JESS & BREWSTER J DURKEE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JESS & BREWSTER J DURKEE FOUNDATION (EIN 59-3293247)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-03-21
- IRS object ID
- 202530809349101503
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-21T07:24:31-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472604073 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Calibra CPA Tax & Accounting PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4010 Sunbeam Rd | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593293247 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jess & Brewster J Durkee Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 9043889979 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4530-15 St Johns Avenue POB 114 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kendall G Durkee | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amanda Bunk-Sizemore | PreparerPersonNm |
| PTIN | P01432184 | PTIN |
| Phone | 9047377756 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $11,680,768 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $134,447 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $134,447 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $134,447 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $222,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $222,979 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $222,979 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$108,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,742,050 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$13,931 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$13,931 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$13,931 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $234,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,495 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $343,495 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,586 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $836 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,696 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,696 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $17,011 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $17,011 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,508 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $123 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,152 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,902 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $522,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $522,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $642,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $568,902 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$407,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,321 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $343,495 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$37,589 | CashBOYAmt |
| Cash EOY | $2,549 | CashEOYAmt |
| Cash EOYFMV | $2,549 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $741,938 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $209,803 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $209,803 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $247,457 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $8,346,242 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,872,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,872,212 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,722,239 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,596,204 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,596,204 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $12,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,103 | OtherAssetsEOYAmt |
| Total Assets BOY | $11,032,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,686,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,680,768 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,032,287 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,686,871 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,032,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,686,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,032,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,686,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,032,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$407,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,062,131 | OtherIncreasesAmt |
| Subtotal | $11,686,871 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,686,871 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Merrill Lynch | P | 2023-01-01 | 2023-12-31 | $5,683,729 | $5,838,352 | -$154,623 | -$154,623 |
| Challen Partners | P | 2023-01-01 | 2023-12-31 | $12,664 | -$12,664 | -$12,664 | |
| Challen Partners | P | 2022-01-01 | 2023-12-31 | $58,321 | $58,321 | $58,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$108,966 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$167,287 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,757 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,757 | SubtotalAmt |
| Tax Based On Investment Income | $3,757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,900 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,143 | OverpaymentAmt |
| Applied To ES Tax | $2,143 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ed McCarthy III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9043889979 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4530-15 St Johns Avenue POB 114 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Kendall G Durkee | ||||||
| 4915 River Point Road | Jacksonville | FL | 32207 | Trustee | 0.00 | $24,000 |
| Edward McCarthy III | ||||||
| 4815 Apache Avenue | Jacksonville | FL | 32210 | Trustee | 0.00 | $0 |
| Beville Anderson | ||||||
| 4715 Iroquois Avenue | Jacksonville | FL | 32210 | Trustee | 0.00 | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,569,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $743,204 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,319,025 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,319,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,785 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,149,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $557,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $557,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,757 | TotalTaxAmt |
| Distributable Before Adj | $553,705 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $553,705 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $553,705 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $568,902 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $568,902 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $553,705 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $12,089 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $12,089 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $568,902 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $553,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,197 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,286 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $27,286 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $12,089 | ExcessFromYear2Amt |
| Excess From Current Year | $15,197 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Edward McCarthy III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 Riverplace Blvd Ste 1500 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9043889979 | RecipientPhoneNum |
| Form And Info And Materials | The Foundation accepts written requests from charitable organizations. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Preference given to ministries funded by Brewster J. Durkee prior to his death. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Angels for Allison | ||||||
| 2905 Corinthian Ave | Jacksonville | FL | 32210 | EOF | Unrestricted | $2,500 |
| Barnabas International | ||||||
| PO Box 11211 | Rockford | IL | 61126 | EOF | Unrestricted | $10,000 |
| Cambodian Charitable Relief School | ||||||
| PO Box 410 | Silverthorne | CO | 80498 | EOF | Unrestricted | $3,000 |
| Children's Home Society | ||||||
| 1485 S Semoran Blvd 1448 | Winter Park | FL | 32792 | EOF | Unrestricted | $10,000 |
| Christian Healing Ministries | ||||||
| 438 W 67th Street | Jacksonville | FL | 32208 | EOF | Unrestricted | $10,000 |
| City Rescue Mission | ||||||
| PO Box 60291 | Jacksonville | FL | 32236 | EOF | Unrestricted | $8,000 |
| Cummer Museum of Art | ||||||
| 829 Riverside Ave | Jacksonville | FL | 32204 | EOF | Unrestricted | $2,500 |
| Daniel Foundation | ||||||
| 4203 Southpoint Blvd | Jacksonville | FL | 32216 | EOF | Unrestricted | $6,000 |
| debra of America | ||||||
| 75 Broad St | New York | NY | 10004 | EOF | Unrestricted | $2,000 |
| Dove Kingdom Builders Ministry | ||||||
| 2338 Ernest Street | Jacksonville | FL | 32204 | EOF | Unrestricted | $7,500 |
| Dustbeen Inc | ||||||
| PO Box 541 | Macclenny | FL | 32082 | EOF | Unrestricted | $12,000 |
| East West Ministries | ||||||
| PO Box 530689 | Jarlington | TX | 78553 | EOF | Unrestricted | $5,000 |
| Elevate Jacksonville | ||||||
| 4940 Emerson Street Unit 202 | Jacksonville | FL | 32207 | EOF | Unrestricted | $12,000 |
| Episcopal School of Jacksonville | ||||||
| 4455 Atlantic Blvd | Jacksonville | FL | 32207 | EOF | Unrestricted | $25,000 |
| Every Nation | ||||||
| PO Box 1787 | Brentwood | TN | 37024 | EOF | Unrestricted | $2,500 |
| Faith for Freedom | ||||||
| PO Box 957736 | Duluth | GA | 30095 | EOF | Unrestricted | $2,400 |
| Faithful and True of Jacksonville | ||||||
| 2931 Loren Dr E | Jacksonville | FL | 32216 | EOF | Unrestricted | $12,000 |
| First Coast Women's Services | ||||||
| 11215 San Jose Blvd | Jacksonville | FL | 32223 | EOF | Unrestricted | $2,500 |
| First Presbyterian Church of Jax | ||||||
| 118 E Monroe Street | Jacksonville | FL | 32202 | EOF | Unrestricted | $6,000 |
| Florida Baptist Children's Home | ||||||
| 2300 Bartram Road | Jacksonville | FL | 32207 | EOF | Unrestricted | $1,000 |
| Florida Sheriff's Youth Ranches | ||||||
| PO Box 2000 | Boys Ranch | FL | 32064 | EOF | Unrestricted | $10,000 |
| Go To Nations Ministries | ||||||
| 3771 Spring Park Road | Jacksonville | FL | 32207 | EOF | Unrestricted | $18,000 |
| Hope Haven | ||||||
| 4600 Beach Blvd | Jacksonville | FL | 32207 | EOF | Unrestricted | $2,500 |
| Hope Outreach Ministry for Every-1 | ||||||
| 2137 N Liberty Street | Jacksonville | FL | 32206 | EOF | Unrestricted | $19,000 |
| Int'l Cooperating Ministries | ||||||
| 606 Aberdeen Road | Hampton | VA | 23661 | EOF | Unrestricted | $2,500 |
| Jacksonville Children's Chorus | ||||||
| 62 N Main Street | Jacksonville | FL | 32202 | EOF | Unrestricted | $2,000 |
| Jacksonville Historical Society | ||||||
| 317 A Philip Randolph | Jacksonville | FL | 32202 | EOF | Unrestricted | $5,000 |
| Jacksonville School for Autism | ||||||
| 9000 Southside Blvd Suite 900 | Jacksonville | FL | 32256 | EOF | Unrestricted | $16,000 |
| Jacksonville Symphony | ||||||
| 300 Water St | Jacksonville | FL | 32202 | EOF | Unrestricted | $10,000 |
| Juvenile Diabetes Foundation | ||||||
| 26 Broadway | New York | NY | 10004 | EOF | Unrestricted | $2,500 |
| KIPP School | ||||||
| 1440 McDuff Ave | Jacksonville | FL | 32254 | EOF | Unrestricted | $5,000 |
| Len ministries | ||||||
| 13856 Danforth Drive S | Jacksonville | FL | 32224 | EOF | Unrestricted | $9,600 |
| Light in the Word of God | ||||||
| 12077 Cobblewood Lane | Jacksonville | FL | 32225 | EOF | Unrestricted | $15,000 |
| Lighthouse Training Center | ||||||
| 525 W Broadway Avenue | Minneapolis | MN | 55411 | EOF | Unrestricted | $6,500 |
| Live the life | ||||||
| 2252 Kilearn Ctr Blvd 10 | Tallahassee | FL | 32309 | EOF | Unrestricted | $12,000 |
| Lutheran Social Services | ||||||
| 4615 Philips Highway | Jacksonville | FL | 32207 | EOF | Unrestricted | $2,500 |
| Mercy Ships | ||||||
| PO Box 2020 | Garden Valley | TX | 75771 | EOF | Unrestricted | $2,500 |
| Mind for Jesus | ||||||
| PO Box 52622 | Jacksonville | FL | 32201 | EOF | Unrestricted | $12,000 |
| N Florida School for Special Educat | ||||||
| 223 Mill Cove Road | Jacksonville | FL | 32207 | EOF | Unrestricted | $15,000 |
| Pine Castle | ||||||
| 4911 Spring Park Rd | Jacksonville | FL | 32207 | EOF | Unrestricted | $5,000 |
| Prisoners of Christ | ||||||
| 2576 Edison Ave | Jacksonville | FL | 32204 | EOF | Unrestricted | $31,000 |
| Red Cloud Indian School | ||||||
| 100 Mission Dr | Pine Ridge Reservati | SD | 57770 | EOF | Unrestricted | $500 |
| Rethreaded | ||||||
| 515 E 9th St | Jacksonville | FL | 32206 | EOF | Unrestricted | $5,000 |
| River City Church | ||||||
| 7950 Belfort Pkwy 900 | Jacksonville | FL | 32256 | EOF | Unrestricted | $12,000 |
| Ronald McDonald House | ||||||
| One Kroc Drive | Oak Brook | IL | 60523 | EOF | Unrestricted | $2,000 |
| Salvation Army -NE Florida | ||||||
| 328 N Ocean St | Jacksonville | FL | 32202 | EOF | Unrestricted | $12,000 |
| Seamark Ranch | ||||||
| 3750 San Jose Place | Jacksonville | FL | 32257 | EOF | Unrestricted | $10,000 |
| SIM USA | ||||||
| 14830 Choate Circle | Charlotte | NC | 28273 | EOF | Unrestricted | $2,500 |
| Smile Train | ||||||
| 411 Madison Ave 26th | New York | NY | 10010 | EOF | Unrestricted | $500 |
| St Mark's Episcopal Church | ||||||
| 4129 Oxford Avenue | Jacksonville | FL | 32210 | EOF | Unrestricted | $13,500 |
| St Mary's Episcopal Outreach | ||||||
| 1924 N Laura St | Jacksonville | FL | 32206 | EOF | Unrestricted | $6,000 |
| Trinity Rescue Mission | ||||||
| 627 W Beaver St | Jacksonville | FL | 32206 | EOF | Unrestricted | $2,000 |
| Volunteers in Medicine | ||||||
| 41 E Duval St | Jacksonville | FL | 32202 | EOF | Unrestricted | $2,500 |
| Wolfson's Childrens Hospital | ||||||
| 800 Prudential Dr | Jacksonville | FL | 32207 | EOF | Unrestricted | $12,500 |
| Wounded Warrior Project | ||||||
| 4899 Belfort Rd | Jacksonville | FL | 32256 | EOF | Unrestricted | $2,500 |
| Young Life-Florida Region | ||||||
| PO Box 9012 | St Augustine | FL | 32084 | EOF | Unrestricted | $18,000 |
| Young Life-Jacksonville Area | ||||||
| 1100 Stockton Street | Jacksonville | FL | 32203 | EOF | Unrestricted | $65,000 |
| Happy Brew | ||||||
| 3120 Hendricks Ave | Jacksonville | FL | 32207 | EOF | Unrestricted | $5,000 |
| Primera Iglesia Bautista Hispanaca | ||||||
| 112 Radford St | Yonkers | NY | 10705 | EOF | Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $522,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,447 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,979 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,931 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$108,966 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $357,426 | ExclusionAmt |
| Related Or Exempt Function Incm | -$122,897 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,529 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,586 | Amt |
| Net Investment Income | $836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $1,596,204 | EOYBookValueAmt |
| EOYFMV | $1,596,204 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Mutual Funds | $331,776 | $331,776 |
| Equities | $6,869,384 | $6,869,384 |
| Other Investments | $1,405,187 | $1,405,187 |
| Challen Partners | $1,265,865 | $1,265,865 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Excise Tax | $12,000 | $6,000 |
| Refund Due | $103 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $123 | $123 | |
| Postage | $449 | $449 | |
| Supplies | $703 | $703 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$13,931 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$13,931 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$13,931 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advisory Fees | $47,426 | $47,426 | $0 | $0 |
| Investment Expenses | $270 | $270 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $5,897 | $5,897 |
| Foreign Tax | $1,611 | $1,611 |