JSMAN FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: JSMAN FAMILY FOUNDATION (EIN 41-1964197)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-09-26
IRS object ID: 202332699349100623
Schema version: 2022v5.0
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
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-09-26T11:57:50-07:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	261643749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Susan K Patten CPA LTD	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	620 Mendelssohn Ave N Ste 116	AddressLine1Txt
City	Golden Valley	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55427	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	411964197	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JSMAN FAMILY FOUNDATION	BusinessNameLine1Txt
Business Name Line2	STAN WEINER	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JSMA	BusinessNameControlTxt
Phone	6123843012	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3531 OAKTON DRIVE 1006	AddressLine1Txt
City	HOPKINS	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55305	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STANFORD WEINER	PersonNm
Person Title	President	PersonTitleTxt
Signature	2023-09-26	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	STANFORD	PersonFirstNm
Person Last	WEINER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Susan K Patten	PreparerPersonNm
PTIN	P00503815	PTIN
Phone	9529351199	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
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	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	$0	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$2	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$2	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$2	TotalRevAndExpnssAmt
Total Net Invst Incm	$2	TotalNetInvstIncmAmt
Total Adj Net Incm	$2	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$750	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$750	AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss	$38	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$38	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$375	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$375	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$1,163	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,163	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$8,890	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$8,890	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$10,053	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,163	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$8,890	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$10,051	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$2	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$23,083	CashBOYAmt
Cash EOY	$13,032	CashEOYAmt
Total Assets BOY	$23,083	TotalAssetsBOYAmt
Total Assets EOY	$13,032	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$23,083	RetainedEarningBOYAmt
Retained Earning EOY	$13,032	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$23,083	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$13,032	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$23,083	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$13,032	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$23,083	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$10,051	ExcessRevenueOverExpensesAmt
Subtotal	$13,032	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$13,032	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MN	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	STANFORD WEINER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6123843012	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3531 OAKTON DRIVE	AddressLine1Txt
City	MINNETONKA	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55305	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
STANFORD WEINER
3531 OAKTON DRIVE	HOPKINS	MN	55305	President	0.00	$0
JOAN WEINER
3531 OAKTON DRIVE	HOPKINS	MN	55305	Vice President	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$18,058	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$18,058	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$18,058	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$271	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$17,787	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$889	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$889	MinimumInvestmentReturnAmt
Distributable Before Adj	$889	DistributableBeforeAdjAmt
Distributable Before Ded	$889	DistributableBeforeDedAmt
Distributable As Adjusted	$889	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$8,890	ExpensesAndContributionsAmt
Qualifying Distributions	$8,890	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$889	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$23,515	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$3,795	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$16,905	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,293	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$47,508	TotalExcessDistributionCyovAmt
Qualifying Distributions	$8,890	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$889	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$8,001	RemainingDistriFromCorpusAmt
Total Corpus	$55,509	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$55,509	ExcessDistriCyovToNextYrAmt
Excess From Year4	$23,515	ExcessFromYear4Amt
Excess From Year3	$3,795	ExcessFromYear3Amt
Excess From Year2	$16,905	ExcessFromYear2Amt
Excess From Year1	$3,293	ExcessFromYear1Amt
Excess From Current Year	$8,001	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MINNEAPOLIS JEWISH FEDERATION
5901 CEDAR LAKE ROAD	MINNEAPOLIS	MN	55426	NONE	PUBLIC	HELP NEEDY	$5,000
JDRF
3001 METRO DRIVE	BLOOMINGTON	MN	55425	NONE	PC	HELP NEEDY	$500
JEWISH FAMILY SERVICES
5841 CORPORATE WAY	WEST PALM BEACH	FL	33407	NONE	PC	HELP NEEDY	$1,500
HERZL CAMP
4330 CEDAR LAKE ROAD	ST LOUIS PARK	MN	55426	NONE		help needy	$180
ST JUDE
501 St Jude Place	MEMPHIS	TN	38105	NONE		help needy	$200
SECOND HARVEST
7101 Winnetka Avenue N	Brooklyn Park	MN	55428	NONE	PC	help needy	$200
WOUNDED WARRIER
PO Box 758516	Topeka	KS	66675	NONE	PC	help needy	$100
SHRINER HOSPITAL
9000 Rockville Pike	Bethseda	MD	20892	NONE	PC	Help needy	$600
CREATE A MEMORY FOUNDATION
80 SOUTH 8TH STREET	MINNEAPOLIS	MN	55402	NONE	PC	SUPPORT	$360
HABITAT FOR HUMANITY
6758 N MILITARY TRAIL	RIVIERA BEACH	FL	33407			HELP NEEDY	$250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$8,890	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK CHARGES	Desc
Revenue And Expenses Per Books	$375	RevenueAndExpensesPerBooksAmt
Net Investment Income	$375	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Amt	$38	Amt
Net Investment Income	$38	NetInvestmentIncomeAmt

JSMAN FAMILY FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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