GEORGE JENKINS FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE JENKINS FOUNDATION INC (EIN 59-3753198)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201631329349100748
- Schema version
- 2015v2.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T08:09:13-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593753198 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FANCELLI FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | CO LJ MANAGEMENT SERVICES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FANC | 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 | Vice President | PersonTitleTxt |
| Signature | 2016-05-10 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,621,932 | 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 | $2,444 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,444 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $384,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $384,471 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$80,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,240,946 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$3,724 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,724 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,048,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $383,191 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $143 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $72 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $71 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,570 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,570 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $163,413 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $163,413 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $29,964 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,705 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,743 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,743 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $205,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,384 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,203,967 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,203,967 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,409,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,213,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$360,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,431 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,790,170 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,247,298 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,247,299 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $19,289,965 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,558,171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,374,633 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,080,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,805,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,621,932 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $21,080,135 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,805,469 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,080,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,805,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,080,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,805,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,080,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$360,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $85,784 | OtherIncreasesAmt |
| Subtotal | $20,805,469 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,805,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$80,519 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$115,010 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,016,013 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,192,145 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05032 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,009,828 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,456,954 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04936 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $991,264 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,689,456 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05304 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $769,055 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,179,028 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04753 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $365,346 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,217,320 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02764 | DistributionYr5Rt |
| Total Distribution | 0.227895 | TotalDistributionRt |
| Average Distribution | 0.045579 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,540,874 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $890,653 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,024 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $892,677 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,213,351 | 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 | $2,024 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,024 | SubtotalAmt |
| Tax Based On Investment Income | $2,024 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,168 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,168 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $16,144 | OverpaymentAmt |
| Applied To ES Tax | $2,100 | AppliedToESTaxAmt |
| Refund | $14,044 | RefundAmt |
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 (5 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 | 2.00 | $0 |
| BRENDA CRAFT | ||||||
| 2774 PRESTWICK DRIVE | LAKELAND | FL | 33803 | Vice President | 4.00 | $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 | 0.25 | $0 |
| MARIANNE PARSONS | ||||||
| 2000 E EDGEWOOD DR SUITE 102 | LAKELAND | FL | 33803 | SEC., TREASURER | 1.00 | $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 | $18,861,576 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $976,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,838,451 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $19,838,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $297,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,540,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $977,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $977,044 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,024 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,024 | TotalTaxAmt |
| Distributable Before Adj | $975,020 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $975,020 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $975,020 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,213,351 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,213,351 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,024 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,211,327 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $975,020 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $62,845 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,384 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,270 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $112,499 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,213,351 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $975,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $238,331 | RemainingDistriFromCorpusAmt |
| Total Corpus | $350,830 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $350,830 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $62,845 | ExcessFromYear3Amt |
| Excess From Year2 | $28,384 | ExcessFromYear2Amt |
| Excess From Year1 | $21,270 | ExcessFromYear1Amt |
| Excess From Current Year | $238,331 | 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 (12 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 | The third installment of a three year matching grant program to help establish the safe house program for child trafficking victims. | $150,000 |
| POLK STATE COLLEGE FOUNDATION | |||||||
| 999 AVENUE H NE | WINTER HAVEN | FL | 33881 | INDEPENDENT CHARITY | PC | To extend the Fancelli Family Future Leaders Scholarship Award to a 4 year scholarshipprogram, beginning with students currently enrolled at Polk State College. | $600,000 |
| CATHOLIC CHARITIES | |||||||
| 1801 E MEMORIAL BLVD | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | CASH FOR THE PURCHASE OF A DRIVE-IN FREEZER FOR FOOD BANK | $107,142 |
| SPECIAL OPERATIONS WARRIOR FOUNDATI | |||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | INDEPENDENT CHARITY | PC | COLLEGE SCHOLARSHIPS FOR CHILDREN OF SPECIAL FORCES. GRANTS TO SEVERELY WOUNDED SERVICE MEMBERS. | $39,000 |
| CITIZEN CPA INC | |||||||
| PO BOX 24928 | LAKELAND | FL | 33802 | INDEPENDENT CHARITY | PC | SUPPORT OF DROWNING PREVENTION PROGRAM | $10,405 |
| JAYLENS CHALLENGE FOUNDATION INC | |||||||
| PO BOX 93653 | LAKELAND | FL | 33804 | INDEPENDENT CHARITY | PC | ANTI-BULLYING PROGRAM IN SCHOOLS | $25,000 |
| NORTH AMERICAN YOUTH FOUNDATION SER | |||||||
| 3460 US HWY 92 EAST | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FOR THE DEVELOPMENT OF THE HOPE SPRINGS NURSERY & FARM PROGRAM TO REHABILITATE YOUNG MEN | $25,000 |
| PARKER STREET MINISTRIES INC | |||||||
| 719 N MASSACHUESETTS AVE | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | FOR OPERATING EXPENSES AND THE ACADEMIC ENRICHMENT PROGRAM | $150,000 |
| PEDIATRIC CANCER FOUNDATION | |||||||
| 5550 W EXECUTIVE DRIVE SUITE 300 | LAKELAND | FL | 33609 | INDEPENDENT CHARITY | PC | RESEARCH RELATED TO PEDIATRIC CANCERS | $10,000 |
| TALBOT HOUSE MINISTRIES OF LAKELAND | |||||||
| 814 NORTH KENTUCKY AVENUE | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PC | RESIDENTIAL HOUSING, FEEDING AND TRAINING PROGRAMS FOR THE HOMELESS | $15,920 |
| TIAN VICA RIDING ACADEMY INC | |||||||
| PO BOX 7301 | LAKELAND | FL | 33807 | INDEPENDENT CHARITY | PC | YEARLY CARE OF HORSES USED IN THERAPY FOR DISABLED PERSONS | $56,500 |
| YMCA OF WEST CENTRAL FLORIDA | |||||||
| 3620 CLEVELAND HEIGHTS BLVD | LAKELAND | FL | 33803 | INDEPENDENT CHARITY | PC | SUPPORT OF DROWNING PREVENTION PROGRAM | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,203,967 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,444 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $384,471 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $3,724 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$80,519 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $302,672 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $302,672 | 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 | $5,140 | Amt |
| Net Investment Income | $2,570 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,570 | 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 | $2,136,360 | $2,120,886 |
| ALTAIR ADVISED FUNDS - SPECIAL BOARD | AT COST | $17,421,811 | $16,253,747 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $143 | LegalFeesAmt |
| Net Investment Income | $72 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $71 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $6,682 | $6,682 |
| 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 | -$3,724 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO CORRECT BALANCE SHEET TO COST BASIS | Desc |
| Amt | $85,784 | Amt |
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 #2600) | $853 | $853 | $0 | $0 |
| INVESTMENT FEES (BNY MELLON #2700) | $102,560 | $102,560 | $0 | $0 |
| MANAGEMENT FEES | $60,000 | $60,000 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $15,259 | |
| FOREIGN TAXES (BNY MELLON #2700) | $14,705 | $14,705 |