THE JENESIS GROUP: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: THE JENESIS GROUP (EIN 75-6349718)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-15
IRS object ID: 201823199349104197
Schema version: 2017v2.3
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
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-15T15:39:59-06:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	752393478	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WHITLEY PENN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8343 DOUGLAS AVENUE STE 400	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75225	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	756349718	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JENESIS GROUP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JENE	BusinessNameControlTxt
Phone	9729994554	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	130 E JOHN CARPENTER FRWY	AddressLine1Txt
City	IRVING	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75062	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES JENSEN	PersonNm
Person Title	OFFICER	PersonTitleTxt
Phone	9729994554	PhoneNum
Signature	2018-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CURTIS MAXFIELD	PreparerPersonNm
PTIN	P00445178	PTIN
Phone	2143939300	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	12.0.230.112	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-14	IPDt
IP Tm	16:09:08	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	21B5010BE9AD4BBB5B3A835E8F1FF103F3BAAE96	AtSubmissionCreationDeviceId
At Submission Filing Device Id	21B5010BE9AD4BBB5B3A835E8F1FF103F3BAAE96	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$55,974,893	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$1,323,278	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,323,278	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$688,001	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$688,001	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$688,001	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,011,279	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,011,279	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$200,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$200,000	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$309,047	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$309,047	OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$20,832	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$20,832	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$649,749	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$52,059	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$597,690	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,521	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$2,981	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$30,744	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$53,970	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$53,970	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$58,893	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$58,893	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,326,756	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$52,059	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,243,413	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$13,952,283	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$6,702,283	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$15,279,039	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$52,059	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$7,945,696	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$13,267,760	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,959,220	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$3,293,456	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$827,151	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$827,151	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$1,875	AcctRcvblAmt
Acct Rcvbl BOY	$58	AcctRcvblBOYAmt
Acct Rcvbl EOY	$1,875	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$1,875	AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl	$91,955	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$2,257,634	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$91,955	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$91,955	OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY	$58,701,268	OtherInvestmentsBOYAmt
Other Investments EOY	$54,839,267	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$54,839,267	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$630,103	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$415,458	LandBldgEquipAccumDeprecAmt
Land BOY	$245,390	LandBOYAmt
Land EOY	$214,645	LandEOYAmt
Land EOYFMV	$214,645	LandEOYFMVAmt
Other Assets BOY	$61,245	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$64,559,051	TotalAssetsBOYAmt
Total Assets EOY	$55,974,893	TotalAssetsEOYAmt
Total Assets EOYFMV	$55,974,893	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$125,228	AccountsPayableBOYAmt
Accounts Payable EOY	$114,864	AccountsPayableEOYAmt
Grants Payable BOY	$8,400,000	GrantsPayableBOYAmt
Grants Payable EOY	$11,425,000	GrantsPayableEOYAmt
Total Liabilities BOY	$8,525,228	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$11,539,864	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$56,033,823	CapitalStockBOYAmt
Capital Stock EOY	$44,435,029	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$56,033,823	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$44,435,029	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$64,559,051	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$55,974,893	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$56,033,823	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$13,267,760	ExcessRevenueOverExpensesAmt
Other Increases	$1,687,567	OtherIncreasesAmt
Subtotal	$44,453,630	SubtotalAmt
Other Decreases	$18,601	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$44,435,029	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CAPITAL GAIN FROM INVESTMENTS	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2016-01-01	AcquiredDt
Sold	2017-12-31	SoldDt
Gross Sales Price	$688,001	GrossSalesPriceAmt
Gain Or Loss	$688,001	GainOrLossAmt
Gains Minus Excess Or Losses	$688,001	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$688,001	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$7,157,186	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$64,240,618	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.111412	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$2,704,775	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$42,389,967	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.063807	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$4,038,290	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$42,308,723	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.095448	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$2,287,062	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$41,895,321	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.054590	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,904,770	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$43,635,267	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.043652	DistributionYr5Rt
Total Distribution	0.368909	TotalDistributionRt
Average Distribution	0.073782	AverageDistributionRt
Net Vl Noncharitable Assets	$58,717,693	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$4,332,309	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$19,592	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$4,351,901	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$7,945,696	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$19,592	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$19,592	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$19,592	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$611	EsPenaltyAmt
Tax Due	$20,203	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	MARISA D WILLIS CFO	IndividualWithBooksNm
Phone	2143771002	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3899 MAPLE AVE STE 400	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES J JENSEN
130 E JOHN CARPENTER FRWY	IRVING	TX	75062	MANAGING TRUSTEE	30.00	$0	$0	$0
JANET JENSEN
130 E JOHN CARPENTER FRWY	IRVING	TX	75062	TRUSTEE	1.00	$0	$0	$0
JAMI JENSEN
130 E JOHN CARPENTER FRWY	IRVING	TX	75062	TRUSTEE	1.00	$0	$0	$0
JULIE JENSEN
130 E JOHN CARPENTER FRWY	IRVING	TX	75062	TRUSTEE	1.00	$0	$0	$0
JEFFREY JENSEN
130 E JOHN CARPENTER FRWY	IRVING	TX	75062	TRUSTEE	1.00	$0	$0	$0
KIM TANNER
130 E JOHN CARPENTER FRWY	IRVING	TX	75062	EXECUTIVE DIRECTOR	40.00	$200,000	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	KAREN DIELMAN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	130 E JOHN CARPENTER FRWY	AddressLine1Txt
City	IRVING	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75062	ZIPCd

Field	Value	IRS element (for citing)
Title	PORTFOLIO MANAGER	TitleTxt
Average Hrs Per Wk Devoted To Pos	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$148,038	CompensationAmt
Employee Benefits	$0	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Field	Value	IRS element (for citing)
Person	DESIREE ENA BLISS	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2806 SE YAMHILL ST	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97214	ZIPCd

Field	Value	IRS element (for citing)
Service Type	CONSULTING SERVICES	ServiceTypeTxt
Compensation	$65,925	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$43,924,773	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,529,039	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$13,158,059	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$59,611,871	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$59,611,871	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$894,178	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$58,717,693	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,935,885	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,935,885	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$19,592	TaxBasedOnInvestmentIncomeAmt
Total Tax	$19,592	TotalTaxAmt
Distributable Before Adj	$2,916,293	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,916,293	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,916,293	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,945,696	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$7,945,696	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$19,592	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$7,926,104	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,916,293	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$222,303	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,954,254	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$616,749	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,983,845	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$6,777,151	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,945,696	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,916,293	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$5,029,403	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$11,806,554	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$11,806,554	ExcessDistriCyovToNextYrAmt
Excess From Year4	$222,303	ExcessFromYear4Amt
Excess From Year3	$1,954,254	ExcessFromYear3Amt
Excess From Year2	$616,749	ExcessFromYear2Amt
Excess From Year1	$3,983,845	ExcessFromYear1Amt
Excess From Current Year	$5,029,403	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JAMES J JENSEN	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	TO ADMINISTRATOR KIM TANNER	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	130 E JOHN CARPENTER FREEWAY	AddressLine1Txt
City	IRVING	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75062	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	9729994500	RecipientPhoneNum
Form And Info And Materials	WRITTEN: NAME, EXEMPT STATUS, AMOUNT REQUESTED, AND PURPOSE OF GRANT.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	PRIMARILY FOR EDUCATIONAL AND SOCIAL SERVICE PURPOSES	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
A FAIR SHAKE FOR YOUTH
210 WEST 101ST STREET PH 6	NEW YORK	NY	10025	NONE	PC	GENERAL OPERATING EXPENSE	$20,000
APPALACHIAN SUSTAINABLE DEVELOPMENT
PO BOX 791	ABINGDON	VA	24212	NONE	PC	GENERAL OPERATING EXPENSE	$20,000
ASHOKA
1700 N MOORE STREET SUITE 2000	ARLINGTON	VA	22209	NONE	PC	GENERAL OPERATING EXPENSE	$30,000
BROOKING INSTITUTE
1775 MASSACHUSETTS AVENUE NW	WASHINGTON	DC	20036	NONE	PC	GENERAL OPERATING EXPENSE	$100,000
CENTER FOR THE COLLABORATIVE CLASSROOM
1001 MARINA VILLAGE PARKWAY SUITE	ALAMEDA	CA	94501	NONE	PC	GENERAL OPERATING EXPENSE	$500,000	110
FLO MOTION DANCE ASSOCIATION
16803 IMPERIAL VALLEY DRIVE	HOUSTON	TX	77060	NONE	PC	GENERAL OPERATING EXPENSE	$1,500	APARTMENT 11
GENESYS WORKS
601 JEFFERSON AVENUE SUITE 3950	HOUSTON	TX	77002	NONE	PC	GENERAL OPERATING EXPENSE	$750,000
GLOBAL ADVANCE INC
PO BOX 742077	DALLAS	TX	75374	NONE	PC	GENERAL OPERATING EXPENSE	$100,000
GREAT HEARTS
3350 WEST STORY ROAD	IRVING	TX	75038	NONE	PC	GENERAL OPERATING EXPENSE	$200,000
HAVE JUSTICE-WILL TRAVEL INC
9580 VERMONT ROUTE 113	VERSHIRE	VT	05079	NONE	PC	GENERAL OPERATING EXPENSE	$1,000
INTERNATIONAL EXOTIC FELINE SANCTUARY INC
HWY 114 W	BOYD	TX	76023	NONE	PC	GENERAL OPERATING EXPENSE	$5,000
JUMA VENTURES
131 STEUART STREET SUITE 201	SAN FRANCISCO	CA	94105	NONE	PC	GENERAL OPERATING EXPENSE	$26,500
LATIN AMERICAN YOUTH CENTER INC
1419 COLUMBIA ROAD NW	WASHINGTON	DC	20009	NONE	PC	GENERAL OPERATING EXPENSE	$22,000
PEER HEALTH EXCHANGE INC
70 GOLD STREET	SAN FRANCISCO	CA	94133	NONE	PC	GENERAL OPERATING EXPENSE	$1,000,000
PISGAH LEGAL SERVICES
PO BOX 2276	ASHEVILLE	NC	28802	NONE	PC	GENERAL OPERATING EXPENSE	$3,500
PLAYWORKS EDUCATION ENERGIZED
380 WASHINGTON	OAKLAND	CA	94607	NONE	PC	GENERAL OPERATING EXPENSE	$282,500
POLARIS PROJECT
PO BOX 65323	WASHINGTON	DC	20035	NONE	PC	GENERAL OPERATING EXPENSE	$75,000
REAL SCHOOL GARDENS
5520 CONNECTICUT AVENUE NW 200	WASHINGTON	DC	20015	NONE	PC	GENERAL OPERATING EXPENSE	$1,283
SILVER HILL HOSPITAL
208 VALLEY ROAD	NEW CANAAN	CO	06840	NONE	PC	GENERAL OPERATING EXPENSE	$1,000
SMILES FOREVER ANIMAL RESCUE
13 BRECKINRIDGE MILL ROAD	FINCASTLE	VA	24090	NONE	PC	GENERAL OPERATING EXPENSE	$85,000
ST ANDREWS SEWANEE SCHOOL
290 QUINTARD ROAD	SEWANEE	TN	37375	NONE	PC	GENERAL OPERATING EXPENSE	$30,000
THE FUTURE PROJECT
5-9 UNION SQUARE WEST 4TH FLOOR	NEW YORK	NY	10003	NONE	PC	GENERAL OPERATING EXPENSE	$400,000
THISTLE FARMS
5122 CHARLOTTE PIKE	NASHVILLE	TN	37209	NONE	PC	GENERAL OPERATING EXPENSE	$25,000
WILD ANIMAL SANCTUARY
1946 WCR 53	KEENESBURG	CO	80643	NONE	PC	GENERAL OPERATING EXPENSE	$10,000
YEAR UP
45 MILK STREET 9TH FLOOR	BOSTON	MA	02109	NONE	PC	GENERAL OPERATING EXPENSE	$1,500,000
YOUTH RADIO
1701 BROADWAY	OAKLAND	CA	94612	NONE	PC	GENERAL OPERATING EXPENSE	$1,501,000
YWCA OF ASHEVILLE AND WESTERN NORTH CAROLINA INC
185 S FRENCH BROAD AVE	ASHEVILLE	NC	28801	NONE	PC	GENERAL OPERATING EXPENSE	$12,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$6,702,283	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
PEER HEALTH EXCHANGE INC
70 GOLD STREET	SAN FRANCISCO	CA	94133	NONE	PC	GENERAL OPERATING EXPENSE	$2,000,000
PLAYWORKS EDUCATION ENERGIZED
380 WASHINGTON	OAKLAND	CA	94607	NONE	PC	GENERAL OPERATING EXPENSE	$250,000
YEAR UP
45 MILK STREET 9TH FLOOR	BOSTON	MA	02109	NONE	PC	GENERAL OPERATING EXPENSE	$4,500,000
YOUTH RADIO
1701 BROADWAY	OAKLAND	CA	94612	NONE	PC	GENERAL OPERATING EXPENSE	$500,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$7,250,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,323,278	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$688,001	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,011,279	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,011,279	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$20,832	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$20,832	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
NEW VERNON CAPITAL - INDIA FUND	FMV	$2,418,623	$2,418,623
INVESTMENTS IN FIXED INCOME	FMV	$33,200,053	$33,200,053
INVESTMENTS IN EQUITIES	FMV	$8,779,879	$8,779,879
INVESTMENTS IN ALTERNATIVES	FMV	$10,440,712	$10,440,712

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
PREPAID ACCOUNTS	$37,222	$0	$0
INTEREST RECEIVABLE	$24,023	$0	$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR PERIOD ADJUSTMENT	Desc
Amt	$18,601	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$218	$0	$218
BOARD EXPENSES	$521	$0	$521
BOOKS/PERIODICALS AND SUBSCRIPTIONS	$1,747	$0	$1,747
COMPUTER MAINTENANCE	$18,055	$0	$18,055
DUES AND MEMBERSHIPS	$211	$0	$211
EMAIL AND WEBSITE MAINTENANCE	$8,745	$0	$8,745
INSURANCE	$1,736	$0	$1,736
INSURANCE - WORKMAN COMPENSATION	$953	$0	$953
MEALS AND ENTERTAINMENT	$339	$0	$339
OFFICE EQUIPMENT AND MAINTENANCE	$10,442	$0	$10,442
OFFICE SUPPLIES	$4,523	$0	$4,523
POSTAGE AND SHIPPING	$147	$0	$147
TELEPHONE AND INTERNET	$9,256	$0	$9,256
MISCELLANEOUS	$2,000	$0	$2,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$1,687,567	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$52,059	$52,059	$0
CONSULTING FEES	$597,690	$0	$597,690

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROPERTY TAX	$2,981	$0	$2,981
ACCRUED FEDERAL EXCISE TAX	$540	$0	$0

THE JENESIS GROUP: Form 990PF, tax year 2017

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

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

US Address USAddress

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

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