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JARVIS CHARITABLE TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JARVIS CHARITABLE TR (EIN 32-6204737)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202323199349103977
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)
Return2023-11-15T12:10:13-00:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKennethPersonFirstNm
Person LastJarvisPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBruce A MckimmyPreparerPersonNm
PTINP01305468PTIN
Phone6122542748PhoneNum
Preparation2023-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$55,072FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$2,765DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,765DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,281NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,872GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$484TotalRevAndExpnssAmt
Total Net Invst Incm$2,765TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$285AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$285AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$396OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$396OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$27TaxesRevAndExpnssAmt
Taxes Net Invst Incm$27TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$149OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$149OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$857TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$857TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,090ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,090ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,947TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$857TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,090TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,463ExcessRevenueOverExpensesAmt
Net Investment Income$1,908NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,563SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,298SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,298SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$51,291CorporateStockBOYAmt
Corporate Stock EOY$48,438CorporateStockEOYAmt
Corporate Stock EOYFMV$53,774CorporateStockEOYFMVAmt
Total Assets BOY$52,854TotalAssetsBOYAmt
Total Assets EOY$49,736TotalAssetsEOYAmt
Total Assets EOYFMV$55,072TotalAssetsEOYFMVAmt
Grants Payable BOY$2,557GrantsPayableBOYAmt
Grants Payable EOY$2,185GrantsPayableEOYAmt
Loans From Officers BOY$1,372LoansFromOfficersBOYAmt
Loans From Officers EOY$1,438LoansFromOfficersEOYAmt
Total Liabilities BOY$3,929TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,623TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$51,291CapitalStockBOYAmt
Capital Stock EOY$48,438CapitalStockEOYAmt
Retained Earning BOY-$2,366RetainedEarningBOYAmt
Retained Earning EOY-$2,325RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$48,925TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$46,113TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$52,854TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$49,736TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$48,925TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,463ExcessRevenueOverExpensesAmt
Other Increases$651OtherIncreasesAmt
Subtotal$46,113SubtotalAmt
Tot Net Ast Or Fund Balances EOY$46,113TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Woodside Energy Group .07 ShsP2022-06-012022-06-01$2$2
ATT 100 shsP2013-07-152022-04-13$1,856$2,790-$934-$934
ATT 100 shsP2018-10-052022-04-13$1,856$2,655-$799-$799
Warner Bros .383 shsP2018-10-052022-04-08$9$13-$4-$4
Warner Bros 24.192 shsP2013-07-152022-04-13$579$874-$295-$295
Warner Bros 23.808 shsP2018-10-052022-04-13$570$819-$249-$249
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,243CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$27InvestmentIncomeExciseTaxAmt
Subtotal$27SubtotalAmt
Tax Based On Investment Income$27TaxBasedOnInvestmentIncomeAmt
Tax Due$27TaxDueAmt

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
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$53,001AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,740AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$55,741TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$55,741AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$836CashDeemedCharitableAmt
Net Vl Noncharitable Assets$54,905NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,745MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,745MinimumInvestmentReturnAmt
Tax Based On Investment Income$27TaxBasedOnInvestmentIncomeAmt
Total Tax$27TotalTaxAmt
Distributable Before Adj$2,718DistributableBeforeAdjAmt
Distributable Before Ded$2,718DistributableBeforeDedAmt
Distributable As Adjusted$2,718DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,090ExpensesAndContributionsAmt
Qualifying Distributions$3,090QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,718DistributableAsAdjustedAmt
Undistributed Income PY$2,557UndistributedIncomePYAmt
Qualifying Distributions$3,090QualifyingDistributionsAmt
Applied To Year1$2,557AppliedToYear1Amt
Applied To Current Year$533AppliedToCurrentYearAmt
Undistributed Income CY$2,185UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Mount Olivet Lutheran Church
5025 Knox Avenue SMinneapolisMN55419PCCharity$90
Freshwater Church
138 W 1st StreetWaconiaMN55387PCCharity$1,000
Crosby-Ironton Schools
711 Poplar StreetCrosbyMN56441PCScholarship$800
Regions Hospital Foundation
640 Jackson StreetSaint PaulMN55101PCResearch$800
MN Epilepsy Foundation
7760 France Avenue S Ste 210BloomingtonMN55435PCCharity$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,090TotalGrantOrContriPdDurYrAmt

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$2,765UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$2,281UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$484UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$484TotalIncomeProducingActyAmt

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$285Amt
Net Investment Income$285NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100 shares of BP PLC Sponsored$3,524$3,493
100 shares of CF Inds Holdgs, Inc Com$3,128$8,520
100 shares of Chimera Invt Corp Com New$1,491$550
200 shares of Freeport McMoran, Inc.$3,637$7,600
100 shares of NVE Corp Com New$13,744$12,950
100 shares of Prospect Cap Corp$843$699
100 shares of Shell PLC$6,783$5,695
100 shares of Physicians Realty Trust$1,534$1,447
50 shares of BAE Systems$1,560$2,059
50 shares of BHP Group Limited$3,967$3,103
160 shares of GSK PLC$6,418$5,622
200 shares of Haleon, PLC$1,424$1,600
18 shares of Woodside Energy Group$385$436

Legal Fees Schedule LegalFeesSchedule

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonKen JarvisLenderPersonNm
TitleTrusteeTitleTxt
Balance Due$1,438BalanceDueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
State Filing Fee$25$25
Office Expense$88$88
Misc$36$36

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNet Asset AdjustmentDesc
Amt$651Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Investment Expenses$24$24
Commission and Fees$273$273
Brokerage Account Fee$74$74
Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Tax PaidCategoryTxt
Amt$27Amt
Net Investment Income$27NetInvestmentIncomeAmt

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