JKF FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JKF FOUNDATION (EIN 83-2903105)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202331359349104593
Schema version
2022v5.0
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)
Return2023-05-15T13:33:04-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421163315PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bradley & Riley PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12007 First Avenue SEAddressLine1Txt
CityCedar RapidsCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52406ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832903105EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JKF FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJKFFBusinessNameControlTxt
Phone3197215486PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14438 BUCKINGHAM LANEAddressLine1Txt
CityIOWA CITYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52245ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY K FLECKPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREY KPersonFirstNm
Person LastFLECKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAndrew J SeyferPreparerPersonNm
PTINP01721745PTIN
Phone3193630101PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,049,143FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,016InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,016InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,016InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,829DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,829DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,829DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$37,362NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$748,627GrossSalesPriceAmt
Total Rev And Expnss$126,483TotalRevAndExpnssAmt
Total Net Invst Incm$13,845TotalNetInvstIncmAmt
Total Adj Net Incm$13,845TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$835LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$835LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$6,182OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,182OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$519TaxesRevAndExpnssAmt
Taxes Net Invst Incm$519TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,536TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,536TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,375ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,375ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,911TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,536TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$68,572ExcessRevenueOverExpensesAmt
Net Investment Income$6,309NetInvestmentIncomeAmt
Adjusted Net Income$13,845AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$56,665CashBOYAmt
Cash EOY$4,937CashEOYAmt
Cash EOYFMV$4,937CashEOYFMVAmt
Sav And Temp Cash Invst BOY$854,779SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$303,891SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$303,891SavAndTempCashInvstEOYFMVAmt
Other Investments EOY$750,482OtherInvestmentsEOYAmt
Other Investments EOYFMV$740,315OtherInvestmentsEOYFMVAmt
Total Assets BOY$911,444TotalAssetsBOYAmt
Total Assets EOY$1,059,310TotalAssetsEOYAmt
Total Assets EOYFMV$1,049,143TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$911,444NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,059,310NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$911,444TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,059,310TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$911,444TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,059,310TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$911,444TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$68,572ExcessRevenueOverExpensesAmt
Other Increases$79,294OtherIncreasesAmt
Subtotal$1,059,310SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,059,310TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO & COMPANYP2022-01-012022-06-30$99,729$116,205-$16,476-$16,476
WELLS FARGO & COMPANYP2019-01-012022-12-31$647,176$669,784-$22,608-$22,608
Capital Gain Dividends$1,722
FieldValueIRS element (for citing)
Capital Gain Net Income-$37,362CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$16,476NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$88InvestmentIncomeExciseTaxAmt
Subtotal$88SubtotalAmt
Tax Based On Investment Income$88TaxBasedOnInvestmentIncomeAmt
Tax Due$88TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateIAOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY K FLECKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3197215486PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14438 BUCKINGHAM LANEAddressLine1Txt
CityIOWA CITYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52245ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEFFREY K FLECK
4438 BUCKINGHAM LANEIOWA CITYIA52245President1.00$0
LU ANN FLECK
4438 BUCKINGHAM LANEIOWA CITYIA52245Vice President1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$740,315AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$163,789AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$904,104TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$904,104AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,562CashDeemedCharitableAmt
Net Vl Noncharitable Assets$890,542NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,527MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,527MinimumInvestmentReturnAmt
Tax Based On Investment Income$88TaxBasedOnInvestmentIncomeAmt
Total Tax$88TotalTaxAmt
Distributable Before Adj$44,439DistributableBeforeAdjAmt
Distributable Before Ded$44,439DistributableBeforeDedAmt
Distributable As Adjusted$44,439DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,375ExpensesAndContributionsAmt
Qualifying Distributions$50,375QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,439DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$58,400ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$52,650ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$54,500ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$165,550TotalExcessDistributionCyovAmt
Qualifying Distributions$50,375QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,439AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,936RemainingDistriFromCorpusAmt
Total Corpus$171,486TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$171,486ExcessDistriCyovToNextYrAmt
Excess From Year3$58,400ExcessFromYear3Amt
Excess From Year2$52,650ExcessFromYear2Amt
Excess From Year1$54,500ExcessFromYear1Amt
Excess From Current Year$5,936ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SPECIAL OLYMPICS IOWA
551 SE DOVETAIL ROADGRIMESIA50111NAPUBLICGENERAL PURPOSES$2,000
MT MERCY UNIVERSITY
1330 ELMHURST DR NECEDAR RAPIDSIA52402NAPUBLICGENERAL PURPOSES$6,375
SHELTER HOUSE IOWA CITY
PO BOX 3146IOWA CITYIA52244NAPUBLICGENERAL PURPOSES$4,000
WILLIS DADY HOMELESS SERVICES
1247 4TH AVE SECEDAR RAPIDSIA52403NAPUBLICGENERAL PURPOSES$4,000
NUEVA GENERACION
2663 LENNOXVILLE RDBEAUFORTNC28516NAPUBLICGENERAL PURPOSES$10,000
PIMA MNTHLY MTG RELIGIOUS SOCIETY FRNDS
931 N 5TH AVETUCSONAZ85705NAPUBLICGENERAL PURPOSES$2,000
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVE STE 1100NBETHESDAMD20814NAPUBLICGENERAL PURPOSES$3,000
OPEN HEARTLAND
HIGHWAY 6IOWA CITYIA52240NAPUBLICGENERAL PURPOSES$5,000
BOYS GIRLS CLUB
420 6TH ST SECEDAR RAPIDSIA52401NAPUBLICGENERAL PURPOSES$2,000
EL KAHIR AUXILIARY
190 RIDGEWOOD DRIVEHIAWATHAIA52233NAPUBLICGENERAL PURPOSES$3,000
CRITTER CRUSADERS OF CEDAR RAPIDS
PO BOX 10111CEDAR RAPIDSIA52410NAPUBLICGENERAL PURPOSES$2,000
REGINA FOUNDATION
2140 ROCHESTER AVEIOWA CITYIA52245NAPUBLICGENERAL PURPOSES$2,000
STATE UNIVERSITY OF IOWA FOUNDATION
ONE WEST PARK ROADIOWA CITYIA52242NAPCGENERAL PURPOSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,375TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,016ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,829ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$37,362ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$23,517ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$23,517TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
JEFFREY K FLECK
14438 BUCKINGHAM LANEIOWA CITYIA52245$75,000Yes (X)
LU ANN FLECK
24438 BUCKINGHAM LANEIOWA CITYIA52245$75,000Yes (X)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWELLS FARGOCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$750,482BookValueAmt
EOYFMV$740,315EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBRADLEY & RILEY PCCategoryTxt
Legal Fees$835LegalFeesAmt
Net Investment Income$835NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryWELLS FARGO ADVISORSCategoryTxt
Amt$6,182Amt
Net Investment Income$6,182NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPRIOR YEAR TAX BALANCECategoryTxt
Amt$519Amt
Net Investment Income$519NetInvestmentIncomeAmt

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