JAHNSEN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JAHNSEN FAMILY FOUNDATION (EIN 27-0818545)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-02
IRS object ID
201511539349100011
Schema version
2014v5.0
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)
Return2015-06-02T11:57:22-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wenzel & AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15535 Fredericksburg Road Suite 200AddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782293553ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270818545EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jahnsen Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAHNBusinessNameControlTxt
Phone8309802332PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11360 Bulverde RoadAddressLine1Txt
CityBulverdeCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78163ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonZada JahnsenPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-05-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGary W WenzelPreparerPersonNm
PTINP00272074PTIN
Phone2107982500PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$174,508FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$2,400OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,400OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$2,400OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$2,402TotalRevAndExpnssAmt
Total Net Invst Incm$2,402TotalNetInvstIncmAmt
Total Adj Net Incm$2,402TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$48OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$798TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,298TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$104ExcessRevenueOverExpensesAmt
Net Investment Income$2,402NetInvestmentIncomeAmt
Adjusted Net Income$2,402AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,403SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,507SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,508SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$61,000LandBldgEquipCostOrOtherBssAmt
Land BOY$61,000LandBOYAmt
Land EOY$61,000LandEOYAmt
Land EOYFMV$170,000LandEOYFMVAmt
Total Assets BOY$65,403TotalAssetsBOYAmt
Total Assets EOY$65,507TotalAssetsEOYAmt
Total Assets EOYFMV$174,508TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$61,000CapitalStockBOYAmt
Capital Stock EOY$61,000CapitalStockEOYAmt
Retained Earning BOY$4,403RetainedEarningBOYAmt
Retained Earning EOY$4,507RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$65,403TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$65,507TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$65,403TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$65,507TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$65,403TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$104ExcessRevenueOverExpensesAmt
Subtotal$65,507SubtotalAmt
Tot Net Ast Or Fund Balances EOY$65,507TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$48InvestmentIncomeExciseTaxAmt
Subtotal$48SubtotalAmt
Tax Based On Investment Income$48TaxBasedOnInvestmentIncomeAmt
Tax Due$48TaxDueAmt

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 StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1James L JahnsenBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8309805950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11324 Bulverde RoadAddressLine1Txt
CityBulverdeCityNm
State AbbreviationTXStateAbbreviationCd
ZIP781634655ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Earl Jahnsen
1360 Bulverde RdBulverdeTX78163Director/VP1.00$0
Zada Jahnsen
1360 Bulverde RdBulverdeTX78163Director/Pres.1.00$0
James Jahnsen
1324 Bulverde RdBulverdeTX78163Director/Treas.1.00$0
David Jahnsen
1294 Bulverde RdBulverdeTX78163Director1.00$0
Alyssa Jahnsen
1324 Bulverde RdBulverdeTX78163Director/Secr.1.00$0
Emery Jahnsen
1324 Bulverde RdBulverdeTX78163Director1.00$0
Mary Jane Jahnsen
1324 Bulverde RdBulverdeTX78163Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,901AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,901TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,901AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,827NetVlNoncharitableAssetsAmt
Minimum Investment Return$241MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,500ExpensesAndContributionsAmt
Qualifying Distributions$1,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,500AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2010-06-25PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$241CurrentYearAmt
Year1$207Year1Amt
Year2$198Year2Amt
Year3$172Year3Amt
Total$818TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$205CurrentYearAmt
Year1$176Year1Amt
Year2$168Year2Amt
Year3$146Year3Amt
Total$695TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$1,500CurrentYearAmt
Year1$1,500Year1Amt
Year2$1,500Year2Amt
Total$4,500TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,500CurrentYearAmt
Year1$1,500Year1Amt
Year2$1,500Year2Amt
Total$4,500TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$174,508CurrentYearAmt
Year1$174,403Year1Amt
Year2$174,100Year2Amt
Year3$174,868Year3Amt
Total$697,879TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$174,508CurrentYearAmt
Year1$174,403Year1Amt
Year2$174,100Year2Amt
Year3$174,868Year3Amt
Total$697,879TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEarl JahnsenContributingManagerNm
Contributing ManagerZada JahnsenContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEarl Zada JahnsenRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11360 Bulverde RdAddressLine1Txt
CityBulverdeCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78163ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8309802332RecipientPhoneNum
Form And Info And MaterialsLetter describing charitable purpose, worthiness of support and substantiation of tax exempt status.FormAndInfoAndMaterialsTxt
Submission DeadlinesNo deadlines.SubmissionDeadlinesTxt
Restrictions On AwardsNo restrictions.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Spotlight Theatre Arts Group Etc In
PO Box 75BulverdeTX78163NonePromote benefit of Arts$500
University of Texas
PO Box 8058AustinTX78713NoneEducational Scholarship$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$2,400ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,402ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,402TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

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

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Buildings$60,000$60,000$159,250
Land$1,000$1,000$10,750

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFederal Income TaxesDesc
Revenue And Expenses Per Books$48RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRental Income - Noninvestment PropertyDesc
Revenue And Expenses Per Books$2,400RevenueAndExpensesPerBooksAmt
Net Investment Income$2,400NetInvestmentIncomeAmt
Adjusted Net Income$2,400AdjustedNetIncomeAmt

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