Civic Intelligence

Jpm Foundation

990PF • Fiscal year 2023 • EIN 93-4369113

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization Profile
241 Plantation Circle SouthPonte Vedra Beach, FL 32082

(904) 356-2600

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Net Margin

96th percentile

100%

Higher net margin than 96% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

$5,117,652

No earlier filing loaded for comparison.

Net Assets

$5,117,652

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin96th percentile

Revenue

$5,104,186

No earlier filing loaded for comparison.

Expenses

$680

No earlier filing loaded for comparison.

Net Income

$5,103,506

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2023: $5,117,652Liabilities 2023: $0Net Assets 2023: $5,117,6522023Assets 2024: $4,798,883Liabilities 2024: $0Net Assets 2024: $4,798,8832024

Highlighted filing

2023

Assets$5,117,652
Liabilities$0
Net Assets$5,117,652
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2023: $5,104,186Expenses 2023: $680Net Income 2023: $5,103,5062023Revenue 2024: $119,345Expenses 2024: $431,468Net Income 2024: -$312,1232024

Highlighted filing

2023

Revenue$5,104,186
Expenses$680
Net Income$5,103,506
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony M JabbourTrustee-$0--
Frances M JabbourTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Jpm Foundation
EIN
93-4369113
Phone
9043562600
Address
241 PLANTATION CIRCLE SOUTH, PONTE VEDRA BEACH, FL 32082

Signing Officer

Name
Anthony Jabbour
Title
Trustee
Phone
9043562600
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Fisher Tousey Leas & Ball
Address
501 RIVERSIDE AVE STE 700, JACKSONVILLE, FL 32202
Preparer
Clay B Tousey Iii
Phone
9043562600
Raw XML Appendix301 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.

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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Anthony M Jabbour Trustee of the An
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd132082
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0423485
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt14662875
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum22
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0432485
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1594125
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt24068750
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc012,531 shares of FIRST SUN CAPITAL (FSUN)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc112,500 shares of ISHARES GLOBAL INFASTRUCTURE ETF (IGF)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2350,000 shares of DUN & BRADSTREET (DNB)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-12-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22023-12-19
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Transaction Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherIncreasesSchedule/OtherIncreasesDetail/Amt014146
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in Market Value
ReasonableCauseExplanation/ExplanationTxt0The Taxpayer requests an Abatement of Penalties for the filing of this Form 990-PF due to reasonable cause and not willful neglect. The Foundation was funded in late December 2023. Exempt Status Approval was not granted until year 2024. The taxpayer had confusion as to whether the entity would be required to file a 2023 return (because of the late funding) and if so would the return be a calendar year or fiscal year return. The lawyer and the principals tax return preparer miscommunicated as to who would be responsible for filing the return (and any required extensions) as well as the due date for the initial return. As soon as the taxpayer realized the Foundation was a 2023 calendar year taxpayer (after the May 15th due date), the Initial Return is being filed. Thus, the late filing is due to reasonable cause and not the Taxpayers willful neglect.
TaxesSchedule/TaxesDetail/Amt0672
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0672
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY JABBOUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09043562600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JPM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JPMF
ReturnHeader/Filer/EIN0934369113
ReturnHeader/Filer/PhoneNum09043562600
ReturnHeader/Filer/USAddress/AddressLine1Txt0241 PLANTATION CIRCLE SOUTH
ReturnHeader/Filer/USAddress/CityNm0PONTE VEDRA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032082
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591851349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISHER TOUSEY LEAS & BALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 RIVERSIDE AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032202
ReturnHeader/PreparerPersonGrp/PhoneNum09043562600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAY B TOUSEY III
ReturnHeader/ReturnTs02024-11-05T10:40:00-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,117,652
Liabilities
$0
Net assets
$5,117,652
Revenue
$5,104,186
Expenses
$680
Net income
$5,103,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.12$0.43$0.31
2023Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$5.10$0.00$5.10