THE JENESIS GROUP: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE JENESIS GROUP (EIN 75-6349718)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202421349349103912
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T15:17:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8343 DOUGLAS AVENUE STE 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756349718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JENESIS GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JENE | BusinessNameControlTxt |
| Phone | 9729994554 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E JOHN CARPENTER FRWY | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES JENSEN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9729994554 | PhoneNum |
| Signature | 2024-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | JENSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY LANDRY | PreparerPersonNm |
| PTIN | P01614538 | PTIN |
| Phone | 2143939300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,199,701 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $429,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $429,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$29,993 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $399,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $429,598 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $368,458 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $368,458 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,500 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $48,500 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,818 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,818 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $630,171 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $544,413 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $85,758 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,124 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $89,561 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $89,561 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,675 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,675 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,840 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46,840 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,218,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $544,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $668,610 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,453,156 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $528,156 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,671,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $544,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,196,766 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,271,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,068,056 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,529,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,529,508 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,928 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $2,269,022 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,588,773 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,588,773 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $630,103 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $548,683 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $86,544 | LandBOYAmt |
| Land EOY | $81,420 | LandEOYAmt |
| Land EOYFMV | $81,420 | LandEOYFMVAmt |
| Total Assets BOY | $11,431,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,199,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,199,701 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,678,100 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,000,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,678,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,753,450 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,199,701 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,753,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,199,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,431,550 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,199,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,753,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,271,698 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,717,949 | OtherIncreasesAmt |
| Subtotal | $8,199,701 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,199,701 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NEW VERNON INDIA (CAYMAN) FUND II LP | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Cost Or Other Basis | $29,993 | CostOrOtherBasisAmt |
| Gain Or Loss | -$29,993 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$29,993 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,993 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,463 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,463 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,463 | OverpaymentAmt |
| Applied To ES Tax | $27,463 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | COORDINARE LLC | IndividualWithBooksNm |
| Phone | 8173453605 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1409 PRECINCT LINE ROAD | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES J JENSEN | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | MANAGING TRUSTEE | 30.00 | $0 | $0 | $0 |
| JANET JENSEN | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMI JENSEN | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JULIE JENSEN | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEFFREY JENSEN | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM TANNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E JOHN CARPENTER FRWY | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $368,458 | CompensationAmt |
| Employee Benefits | $43,500 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| THOMAS FRYE | ||||||
| 6 STRONG PLACE | BROOKLYN | NY | 11231 | CONSULTING SERVICES | $135,000 | |
| TCU CARPENTER COURT LP | ||||||
| 17000 DALLAS PARKWAY SUITE 202 | DALLAS | TX | 75248 | COURT FEES | $88,880 | |
| ZACHARY GRAFE | ||||||
| 923 SANTA FE AVENUE SW UNITED | ALBURQUERQUE | NM | 87102 | CONSULTING SERVICES | $70,050 | STATES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,530,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,800,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $183,610 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,515,275 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,515,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,342,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $567,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $567,127 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $567,127 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $567,127 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $567,127 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,196,766 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,196,766 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $567,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,236,812 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,644,696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,240,528 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,620,954 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,875,173 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,618,163 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,196,766 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $567,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $629,639 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,247,802 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,236,812 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,010,990 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,644,696 | ExcessFromYear4Amt |
| Excess From Year3 | $3,240,528 | ExcessFromYear3Amt |
| Excess From Year2 | $2,620,954 | ExcessFromYear2Amt |
| Excess From Year1 | $1,875,173 | ExcessFromYear1Amt |
| Excess From Current Year | $629,639 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES J JENSEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TO ADMINISTRATOR KIM TANNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E JOHN CARPENTER FREEWAY | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9729994500 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN: NAME, EXEMPT STATUS, AMOUNT REQUESTED, AND PURPOSE OF GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY FOR EDUCATIONAL AND SOCIAL SERVICE PURPOSES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $100,000 |
| CHRISTIAN COMMUNITY STOREHOUSE OF KELLER | |||||||
| PO BOX 13 | KELLER | TX | 76244 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $5,000 |
| CHRISTS HAVEN | |||||||
| 4200 KELLER HASLET RD | KELLER | TX | 76244 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $840 |
| COLORADO SPRINGS CHRISTIAN SCHOOL | |||||||
| 4855 MALLOW RD | COLORADO SPRINGS | CO | 80907 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $10,000 |
| HEARTBOUND MINISTRIES | |||||||
| PO BOX 191703 | ATLANTA | GA | 31119 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $60,000 |
| IRVING HEALTHCARE FOUNDATION | |||||||
| 1901 N MACARTHUR BLVD | IRVING | TX | 75061 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $50,000 |
| LATIN AMERICAN YOUTH CENTER INC | |||||||
| 1419 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $50,000 |
| ONE BY ONE LEADERSHIP | |||||||
| PO BOX 5393 | IMMOKALEE | FL | 34143 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $50,000 |
| OUTTEACH | |||||||
| ONE THOMAS CIRCLE SUITE 700 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $2,316 |
| SMILES FOREVER ANIMAL RESCUE | |||||||
| 2289 JAMES MADISON HIGHWAY | GORDONSVILLE | VA | 22942 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $100,000 |
| SOLID ROCK FOUNDATION | |||||||
| 4250 E CAMELBACK RD | PHOENIX | AZ | 85018 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $50,000 |
| YOUNG MEN CHRISTIAN ASSOCIATION OF WESTERN NORTH CAROLINA | |||||||
| 40 N MERRIMON AVENUE SUITE 309 | ASHEVILLE | NC | 28804 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $528,156 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MODERN CLASSROOMS PROJECT INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 14TH STREET SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING EXPENSE | GrantOrContributionPurposeTxt |
| Amt | $925,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $925,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $429,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$29,993 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $399,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $399,605 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,818 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,818 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEW VERNON INDIA (CAYMAN) FUND II LP | FMV | $183,610 | $183,610 |
| INVESTMENTS IN EQUITIES | FMV | $1,494,272 | $1,494,272 |
| INVESTMENTS IN ALTERNATIVES | FMV | $910,891 | $910,891 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $23 | $0 | $23 |
| DUES AND MEMBERSHIPS | $7,601 | $0 | $7,601 |
| OFFICE EQUIPMENT AND MAINTENANCE | $26,215 | $0 | $26,215 |
| OFFICE SUPPLIES | $1,554 | $0 | $1,554 |
| POSTAGE AND SHIPPING | $11 | $0 | $11 |
| TELEPHONE AND INTERNET | $936 | $0 | $936 |
| GRANTEE SUPPORT | $10,500 | $0 | $10,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $1,717,949 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $626,971 | $544,413 | $82,558 |
| CONTRACT LABOR | $3,200 | $0 | $3,200 |
Comments