JCA CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JCA CHARITABLE FOUNDATION (EIN 98-6000847)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-05
IRS object ID
202423109349100517
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-05T09:34:37-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261544916PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLOOMSCHON CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1375 N BROADWAY STE 320AddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN986000847EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JCA CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJCACBusinessNameControlTxt
Phone2078280600PhoneNum

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line114 HILLBURY ROADAddressLine1Txt
CityLONDONCityNm
Province Or StateLONDONProvinceOrStateNm
CountryUKCountryCd
Foreign PostalSW17 8JTForeignPostalCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY SHARPPersonNm
Person TitleOFFICERPersonTitleTxt
Phone2078280600PhoneNum
Signature2024-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A STARRPreparerPersonNm
PTINP00106413PTIN
Phone5166263992PhoneNum
Preparation2024-11-05PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Foreign OrganizationYes (X)ForeignOrganizationInd
Foreign Org Meeting85 Pct TestYes (X)ForeignOrgMeeting85PctTestInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$84,537,671FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$54,657ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$89,696DividendsRevAndExpnssAmt
Dividends Net Invst Incm$89,696DividendsNetInvstIncmAmt
Total Rev And Expnss$144,353TotalRevAndExpnssAmt
Total Net Invst Incm$89,696TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$18,416LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$27,752AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$2,154TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$15,210TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$438,437OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$501,969TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,958,813ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,958,813ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,460,782TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,958,813TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,316,429ExcessRevenueOverExpensesAmt
Net Investment Income$89,696NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,000CashBOYAmt
Cash EOY$10,845CashEOYAmt
Cash EOYFMV$10,845CashEOYFMVAmt
Other Nts And Loans Rcvbl$316,655OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$130,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$316,655OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$316,655OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$81,886,000CorporateStockBOYAmt
Corporate Stock EOY$84,210,171CorporateStockEOYAmt
Corporate Stock EOYFMV$84,210,171CorporateStockEOYFMVAmt
Total Assets BOY$82,027,000TotalAssetsBOYAmt
Total Assets EOY$84,537,671TotalAssetsEOYAmt
Total Assets EOYFMV$84,537,671TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$82,027,000RetainedEarningBOYAmt
Retained Earning EOY$84,537,671RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$82,027,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$84,537,671TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$82,027,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$84,537,671TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$82,027,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,316,429ExcessRevenueOverExpensesAmt
Other Increases$5,847,083OtherIncreasesAmt
Subtotal$84,557,654SubtotalAmt
Other Decreases$19,983OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$84,537,671TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,588InvestmentIncomeExciseTaxAmt
Subtotal$3,588SubtotalAmt
Tax Based On Investment Income$3,588TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,161EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$748ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,909TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$33EsPenaltyAmt
Overpayment$288OverpaymentAmt
Applied To ES Tax$288AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANTHONY SHARPIndividualWithBooksNm
Phone2078280600PhoneNum

Location Of Books Foreign Address LocationOfBooksForeignAddress

FieldValueIRS element (for citing)
Address Line114 HILLBURY ROADAddressLine1Txt
CityLONDONCityNm
CountryUKCountryCd
Foreign PostalSW17 8JTForeignPostalCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd
Foreign CountryUKForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANTHONY SHARPPersonNm

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line114 HILLBURY ROADAddressLine1Txt
CityLONDONCityNm
CountryUKCountryCd
Foreign PostalSW17 8JTForeignPostalCd
FieldValueIRS element (for citing)
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTS WERE GIVEN TO THE FOLLOWING SECTORS IN 2023: EDUCATION 823,000 AGRICULTURE 1,018,000 ECO DEVELOP 467,000 CROSS COMMUNITY DEVELOP 305,000 EMERGENCY SUPPORT 345,000Description1Txt
Expenses1$1Expenses1Amt
Description2NONEDescription2Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,958,813ExpensesAndContributionsAmt
Qualifying Distributions$2,958,813QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$2,958,813CurrentYearAmt
Year1$2,445,000Year1Amt
Year2$2,987,438Year2Amt
Total$8,391,251TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$2,958,813CurrentYearAmt
Year1$2,445,000Year1Amt
Year2$2,987,438Year2Amt
Total$8,391,251TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANTHONY SHARPRecipientPersonNm

Recipient Foreign Address RecipientForeignAddress

FieldValueIRS element (for citing)
Address Line114 HILLBURY ROADAddressLine1Txt
CityLONDONCityNm
Province Or StateLONDONProvinceOrStateNm
CountryUKCountryCd
FieldValueIRS element (for citing)
Recipient Phone2078280600RecipientPhoneNum
Recipient Email AddressANTHONY.SHARP@BTINTERNET.COMRecipientEmailAddressTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Grant Or Contribution PurposeGRANTS WERE USED FOR EDUCATION, ECONGrantOrContributionPurposeTxt
Amt$2,958,813Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,958,813TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$89,696RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$89,696RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,696TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3FOUNDATION USES INVESTMENT INCOME TO FUND CHARITABLE GRANT
4IN THE FIELDS OF EDUCATION AND RESEARCH. ADDITIONALLY
8GRANTS AND LOANS AIM TO FOSTER SELF-SUFFICIENCY IN RURAL AREAS WITH THE PURPOSE OF ASSISTING POOR AND NEEDY PEOPLE.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT FEESCategoryTxt
Amt$27,752Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonANTHONY SHARPPersonNm
Short ExplanationANTHONY SHARPShortExplanationTxt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationFOREIGN ORGANIZATION EXEMPT FROM STATE FILING REQUIREMENTSExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$84,210,171EOYBookValueAmt
EOYFMV$84,210,171EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$18,416LegalFeesAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPENSIONDesc
Amt$19,983Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
SUNDRY EXPENSES$116
FIELD OFFICE EXPENSES$413,387
STAFFING$24,934

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
NON-US SOURCE INCOME$819,589
FOREIGN EXCHANGE TRANSLATION GAIN$97,913
REALIZED & UNREALIZED CAPITAL GAINS$4,929,581

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1LOAN RECEIVABLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$316,655BalanceDueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TAXCategoryTxt
Amt$2,154Amt

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