JENKINS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JENKINS CHARITABLE FOUNDATION INC (EIN 45-3482652)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202513119349100406
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T06:28:19-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 919 EAST MAIN STREET SUITE 1800 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH BELL | PreparerPersonNm |
| PTIN | P01696827 | PTIN |
| Phone | 8042822121 | PhoneNum |
| Preparation | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,140,702 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $96,386 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,386 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $250,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,225,953 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $250,360 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $168 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $168 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $346,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $346,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $20,781 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,781 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,481 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,112 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $223,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $123,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $324,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,240 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,560 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,537,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,646,359 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,608,862 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $394,911 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $430,086 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $493,280 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,991,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,115,005 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,140,702 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,991,351 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,115,005 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,991,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,115,005 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,991,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,115,005 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,991,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $123,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,115,159 | SubtotalAmt |
| Other Decreases | $154 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,115,005 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $1,850,730 | $1,695,791 | $154,939 | $154,939 |
| PUBLICLY TRADED SECURITIES - LT | $375,223 | $279,802 | $95,421 | $95,421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $250,360 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,513 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,513 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,513 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,279 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,279 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,766 | OverpaymentAmt |
| Applied To ES Tax | $3,766 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | FL | 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 | JAMIE 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 | $5,790,716 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,864,220 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,864,220 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,963 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,776,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $288,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $288,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,513 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,513 | TotalTaxAmt |
| Distributable Before Adj | $284,300 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $284,300 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $284,300 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $284,300 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $332,694 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $315,852 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $267,336 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,444 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $931,326 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,862,652 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $200,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $84,300 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $84,300 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,778,352 | 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 | $248,394 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,529,958 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $315,852 | ExcessFromYear4Amt |
| Excess From Year3 | $267,336 | ExcessFromYear3Amt |
| Excess From Year2 | $15,444 | ExcessFromYear2Amt |
| Excess From Year1 | $931,326 | ExcessFromYear1Amt |
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 |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESUIT HIGH SCHOOL OF TAMPA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4701 N HIMES AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | 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 | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,386 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $250,360 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $346,920 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $346,920 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $19,478 | $17,770 |
| ADOBE INC | $88,315 | $68,481 |
| ADVANCED MICRO DEVICES | $54,961 | $51,094 |
| ALPHABET INC | $178,583 | $222,238 |
| AMAZON COM INC COM | $67,818 | $131,633 |
| AMAZON COM INC COM | $155,934 | $230,798 |
| AMERICAN TOWER REIT INC | $26,032 | $18,341 |
| APPLE INC | $35,871 | $253,425 |
| APPLE INC | $213,669 | $286,230 |
| ARES MANAGEMENT CORP | $55,094 | $66,563 |
| ATLASSIAN CORPORATION | $51,517 | $71,310 |
| BANK OF AMERICA CORP | $19,438 | $21,975 |
| BLOCK INC | $78,491 | $103,348 |
| BLUE OWL TECHNOLOGY | $80,488 | $83,452 |
| BROADCOM INC | $79,500 | $105,951 |
| CADENCE DESIGN SYSTEM | $43,661 | $53,782 |
| CHEWY INC | $16,521 | $30,811 |
| CITI GROUP INC COM NEW | $34,628 | $43,431 |
| COCA COLA COM | $29,836 | $29,574 |
| CONOCOPHILLIPS | $45,740 | $77,749 |
| DEXCOM INC | $43,694 | $34,452 |
| DOORDASH INC | $50,765 | $58,880 |
| DUKE ENERGY CORP NEW | $51,801 | $78,327 |
| EAST WEST BANCORP INC | $45,439 | $62,244 |
| ELI LILLY & CO | $34,259 | $315,748 |
| ELI LILLY & CO | $44,460 | $89,552 |
| FIRST SOLAR INC COM | $26,279 | $23,616 |
| GE VERNOVA INC | $29,404 | $36,840 |
| HASBRO INC COM | $27,957 | $30,359 |
| IDEXX LABS | $59,672 | $57,055 |
| L3HARRIS TECHNOLOGIES INC | $44,136 | $45,210 |
| LOCKHEED MARTIN CORP | $58,116 | $137,035 |
| MEDTRONIC PLC SHS | $17,915 | $15,976 |
| MERCK AND CO INC SHS | $54,620 | $105,449 |
| META PLANTFORMS INC | $78,233 | $93,682 |
| MICROCHIP TECHNOLOGY INC | $45,131 | $114,700 |
| MICROSOFT CORP | $212,526 | $289,149 |
| MORGAN STANLEY | $39,986 | $115,034 |
| NETFLIX INC | $29,084 | $55,821 |
| NORTHRUP GRUMMAN CP | $20,785 | $18,772 |
| NVIDIA | $49,832 | $268,580 |
| NVIDIA | $109,794 | $310,478 |
| PHILIP MORRIS INTL INC | $69,479 | $91,346 |
| PINTEREST INC | $28,812 | $27,057 |
| PRINCIPAL FINANCIAL GRP | $29,968 | $42,885 |
| QUALCOMM INC | $22,191 | $23,043 |
| SHELL PLC | $60,873 | $58,452 |
| SHOPIFY INC | $33,510 | $50,613 |
| SOUTHERN COMPANY | $40,592 | $67,173 |
| SPOTIFY TECHNOLOGY | $34,641 | $70,239 |
| STARBUCKS CORP WASHINGTON | $45,002 | $44,713 |
| TARGET CORPORATION | $60,144 | $67,590 |
| TERADYNE INC | $27,749 | $29,843 |
| TESLA INC | $28,871 | $58,153 |
| TRANSDIGM GROUP INC | $43,492 | $41,569 |
| T-MOBILE US INC | $37,774 | $56,507 |
| TOTAL SE | $51,070 | $53,138 |
| TWILIO INC | $45,277 | $55,553 |
| UBER TECHNOLOGIES INC | $69,239 | $75,098 |
| VERIZON COMMUNICATIONS COM | $142,688 | $125,289 |
| VISA INC | $83,917 | $100,501 |
| WALT DISNEY CO HOLDING CO | $46,937 | $46,878 |
| WORKDAY INC | $76,869 | $78,183 |
| YUM BRANDS INC | $17,801 | $20,124 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK LIQUIDITY | AT COST | $9,469 | $9,469 |
| ISHARES INTL SELECT | AT COST | $95,363 | $85,234 |
| ISHARES SELECT | AT COST | $51,447 | $91,378 |
| JPM NASDAQ EQUITY PREMIUM | AT COST | $29,987 | $31,009 |
| JPMORGAN EQUITY PREMIUM | AT COST | $149,108 | $155,331 |
| PACER US CASH COWS100 | AT COST | $45,712 | $56,480 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | AT COST | $5,781 | $5,771 |
| SPDR S&P 500 ETF | AT COST | $43,219 | $58,608 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $154 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $168 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $168 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $168 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $20,781 | Amt |
| Net Investment Income | $20,781 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $1,481 | $1,481 | $0 |
| IRS - PRIOR YEAR EXCISE | $850 | $0 | $0 |
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