JENKINS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JENKINS CHARITABLE FOUNDATION INC (EIN 45-3482652)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349105558
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T14:14:50-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 919 EAST MAIN STREET SUITE 1800 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | 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 | 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 | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH BELL | PreparerPersonNm |
| PTIN | P01696827 | PTIN |
| Phone | 8042822121 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,178,973 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $488 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $488 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,583 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $317,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,611,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $317,169 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $415,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $415,240 | 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 | $2,415 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,415 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,352 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,352 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,619 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $192,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,188 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $183,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $387,269 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $179,682 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,240 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,240 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,015,395 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,537,200 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,692,995 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $615,409 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $394,911 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $426,738 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,810,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,991,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,178,973 | 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 | $3,810,486 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,991,351 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,810,486 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,991,351 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,810,486 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,991,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,810,486 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $183,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,994,251 | SubtotalAmt |
| Other Decreases | $2,900 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,991,351 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $2,108,971 | $2,100,040 | $8,931 | $8,931 |
| PUBLICLY TRADED SECURITIES - LT | $1,502,760 | $1,194,522 | $308,238 | $308,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $317,169 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,383 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,383 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,383 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $850 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,350 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,967 | OverpaymentAmt |
| Applied To ES Tax | $3,967 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 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 | $4,708,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,776,707 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,776,707 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,705,056 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $235,253 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $235,253 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,383 | TotalTaxAmt |
| Distributable Before Adj | $229,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $229,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $229,870 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,915 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $194,915 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $325,078 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $332,694 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $315,852 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $267,336 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,444 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,256,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $194,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $34,955 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $34,955 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,221,449 | 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 | $290,123 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $931,326 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $332,694 | ExcessFromYear4Amt |
| Excess From Year3 | $315,852 | ExcessFromYear3Amt |
| Excess From Year2 | $267,336 | ExcessFromYear2Amt |
| Excess From Year1 | $15,444 | ExcessFromYear1Amt |
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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JESUIT HIGH SCHOOL OF TAMPA | ||||||
| 4701 N HIMES AVE | TAMPA | FL | 33614 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $180,000 |
| KIND MOUSE PRODUCTIONS INC | ||||||
| 1801 16TH ST N SUITE B | ST PETERSBURG | FL | 33704 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| WOUNDED WARRIOR PROJECT INC | ||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $192,500 | 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 | $488 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,296 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $317,169 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $415,953 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $415,953 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,415 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,415 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC | $82,907 | $82,331 |
| ADVANCED MICRO DEVICES | $94,912 | $116,601 |
| ALPHABET INC | $136,905 | $140,109 |
| AMAZON COM INC COM | $67,818 | $91,164 |
| AMAZON COM INC COM | $147,661 | $155,283 |
| AMERICAN TOWER REIT INC | $26,032 | $21,588 |
| APPLE INC | $35,871 | $194,840 |
| APPLE INC | $244,739 | $248,941 |
| ATLASSIAN CORPORATION | $22,247 | $28,781 |
| AUTODESK INC DEL PV | $37,323 | $46,505 |
| BLOCK INC | $44,523 | $61,803 |
| BLUE OWL TECHNOLOGY | $24,572 | $24,496 |
| CITI GROUP INC COM NEW | $34,628 | $31,738 |
| COCA COLA COM | $29,836 | $27,992 |
| CONOCOPHILLIPS | $45,740 | $90,999 |
| DEXCOM INC | $43,943 | $52,614 |
| DOMINOS PIZZA INC | $31,493 | $34,503 |
| DUKE ENERGY CORP NEW | $51,801 | $70,548 |
| EAST WEST BANCORP INC | $45,439 | $46,768 |
| ELI LILLY & CO | $34,259 | $238,414 |
| ELI LILLY & CO | $45,495 | $95,599 |
| HALLIBURTON CO | $51,895 | $51,188 |
| HASBRO INC COM | $27,957 | $27,726 |
| ILLUMINA INC | $19,448 | $27,987 |
| IQVIA HOLDINGS INC | $60,778 | $66,406 |
| LAM RESEARCH CORP | $22,361 | $25,048 |
| LOCKHEED MARTIN CORP | $58,116 | $127,814 |
| MERCK AND CO INC SHS | $54,620 | $115,561 |
| MICROCHIP TECHNOLOGY INC | $51,669 | $218,777 |
| MICROCHIP TECHNOLOGY INC | $29,533 | $32,645 |
| MICROSOFT CORP | $206,618 | $253,827 |
| MORGAN STANLEY | $39,986 | $85,324 |
| NETFLIX INC | $74,769 | $78,388 |
| NORTHRUP GRUMMAN | $70,266 | $70,689 |
| NVIDIA | $49,832 | $99,044 |
| NVIDIA | $6,338 | $23,220 |
| PERFORMANCE FOOD GROUP | $59,473 | $64,310 |
| PHILIP MORRIS INTL INC | $69,478 | $71,407 |
| PINTEREST INC | $25,568 | $30,299 |
| PRINCIPAL FINANCIAL GRP | $29,968 | $43,583 |
| QUALCOMM INC | $22,191 | $21,694 |
| ROBLOX CORP REG SHS CL A | $55,389 | $45,720 |
| S&P GLOBAL INC | $46,434 | $50,660 |
| SERVICENOW INC | $56,887 | $61,657 |
| SHELL PLC | $60,873 | $61,391 |
| SHOPIFY INC | $58,159 | $67,306 |
| SOUTHERN COMPANY | $40,592 | $57,218 |
| TARGET CORPORATION | $60,144 | $71,210 |
| TESLA INC | $22,621 | $27,830 |
| T-MOBILE US INC | $90,545 | $95,557 |
| TOTAL SE | $51,069 | $65,695 |
| UBER TECHNOLOGIES INC | $64,085 | $83,735 |
| ULTA BEAUTY INC | $35,789 | $43,117 |
| UNITEDHEALTH GROUP INC | $130,595 | $128,459 |
| VERISK ANALYTICS INC | $45,197 | $45,383 |
| VERIZON COMMUNICATIONS COM | $142,688 | $118,114 |
| VISA INC | $86,692 | $90,862 |
| WALT DISNEY CO HOLDING CO | $46,937 | $38,012 |
| YETI HOLDINGS INC | $31,630 | $38,628 |
| YUM BRANDS INC | $17,801 | $19,599 |
| ZILLOW GROUP INC | $34,065 | $46,288 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES INTL SELECT | AT COST | $95,343 | $87,133 |
| ISHARES SELECT | AT COST | $51,447 | $81,585 |
| JPMORGAN EQUITY PREMIUM | AT COST | $149,107 | $148,446 |
| PACER US CASH COWS100 | AT COST | $45,712 | $51,990 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | AT COST | $10,083 | $10,053 |
| SPDR S&P 500 ETF | AT COST | $43,219 | $47,531 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $2,900 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $26,352 | Amt |
| Net Investment Income | $26,352 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $1,619 | $1,619 | $0 |
| IRS - PRIOR YEAR EXCISE | $9,302 | $0 | $0 |
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