GEORGE JENKINS FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE JENKINS FOUNDATION INC (EIN 59-3753198)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349102904
- Schema version
- 2025v4.1
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T11:36:59-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 W KENNEDY BLVD SUITE 610 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593753198 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE JENKINS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O LJ MANAGEMENT SERVICES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 8636687333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 E EDGEWOOD DR 102 | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338033600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA FANCELLI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8636687333 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TOMISLAV LONCAR | PreparerPersonNm |
| PTIN | P00224197 | PTIN |
| Phone | 8134910001 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $13,398,157 | 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 | $3,825,075 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $103,740 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $103,740 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $15,540 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $288,321 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $288,321 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,679,162 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,153,825 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,679,162 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,896,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,071,223 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,540 | 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 | $5,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $91,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,167 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,333 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,526 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95,526 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,596 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,596 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $200,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $140,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,879 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,597,628 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,597,628 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,798,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $140,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,657,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $98,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,930,580 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,540 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,296,084 | CashBOYAmt |
| Cash EOY | $1,533,902 | CashEOYAmt |
| Cash EOYFMV | $1,533,902 | CashEOYFMVAmt |
| Other Investments BOY | $10,443,320 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,303,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,864,255 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,739,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,837,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,398,157 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,700,144 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,700,144 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$960,740 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$862,592 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,739,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,837,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,739,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,837,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,739,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $98,148 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,837,552 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,837,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2025-01-01 | 2025-12-31 | $3,255,565 | $2,809,870 | $445,695 | $445,695 |
| PUBLICLY TRADED SECURITIES | P | 2025-01-01 | 2025-12-31 | $5,865,428 | $3,664,793 | $2,200,635 | $2,200,635 |
| CLASS ACTION PROCEEDS | P | 2025-01-01 | 2025-12-31 | $111 | $111 | $111 | |
| CAPITAL GAINS DIVIDENDS | P | $32,721 | $32,721 | $32,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,679,162 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $445,695 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,735 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,735 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,735 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,900 | 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 | $52,900 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,165 | OverpaymentAmt |
| Applied To ES Tax | $12,165 | 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 | LJ MANAGEMENT SERVICES INC | IndividualWithBooksNm |
| Phone | 8636687334 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 E EDGEWOOD DRIVE SUITE 102 | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338033600 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JULIA J FANCELLI | ||||||||
| 2000 E EDGEWOOD DR SUITE 102 | LAKELAND | FL | 33803 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GREGORY FANCELLI | ||||||||
| 2000 E EDGEWOOD DR SUITE 102 | LAKELAND | FL | 33803 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| LESLIE FANCELLI | ||||||||
| 2000 E EDGEWOOD DR SUITE 102 | LAKELAND | FL | 33803 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MARIANNE PARSONS | ||||||||
| 2000 E EDGEWOOD DR SUITE 102 | LAKELAND | FL | 33803 | SEC., TREASURE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LJ MANAGEMENT SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 E EDGEWOOD DR 102 | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338033600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT | ServiceTypeTxt |
| Compensation | $74,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,951,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,037,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,988,487 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,988,487 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,827 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,808,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $590,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $590,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,735 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,735 | TotalTaxAmt |
| Distributable Before Adj | $549,698 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $549,698 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $549,698 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,657,507 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,657,507 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $549,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,977,204 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,800,855 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,372,751 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,898,018 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,963,213 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,012,041 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,657,507 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $549,698 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,107,809 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,119,850 | 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 | $1,977,204 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,142,646 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,800,855 | ExcessFromYear4Amt |
| Excess From Year3 | $5,372,751 | ExcessFromYear3Amt |
| Excess From Year2 | $12,898,018 | ExcessFromYear2Amt |
| Excess From Year1 | $6,963,213 | ExcessFromYear1Amt |
| Excess From Current Year | $6,107,809 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULIA J FANCELLI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY PREP OF LAKELAND | ||||||
| 1021 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | NC | EDUCATION OF STUDENTS | $750,000 |
| ACHIEVEMENT ACADEMY | ||||||
| 716 E BELLA VISTA ST | LAKELAND | FL | 33805 | NC | SUPPORT OPERATIONAL NEEDS | $200,000 |
| ANCHOR HOUSE INC OF POLK COUNTY | ||||||
| 3000 K-VILLE AVE | AUBURNDALE | FL | 33823 | NC | GRANT FOR EDUCATION PROGRAM | $122,000 |
| BONNET SPRINGS PARK | ||||||
| 400 BONNET SPGS BLVD | LAKELAND | FL | 33815 | NC | EDUCATION PROGRAMING | $300,000 |
| BURRO BUENO INC | ||||||
| 6136 MALCOMB DR | LAKELAND | FL | 33813 | NC | IMPROVE WATER ACCESSIBITY, MEDICAL CLINIC, CHICKEN PENS | $9,300 |
| CITY LORE INC | ||||||
| 56 E 1ST STREET | NEW YORK | NY | 10003 | NC | DANTE ALIGHIERI & THE DIVINE COMEDY DOCUMENTARY | $250,000 |
| COMMUNITY HAVEN FOR ADULTS AND CHILDREN WITH DISABILITIES INC | ||||||
| 4405 DESOTO ROAD | SARASOTA | FL | 34235 | NC | CHARITABLE DONATION - HURRICANE REPAIRS | $38,000 |
| CONNECTED POLK INC | ||||||
| 502 E MAIN ST | LAKELAND | FL | 33801 | NC | GRANT TO FUND PART-TIME WORKFORCE COORDINATOR & PROGRAM SUPPORT | $50,000 |
| FLORIDA CHILDREN'S MUSEUM | ||||||
| 600 BONNET SPRINGS BLVD | LAKELAND | FL | 33815 | NC | DONATION TO HELP FUND TRAVEL EXHIBITS IN 2026. | $100,000 |
| GENEVA CLASSICAL ACADEMY | ||||||
| 1736 NEW JERSEY ROAD | LAKELAND | FL | 33803 | NC | FUND SCHOLARSHIPS FOR STUDENTS IN NEED 2025/2026 SCHOOL YEAR | $75,000 |
| HELPING A HERO ORG | ||||||
| 12345 JONES ROAD SUITE 222 | HOUSTON | TX | 77070 | NC | SPONSOR FLORIDA HOME BUILDS | $183,334 |
| KIDSPACK | ||||||
| 3725 FRONTAGE ROAD NORTH 1 | LAKELAND | FL | 33810 | NC | BACKPACK PROGRAM TO HELP FEED CHILDREN | $350,000 |
| LAKE WALES CARE CENTER | ||||||
| 140 E PARK AVE | LAKE WALES | FL | 33853 | NC | SUPPORT OF C.A.R.E PLAN, STAY-AT-HOME WORK CAMPS & HOME REHAB | $84,294 |
| LAKELAND CHRISTIAN SCHOOL | ||||||
| 1111 FOREST PARK STREET | LAKELAND | FL | 33803 | NC | SCHOLARSHIPS FOR STUDENTS IN NEED OF ASSISTANCE | $200,000 |
| LAKELAND POLICE ATHLETIC LEAGUE | ||||||
| 325 W 2ND STREET | LAKELAND | FL | 33805 | NC | PLANNING FOR NEW PAL FIELDHOUSE | $55,000 |
| LAKELAND REGIONAL MEDICAL CENTER FOUNDATION INC | ||||||
| 1324 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | NC | CAPITAL PLEDGE | $562,500 |
| LAKELAND SYMPHONY ORCHESTRA INC | ||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | NC | OPERATIONS | $50,000 |
| LAKELAND VOLUNTEERS IN MEDICINE | ||||||
| 600 W PEACHTREE ST | LAKELAND | FL | 33815 | NC | FUNDING ULTRASOUND EQUIPMENT FOR HELTHCARE SERVICES | $100,000 |
| LIGHTHOUSE FOR THE BLIND AND LOW VISION | ||||||
| 1106 W PLATT STREET | TAMPA | FL | 33606 | NC | TEEN TRANSITION PROGRAM AND BLIND BABIES INTERVENTION SERVICES | $69,000 |
| LIGHTHOUSE MINISTRIES INC | ||||||
| 215 E MAGNOLIA STREET | LAKELAND | FL | 33801 | NC | ASSISTANCE FOR THE WOMAN & CHILDREN PROGRAM | $138,000 |
| MAGNOLIA MONTESSORI ACADEMY | ||||||
| 815 S CENTRAL AVE | LAKELAND | FL | 33815 | NC | MATCHING CONTRIBUTION FOR HOUSE RENOVATION | $50,000 |
| ONE MORE CHILD | ||||||
| 7748 SW 95TH TERRACE | MIAMI | FL | 33156 | NC | HELP WITHCOSTS FOR FAMILIES AFFECTED BY HURRICANE | $50,000 |
| PACE CENTER FOR GIRLS | ||||||
| 1933 E HILLSBOROUGH AVE | TAMPA | FL | 33610 | NC | MATCHING DONATION FOR TEN STORY CHALLENGE EVENT | $75,000 |
| PARKER STREET MINISTRIES | ||||||
| 719 N MASSACHUSETTS AVE | LAKELAND | FL | 33801 | NC | OPERATIONS | $150,000 |
| POLK THEATER INC | ||||||
| 121 FLORIDA AVE S | LAKELAND | FL | 33801 | NC | OPERATIONS | $100,000 |
| REDLANDS CHRISTIAN MIGRANT ASSN | ||||||
| 14710 SWEET CHARLIE CIR | WIMAUMA | FL | 33598 | NC | CONSTRUCTION PREP FOR MULBERRY ACADEMY CHARTER SCHOOL | $300,000 |
| SALVATION ARMY | ||||||
| 5631 VAN DYKE ROAD | LUTZ | FL | 33558 | NC | FOR USE IN THE "HALO" CHILD ENRICHMENT CENTER | $120,000 |
| THE FREEDOM TOUR INC | ||||||
| 108 1ST ELOISE STREET | WINTER HAVEN | FL | 33880 | NC | CHURCH PURCHASE FOR DISASTER RELIEF/STORAGE | $150,000 |
| UNITED WAY OF CENTRAL FLORIDA INC | ||||||
| 5605 US-98 | LAKELAND | FL | 33812 | NC | GEORGE JENKINS FDN YOUTH OPPORTUNITY , SUCCESS BY 6 FAMILY FUNDAMENTALS | $1,066,200 |
| VALOR & HONOR OUTDOORS | ||||||
| 1871 WHITNEY BURCHE TRAIL | GREEN LEVEL | NC | 27217 | NC | ASSITANCE FOR VETERANS AND FIRST RESPONDERS | $50,000 |
| YMCA OF WEST CENTRAL FLORIDA | ||||||
| 3620 CLEVELAND HEIGHTS BLVD | LAKELAND | FL | 33803 | NC | MATCHING CAPITAL CAMPAIGN , OPERATIONS | $500,000 |
| VISTE | ||||||
| 1232 E MAGNOLIA STREET | LAKELAND | FL | 33801 | NC | CAPITAL FUNDING FOR CAMPUS TRANSFORMATION PROJECT | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,597,628 | 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 | $103,740 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $288,321 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,679,162 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,071,223 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,071,223 | 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 (22 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JULIA J FANCELLI | ||||||
| 1 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $26,826 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 2 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $24,806 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 3 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $21,754 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 4 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $147,125 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 5 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $59,577 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 6 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $17,740 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 7 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $136,625 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 8 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $63,685 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 9 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $371,790 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 10 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $73,956 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 11 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $53,556 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 12 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $1,094,053 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 13 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $3,615,484 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 14 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $57,896 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 15 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $2,514 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 16 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $109,011 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 17 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $18,837 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 18 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $15,983 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 19 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $35,976 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 20 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $38,619 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 21 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $78,147 | Yes (X) |
| JULIA J FANCELLI | ||||||
| 22 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $25,587 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (22 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 140 SHARES OF PALO ALTO NETWORKS INC COM | $26,826 | 2025-09-04 |
| 2 | 20 SHARES OF NETFLIX INC COM | $24,806 | 2025-09-04 |
| 3 | 130 SHARES OF NATERA INC COM | $21,754 | 2025-09-04 |
| 4 | 1,030 SHARES OF SHOPIFY INC | $147,125 | 2025-09-04 |
| 5 | 85 SHARES OF SPOTIFY | $59,577 | 2025-09-04 |
| 6 | 425 SHARES OF TOAST INC | $17,740 | 2025-09-04 |
| 7 | 57 SHARES OF MERCADOLIBRE INC | $136,625 | 2025-09-04 |
| 8 | 190 SHARES OF TESLA INC | $63,685 | 2025-09-04 |
| 9 | 1,590 SHARES OF ALPHABET INC | $371,790 | 2025-09-05 |
| 10 | 425 SHARES OF INTERCONTINENTAL EXCHANGE | $73,956 | 2025-09-05 |
| 11 | 200 SHARES OF VEEVA SYS INC | $53,556 | 2025-09-05 |
| 12 | 56,599 SHARES OF ALTAIR SMALLER COMPANIES FUND | $1,094,053 | 2025-09-05 |
| 13 | 16,026 SHARES OF FIDELITY 500 INDEX FUND | $3,615,484 | 2025-09-05 |
| 14 | 165 SHARES OF VISA INC | $57,896 | 2025-09-05 |
| 15 | 30 SHARES OF ZILLOW GROUP INC | $2,514 | 2025-09-05 |
| 16 | 1,360 SHARES OF AMERICAN INTL GORUP INC | $109,011 | 2025-09-05 |
| 17 | 25 SHARES OF META PLATFORMS INC | $18,837 | 2025-09-05 |
| 18 | 120 SHARES OF ARM HLDGS | $15,983 | 2025-09-05 |
| 19 | 160 SHARES OF PAYCOM SOFTWARE INC | $35,976 | 2025-09-05 |
| 20 | 3,225 SHARES OF WARNER BROS DISCOVERY | $38,619 | 2025-09-05 |
| 21 | 335 SHARES OF AMAZON INC | $78,147 | 2025-09-05 |
| 22 | 160 SHARES OF ADVANCED MICRO DEVICES INC | $25,587 | 2025-09-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,900 | Amt |
| Net Investment Income | $2,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,950 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTAIR ADVISED - REG | FMV | $6,660,003 | $6,572,093 |
| ALTAIR ADVISED - SP | FMV | $3,643,647 | $5,292,162 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $7,410 | $0 | $0 | $7,410 |
| LICENSES | $186 | $0 | $0 | $186 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BNY MELLON 3360 INVESTMENT FEES | $250 | $250 | $0 | $0 |
| BNY MELLON 3444 INVESTMENT FEES | $17,250 | $17,250 | $0 | $0 |
| MANAGEMENT FEES | $74,000 | $24,667 | $0 | $49,333 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES (BNY MELLON #3444) | $2,926 | $2,926 | $0 | $0 |
| FEDERAL TAXES | $92,600 | $92,600 | $0 | $0 |