GEORGE JENKINS FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE JENKINS FOUNDATION INC (EIN 59-3753198)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-06
- IRS object ID
- 201513109349100306
- Schema version
- 2014v5.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-06T07:46:46-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-06 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,751,645 | 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 | $3,894 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,894 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $296,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $296,469 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $539,332 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,122,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $539,332 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,233 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,233 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,584,710 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $838,462 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,536 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,268 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,268 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,523 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,522 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $83,011 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,011 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $53,770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,420 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,851 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,851 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $151,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,641 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,012,804 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,012,804 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,164,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,023,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $420,693 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $743,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,535,487 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,790,170 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,790,170 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,067,849 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $7,752,087 | CorporateBondsBOYAmt |
| Other Investments EOY | $19,289,965 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,961,475 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $304,019 | OtherAssetsBOYAmt |
| Total Assets BOY | $20,659,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,080,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,751,645 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $20,659,442 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,080,135 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,659,442 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,080,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,659,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,080,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,659,442 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $420,693 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,080,135 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,080,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt |
|---|---|
| Capital Gain Dividends | |
| $156,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $539,332 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,009,828 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,456,954 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04936 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $991,264 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,689,456 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05304 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $769,055 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,179,028 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04753 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $365,346 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,217,320 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02764 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $710,199 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,962,760 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07129 | DistributionYr5Rt |
| Total Distribution | 0.24886 | TotalDistributionRt |
| Average Distribution | 0.04977 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,192,145 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,005,024 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,432 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,012,456 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,023,445 | 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 | $7,432 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,432 | SubtotalAmt |
| Tax Based On Investment Income | $7,432 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,968 | OverpaymentAmt |
| Applied To ES Tax | $2,968 | 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 EDGEWATER 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 (6 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 | ASST. VICE PRES | 0.25 | $0 |
| LESLIE FANCELLI SONATORI | ||||||
| 2000 E EDGEWOOD DR SUITE 102 | LAKELAND | FL | 33803 | Director | 0.25 | $0 |
| FRAN MUNSON | ||||||
| 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 | $18,884,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,614,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,499,640 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $20,499,640 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $307,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,192,145 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,009,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,009,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,432 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,432 | TotalTaxAmt |
| Distributable Before Adj | $1,002,175 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,002,175 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,002,175 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,023,445 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,023,445 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,432 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,016,013 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,002,175 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $210,334 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $62,845 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,384 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $301,563 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,023,445 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,002,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,270 | RemainingDistriFromCorpusAmt |
| Total Corpus | $322,833 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $210,334 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $112,499 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $62,845 | ExcessFromYear2Amt |
| Excess From Year1 | $28,384 | ExcessFromYear1Amt |
| Excess From Current Year | $21,270 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LIGHTHOUSE MINISTRIES INC | |||||||
| 215 E MAGNOLIA | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PUBLIC | MAINTENANCE FOR WOMEN'S AND CHILDREN'S BUILDINGS AND TREE REMOVAL FROM CHILDREN'S PLAYGROUND. | $23,550 |
| ALLIANCE FOR INDEPENDENCE | |||||||
| 1038 SUNSHINE DRIVE EAST | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | PUBLIC | FUNDING FOR A VAN. | $30,000 |
| LAKE WALES CARE CENTER | |||||||
| 140 E PARK AVENUE | LAKE WALES | FL | 33853 | INDEPENDENT CHARITY | PUBLIC | MEALS ON WHEELS. | $32,254 |
| FLORIDA BAPTIST CHILDREN'S HOME | |||||||
| 1015 SIKES BLVD | LAKELAND | FL | 33815 | INDEPENDENT CHARITY | PUBLIC | The firstinstallment 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 | PUBLIC | 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 |
| ACHIEVEMENT ACADEMY | |||||||
| 716 BELLA VISTA STREET | LAKELAND | FL | 33805 | INDEPENDENT CHARITABLE OR | PC | ASSIST CHILDREN WITH SPECIAL NEEDS TO REACH THEIR MAXIMUM POTENTIAL BY PROVIDING QUALITY EDUCATION, THERAPY AND FAMILY SUPPORT. | $25,000 |
| CATHOLIC CHARITIES | |||||||
| 1801 E MEMORIAL BLVD | LAKELAND | FL | 33801 | INDEPENDENT CHARITY | SMILEPACK PROGRAM. | $50,000 | |
| HEALTHY START COALITION | |||||||
| 7147 CONGRESS ST | NEW PORT RICHEY | FL | 34653 | INDEPENDENT CHARITY | BEDS 4 BABIES PROGRAM. | $20,000 | |
| NATL ASSN TO PROTECT CHILDREN EDUCA | |||||||
| PO BOX 2187 | KNOXVILLE | TN | 37901 | PC | H.E.R.O PROGRAM WITH VETERANS. | $50,000 | |
| SPECIAL OPERATIONS WARRIOR FOUNDATI | |||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | COLLEGE SCHOLARSHIPS FOR CHILDREN OF SPECIAL FORCES. GRANTS TO SEVERELY WOUNDED SERVICE MEMBERS. | $30,000 | ||
| READ LAKELAND | |||||||
| 1628 SOUTH FLORIDA AVENUE | LAKELAND | FL | 33803 | INDEPENDENT CHARITY | PC | ADULT LITERACY. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,012,804 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,894 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $296,469 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $1,233 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $517,583 | ExclusionAmt |
| Related Or Exempt Function Incm | $21,749 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $816,713 | ExclusionAmt |
| Related Or Exempt Function Incm | $21,749 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $838,462 | 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 | $5,045 | Amt |
| Net Investment Income | $2,523 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,522 | 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 | $2,120,886 | $2,113,919 |
| ALTAIR ADVISED FUNDS - SPECIAL BOARD | AT COST | $17,169,079 | $16,847,556 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,536 | LegalFeesAmt |
| Net Investment Income | $1,268 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,268 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $6,790 | $6,790 |
| 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 | -$1,233 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,233 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES - PROSHARES ULTRA SHORT | $3,575 | $3,575 | $0 | $0 |
| INVESTMENT FEES (BNY MELLON #2600) | $111 | $111 | $0 | $0 |
| INVESTMENT FEES (BNY MELLON #2700) | $636 | $636 | $0 | $0 |
| INVESTMENT FEES (BNY MELLON #2710) | $4,789 | $4,789 | $0 | $0 |
| INVESTMENT FEES (BNY MELLON #2720) | $8,305 | $8,305 | $0 | $0 |
| INVESTMENT FEES (BNY MELLON #2730) | $1,586 | $1,586 | $0 | $0 |
| INVESTMENT FEES (BNY MELLON #2740) | $4,009 | $4,009 | $0 | $0 |
| MANAGEMENT FEES | $60,000 | $60,000 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $45,350 | |
| FOREIGN TAXES (BNY MELLON #2700) | $1,188 | $1,188 |
| FOREIGN TAXES (BNY MELLON #2710) | $665 | $665 |
| FOREIGN TAXES (BNY MELLON #2720) | $1,084 | $1,084 |
| FOREIGN TAXES (VANGUARD #2722) | $3,454 | $3,454 |
| FOREIGN TAXES (VANGUARD #7960) | $1,604 | $1,604 |
| FOREIGN TAXES (VANGUARD #7960) | $200 | $200 |
| FOREIGN TAXES (VANGUARD #9007) | $225 | $225 |