JKF FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: JKF FOUNDATION (EIN 83-2903105)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-07-10
IRS object ID: 202021929349101122
Schema version: 2019v5.0
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
Legal Fees Schedule
Other Income Schedule2
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-07-10T09:58:18-07:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	421163315	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Bradley & Riley PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2007 First Avenue SE	AddressLine1Txt
City	Cedar Rapids	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	524062804	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	832903105	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JKF FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JKFF	BusinessNameControlTxt
Phone	3197215486	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4438 BUCKINGHAM LANE	AddressLine1Txt
City	IOWA CITY	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	52245	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFREY K FLECK	PersonNm
Person Title	President	PersonTitleTxt
Signature	2020-07-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Patrick M Courtney	PreparerPersonNm
PTIN	P00618528	PTIN
Phone	3193630101	PhoneNum

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)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$3,152	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$1,285	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,285	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$1,285	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$17,809	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$17,809	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$17,809	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$2,754	NetGainSaleAstRevAndExpnssAmt
Other Income Rev And Expnss	$10,919	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$30,411	TotalRevAndExpnssAmt
Total Net Invst Incm	$19,094	TotalNetInvstIncmAmt
Total Adj Net Incm	$19,094	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$3,152	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$3,152	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$3,152	LegalFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$6,164	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$6,164	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$6,164	OtherProfFeesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$9,316	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$9,316	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$9,316	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$58,400	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$58,400	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$67,716	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$9,316	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$9,316	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$58,400	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$37,305	ExcessRevenueOverExpensesAmt
Net Investment Income	$9,778	NetInvestmentIncomeAmt
Adjusted Net Income	$9,778	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$999,989	CashBOYAmt
Cash EOY	$14,750	CashEOYAmt
Sav And Temp Cash Invst EOY	$947,317	SavAndTempCashInvstEOYAmt
Total Assets BOY	$999,989	TotalAssetsBOYAmt
Total Assets EOY	$962,067	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$999,989	NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY	$999,989	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$962,067	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$999,989	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$962,067	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$999,989	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$37,305	ExcessRevenueOverExpensesAmt
Subtotal	$962,684	SubtotalAmt
Other Decreases	$617	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$962,067	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$196	InvestmentIncomeExciseTaxAmt
Subtotal	$196	SubtotalAmt
Tax Based On Investment Income	$196	TaxBasedOnInvestmentIncomeAmt
Tax Due	$196	TaxDueAmt

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	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	IA	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	JEFFREY K FLECK	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3197215486	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4438 BUCKINGHAM LANE	AddressLine1Txt
City	IOWA CITY	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	52245	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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
JEFFREY K FLECK
4438 BUCKINGHAM LANE	IOWA CITY	IA	52245	President	0.00	$0
LU ANN FLECK
4438 BUCKINGHAM LANE	IOWA CITY	IA	52245	Vice President	0.00	$0

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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$196	TaxBasedOnInvestmentIncomeAmt
Total Tax	$196	TotalTaxAmt
Distributable Before Adj	$196	DistributableBeforeAdjAmt
Distributable Before Ded	$196	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$58,400	ExpensesAndContributionsAmt
Qualifying Distributions	$58,400	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$58,400	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Qualifying Distributions	$58,400	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$58,400	RemainingDistriFromCorpusAmt
Total Corpus	$58,400	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$58,400	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$58,400	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SPECIAL OLYMPICS IOWA
551 SE DOVETAIL ROAD	GRIMES	IA	50111	NA	PUBLIC	GENERAL PURPOSES	$750
NUEVA GENERACION
2663 LENNOXVILLE RD	BEAUFORT	NC	28516	NA	PUBLIC	GENERAL PURPOSES	$400
MT MERCY UNIVERSITY
1330 ELMHURST DR NE	CEDAR RAPIDS	IA	52402	NA	PUBLIC	GENERAL PURPOSES	$1,500
SPIRIT OF ST STEPHENS CATHOLIC COMM
2201 1ST AVE S	MINNEAPOLIS	MN	55404	NA	PUBLIC	GENERAL PURPOSES	$500
WINONA STATE UNIVERSITY FOUNDATION
PO BOX 5838	WINONA	MN	55987	NA	PUBLIC	GENERAL PURPOSES	$50,000
SHELTER HOUSE IOWA CITY
PO BOX 3146	IOWA CITY	IA	52244	NA	PUBLIC	GENERAL PURPOSES	$250
WILLIS DADY HOMELESS SERVICES
1247 4TH AVE SE	CEDAR RAPIDS	IA	52403	NA	PUBLIC	GENERAL PURPOSES	$3,000
NUEVA GENERACION
2663 LENNOXVILLE RD	BEAUFORT	NC	28516	NA	PUBLIC	GENERAL PURPOSES	$1,000
HUMANE BORDERS
PO BOX 27024	TUCSON	AZ	85726	NA	PUBLIC	GENERAL PURPOSES	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$58,400	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	$1,285	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	$17,809	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	$10,919	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	-$2,754	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$27,259	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$27,259	TotalIncomeProducingActyAmt

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	BRADLEY & RILEY PC	CategoryTxt
Legal Fees	$3,152	LegalFeesAmt
Net Investment Income	$3,152	NetInvestmentIncomeAmt
Adjusted Net Income	$3,152	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc
Revenue And Expenses Per Books	$10,919	RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	WELLS FARGO ADVISORS	CategoryTxt
Amt	$6,164	Amt
Net Investment Income	$6,164	NetInvestmentIncomeAmt
Adjusted Net Income	$6,164	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

JKF FOUNDATION: Form 990PF, tax year 2019

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

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

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 (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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