JCA CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JCA CHARITABLE FOUNDATION (EIN 98-6000847)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202303179349100045
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)
Return2023-11-13T09:50:37-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANTHONYPersonFirstNm
Person LastSHARPPersonLastNm
FieldValueIRS element (for citing)
SSN888008888SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A STARRPreparerPersonNm
PTINP00106413PTIN
Phone5166263992PhoneNum
Preparation2023-11-09PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$82,027,000FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,023,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$79,023DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,023DividendsNetInvstIncmAmt
Dividends Adj Net Incm$79,023DividendsAdjNetIncmAmt
Other Income Rev And Expnss$2OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$2OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,102,025TotalRevAndExpnssAmt
Total Net Invst Incm$79,025TotalNetInvstIncmAmt
Total Adj Net Incm$79,025TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$3,000LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$13,000AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$302,002OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$318,002TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,445,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,445,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,763,002TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,445,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,660,977ExcessRevenueOverExpensesAmt
Net Investment Income$79,025NetInvestmentIncomeAmt
Adjusted Net Income$79,025AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,197CashBOYAmt
Cash EOY$11,000CashEOYAmt
Cash EOYFMV$11,000CashEOYFMVAmt
Other Nts And Loans Rcvbl$130,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$191,108OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$130,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$130,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$87,440,824CorporateStockBOYAmt
Corporate Stock EOY$81,886,000CorporateStockEOYAmt
Corporate Stock EOYFMV$81,886,000CorporateStockEOYFMVAmt
Total Assets BOY$87,643,129TotalAssetsBOYAmt
Total Assets EOY$82,027,000TotalAssetsEOYAmt
Total Assets EOYFMV$82,027,000TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$87,643,129RetainedEarningBOYAmt
Retained Earning EOY$82,027,000RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$87,643,129TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$82,027,000TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$87,643,129TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$82,027,000TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$87,643,129TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,660,977ExcessRevenueOverExpensesAmt
Other Increases$647,977OtherIncreasesAmt
Subtotal$86,630,129SubtotalAmt
Other Decreases$4,603,129OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$82,027,000TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,161InvestmentIncomeExciseTaxAmt
Subtotal$3,161SubtotalAmt
Tax Based On Investment Income$3,161TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,168EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,168TotalPaymentsAndCreditsAmt
Overpayment$1,007OverpaymentAmt
Applied To ES Tax$1,007AppliedToESTaxAmt

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 FoundationfalsePrivateOperatingFoundationInd
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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

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$2,445,000ExpensesAndContributionsAmt
Qualifying Distributions$2,445,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$2,445,000QualifyingDistributionsAmt
Remaining Distri From Corpus$2,445,000RemainingDistriFromCorpusAmt
Total Corpus$2,445,000TotalCorpusAmt
Excess Distri Cyov To Next Yr$2,445,000ExcessDistriCyovToNextYrAmt
Excess From Current Year$2,445,000ExcessFromCurrentYearAmt

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.GrantOrContributionPurposeTxt
Amt$2,445,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,445,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$79,023RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$79,025RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$79,025TotalIncomeProducingActyAmt

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$13,000Amt

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$81,886,000EOYBookValueAmt
EOYFMV$81,886,000EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,000LegalFeesAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
FOREIGN EXCHANGE TRANSLATION LOSS$86,129
PENSION PROVISION$19,000
REALIZED & UNREALIZED CAPITAL LOSSES$4,498,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
SUNDRY EXPENSES$31,000
FIELD OFFICE EXPENSES$230,002
CONSULTANCY$41,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescROYALTIESDesc
Revenue And Expenses Per Books$2RevenueAndExpensesPerBooksAmt
Net Investment Income$2NetInvestmentIncomeAmt
Adjusted Net Income$2AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON-US SOURCE INCOMEDesc
Amt$647,977Amt

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$130,000BalanceDueAmt

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