BETA

JKF FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JKF FOUNDATION (EIN 83-2903105)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202201369349102465
Schema version
2021v4.0
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)
Return2022-05-16T08:10:54-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421163315PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bradley & Riley PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12007 First Avenue SEAddressLine1Txt
CityCedar RapidsCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52406ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832903105EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JKF FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJKFFBusinessNameControlTxt
Phone3197215486PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14438 BUCKINGHAM LANEAddressLine1Txt
CityIOWA CITYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52245ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY K FLECKPersonNm
Person TitlePresidentPersonTitleTxt
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREY KPersonFirstNm
Person LastFLECKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatrick M CourtneyPreparerPersonNm
PTINP00618528PTIN
Phone3193630101PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,081,918FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$33,197InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$33,197InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,382DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,382DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,382DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$236NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$188,149GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$236CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$469NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$33,197OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$44,816TotalRevAndExpnssAmt
Total Net Invst Incm$44,815TotalNetInvstIncmAmt
Total Adj Net Incm$45,048TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$759LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$759LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$759LegalFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$6,770OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,770OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$6,770OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$67TaxesRevAndExpnssAmt
Taxes Net Invst Incm$67TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,596TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,596TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$7,529TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,096TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,596TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$7,529TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$54,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,280ExcessRevenueOverExpensesAmt
Net Investment Income$37,219NetInvestmentIncomeAmt
Adjusted Net Income$37,519AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,904CashBOYAmt
Cash EOY$56,665CashEOYAmt
Cash EOYFMV$56,665CashEOYFMVAmt
Sav And Temp Cash Invst BOY$908,257SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$854,779SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,025,253SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$922,161TotalAssetsBOYAmt
Total Assets EOY$911,444TotalAssetsEOYAmt
Total Assets EOYFMV$1,081,918TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$922,161NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$911,444NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$922,161TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$911,444TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$922,161TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$911,444TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$922,161TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,280ExcessRevenueOverExpensesAmt
Other Increases$6,563OtherIncreasesAmt
Subtotal$911,444SubtotalAmt
Tot Net Ast Or Fund Balances EOY$911,444TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

How AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
P2021-01-012021-06-30$2,631$2,162$469$469
P2019-01-012021-12-31$185,518$185,751-$233-$233
FieldValueIRS element (for citing)
Capital Gain Net Income$236CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$469NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$517InvestmentIncomeExciseTaxAmt
Subtotal$517SubtotalAmt
Tax Based On Investment Income$517TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Tax Due$518TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateIAOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY K FLECKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3197215486PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14438 BUCKINGHAM LANEAddressLine1Txt
CityIOWA CITYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52245ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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
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
JEFFREY K FLECK
4438 BUCKINGHAM LANEIOWA CITYIA52245President0.00$0
LU ANN FLECK
4438 BUCKINGHAM LANEIOWA CITYIA52245Vice President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$517TaxBasedOnInvestmentIncomeAmt
Total Tax$517TotalTaxAmt
Distributable Before Adj$517DistributableBeforeAdjAmt
Distributable Before Ded$517DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,500ExpensesAndContributionsAmt
Qualifying Distributions$54,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$58,400ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$52,650ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$111,050TotalExcessDistributionCyovAmt
Qualifying Distributions$54,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$54,500RemainingDistriFromCorpusAmt
Total Corpus$165,550TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$165,550ExcessDistriCyovToNextYrAmt
Excess From Year2$58,400ExcessFromYear2Amt
Excess From Year1$52,650ExcessFromYear1Amt
Excess From Current Year$54,500ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NUEVA GENERACION
2663 LENNOXVILLE RDBEAUFORTNC28516NAPUBLICGENERAL PURPOSES$11,500
MT MERCY UNIVERSITY
1330 ELMHURST DR NECEDAR RAPIDSIA52402NAPUBLICGENERAL PURPOSES$5,000
SHELTER HOUSE IOWA CITY
PO BOX 3146IOWA CITYIA52244NAPUBLICGENERAL PURPOSES$5,000
WILLIS DADY HOMELESS SERVICES
1247 4TH AVE SECEDAR RAPIDSIA52403NAPUBLICGENERAL PURPOSES$3,000
PIMA MNTHLY MTG RELIGIOUS SOCIETY FRNDS
931 N 5TH AVETUCSONAZ85705NAPUBLICGENERAL PURPOSES$4,000
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVE STE 1100NBETHESDAMD20814NAPUBLICGENERAL PURPOSES$2,000
OPEN HEARTLAND
HIGHWAY 6IOWA CITYIA52240NAPUBLICGENERAL PURPOSES$6,000
BOYS GIRLS CLUB
420 6TH ST SECEDAR RAPIDSIA52401NAPUBLICGENERAL PURPOSES$5,000
WATKINS ATHLETIC ASSOCIATION
PO BOX 140WATKINSIA52354NAPUBLICGENERAL PURPOSES$5,000
CRITTER CRUSADERS OF CEDAR RAPIDS
PO BOX 10111CEDAR RAPIDSIA52410NAPUBLICGENERAL PURPOSES$3,000
REGINA FOUNDATION
2140 ROCHESTER AVEIOWA CITYIA52245NAPUBLICGENERAL PURPOSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion$11,382ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion$33,197ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$236RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$44,580ExclusionAmt
Related Or Exempt Function Incm$236RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,816TotalIncomeProducingActyAmt

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BRADLEY & RILEY PC$675$675$675$0
BRADLEY & RILEY PC$84$84$84$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$33,197RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryWELLS FARGO ADVISORSCategoryTxt
Amt$6,770Amt
Net Investment Income$6,770NetInvestmentIncomeAmt
Adjusted Net Income$6,770AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$67Amt
Net Investment Income$67NetInvestmentIncomeAmt

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