JENKINS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JENKINS CHARITABLE FOUNDATION INC (EIN 45-3482652)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349104066
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T13:26:48-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 2ND AVE SOUTH STE 600 | AddressLine1Txt |
| City | SAINT PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337014336 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453482652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENKINS CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JENK | BusinessNameControlTxt |
| Phone | 8139610530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 W DELEON ST | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD S JENKINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8139610530 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BYRON C SMITH CPA | PreparerPersonNm |
| PTIN | P00744293 | PTIN |
| Phone | 7278216161 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.135 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 13:26:48 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D9D83B6F7A90594C768CF9A975F806839C3DFA06 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A6D776AE76285BECF207B18E88AF11BE8662EC9E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,069,633 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,153 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,153 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122,641 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $549,677 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $198,951 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $322,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $322,745 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $21,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,052 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,699 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $502,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $502,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $530,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $502,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$207,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $299,994 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $10,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,414 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,414 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,618,411 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,586,929 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,089,051 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,174,486 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,015,214 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $967,168 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,803,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,615,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,069,633 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,803,376 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,615,557 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,803,376 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,615,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,803,376 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,615,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,803,376 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$207,910 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,091 | OtherIncreasesAmt |
| Subtotal | $2,615,557 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,615,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED MERRILL LYNCH STATEMENT | P | $3,050 | $2,427 | $623 | $623 |
| SEE ATTACHED MERRILL LYNCH STATEMENT | P | $173,675 | $166,679 | $6,996 | $6,996 |
| SEE ATTACHED MERRILL LYNCH STATEMENT | P | $370,986 | $181,620 | $189,366 | $189,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $198,951 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $623 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $524,423 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,908,304 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.134182 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $158,026 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,646,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043340 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $129,005 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,587,714 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035957 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $183,843 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,716,576 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049466 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $168,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,497,042 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048098 | DistributionYr5Rt |
| Total Distribution | 0.311043 | TotalDistributionRt |
| Average Distribution | 0.062209 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,608,449 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $224,478 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,000 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $227,478 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $502,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,000 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,000 | SubtotalAmt |
| Tax Based On Investment Income | $3,000 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,077 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,077 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $41 | EsPenaltyAmt |
| Overpayment | $36 | OverpaymentAmt |
| Applied To ES Tax | $36 | AppliedToESTaxAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
| Individual With Books | JAIME BROWN | IndividualWithBooksNm |
| Phone | 8138396565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 W DELEON ST | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD S JENKINS | ||||||||
| 3010 W DELEON AVE | TAMPA | FL | 33609 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CAROLE C JENKINS | ||||||||
| 3010 W DELEON AVE | TAMPA | FL | 33609 | TREASURER | 0.00 | $0 | $0 | $0 |
| LAURA LAROCCA | ||||||||
| 3010 W DELEON AVE | TAMPA | FL | 33609 | SECRETARY | 0.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,560,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,741 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,663,400 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,663,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,608,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $180,422 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $180,422 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,000 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,000 | TotalTaxAmt |
| Distributable Before Adj | $177,422 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $177,422 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $177,422 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $502,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $502,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,000 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $499,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $177,422 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $335,162 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $335,162 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $502,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $177,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $325,078 | RemainingDistriFromCorpusAmt |
| Total Corpus | $660,240 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $660,240 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $335,162 | ExcessFromYear1Amt |
| Excess From Current Year | $325,078 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD S JENKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 W DELEON AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8138396565 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIAL FORMS ARE REQUIRED, HOWEVER, THE ORGANIZATION MUST BE A QUALIFIED 501(C)(3) | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JESUIT HIGH SCHOOL | |||||||
| 4701 N HIMES AVE | TAMPA | FL | 33614 | NONE | PC | GENERAL SUPPORT | $500,000 |
| AVM ORGANIZATION IMO MEGAN LUM | |||||||
| 5733 WELLS LN | SAN RAMON | CA | 94582 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $502,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,153 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,641 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $198,951 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $322,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $322,745 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,586,929 | EOYBookValueAmt |
| EOYFMV | $2,089,051 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,015,214 | BookValueAmt |
| EOYFMV | $967,168 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $20,091 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $21,052 | Amt |
| Net Investment Income | $21,052 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN WITHHOLDING TAX | $1,699 | $1,699 |
| PY EXCISE TAX DUE | $2,327 | |
| ESTIMATED EXCISE PAYMENTS | $3,077 |
Comments