EJK FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
EJK FOUNDATION (EIN 83-4229407)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202243149349101534
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)
Return2022-11-10T11:49:28-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475456402PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAS CONSULTING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13072 CLARENDALE DR NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN834229407EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EJK FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O HOUSTON TRUST COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEJKFBusinessNameControlTxt
Phone7137155200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13737 BUFFALO SPEEDWAY STE 200AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARLA KNOBLOCHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3077341908PhoneNum
Signature2022-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCARLAPersonFirstNm
Person LastKNOBLOCHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE M WYRICKPreparerPersonNm
PTINP00190032PTIN
Phone4042594243PhoneNum
Preparation2022-11-10PreparationDt
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$30,392,938FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$222,072DividendsRevAndExpnssAmt
Dividends Net Invst Incm$222,072DividendsNetInvstIncmAmt
Dividends Adj Net Incm$222,072DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,765,755NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,087,304GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,765,755CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,987,827TotalRevAndExpnssAmt
Total Net Invst Incm$1,987,827TotalNetInvstIncmAmt
Total Adj Net Incm$222,072TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$2,306LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,306LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$141,320OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$141,320OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,276TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,276TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$15,699OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,699OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$164,601TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$164,601TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,750,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,750,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,914,601TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$164,601TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,750,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$73,226ExcessRevenueOverExpensesAmt
Net Investment Income$1,823,226NetInvestmentIncomeAmt
Adjusted Net Income$222,072AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,679,194CashBOYAmt
Cash EOY$16,799,139CashEOYAmt
Cash EOYFMV$16,799,139CashEOYFMVAmt
Corporate Stock BOY$7,199,343CorporateStockBOYAmt
Corporate Stock EOY$6,081,134CorporateStockEOYAmt
Corporate Stock EOYFMV$13,593,799CorporateStockEOYFMVAmt
Total Assets BOY$22,878,537TotalAssetsBOYAmt
Total Assets EOY$22,880,273TotalAssetsEOYAmt
Total Assets EOYFMV$30,392,938TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$22,878,537CapitalStockBOYAmt
Capital Stock EOY$22,880,273CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$22,878,537TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,880,273TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,878,537TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,880,273TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,878,537TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$73,226ExcessRevenueOverExpensesAmt
Subtotal$22,951,763SubtotalAmt
Other Decreases$71,490OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,880,273TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
6800 VANGUARD EM MKTP2021-06-17$232,492$177,321$55,171$55,171
6600 VANGUARD TOT STKP2021-06-17$1,322,442$537,487$784,955$784,955
7000 VANGUARD TOT STKP2021-12-23$1,532,370$606,741$925,629$925,629
FieldValueIRS element (for citing)
Capital Gain Net Income$1,765,755CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,343InvestmentIncomeExciseTaxAmt
Subtotal$25,343SubtotalAmt
Tax Based On Investment Income$25,343TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$78,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$78,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$588EsPenaltyAmt
Overpayment$52,069OverpaymentAmt
Applied To ES Tax$52,069AppliedToESTaxAmt

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
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 Line1HOUSTON TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7137155200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13737 BUFFALO SPEEDWAY STE 200AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CARLA KNOBLOCH
3737 BUFFALO SPEEDWAY STE 200HOUSTONTX77098TRUSTEE1.00$0$0$0
STEVENS SHARKEY
3737 BUFFALO SPEEDWAY STE 200HOUSTONTX77098TRUSTEE1.00$0$0$1,114
ELIZABETH GRAVES LOVE
3737 BUFFALO SPEEDWAY STE 200HOUSTONTX77098TRUSTEE10.00$0$0$4,661
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH GRAVES LOVE CONSULTINGBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14137 MARLOWE STREETAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77005ZIPCd
FieldValueIRS element (for citing)
Service TypeFOUNDATION MGMTServiceTypeTxt
Compensation$68,400CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,394,548AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,217,814AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,612,362TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$30,612,362AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$459,185CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,153,177NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,507,659MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,507,659MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,343TaxBasedOnInvestmentIncomeAmt
Total Tax$25,343TotalTaxAmt
Distributable Before Adj$1,482,316DistributableBeforeAdjAmt
Distributable Before Ded$1,482,316DistributableBeforeDedAmt
Distributable As Adjusted$1,482,316DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,750,000ExpensesAndContributionsAmt
Qualifying Distributions$1,750,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,482,316DistributableAsAdjustedAmt
Undistributed Income PY$1,266,485UndistributedIncomePYAmt
Qualifying Distributions$1,750,000QualifyingDistributionsAmt
Applied To Year1$1,266,485AppliedToYear1Amt
Applied To Current Year$483,515AppliedToCurrentYearAmt
Undistributed Income CY$998,801UndistributedIncomeCYAmt

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 PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ELKHORN MARINE CONSERVANCY
625 CLINTON SQUAREROCHESTERNY14604NONEN/ACONSERVATION$50,000
FOREST SOCIETY OF MAINE
115 FRANKLIN STBANGORME04401NONEN/ACONSERVATION$23,0003
GALVESTON BAY FOUNDATION
1725 TX-146KEMAHTX77565NONEN/ACONSERVATION$25,000
MAINE AUDUBON
20 GILSLAND FARM RDFALMOUTHME04105NONEN/ACONSERVATION$22,500
NATIONAL FOREST FOUNDATION
FORT MISSOULA RDMISSOULAMT59804NONEN/ACONSERVATION$500BLDG 27 STE 3
NORTH FLORIDA LAND TRUST
843 W MONROE STJACKSONVILLEFL32202NONEN/ACONSERVATION$500
THE CONSERVATION FUND
1655 N FORT MYER DRIVEARLINGTONVA22209NONEN/ACONSERVATION$1,500,000STE 1300
TROUT UNLIMITED
1777 NORTH KENT STREETARLINGTONVA22209NONEN/ACONSERVATION$500
UNIVERSITY OF CALIFORNIA
130 MULFORD HALLBERKELEYCA94720NONEN/ACONSERVATION$22,0003114
UNIVERSITY OF WYOMING
1000 E UNIVERSITY AVELARAMIEWY82071NONEN/AEDUCATION$100,000
WILD BIRD FUND
565 COLUMBUS AVENEW YORKNY10024NONEN/ACONSERVATION$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,750,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$222,072ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,765,755ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,987,827ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,987,827TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockHOUSTON TRUST CO SECURITIESStockNm
EOY Book Value$6,081,134EOYBookValueAmt
EOYFMV$13,593,799EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryOTHER LEGALCategoryTxt
Legal Fees$2,306LegalFeesAmt
Net Investment Income$2,306NetInvestmentIncomeAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL TAXES PAID$60,000
COWETA PARTNERS LLC$11,490

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MEMBERSHIP FEES$780$780
OFFICE SUPPLIES AND EXPENSES$1,284$1,284
TRAVEL EXPENSES$7,594$7,594
BANK CHARGES$6,041$6,041

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ELIZABETH GRAVES LOVE CONSULTING$68,400$68,400
HOUSTON TRUST CO$25,307$25,307
TAX PREPARATION FEES$3,500$3,500
CHARLES F GAUVIN CONSULTING$39,113$39,113
BATH SAVINGS INSTITUTION$5,000$5,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$5,276Amt
Net Investment Income$5,276NetInvestmentIncomeAmt

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