JOYFUL BLESSINGS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOYFUL BLESSINGS FOUNDATION (EIN 46-1358883)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-14
- IRS object ID
- 202331659349100003
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-14T09:33:14-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571060705 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADSHAW GORDON & CLINKSCALES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 E WASHINGTON ST STE B | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296012963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461358883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYFUL BLESSINGS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOYF | BusinessNameControlTxt |
| Phone | 2145636120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3690 CONSERVATION TRAIL | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32163 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A THOMPSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2145636120 | PhoneNum |
| Signature | 2023-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | THOMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN GRAHAM | PreparerPersonNm |
| PTIN | P00955566 | PTIN |
| Phone | 8642330590 | PhoneNum |
| Preparation | 2023-06-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,413,801 | 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 | $16,756 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,585 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,585 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $130,785 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,785 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,473 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,184,091 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,473 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $305,599 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $288,843 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $65,455 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,455 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $65,455 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,905 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,880 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $86,360 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,455 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $359,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $359,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $424,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$139,761 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $217,508 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,968 | CashBOYAmt |
| Cash EOY | $209,699 | CashEOYAmt |
| Cash EOYFMV | $209,699 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $364,513 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $439,835 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $439,835 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,698,067 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,389,651 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,259,532 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $278,392 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $239,774 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $229,924 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,135,822 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,135,657 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,274,811 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,543,762 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,414,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,413,801 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,543,762 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,414,616 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,543,762 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,414,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,543,762 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,414,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,543,762 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$139,761 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,615 | OtherIncreasesAmt |
| Subtotal | $6,414,616 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,414,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | $838,083 | $939,714 | -$101,631 | -$101,631 |
| PUBLICLY TRADED SECURITIES - LT | P | $1,332,218 | $1,092,904 | $239,314 | $239,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,473 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,023 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,023 | SubtotalAmt |
| Tax Based On Investment Income | $3,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $54 | EsPenaltyAmt |
| Overpayment | $923 | OverpaymentAmt |
| Applied To ES Tax | $923 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN A THOMPSON | IndividualWithBooksNm |
| Phone | 2145636120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3690 CONSERVATION TRAIL | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN A THOMPSON | |||||||||||||
| 3690 CONSERVATION TRAIL | THE VILLAGES | FL | 32163 | PRESIDENT | 5.00 | $0 | $0 | $0 | |||||
| CHRISTINA H THOMPSON | |||||||||||||
| 3690 CONSERVATION TRAIL | THE VILLAGE | FL | 32163 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| SCOTT S HAMRICK | |||||||||||||
| 2559 WASHINGTON DR | GILBERTSVILLE | PA | 19525 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| KRISTA HAMRICK | |||||||||||||
| 2559 WASHINGTON DR | GILBERTSVILLE | PA | 19525 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| GRAYSON HAMRICK | |||||||||||||
| 2559 WASHINGTON DR | GILBERTSVILLE | PA | 19525 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| ASHER HAMRICK | |||||||||||||
| 2559 WASHINGTON DR | GILBERTSVILLE | PA | 19525 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| DAVID THOMPSON | |||||||||||||
| 136 LANNEAU DR | GREENVILLE | SC | 29605 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| PAIGE P THOMPSON | |||||||||||||
| 136 LANNEAU DR | GREENVILLE | SC | 29605 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| ELIZABETH J THOMPSON | |||||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | WILDGANSSTRASSE 41 | ST POLTEN | ST POLTEN | AU | 3100 | ||||
| BERND GALLNER | |||||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | WILDGANSSTRASSE 41 | ST POLTEN | ST POLTEN | AU | 3100 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,020,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $540,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,561,171 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,561,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,418 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,417,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $470,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $470,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,023 | TotalTaxAmt |
| Distributable Before Adj | $467,865 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $467,865 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $467,865 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $424,455 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $424,455 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $467,865 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $6,047 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,603 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,294 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,917 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $158,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $424,455 | QualifyingDistributionsAmt |
| Applied To Current Year | $424,455 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $43,410 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $43,410 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $115,451 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $115,451 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $51,534 | ExcessFromYear2Amt |
| Excess From Year1 | $63,917 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN A THOMPSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALAQUA ANIMAL REFUGE | |||||||
| 115 DUGAS WAY | FREEPORT | FL | 32439 | PC | GENERAL SUPPORT | $60,000 | |
| BAUMONT SCHOOL | |||||||
| 3301 NORTH PARK BLVD | CLEVELAND HEIGHTS | OH | 44118 | PC | GENERAL SUPPORT | $10,000 | |
| BEYOND THE WALL | |||||||
| 509 W BERCHMAN ST | FRUITLAND PARK | FL | 34731 | PC | GENERAL SUPPORT | $10,000 | |
| CADENCE INTERNATIONAL | |||||||
| PO BOX 1268 | ENGLEWOOD | CO | 80150 | PC | GENERAL SUPPORT | $7,500 | |
| CANINE HEALING PROJECT | |||||||
| 1320 HAMPTON AVE EXT | GREENVILLE | SC | 29601 | PC | GENERAL SUPPORT | $10,000 | SUITE 8 |
| CAPITOL MINISTRIES | |||||||
| PO BOX 222222 | SANTA CLARITA | CA | 91322 | PC | GENERAL SUPPORT | $5,000 | |
| CASE WESTER RESERVE BASKETBALL | |||||||
| 2138 ADELBERT RD | CLEVELAND | OH | 44106 | PC | GENERAL SUPPORT | $2,500 | |
| COMMUNITY FOUNDATION | |||||||
| 630 EAST WASHINGTON ST | GREENVILLE | SC | 29601 | PC | GENERAL SUPPORT | $7,500 | SUITE A |
| DESIGNING 4 HOPE | |||||||
| PO BOX 42 | UWCHLAND | PA | 19480 | PC | GENERAL SUPPORT | $2,500 | |
| FRIENDSHIP DIVE RESCUE | |||||||
| 423 W HIGH ST | PHOENIXVILLE | PA | 19460 | PC | GENERAL SUPPORT | $11,000 | |
| HACK THE HOOD | |||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $7,500 | |
| HAPPY 2 BE HOME | |||||||
| 2211 SWAMP PIKE | GILBERTSVILLE | PA | 19525 | PC | GENERAL SUPPORT | $2,500 | |
| JETT FOUNDATION INC | |||||||
| 36 CORDAGE PARK CIRCLE | PLAYMOUTH | MA | 02360 | PC | GENERAL SUPPORT | $1,000 | SUITE 32B |
| LACE UP | |||||||
| 646 S BARRINGTON AVE | LOS ANGELES | CA | 90049 | PC | GENERAL SUPPORT | $2,500 | |
| MUSTARD SEED MALAWI | |||||||
| 375 COLUMBUS AVE | HAWLEY | PA | 18428 | PC | GENERAL SUPPORT | $1,000 | |
| NEW COVENANT UNITED METHODIST | |||||||
| 3470 WOODRIDGE DR | THE VILLAGES | FL | 32162 | PC | GENERAL SUPPORT | $175,000 | |
| NEW HANOVER UNITED METHODIST | |||||||
| 2211 SWAMP PIKE | GIBERTSVILLE | PA | 19525 | PC | GENERAL SUPPORT | $11,000 | |
| PARSONS CIRCLE COMMUNITY OUTREACH | |||||||
| 138 BUSNELL PLAZA | BUSHNELL | FL | 33513 | PC | GENERAL SUPPORT | $10,000 | SUITE 103A |
| PEACE CENTER FOUNDATION | |||||||
| 101 WEST BROAD ST | GREENVILLE | SC | 29601 | PC | GENERAL SUPPORT | $10,000 | |
| PROJECT 1151 INC | |||||||
| 6406 DEXTER BLUFF COURT | SUGAR LAND | TX | 77479 | PC | GENERAL SUPPORT | $2,500 | |
| TELFORD DIVING RESCUE UNIT | |||||||
| 2349 SHELLY ROAD | HARLEYSVILLE | PA | 19438 | PC | GENERAL SUPPORT | $2,500 | |
| URBAN PROMISE INTERNATIONAL | |||||||
| 3700 RUDDEROW ST | PENNSAUKEN | NJ | 08110 | PC | GENERAL SUPPORT | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $359,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,585 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,785 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $151,473 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $288,843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $288,843 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN THOMPSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3690 CONSERVATION TRAIL | AddressLine1Txt |
| City | THE VILLAGE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,715 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $239,774 | EOYBookValueAmt |
| EOYFMV | $229,924 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. LARGE CAP | $1,605,623 | $2,849,041 |
| U.S. MID CAP | $816,166 | $1,097,702 |
| U.S. SMALL CAP | $585,049 | $677,285 |
| INTERNATIONAL DEVELOPED | $1,010,640 | $1,200,016 |
| EMERGING MARKETS | $372,173 | $435,488 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | AT COST | $970,406 | $976,390 |
| COMMODITIES | AT COST | $165,251 | $223,329 |
| PRIVATE EQUITY | AT COST | $75,092 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO COST BASIS | Desc |
| Amt | $10,615 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $52,257 | $52,257 | $52,257 |
| ADVISORY FEE | $13,198 | $13,198 | $13,198 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $5,880 | $5,880 |
| SECTION 4940 EXCISE TAX | $15,025 |
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