JSMAN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JSMAN FAMILY FOUNDATION (EIN 41-1964197)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-01
IRS object ID
201902749349100505
Schema version
2018v3.1
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)
Return2019-10-01T09:03:04-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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 Line1239 WILLOUGHBY WAY WESTAddressLine1Txt
CityMINNETONKACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTANFORD WEINERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-10-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN K PATTENPreparerPersonNm
PTINP00503815PTIN
Phone9529351199PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,513FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$346NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,599GrossSalesPriceAmt
Total Rev And Expnss-$344TotalRevAndExpnssAmt
Total Net Invst Incm$2TotalNetInvstIncmAmt
Total Adj Net Incm$2TotalAdjNetIncmAmt
Taxes Rev And Expnss$8TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$21OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$21OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$29TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,383ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,383ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,412TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,383TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,756ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$2AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,206CashBOYAmt
Cash EOY$837CashEOYAmt
Cash EOYFMV$837CashEOYFMVAmt
Corporate Stock BOY$17,902CorporateStockBOYAmt
Corporate Stock EOY$3,224CorporateStockEOYAmt
Corporate Stock EOYFMV$3,676CorporateStockEOYFMVAmt
Total Assets BOY$27,108TotalAssetsBOYAmt
Total Assets EOY$4,061TotalAssetsEOYAmt
Total Assets EOYFMV$4,513TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$27,108RetainedEarningBOYAmt
Retained Earning EOY$4,061RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,108TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,061TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,108TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,061TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,108TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,756ExcessRevenueOverExpensesAmt
Other Increases$1,709OtherIncreasesAmt
Subtotal$4,061SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,061TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
600 CRYOPORT INCP2017-12-072018-02-22$4,669$4,961-$292-$292
240 CRYOPORT INCP2017-12-072018-05-04$1,930$1,984-$54-$54
FieldValueIRS element (for citing)
Capital Gain Net Income-$346CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$346NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
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 Line1239 WILLOUGHBY WAY WESTAddressLine1Txt
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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
239 WILLOUGHBY WAY WESTMINNETONKAMN55305President0.00$0
JOAN WEINER
239 WILLOUGHBY WAY WESTMINNETONKAMN55305Vice 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$10,563AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,021AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,584TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$15,584AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$234CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,350NetVlNoncharitableAssetsAmt
Minimum Investment Return$768MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$768MinimumInvestmentReturnAmt
Distributable Before Adj$768DistributableBeforeAdjAmt
Distributable Before Ded$768DistributableBeforeDedAmt
Distributable As Adjusted$768DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,383ExpensesAndContributionsAmt
Qualifying Distributions$24,383QualifyingDistributionsAmt
Adjusted Qualifying Distri$24,383AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$768DistributableAsAdjustedAmt
Undistributed Income PY$100UndistributedIncomePYAmt
Qualifying Distributions$24,383QualifyingDistributionsAmt
Applied To Year1$100AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$768AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,515RemainingDistriFromCorpusAmt
Total Corpus$23,515TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$23,515ExcessDistriCyovToNextYrAmt
Excess From Current Year$23,515ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MINNEAPOLIS JEWISH FEDERATION
5901 CEDAR LAKE ROADMINNEAPOLISMN55426NONEPUBLICHELP NEEDY$10,100
TEMPLE ISRAEL
2323 FREMONT AVE SOUTHMINNEAPOLISMN55405NONEHELP NEEDY$2,800
JDRF
3001 METRO DRIVEBLOOMINGTONMN55425NONEHELP NEEDY$300
CHILDRENS HOME SOCIETY
1605 EUSTIS STST PAULMN55108NONEHELP NEEDY$150
INSIGHT THROUGH EDUCATION
PO BOX 33054PALM BEACHFL33420PCHELP NEEDY$1,411
JEWISH FAMILY SERVICES
5841 CORPORATE WAYWEST PALM BEACHFL33407NONEHELP NEEDY$180
MINNEAPOLIS JEWISH FEDERATION
111 CHESHIRE LANEMINNETONKAMN55305NONEHELP NEEDY$7,843
MINNEAPOLIS JEWISH FEDERATION
111 CHESHIRE LANEMINNETONKAMN55305HELP NEEDY$1,599
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,383TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$346RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm-$346RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$344TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
170 ZIXI$1,144$974
2000 CYRX$2,080$2,702

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$21RevenueAndExpensesPerBooksAmt
Net Investment Income$21NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescAsset adjustment for stock donated compared to book valueDesc
Amt$1,709Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$8Amt
Net Investment Income$8NetInvestmentIncomeAmt

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