BETA

MSJB FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MSJB FAMILY FOUNDATION (EIN 46-4743937)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-10
IRS object ID
202531009349101448
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-10T20:32:58-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN481292483PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HENJES CONNER & WILLIAMS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1937AddressLine1Txt
CityDAKOTA DUNESCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57049ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464743937EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MSJB FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMSJBBusinessNameControlTxt
Phone6052329747PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 860 101AddressLine1Txt
CityDAKOTA DUNESCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARA P HENKEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9138884856PhoneNum
Signature2025-04-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN C LINDENPreparerPersonNm
PTINP00376052PTIN
Phone6052423900PhoneNum
Preparation2025-04-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,397,843FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$55,701DividendsRevAndExpnssAmt
Dividends Net Invst Incm$55,701DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,381NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$446,964GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,381CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$82,082TotalRevAndExpnssAmt
Total Net Invst Incm$82,082TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$577TaxesRevAndExpnssAmt
Taxes Net Invst Incm$577TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,885OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,885OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,462TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,462TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$171,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$171,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$183,462TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,462TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$171,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$101,380ExcessRevenueOverExpensesAmt
Net Investment Income$69,620NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,760,231SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,658,851SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,397,843SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,760,231TotalAssetsBOYAmt
Total Assets EOY$1,658,851TotalAssetsEOYAmt
Total Assets EOYFMV$2,397,843TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,760,231RetainedEarningBOYAmt
Retained Earning EOY$1,658,851RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,760,231TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,658,851TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,760,231TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,658,851TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,760,231TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$101,380ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,658,851SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,658,851TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
WELLS FARGO - 4800 ST A2024-01-312024-12-31$300,000$300,000$0$0
WELLS FARGO - 4800 LT A2024-06-202024-12-31$135,124$120,583$14,541$14,541
CAPITAL GAINS DIVIDENDS$11,840$11,840$11,840P
FieldValueIRS element (for citing)
Capital Gain Net Income$26,381CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$968InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$968SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$968TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$574EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$574TotalPaymentsAndCreditsAmt
Es Penalty$14EsPenaltyAmt
Tax Due$408TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateSDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSARA P HENKEIndividualWithBooksNm
Phone6052329747PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1301 STEAMBOAT DRIVEAddressLine1Txt
CityDAKOTA DUNESCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57049ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARA PERSINGER HENKE
6940 DEER RIDGE DRSHAWNEEKS66226PRESIDENT2.00$0$0$0
MICHAEL J HENKE
6940 DEER RIDGE DRSHAWNEEKS66226VICE-PRESIDENT1.00$0$0$0
JUSTIN W HENKE
1600 W 82ND PLACELENEXAKS66219TREASURER1.00$0$0$0
BENJAMIN MHENKE
6126 ARROWPOINT WAYMCFARLANDWI53558SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,312,955AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,312,955TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,312,955AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,694CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,278,261NetVlNoncharitableAssetsAmt
Minimum Investment Return$113,913MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$113,913MinimumInvestmentReturnAmt
Tax Based On Investment Income$968TaxBasedOnInvestmentIncomeAmt
Total Tax$968TotalTaxAmt
Distributable Before Adj$112,945DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$112,945DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$112,945DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$171,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$171,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$112,945DistributableAsAdjustedAmt
Undistributed Income PY$74,423UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$171,000QualifyingDistributionsAmt
Applied To Year1$74,423AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$96,577AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$16,368UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCGENERAL OPERATIONS$15,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPCGENERAL OPERATIONS$30,000
ST JUDE'S CHILDREN RESEARCH HOSPITAL
PO BOX 1893MEMPHISTN381019950NONEPCGENERAL OPERATIONS$26,000
HARVESTERS
3801 TOPPING AVEKANSAS CITYMO64129NONEPCGENERAL OPERATIONS$10,000
VALOR RANCH
PO BOX 114SMITHVILLEMO64089NONEPCGENERAL OPERATIONS$20,000
OPAL'S EMBRACE
4901 W 103RD STOVERLAND PARKKS66207NONEPCGENERAL OPERATIONS$3,000
BIBLE STUDY FELLOWSHIP
19001 HUEBNER RDSAN ANTONIOTX78258NONEPCGENERAL OPERATIONS$6,000
INTERNATIONAL FELLOWSHIP OF CHRISTIAN AND JEWS
303 EAST WACKER DRIVE SUITE 2300CHICAGOIL606015224NONEPCGENERAL OPERATIONS$15,000
PREBORN
PO BOX 78221INDIANAPOLISIN46278NONEPCGENERAL OPERATIONS$15,000
CHURCH OF THE HARVEST
14841 S BLACK BOB RDOLATHEKS66062NONEPCGENERAL OPERATIONS$5,000
MOTHER'S REFUGE
3721 DELRIDGEINDEPENDENCEMO64052NONEPCGENERAL OPERATIONS$5,000
COLONIAL PRESBYTERIAN CURCH
9500 WORNALL RDKANSAS CITYMO64114NONEPCGENERAL OPERATIONS$10,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSATEN ISLANDNY10306NONEPCGENERAL OPERATIONS$11,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$171,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$55,701ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$26,381ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$82,082ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$82,082TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts

FieldValueIRS element (for citing)
Medium ExplanationNONEMediumExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$11,885RevenueAndExpensesPerBooksAmt
Net Investment Income$11,885NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX EXPENSECategoryTxt
Amt$577Amt
Net Investment Income$577NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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