JOYFUL BLESSINGS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOYFUL BLESSINGS FOUNDATION (EIN 46-1358883)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349103059
- Schema version
- 2024v5.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T14:31:57-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 E WASHINGTON ST STE B | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296012963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461358883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYFUL BLESSINGS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOYF | BusinessNameControlTxt |
| Phone | 2145636120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3690 CONSERVATION TRAIL | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32163 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A THOMPSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2145636120 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELBY PERRY-LIPE | PreparerPersonNm |
| PTIN | P02251011 | PTIN |
| Phone | 8642330590 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,344,605 | 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 | $259,065 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,776 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,776 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $174,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $626,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,618,675 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $626,053 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $129 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $129 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,061,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $802,142 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $83,822 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,822 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $77,247 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $56 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $56 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,829 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,829 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,707 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $740,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $740,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $838,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,707 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $817,247 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $223,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $706,435 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $161,595 | CashBOYAmt |
| Cash EOY | $71,599 | CashEOYAmt |
| Cash EOYFMV | $71,599 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $298,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $515,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $515,190 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,276,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,483,178 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,080,767 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $420,843 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $302,749 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $305,444 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,168,686 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,191,465 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,371,605 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,326,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,564,181 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,344,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,326,280 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,564,181 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,326,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,564,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,326,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,564,181 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,326,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $223,000 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,901 | OtherIncreasesAmt |
| Subtotal | $6,564,181 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,564,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| BANK OF AMERICA | 2024-12-31 | $638,593 | $591,387 | $47,206 | $47,206 | |
| BANK OF AMERICA | 2024-12-31 | $1,947,913 | $1,401,235 | $546,678 | $546,678 | |
| K-1 INVESCO | 2024-12-31 | $1,573 | $1,573 | $1,573 | ||
| K-1 NB PRIVATE MARKET | 2024-12-31 | $4,645 | $4,645 | $4,645 | ||
| CAPITAL GAINS DIVIDENDS | $25,951 | $25,951 | $25,951 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $626,053 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,819 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,819 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,540 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,540 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $98 | EsPenaltyAmt |
| Tax Due | $5,377 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN A THOMPSON | IndividualWithBooksNm |
| Phone | 2145636120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3690 CONSERVATION TRAIL | AddressLine1Txt |
| City | THE VILLAGES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN A THOMPSON | |||||||||||||
| 3690 CONSERVATION TRAIL | THE VILLAGES | FL | 32163 | PRESIDENT | 5.00 | $0 | $0 | $0 | |||||
| CHRISTINA H THOMPSON | |||||||||||||
| 3690 CONSERVATION TRAIL | THE VILLAGE | FL | 32163 | DIRECTOR | 2.00 | $0 | $0 | $0 | |||||
| SCOTT S HAMRICK | |||||||||||||
| 2559 WASHINGTON DR | GILBERTSVILLE | PA | 19525 | VICE-PRESIDENT | 2.00 | $0 | $0 | $0 | |||||
| KRISTA HAMRICK | |||||||||||||
| 2559 WASHINGTON DR | GILBERTSVILLE | PA | 19525 | DIRECTOR | 1.50 | $0 | $0 | $0 | |||||
| GRAYSON HAMRICK | |||||||||||||
| 2559 WASHINGTON DR | GILBERTSVILLE | PA | 19525 | DIRECTOR | 0.50 | $0 | $0 | $0 | |||||
| ASHER HAMRICK | |||||||||||||
| 2559 WASHINGTON DR | GILBERTSVILLE | PA | 19525 | DIRECTOR | 0.50 | $0 | $0 | $0 | |||||
| DAVID THOMPSON | |||||||||||||
| 136 LANNEAU DR | GREENVILLE | SC | 29605 | SECRETARY | 2.00 | $0 | $0 | $0 | |||||
| PAIGE P THOMPSON | |||||||||||||
| 136 LANNEAU DR | GREENVILLE | SC | 29605 | DIRECTOR | 1.50 | $0 | $0 | $0 | |||||
| ELIZABETH J THOMPSON | |||||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | WILDGANSSTRASSE 41 | ST POLTEN | ST POLTEN | AU | 3100 | ||||
| BERND GALLNER | |||||||||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | WILDGANSSTRASSE 41 | ST POLTEN | ST POLTEN | AU | 3100 | ||||
| COURTNEY CUBBIN | |||||||||||||
| 3690 CONSERVATION TRAIL | THE VILLAGES | FL | 32163 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,322,497 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $523,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,845,870 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,845,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,698,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $484,909 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $484,909 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,819 | TotalTaxAmt |
| Distributable Before Adj | $475,090 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $475,090 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $475,090 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $817,247 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $817,247 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $475,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $51,534 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $63,917 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $86,589 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $202,040 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $817,247 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $475,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $342,157 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $544,197 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $544,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,534 | ExcessFromYear4Amt |
| Excess From Year3 | $63,917 | ExcessFromYear3Amt |
| Excess From Year1 | $86,589 | ExcessFromYear1Amt |
| Excess From Current Year | $342,157 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN A THOMPSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 4 PAWS FOR ABILITY | ||||||
| 207 DAYTON AVE | XENIA | OH | 45385 | PC | GENERAL SUPPORT | $10,000 |
| ALAQUA ANIMAL REFUGE | ||||||
| 155 DUGAS WY | FREEPORT | FL | 32439 | PC | GENERAL SUPPORT | $8,000 |
| ASHEVILLE HUMANE SOCIETY INC | ||||||
| 14 FOREVER FRIEND LN | ASHEVILLE | NC | 28806 | PC | GENERAL SUPPORT | $5,000 |
| BREAKTHROUGH T1D | ||||||
| PO BOX 5021 | HAGERSTOWN | MD | 217415021 | PC | GENERAL SUPPORT | $10,000 |
| CANINE HEALING PROJECT | ||||||
| 1320 HAMPTON AVE EXT | GREENVILLE | SC | 29601 | PC | GENERAL SUPPORT | $10,000 |
| CAPITOL MINISTRIES | ||||||
| PO BOX 222222 | SANTA CLARITA | CA | 91322 | PC | GENERAL SUPPORT | $5,000 |
| CASE WESTER RESERVE BASKETBALL | ||||||
| 2138 ADELBERT RD | CLEVELAND | OH | 44106 | PC | GENERAL SUPPORT | $50,000 |
| CENTER FOR MEDIA CHANGE INC | ||||||
| 733 44TH STREET | OAKLAND | CA | 94609 | PC | GENERAL SUPPORT | $11,500 |
| CHRIST CHURCH ESPISCOPAL PRESCHOOL | ||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | PC | GENERAL SUPPORT | $15,000 |
| COMMUNITY FOUNDATION | ||||||
| 630 EAST WASHINGTON ST | GREENVILLE | SC | 29601 | PC | GENERAL SUPPORT | $10,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PC | GENERAL SUPPORT | $10,000 |
| FRIENDSHIP DIVE RESCUE | ||||||
| 423 W HIGH ST | PHOENIXVILLE | PA | 19460 | PC | GENERAL SUPPORT | $15,000 |
| KIDS BEATING CANCER INC | ||||||
| 1720 LEE ROAD | WINTER PARK | FL | 32789 | PC | GENERAL SUPPORT | $10,000 |
| LAKE PANASOFTKEE UNITED METHODIST CHURCH | ||||||
| 589 N C 470 | LAKE PANASOFTKEE | FL | 33538 | PC | GENERAL SUPPORT | $50,000 |
| LIBERTY MINISTRIES | ||||||
| 565 MAIN ST | SCHWENKSVILLE | PA | 19473 | PC | GENERAL SUPPORT | $5,000 |
| LUTHERAN WEST HIGH SCHOOL | ||||||
| 3850 LINDEN ROAD | ROCKY RIVER | OH | 44116 | PC | GENERAL SUPPORT | $15,000 |
| MUSTARD SEED MALAWI | ||||||
| 375 COLUMBIA AVE | HAWLEY | PA | 18428 | PC | GENERAL SUPPORT | $2,500 |
| NEW COVENANT UNITED METHODIST | ||||||
| 3470 WOODRIDGE DR | THE VILLAGES | FL | 32162 | PC | GENERAL SUPPORT | $390,000 |
| NEW RIDGE FELLOWSHIP | ||||||
| 2211 SWAMP PIKE | GILBERTSVILLE | PA | 19525 | PC | GENERAL SUPPORT | $14,500 |
| PEACE CENTER FOUNDATION | ||||||
| 101 WEST BROAD ST | GREENVILLE | SC | 29601 | PC | GENERAL SUPPORT | $12,500 |
| SAMARITANS PURSE | ||||||
| 41 WEST ST | BOSTON | MA | 02111 | PC | GENERAL SUPPORT | $65,000 |
| SAVING GRACE AMINALS FOR ADOPTIONS | ||||||
| 13400 OLD CREEDMOOR RD | WAKE FOREST | NC | 275878543 | PC | GENERAL SUPPORT | $5,000 |
| TELFORD DIVING RESCUE UNIT | ||||||
| 2349 SHELLY ROAD | HARLEYSVILLE | PA | 19438 | PC | GENERAL SUPPORT | $1,000 |
| URBAN PROMISE INTERNATIONAL | ||||||
| 3700 RUDDEROW ST | PENNSAUKEN | NJ | 08110 | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $740,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,776 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,184 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $129 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $626,053 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $802,142 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $802,142 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | JOHN THOMPSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3690 CONSERVATION TRAIL | AddressLine1Txt |
| City | THE VILLAGE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $259,065 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $302,749 | EOYBookValueAmt |
| EOYFMV | $305,444 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. LARGE CAP | $1,801,198 | $4,171,426 |
| U.S. MID CAP | $954,432 | $1,506,430 |
| U.S. SMALL CAP | $735,370 | $983,657 |
| INTERNATIONAL DEVELOPED | $774,655 | $1,098,400 |
| EMERGING MARKETS | $217,523 | $320,854 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | AT COST | $1,026,214 | $1,123,546 |
| COMMODITIES | AT COST | $165,251 | $193,703 |
| PRIVATE EQUITY FUND | AT COST | $0 | $54,356 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLE | Desc |
| Revenue And Expenses Per Books | $129 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $129 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $129 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO COST BASIS | Desc |
| Amt | $14,901 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $62,032 | $62,032 | $62,032 |
| ADVISORY FEE | $15,215 | $15,215 | $15,215 |
| K-1 INVESCO | $6,575 | $6,575 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $5,264 | $5,264 | $0 |
| SECTION 4940 EXCISE TAX | $6,565 | $6,565 | $0 |