JUMBY BAY FUND INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JUMBY BAY FUND INC (EIN 46-5409256)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202313179349309281
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)
Return2023-11-13T16:47:01-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311182600PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DUVALL & ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 SUGAR CAMP CIRCLE STE 300AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45409ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465409256EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUMBY BAY FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUMBBusinessNameControlTxt
Phone2684846009PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line187 ELM STREET SUITE 104-CAddressLine1Txt
CityCAMDENCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04843ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWAYNE KAFCSAKPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2684846044PhoneNum
Signature2023-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWAYNEPersonFirstNm
Person LastKAFCSAKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN DUVALLPreparerPersonNm
PTINP00248163PTIN
Phone9372284272PhoneNum
Preparation2023-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerWAYNE KAFCSAKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line187 ELM STREETAddressLine1Txt
Address Line2SUITE 104-CAddressLine2Txt
CityCAMDENCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04843ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$481,182GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://JUMBYBAYFUND.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionSUPPORTING CHARITABLE WORKS AND PROJECTS AS ALLOWED BY CORP CHARTER IN ANTIGUA TO ENSURE THAT COMMUNITY, CONSERVATION AND EDUCATION NEEDS ARE IDENTIFIED AND TO PROVIDE ASSISTANCE TO BENEFIT THE ANTIGUAN COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,367,542PYContributionsGrantsAmt
CY Contributions Grants$476,500CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,719PYInvestmentIncomeAmt
CY Investment Income$4,682CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,369,261PYTotalRevenueAmt
CY Total Revenue$481,182CYTotalRevenueAmt
PY Grants And Similar Paid$3,176,117PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$27,805CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,221PYOtherExpensesAmt
CY Other Expenses$275CYOtherExpensesAmt
PY Total Expenses$3,182,338PYTotalExpensesAmt
CY Total Expenses$28,080CYTotalExpensesAmt
PY Revenues Less Expenses-$813,077PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$453,102CYRevenuesLessExpensesAmt
Total Assets BOY$2,221,024TotalAssetsBOYAmt
Total Assets EOY$1,945,117TotalAssetsEOYAmt
Total Liabilities BOY$895,900TotalLiabilitiesBOYAmt
Total Liabilities EOY$166,891TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,325,124NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,778,226NetAssetsOrFundBalancesEOYAmt
MissionSUPPORTING CHARITABLE WORKS AND PROJECTS AS ALLOWED BY CORP CHARTER IN ANTIGUA TO ENSURE THAT COMMUNITY, CONSERVATION AND EDUCATION NEEDS ARE IDENTIFIED AND TO PROVIDE ASSISTANCE TO BENEFIT THE ANTIGUAN COMMUNITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$27,805ExpenseAmt
Grant$27,805GrantAmt
DescSUPPORT OF CONSERVATION, COMMUNITY PROJECTS AND EDUCATION NEEDS IN ANTIGUA.Desc
Total Program Service Expenses$27,805TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWAYNE KAFCSAKPersonNm
Phone2684846044PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line187 ELM STREETAddressLine1Txt
Address Line2SUITE 104-CAddressLine2Txt
CityCAMDENCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04843ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WAYNE KAFCSAK
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL GROSS
DIRECTOR0.25Yes (X)$0$0$0
IAN TERRY
DIRECTOR0.25Yes (X)$0$0$0
SALLY MORGAN
TRUSTEE ADVI0.25Yes (X)$0$0$0
MARTIN FRANKLIN
TRUSTEE ADVI0.25Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$476,500AllOtherContributionsAmt
Total Contributions$476,500TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,682TotalRevenueColumnAmt
Exclusion$4,682ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$481,182TotalRevenueColumnAmt
Exclusion$4,682ExclusionAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$27,805TotalAmt
Program Services$27,805ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Total$275TotalAmt
Management And General$275ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,080TotalAmt
Program Services$27,805ProgramServicesAmt
Management And General$275ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,153,524BOYAmt
EOY$1,921,742EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$67,500BOYAmt
EOY$23,375EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,221,024BOYAmt
EOY$1,945,117EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$895,900BOYAmt
EOY$166,891EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$895,900BOYAmt
EOY$166,891EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,325,124BOYAmt
EOY$1,778,226EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,325,124BOYAmt
EOY$1,778,226EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,221,024BOYAmt
EOY$1,945,117EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$453,102ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,645,105CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$567,305CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,892,080CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,367,542CurrentTaxYearMinus1YearAmt
Current Tax Year$476,500CurrentTaxYearAmt
Total$6,948,532TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,645,105CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$567,305CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,892,080CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,367,542CurrentTaxYearMinus1YearAmt
Current Tax Year$476,500CurrentTaxYearAmt
Total$6,948,532TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$6,948,532PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$35,010CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,719CurrentTaxYearMinus1YearAmt
Current Tax Year$4,682CurrentTaxYearAmt
Total$54,884TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$35,010CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,719CurrentTaxYearMinus1YearAmt
Current Tax Year$4,682CurrentTaxYearAmt
Total$54,884TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,645,105CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$602,315CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,905,553CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,369,261CurrentTaxYearMinus1YearAmt
Current Tax Year$481,182CurrentTaxYearAmt
Total$7,003,416TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99220PublicSupportCY509Pct
Public Support PY5090.99490PublicSupportPY509Pct
Investment Income CY0.01000InvestmentIncomeCYPct
Investment Income PY0.01000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA & CARIBBEANRegionTxt
Employee3EmployeeCnt
Type Of Activities ConductedPROGRAM SERVICESTypeOfActivitiesConductedTxt
Specific Services ProvidedCOMMUNITY(SEE DETAILSpecificServicesProvidedTxt
Region Total Expenditures$27,805RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Employees3SubtotalEmployeesCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$27,805SubtotalSpentAmt
Total Spent$27,805TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA & CARIBBEANRegionTxt
Purpose Of GrantCOMMUNITYPurposeOfGrantTxt
Cash Grant$27,805CashGrantAmt
Manner Of Cash DisbursementCHECKMannerOfCashDisbursementTxt
Valuation Method UsedFMVValuationMethodUsedDesc
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PAGE 1, PART I, LINE 3CENTRAL AMERICA & CARIBBEAN 27,805 0
SCHEDULE F, PAGE 5, PART VSCHEDULE F - PART 11 - LINE 1 GRANTS ARE ACCOUNTED FOR USING THE ACCRUAL BASIS OF ACCOUNTING.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BAN OFFICER WILL REVIEW THE RETURN BEFORE IT IS FILED. THE 990 IS ALSO AVAILABLE FOR THE BOARD'S REVIEW.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.

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