CAROLINE LOTT JESSEN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CAROLINE LOTT JESSEN FOUNDATION (EIN 20-2056562)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201901349349102665
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T13:02:48-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710817652 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROST PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 W 8TH STREET | AddressLine1Txt |
| City | YUMA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85364 | 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 | 202056562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLINE LOTT JESSEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 9288191559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 770 SOUTH POST OAK LANE SUITE 460 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON JESSEN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9288191559 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIM TERKELSEN | PreparerPersonNm |
| PTIN | P00305230 | PTIN |
| Phone | 9287829831 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.46.5.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 11:17:12 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7184D4F4C4C048E7F961CF2EF2C0B6176C656A22 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A99517FD3AEE434CD8414398350CFEF98C24CAAE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $361,900 | 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 | $445,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $120 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,145 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,145 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $455,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,392 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,265 | 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 | $1,632 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $472,810 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $472,810 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $477,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $472,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,265 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $267,469 | CashBOYAmt |
| Cash EOY | $238,076 | CashEOYAmt |
| Cash EOYFMV | $238,076 | CashEOYFMVAmt |
| Other Investments BOY | $101,196 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $108,324 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $123,824 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $368,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $346,400 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $361,900 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $60 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $104 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $60 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $104 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $368,605 | CapitalStockBOYAmt |
| Capital Stock EOY | $346,296 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $368,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $346,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $368,665 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $346,400 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $368,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,114 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $346,491 | SubtotalAmt |
| Other Decreases | $195 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $346,296 | 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 |
|---|---|---|---|---|---|
| WELLS FARGO SHORT TERM | P | $7,229 | $7,091 | $138 | $138 |
| WELLS FARGO LONG TERM | P | $31,160 | $24,387 | $6,773 | $6,773 |
| CAPITAL GAINS DIVIDENDS | P | $216 | $216 | $216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,127 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $138 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $613,299 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $505,114 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.214179 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,324 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $486,567 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.156862 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,547 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $588,075 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.228792 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $229,207 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $321,790 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.712288 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $290,596 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $441,805 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.657747 | DistributionYr5Rt |
| Total Distribution | 2.969868 | TotalDistributionRt |
| Average Distribution | 0.593974 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $349,617 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $207,663 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $104 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $207,767 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $472,810 | 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 | $104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $104 | 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 | $104 | 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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | GOWAN COMPANY - R SUCIU | IndividualWithBooksNm |
| Phone | 9288191559 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 S MAIN STREET | AddressLine1Txt |
| City | YUMA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85364 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLINE LOTT JESSEN | ||||||||
| 370 S MAIN STREET | YUMA | AZ | 85364 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JON JESSEN | ||||||||
| 370 S MAIN STREET | YUMA | AZ | 85364 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| DIRK JESSEN | ||||||||
| 370 S MAIN STREET | YUMA | AZ | 85364 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DR GOWAN JESSEN DECKEY | ||||||||
| 370 S MAIN STREET | YUMA | AZ | 85364 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARK C JESSEN | ||||||||
| 370 S MAIN STREET | YUMA | AZ | 85365 | ASST SECRETARY | 1.00 | $0 | $0 | $0 |
| JULI JESSEN | ||||||||
| 370 S MAIN STREET | YUMA | AZ | 85364 | ASST TREASURER | 1.00 | $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 |
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 | $130,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,595 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $354,941 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $354,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $349,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $104 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $104 | TotalTaxAmt |
| Distributable Before Adj | $17,377 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,377 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,377 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $472,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $472,810 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $104 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $472,706 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,377 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $268,624 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $213,219 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $105,203 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,120 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $588,163 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,227,329 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $472,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $455,433 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,682,762 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $268,624 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,414,138 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $213,219 | ExcessFromYear4Amt |
| Excess From Year3 | $105,203 | ExcessFromYear3Amt |
| Excess From Year2 | $52,120 | ExcessFromYear2Amt |
| Excess From Year1 | $588,163 | ExcessFromYear1Amt |
| Excess From Current Year | $455,433 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLINE LOTT JESSEN | ContributingManagerNm |
| Contributing Manager | JON JESSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CRANE SCHOOL DISTRICT-GAP PROGRAM | ||||||
| 4250 W 16TH STREET | YUMA | AZ | 85364 | N/A | EDUCATIONAL | $264,610 |
| KAWC | ||||||
| 2020 S AVENUE 8E | YUMA | AZ | 85366 | N/A | CHARITABLE | $1,000 |
| TGEN FOUNDATION | ||||||
| 445 NORTH FIFTH STREET SUITE 120 | PHOENIX | AZ | 85004 | N/A | CHARITABLE | $5,000 |
| YUMA CATHOLIC HS | ||||||
| 2100 W 28TH S | YUMA | AZ | 85364 | N/A | CHARITABLE | $200,000 |
| YUMA COMMUNITY FOOD BANK | ||||||
| 2404 E 24TH STREET | YUMA | AZ | 85365 | N/A | CHARITABLE | $1,000 |
| PLANNED PARENTHOOD ARIZONA INC | ||||||
| 4751 N 15TH ST | PHOENIX | AZ | 85014 | N/A | EDUCATIONAL | $1,000 |
| EXPECT MORE ARIZONA | ||||||
| PO BOX 16088 | PHOENIX | AZ | 85011 | N/A | SUPPORT OF EDUCATION | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $472,810 | 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 | $120 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,145 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,392 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,392 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOWAN COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 S MAIN STREET | AddressLine1Txt |
| City | YUMA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $445,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,632 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $108,324 | BookValueAmt |
| EOYFMV | $123,824 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS | $31 |
| INCOME TAX EXPENSE | $164 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAXES PAYABLE | Desc |
| BOY Book Value | $60 | BOYBookValueAmt |
| EOY Book Value | $104 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,805 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $74 | $0 | $0 | $0 |
| FRANCHISE TAXES | $185 | $0 | $0 | $0 |
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