GEORGE JENKINS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE JENKINS FOUNDATION INC (EIN 59-3753198)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201931359349101483
- Schema version
- 2018v3.1
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T08:45:16-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 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 | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tomislav Loncar | PreparerPersonNm |
| PTIN | P00224197 | PTIN |
| Phone | 8134910001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,175,190 | 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 | $746,248 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,670 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,670 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $716,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $716,027 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,213,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,511,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,213,269 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$5,788 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$5,788 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,685,426 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,939,178 | 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 | $149,175 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $119,175 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,776 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,922 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,342 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,342 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $221,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,892 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,836,962 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,836,962 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,058,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,877,854 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,372,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,794,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,186,433 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,486,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,486,643 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $30,035,180 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,362,041 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,688,547 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,221,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,848,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,175,190 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $32,221,613 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,848,684 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,221,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,848,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,221,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,848,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,221,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,372,929 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,848,684 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,848,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| SECTION 1256 THRU USCI K-1 | P | 2017-01-01 | 2018-12-31 | $46,208 | -$46,208 | -$46,208 | |
| SECTION 1256 THRU USCI K-1 | P | 2018-01-01 | 2018-12-31 | $30,806 | -$30,806 | -$30,806 | |
| BNY MELLON #3360 | P | 2018-01-01 | 2018-12-31 | $10,907 | -$1,194 | -$1,194 | $9,713 |
| BNY MELLON #3360 | P | 2017-01-01 | 2018-12-31 | $1,577,891 | -$64,193 | -$64,193 | $1,513,698 |
| BNY MELLON #3444 | P | 2018-01-01 | 2018-12-31 | $1,378,003 | $4,830 | $4,830 | $1,382,833 |
| BNY MELLON #3444 | P | 2017-01-01 | 2018-12-31 | $5,859,163 | $772,759 | $772,759 | $6,631,922 |
| CLOSED CONTRACTS BNY | P | 2018-01-01 | 2018-12-31 | $1,394,977 | -$241 | -$241 | $1,394,736 |
| Capital Gain Dividends | $578,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,213,269 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$27,411 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,120,067 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,747,651 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03765 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,725,143 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,960,535 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06912 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,211,327 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,540,874 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06199 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,016,013 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,192,145 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05032 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,009,828 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,456,954 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04936 | DistributionYr5Rt |
| Total Distribution | 0.268437 | TotalDistributionRt |
| Average Distribution | 0.053687 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,054,926 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,667,246 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,945 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,685,191 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,877,854 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $17,945 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,945 | SubtotalAmt |
| Tax Based On Investment Income | $17,945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,055 | OverpaymentAmt |
| Applied To ES Tax | $6,055 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $30,248,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,279,135 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,527,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $31,527,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $472,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,054,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,552,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,552,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,945 | TotalTaxAmt |
| Distributable Before Adj | $1,534,801 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,534,801 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,534,801 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,877,854 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,877,854 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,945 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,859,909 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,534,801 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $5,154 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $670,994 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $676,148 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,877,854 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,534,801 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,343,053 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,019,201 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,019,201 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,154 | ExcessFromYear3Amt |
| Excess From Year2 | $670,994 | ExcessFromYear2Amt |
| Excess From Current Year | $3,343,053 | 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 (20 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 HELP WITH HURRICANE MICHAEL RECOVERY EFFORTS. | $5,000 |
| PARKER STREET MINISTRIES INC | |||||||
| 719 N MASSACHUSETTS AVE | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FIRST OF 3 INSTALLMENTS FOR OPERATING EXPENSES/ACADEMIC ENRICHMENT PROGRAM. | $75,000 |
| TIAN VICA RIDING ACADEMY INC | |||||||
| PO BOX 7301 | LAKELAND | FL | 33807 | INDEPENDENT CHARITY | PC | $28,000 FOR CARE AND FEEDING OF HORSES.$22,000 FOR GENERAL ADMINISTRATION SUPPORT. | $50,000 |
| EXPLORATIONS V CHILDREN'S MUSEUM IN | |||||||
| 109 N Kentucky Ave | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | TO UPGRADE AND REHABILITATE EXISTING EXHIBITS. | $26,039 |
| GENEVA CLASSICAL ACADEMY | |||||||
| 4204 LAKELAND HIGHLANDS RD | LAKELAND | FL | 33813 | INDEPENDENT CHARITY | PC | To fund scholarships for students in financial need and capital campaign matching. | $300,000 |
| LAKE WALES CARE CENTER | |||||||
| 140 E PARK AVE | LAKE WALES | FL | 33853 | INDEPENDENT CHARITY | PC | FOR USE IN THE CARE PROGRAM AND M PETERSON HOUSE BUILDING ASSISTANCE. | $135,000 |
| LAKELAND CHRISTIAN SCHOOL | |||||||
| 1111 FOREST PARK ST | LAKELAND | FL | 33803 | INDEPENDENT CHARITY | PC | FOR GENERAL FINANCIAL AID AND FINANCIAL AID FOR AUTISTIC STUDENTS | $150,000 |
| LAKELAND VOLUNTEERS IN MEDICINE | |||||||
| 1021 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | INDEPENDENT CHARITY | PC | $150,000 FOR STARTUP PHASE FOR MOVING; REPS CAUSED BY HURRICANE.$550,000 BALANCE OF PLEDGED FUNDS FOR MOVING/CONSTRUCTION OF NEW LOCATION. | $700,000 |
| 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 |
| VISTE | |||||||
| 1232 E MAGNOLIA | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | MATCHING GRANTS FOR DONATIONS MADE END OF MAY AND JUNE OF 2018. | $60,000 |
| PLAY IT FORWARD POLK | |||||||
| 921 SUCCESS AVE | LAKELAND | FL | 33803 | INDEPENDENT CHARITY | PC | TO SUPPORT THE ACQUISITION OF MUSICAL INSTRUMENTS. | $10,000 |
| SOUTHEASTERN UNIVERSITY | |||||||
| 1000 LONGFELLOW BLVD | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FOR EXPENSES OF THE CHEERLEADING PROGRAM AT SOUTHEASTERN UNIVERSITY. | $22,000 |
| ANCHOR HOUSE INC OF POLK COUNTY | |||||||
| PO BOX 625 | AUBURNDALE | FL | 33823 | INDEPENDENT CHARITY | PC | FOR TUTORING/EDUCATION OF BOYS AND YOUNG MEN. | $56,723 |
| ACADEMY PREP FOUNDATION INC | |||||||
| 1021 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | INDEPENDENT CHARITY | PC | $250,000 INITIAL DONATION (W/T TO NORTHERN TRUST CO).$1,700,000 FUND CLOSING OF LVIM BUILDING.$200,000 FOR ACADEMY PREP OF LAKELAND. | $2,150,000 |
| LAKELAND REGIONAL HEALTH FOUNDATION | |||||||
| 1324 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | INDEPENDENT CHARITY | PC | FIRST INSTALLMENT OF $5,000,000 PLEDGE OVER TEN YEARS. | $500,000 |
| PACE CENTER FOR GIRLS | |||||||
| 101 W MAIN ST SUITE 140 | LAKELAND | FL | 33815 | INDEPENDENT CHARITY | PC | FOR MOVING EXPENSES. | $150,000 |
| PEACE RIVER CENTER | |||||||
| 1239 E MAIN ST | BARTOW | FL | 33831 | INDEPENDENT CHARITY | PC | FOR USE AT LAKELAND CRISIS STABILIZATION UNIT. | $100,000 |
| READ LAKELAND | |||||||
| 1628 SOUTH FLORIDA AVE | LAKELAND | FL | 33803 | INDEPENDENT CHARITY | PC | FOR 2018 KISS THE PIG CAMPAIGN-COB & PEN. | $1,000 |
| THE POLK THEATRE INC | |||||||
| 139 S FLORIDA AVE | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FOR SHOWING DOCUMENTARY "A PLASTIC OCEAN". | $1,200 |
| UNITED WAY OF CENTRAL FLORIDA INC | |||||||
| PO BOX 1357 | HIGHLAND CITY | FL | 33846 | INDEPENDENT CHARITY | PC | $150,000 ASSISTANCE TO FAMILIES IDENTIFIED THROUGH NEWSPAPER WITH A HEART.$100,000 FUNDING OF COORDINATOR FOR COMMUNITY SCHOOL AT CRYSTAL LAKE. | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,836,962 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,670 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $716,027 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $5,788 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,213,269 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,939,178 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,939,178 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JULIA J FANCELLI 2002 CLAT C | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 E EDGEWOOD DRIVE 102 | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338033600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $746,248 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $11,191,063 | $10,530,737 |
| ALTAIR ADVISED FUNDS - SPECIAL BOARD | AT COST | $17,170,978 | $16,157,810 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EDUCATION | $1,591 | $1,591 |
| INSURANCE | $6,690 | $6,690 |
| LICENSES | $61 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$5,788 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$5,788 | NetInvestmentIncomeAmt |
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) | $103,925 | $103,925 | $0 | $0 |
| MANAGEMENT FEES | $45,000 | $15,000 | $0 | $30,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $35,854 | |
| FOREIGN TAXES (BNY MELLON #3360) | $1,508 | $1,508 |
| FOREIGN TAXES (BNY MELLON #3444) | $21,414 | $21,414 |