BETA

JARVIS CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JARVIS CHARITABLE TR (EIN 32-6204737)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202223139349102122
Schema version
2021v4.2
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)
Return2022-11-09T09:47:23-00:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411893575PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LifeStyle Tax & Accounting ServicesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17213 Forestview Lane NAddressLine1Txt
CityMaple GroveCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55369ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN326204737EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jarvis Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJARVBusinessNameControlTxt
Phone7635457586PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16540 Hampshire Place NorthAddressLine1Txt
CityGolden ValleyCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKenneth W JarvisPersonNm
Person TitleTrusteePersonTitleTxt
Phone7635457586PhoneNum
Signature2022-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBruce A McKimmyPreparerPersonNm
PTINP01305468PTIN
Phone6122542748PhoneNum
Preparation2022-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$57,111FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$2,303DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,303DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$72NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$72CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,375TotalRevAndExpnssAmt
Total Net Invst Incm$2,375TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$275AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$275AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$67OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$67OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Net Invst Incm$25TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$94OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$94OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$461TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$461TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,461TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$461TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$914ExcessRevenueOverExpensesAmt
Net Investment Income$1,914NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,437SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,563SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,563SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$50,074CorporateStockBOYAmt
Corporate Stock EOY$51,291CorporateStockEOYAmt
Corporate Stock EOYFMV$55,548CorporateStockEOYFMVAmt
Total Assets BOY$52,511TotalAssetsBOYAmt
Total Assets EOY$52,854TotalAssetsEOYAmt
Total Assets EOYFMV$57,111TotalAssetsEOYFMVAmt
Grants Payable BOY$970GrantsPayableBOYAmt
Grants Payable EOY$2,557GrantsPayableEOYAmt
Loans From Officers BOY$1,359LoansFromOfficersBOYAmt
Loans From Officers EOY$1,372LoansFromOfficersEOYAmt
Total Liabilities BOY$2,329TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,929TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$50,074CapitalStockBOYAmt
Capital Stock EOY$51,291CapitalStockEOYAmt
Retained Earning BOY$108RetainedEarningBOYAmt
Retained Earning EOY-$2,366RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$50,182TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$48,925TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$52,511TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$52,854TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$50,182TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$914ExcessRevenueOverExpensesAmt
Subtotal$51,096SubtotalAmt
Other Decreases$2,171OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$48,925TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$72CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressnoneWebsiteAddressTxt
Individual With BooksKenneth W JarvisIndividualWithBooksNm
Phone7635457586PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16540 Hampshire Place NorthAddressLine1Txt
CityGolden ValleyCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Kenneth W Jarvis
6540 Hampshire Place NGolden ValleyMN55427Trustee004.00$0
John C Feltl
10900 Wayzetta Boulevard Suite 200MinnetonkaMN55305Trustee000.20$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1The Jarvis Charitable Trust administers a grant program and is not involved in direct charitable activities.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$50,844AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,227AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$53,071TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$53,071AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$796CashDeemedCharitableAmt
Net Vl Noncharitable Assets$52,275NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,614MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,614MinimumInvestmentReturnAmt
Tax Based On Investment Income$27TaxBasedOnInvestmentIncomeAmt
Total Tax$27TotalTaxAmt
Distributable Before Adj$2,587DistributableBeforeAdjAmt
Distributable Before Ded$2,587DistributableBeforeDedAmt
Distributable As Adjusted$2,587DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,000ExpensesAndContributionsAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,587DistributableAsAdjustedAmt
Undistributed Income PY$970UndistributedIncomePYAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt
Applied To Year1$970AppliedToYear1Amt
Applied To Current Year$30AppliedToCurrentYearAmt
Undistributed Income CY$2,557UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ISD #182
711 Poplar StreetCrosbyMN56441PCScholarship Fund$500
Regions Hospital
640 Jackson StreetSaint PaulMN55101PCResearch$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$72UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$72UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$72TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLifeStyle Tax PrepCategoryTxt
Amt$275Amt
Net Investment Income$275NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100 shares of ATT, Inc.$7,151$4,920
100 shares of BP PLC Sponsored$3,524$2,663
100 shares of CF Inds Holdgs, Inc Com$3,128$7,078
100 shares of Chimera Invt Corp Com New$1,495$1,508
200 shares of Freeport McMoran, Inc.$3,637$8,346
100 shares of NVE Corp Com New$13,744$13,660
100 shares of Prospect Cap Corp$850$841
100 shares of Royal Dutch Shell ADR EA REP 2 CL A$6,783$4,340
200 shares of Glaxosmithkline, PLC$7,842$8,820
100 shares of Physicians Realty Trust$1,577$1,883
50 shares of BAE Systems$1,560$1,489

Legal Fees Schedule LegalFeesSchedule

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonKen JarvisLenderPersonNm
TitleTrusteeTitleTxt
Balance Due$1,372BalanceDueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNet Asset AdjustmentDesc
Amt$2,171Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
State Filing Fee$25$25
Office Expense$69$69

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Investment Expenses$9$9
Commission and Fees$58$58

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Taxes PaidCategoryTxt
Amt$25Amt
Net Investment Income$25NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.