JSMAN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JSMAN FAMILY FOUNDATION (EIN 41-1964197)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-06
IRS object ID
202102799349100335
Schema version
2020v4.0
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)
Return2021-10-06T20:44:53-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-10-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTANFORDPersonFirstNm
Person LastWEINERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSusan K PattenPreparerPersonNm
PTINP00503815PTIN
Phone9529351199PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,985FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Net Gain Sale Ast Rev And Expnss$9,543NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,671GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,543CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,543TotalRevAndExpnssAmt
Total Net Invst Incm$9,543TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,400AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$299OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$299OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,699TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,699TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,485ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,485ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,184TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,699TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,485TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,641ExcessRevenueOverExpensesAmt
Net Investment Income$7,844NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,488CashBOYAmt
Cash EOY$9,985CashEOYAmt
Cash EOYFMV$9,985CashEOYFMVAmt
Corporate Stock BOY$13,138CorporateStockBOYAmt
Total Assets BOY$19,626TotalAssetsBOYAmt
Total Assets EOY$9,985TotalAssetsEOYAmt
Total Assets EOYFMV$9,985TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$19,626RetainedEarningBOYAmt
Retained Earning EOY$9,985RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,626TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,985TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,626TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,985TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,626TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,641ExcessRevenueOverExpensesAmt
Subtotal$9,985SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,985TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property700 CryoportPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2017-03-25AcquiredDt
Sold2020-07-21SoldDt
Gross Sales Price$22,671GrossSalesPriceAmt
Cost Or Other Basis$13,128CostOrOtherBasisAmt
Gain Or Loss$9,543GainOrLossAmt
Gains Minus Excess Or Losses$9,543GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$9,543CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$109InvestmentIncomeExciseTaxAmt
Subtotal$109SubtotalAmt
Tax Based On Investment Income$109TaxBasedOnInvestmentIncomeAmt
Tax Due$109TaxDueAmt

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$5,761AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,237AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,998TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$13,998AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$210CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,788NetVlNoncharitableAssetsAmt
Minimum Investment Return$689MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$689MinimumInvestmentReturnAmt
Tax Based On Investment Income$109TaxBasedOnInvestmentIncomeAmt
Total Tax$109TotalTaxAmt
Distributable Before Adj$580DistributableBeforeAdjAmt
Distributable Before Ded$580DistributableBeforeDedAmt
Distributable As Adjusted$580DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,485ExpensesAndContributionsAmt
Qualifying Distributions$17,485QualifyingDistributionsAmt
Adjusted Qualifying Distri$17,485AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$580DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$23,515ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,795ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,310TotalExcessDistributionCyovAmt
Qualifying Distributions$17,485QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$580AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,905RemainingDistriFromCorpusAmt
Total Corpus$44,215TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$44,215ExcessDistriCyovToNextYrAmt
Excess From Year2$23,515ExcessFromYear2Amt
Excess From Year1$3,795ExcessFromYear1Amt
Excess From Current Year$16,905ExcessFromCurrentYearAmt

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$12,521
SHALOM FOUNDATION
3620 PHILLIPS PARKWAYST LOUIS PARKMN55426NONEPCsupport$2,000
HERZL CAMP
4330 CEDAR LAKE ROADST LOUIS PARKMN55426NONEhelp needy$500
ST JUDE
501 St Jude PlaceMEMPHISTN38105NONEhelp needy$500
SECOND HARVEST
7101 Winnetka Avenue NBrooklyn ParkMN55428NONEPChelp needy$750
EASTER SEAL
553 Fairview NorthSt PaulMN55104NONEPCHelp needy$200
PEDIATRIC CANCER FUND
2855 Campus DrivePlymouthMN55441NONEPChelp needy$714
WOUNDED WARRIER
PO Box 758516TopekaKS66675NONEPChelp needy$100
SHRIVER HOSPITAL
9000 Rockville PikeBethsedaMD20892NONEPCHelp needy$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,485TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,543RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,543RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,543TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTANFORD AND JOAN WEINERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13530 Oakton Drive 1106AddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55305ZIPCd
FieldValueIRS element (for citing)
Total Contributions$17,377TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property500 shares CryopotoNoncashPropertyDesc
Fair Market Value$17,377FairMarketValueAmt
Received2020-07-02ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,400Amt
Net Investment Income$1,400NetInvestmentIncomeAmt
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$299RevenueAndExpensesPerBooksAmt
Net Investment Income$299NetInvestmentIncomeAmt

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