JSMAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JSMAN FAMILY FOUNDATION (EIN 41-1964197)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-13
IRS object ID
202412879349100201
Schema version
2023v5.1
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)
Return2024-10-13T14:43:22-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261643749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Susan K Patten CPA LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1620 Mendelssohn Ave N Ste 116AddressLine1Txt
CityGolden ValleyCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411964197EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JSMAN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2STAN WEINERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJSMABusinessNameControlTxt
Phone6123843012PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13531 OAKTON DRIVE 1006AddressLine1Txt
CityHOPKINSCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTANFORD WEINERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-10-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSusan K PattenPreparerPersonNm
PTINP00503815PTIN
Phone9529351199PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$890FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$275OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$275OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,025TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,025TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,117ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,117ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,142TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,025TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,117TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,142ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,032CashBOYAmt
Cash EOY$890CashEOYAmt
Cash EOYFMV$890CashEOYFMVAmt
Total Assets BOY$13,032TotalAssetsBOYAmt
Total Assets EOY$890TotalAssetsEOYAmt
Total Assets EOYFMV$890TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$13,032RetainedEarningBOYAmt
Retained Earning EOY$890RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,032TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$890TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,032TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$890TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,032TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,142ExcessRevenueOverExpensesAmt
Subtotal$890SubtotalAmt
Tot Net Ast Or Fund Balances EOY$890TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STANFORD WEINERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6123843012PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13531 OAKTON DRIVEAddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55305ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STANFORD WEINER
3531 OAKTON DRIVEHOPKINSMN55305President0.00$0
JOAN WEINER
3531 OAKTON DRIVEHOPKINSMN55305Vice President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,759AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,759TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$8,759AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$131CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,628NetVlNoncharitableAssetsAmt
Minimum Investment Return$431MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$431MinimumInvestmentReturnAmt
Distributable Before Adj$431DistributableBeforeAdjAmt
Distributable Before Ded$431DistributableBeforeDedAmt
Distributable As Adjusted$431DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,117ExpensesAndContributionsAmt
Qualifying Distributions$11,117QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$431DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$23,515ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,795ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,905ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,293ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,001ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$55,509TotalExcessDistributionCyovAmt
Qualifying Distributions$11,117QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$431AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,686RemainingDistriFromCorpusAmt
Total Corpus$66,195TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$23,515ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$42,680ExcessDistriCyovToNextYrAmt
Excess From Year4$3,795ExcessFromYear4Amt
Excess From Year3$16,905ExcessFromYear3Amt
Excess From Year2$3,293ExcessFromYear2Amt
Excess From Year1$8,001ExcessFromYear1Amt
Excess From Current Year$10,686ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MINNEAPOLIS JEWISH FEDERATION
5901 CEDAR LAKE ROADMINNEAPOLISMN55426NONEPUBLICHELP NEEDY$1,000
TEMPLE ISRAEL
2323 FREMONT AVE SOUTHMINNEAPOLISMN55405NONEHELP NEEDY$250
JDRF
3001 METRO DRIVEBLOOMINGTONMN55425NONEPCHELP NEEDY$500
JEWISH FAMILY SERVICES
5841 CORPORATE WAYWEST PALM BEACHFL33407NONEPCHELP NEEDY$2,000
SHALOM FOUNDATION
3620 PHILLIPS PARKWAYST LOUIS PARKMN55426NONEPCsupport$1,500
HERZL CAMP
4330 CEDAR LAKE ROADST LOUIS PARKMN55426NONEhelp needy$860
ST JUDE
501 St Jude PlaceMEMPHISTN38105NONEhelp needy$200
SECOND HARVEST
7101 Winnetka Avenue NBrooklyn ParkMN55428NONEPChelp needy$807
ADATH
10500 HILLSIDE LANE WESTMINNETONKAMN55305NONEPCSUPPORT$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,117TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$750Amt
Net Investment Income$750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$275RevenueAndExpensesPerBooksAmt
Net Investment Income$275NetInvestmentIncomeAmt

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