JAHNSEN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JAHNSEN FAMILY FOUNDATION (EIN 27-0818545)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202423189349100947
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)
Return2024-11-13T11:20:26-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871788334PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wenzel & AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15535 Fredericksburg Rd Ste 200AddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78229ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270818545EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jahnsen Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAHNBusinessNameControlTxt
Phone8309802332PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11360 Bulverde RoadAddressLine1Txt
CityBulverdeCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78163ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonZada JahnsenPersonNm
Person TitleChairmanPersonTitleTxt
Signature2024-11-13SignatureDt
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 PersonGary W WenzelPreparerPersonNm
PTINP00272074PTIN
Phone2107982500PhoneNum
Self EmployedYes (X)SelfEmployedInd
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$611,029FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$3,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,000OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$3,000OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$3,006TotalRevAndExpnssAmt
Total Net Invst Incm$3,006TotalNetInvstIncmAmt
Total Adj Net Incm$3,006TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$750OtherProfFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$800TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$356ExcessRevenueOverExpensesAmt
Net Investment Income$3,006NetInvestmentIncomeAmt
Adjusted Net Income$3,006AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,003SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,359SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,359SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$61,000LandBldgEquipCostOrOtherBssAmt
Land BOY$61,000LandBOYAmt
Land EOY$61,000LandEOYAmt
Land EOYFMV$604,670LandEOYFMVAmt
Total Assets BOY$67,003TotalAssetsBOYAmt
Total Assets EOY$67,359TotalAssetsEOYAmt
Total Assets EOYFMV$611,029TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$61,000CapitalStockBOYAmt
Capital Stock EOY$61,000CapitalStockEOYAmt
Retained Earning BOY$6,003RetainedEarningBOYAmt
Retained Earning EOY$6,359RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$67,003TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$67,359TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$67,003TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$67,359TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$67,003TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$356ExcessRevenueOverExpensesAmt
Subtotal$67,359SubtotalAmt
Tot Net Ast Or Fund Balances EOY$67,359TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$42InvestmentIncomeExciseTaxAmt
Subtotal$42SubtotalAmt
Tax Based On Investment Income$42TaxBasedOnInvestmentIncomeAmt
Tax Due$42TaxDueAmt
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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
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 Line1James L JahnsenBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8309805950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11324 Bulverde RoadAddressLine1Txt
CityBulverdeCityNm
State AbbreviationTXStateAbbreviationCd
ZIP781634655ZIPCd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Zada Jahnsen
1360 Bulverde RdBulverdeTX78163Chairman1.00$0
James Jahnsen
1324 Bulverde RdBulverdeTX78163Treasurer1.00$0
David Jahnsen
1294 Bulverde RdBulverdeTX78163Director0.10$0
Brittain Bost
3606 Windsor StIrvingTX750627443Director0.10$0
Emery Bost
3606 Windsor StIrvingTX750627443Director0.10$0
Mary Jane Jahnsen
1324 Bulverde RdBulverdeTX78163Secretary0.10$0
Audrie Jahnsen Ramirez
1324 Bulverde RdBulverdeTX78163Director0.10$0
Josh Ramirez
1324 Bulverde RdBulverdeTX78163Director0.10$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,275AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,275TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,275AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$94CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,181NetVlNoncharitableAssetsAmt
Minimum Investment Return$309MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,850ExpensesAndContributionsAmt
Qualifying Distributions$1,850QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2010-06-25PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$309CurrentYearAmt
Year1$274Year1Amt
Year2$250Year2Amt
Year3$222Year3Amt
Total$1,055TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$263CurrentYearAmt
Year1$233Year1Amt
Year2$213Year2Amt
Year3$189Year3Amt
Total$898TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$1,850CurrentYearAmt
Year1$1,850Year1Amt
Year2$1,850Year2Amt
Year3$1,600Year3Amt
Total$7,150TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,850CurrentYearAmt
Year1$1,850Year1Amt
Year2$1,850Year2Amt
Year3$1,600Year3Amt
Total$7,150TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$611,029CurrentYearAmt
Year1$176,003Year1Amt
Year2$175,342Year2Amt
Year3$174,987Year3Amt
Total$1,137,361TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$611,029CurrentYearAmt
Year1$176,003Year1Amt
Year2$175,342Year2Amt
Year3$174,987Year3Amt
Total$1,137,361TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerZada JahnsenContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonZada Jahnsen James JahnsenRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11360 Bulverde RdAddressLine1Txt
CityBulverdeCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78163ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8309802332RecipientPhoneNum
Form And Info And MaterialsLetter describing charitable purpose, worthiness of support and substantiation of tax exempt status.FormAndInfoAndMaterialsTxt
Submission DeadlinesNo deadlines.SubmissionDeadlinesTxt
Restrictions On AwardsNo restrictions.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Spotlight Theatre Arts Group Etc In
PO Box 75BulverdeTX78163NonePromote benefit of Arts$600
Bulverde Community Park Association
29815 Bulverde LaneBulverdeTX78163NonePromote benefit of Arts$250
Texas State University
601 University DriveSan MarcosTX78665NoneEducational Scholarship$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,850TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$3,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,006ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,006TotalIncomeProducingActyAmt

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

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Buildings$60,000$60,000$566,455
Land$1,000$1,000$38,215

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFederal Income TaxesDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRental Income - Noninvestment PropertyDesc
Revenue And Expenses Per Books$3,000RevenueAndExpensesPerBooksAmt
Net Investment Income$3,000NetInvestmentIncomeAmt
Adjusted Net Income$3,000AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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

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