JAKE OWEN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAKE OWEN FOUNDATION (EIN 27-3637791)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349100846
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T09:48:23-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820982133 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Drennan & Associates PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 Music Square East Suite 100 | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273637791 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jake Owen Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAKE | BusinessNameControlTxt |
| Phone | 6159884660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1711 19th Avenue South | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | joshua owen | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 6159884660 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melinda Drennan | PreparerPersonNm |
| PTIN | P00348799 | PTIN |
| Phone | 6156205800 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.87.210.81 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 13:29:03 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 874383B3DC2E820CDCEEE060DC2AAA8C8527C0B4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA89A4346A0ED709D1918E3F0C1EE25F17904F2E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | 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 | $792,122 | 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 | $733,614 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $134 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $134 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $134 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $248,827 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $248,827 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $982,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $248,961 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $61,806 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $207,394 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $183 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $269,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $465,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $465,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $735,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $465,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $247,190 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $248,961 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $206,682 | CashBOYAmt |
| Cash EOY | $792,122 | CashEOYAmt |
| Cash EOYFMV | $792,122 | CashEOYFMVAmt |
| Pledges Rcvbl BOY | $142,175 | PledgesRcvblBOYAmt |
| Total Assets BOY | $348,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $792,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $792,122 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,494 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,569 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $220,000 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $435,000 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $266,494 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $462,569 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $82,363 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $329,553 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $329,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $348,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $792,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $247,190 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $329,553 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $329,553 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $236,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,606 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 18.780739 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $157,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,183 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 12.886809 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $182,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,573 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.421023 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $195,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,089 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 8.094981 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $175,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,755 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 19.988578 | DistributionYr5Rt |
| Total Distribution | 65.172130 | TotalDistributionRt |
| Average Distribution | 13.034426 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $276,266 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,600,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,600,969 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $465,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | https://www.jakeowenfoundation.org/ | WebsiteAddressTxt |
| Individual With Books | Platinum Business Management Cons | IndividualWithBooksNm |
| Phone | 6159884660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1711 19th Avenue South | AddressLine1Txt |
| City | Nashville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Joshua Owen | ||||||||
| 1711 19th Avenue South | Nashville | TN | 37212 | Executive Director | 0.00 | $0 | $0 | $0 |
| Steve Owen | ||||||||
| 1711 19th Avenue South | Nashville | TN | 37212 | Secretary | 0.00 | $0 | $0 | $0 |
| Jackie Warrick | ||||||||
| 1711 19th Avenue South | Nashville | TN | 37212 | Treasurer | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Jake Owen Music Benefit Festival, Vero Beach Country ClubCorporate Air Hanger 3450B, Vero Beach, FL 32960 | Description1Txt |
| Expenses1 | $139,160 | Expenses1Amt |
| Description2 | Golf & Fishing Tournaments | Description2Txt |
| Expenses2 | $54,047 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $280,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $280,473 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $280,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $276,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $465,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $465,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $465,500 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,813 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $1,427 | Year3Amt |
| Total | $15,240 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,741 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $1,213 | Year3Amt |
| Total | $12,954 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $465,500 | CurrentYearAmt |
| Year1 | $236,750 | Year1Amt |
| Year2 | $157,000 | Year2Amt |
| Year3 | $182,000 | Year3Amt |
| Total | $1,041,250 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $236,750 | Year1Amt |
| Year2 | $157,000 | Year2Amt |
| Year3 | $182,000 | Year3Amt |
| Total | $575,750 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $465,500 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $465,500 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $420 | Year1Amt |
| Year2 | $406 | Year2Amt |
| Year3 | $1,119 | Year3Amt |
| Total | $1,945 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| St Jude Children's Hospital | |||||
| 1102 17th Avenue South | Nashville | TN | 37212 | Assistance to Indigent Families | $60,000 |
| Hibiscus Children's Center Inc | |||||
| PO Box 305 | Jensen Beach | FL | 34958 | Assistance to Indigent Families | $20,000 |
| Boys & Girls Club of Indian River | |||||
| PO Box 3068 | Vero Beach | FL | 32964 | Assistance to Indigent Families | $30,000 |
| Mardy Fish Foundation | |||||
| PO Box 648158 | Vero Beach | FL | 32964 | Assistance to Indigent Families | $25,000 |
| Youth Guidance Donation Fund of Indian River County Inc | |||||
| 1028 20th Place | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| Scholarship Foundation-Indian River County Inc | |||||
| 333 17th Street Suite T | Vero Beach | FL | 32961 | Assistance to Indigent Families | $25,000 |
| Educational Foundation of Indian RiverCounty Inc | |||||
| PO Box 7046 | Vero Beach | FL | 32961 | Assistance to Indigent Families | $25,000 |
| Indian River Golf Foundation | |||||
| 4595 22nd Lane | Vero Beach | FL | 32966 | Assistance to Indigent Families | $20,000 |
| The Learning Alliance | |||||
| PO Box 643446 | Vero Beach | FL | 32964 | Assistance to Indigent Families | $15,000 |
| Big Brothers Big Sisters | |||||
| 403 N US Highway 1 | Fort Pierce | FL | 34950 | Assistance to Indigent Families | $20,000 |
| Dasie Bridgewater Hope Center Inc | |||||
| 8445 64th Avenue | Wabasso | FL | 32970 | Assistance to Indigent Families | $15,000 |
| Childcare Resources of Indian River Inc | |||||
| 2300 Fifth Avenue Suite 149 | Vero Beach | FL | 32960 | Assistance to Indigent Families | $12,000 |
| Autism Speaks Inc | |||||
| 557 North Wymore Road Suite 101 | Maitland | FL | 32751 | Assistance to Indigent Families | $20,000 |
| VNA Hospice of Indian River County | |||||
| 1110 35th Lane | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| The Hope for Families Center Inc | |||||
| 720 4th Street | Vero Beach | FL | 32962 | Assistance to Indigent Families | $20,000 |
| Safe Families for Children | |||||
| 1400 27th Street | Vero Beach | FL | 32960 | Assistance to Indigent Families | $15,000 |
| Children's Home Society of Florida | |||||
| 650 10th Street | Vero Beach | FL | 32960 | Assistance to Indigent Families | $20,000 |
| The Community Foundation of Middle Tennessee | |||||
| 3833 Cleghorn Avenue 400 | Nashville | TN | 37215 | Assistance to Indigent Families | $25,000 |
| Putnam County Tornado Relief Fund | |||||
| 140 S Jefferson Avenue | Cookeville | TN | 38501 | Assistance to Indigent Families | $25,000 |
| South Maryland Little League | |||||
| 3530 Edgemont Street | Edgewater | MD | 21037 | Assistance to Indigent Families | $3,000 |
| Arnie's Army Charitable | |||||
| 9000 Bay Hill Blvd | Orlando | FL | 32819 | Assistance to Indigent Families | $12,500 |
| Ken Duke & Friends | |||||
| 25 Island Rd | Stuart | FL | 34996 | Assistance to Indigent Families | $5,000 |
| IRC - Cal Ripken 10 Year Old Team | |||||
| 3285 3rd Place | Vero Beach | FL | 32968 | Children's Sports Team | $2,000 |
| Rockhouse Ministries and Programs | |||||
| PO Box 364 | Spring City | TN | 37381 | Assistance to Indigent Families | $10,000 |
| Franklin Baseball Club | |||||
| 1052 Auldridge Drive | Spring Hill | TN | 37174 | Children's Sports Team | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $465,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $248,827 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $134 | ExclusionAmt |
| Related Or Exempt Function Incm | $248,827 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $248,961 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumberTxt |
| Relationship Statement | MONEY RAISED IS USED TO PROVIDE ASSISTANCE TO INDIGENT FAMILIES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (31 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Ken Duke and Friends Inc | ||||||
| 1 | 25 Island Dr | Stuart | FL | 34996 | $30,000 | Yes (X) |
| Barstool Sports Inc | ||||||
| 2 | 15 W 27th St 3rd Fl | New York | NY | 10001 | $59,114 | Yes (X) |
| Bhusri Family Fund | ||||||
| 3 | 2636 Vallejo St | San Francisco | CA | 94123 | $150,000 | Yes (X) |
| Gibson Produce & Watermelon Sales LLC | ||||||
| 4 | PO Box 69 | Vero Beach | FL | 32961 | $20,000 | Yes (X) |
| Paul Knopf Bigger Trial Lawyers | ||||||
| 5 | 840 South Denning Drive | Winter Park | FL | 32789 | $20,000 | Yes (X) |
| Proctor Construction Company LLC | ||||||
| 6 | 2050 Hwy US 1 STE 200 | Vero Beach | FL | 32960 | $6,500 | Yes (X) |
| Jimmy John's Franchise LLC | ||||||
| 7 | 2212 Fox Drive | Champaign | IL | 61820 | $25,000 | Yes (X) |
| Mark L Butler Foundation | ||||||
| 8 | 1701 Newville Rd | Carlisle | PA | 17015 | $49,000 | Yes (X) |
| Nortstar Demolition & Remediation LP | ||||||
| 9 | 4496 35th Street | Orlando | FL | 32811 | $5,500 | Yes (X) |
| George E Warren LLC | ||||||
| 10 | 3001 Ocean Drive STE 203 | Vero Beach | FL | 32963 | $32,000 | Yes (X) |
| Geloso Beverage Group LLC | ||||||
| 11 | 1662 Manitou Road | Rochester | NY | 14626 | $20,000 | Yes (X) |
| Erwin Martinkus & Cole Ltd | ||||||
| 12 | PO Box 1098 | Champaign | IL | 61824 | $5,000 | Yes (X) |
| Big Loud Records LLC | ||||||
| 13 | 54 Music Square East STE 320 | Nashville | TN | 37203 | $5,000 | Yes (X) |
| Joseph P Schlitt LLC | ||||||
| 14 | 866 41st Court | Vero Beach | FL | 32960 | $5,000 | Yes (X) |
| Dale Sorensen Real Estate Inc | ||||||
| 15 | 3206 Cardinal Drive | Vero Beach | FL | 32964 | $15,000 | Yes (X) |
| The Sharing Foundation | ||||||
| 16 | 107 Spingline Drive | Vero Beach | FL | 32963 | $5,000 | Yes (X) |
| Kevin Harvick Foundation | ||||||
| 17 | 648D Griffith Rd | Charlotte | NC | 28217 | $5,000 | Yes (X) |
| Jeff and Shari Wampler Foundation | ||||||
| 18 | 906 Sunrise Terrace | Vero Beach | FL | 32963 | $5,000 | Yes (X) |
| Anna Frazier | ||||||
| 19 | 99 Davis Road | Southwick | MA | 01077 | $10,000 | Yes (X) |
| Southeast Financial | ||||||
| 20 | 131 Belle Forest Circle 210 | Nashville | TN | 37221 | $10,000 | Yes (X) |
| Liautaud Development Group LLC | ||||||
| 21 | 2212 Fox Drive | Champaign | IL | 61820 | $25,000 | Yes (X) |
| Claude Limoges | ||||||
| 22 | 185 Island Creek Dr | Vero Beach | FL | 32963 | $25,000 | Yes (X) |
| Seth Baker | ||||||
| 23 | PO Box 643700 | Vero Beach | FL | 32964 | $6,250 | Yes (X) |
| Charles Price | ||||||
| 24 | 1405 46th Avenue | Vero Beach | FL | 32966 | $6,250 | Yes (X) |
| Douglas Bloss | ||||||
| 25 | 1521 Club Dr | Vero Beach | FL | 32963 | $6,250 | Yes (X) |
| Russell O'Brien | ||||||
| 26 | 701 Tides Rd | Vero Beach | FL | 32963 | $6,250 | Yes (X) |
| Michael Norton | ||||||
| 27 | 21037 Norman Shores Dr | Cornelius | NC | 28031 | $14,000 | Yes (X) |
| Thomas Corr Family Foundation | ||||||
| 28 | 3001 Ocean Drive STE 203 | Vero Beach | FL | 32963 | $35,000 | Yes (X) |
| John's Island Club | ||||||
| 29 | 3 Johns Island Drive | Indian River Shores | FL | 32963 | $20,000 | Yes (X) |
| Brent Clements | ||||||
| 30 | 1200 Waterstone Blvd | Franklin | TN | 37069 | $80,000 | Yes (X) |
| Akexander Marks | ||||||
| 31 | 2261 S Berrys Chapel Rd | Franklin | TN | 37069 | $27,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Indirect Accounting Fees | CategoryTxt |
| Amt | $685 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| General Business Insurance | $631 | $0 | $0 | $0 |
| Office Supplies | $412 | $0 | $0 | $0 |
| Postage | $458 | $0 | $0 | $0 |
| Website | $1,950 | $0 | $0 | $0 |
| Event Expense | $195,207 | $0 | $0 | $0 |
| License/Permits | $21 | $0 | $0 | $0 |
| Advertising | $494 | $0 | $0 | $0 |
| Telephone | $23 | $0 | $0 | $0 |
| Meals - 100% | $1,314 | $0 | $0 | $0 |
| Credit Card Discounts | $6,701 | $0 | $0 | $0 |
| Bank Charges | $183 | $183 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gross Income from Special Fundraising Events | Desc |
| Revenue And Expenses Per Books | $248,827 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $248,827 | AdjustedNetIncomeAmt |
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