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JARVIS CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JARVIS CHARITABLE TR (EIN 32-6204737)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-11
IRS object ID
202443169349102279
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-11T02:33:45-00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411893575PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LifeStyle Tax & Accounting ServicesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17213 Forestview Lane NAddressLine1Txt
CityMaple GroveCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55369ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN326204737EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jarvis Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJARVBusinessNameControlTxt
Phone7635457586PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16540 Hampshire Place NorthAddressLine1Txt
CityGolden ValleyCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKenneth W JarvisPersonNm
Person TitleTrusteePersonTitleTxt
Phone7635457586PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBruce A MckimmyPreparerPersonNm
PTINP01305468PTIN
Phone6122542748PhoneNum
Preparation2024-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$61,167FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$2,264DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,264DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,264TotalRevAndExpnssAmt
Total Net Invst Incm$2,264TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$310AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$69OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$27TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$406OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$812TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,045ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,045ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,857TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,045TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$407ExcessRevenueOverExpensesAmt
Net Investment Income$2,264NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,298SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,211SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,211SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$48,438CorporateStockBOYAmt
Corporate Stock EOY$49,655CorporateStockEOYAmt
Corporate Stock EOYFMV$59,956CorporateStockEOYFMVAmt
Total Assets BOY$49,736TotalAssetsBOYAmt
Total Assets EOY$50,866TotalAssetsEOYAmt
Total Assets EOYFMV$61,167TotalAssetsEOYFMVAmt
Grants Payable BOY$2,185GrantsPayableBOYAmt
Grants Payable EOY$1,150GrantsPayableEOYAmt
Loans From Officers BOY$1,438LoansFromOfficersBOYAmt
Loans From Officers EOY$2,129LoansFromOfficersEOYAmt
Total Liabilities BOY$3,623TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,279TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$48,438CapitalStockBOYAmt
Capital Stock EOY$48,438CapitalStockEOYAmt
Retained Earning BOY-$2,325RetainedEarningBOYAmt
Retained Earning EOY-$851RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$46,113TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$47,587TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$49,736TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$50,866TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$46,113TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$407ExcessRevenueOverExpensesAmt
Other Increases$1,067OtherIncreasesAmt
Subtotal$47,587SubtotalAmt
Tot Net Ast Or Fund Balances EOY$47,587TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31InvestmentIncomeExciseTaxAmt
Subtotal$31SubtotalAmt
Tax Based On Investment Income$31TaxBasedOnInvestmentIncomeAmt
Tax Due$31TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressnoneWebsiteAddressTxt
Individual With BooksKenneth W JarvisIndividualWithBooksNm
Phone7635457586PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16540 Hampshire Place NorthAddressLine1Txt
CityGolden ValleyCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Kenneth W Jarvis
6540 Hampshire Place NGolden ValleyMN55427Trustee004.00$0
John C Feltl
10900 Wayzetta Boulevard Suite 200MinnetonkaMN55305Trustee000.20$0
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)
Description1The Jarvis Charitable Trust administers a grant program and is not involved in direct charitable activities.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$57,666AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,579AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$59,245TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$59,245AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$889CashDeemedCharitableAmt
Net Vl Noncharitable Assets$58,356NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,918MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,918MinimumInvestmentReturnAmt
Tax Based On Investment Income$31TaxBasedOnInvestmentIncomeAmt
Total Tax$31TotalTaxAmt
Distributable Before Adj$2,887DistributableBeforeAdjAmt
Distributable Before Ded$2,887DistributableBeforeDedAmt
Distributable As Adjusted$2,887DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,045ExpensesAndContributionsAmt
Qualifying Distributions$1,045QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,887DistributableAsAdjustedAmt
Undistributed Income PY$2,185UndistributedIncomePYAmt
Qualifying Distributions$1,045QualifyingDistributionsAmt
Applied To Year1$1,045AppliedToYear1Amt
Taxable2$1,140Taxable2Amt
Undistributed Income CY$2,887UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Mount Olivet Lutheran Church
5025 Knox Avenue SMinneapolisMN55419PCCharity$130
Freshwater Church
138 W 1st StreetWaconiaMN55387PCCharity$500
MN Epilepsy Foundation
7760 France Avenue S Ste 210BloomingtonMN55435PCCharity$315
BeBlessed Foundation
20400 Larking RoadCorcoranMN55340PCCharity$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,045TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Crosby-Ironton Schools
711 Poplar StreetCrosbyMN56441PCScholarship$500
Regions Hospital Foundation
640 Jackson StreetSaint PaulMN55101PCResearch$500
BeBlessed Foudnation
20400 Larking RoadCorcoranMN55340PCCharity$150
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,150TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2,264UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2,264UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,264TotalIncomeProducingActyAmt

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)
CategoryLifeStyle Tax PrepCategoryTxt
Amt$310Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100 shares of BP PLC Sponsored$3,524$3,540
100 shares of CF Inds Holdgs, Inc Com$3,128$7,950
100 shares of Chimera Invt Corp Com New$1,443$499
200 shares of Freeport McMoran, Inc.$3,637$8,514
200 shares of NVE Corp Com New$13,744$15,686
100 shares of Prospect Cap Corp$843$599
100 shares of Shell PLC$6,783$6,580
100 shares of Physicians Realty Trust$1,514$1,331
50 shares of BAE Systems$1,560$2,831
50 shares of BHP Group Limited$3,967$3,416
160 shares of GSK PLC$6,418$5,930
200 shares of Haleon, PLC$1,424$1,646
68 shares of Woodside Energy Group$1,670$1,434

Legal Fees Schedule LegalFeesSchedule

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonKen JarvisLenderPersonNm
TitleTrusteeTitleTxt
Balance Due$2,129BalanceDueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
State Filing Fee$25
Office Expense$101
Administrative Expense$280

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNet Asset AdjustmentDesc
Amt$1,067Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Investment Expenses$19
Brokerage Account Fee$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Tax PaidCategoryTxt
Amt$27Amt

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