CLAY & LARA JENKINS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CLAY & LARA JENKINS FOUNDATION (EIN 80-0016283)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202201369349105460
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)
Return2022-05-16T14:11:26-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN751978109PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YWRD PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1611 S ClayAddressLine1Txt
CityEnnisCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800016283EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLAY & LARA JENKINS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLAYBusinessNameControlTxt
Phone9729381234PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1516 W MAINAddressLine1Txt
CityWAXAHACHIECityNm
State AbbreviationTXStateAbbreviationCd
ZIP75165ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLAY LEWIS JENKINSPersonNm
Person TitleV. PresidentPersonTitleTxt
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCLAY LEWISPersonFirstNm
Person LastJENKINSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTaylor Strona CPAPreparerPersonNm
PTINP01256524PTIN
Phone9728782611PhoneNum

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$1,649,984FMVAssetsEOYAmt
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$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,140DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,140DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$80,995NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$110,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$80,995CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$129,136TotalRevAndExpnssAmt
Total Net Invst Incm$129,136TotalNetInvstIncmAmt
Interest Rev And Expnss$36InterestRevAndExpnssAmt
Taxes Rev And Expnss$1,340TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,376TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$69,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$69,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$70,626TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$69,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$58,510ExcessRevenueOverExpensesAmt
Net Investment Income$129,136NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,320SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$47,796SavAndTempCashInvstEOYAmt
Other Investments BOY$723,125OtherInvestmentsBOYAmt
Other Investments EOY$742,259OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,649,984OtherInvestmentsEOYFMVAmt
Other Assets EOY$1OtherAssetsEOYAmt
Total Assets BOY$737,445TotalAssetsBOYAmt
Total Assets EOY$790,056TotalAssetsEOYAmt
Total Assets EOYFMV$1,649,984TotalAssetsEOYFMVAmt
Grants Payable BOY$1,000GrantsPayableBOYAmt
Total Liabilities BOY$1,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$736,445RetainedEarningBOYAmt
Retained Earning EOY$790,056RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$736,445TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$790,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$737,445TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$790,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$736,445TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$58,510ExcessRevenueOverExpensesAmt
Subtotal$794,955SubtotalAmt
Other Decreases$4,899OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$790,056TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
452.448 VANGUARD STOCK MKT IDX ADMP2020-01-012021-07-28$50,000$13,442$36,558$36,558
514.095 VANGUARD LT STOCK MKT INX ADMP2020-01-012021-12-23$60,000$15,563$44,437$44,437
FieldValueIRS element (for citing)
Capital Gain Net Income$80,995CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,795InvestmentIncomeExciseTaxAmt
Subtotal$1,795SubtotalAmt
Tax Based On Investment Income$1,795TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$14EsPenaltyAmt
Tax Due$1,809TaxDueAmt
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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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 Line1SARAH KERWINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9729381234PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1516 W MAINAddressLine1Txt
CityWAXAHACHIECityNm
State AbbreviationTXStateAbbreviationCd
ZIP75165ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CLAY LEWIS JENKINS
3624 POTOMACDALLASTX752052111V. President0.00$0
LARA JENKINS
3624 POTOMACDALLASTX752052111President0.00$0
JO ANN JENKINS
516 WEST MAINWAXAHACHIETX75165Treasurer0.00$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$1,598,494AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,938AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,619,432TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,619,432AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,291CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,595,141NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,757MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,757MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,795TaxBasedOnInvestmentIncomeAmt
Total Tax$1,795TotalTaxAmt
Distributable Before Adj$77,962DistributableBeforeAdjAmt
Distributable Before Ded$77,962DistributableBeforeDedAmt
Distributable As Adjusted$77,962DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$69,250ExpensesAndContributionsAmt
Qualifying Distributions$69,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,962DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$52,251ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$52,251TotalExcessDistributionCyovAmt
Qualifying Distributions$69,250QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$69,250AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$8,712ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,712ExcessDistributionCyovAppCYAmt
Total Corpus$43,539TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$43,539ExcessDistriCyovToNextYrAmt
Excess From Year2$43,539ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCLAY LEWIS JENKINSContributingManagerNm
Contributing ManagerLARA JENKINSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Vogel Alcove
7557 Rambler Rd Ste 262DallasTX75231NoneEOFChildcare center for homeless children$250
Friendship West Baptist Church
2020 W Wheatland RoadDallasTX75232NonePCGeneral ministry$250
Concord Baptist Church
6808 Pastor Bailey DriveDallasTX75237NonePCGeneral ministry$250
Kirkwood Temple Church
1440 Sunny Glen DrDallasTX75232NonePCGeneral Ministry$200
Highland Park United Methodist Chur
3300 Mockingbird LaneDallasTX75205MemberPCGeneral ministry; childrens ministry$13,000
CitySquare
511 N AKARD ST STE 302DALLASTX75201NoneEOFSustainer sponsor - fight against poverty$2,000
GOOD STREET BAPTIST CHURCH
3110 BONNIE VIEW ROADDALLASTX75216NonePCGeneral ministry$200
Eastgate Missionary Baptist Church
6960 S POLKDALLASTX75232None501(c)(3)General ministry$100
NEW MOUNT ZION BAPTIST
9550 SHEPHERD ROADDALLASTX75243NonePCGeneral ministry$250
IBOC
7701 S WESTMORELANDDALLASTX75237None501(c)(3)General ministry$200
FULL GOSPEL HOLY TEMPLE
39727 LBJ FREEWAYDALLASTX75237NonePCGeneral ministry$150
METRO DALLAS HOMELESS ALLIANCE
2816 SWISS AVENUEDALLASTX75204None501(c)(3)Advocacy, planning & education to end homelessness.$200
THE POTTER'S HOUSE
6777 W KIEST BLVDDALLASTX75208NonePCGeneral ministry$500
ROYAL LANE BAPTIST CHURCH
6707 ROYAL LANDDALLASTX75230NonePCGeneral ministry$1,250
ST LUKE COMMUNITY UNITED METHODIST
5710 E R L THORNTON FWYDALLASTX75223NonePCGeneral ministry$200
UNITED WAY OF WEST ELLIS COUNTY
P O BOX 1025MIDLOTHIANTX76065None501(c)(3)IMPROVE COMMUNITY LIVES$250
PARKLAND FOUNDATION
2777 N STEMMONS FRWY SUITE 1700DALLASTX75207NoneEOFCAPITAL CAMPAIGN TO BUILD NEW HOSPITAL$8,000
FAMILY GATEWAY
711 SOUTH ST PAUL STDALLASTX75201NoneEOFHELPING HOMELESS CHILDREN & FAMILIES ACHIEVE INDEPENDENCE THROUGH SUPPORTIVE HOUSING, SOCIAL SERVICES AND EDUCATION$1,000
WILSHIRE BAPTIST CHURCH
4316 ABRAMS RDDALLASTX75214NonePCGENERAL MINISTRY AS NEEDED.$500
CATHOLIC CHARITIES OF DALLAS
2843 LAPSLEY STDALLASTX75212NonePCSERVICES TO THOSE IN NEED IN THE DALLAS AREA$1,000
VARIOUS OTHER
516 W MAINWAXAHACHIETX75165NonePOFASSIST WITH NEEDS OF UNDERPRIVILEGED YOUTH$500
CASA OF ELLIS COUNTY
601 WATERWAXAHACHIETX75165NonePCSUPPORT CHILDREN'S ADVOCACY$2,000
NORTH TEXAS FOOD BANK
3677 MAPLESHADE LANEPLANOTX75075NoneEOFLOCAL FOOD BANK$500
Cochran Chapel United Methodist Chu
9027 Midway RoadDallasTX75209NoneEOFGeneral Ministry$1,000
Dallas College Foundation
1601 Botham Jean BlvdDallasTX75215NonePFSCHOLARSHIP ENDOWMENT$10,000
March to the Polls
3000 Pegasus Park Drive Suite 930DallasTX75247NONEPCGENERAL SUPPORT$2,500
Metrocare Services
1345 River Bend Dr Suite 200DallasTX75247NONEEOFGENERAL SUPPORT$10,500
Texas Justice and Education Fund
6 E St SEWashingtonDC20003NONEPCGENERAL SUPPORT$10,000
SPCA Dallas
2400 Lone Star DrDallasTX75212NONEPCGENERAL SUPPORT$1,500
American Red Cross North Texas Regi
2055 KENDALL DRDALLASTX75235NONEPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$69,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,140ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$80,995RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$48,141ExclusionAmt
Related Or Exempt Function Incm$80,995RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129,136TotalIncomeProducingActyAmt

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPenaltiesDesc
Amt$4,899Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1,340Amt

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