JAHNSEN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JAHNSEN FAMILY FOUNDATION (EIN 27-0818545)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-28
IRS object ID
202203019349100520
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-28T10:10:40-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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 TitlePresidentPersonTitleTxt
Signature2022-10-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstZadaPersonFirstNm
Person LastJahnsenPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGary W WenzelPreparerPersonNm
PTINP00272074PTIN
Phone2107982500PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$175,342FMVAssetsEOYAmt
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$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5InterestOnSavingsAdjNetIncmAmt
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$3,005TotalRevAndExpnssAmt
Total Net Invst Incm$3,005TotalNetInvstIncmAmt
Total Adj Net Incm$3,005TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$750LegalFeesRevAndExpnssAmt
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$355ExcessRevenueOverExpensesAmt
Net Investment Income$3,005NetInvestmentIncomeAmt
Adjusted Net Income$3,005AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,987SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,342SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,342SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$61,000LandBldgEquipCostOrOtherBssAmt
Land BOY$61,000LandBOYAmt
Land EOY$61,000LandEOYAmt
Land EOYFMV$170,000LandEOYFMVAmt
Total Assets BOY$65,987TotalAssetsBOYAmt
Total Assets EOY$66,342TotalAssetsEOYAmt
Total Assets EOYFMV$175,342TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$61,000CapitalStockBOYAmt
Capital Stock EOY$61,000CapitalStockEOYAmt
Retained Earning BOY$4,987RetainedEarningBOYAmt
Retained Earning EOY$5,342RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$65,987TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$66,342TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$65,987TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$66,342TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$65,987TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$355ExcessRevenueOverExpensesAmt
Subtotal$66,342SubtotalAmt
Tot Net Ast Or Fund Balances EOY$66,342TotNetAstOrFundBalancesEOYAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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 RdBulverdeTX78163President1.00$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 StIrvingTX750627443Secretary0.10$0
Mary Jane Jahnsen
1324 Bulverde RdBulverdeTX78163Director0.10$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$5,083AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,083TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,083AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$76CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,007NetVlNoncharitableAssetsAmt
Minimum Investment Return$250MinimumInvestmentReturnAmt

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$250CurrentYearAmt
Year1$222Year1Amt
Year2$226Year2Amt
Year3$222Year3Amt
Total$920TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$213CurrentYearAmt
Year1$189Year1Amt
Year2$192Year2Amt
Year3$189Year3Amt
Total$783TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$1,850CurrentYearAmt
Year1$1,600Year1Amt
Year2$1,850Year2Amt
Year3$1,700Year3Amt
Total$7,000TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,850CurrentYearAmt
Year1$1,600Year1Amt
Year2$1,850Year2Amt
Year3$1,700Year3Amt
Total$7,000TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$175,342CurrentYearAmt
Year1$174,987Year1Amt
Year2$174,424Year2Amt
Year3$174,620Year3Amt
Total$699,373TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$175,342CurrentYearAmt
Year1$174,987Year1Amt
Year2$174,424Year2Amt
Year3$174,620Year3Amt
Total$699,373TotalAmt

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
University of Texas
PO Box 8058AustinTX78713NoneEducational Scholarship$1,000
Bulverde Community Park Association
29815 Bulverde LaneBulverdeTX78163NonePromote benefit of Arts$250
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$5ExclusionAmt

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$3,005ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,005TotalIncomeProducingActyAmt

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$159,250
Land$1,000$1,000$10,750

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

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

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.