GEORGE JENKINS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE JENKINS FOUNDATION INC (EIN 59-3753198)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202123149349102372
- Schema version
- 2020v4.0
- 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 | 2021-11-10T13:56:20-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-10 | 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 |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,337,044 | 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 | $3,484,149 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $915 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $915 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $652,931 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $652,931 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $858,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,677,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $858,900 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,996,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,512,746 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $137,518 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,185 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,333 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,447 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,447 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,614 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,614 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $167,679 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,182 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,497 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,317,910 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,317,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,485,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,182 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,356,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,511,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,383,564 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $850,007 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,223,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,223,544 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $25,295,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,433,588 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,113,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,145,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,657,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,337,044 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,145,826 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,657,132 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,145,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,657,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,145,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,657,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,145,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,511,306 | ExcessRevenueOverExpensesAmt |
| Subtotal | $27,657,132 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $27,657,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON #3444 | P | 2020-01-01 | 2020-12-31 | $939,649 | $1,192,942 | -$253,293 | -$253,293 |
| BNY MELLON #3444 | P | 2010-01-01 | 2020-12-31 | $4,742,205 | $4,955,057 | -$212,852 | -$212,852 |
| BNY MELLON #3444 - CLOSED CONTRACTS | P | 2020-01-01 | 2020-12-31 | $105,091 | $105,047 | $44 | $44 |
| BNY MELLON #3360 | P | 2020-01-01 | 2020-12-31 | $1,793,400 | $1,637,268 | $156,132 | $156,132 |
| BNY MELLON #3360 | P | 2010-01-01 | 2020-12-31 | $2,692,669 | $1,928,149 | $764,520 | $764,520 |
| CLASS ACTION PROCEEDS - PETROBAS | P | 2015-01-01 | 2020-12-31 | $309 | $309 | $309 | |
| Capital Gain Dividends | $404,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $858,900 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$97,117 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,232 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,232 | SubtotalAmt |
| Tax Based On Investment Income | $19,232 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,445 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,866 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,311 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $79 | EsPenaltyAmt |
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 | $27,674,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $720,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,394,610 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $28,394,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $425,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,968,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,398,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,398,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,232 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,232 | TotalTaxAmt |
| Distributable Before Adj | $1,379,203 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,379,203 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,379,203 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,356,407 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,356,407 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,356,407 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,379,203 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,154 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $670,994 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $3,343,053 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,698,654 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,717,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,356,407 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,379,203 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,977,204 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,695,059 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,154 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,689,905 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $670,994 | ExcessFromYear4Amt |
| Excess From Year2 | $3,343,053 | ExcessFromYear2Amt |
| Excess From Year1 | $3,698,654 | ExcessFromYear1Amt |
| Excess From Current Year | $1,977,204 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FLORIDA BAPTIST CHILDREN'S HOME | |||||||
| 1015 SIKES BLVD | LAKELAND | FL | 33815 | INDEPENDENT CHARITY | PC | FOR FOSTER CARE, SINGLE MOMS MINISTRY, FEEDING AND OTHER PROGRAMS | $275,000 |
| PARKER STREET MINISTRIES INC | |||||||
| 719 N MASSACHUSETTS AVE | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FOR OPERATING EXPENSES/ACADEMIC ENRICHMENT PROGRAMS (THIRD OF THREE INSTALLMENTS) | $75,000 |
| TALBOT HOUSE MINISTRIES OF LAKELAND | |||||||
| 814 NORTH KENTUCKY AVE | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | CONTRIBUTION TO HELP WITH THE MEAL AND FOOD PANTRY | $10,000 |
| TIAN VICA RIDING ACADEMY INC | |||||||
| PO BOX 7301 | LAKELAND | FL | 33807 | INDEPENDENT CHARITY | PC | GRANT TO HELP PROVIDE CARE/FEEDING OF HORSES/GENERAL AND ADMINISTRATIVE EXPENSES | $50,000 |
| ALLIANCE FOR INDEPENDENCE | |||||||
| 1038 Sunshine Dr E | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | $500 IN MEMORY OF CADE ADAMS$100,000 GRANT FOR SCHOLARSHIPS FOR AFI CLIENTS | $100,500 |
| GENEVA CLASSICAL ACADEMY | |||||||
| 4204 LAKELAND HIGHLANDS RD | LAKELAND | FL | 33813 | INDEPENDENT CHARITY | PC | To fund scholarships for students in need during the 2020/2021 school year | $100,000 |
| LAKE WALES CARE CENTER | |||||||
| 140 E PARK AVE | LAKE WALES | FL | 33853 | INDEPENDENT CHARITY | PC | $50,000 SUPPORT DONATION IN RESPONSE TO COVID-19 FINANCIAL HARDSHIPS$75,000 DONATION FOR HOME REHAB, STAY-AT-HOME WORK CAMPS, ETC. | $125,000 |
| LAKELAND VOLUNTEERS IN MEDICINE | |||||||
| 1021 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR OPERATIONS | $25,000 |
| THE SALVATION ARMY | |||||||
| 2620 KATHLEEN RD | LAKELAND | FL | 33810 | INDEPENDENT CHARITY | PC | $75,000 OPERATING EXPENSES FOR THE H.A.L.O. CHILD ENRICHMENT CENTER$20,000 TO BE USED FOR YES - YOUTH EDUCATION SUCCESS | $95,000 |
| CITY LORE INC | |||||||
| 56 E 1ST ST | NEW YORK | NY | 10003 | INDEPENDENT CHARITY | PC | DONATION FOR THE MAKING OF DANTE DOCUMENTARY | $100,000 |
| POLK EDUCATION FOUNDATION | |||||||
| 1530 SHUMATE DR | BARTOW | FL | 33830 | INDEPENDENT CHARITY | PC | GRANT FOR FREE TEACHER MARKET | $10,000 |
| ANCHOR HOUSE INC OF POLK COUNTY | |||||||
| PO BOX 625 | AUBURNDALE | FL | 33823 | INDEPENDENT CHARITY | PC | GRANT FOR TUTORING/EDUCATION OF BOYS AND YOUNG MEN | $80,000 |
| ACADEMY PREP FOUNDATION INC | |||||||
| 1021 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | INDEPENDENT CHARITY | PC | FOR ACADEMY PREP OF LAKELAND | $525,000 |
| LAKELAND REGIONAL HEALTH FOUNDATION | |||||||
| 1324 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | INDEPENDENT CHARITY | PC | PAYMENTS FOR THREE PLEDGES | $662,500 |
| PEACE RIVER CENTER | |||||||
| 1239 E MAIN ST | BARTOW | FL | 33831 | INDEPENDENT CHARITY | PC | $10,000 GRANT TO PURCHASE ITEMS NEEDED TO ASSIST WITH VICTIM SERVICES$15,000 GRANT TO COMB WITH POLK CITY FUNDS TO BUILD PLAYGROUND$50,000 MATCHING FUNDS DONATION | $75,000 |
| UNITED WAY OF CENTRAL FLORIDA INC | |||||||
| PO BOX 1357 | HIGHLAND CITY | FL | 33846 | INDEPENDENT CHARITY | PC | $89,910 ASSISTANCE WITH FUNDING OF THE GEORGE W. JENKINS END HUNGER INITIATIVE$270,000 FOR FEEDING PROGRAM/ CHILDCARE TO ESSENTIAL WORKERS IN HEALTH CARE/ FIRST RESPONDERS$120,000 FOR FEEDING PROGRAM/ HOMELESS KIDS IN POLK SCHOOL SYSTEM$100,000 GRANT-FUND DIRECTOR POSITION FOR THE COMMUNITY SCHOOL AT CRYSTAL LAKE | $579,910 |
| INSTITUTE FOR FRONTIER SCIENCE | |||||||
| 6114 LASALLE AVE PMB 605 | OAKLAND | CA | 94611 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR OPERATIONS | $50,000 |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DR STE 1300 | ARLINGTON | VA | 22202 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR OPERATIONS | $2,500 |
| THE LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | INDEPENDENT CHARITY | PC | END FUND FOR ANNUAL INTERN HONORING THE LEGACY OF GEORGE W. JENKINS | $100,000 |
| DREAM CENTER OF LAKELAND | |||||||
| 635 WEST 5TH ST | LAKELAND | FL | 33805 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR OPERATIONS | $25,000 |
| GOSPEL INC | |||||||
| PO BOX 3278 | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR OPERATIONS | $25,000 |
| HEARTLAND FOR CHILDREN | |||||||
| 1239 E MAIN ST | BARTOW | FL | 33830 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR CHROMEBOOKS AND PACK 'N' PLAYS | $30,000 |
| MEALS ON WHEELS OF POLK COUNTY INC | |||||||
| 620 6TH ST NW | WINTER HAVEN | FL | 33881 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR OPERATIONS | $25,000 |
| NATIONAL ASSOCIATION TO PROTECT CHI | |||||||
| PO BOX 2187 | KNOXVILLE | TN | 37901 | INDEPENDENT CHARITY | PC | DONATION FOR THE HERO PROGRAM | $50,000 |
| THE TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | INDEPENDENT CHARITY | PC | CONTRIBUTION FOR OPERATIONS | $50,000 |
| VOLUNTEERS IN SERVICE TO THE ELDERL | |||||||
| 1232 E MAGNOLIA ST | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | $20,000 GRANT FOR AUTO AND TRANSPORT COSTS$2,500 INSTALLMENT - MATCHING GRANT$25,000 INSTALLMENT - GRANT | $47,500 |
| POLK SHERIFF'S CHARITIES INC | |||||||
| 1891 JIM KEENE BLVD | WINTER HAVEN | FL | 33880 | INDEPENDENT CHARITY | PC | GRANT TO ESTABLISH COMMUNITY ASSISTANCE FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,317,910 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $915 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $652,931 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $858,900 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,512,746 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,512,746 | 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 (7 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 | $2,000,000 | Yes (X) | |
| JULIA J FANCELLI | |||||||
| 3 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $196,514 | Yes (X) | |
| JULIA J FANCELLI | |||||||
| 4 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $521,234 | Yes (X) | |
| JULIA J FANCELLI | |||||||
| 5 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $342,917 | Yes (X) | |
| JULIA J FANCELLI | |||||||
| 6 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $314,244 | Yes (X) | |
| JULIA J FANCELLI | |||||||
| 7 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $127,511 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 50 SHARES OF ADOBE SYSTEMS INC. STOCK (FMV $21,227)26 SHARES OF ALPHABET INC. STOCK (FMV $39,054)32 | $196,514 | 2020-07-15 |
| 4 | 50 SHARES OF COSTAR GROUP INC. STOCK (FMV $34,206)7,110.753 SHARES OF DRIEHAUS EMERGING (FMV $284,50 | $521,234 | 2020-07-15 |
| 5 | 175 SHARES OF NVIDIA CORP. (FMV $70,358)315 SHARES OF OKTA INC. (FMV $63,227)300 SHARES OF PAYPALL H | $342,917 | 2020-07-15 |
| 6 | 150 SHARES OF SQUARE INC. (FMV $18,064)330 SHARES OF TELADOC HEALTH INC. (FMV $71,643)75 SHARES OF T | $314,244 | 2020-07-15 |
| 7 | 260 SHARES OF VISA INC. (FMV $50,470)90 SHARES OF ZILLOW GROUP INC. (FMV $5,439)2,475 SHARES OF TOUC | $127,511 | 2020-07-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,100 | Amt |
| Net Investment Income | $2,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,550 | 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 | $11,466,008 | $12,305,950 |
| ALTAIR ADVISED FUNDS - SPECIAL BOARD | AT COST | $14,967,580 | $19,807,550 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $6,553 | $6,553 |
| 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) | $93,268 | $93,268 | $0 | $0 |
| MANAGEMENT FEES | $44,000 | $14,667 | $0 | $29,333 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES (BNY MELLON #3360) | $1,720 | $1,720 |
| FOREIGN TAXES (BNY MELLON #3444) | $16,727 | $16,727 |