JENKINS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JENKINS CHARITABLE FOUNDATION INC (EIN 45-3482652)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201833189349101013
- Schema version
- 2017v2.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T07:55:51-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon Myers & Matthew LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13623 N Florida Ave | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 Street | 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 | 2018-04-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN L MYERS | PreparerPersonNm |
| PTIN | P01324510 | PTIN |
| Phone | 8139610530 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.91.189.150 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 07:55:38 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 739BBC02537F9BFCEB1632C7C25261FA90BFD873 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9F87DD7A922D4303775A5300EE6CC8140A4BF7F2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $3,696,855 | 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 |
| Dividends Rev And Expnss | $137,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,124 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,345 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $937,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $198,345 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $335,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $335,469 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,721 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,791 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $23,465 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,465 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,504 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,504 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $527,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $527,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $556,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $527,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$220,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7 | CashBOYAmt |
| Cash EOY | $7 | CashEOYAmt |
| Cash EOYFMV | $7 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $66,031 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,607 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,688,372 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,665,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,665,431 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,800 | OtherAssetsBOYAmt |
| Other Assets EOY | $810 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $810 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,757,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,696,855 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,696,855 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,757,210 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,696,855 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,757,210 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,696,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,757,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,696,855 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,757,210 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$220,721 | ExcessRevenueOverExpensesAmt |
| Other Increases | $160,366 | OtherIncreasesAmt |
| Subtotal | $3,696,855 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,696,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| Publicly traded securities | $937,221 | $0 | $739,359 | $197,862 | $0 | $0 | $0 | $197,862 |
| Publicly traded securities | $483 | $0 | $0 | $483 | $0 | $0 | $0 | $483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $198,345 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $158,026 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,646,208 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043340 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $129,005 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,587,714 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035957 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $183,843 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,716,576 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049466 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $168,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,497,042 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048098 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $148,808 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,024,880 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049195 | DistributionYr5Rt |
| Total Distribution | 0.226056 | TotalDistributionRt |
| Average Distribution | 0.045211 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,908,304 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $176,698 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,077 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $179,775 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $527,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2011-09-30 | RulingLetterDt |
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,077 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,077 | SubtotalAmt |
| Tax Based On Investment Income | $3,077 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $810 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $810 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $810 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $60 | EsPenaltyAmt |
| Tax Due | $2,327 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon Myers & Matthew CPAs | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8139610530 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13623 N Florida Ave | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33613 | 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 |
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 | ||||||||
| 4402 W Dale Avenue | Tampa | FL | 33609 | President | 0 | $0 | $0 | $0 |
| CAROLE C JENKINS | ||||||||
| 4402 W Dale Avenue | Tampa | FL | 33609 | Treasurer | 0 | $0 | $0 | $0 |
| LAURA LAROCCA | ||||||||
| 401 W Beach Park | Tampa | FL | 33609 | Secretary | 0 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,852,270 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,967,821 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,967,821 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,908,304 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,077 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,077 | TotalTaxAmt |
| Distributable Before Adj | $192,338 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $192,338 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $192,338 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $527,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $527,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,077 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $524,423 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,338 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $150,000 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $150,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $527,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $192,338 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $335,162 | RemainingDistriFromCorpusAmt |
| Total Corpus | $485,162 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $150,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $335,162 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $335,162 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| 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 De Leon Ave | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | NO SPECIL FORMS ARE REQUIRED; HOWEVER, THE ORGAINZATION MUST BE A QUALIFIED 501(C)(3) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Hope International Ministries Inc | ||||||
| 11415 International Drive | Tampa | FL | 33625 | 501(c)(3) | Children's Welfare | $0 |
| Jesuit High School | ||||||
| 4701 N Himes Ave | Tampa | FL | 33614 | 501(c)(3) | Education | $500,000 |
| Friends of Joshua House | ||||||
| PO Box 26333 | Tampa | FL | 33623 | 501(c)(3) | Children's Welfare | $0 |
| American Heart Association | ||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | 501(c)(3) | Social welfare | $5,000 |
| Christian Appalachian Project | ||||||
| PO Box 1270 | MT Vernon | KY | 40456 | 501(c)(3) | Children's welfare | $0 |
| Metropolitan Ministries | ||||||
| 165 E Frances Ave | Tampa | FL | 33602 | 501(c)(3) | Social welfare | $20,000 |
| Salvation Army | ||||||
| 1100 W Sligh Ave | Tampa | FL | 33604 | 501(c)(3) | Social welfare | $0 |
| The Kind Mouse Project | ||||||
| 113 Central Avenue | Saint Petersburg | FL | 33705 | 501(c)(3) | Social welfare | $0 |
| Emily Faith Charity | ||||||
| 655 H Fairview Road | Simpsonville | SC | 29680 | 501(c)(3) | Social welfare | $0 |
| The Bank of America Charitable Gift Fund | ||||||
| PO Box 55850 MA1-255-04-02 | Boston | MA | 022055850 | 501(c)(3) | Social welfare | $0 |
| AVM Organization IMO Megan Lum | ||||||
| 3636 Castro Valley Blvd Ste 3 | Castro Valley | CA | 94546 | 501(c)(3) | Social welfare | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $527,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $137,124 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 32 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 32 | ExclusionCd |
| Exclusion | $198,345 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $137,124 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $198,345 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $335,469 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| VARIOUS | ||||||
| Merrill Lynch #2555 | Purchased | 2017-12 | $937,221 | $739,359 | FMV | $197,862 |
| VARIOUS | ||||||
| Merrill Lynch #2555 | Purchased | 2017-12 | $483 | FMV | $483 | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities at Merrill Lynch | StockNm |
| EOY Book Value | $3,665,431 | EOYBookValueAmt |
| EOYFMV | $3,665,431 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hill Ward Consultation | CategoryTxt |
| Legal Fees | $3,721 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid Federal Tax | Desc |
| BOY Book Value | $2,800 | BOYBookValueAmt |
| EOY Book Value | $810 | EOYBookValueAmt |
| EOYFMV | $810 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid Federal Tax | Desc |
| BOY Book Value | $2,800 | BOYBookValueAmt |
| EOY Book Value | $810 | EOYBookValueAmt |
| EOYFMV | $810 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid Federal Tax | Desc |
| BOY Book Value | $2,800 | BOYBookValueAmt |
| EOY Book Value | $810 | EOYBookValueAmt |
| EOYFMV | $810 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | . | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Increase (decrease) in FMV | $166,501 |
| Other increases (decreases) | -$6,135 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Florida Investment Advisors & Merrill Lynch Investment advisory | CategoryTxt |
| Amt | $23,465 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes | CategoryTxt |
| Amt | $1,504 | Amt |
| Net Investment Income | $1,504 | NetInvestmentIncomeAmt |
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