EJK FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
EJK FOUNDATION (EIN 83-4229407)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349103264
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T12:11:07-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN834229407EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EJK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEJKFBusinessNameControlTxt
Phone7137155182PhoneNum

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
Signature2021-10-31SignatureDt
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
Preparation2021-11-15PreparationDt
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$29,502,159FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$324InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$324InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$324InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$289,044DividendsRevAndExpnssAmt
Dividends Net Invst Incm$289,044DividendsNetInvstIncmAmt
Dividends Adj Net Incm$289,044DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,615,971NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,878,112GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,615,971CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$37,149NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$1,905,339TotalRevAndExpnssAmt
Total Net Invst Incm$1,905,339TotalNetInvstIncmAmt
Total Adj Net Incm$326,517TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$563LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$563LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$111,322OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$111,322OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$9,432TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,432TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,358OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,358OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$126,675TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$126,675TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,300,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,300,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,426,675TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$126,675TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,300,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$478,664ExcessRevenueOverExpensesAmt
Net Investment Income$1,778,664NetInvestmentIncomeAmt
Adjusted Net Income$326,517AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,067,331CashBOYAmt
Cash EOY$15,679,194CashEOYAmt
Cash EOYFMV$15,679,194CashEOYFMVAmt
Corporate Stock BOY$10,288,018CorporateStockBOYAmt
Corporate Stock EOY$7,199,343CorporateStockEOYAmt
Corporate Stock EOYFMV$13,822,965CorporateStockEOYFMVAmt
Total Assets BOY$22,355,349TotalAssetsBOYAmt
Total Assets EOY$22,878,537TotalAssetsEOYAmt
Total Assets EOYFMV$29,502,159TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$22,355,349CapitalStockBOYAmt
Capital Stock EOY$22,878,537CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$22,355,349TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,878,537TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,355,349TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,878,537TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,355,349TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$478,664ExcessRevenueOverExpensesAmt
Other Increases$44,524OtherIncreasesAmt
Subtotal$22,878,537SubtotalAmt
Tot Net Ast Or Fund Balances EOY$22,878,537TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
HOUSTON TRUST 3140775 - SEE ATTACHEDP$336,738$299,589$37,149$37,149
HOUSTON TRUST 3140775 - SEE ATTACHEDP$4,089,837$2,945,568$1,144,269$1,144,269
7500 AFLAC INCP$258,519$14,395$244,124$244,1241992-06-112020-05-20
8000 SCHLUMBERGER LTDP$142,157$2,589$139,568$139,5681976-12-082020-05-19
4473 TRANSOCEAN LTDP$6,575$6,575$6,5751950-01-012020-05-20
FROM K-1 COWETA PARTNERS LLCP$44,286$44,286$44,2862019-01-012020-12-31
FieldValueIRS element (for citing)
Capital Gain Net Income$1,615,971CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$37,149NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,723InvestmentIncomeExciseTaxAmt
Subtotal$24,723SubtotalAmt
Tax Based On Investment Income$24,723TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$34,502EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$60,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$94,502TotalPaymentsAndCreditsAmt
Overpayment$69,779OverpaymentAmt
Applied To ES Tax$69,779AppliedToESTaxAmt

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)
Phone4043523182PhoneNum

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 (2 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$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$11,570,805AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,041,235AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,612,040TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$26,612,040AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$399,181CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,212,859NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,310,643MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,310,643MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,723TaxBasedOnInvestmentIncomeAmt
Total Tax$24,723TotalTaxAmt
Distributable Before Adj$1,285,920DistributableBeforeAdjAmt
Distributable Before Ded$1,285,920DistributableBeforeDedAmt
Distributable As Adjusted$1,285,920DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,300,000ExpensesAndContributionsAmt
Qualifying Distributions$1,300,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,300,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,285,920DistributableAsAdjustedAmt
Undistributed Income PY$1,280,565UndistributedIncomePYAmt
Qualifying Distributions$1,300,000QualifyingDistributionsAmt
Applied To Year1$1,280,565AppliedToYear1Amt
Applied To Current Year$19,435AppliedToCurrentYearAmt
Undistributed Income CY$1,266,485UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
COMMUNITY FOUNDATION OF JACKSON HOL
PO BOX 574JACKSONWY83001NONEN/AUNRESTICTED$775,000
CUENCA LOS OJOS
PO BOX 1014PATAGONIAAZ85624NONEN/ACONSERVATION$150,000
GALVESTON BAY FOUNDATION
1725 TX-146KEMAHTX77565NONEN/ACONSERVATION$15,000
LINCOLN PARK ZOO
2001 N CLARK STCHICAGOIL60614NONEN/AANIMAL PROTECTION$60,000
MAINE MOUNTAIN COLLABORATIVE
45 EXCHANGE STREETPORTLANDME04101NONEN/ACONSERVATION$9,950STE 303
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRRESTONVA20190NONEN/AANIMAL PROTECTION$20,000
UNIVERSITY OF WYOMING
1000 E UNIVERSITY AVELARAMIEWY82071NONEN/AEDUCATION$150,050
WYOMING STOCK GROWERS LAND TRUST
113 E 20TH STCHEYENNEWY82001NONEN/ACONSERVATION$20,000
YALE SCHOOL OF THE ENVIRONMENT
195 PROSPECT STNEW HAVENCT06511NONEN/AEDUCATION$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,300,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$324ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$289,044ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,615,971ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,905,339ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,905,339TotalIncomeProducingActyAmt

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 (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COWETA PARTNERS LLC$11,496$11,496
HOUSTON TRUST CO SECURITIES$7,187,847$13,811,469

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryOTHER LEGALCategoryTxt
Legal Fees$563LegalFeesAmt
Net Investment Income$563NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
OFFICE SUPPLIES AND EXPENSES$1,465$1,465
BANK CHARGES$3,675$3,675
COWETA PARTNERS$218$218

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL REFUNDDesc
Amt$44,524Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ELIZABETH GRAVES LOVE CONSULTING$48,000$48,000
HOUSTON TRUST CO$25,922$25,922
OTHER CONSULTING$250$250
TAX PREPARATION FEES$7,000$7,000
OTHER PROFESSIONAL EXPENSES$2,475$2,475
CHARLES F GAUVIN CONSULTING$27,675$27,675

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$5,019$5,019
STATE TAXES PAID - COWETA PARTNE$4,413$4,413

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