Civic Intelligence

Jarvis Charitable Trust

990PF • Fiscal year 2020 • EIN 32-6204737

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
6540 Hampshire Place NorthGolden Valley, MN 55427

(763) 545-7586

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

1.04x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

56%

Higher net margin than 90% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

56th percentile

4.7%

Faster asset growth than 56% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-16%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$52,511

Up $2,372 (+4.7%) from 2019

Net Assets

Down

$42,443

Down $9,566 (-18%) from 2019

Liabilities

Up

$2,329

Up $1,115 (+92%) from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin90th percentile

Revenue

Down

$2,235

Down $429 (-16%) from 2019

Expenses

Down

$978

Down $2,920 (-75%) from 2019

Net Income

Up

$1,257

Up $2,491 (+202%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2019: $50,139Liabilities 2019: $1,214Net Assets 2019: $52,0092019Assets 2020: $52,511Liabilities 2020: $2,329Net Assets 2020: $42,4432020Assets 2021: $52,854Liabilities 2021: $3,929Net Assets 2021: $48,9252021Assets 2022: $49,736Liabilities 2022: $3,623Net Assets 2022: $46,1132022Assets 2024: $57,111Liabilities 2024: $4,047Net Assets 2024: $53,0642024

Highlighted filing

2020

Assets$52,511
Liabilities$2,329
Net Assets$42,443
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2019: $2,664Expenses 2019: $3,898Net Income 2019: -$1,2342019Revenue 2020: $2,235Expenses 2020: $978Net Income 2020: $1,2572020Revenue 2021: $2,375Expenses 2021: $1,461Net Income 2021: $9142021Revenue 2022: $484Expenses 2022: $3,947Net Income 2022: -$3,4632022Revenue 2024: $2,678Expenses 2024: $4,140Net Income 2024: -$1,4622024

Highlighted filing

2020

Revenue$2,235
Expenses$978
Net Income$1,257
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth W JarvisTrustee-$0--
John C FeltlTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jarvis Charitable Trust
EIN
32-6204737
Phone
7635457586
Address
6540 Hampshire Place North, Golden Valley, MN 55427

Signing Officer

Name
Kenneth Jarvis
Title
Trustee
Signed
2021-11-15
Discuss with paid preparer
No

Preparer

Firm
LifeStyle Tax & Accounting
Address
7213 Forestview Lane N Ste LL, Maple Grove, MN 55369
Preparer
Bruce A McKimmy
Phone
6122542748
Raw XML Appendix267 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0265
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0LifeStyle Tax Prep
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0265
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt87842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt87360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0100 shares of ATT, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1100 shares of BP PLC Sponsored
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2100 shares of CF Inds Holdgs, Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3100 shares of Chimera Invt Corp Com New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4200 shares of Freeport McMoran, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5100 shares of NVE Corp Com New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6100 shares of Prospect Cap Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7100 shares of Royal Dutch Shell ADR EA REP 2 CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8200 shares of Glaxosmithkline, PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9100 shares of Physicians Realty Trust
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt02235
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt02235
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02235
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0265
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0265
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0265
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02235
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02235
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01257
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01757
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0103
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0103
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0103
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0926
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02235
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0478
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0478
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01257
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07739
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt050182
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt048925
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt042443
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02103
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02103
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02103
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02127
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt024
IRS990PF/DistributableAmountGrp/TotalTaxAmt024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt024
IRS990PF/FMVAssetsEOYAmt044772
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt048925
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt042443
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt050074
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt050074
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt042335
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0970
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt01214
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt01359
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02437
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02437
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt050139
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt052511
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt044772
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01214
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02329
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt050139
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt044772
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt048925
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt042443
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt043192
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02337
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt040855
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0648
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02127
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042544
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt043192
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kenneth W Jarvis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John C Feltl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06540 Hampshire Place N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110900 Wayzetta Boulevard Suite 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Golden Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Minnetonka
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd155305
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0926
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0926
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0926
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Kenneth W Jarvis
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06540 Hampshire Place North
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Golden Valley
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055427
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07635457586
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0none
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Jarvis Charitable Trust administers a grant program and is not involved in direct charitable activities.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Ken Jarvis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Regions Hospital Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0640 Jackson Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Saint Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0926
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02103
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0207
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0207
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0926
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0207
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0970
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt01359
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0Ken Jarvis
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0Trustee
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07739
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Net Asset Adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt178
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt178
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Expenses
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Brokerage Account Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt150
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/Amt123
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt029
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt123
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth Jarvis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jarvis Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JARV
ReturnHeader/Filer/EIN0326204737
ReturnHeader/Filer/PhoneNum07635457586
ReturnHeader/Filer/USAddress/AddressLine1Txt06540 Hampshire Place North
ReturnHeader/Filer/USAddress/CityNm0Golden Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055427
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LifeStyle Tax & Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07213 Forestview Lane N Ste LL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Maple Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055369
ReturnHeader/PreparerPersonGrp/PhoneNum06122542748
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bruce A McKimmy
ReturnHeader/ReturnTs02021-11-15T10:36:49-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kenneth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jarvis
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,511
Liabilities
$2,329
Net assets
$42,443
Revenue
$2,235
Expenses
$978
Net income
$1,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.1$4.05$53.1$2.68$4.14$1.46
2022Detailed filing. Detailed filing data is available for this year.$49.7$3.62$46.1$0.48$3.95$3.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$3.93$48.9$2.38$1.46$0.91
2020Detailed filing. Detailed filing data is available for this year.$52.5$2.33$42.4$2.24$0.98$1.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.1$1.21$52.0$2.66$3.90$1.23