JAKE OWEN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAKE OWEN FOUNDATION (EIN 27-3637791)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349103178
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T10:28:32-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820982133 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Drennan & Associates PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 Music Square East Suite 100 | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | 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 | 273637791 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jake Owen Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAKE | BusinessNameControlTxt |
| Phone | 6159884660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 29th Ave S | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | joshua owen | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 6159884660 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | joshua | PersonFirstNm |
| Person Last | owen | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melinda Drennan | PreparerPersonNm |
| PTIN | P00348799 | PTIN |
| Phone | 6156205800 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,350,476 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $687,235 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,015 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,015 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,015 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $206,103 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $206,103 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $897,353 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,015 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $210,118 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,373 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $74,307 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $228,413 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,207 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $133,412 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $78,908 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $304,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $133,412 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,908 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $530,830 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $530,830 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $834,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $133,412 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $609,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $76,706 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,066,966 | CashBOYAmt |
| Cash EOY | $1,350,476 | CashEOYAmt |
| Cash EOYFMV | $1,350,476 | CashEOYFMVAmt |
| Acct Rcvbl | $30,500 | AcctRcvblAmt |
| Acct Rcvbl BOY | $64,900 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $30,500 | AcctRcvblEOYAmt |
| Total Assets BOY | $1,131,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,380,976 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,350,476 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $131 | AccountsPayableBOYAmt |
| Deferred Revenue BOY | $292,500 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $494,300 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $14,989 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $307,620 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $494,300 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $824,246 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $886,676 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $824,246 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $886,676 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,131,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,380,976 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $824,246 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,430 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $886,676 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $886,676 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | https://www.jakeowenfoundation.org/ | WebsiteAddressTxt |
| Individual With Books | Platinum Business Management Cons | IndividualWithBooksNm |
| Phone | 6159884660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 29th Ave S | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37212 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Joshua Owen | ||||||||
| 116 29th Ave S | Nashville | TN | 37212 | Executive Director | 0.00 | $0 | $0 | $0 |
| Steve Owen | ||||||||
| 116 29th Ave S | Nashville | TN | 37212 | Secretary | 0.00 | $0 | $0 | $0 |
| Jackie Warrick | ||||||||
| 116 29th Ave S | Nashville | TN | 37212 | Treasurer | 0.00 | $0 | $0 | $0 |
| Jarrod Owen | ||||||||
| 116 29th Ave S | Nashville | TN | 37212 | Foundation Manager | 10.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Golf & Fishing Tournaments | Description1Txt |
| Expenses1 | $223,527 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $885,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $885,578 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $885,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,284 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $872,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $609,738 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $609,738 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $43,615 | CurrentYearAmt |
| Year1 | $36,068 | Year1Amt |
| Year2 | $38,969 | Year2Amt |
| Year3 | $13,813 | Year3Amt |
| Total | $132,465 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $37,073 | CurrentYearAmt |
| Year1 | $30,658 | Year1Amt |
| Year2 | $33,124 | Year2Amt |
| Year3 | $11,741 | Year3Amt |
| Total | $112,595 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $609,738 | CurrentYearAmt |
| Year1 | $453,500 | Year1Amt |
| Year2 | $566,500 | Year2Amt |
| Year3 | $465,500 | Year3Amt |
| Total | $2,095,238 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $609,738 | CurrentYearAmt |
| Year1 | $453,500 | Year1Amt |
| Year2 | $566,500 | Year2Amt |
| Year3 | $465,500 | Year3Amt |
| Total | $2,095,238 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Big Brothers Big Sisters | |||||
| 403 N US Highway 1 | Fort Pierce | FL | 34950 | Assistance to Indigent Families | $20,000 |
| Bobby Jones Chiari & Syringomye Foundation | |||||
| 69-39 Yellowstone Blvd STE 21 | Forest Hills | NY | 11375 | Assistance to Indigent Families | $3,000 |
| Boys & Girls Club of Indian River | |||||
| PO Box 3068 | Vero Beach | FL | 32964 | Assistance to Indigent Families | $20,000 |
| Childcare Resources of Indian River | |||||
| 2300 5th Ave STE 149 | Vero Beach | FL | 32960 | Assistance to Indigent Families | $10,000 |
| Children's Home Society of Florida | |||||
| 650 10th Street | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| Dasie Bridgewater Hope Center Inc | |||||
| 8445 64th Avenue | Wabasso | FL | 32970 | Assistance to Indigent Families | $15,000 |
| Educational Foundation of Indian River County Inc | |||||
| PO Box 7046 | Vero Beach | FL | 32961 | Assistance to Indigent Families | $15,000 |
| Hibiscus Children's Center Inc | |||||
| PO Box 305 | Jensen Beach | FL | 34958 | Assistance to Indigent Families | $20,000 |
| Indian River Golf Foundation | |||||
| 4595 22nd Lane | Vero Beach | FL | 32966 | Assistance to Indigent Families | $15,000 |
| Mardy Fish Foundation | |||||
| PO Box 648158 | Vero Beach | FL | 32964 | Assistance to Indigent Families | $20,000 |
| Mental Health Association of Indian River County | |||||
| 820 37th Place | Vero Beach | FL | 32960 | Assistance to Indigent Families | $15,000 |
| Quail Valley Charities | |||||
| 2345 Highway A1A | Vero Beach | FL | 32963 | Assistance to Indigent Families | $25,000 |
| Safe Families for Children | |||||
| 1400 27th St | Vero Beach | FL | 32960 | Assistance to Indigent Families | $10,000 |
| Scholarship Foundation-Indian River County Inc | |||||
| 333 17th Street Suite T | Vero Beach | FL | 32961 | Assistance to Indigent Families | $25,000 |
| St Jude Children's Hospital | |||||
| 1102 17th Avenue South | Nashville | TN | 37212 | Assistance to Indigent Families | $45,000 |
| The Hope for Families Center Inc | |||||
| 720 4th Street | Vero Beach | FL | 32962 | Assistance to Indigent Families | $15,000 |
| The Learning Alliance | |||||
| PO Box 643446 | Vero Beach | FL | 32964 | Assistance to Indigent Families | $15,000 |
| VNA Hospice of Indian River County | |||||
| 1110 35th Lane | Vero Beach | FL | 32960 | Assistance to Indigent Families | $10,000 |
| Youth Guidance Donation Fund of Indian River County Inc | |||||
| 1028 20th Place | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| Monterey Peninsula Foundation | |||||
| 5 Mandeville Court Ste 101 | Monterey | CA | 93940 | Assistance to Indigent Families | $24,000 |
| Greater Good Music co Players Philanthropy Fund | |||||
| 1122 Kenilworth Dr Ste 201 | Towson | MD | 21204 | Assistance to Indigent Families | $13,000 |
| Mayo Clinic Dept of Development | |||||
| 200 First Street SW | Rochester | MN | 55905 | Assistance to Indigent Families | $35,000 |
| Trinity Episcopal Church | |||||
| 2365 Pine Avenue | Vero Beach | FL | 32960 | Assistance to Indigent Families | $25,000 |
| United Way of Indian River County | |||||
| 1836 14th Avenue | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| Gifford Middle School | |||||
| 1530 28th Court | Vero Beach | FL | 32960 | Assistance to Indigent Families | $17,500 |
| Senior Resource Association | |||||
| 694 14th Street | Vero Beach | FL | 32960 | Assistance to Indigent Families | $15,000 |
| AlzheimersParkinson Association | |||||
| 2300 5th Avenue | Vero Beach | FL | 32960 | Assistance to Indigent Families | $15,000 |
| Indian River County Health Start | |||||
| 1555 Indian River Blvd Ste B241 | Vero Beach | FL | 32960 | Assistance to Indigent Families | $15,000 |
| Florida Sheriffs Youth Ranch | |||||
| 4055 41st Avenue | Vero Beach | FL | 32960 | Assistance to Indigent Families | $7,500 |
| Vero Beach Little League | |||||
| 2595 13th Avenue | Vero Beach | FL | 32960 | Assistance to Indigent Families | $5,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $530,830 | 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 | $4,015 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $206,103 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,015 | ExclusionAmt |
| Related Or Exempt Function Incm | $206,103 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,118 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumberTxt |
| Relationship Statement | MONEY RAISED IS USED TO PROVIDE ASSISTANCE TO INDIGENT FAMILIES | RelationshipStatementTxt |
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 (39 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Barstool Sports Inc | |||||||||||
| 1 | 15 W 27th St 3rd Fl | New York | NY | 10001 | $114,100 | Yes (X) | |||||
| Gibson Produce & Watermelon Sales LLC | |||||||||||
| 2 | PO Box 69 | Vero Beach | FL | 32961 | $20,000 | Yes (X) | |||||
| George E Warren LLC | |||||||||||
| 3 | 3001 Ocean Drive Ste 203 | Vero Beach | FL | 32963 | $20,000 | Yes (X) | |||||
| Tad Corrigan | |||||||||||
| 4 | 7150 20th St NO E | Vero Beach | FL | 32966 | $10,000 | Yes (X) | |||||
| Dale Sorensen Real Estate Inc | |||||||||||
| 5 | 3206 Cardinal Drive | Vero Beach | FL | 32964 | $20,000 | Yes (X) | |||||
| Kevin Harvick Foundation | |||||||||||
| 6 | 648D Griffith Rd | Charlotte | NC | 28217 | $20,000 | Yes (X) | |||||
| Paul Massey | |||||||||||
| 7 | 466 33rd Ave SW | Vero Beach | FL | 32968 | $10,000 | Yes (X) | |||||
| Thomas Corr Family Foundation | |||||||||||
| 8 | 3001 Ocean Drive Ste 203 | Vero Beach | FL | 32963 | $13,000 | Yes (X) | |||||
| Busch Slipakoff Mills & Slomka | |||||||||||
| 9 | 319 Clematis Street Suite 109 | West Palm Beach | FL | 33401 | $15,000 | Yes (X) | |||||
| Nortstar Contracting Group | |||||||||||
| 10 | 9135 Avenue C | Orlando | FL | 32824 | $15,000 | Yes (X) | |||||
| Vero Beach Country Club | |||||||||||
| 11 | 800 30th Street | Vero Beach | FL | 32960 | $8,000 | Yes (X) | |||||
| Steve Owen | |||||||||||
| 12 | 1660 E Rosewood Court | Vero Beach | FL | 32966 | $5,000 | Yes (X) | |||||
| Proctor Construction Company | |||||||||||
| 13 | 2050 Highway US 1 - STE 200 | Vero Beach | FL | 32960 | $15,000 | Yes (X) | |||||
| Corporate Air Inc | |||||||||||
| 14 | 3450 Airport West Dr | Vero Beach | FL | 32963 | $7,500 | Yes (X) | |||||
| Westmark Construction Company | |||||||||||
| 15 | 3003 Cardinal Dr STE D | Vero Beach | FL | 32963 | $7,500 | Yes (X) | |||||
| Paul Kelly | |||||||||||
| 16 | 1365 River Ridge Rd | Vero Beach | FL | 32963 | $6,000 | Yes (X) | |||||
| Mills Short & Associates LLC | |||||||||||
| 17 | 700 22nd Place Suite 2c/2d | Vero Beach | FL | 32960 | $10,000 | Yes (X) | |||||
| South State Bank | |||||||||||
| 18 | 855 21st Street | Vero Beach | FL | 32960 | $10,000 | Yes (X) | |||||
| Toyota of Vero Beach | |||||||||||
| 19 | 1075 S US 1 | Vero Beach | FL | 32962 | $20,000 | Yes (X) | |||||
| Monterey Peninsula Foundation | |||||||||||
| 20 | 5 Mandeville Court Ste 101 | Monterey | CA | 93941 | $56,335 | Yes (X) | |||||
| Reed Charitable Foundation | |||||||||||
| 21 | 2900 Lake Shore Drive | Orlando | FL | 32803 | $20,000 | Yes (X) | |||||
| Don Meadows | |||||||||||
| 22 | 525 Pitman Avenue | Vero Beach | FL | 32968 | $5,000 | Yes (X) | |||||
| David Beswick | |||||||||||
| 23 | $35,000 | Yes (X) | 31 Keyes Court | Woodbridge | Ontario | CA | L4H 4V6 | ||||
| Rick Reider Family Foundation | |||||||||||
| 24 | 270 Dale Drive | Short Hills | NJ | 07078 | $33,000 | Yes (X) | |||||
| Robert Gibb | |||||||||||
| 25 | 1 Johns Island Drive | Vero Beach | FL | 32963 | $33,500 | Yes (X) | |||||
| Big Loud Records LLC | |||||||||||
| 26 | 47 Music Square East Ste 100 | Nashville | TN | 37203 | $30,000 | Yes (X) | |||||
| John Rothermel | |||||||||||
| 27 | 1164 McLynn Avenue NE | Atlanta | GA | 30306 | $10,000 | Yes (X) | |||||
| Patrick Lemmond | |||||||||||
| 28 | 5625 Woodsong Trail | Dunwoody | GA | 30338 | $10,000 | Yes (X) | |||||
| Keith Kite | |||||||||||
| 29 | 1045 Winding River Road | Vero Beach | FL | 32963 | $7,500 | Yes (X) | |||||
| C & H Farms | |||||||||||
| 30 | 1075 Leatherwood Road | White Bluff | TN | 37187 | $5,000 | Yes (X) | |||||
| Logo Labs Inc | |||||||||||
| 31 | PO Box 22389 PMB 49357 | Nashville | TN | 37202 | $5,000 | Yes (X) | |||||
| Joseph Schlitt LLC | |||||||||||
| 32 | 866 41st Court | Vero Beach | FL | 32960 | $5,000 | Yes (X) | |||||
| Sailfish Brewing Company | |||||||||||
| 33 | 130 N Second Street | Ft Pierce | FL | 34950 | $5,000 | Yes (X) | |||||
| Anne Wagner | |||||||||||
| 34 | 776 Norfolk Pine Lane | Vero Beach | FL | 32963 | $10,000 | Yes (X) | |||||
| Barth Construcion Inc | |||||||||||
| 35 | 1717 Indian River Blvd Ste 202-A | Vero Beach | FL | 32960 | $25,000 | Yes (X) | |||||
| The Barnett Family Fund co Goldmand Sachs Phillanthropy Fund | |||||||||||
| 36 | PO Box 15203 | Albany | NY | 12212 | $10,000 | Yes (X) | |||||
| Tony Becky Mendola | |||||||||||
| 37 | 2225 SW 80 Street | Ocala | FL | 34476 | $10,800 | Yes (X) | |||||
| Christopher Mills | |||||||||||
| 38 | 14888 Horseshoe Trace | Wellington | FL | 33414 | $15,000 | Yes (X) | |||||
| Melbourne Greyhound Park | |||||||||||
| 39 | 1100 North Wickham Road | Melbourne | FL | 32935 | $10,000 | Yes (X) | |||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Indirect Accounting Fees | CategoryTxt |
| Amt | $1,373 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Office Supplies | $392 | $0 | $0 | $0 |
| Website | $1,531 | $0 | $0 | $0 |
| Event Expense | $223,527 | $11,207 | $133,412 | $78,908 |
| License/Permits | $21 | $0 | $0 | $0 |
| Meals - 100% | $928 | $0 | $0 | $0 |
| Bank Charges | $2,014 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gross Income from Special Fundraising Events | Desc |
| Revenue And Expenses Per Books | $206,103 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $206,103 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to/from JRNEWO, Inc. | Desc |
| BOY Book Value | $14,989 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
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