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JARVIS CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JARVIS CHARITABLE TR (EIN 32-6204737)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-24
IRS object ID
202543289349100409
Schema version
2024v5.0
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)
Return2025-11-24T11:55:09-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453328196PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ZENANKO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16321 BURY DRIVE SUITE 10AddressLine1Txt
CityEDEN PRAIRIECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55346ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN326204737EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JARVIS CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJARVBusinessNameControlTxt
Phone7634000070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16540 HAMPSHIRE PLACE NORTHAddressLine1Txt
CityGOLDEN VALLEYCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH W JARVISPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7634000070PhoneNum
Signature2025-11-24SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN ZENANKOPreparerPersonNm
PTINP01361836PTIN
Phone6125056063PhoneNum
Preparation2025-11-24PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$61,993FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,327DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,327DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,327DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$351NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,798GrossSalesPriceAmt
Total Rev And Expnss$2,678TotalRevAndExpnssAmt
Total Net Invst Incm$2,327TotalNetInvstIncmAmt
Total Adj Net Incm$2,327TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$478AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$120OtherProfFeesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$41TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$572OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,211TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,929ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,929ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,140TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,929TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,462ExcessRevenueOverExpensesAmt
Net Investment Income$2,327NetInvestmentIncomeAmt
Adjusted Net Income$2,327AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,211CashBOYAmt
Cash EOY$643CashEOYAmt
Cash EOYFMV$643CashEOYFMVAmt
Corporate Stock BOY$49,655CorporateStockBOYAmt
Corporate Stock EOY$56,468CorporateStockEOYAmt
Corporate Stock EOYFMV$61,350CorporateStockEOYFMVAmt
Total Assets BOY$50,866TotalAssetsBOYAmt
Total Assets EOY$57,111TotalAssetsEOYAmt
Total Assets EOYFMV$61,993TotalAssetsEOYFMVAmt
Grants Payable BOY$1,150GrantsPayableBOYAmt
Grants Payable EOY$1,150GrantsPayableEOYAmt
Loans From Officers BOY$2,129LoansFromOfficersBOYAmt
Loans From Officers EOY$2,897LoansFromOfficersEOYAmt
Total Liabilities BOY$3,279TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,047TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$48,438CapitalStockBOYAmt
Capital Stock EOY$48,438CapitalStockEOYAmt
Retained Earning BOY-$851RetainedEarningBOYAmt
Retained Earning EOY$4,626RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$47,587TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$53,064TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$50,866TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$57,111TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$47,587TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,462ExcessRevenueOverExpensesAmt
Other Increases$6,939OtherIncreasesAmt
Subtotal$53,064SubtotalAmt
Tot Net Ast Or Fund Balances EOY$53,064TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$32InvestmentIncomeExciseTaxAmt
Subtotal$32SubtotalAmt
Tax Based On Investment Income$32TaxBasedOnInvestmentIncomeAmt
Tax Due$32TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKENNETH W JARVISIndividualWithBooksNm
Phone7634000070PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16540 HAMPSHIRE PLACE NAddressLine1Txt
CityGOLDEN VALLEYCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH W JARVIS
6540 HAMPSHIRE PLACE NGOLDEN VALLEYMN55427TRUSTEE4.00$0$0$0
JOHN C FELTL
10900 WAYZATA BOULEVARD SUITE 200MINNETONKAMN55305TRUSTEE0.20$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$61,350AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$870AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$62,220TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$62,220AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$933CashDeemedCharitableAmt
Net Vl Noncharitable Assets$61,287NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,064MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,064MinimumInvestmentReturnAmt
Tax Based On Investment Income$32TaxBasedOnInvestmentIncomeAmt
Total Tax$32TotalTaxAmt
Distributable Before Adj$3,032DistributableBeforeAdjAmt
Distributable Before Ded$3,032DistributableBeforeDedAmt
Distributable As Adjusted$3,032DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,929ExpensesAndContributionsAmt
Qualifying Distributions$2,929QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,032DistributableAsAdjustedAmt
Qualifying Distributions$2,929QualifyingDistributionsAmt
Applied To Current Year$2,929AppliedToCurrentYearAmt
Undistributed Income CY$103UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKENNETH W JARVISRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16540 HAMPSHIRE PLACE NORTHAddressLine1Txt
CityGOLDEN VALLEYCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7634000070RecipientPhoneNum
Recipient Email AddressKEN.JARVIS@CFSMN.COMRecipientEmailAddressTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MOUNT OLIVET LUTHERAN CHURCH
5025 KNOX AVENUE SMINNEAPOLISMN55419PCCHARITY$215
FRESHWATER CHURCH
138 W 1STWACONIAMN55387PCCHARITY$500
LEVERN MILITARY MUSEUM
213 EAST LUVERNE STREETLUVERNEMN56156PCCHRITY$125
CROSBY-IRONTON SCHOOLS
711 POPLAR STREETCROSBYMN56441PCSCHOLARSHIP$500
BEBLESSED FOUNDATION
20400 LARKING ROADCORCORANMN55340PCCHARITY$300
REGIONS HOSPITAL FOUNDATION
640 JACKSON STREETSAINT PAULMN55101PCRESEARCH$700
SOUTH WEST OPTIONS FOR WOMEN
574 PRAIRIE CENTER DRIVEEDEN PRAIRIEMN55344PCCHAIRTY$300
WILLIAMS SYNDRONE ASSOCIATION
243 BROADWAY UNIT 9188NEWARKNJ07104PCRESEARCH$289
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,929TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,327RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$351RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,678RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,678TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$478Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetRBC CAPITAL MARKETS LLCAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Gross Sales Price$1,798GrossSalesPriceAmt
Basis$1,447BasisAmt
Total Net$351TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRBC CAPITAL MARKETS LLCStockNm
EOY Book Value$56,468EOYBookValueAmt
EOYFMV$61,350EOYFMVAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonKENNETH W JARVISLenderPersonNm
TitleTRUSTEETitleTxt
Loan Original$2,000LoanOriginalAmt
Balance Due$2,897BalanceDueAmt
Note2024-01NoteDt
Loan Maturity1931-12LoanMaturityDt
Repayment TermsINTEREST ONLYRepaymentTermsTxt
Security Provided BorrowerYESSecurityProvidedBorrowerTxt
Loan PurposeGENERAL BUSINESS EXPENSESLoanPurposeTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE$195
INVESTMENT$207
AUTO EXPENSES$139
EXCISE TAX$31

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET ASSET ADJUSTMENTDesc
Amt$6,939Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$120Amt

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