JENKINS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JENKINS CHARITABLE FOUNDATION INC (EIN 45-3482652)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-27
- IRS object ID
- 202333009349100323
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-27T14:05:52-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 H STREET SUITE 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | 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 | 453482652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENKINS CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JENK | BusinessNameControlTxt |
| Phone | 8139610530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 W DELEON ST | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD S JENKINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8139610530 | PhoneNum |
| Signature | 2023-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | JENKINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH BELL | PreparerPersonNm |
| PTIN | P01696827 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Preparation | 2023-10-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $4,330,583 | 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 | $444,618 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $435 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $435 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $86,792 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,558 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$85,698 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,339,914 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $446,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,993 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,995 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,135 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,135 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,654 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,533 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,995 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $173,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,325 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,567 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,682 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,682 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,313,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,015,395 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,530,882 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $240,837 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $615,409 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $620,019 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,639,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,810,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,330,583 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,639,492 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,810,486 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,639,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,810,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,639,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,810,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,639,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $173,363 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,812,855 | SubtotalAmt |
| Other Decreases | $2,369 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,810,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $1,195,238 | $1,465,548 | -$270,310 | -$270,310 |
| PUBLICLY TRADED SECURITIES - LT | $1,144,676 | $960,064 | $184,612 | $184,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$85,698 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $741 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $741 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $741 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $35 | EsPenaltyAmt |
| Tax Due | $776 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMIE BROWN | IndividualWithBooksNm |
| Phone | 8138396565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 W DELEON ST | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD S JENKINS | ||||||||
| 3010 W DELEON AVE | TAMPA | FL | 33609 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CAROLE C JENKINS | ||||||||
| 3010 W DELEON AVE | TAMPA | FL | 33609 | TREASURER | 0.00 | $0 | $0 | $0 |
| LAURA LAROCCA | ||||||||
| 3010 W DELEON AVE | TAMPA | FL | 33609 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,270,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,412,013 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,412,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,345,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $741 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $741 | TotalTaxAmt |
| Distributable Before Adj | $216,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,551 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,995 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $231,995 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $335,162 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $325,078 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $332,694 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $315,852 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $267,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,576,122 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $231,995 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $216,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,444 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,591,566 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $335,162 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,256,404 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $325,078 | ExcessFromYear4Amt |
| Excess From Year3 | $332,694 | ExcessFromYear3Amt |
| Excess From Year2 | $315,852 | ExcessFromYear2Amt |
| Excess From Year1 | $267,336 | ExcessFromYear1Amt |
| Excess From Current Year | $15,444 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD S JENKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 W DELEON AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8138396565 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIAL FORMS ARE REQUIRED, HOWEVER, THE ORGANIZATION MUST BE A QUALIFIED 501(C)(3). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CHARITABLE GIFT FUND | ||||||
| 100 FEDERAL STREET | BOSTON | MA | 02110 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $180,000 |
| LOVE INC OF METRO TAMPA INC | ||||||
| 6005 N 9TH ST | TAMPA | FL | 33604 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $435 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,792 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$85,698 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,529 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,529 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN HANCOCK LIFE & HEALTH INC CO RICHARD B JENKINS DECENDENT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4402 W DALE AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336093707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $444,618 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,995 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,995 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACADEMY SPORTS AND OUTDOORS | $71,762 | $94,519 |
| AIRBNB INC | $31,378 | $21,974 |
| AMAZON COM INC COM | $67,818 | $50,400 |
| AMAZON COM INC COM | $108,241 | $57,120 |
| AMERICAN TOWER REIT INC | $26,032 | $21,186 |
| AMN HEALTHCARE SVCS INC | $33,255 | $30,538 |
| APPLE INC | $35,254 | $131,006 |
| APPLIED MATERIAL INC | $26,532 | $43,237 |
| AUTODESK INC DEL PV | $49,242 | $47,091 |
| BERKSHIRE HATHAWAY INC | $98,369 | $100,393 |
| BLACKSTONE INC | $64,538 | $44,737 |
| BROADCOM INC | $69,628 | $88,343 |
| CITI GROUP INC COM NEW | $33,731 | $27,005 |
| COCA COLA COM | $29,836 | $30,215 |
| COCA COLA COM | $42,626 | $42,364 |
| CONOCOPHILLIPS | $42,684 | $89,308 |
| CONOCOPHILLIPS | $55,880 | $69,148 |
| DEERE CO | $30,971 | $36,016 |
| DISNEY (WALT) CO COM STK | $47,004 | $36,616 |
| DUKE ENERGY CORP NEW | $49,675 | $72,561 |
| EAST WEST BANCORP INC | $45,439 | $42,835 |
| EDWARDS LIFESCIENCES CORP | $54,490 | $40,066 |
| ELI LILLY & CO | $32,951 | $148,477 |
| ELI LILLY & CO | $51,997 | $68,778 |
| EPAM SYSTEMS INC SHS | $56,818 | $47,522 |
| EQUINOR ASA | $81,640 | $74,915 |
| FORTINET INC | $21,413 | $40,188 |
| GENL DYNAMICS CORP | $39,958 | $46,645 |
| HASBRO INC COM | $26,867 | $32,040 |
| HILTON WORLDWIDE | $27,827 | $25,651 |
| HONEYWELL INTL INC | $53,196 | $57,218 |
| IDEXX LAB INC DEL $0.10 | $62,516 | $60,786 |
| LOCKHEED MARTIN CORP | $55,704 | $134,577 |
| MASTERCARD INC | $64,133 | $66,764 |
| MERCK AND CO INC SHS | $51,623 | $114,596 |
| MICROCHIP TECHNOLOGY INC | $48,955 | $168,061 |
| MICROSOFT CORP | $83,676 | $93,050 |
| MORGAN STANLEY | $37,869 | $75,769 |
| MSCI INC | $56,661 | $74,892 |
| NVIDIA | $49,832 | $29,228 |
| NVIDIA | $46,907 | $50,711 |
| OCCIDENTAL PETE CORP CAL | $8,369 | $7,559 |
| PAYPAL HOLDINGS INC | $57,381 | $32,049 |
| PHILIP MORRIS INTL INC | $65,795 | $73,023 |
| PRINCIPAL FINANCIAL GRP | $28,980 | $45,377 |
| QUALCOMM INC | $22,191 | $16,491 |
| QUALCOMM INC | $47,372 | $39,688 |
| ROBLOX CORP REG SHS CL A | $55,389 | $28,460 |
| SHELL PLC | $59,268 | $51,617 |
| SOUTHERN COMPANY | $38,965 | $56,534 |
| TOTAL SE | $48,929 | $58,422 |
| ULTA BEAUTY INC | $49,458 | $62,855 |
| UNITED RENTALS INC | $76,554 | $84,590 |
| UNITEDHEALTH GROUP INC | $49,321 | $49,307 |
| VEEVA SYS INC | $57,850 | $44,380 |
| VERIZON COMMUNICATIONS COM | $134,865 | $115,203 |
| WALMART INC | $36,307 | $34,880 |
| WEX INC | $30,184 | $29,293 |
| YUM BRANDS INC | $17,801 | $19,212 |
| ZOETIS INC | $65,488 | $55,396 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK LIQUIDITY | AT COST | $320,530 | $320,626 |
| INVESCO QQQ TR | AT COST | $65,662 | $53,256 |
| ISHARES INTL SELECT | AT COST | $91,011 | $80,065 |
| ISHARES SELECT | AT COST | $49,275 | $81,579 |
| PACER US CASH COWS100 | AT COST | $45,712 | $46,250 |
| SPDR S&P 500 ETF | AT COST | $43,219 | $38,243 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $2,369 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $30,135 | Amt |
| Net Investment Income | $30,135 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $2,533 | $2,533 | $0 |
| IRS - PRIOR YEAR EXCISE | $8,121 | $0 | $0 |
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