GEORGE JENKINS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE JENKINS FOUNDATION INC (EIN 59-3753198)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201811319349101211
- Schema version
- 2017v2.2
- 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 | 2018-05-11T08:30:31-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-11 | 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 | 2017 | 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 | $34,440,144 | 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 | $2,927,660 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,805 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,805 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $639,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $639,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $591,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,505,166 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $591,880 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $58,028 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$5,117 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$5,117 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,159,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,232,231 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $58,028 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $160,420 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $130,420 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $124,866 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,290 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,022 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,022 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $298,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,522 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,079,545 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,079,545 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,377,853 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,120,067 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,782,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,082,021 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58,028 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,663,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,186,433 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,186,433 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $27,776,124 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,035,180 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,253,711 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,439,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,221,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,440,144 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $29,439,575 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,221,613 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,439,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,221,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,439,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,221,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,439,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,782,038 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,221,613 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,221,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| SECTION 1256 THRU USCI K-1 | P | 2017-01-01 | 2017-12-31 | $15,130 | $15,130 | $15,130 | |
| SECTION 1256 THRU USCI K-1 | P | 2015-01-01 | 2017-12-31 | $22,695 | $22,695 | $22,695 | |
| SEE ATTACHED BNY MELLON #3360 | P | 2017-01-01 | 2017-12-31 | $1,267,694 | -$13,710 | -$13,710 | $1,281,404 |
| SEE ATTACHED BNY MELLON #3360 | P | 2016-01-01 | 2017-12-28 | $32,306 | $2,442 | $2,442 | $29,864 |
| SEE ATTACHED BNY MELLON #3444 | P | 2017-01-01 | 2017-12-31 | $1,605,562 | $56,624 | $56,624 | $1,548,938 |
| SEE ATTACHED BNY MELLON #3444 | P | 2016-01-01 | 2017-12-31 | $1,010,657 | $72,680 | $72,680 | $937,977 |
| SEE ATTACHED CLOSED CONTRACTS BNY | P | 2017-01-01 | 2017-12-31 | $1,115,087 | -$16 | -$16 | $1,115,103 |
| Capital Gain Dividends | $436,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $591,880 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $58,028 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,725,143 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,960,535 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06912 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,211,327 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,540,874 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06199 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,016,013 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,192,145 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05032 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,009,828 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,456,954 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04936 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $991,264 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,689,456 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05304 | DistributionYr5Rt |
| Total Distribution | 0.283824 | TotalDistributionRt |
| Average Distribution | 0.056765 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,747,651 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,688,625 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,820 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,699,445 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,120,067 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,640 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,640 | SubtotalAmt |
| Tax Based On Investment Income | $21,640 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $446 | EsPenaltyAmt |
| Tax Due | $12,086 | TaxDueAmt |
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 |
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 | $29,315,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $884,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,200,661 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $30,200,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $453,010 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,747,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,487,383 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,487,383 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,640 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,640 | TotalTaxAmt |
| Distributable Before Adj | $1,465,743 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,465,743 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,465,743 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,120,067 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,120,067 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,120,067 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,465,743 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $62,845 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,384 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,270 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $238,331 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $670,994 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,021,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,120,067 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,120,067 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $345,676 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $345,676 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $676,148 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $676,148 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,154 | ExcessFromYear2Amt |
| Excess From Year1 | $670,994 | ExcessFromYear1Amt |
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 (17 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 | $100,000 FOR OPERATING EXPENSES$50,000 FOR THE ACADEMIC ENRICHMENT PROGRAM | $150,000 |
| NATIONAL PEDIATRIC CANCER FOUNDATIO | |||||||
| 5550 W EXECUTIVE DRIVE SUITE 300 | TAMPA | FL | 33609 | INDEPENDENT CHARITY | PC | RESEARCH RELATED TO PEDIATRIC CANCERS | $10,000 |
| TALBOT HOUSE MINISTRIES OF LAKELAND | |||||||
| 814 NORTH KENTUCKY AVE | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FOR ON-THE-JOB TRAINING PROGRAM IN 2017 | $152,685 |
| 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 REHABILITATE EXISTING EXHIBITS | $25,540 |
| GENEVA CLASSICAL ACADEMY | |||||||
| 4204 LAKELAND HIGHLANDS RD | LAKELAND | FL | 33813 | INDEPENDENT CHARITY | PC | To fund scholarships for students in financial need. | $50,000 |
| LAKE WALES CARE CENTER | |||||||
| 140 E PARK AVE | LAKE WALES | FL | 33853 | INDEPENDENT CHARITY | PC | FOR USE IN THE CARE PROGRAM | $50,000 |
| 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 |
| 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 | TO BE USED FOR TRANSPORTATION SERVICES | $40,000 |
| CHILDREN'S HOME SOCIETY OF FLORIDA | |||||||
| 1010 E ROSE ST | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FOR SUPPORT OF TWO FOSTER CARE PROGRAMS | $25,000 |
| CITY LORE INC | |||||||
| 56 E 1ST ST | NEW YORK | NY | 10003 | INDEPENDENT CHARITY | PC | FOR THE MAKING OF DANTE DOCUMENTARY | $75,000 |
| KATHLEEN FFA ALUMNI | |||||||
| 1100 RED DEVIL WAY | LAKELAND | FL | 33815 | INDEPENDENT CHARITY | PC | FOR USE WITH DENIM & DIAMONDS GALA | $1,000 |
| LIGHTHOUSE MINISTRIES INC | |||||||
| 215 E MAGNOLIA ST | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FOR FUNDING THE PRESCHOOL AND KIDCARE | $75,000 |
| PLAY IT FORWARD POLK | |||||||
| 921 SUCCESS AVE | LAKELAND | FL | 33803 | INDEPENDENT CHARITY | PC | TO SUPPORT THE ACQUISITION OF MUSICAL INSTRUMENTS | $10,000 |
| POLK EDUCATION FOUNDATION | |||||||
| 1530 SHUMATE DR | BARTOW | FL | 33830 | INDEPENDENT CHARITY | PC | FOR PERSONNEL FOR PEF'S FREE TEACHER MARKET | $20,320 |
| SOUTHEASTERN UNIVERSITY | |||||||
| 1000 LONGFELLOW BLVD | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FOR GENERAL FINANCIAL AID FOR STUDENTS OF LAKELAND | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,079,545 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,805 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $639,663 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $5,117 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $591,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,232,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,232,231 | 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 (3 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) | |
| BRENDA C CRAFT 2004 CRUT | |||||||
| 2 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $1,084,873 | Yes (X) | Yes (X) |
| LILLIAN E CLARK 2004 CRUT | |||||||
| 3 | 2000 E EDGEWOOD DRIVE 102 | LAKELAND | FL | 338033600 | $1,096,539 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | PUBLICLY TRADED SECURITIES | $575,208 | 2017-12-18 |
| 3 | PUBLICLY TRADED SECURITIES | $585,689 | 2017-12-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | 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 | $12,159,436 | $13,057,345 |
| ALTAIR ADVISED FUNDS - SPECIAL BOARD | AT COST | $17,875,744 | $19,196,366 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $7,961 | $7,961 |
| 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 | -$5,117 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$5,117 | 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) | $115,170 | $115,170 | $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 | $107,576 | |
| FOREIGN TAXES (BNY MELLON #3360) | $1,086 | $1,086 |
| FOREIGN TAXES (BNY MELLON #3444) | $16,204 | $16,204 |