JEM CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: JEM CHARITABLE FOUNDATION (EIN 47-2054575)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-03
IRS object ID: 202113079349100036
Schema version: 2020v4.0
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Legal Fees Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-03T10:53:43-07:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	823521158	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Michael J Lubowicki dba K2S	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3910 Caughey Road Suite 210	AddressLine1Txt
City	Erie	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	16506	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	472054575	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JEM CHARITABLE FOUNDATION	BusinessNameLine1Txt
Business Name Line2	% K2S MICHAEL J LUBOWICKI	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JEMC	BusinessNameControlTxt
Phone	8144591445	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3910 CAUGHEY ROAD 210	AddressLine1Txt
City	ERIE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	16506	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL J LUBOWICKI	PersonNm
Person Title	Treasurer	PersonTitleTxt
Signature	2021-11-03	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL J	PersonFirstNm
Person Last	LUBOWICKI	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Michael J Lubowicki	PreparerPersonNm
PTIN	P01273071	PTIN
Phone	8144591445	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$24,040,473	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$3,976,623	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$4,045	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$4,045	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$4,045	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$355,467	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$355,467	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$355,467	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$375,623	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$7,351,217	GrossSalesPriceAmt
Total Rev And Expnss	$3,960,512	TotalRevAndExpnssAmt
Total Net Invst Incm	$359,512	TotalNetInvstIncmAmt
Total Adj Net Incm	$359,512	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$37,500	CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss	$23,782	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$23,782	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$17,825	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$17,825	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$19,200	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$85,295	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$83,276	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$250	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$183,602	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$83,276	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$41,857	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,100,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,100,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,283,602	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$83,276	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,141,857	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,676,910	ExcessRevenueOverExpensesAmt
Net Investment Income	$276,236	NetInvestmentIncomeAmt
Adjusted Net Income	$359,512	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$9,407	CashBOYAmt
Cash EOY	$2,976	CashEOYAmt
Cash EOYFMV	$2,976	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$86,621	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,976,688	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,976,689	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$884	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$885	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$884	PrepaidExpensesEOYFMVAmt
Other Investments BOY	$18,893,344	OtherInvestmentsBOYAmt
Other Investments EOY	$21,059,924	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$21,059,924	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$18,990,256	TotalAssetsBOYAmt
Total Assets EOY	$24,040,473	TotalAssetsEOYAmt
Total Assets EOYFMV	$24,040,473	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$506	AccountsPayableBOYAmt
Accounts Payable EOY	$585	AccountsPayableEOYAmt
Total Liabilities BOY	$506	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$585	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$18,989,750	RetainedEarningBOYAmt
Retained Earning EOY	$24,039,888	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$18,989,750	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$24,039,888	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$18,990,256	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$24,040,473	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$18,989,750	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,676,910	ExcessRevenueOverExpensesAmt
Other Increases	$2,373,228	OtherIncreasesAmt
Subtotal	$24,039,888	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$24,039,888	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FNB BANK	P	2020-12-31	2020-12-31	$4,345,097	$4,298,144	$46,953	$46,953
PNC BANK	P	2020-12-31	2020-12-31	$3,006,120	$3,428,696	-$422,576	-$422,576

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$375,623	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$375,623	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,840	InvestmentIncomeExciseTaxAmt
Subtotal	$3,840	SubtotalAmt
Tax Based On Investment Income	$3,840	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$7,500	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$7,500	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$20	EsPenaltyAmt
Overpayment	$3,640	OverpaymentAmt
Applied To ES Tax	$3,640	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL J LUBOWICKI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8144591445	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3910 CAUGHEY ROAD SUITE 210	AddressLine1Txt
City	ERIE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	16506	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
MICHAEL J LUBOWICKI
K2S 3910 CAUGHEY ROAD STE 210	ERIE	PA	16506	Treasurer	5.00	$11,250
JOHN MANTYLA
6326 NW 80 TERRACE	PARKLAND	FL	33067	President	5.00	$15,000
JOHN PAGANIE
2612 N TORINO DR	PORT CLINTON	OH	43452	Director	5.00	$11,250

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$18,454,863	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$594,244	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$19,049,107	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$19,049,107	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$285,737	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$18,763,370	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$938,169	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$938,169	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,840	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,840	TotalTaxAmt
Distributable Before Adj	$934,329	DistributableBeforeAdjAmt
Distributable Before Ded	$934,329	DistributableBeforeDedAmt
Distributable As Adjusted	$934,329	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,141,857	ExpensesAndContributionsAmt
Qualifying Distributions	$1,141,857	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$1,141,857	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$934,329	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$5,523	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,819	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,053,200	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$968,660	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$182,970	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,212,172	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,141,857	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$934,329	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$207,528	RemainingDistriFromCorpusAmt
Total Corpus	$2,419,700	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$5,523	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,414,177	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,819	ExcessFromYear4Amt
Excess From Year3	$1,053,200	ExcessFromYear3Amt
Excess From Year2	$968,660	ExcessFromYear2Amt
Excess From Year1	$182,970	ExcessFromYear1Amt
Excess From Current Year	$207,528	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JEM CHARITABLE FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	3910 CAUGHEY ROAD SUITE 210	AddressLine1Txt
City	ERIE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	16506	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8144591445	RecipientPhoneNum
Form And Info And Materials	WRITTEN REQUEST	FormAndInfoAndMaterialsTxt
Submission Deadlines	NO DEADLINE	SubmissionDeadlinesTxt
Restrictions On Awards	AWARD ONLY TO PUBLIC CHARITIES	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Cathedral Preparatory School
225 West 9th Street	Erie	PA	16501	PC	Scholarships	$275,000
Gannon University
109 University Square	Erie	PA	16541	PC	Scholarships	$275,000
St Peter Cathedral Church
230 West 10th Street	Erie	PA	16501	PC	For property and plant	$110,000
Saint Mary's Home of Erie
607 East 26th Street	Erie	PA	16504	PC	For benevolent care	$440,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,100,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$4,045	RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$355,467	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$375,623	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$16,111	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$16,111	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	3	LineNumberTxt
Relationship Statement	ALLOWS TO PROMOTE CHARITABLE PURPOSES BY MAKING GRANTS TO PUBLICLY SUPPORTED 501 (C) (3) CHARITABLE ORGANIZATIONS.	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	Estate of James E Mantyla	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	120 West 10th Street	AddressLine1Txt
City	Erie	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	16501	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$3,976,623	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FELIX & GLOEKLER	$5,305	$0	$0	$5,305
K2S	$12,520	$0	$0	$12,520

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	KNOX MCLAUGHLIN GORNALL & SENNETT, PC	CategoryTxt
Legal Fees	$23,782	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$23,782	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$116	$116
DIVIDEND PROCESSING FEES	$969	$969
E & O INSURANCE	$1,769
INVESTMENT ACCOUNT FEES	$82,191	$82,191
PA REGISTRATION FEE	$250		$250

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
FEDERAL EXCISE TAX	$15,869
FOREIGN TAX EXPENSE	$3,331

JEM CHARITABLE FOUNDATION: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

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