JUMBY BAY FUND INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JUMBY BAY FUND INC (EIN 46-5409256)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-22
- IRS object ID
- 202243269349301159
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-22T10:56:18-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311182600 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUVALL & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SUGAR CAMP CIRCLE STE 300 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465409256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUMBY BAY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUMB | BusinessNameControlTxt |
| Phone | 9372285600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 SUGAR CAMP CIRCLE | AddressLine1Txt |
| City | OAKWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45409 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA J SCHEAR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2022-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | SCHEAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN DUVALL | PreparerPersonNm |
| PTIN | P00248163 | PTIN |
| Phone | 9372284272 | PhoneNum |
| Preparation | 2022-11-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA J SCHEAR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 SUGAR CAMP CIRCLE | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,369,261 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://JUMBYBAYFUND.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SUPPORTING CHARITABLE WORKS AND PROJECTS AS ALLOWED BY CORP CHARTER IN ANTIGUA TO ENSURE THAT COMMUNITY, CONSERVATION AND EDUCATION NEEDS ARE IDENTIFIED AND TO PROVIDE ASSISTANCE TO BENEFIT THE ANTIGUAN COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,892,080 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,367,542 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,473 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,719 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,905,553 | PYTotalRevenueAmt |
| CY Total Revenue | $2,369,261 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,836,110 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,176,117 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,691 | PYOtherExpensesAmt |
| CY Other Expenses | $6,221 | CYOtherExpensesAmt |
| PY Total Expenses | $2,844,801 | PYTotalExpensesAmt |
| CY Total Expenses | $3,182,338 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$939,248 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$813,077 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,544,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,221,024 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $406,340 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $895,900 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,138,201 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,325,124 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUPPORTING CHARITABLE WORKS AND PROJECTS AS ALLOWED BY CORP CHARTER IN ANTIGUA TO ENSURE THAT COMMUNITY, CONSERVATION AND EDUCATION NEEDS ARE IDENTIFIED AND TO PROVIDE ASSISTANCE TO BENEFIT THE ANTIGUAN COMMUNITY. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,176,117 | ExpenseAmt |
| Grant | $3,176,117 | GrantAmt |
| Desc | SUPPORT OF CONSERVATION, COMMUNITY PROJECTS AND EDUCATION NEEDS IN ANTIGUA. | Desc |
| Total Program Service Expenses | $3,176,117 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE SCHEAR | PersonNm |
| Phone | 9375462825 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 HARMAN AVE | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45419 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MARTIN FRANKLIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE KAFCSAK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SALLY MORGAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA J SCHEAR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| IAN TERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $2,367,542 | AllOtherContributionsAmt |
| Total Contributions | $2,367,542 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,719 | TotalRevenueColumnAmt |
| Exclusion | $1,719 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,369,261 | TotalRevenueColumnAmt |
| Exclusion | $1,719 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,176,117 | TotalAmt |
| Program Services | $3,176,117 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,120 | TotalAmt |
| Management And General | $2,120 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,745 | TotalAmt |
| Management And General | $2,745 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885 | TotalAmt |
| Management And General | $885 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Total | $471 | TotalAmt |
| Management And General | $471 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,182,338 | TotalAmt |
| Program Services | $3,176,117 | ProgramServicesAmt |
| Management And General | $6,221 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,530,541 | BOYAmt |
| EOY | $2,153,524 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,000 | BOYAmt |
| EOY | $67,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,544,541 | BOYAmt |
| EOY | $2,221,024 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,340 | BOYAmt |
| EOY | $895,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,340 | BOYAmt |
| EOY | $895,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,138,201 | BOYAmt |
| EOY | $1,325,124 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,138,201 | BOYAmt |
| EOY | $1,325,124 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,544,541 | BOYAmt |
| EOY | $2,221,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$813,077 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,374,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,645,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $567,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,892,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,367,542 | CurrentTaxYearAmt |
| Total | $9,846,082 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,374,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,645,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $567,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,892,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,367,542 | CurrentTaxYearAmt |
| Total | $9,846,082 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $9,846,082 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $35,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,719 | CurrentTaxYearAmt |
| Total | $50,202 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $35,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,719 | CurrentTaxYearAmt |
| Total | $50,202 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,374,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,645,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $602,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,905,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,369,261 | CurrentTaxYearAmt |
| Total | $9,896,284 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99490 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99390 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA & CARIBBEAN | RegionTxt |
| Employee | 3 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | COMMUNITY(SEE DETAIL | SpecificServicesProvidedTxt |
| Region Total Expenditures | $3,176,117 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Subtotal Spent | $3,176,117 | SubtotalSpentAmt |
| Total Spent | $3,176,117 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (16 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| CENTRAL AMERICA & CARIBBEAN | COMMUNITY SUPPORT | $13,392 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | COMMUNITY PROJECT | $10,000 | CHECK | FMV |
| CENTRAL & CARIBBEAN | COMMUNITY | $40,000 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | COMMUNITY | $21,576 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | COMMUNITY | $11,644 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | COMMUNITY | $13,333 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | COMMUNITY SUPPORT | $78,687 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | EDUCATION | $148,200 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | CONSERVATION | $40,192 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | EDUCATION | $85,000 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | CONSERVATION | $7,308 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | COMMUNITY SPORTS | $22,766 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | COMMUNITY | $72,320 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | EDUCATION | $1,568,910 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | EDUCATION | $1,000,000 | CHECK | FMV |
| CENTRAL AMERICA & CARIBBEAN | COMMUNITY SUPPORT | $37,200 | CHECK | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PAGE 1, PART I, LINE 3 | CENTRAL AMERICA & CARIBBEAN 3,176,117 0 |
| SCHEDULE F, PAGE 5, PART V | SCHEDULE F - PART 11 - LINE 1 GRANTS ARE ACCOUNTED FOR USING THE ACCRUAL BASIS OF ACCOUNTING. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 2 | JUMBY BAY FUND FUNDED CONSTRUCTION OF A NEW SECONDARY AND TERTIARY EDUCATION BLOCK AT ST ANTHONY'S SCHOOL AND THEN OFFERED SCHOLARSHIP FUNDS. JUMBY BAY HAWKSBILL CONSERVATION PROJECT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | AN OFFICER WILL REVIEW THE RETURN BEFORE IT IS FILED. THE 990 IS ALSO AVAILABLE FOR THE BOARD'S REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. |
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