | $7,000 | Yes (X) | |||||
| Quial Valley Golf Club | |||||||||||
| 44 | 6545 Pinnacle Drive | Vero Beach | FL | 329674915 | $5,000 | Yes (X) | |||||
| Synovus Bank | |||||||||||
| 45 | PO Box 2646R | Columbus | GA | 31902 | $14,500 | Yes (X) | |||||
| Thomas Jeanne L McGintey | |||||||||||
| 46 | 435 Rose Garden Lane | Alpharetta | GA | 300093672 | $10,000 | Yes (X) | |||||
| Thomas J Tracy | |||||||||||
| 47 | 9 Bay Harbor Road | Jupiter | FL | 33469 | $5,000 | Yes (X) | |||||
| White's Tackle | |||||||||||
| 48 | 3006 Cardinal Dr 1917 | Vero Beach | FL | 32963 | $5,000 | Yes (X) | |||||
| Troy S Lamm | |||||||||||
| 49 | PO Box 926 | Vero Beach | FL | 329610926 | $5,000 | Yes (X) | |||||
| Mills Short & Associates | |||||||||||
| 50 | 700 22nd Pl Suite 2C 2D | Vero Beach | FL | 32960 | $14,500 | Yes (X) | |||||
| Candace Holladay | |||||||||||
| 51 | 1400 Island Way | Winter Haven | FL | 33884 | $15,000 | Yes (X) | |||||
| Stuart Rosenstein | |||||||||||
| 52 | 1 Manhattanville Road Suite 202 | Purchase | NY | 10577 | $10,000 | Yes (X) | |||||
| Russell Brownback | |||||||||||
| 53 | 989 Bay Oak Lane | Vero Beach | FL | 32963 | $5,000 | Yes (X) | |||||
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $1,283 | $0 | $0 | $0 |
| WEBSITE | $2,475 | $0 | $0 | $0 |
| EVENT EXPENSE | $319,657 | $0 | $145,217 | $174,440 |
| LICENSE / PERMITS | $41 | $0 | $0 | $0 |
| MEALS - 100% | $1,824 | $0 | $0 | $0 |
| BANK CHARGES | $13,300 | $0 | $0 | $0 |
| PAYROLL FEES | $47 | $0 | $0 | $0 |
| GENERAL BUSINESS INSURANCE | $5,544 | $0 | $0 | $0 |
| SOFTWARE | $2,495 | $0 | $0 | $0 |
| POSTAGE | $311 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gross Income from Special Fundraising Events | Desc |
| Revenue And Expenses Per Books | $104,738 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $104,738 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO/ROM JRNEWO, INC. | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $116,125 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX | CategoryTxt |
| Amt | $4,420 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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