Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 2,024,579 | 951,554 | 3,778,333 | 2,294,544 | 3,563,455 | 12,612,465 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 2,024,579 | 951,554 | 3,778,333 | 2,294,544 | 3,563,455 | 12,612,465 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 5,241,117 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 7,371,348 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,024,579 | 951,554 | 3,778,333 | 2,294,544 | 3,563,455 | 12,612,465 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 95,410 | 70,943 | 49,750 | 56,245 | 84,681 | 357,029 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 516 | 35 | 2,532 | 132 | 577,187 | 580,402 |
| 11 | Total support. Add lines 7 through 10 | 13,549,896 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PART VI, SECTION A, LINE 2 | NAME OF OFFICER, DIRECTOR, ETC: DEREK S. JETER NAME OF RELATED PARTIES: SANDERSON C. JETER, DOROTHY JETER, SHARLEE JETER, AND HANNAH JETER TITLE OR ROLE OF RELATED PARTY: VICE CHAIRMAN, TREASURER, PRESIDENT/SECRETARY, AND DIRECTOR RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: SANDERSON C. JETER NAME OF RELATED PARTY: DEREK S. JETER, DOROTHY JETER, SHARLEE JETER, AND HANNAH JETER TITLE OR ROLE OF RELATED PARTY: CHAIRMAN, TREASURER, PRESIDENT/SECRETARY, AND DIRECTOR RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: DOROTHY JETER NAME OF RELATED PARTY: DEREK S. JETER, SANDERSON C. JETER, SHARLEE JETER, AND HANNAH JETER TITLE OR ROLE OF RELATED PARTY: CHAIRMAN, VICE CHAIRMAN, PRESIDENT/SECRETARY,AND DIRECTOR RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: SHARLEE JETER NAME OF RELATED PARTY: DEREK S. JETER, SANDERSON C. JETER, DOROTHY JETER, AND HANNAH JETER TITLE OR ROLE OF RELATED PARTY: CHAIRMAN, VICE CHAIRMAN,TREASURER, AND DIRECTOR RELATIONSHIP: FAMILY RELATIONSHIP NAME OF OFFICER, DIRECTOR, ETC: DEREK S. JETER, SANDERSON C. JETER, DOROTHY JETER, AND SHARLEE JETER TITLE OR ROLE OF RELATED PARTY: CHAIRMAN, VICE CHAIRMAN, PRESIDENT/SECRETARY,AND TREASURER RELATIONSHIP: FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 5 | DURING THE 2023 TAX YEAR, THE FOUNDATION BECAME AWARE OF A THEFT OF FOUNDATION PROPERTY BY A FOUNDATION OFFICER/EMPLOYEE. THIS INDIVIDUAL IS NOT A "DISQUALIFIED PERSON" WITHIN THE MEANING OF THE IRC. THE STOLEN PROPERTY CONSISTED OF SPORTS MEMORABILIA WORTH APPROXIMATELY $385,000 IF PROPERLY SOLD ON THE MARKET; HOWEVER, THE FOUNDATION ACQUIRED THE MEMORABILIA FOR FAR LESS, AS THE BULK OF ITS VALUE WAS CREATED BY THE CHAIRMAN OF THE FOUNDATION ADDING HIS SIGNATURE TO THE MEMORABILIA ITEMS. THE FOUNDATION OFFICER/EMPLOYEE WAS TERMINIATED PROMPTLY UPON DISCOVERY OF THE THEFT, ON DECEMBER 21, 2023. ALSO PROMPTLY UPON LEARNING OF THE THEFT THE FOUNDATION ENGAGED OUTSIDE COUNSEL TO CONDUCT AN INVESTIGATION INTO THE CIRCUMSTANCES OF THE THEFT, LEADING TO A REPORT FROM OUTSIDE COUNSEL TO THE BOARD OF THE FOUNDATION AND PRESENTATION BY OUTSIDE COUNSEL TO THE NEW YORK STATE ATTORNEY GENERAL ABOUT THE THEFT. THE FOUNDATION HAS IMPLEMENTED A NUMBER OF CORRECTIVE ACTIONS IN RESPONSE TO THE THEFT, INCLUDING CHANGING GOVERNANCE POLICIES AND INTERNAL PROCEDURES. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A CHARITABLE CORPORATION ORGANIZED UNDER THE NON-PROFIT CORPORATION LAWS OF FLORIDA. THE MEMBERS OF THE CORPORATION CONSIST OF THE INITIAL MEMBERS DESIGNATED IN THE ARTICLES OF INCORPORATION, IN ADDITION TO SHARLEE JETER. THE NUMBER OF DIRECTORS SHALL BE NOT LESS THAN THREE (3) NOR MORE THAN FIVE (5). THE CHAIRMAN MAY DESIGNATE ADDITIONAL MEMBERS, WITH APPROVAL BY THE BOARD OF DIRECTORS, BY AN INSTRUMENT IN WRITING DELIVERED TO THE SECRETARY OF THE CORPORATION. THE RESOURCE COUNCIL SHALL BE APPOINTED BY THE MEMBERS OF THE CORPORATION. ANY OFFICER MAY BE REMOVED FROM OFFICE WITH OR WITHOUT CAUSE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION IS A CHARITABLE CORPORATION ORGANIZED UNDER THE NON-PROFIT CORPORATION LAWS OF FLORIDA. THE MEMBERS OF THE CORPORATION CONSIST OF THE INITIAL MEMBERS DESIGNATED IN THE ARTICLES OF INCORPORATION, IN ADDITION TO SHARLEE JETER. THE NUMBER OF DIRECTORS SHALL BE NOT LESS THAN THREE (3) NOR MORE THAN FIVE (5). THE CHAIRMAN MAY DESIGNATE ADDITIONAL MEMBERS, WITH APPROVAL BY THE BOARD OF DIRECTORS, BY AN INSTRUMENT IN WRITING DELIVERED TO THE SECRETARY OF THE CORPORATION. THE RESOURCE COUNCIL SHALL BE APPOINTED BY THE MEMBERS OF THE CORPORATION. ANY OFFICER MAY BE REMOVED FROM OFFICE WITH OR WITHOUT CAUSE. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION IS A CHARITABLE CORPORATION ORGANIZED UNDER THE NON-PROFIT CORPORATION LAWS OF FLORIDA. THE MEMBERS OF THE CORPORATION CONSIST OF THE INITIAL MEMBERS DESIGNATED IN THE ARTICLES OF INCORPORATION, IN ADDITION TO SHARLEE JETER. THE NUMBER OF DIRECTORS SHALL BE NOT LESS THAN THREE (3) NOR MORE THAN FIVE (5). THE CHAIRMAN MAY DESIGNATE ADDITIONAL MEMBERS, WITH APPROVAL BY THE BOARD OF DIRECTORS, BY AN INSTRUMENT IN WRITING DELIVERED TO THE SECRETARY OF THE CORPORATION. THE RESOURCE COUNCIL SHALL BE APPOINTED BY THE MEMBERS OF THE CORPORATION. ANY OFFICER MAY BE REMOVED FROM OFFICE WITH OR WITHOUT CAUSE. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED FOR REVIEW TO EACH MEMBER OF THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION REVIEWS ITS CONFLICT OF INTEREST POLICY ANNUALLY, AND EACH BOARD MEMBER IS REQUIRED TO SIGN OFF ON THE POLICY. DURING EACH YEAR, EMPLOYEES MUST STAY ACCOUNTABLE FOR ANY TRANSACTIONS OR RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT. IF EITHER ITEM ARISES, THE EMPLOYEE INVOLVED MUST IMMEDIATELY REPORT IT TO A SUPERVISOR OR HUMAN RESOURCES, OR THEY MAY BE SUBJECT TO DISMISSAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION PROVIDES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST TO THE FOUNDATION, AND THROUGH GUIDESTAR.ORG. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 746. MANAGEMENT AND GENERAL EXPENSES 487,924. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 488,670. |
| PART III, LINE 4D: OTHER PROGRAM SERVICES | OTHER PROGRAM SERVICES INCLUDE: NEW YORK AFTER SCHOOL PROGRAM, DEREK JETER CENTER AT PHOENIX HOUSE, TURN 2 US PROGRAM, BOYS & GIRLS CLUB OF GREATER KALAMAZOO, DEREK JETER/HILLSBOROUGH EDUCATION FOUNDATION SCHOLARSHIP, DEREK JETER/KALAMAZOO COMMUNITY FOUNDATION SCHOLARSHIP, UNCF - SHARLEE JETER SCHOLARSHIP, AND JETER'S LEADERS ALUMNI GRANT. |
| Software ID: | |
| Software Version: |