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JARVIS CHARITABLE TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JARVIS CHARITABLE TR (EIN 32-6204737)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202133199349105673
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)
Return2021-11-15T10:36:49-00:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LifeStyle Tax & AccountingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17213 Forestview Lane N Ste LLAddressLine1Txt
CityMaple GroveCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55369ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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 JarvisPersonNm
Person TitleTrusteePersonTitleTxt
Signature2021-11-15SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

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
Preparation2021-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$44,772FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$2,235DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,235DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,235TotalRevAndExpnssAmt
Total Net Invst Incm$2,235TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$265AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$265AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$265AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$58OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$58OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$58OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$52TaxesRevAndExpnssAmt
Taxes Net Invst Incm$52TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$103OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$103OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$103OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$478TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$478TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$426TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$978TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$478TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$926TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,257ExcessRevenueOverExpensesAmt
Net Investment Income$1,757NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$65SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,437SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,437SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$50,074CorporateStockBOYAmt
Corporate Stock EOY$50,074CorporateStockEOYAmt
Corporate Stock EOYFMV$42,335CorporateStockEOYFMVAmt
Total Assets BOY$50,139TotalAssetsBOYAmt
Total Assets EOY$52,511TotalAssetsEOYAmt
Total Assets EOYFMV$44,772TotalAssetsEOYFMVAmt
Grants Payable EOY$970GrantsPayableEOYAmt
Loans From Officers BOY$1,214LoansFromOfficersBOYAmt
Loans From Officers EOY$1,359LoansFromOfficersEOYAmt
Total Liabilities BOY$1,214TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,329TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$48,925CapitalStockBOYAmt
Capital Stock EOY$42,443CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$48,925TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$42,443TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$50,139TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$44,772TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$48,925TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,257ExcessRevenueOverExpensesAmt
Subtotal$50,182SubtotalAmt
Other Decreases$7,739OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$42,443TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24InvestmentIncomeExciseTaxAmt
Subtotal$24SubtotalAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Tax Due$24TaxDueAmt

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
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 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$40,855AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,337AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$43,192TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$43,192AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$648CashDeemedCharitableAmt
Net Vl Noncharitable Assets$42,544NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,127MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,127MinimumInvestmentReturnAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Total Tax$24TotalTaxAmt
Distributable Before Adj$2,103DistributableBeforeAdjAmt
Distributable Before Ded$2,103DistributableBeforeDedAmt
Distributable As Adjusted$2,103DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$926ExpensesAndContributionsAmt
Qualifying Distributions$926QualifyingDistributionsAmt
Adjusted Qualifying Distri$926AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,103DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$207ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$207TotalExcessDistributionCyovAmt
Qualifying Distributions$926QualifyingDistributionsAmt
Applied To Current Year$926AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$207ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$207ExcessDistributionCyovAppCYAmt
Undistributed Income CY$970UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Regions Hospital FoundationBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1640 Jackson StreetAddressLine1Txt
CitySaint PaulCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55101ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeResearchGrantOrContributionPurposeTxt
Amt$500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2,235UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2,235UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,235TotalIncomeProducingActyAmt

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$265Amt
Net Investment Income$265NetInvestmentIncomeAmt
Disbursements Charitable Prps$265DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100 shares of ATT, Inc.$7,151$5,752
100 shares of BP PLC Sponsored$3,524$2,052
100 shares of CF Inds Holdgs, Inc Com$3,128$3,871
100 shares of Chimera Invt Corp Com New$1,716$1,025
200 shares of Freeport McMoran, Inc.$3,637$5,204
100 shares of NVE Corp Com New$13,744$11,236
100 shares of Prospect Cap Corp$876$541
100 shares of Royal Dutch Shell ADR EA REP 2 CL A$6,783$3,514
200 shares of Glaxosmithkline, PLC$7,842$7,360
100 shares of Physicians Realty Trust$1,673$1,780

Legal Fees Schedule LegalFeesSchedule

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonKen JarvisLenderPersonNm
TitleTrusteeTitleTxt
Balance Due$1,359BalanceDueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNet Asset AdjustmentDesc
Amt$7,739Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
State Filing Fee$25$25$25
Office Expense$78$78$78

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Expenses$8$8$8
Brokerage Account Fee$50$50$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Foreign Taxes Paid$29$29
Federal Tax Paid$23$23

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