GEORGE JENKINS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE JENKINS FOUNDATION INC (EIN 59-3753198)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202421359349101167
- Schema version
- 2023v5.0
- 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
- 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 | 2024-05-14T06:11:37-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020587685 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reilly Fisher & Solomon PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 West 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 | 2023-01-01 | 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 | CO 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 | 33803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNE PARSONS | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIANNE | PersonFirstNm |
| Person Last | PARSONS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Tomislav Loncar | PreparerPersonNm |
| PTIN | P00224197 | PTIN |
| Phone | 8134910001 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,202,813 | 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 | $4,708,034 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $177,727 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $177,727 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $480,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $480,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,094,835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,329,910 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,094,835 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,461,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,753,333 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $122,515 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,848 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $46,667 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,165 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,165 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,313 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $151,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,680 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,675,714 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,675,714 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,827,107 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,732,394 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,365,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,658,620 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $685,851 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,207,044 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,207,044 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $18,380,033 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,493,100 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,995,769 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,065,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,700,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,202,813 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,065,884 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,700,144 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,065,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,700,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,065,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,700,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,065,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,365,740 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,700,144 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,700,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON #3360 | P | 2023-05-01 | 2023-12-31 | $6,473,607 | $6,468,161 | $5,446 | $5,446 |
| BNY MELLON #3360 | P | 2020-07-20 | 2023-05-09 | $10,270,698 | $8,739,472 | $1,531,226 | $1,531,226 |
| BNY MELLON #3444 | P | 2023-02-27 | 2023-05-25 | $1,346,043 | $1,335,874 | $10,169 | $10,169 |
| BNY MELLON #3444 | P | 2017-04-06 | 2023-02-23 | $6,206,122 | $5,661,343 | $544,779 | $544,779 |
| BNY MELLON #3444 - CLOSED CONTRACTS | P | 2023-04-05 | 2023-04-11 | $30,190 | $30,225 | -$35 | -$35 |
| BNY MELLON #3344 - CLASS ACTION PROCEEDS | P | 2010-01-01 | 2023-12-31 | $3,250 | $3,250 | $3,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,094,835 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,955 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,955 | SubtotalAmt |
| Tax Based On Investment Income | $36,955 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,378 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $50,378 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $13,423 | OverpaymentAmt |
| Applied To ES Tax | $13,423 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 | LJ MANAGEMENT SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JULIA J FANCELLI | ||||||
| 2000 E EDGEWOOD DR SUITE 102 | LAKELAND | FL | 33803 | President | 1.00 | $0 |
| GREGORY FANCELLI | ||||||
| 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 33803 | Director | 0.25 | $0 |
| LESLIE FANCELLI SONATORI | ||||||
| 2000 E EDGEWOOD DR SUITE 102 | LAKELAND | FL | 33803 | Director | 5.00 | $0 |
| MARIANNE PARSONS | ||||||
| 2000 E EDGEWOOD DR SUITE 102 | LAKELAND | FL | 33803 | SEC.,TREASURER | 5.00 | $0 |
| 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 | $16,009,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,682,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,692,009 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,692,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,380 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,426,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $871,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $871,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,955 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,955 | TotalTaxAmt |
| Distributable Before Adj | $834,376 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $834,376 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $834,376 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,732,394 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,732,394 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $834,376 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,343,053 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,698,654 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,977,204 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,800,855 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,372,751 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,192,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,732,394 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $834,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,898,018 | RemainingDistriFromCorpusAmt |
| Total Corpus | $33,090,535 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,343,053 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,747,482 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,698,654 | ExcessFromYear4Amt |
| Excess From Year3 | $1,977,204 | ExcessFromYear3Amt |
| Excess From Year2 | $5,800,855 | ExcessFromYear2Amt |
| Excess From Year1 | $5,372,751 | ExcessFromYear1Amt |
| Excess From Current Year | $12,898,018 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PARKER STREET MINISTRIES INC | |||||||
| 719 N MASSACHUSETTS AVE | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FOR OPERATING EXPENSES/ACADEMIC ENRICHMENT PROGRAMS | $500,000 |
| GENEVA CLASSICAL ACADEMY | |||||||
| 4204 LAKELAND HIGHLANDS RD | LAKELAND | FL | 33813 | INDEPENDENT CHARITY | PC | Fund scholarships for students in need during the 2023/2024 school year | $100,000 |
| LAKELAND CHRISTIAN SCHOOL | |||||||
| 1111 FOREST PARK ST | LAKELAND | FL | 33803 | INDEPENDENT CHARITY | PC | GRANT FOR SCHOLARSHIPS | $200,000 |
| THE SALVATION ARMY | |||||||
| 2620 KATHLEEN RD | LAKELAND | FL | 33810 | INDEPENDENT CHARITY | PC | GRANT FOR OPERATING EXPENSES OF THE H.A.L.O. CHILD ENRICHMENT CENTER | $95,000 |
| VISTE | |||||||
| 1232 E MAGNOLIA | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | CONTRIBUTIONS FOR OPERATIONS AND BUILDING OF ENDOWMENT FUND | $269,164 |
| LIGHTHOUSE MINISTRIES INC | |||||||
| 215 E MAGNOLIA ST | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FOR LIGHTHOUSE MINISTRIES OPERATIONS | $100,000 |
| ANCHOR HOUSE INC OF POLK COUNTY | |||||||
| PO BOX 625 | AUBURNDALE | FL | 33823 | INDEPENDENT CHARITY | PC | EDUCATION ASSISTANCE AND FUND THERAPIST FOR ANCHOR HOUSE INC. OF POLK COUNTY | $150,550 |
| ACADEMY PREP FOUNDATION INC | |||||||
| 1021 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | INDEPENDENT CHARITY | PC | FOR ACADEMY PREP OF LAKELAND OPERATIONS | $450,000 |
| LAKELAND REGIONAL HEALTH FOUNDATION | |||||||
| 1324 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | INDEPENDENT CHARITY | PC | $500,000 SIXTH INSTALLMENT OF $5,000,000 PLEDGE OVER 10 YEARS$62,500 FOURTH INSTALLMENT OF ADDITIONAL $500,000 PLEDGE OVER 8 YEARS | $562,500 |
| PACE CENTER FOR GIRLS | |||||||
| 101 W MAIN ST STE 140 | LAKELAND | FL | 33815 | INDEPENDENT CHARITY | PC | GRANT FOR LITERACY PROGRAM | $150,000 |
| PEACE RIVER CENTER | |||||||
| 1239 E MAIN ST | BARTOW | FL | 33831 | INDEPENDENT CHARITY | PC | GRANT FOR RENOVATIONS TO LAKELAND DOMESTIC VIOLENCE SHELTER | $260,000 |
| THE POLK THEATRE INC | |||||||
| 139 S FLORIDA AVE | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FOR POLK THEATRE OPERATIONS | $40,000 |
| UNITED WAY OF CENTRAL FLORIDA INC | |||||||
| PO BOX 1357 | HIGHLAND CITY | FL | 33846 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR GEORGE JENKINS END HUNGER INITIATIVE | $805,000 |
| INSTITUTE FOR FRONTIER SCIENCE | |||||||
| 6114 LASALLE AVE PMB 605 | OAKLAND | CA | 94611 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR OPERATIONS | $100,000 |
| KIDSPACK | |||||||
| 3725 FRONTAGE ROAD NORTH STE 1 | LAKELAND | FL | 33810 | INDEPENDENT CHARITY | PC | GRANT TO PROVIDE FOOD TO DISADVANTAGED CHILDREN IN POLK COUNTY | $350,000 |
| THE LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | INDEPENDENT CHARITY | PC | FOR THE LEADERSHIP INSTITUTE OPERATIONS | $2,500,000 |
| GOSPEL INC | |||||||
| PO BOX 3278 | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | TO HELP PROVIDE HOUSING FOR CHRONIC HOMELESS | $100,000 |
| NATIONAL ASSOCIATION TO PROTECT CHI | |||||||
| PO BOX 2187 | KNOXVILLE | TN | 37901 | INDEPENDENT CHARITY | PC | DONATION FOR THE HERO PROGRAM | $150,000 |
| THE TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | INDEPENDENT CHARITY | PC | UNRESTRICTED CONTRIBUTION FOR OPERATIONS | $250,000 |
| POLK SHERIFF'S CHARITIES INC | |||||||
| 1891 JIM KEENE BLVD | WINTER HAVEN | FL | 33880 | INDEPENDENT CHARITY | PC | GRANT TO ESTABLISH COMMUNITY ASSISTANCE FUND | $50,000 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | INDEPENDENT CHARITY | PC | FOR ALLIANCE DEFENDING FREEDOM OPERATIONS | $2,700,000 |
| BOYS GIRLS CLUB OF POLK COUNTY | |||||||
| PO BOX 763 | LAKELAND | FL | 33802 | INDEPENDENT CHARITY | PC | CAPITAL FUNDING FOR NEW BUILDING | $1,000,000 |
| JUDICIAL WATCH INC | |||||||
| PO BOX 96234 | WASHINGTON | DC | 20090 | INDEPENDENT CHARITY | PC | FOR OPERATIONS OF JUDICIAL WATCH | $200,000 |
| MOMS FOR AMERICA | |||||||
| 990 HWY 287N STE 106-190 | MANSFIELD | TX | 76063 | INDEPENDENT CHARITY | PC | FOR MOMS OF AMERICA OPERATIONS | $706,000 |
| CCDF USA FOUNDATION | |||||||
| 590 NW 3RD ST | MULBERRY | FL | 33860 | INDEPENDENT CHARITY | PC | FOR CCDF USA FOUNDATION OPERATIONS | $500,000 |
| GIVEWELL COMMUNITY FOUNDATION | |||||||
| 1501 S FLORIDA AVE | LAKELAND | FL | 33803 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR THE BENEFIT OF THE GEORGE JENKINS DONOR ADVISED FUND | $250,000 |
| HELPING A HERO | |||||||
| 12345 JONES ROAD STE 222 | HOUSTON | TX | 77070 | INDEPENDENT CHARITY | PC | GRANT TO ASSIST IN THE BUILDING OF HANDICAPPED ACCESSIBLE HOMES | $300,000 |
| BONNET SPRINGS PARK | |||||||
| 400 BONNET SPRINGS BLVD | LAKELAND | FL | 33815 | INDEPENDENT CHARITY | PC | EDUCATION FUNDING FOR BONNET SPRINGS PARK | $300,000 |
| LAKELAND YOUTH ICE SPORTS | |||||||
| 3395 W MEMORIAL BLVD | LAKELAND | FL | 33815 | INDEPENDENT CHARITY | PC | GRANT TO HELP FUND ADDITIONAL SHEET OF ICE AT THE ARENA | $200,000 |
| THE TAKE HEART PROJECT INC | |||||||
| 248 NORTH KENTUCKY AVE | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | GRANT TO BUILD SCHOOL IN KENYA | $50,000 |
| THE DEAF AND HARD OF HEARING YOUTH | |||||||
| 2080 SADDLEWOOD DRIVE | BARTOW | FL | 33830 | INDEPENDENT CHARITY | PC | TO ASSIST THE DEAF AND HARD OF HEARING YOUTH IN POLK COUNTY | $12,500 |
| THE FIRST TEE OF LAKELAND | |||||||
| 1740 GEORGE JENKINS BLVD | LAKELAND | FL | 33815 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR THE BENEFIT OF ANDY BEAN MEMORIAL TOURNAMENT | $25,000 |
| TORCH OF FREEDOM FOUNDATION | |||||||
| PO BOX 586 | DRIPPING SPRINGS | TX | 78620 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR TORCH OF FREEDOM OPERATIONS | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,675,714 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,727 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $480,771 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,094,835 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,753,333 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,753,333 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JULIA J FANCELLI 2002 CLAT C | |||||||
| 1 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $746,248 | Yes (X) | |
| JULIA J FANCELLI | |||||||
| 2 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $806,247 | Yes (X) | |
| JULIA J FANCELLI | |||||||
| 3 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $184,031 | Yes (X) | |
| JULIA J FANCELLI | |||||||
| 4 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $1,823,974 | Yes (X) | |
| JULIA J FANCELLI | |||||||
| 5 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $715,462 | Yes (X) | |
| JULIA J FANCELLI | |||||||
| 6 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $334,696 | Yes (X) | |
| JULIA J FANCELLI | |||||||
| 7 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $456,028 | Yes (X) | |
| JULIA J FANCELLI | |||||||
| 8 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $1,462,068 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 2,095 SHARES OF AMERICAN INTERNATIONAL GROUP INC. STOCK(FMV $108,783)48,117.658 SHARES OF ADARA SMAL | $806,247 | 2023-05-03 |
| 3 | 295 SHARES OF BERKSHIRE HATHAWAY INC. STOCK (BRK-B)(FMV $96,042)75 SHARES OF CITIGROUP INC. STOCK (F | $184,031 | 2023-05-03 |
| 4 | 1,905 SHARES OF EOG RESOURCES INC STOCK (FMV $211,731)600 SHARES OF FISERV INC. STOCK (FMV $70,977)1 | $1,823,974 | 2023-05-03 |
| 5 | 290 SHARES OF GENERAL MOTORS COMPANY (FMV $9,535)2,340 SHARES OF ALPHABET INC. STOCK (FMV $248,567)2 | $715,462 | 2023-05-03 |
| 6 | 4,970 SHARES OF THE INTERPUBLIC GROUP OF COMPANIES INC. STOCK (FMV $175,193)69 SHARES OF MERCADOLIBR | $334,696 | 2023-05-03 |
| 7 | 1,310 SHARES OF ORACLE CORPORATION (FMV $124,424)1,785 SHARES OF CHARLES SCHWAB CORP (FMV $87,768)52 | $456,028 | 2023-05-03 |
| 8 | 125 SHARES OF VEEVA SYSTEMS INC STOCK (FMV $22,397)13,048 SHARES OF VANGUARD TOTAL WORLD STOCK INDEX | $1,462,068 | 2023-05-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $2,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,700 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTAIR ADVISED FUNDS - REGULAR | AT COST | $3,510,251 | $3,596,576 |
| ALTAIR ADVISED FUNDS - SPECIAL BOARD | AT COST | $7,982,849 | $9,399,193 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $7,252 | $7,252 |
| LICENSES | $61 | $61 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES (BNY MELLON #3360) | $250 | $250 | $0 | $0 |
| INVESTMENT FEES (BNY MELLON #3444) | $52,265 | $52,265 | $0 | $0 |
| MANAGEMENT FEES | $70,000 | $23,333 | $0 | $46,667 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES (BNY MELLON #3360) | $1,060 | $1,060 |
| FOREIGN TAXES (BNY MELLON #3444) | $15,105 | $15,105 |