JENKINS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JENKINS CHARITABLE FOUNDATION INC (EIN 45-3482652)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-20
IRS object ID
202112939349100311
Schema version
2020v4.1
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)
Return2021-10-20T14:45:46-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17351 OFFICE PARK PLACEAddressLine1Txt
CityMELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP329408229ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453482652EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENKINS CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJENKBusinessNameControlTxt
Phone8139610530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13010 W DELEON STAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33609ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD S JENKINSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8139610530PhoneNum
Signature2021-10-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastJENKINSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIANA KREULPreparerPersonNm
PTINP01204534PTIN
Phone3217516200PhoneNum
Preparation2021-10-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,460,762FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,231,561ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$45InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$45InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$105,461DividendsRevAndExpnssAmt
Dividends Net Invst Incm$105,461DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$232,709NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,807,945GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$232,709CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,569,776TotalRevAndExpnssAmt
Total Net Invst Incm$338,215TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$23,349OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,349OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,468TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,468TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$300OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$300OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,867TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,117TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$526,867TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,117TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$501,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,042,909ExcessRevenueOverExpensesAmt
Net Investment Income$313,098NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$42,880SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$59,705SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$59,705SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,585,867CorporateStockBOYAmt
Corporate Stock EOY$3,187,818CorporateStockEOYAmt
Corporate Stock EOYFMV$4,183,497CorporateStockEOYFMVAmt
Other Investments BOY$898,745OtherInvestmentsBOYAmt
Other Investments EOY$321,420OtherInvestmentsEOYAmt
Other Investments EOYFMV$217,560OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,527,493TotalAssetsBOYAmt
Total Assets EOY$3,568,943TotalAssetsEOYAmt
Total Assets EOYFMV$4,460,762TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,527,493RetainedEarningBOYAmt
Retained Earning EOY$3,568,943RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,527,493TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,568,943TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,527,493TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,568,943TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,527,493TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,042,909ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,570,402SubtotalAmt
Other Decreases$1,459OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,568,943TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - LTP$1,541,411$1,313,644$227,767$227,767
PUBLICLY TRADED SECURITIES - STP$266,534$261,592$4,942$4,942
FieldValueIRS element (for citing)
Capital Gain Net Income$232,709CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,352InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,352SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,352TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,934EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,934TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$2,418TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAIME BROWNIndividualWithBooksNm
Phone8138396565PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13010 W DELEON STAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33609ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
RICHARD S JENKINS
3010 W DELEON AVETAMPAFL33609PRESIDENT0.00$0$0$0
CAROLE C JENKINS
3010 W DELEON AVETAMPAFL33609TREASURER0.00$0$0$0
LAURA LAROCCA
3010 W DELEON AVETAMPAFL33609SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,601,824AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$261,122AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,862,946TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,862,946AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,944CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,805,002NetVlNoncharitableAssetsAmt
Minimum Investment Return$190,250MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$190,250MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,352TaxBasedOnInvestmentIncomeAmt
Total Tax$4,352TotalTaxAmt
Distributable Before Adj$185,898DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$185,898DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$185,898DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$501,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$501,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$501,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$185,898DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$335,162ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$325,078ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$332,694ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$992,934TotalExcessDistributionCyovAmt
Qualifying Distributions$501,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$185,898AppliedToCurrentYearAmt
Remaining Distri From Corpus$315,852RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,308,786TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,308,786ExcessDistriCyovToNextYrAmt
Excess From Year3$335,162ExcessFromYear3Amt
Excess From Year2$325,078ExcessFromYear2Amt
Excess From Year1$332,694ExcessFromYear1Amt
Excess From Current Year$315,852ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRICHARD S JENKINSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13010 W DELEON AVEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33609ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8138396565RecipientPhoneNum
Recipient Email AddressN/ARecipientEmailAddressTxt
Form And Info And MaterialsNO SPECIAL FORMS ARE REQUIRED, HOWEVER, THE ORGANIZATION MUST BE A QUALIFIED 501(C)(3)FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JESUIT HIGH SCHOOLBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14701 N HIMES AVEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33614ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATIONGrantOrContributionPurposeTxt
Amt$500,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$500,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$105,461ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$232,709ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$338,215ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$338,215TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN HANCOCK LIFE & HEALTH INS CO RICHARD B JENKINS DECEDENTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14402 W DALE AVEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP336093707ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,231,561TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMAZON COM INC COM$108,241$110,736
APPLIED MATERIAL INC$63,803$90,011
ARTISAN PARTNERS ASSET$61,802$72,792
AUTOZONE INC NEVADA COM$41,277$41,490
AVANTORINC$62,191$70,825
8002 ALLEN HAMILTON HLDG$41,528$45,944
CACI INTL INC CL A$63,066$74,300
CORTEVA INC REG SHS$62,870$73,916
DOLLAR GENERAL CORP$41,574$39,747
ELDORADO GOLD CORP$62,034$60,352
FORTINET INC$62,651$71,443
GENERAC HLDGS INC$61,621$67,996
GW PHARMACEUTICALS PLC$43,610$36,008
HELEN OF TROY LTD$62,346$69,323
IDEXX LAB INC DEL $0.10$62,516$74,481
II-VI INC$42,639$48,007
INTUIT INC COM$62,696$71,412
KIRKLAND LAKE GOLD LTD$62,167$53,362
KNIGHT-SWIFT$64,022$67,288
LULULEMON ATHLETICA INC$41,050$43,852
L3HARRIS TECHNOLOGIES$43,111$42,530
MASTERCARD INC$83,841$89,592
MATCH GROUP INC$43,412$47,171
MEDTRONIC PLC SHS$41,754$44,630
MICROSOFT CORP$83,676$86,299
MSCI INC$61,588$78,143
NASDAQ OMX GRP INC$41,902$42,211
NEUROCRINE BIOSCNCE INC$42,022$39,969
NVIDIA$62,182$60,053
PROG HOLDINGS INC$34,693$35,877
S&P GLOBAL INC$61,892$60,158
SERVICENOW INC$41,420$44,585
SYNOPSYS INC$62,660$71,291
THERMO FISHER SCIENTIFIC$84,056$83,375
ZOETIS INC$62,541$64,049
ZSCALERINC$41,769$56,718
AMAZON COM INC COM$35,592$65,137
APPLE INC$55,785$227,923
AT&T INC$72,630$63,569
CITI GROUP INC COM NEW$31,390$34,454
CONOCOPHILLIPS$38,116$28,167
DISNEY (WALT) CO COM STK$47,004$76,360
DUKE ENERGY CORP NEW$44,354$59,737
ELI LILLY & CO$55,549$182,458
HASBRO INC COM$39,233$90,312
INTEL CORP$39,780$69,396
LOCKHEED MARTIN CORP$69,805$179,093
MERCK AND CO INC SHS$61,732$108,205
MICROCHIP TECHNOLOGY INC$58,961$229,278
MORGAN STANLEY$33,506$57,811
NEW YORK CMNTY BANCORP$416$322
PHILIP MORRIS INTL INC$59,078$53,762
PPL CORPORATION$42,609$42,101
PRINCIPAL FINANCIAL GRP$48,614$46,035
ROYAL DUTCH SHEL PLC$56,115$28,200
SOUTHERN COMPANY$34,927$44,987
TOTAL SE$44,353$35,607
VERIZON COMMUNICATIONS COM$120,839$155,209
WASTE MANAGEMENT INC NEW$31,207$75,438

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemISHARES GOLD TRCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$321,420BookValueAmt
EOYFMV$217,560EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$1,459Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSEDesc
Revenue And Expenses Per Books$300RevenueAndExpensesPerBooksAmt
Net Investment Income$300NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$23,349Amt
Net Investment Income$23,349NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN WITHHOLDING TAXCategoryTxt
Amt$1,468Amt
Net Investment Income$1,468NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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