THE JENESIS GROUP: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE JENESIS GROUP (EIN 75-6349718)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349103275
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2016-11-15T15:35:59-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-15 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,829,209 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35,123,047 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $992,489 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $992,489 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $620,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $620,864 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $620,864 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,736,400 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,613,353 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,235 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $180,235 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $229,775 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $229,775 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $168,464 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $168,464 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,793 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,793 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,758 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,758 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,182 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,496 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $30,744 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,375 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,375 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $44,037 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $44,037 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,536 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,536 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $799,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,758 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $697,711 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,322,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,022,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,122,699 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,758 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,720,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,613,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,573,595 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,590,810 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,583,828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,583,828 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $31 | AcctRcvblAmt |
| Acct Rcvbl BOY | $36 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $31 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $31 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $40,354,018 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,948,909 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,948,909 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $630,103 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $353,969 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $298,306 | LandBOYAmt |
| Land EOY | $276,134 | LandEOYAmt |
| Land EOYFMV | $276,134 | LandEOYFMVAmt |
| Other Assets BOY | $8,668 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,307 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,307 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,251,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,829,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,829,209 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $132,809 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $146,591 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,900,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,250,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $7,032,809 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,396,591 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $36,219,029 | CapitalStockBOYAmt |
| Capital Stock EOY | $67,432,618 | 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 | $36,219,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,432,618 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,251,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,829,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,219,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,613,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $39,468 | OtherIncreasesAmt |
| Subtotal | $68,872,198 | SubtotalAmt |
| Other Decreases | $1,439,580 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,432,618 | 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 |
| Gross Sales Price | $620,864 | GrossSalesPriceAmt |
| Gain Or Loss | $620,864 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $620,864 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $620,864 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,038,290 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $42,308,723 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095448 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,287,062 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,895,321 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054590 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,904,770 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,635,267 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043652 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,719,709 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,027,241 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035077 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,281,861 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $52,816,189 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062137 | DistributionYr5Rt |
| Total Distribution | 0.290904 | TotalDistributionRt |
| Average Distribution | 0.058181 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $42,389,967 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,466,291 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,736 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,482,027 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,720,511 | 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 | $15,736 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,736 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,736 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $372 | EsPenaltyAmt |
| Tax Due | $16,108 | 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 | IndividualWithBooksNm |
| Phone | 9729994554 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3824 CEDAR SPRINGS ROAD 449 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752194198 | 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 | $180,235 | $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 | $92,336 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $30,983,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,924,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,127,345 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,035,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,035,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $645,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,389,967 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,119,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,119,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,736 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,736 | TotalTaxAmt |
| Distributable Before Adj | $2,103,762 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,103,762 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,103,762 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,720,511 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,720,511 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,736 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,704,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,103,762 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $670,128 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $222,303 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,954,254 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,846,685 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,720,511 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,103,762 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $616,749 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,463,434 | 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 | $670,128 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,793,306 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $222,303 | ExcessFromYear2Amt |
| Excess From Year1 | $1,954,254 | ExcessFromYear1Amt |
| Excess From Current Year | $616,749 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT NETWORK | |||||||
| 225 FRIEND STREET | BOSTON | MA | 02114 | NONE | PC | GENERAL OPERATING EXPENSE | $250,000 |
| ANIMAL AID INC | |||||||
| 200 SPRINGDALE LANE | WILLIAMSTOWN | NJ | 08094 | NONE | PC | GENERAL OPERATING EXPENSE | $5,000 |
| APPALACHIAN SUSTAINABLE DEVELOPMENT | |||||||
| PO BOX 791 | ABINGDON | VA | 24212 | NONE | PC | GENERAL OPERATING EXPENSE | $10,000 |
| BROOKING INSTITUTE | |||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING EXPENSE | $50,000 |
| INTERNATIONAL EXOTIC FELINE SANCTUARY INC | |||||||
| HWY 114 W | BOYD | TX | 76023 | NONE | PC | GENERAL OPERATING EXPENSE | $5,000 |
| IRAQ AND AFGHANISTAN VETERANS OF AMERICA INC | |||||||
| 292 MADISON AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING EXPENSE | $250,000 |
| LATIN AMERICAN YOUTH CENTER INC | |||||||
| 1419 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING EXPENSE | $10,000 |
| LOCAL CLOTH INC | |||||||
| PO BOX 9622 | ASHEVILLE | NC | 28815 | NONE | PC | GENERAL OPERATING EXPENSE | $5,000 |
| MOMENTUM TEXAS INC | |||||||
| 1409 S LAMAR SUITE 1020 | DALLAS | TX | 75215 | NONE | PC | GENERAL OPERATING EXPENSE | $50,000 |
| PLAYWORKS EDUCATION ENERGIZED | |||||||
| 380 WASHINGTON | OAKLAND | CA | 94607 | NONE | PC | GENERAL OPERATING EXPENSE | $10,000 |
| REAL SCHOOL GARDENS | |||||||
| 5520 CONNECTICUT AVE NW 200 | WASHINGTON | DC | 20015 | NONE | PC | GENERAL OPERATING EXPENSE | $50,000 |
| SERVICE WOMEN'S ACTION NETWORK | |||||||
| 1779 MASSACHUSETTS AVENUE SUITE 510 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING EXPENSE | $67,800 |
| SMILES FOREVER ANIMAL RESCUE | |||||||
| 13 BRECKINRIDGE MILL ROAD | FINCASTLE | VA | 24090 | NONE | PC | GENERAL OPERATING EXPENSE | $25,000 |
| STILL CREEK BOYS RANCH | |||||||
| 6055 HEARNE ROAD | BRYAN | TX | 77808 | NONE | PC | GENERAL OPERATING EXPENSE | $200,000 |
| THE CAMPAIGN FOR YOUTH JUSTICE | |||||||
| 1220 L STREET NW 605 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING EXPENSE | $5,000 |
| 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 | $1,000,000 |
| YOUTH RADIO | |||||||
| 1701 BROADWAY | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING EXPENSE | $10,000 |
| YWCA OF ASHEVILLE AND WESTERN NORTH CAROLINA INC | |||||||
| 185 S FRENCH BROAD AVE | ASHEVILLE | NC | 28801 | NONE | PC | GENERAL OPERATING EXPENSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,022,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STILL CREEK BOYS RANCH | |||||||
| 6055 HEARNE ROAD | BRYAN | TX | 77808 | NONE | PC | GENERAL OPERATING EXPENSE | $300,000 |
| YEAR UP | |||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | NONE | PC | GENERAL OPERATING EXPENSE | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,300,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $992,489 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $620,864 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,613,353 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,613,353 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THE ESTATE OF GLADYS M JENSEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $35,123,047 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,793 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,793 | 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 | $1,930,175 | $1,930,175 |
| INVESTMENTS IN FIXED INCOME | FMV | $41,965,286 | $41,965,286 |
| INVESTMENTS IN EQUITIES | FMV | $10,267,173 | $10,267,173 |
| INVESTMENTS IN ALTERNATIVES | FMV | $13,786,275 | $13,786,275 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND CONSULTING FEES | CategoryTxt |
| Legal Fees | $168,464 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $168,464 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID ACCOUNTS | $8,668 | $5,848 | $5,848 |
| INTEREST RECEIVABLE | $0 | $14,459 | $14,459 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,439,580 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $278 | $0 | $278 |
| BOARD EXPENSES | $3,301 | $0 | $3,301 |
| BOOKS/PERIODICALS AND SUBSCRIPTIONS | $533 | $0 | $533 |
| COMPUTER MAINTENANCE | $9,566 | $0 | $9,566 |
| DUES AND MEMBERSHIPS | $182 | $0 | $182 |
| EMAIL AND WEBSITE MAINTENANCE | $8,804 | $0 | $8,804 |
| INSURANCE | $1,737 | $0 | $1,737 |
| INSURANCE - WORKMAN COMPENSATION | $715 | $0 | $715 |
| MEALS AND ENTERTAINMENT | $265 | $0 | $265 |
| OFFICE EQUIPMENT AND MAINTENANCE | $3,738 | $0 | $3,738 |
| OFFICE SUPPLIES | $3,348 | $0 | $3,348 |
| POSTAGE AND SHIPPING | $177 | $0 | $177 |
| PRINTING EXPENSE | $254 | $0 | $254 |
| REGISTRATION FEES | $223 | $0 | $223 |
| REPAIR & MAINTENANCE | $8,122 | $0 | $8,122 |
| TELEPHONE AND INTERNET | $13,293 | $0 | $13,293 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $39,468 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $39,758 | Amt |
| Net Investment Income | $39,758 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX | $9,496 | $0 | $9,496 |
| ACCRUED FEDERAL EXCISE TAX | $31,686 | $0 | $0 |
Comments