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DON JACOBS SR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DON JACOBS SR CHARITABLE FOUNDATION INC (EIN 35-2373932)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201511339349102031
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-13T13:36:10-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273858252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEAN DORTON ALLEN FORD PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1106 W VINE STREET SUITE 600AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352373932EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DON JACOBS CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONJBusinessNameControlTxt
Phone8599773209PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 PROSPEROUS PLACE NO 300AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40509ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDON L JACOBS SRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8599773209PhoneNum
Signature2015-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS DEANPreparerPersonNm
PTINP00167070PTIN
Phone8592552341PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,481,114FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$180,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$42,814DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,814DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$222,829TotalRevAndExpnssAmt
Total Net Invst Incm$42,829TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,400AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,815TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,400TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,415TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$675,235ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$675,235ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$678,050TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,400TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$676,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$455,221ExcessRevenueOverExpensesAmt
Net Investment Income$41,429NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$198,753SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$281,266SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$281,266SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$974,209CorporateStockBOYAmt
Corporate Stock EOY$663,070CorporateStockEOYAmt
Corporate Stock EOYFMV$1,196,884CorporateStockEOYFMVAmt
Other Assets BOY$2,000OtherAssetsBOYAmt
Other Assets EOY$2,964OtherAssetsEOYAmt
Other Assets EOYFMV$2,964OtherAssetsEOYFMVAmt
Total Assets BOY$1,174,962TotalAssetsBOYAmt
Total Assets EOY$947,300TotalAssetsEOYAmt
Total Assets EOYFMV$1,481,114TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,174,962RetainedEarningBOYAmt
Retained Earning EOY$947,300RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,174,962TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$947,300TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,174,962TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$947,300TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,174,962TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$455,221ExcessRevenueOverExpensesAmt
Other Increases$227,559OtherIncreasesAmt
Subtotal$947,300SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$947,300TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$236,159AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,475,549NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.160048DistributionYr1Rt
Adjusted Qlfy Distri Yr2$264,742AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,607,189NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.164724DistributionYr2Rt
Adjusted Qlfy Distri Yr3$891,535AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,117,367NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.421058DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,767,316AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,803,534NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.630389DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$143,646NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution1.376219TotalDistributionRt
Average Distribution0.275244AverageDistributionRt
Net Vl Noncharitable Assets$1,717,873NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$472,834AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$414NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$473,248AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$676,650QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$414InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$414SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$414TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,405EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,405TotalPaymentsAndCreditsAmt
Overpayment$991OverpaymentAmt
Applied To ES Tax$991AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8599773209PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 PROSPEROUS PLACE NO 300AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40509ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DON L JACOBS SR
120 PROSPEROUS PLACE SUITE 300LEXINGTONKY40509PRESIDENT, DIRECTOR1.00$0$0$0
CATHY JACOBS
120 PROSPEROUS PLACE SUITE 300LEXINGTONKY40509DIRECTOR0.50$0$0$0
KAREN L WEST
120 PROSPEROUS PLACE SUITE 300LEXINGTONKY40509TREASURER, DIRECTOR1.00$0$0$0
DOUG DEAN
120 PROSPEROUS PLACE SUITE 300LEXINGTONKY40509DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,628,684AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$115,350AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,744,034TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,744,034AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,161CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,717,873NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,894MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,894MinimumInvestmentReturnAmt
Tax Based On Investment Income$414TaxBasedOnInvestmentIncomeAmt
Total Tax$414TotalTaxAmt
Distributable Before Adj$85,480DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$85,480DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$85,480DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$676,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$676,650QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$414PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$676,236AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,480DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,623,506ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$791,611ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$185,295ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$163,065ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,763,477TotalExcessDistributionCyovAmt
Qualifying Distributions$676,650QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$85,480AppliedToCurrentYearAmt
Remaining Distri From Corpus$591,170RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,354,647TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,354,647ExcessDistriCyovToNextYrAmt
Excess From Year4$1,623,506ExcessFromYear4Amt
Excess From Year3$791,611ExcessFromYear3Amt
Excess From Year2$185,295ExcessFromYear2Amt
Excess From Year1$163,065ExcessFromYear1Amt
Excess From Current Year$591,170ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDON L JACOBS SRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231NONEPUBLICSUBSIDY$5,000
CARDINAL HILL HOSPITAL FOUNDATION
2050 VERSAILLES ROADLEXINGTONKY40504NONEPUBLICSUBSIDY$100,000
THE LEXINGTON DREAM FACTORY
PO BOX 707LEXINGTONKY40588NONEPUBLICSUBSIDY$1,500
UNIVERSITY OF KENTUCKY
WILLIAM B STURGILL DEV BLDGLEXINGTONKY40506NONEPUBLICSUBSIDY$538,699
WORLD VENTURES FOUNDATION
5100 TENNYSON PARKWAYPLANOTX75024NONEPUBLICSUBSIDY$12,000
THE LEXINGTON CANCER FOUNDATION INC
1504 COLLEGE WAYLEXINGTONKY40502NONEPUBLICSUBSIDY$5,000
CENTRAL KENTUCKY RIDING FOR HOPE
PO BOX 13155LEXINGTONKY40583NONEPUBLICSUBSIDY$960
ONE PARENT SCHOLAR HOUSE
PO BOX 1458LEXINGTONKY40588NONEPUBLICSUBSIDY$9,576
CHILD DEVELOPMENT CENTER OF THE BLUEGRASS
290 ALUMNI DRIVELEXINGTONKY40503NONEPUBLICSUBSIDY$1,500
LEXINGTON OPERA SOCIETY INC
PO BOX 8463LEXINGTONKY40533NONEPUBLICSUBSIDY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$675,235TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,814ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$42,829ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,829TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDON L JACOBSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12603 WINDWARD WAYAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Total Contributions$180,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,800Amt
Net Investment Income$1,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,400DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3,800 SHS ACE LTD$180,306$436,544
3,200 SHS EXXON MOBIL CORP$223,411$295,840
1,000 SHS INTERNATIONAL BUSINESS MACHINES$0$0
10,000 SHS MICROSOFT CORP$259,353$464,500

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescREIMBURSEMENT RECEIVABLEDesc
BOY Book Value$2,000BOYBookValueAmt
EOY Book Value$2,964EOYBookValueAmt
EOYFMV$2,964EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE REGISTRATION FEEDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$15DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON STOCK GIFTDesc
Amt$227,559Amt

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