JAHNSEN FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JAHNSEN FAMILY FOUNDATION (EIN 27-0818545)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-06-26
IRS object ID: 201301779349100705
Schema version: 2012v2.0
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
Form 990-PF
Accounting Fees Schedule
Land Etc Schedule2
Other Expenses Schedule
Other Income Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-06-26T10:51:42-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Wenzel & Associates	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	5535 Fredericksburg Road Suite 200	AddressLine1
City	San Antonio	City
State	TX	State
ZIP Code	782293553	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	270818545	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Jahnsen Family Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JAHN	NameControl
Phone	8309802332	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1360 Bulverde Road	AddressLine1
City	Bulverde	City
State	TX	State
ZIP Code	78163	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Zada Jahnsen	Name
Title	President	Title
Date Signed	2013-06-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Gary W Wenzel	Name
PTIN	P00272074	PTIN
Phone	2107982500	Phone
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	174100	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	4	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	4	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	4	InterestOnSavingsAdjNetIncm
Other Income Rev And Expnss	2400	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	2400	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	2400	OtherIncomeAdjNetIncm
Total Revenue And Expenses	2404	TotalRevenueAndExpenses
Total Net Investment Income	2404	TotalNetInvestmentIncome
Total Adjusted Net Income	2404	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	1600	AccountingFeesRevAndExpnss
Other Expenses Rev And Expnss	72	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	1672	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1500	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1500	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	3172	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	1500	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-768	ExcessOfRevenueOverExpenses
Net Investment Income	2404	NetInvestmentIncome
Adjusted Net Income	2404	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	4868	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	4100	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	4100	SavingsAndTempCashInvstEOYFMV
Land Building And Equipment Basis	61000	LandBuildingAndEquipmentBasis
Land Building And Equipment BOY	61000	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	61000	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	170000	LandBuildingAndEquipmentEOYFMV
Total Assets BOY	65868	TotalAssetsBOY
Total Assets EOY	65100	TotalAssetsEOY
Total Assets EOYFMV	174100	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	61000	CapitalStockBOY
Capital Stock EOY	61000	CapitalStockEOY
Retained Earnings BOY	4868	RetainedEarningsBOY
Retained Earnings EOY	4100	RetainedEarningsEOY
Total Net Assets BOY	65868	TotalNetAssetsBOY
Total Net Assets EOY	65100	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	65868	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	65100	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	65868	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-768	ExcessOfRevenueOverExpenses
Subtotal	65100	Subtotal
Total Net Assets Fund Balances EOY	65100	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	48	InvestmentIncomeExciseTax
Subtotal	48	Subtotal
Tax Based On Investment Income	48	TaxBasedOnInvestmentIncome
Tax Due	48	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	false	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	TX	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	true	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	James L Jahnsen	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8309805950	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1324 Bulverde Road	AddressLine1
City	Bulverde	City
State	TX	State
ZIP Code	781634655	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Emery Jahnset
1324 Bulverde Rd	Bulverde	TX	78163	Director	1.00	0
Alyssa Jahnsen
1324 Bulverde Rd	Bulverde	TX	78163	Director	1.00	0
David Jahnsen
1294 Bulverde Rd	Bulverde	TX	78163	Director	1.00	0
James Jahnsen
1324 Bulverde Rd	Bulverde	TX	78163	Treasurer	1.00	0
Zada Jahnsen
1360 Bulverde Rd	Bulverde	TX	78163	President	1.00	0
Earl Jahnsen
1360 Bulverde Rd	Bulverde	TX	78163	VP/Sec	1.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	None	Description1
Expenses1	0	Expenses1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	4019	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	4019	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	4019	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	60	CashDeemedCharitable
Net Noncharitable Assets	3959	NetNoncharitableAssets
Minimum Investment Return	198	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	X	Sect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1500	ExpensesAndContributions
Qualifying Distributions	1500	QualifyingDistributions
Adj Qualifying Distributions	1500	AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

Field	Value	IRS element (for citing)
Date Of Ruling	2010-06-25	DateOfRuling
Section4942j3	X	Section4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

Field	Value	IRS element (for citing)
Current Year	198	CurrentYear
Year1	172	Year1
Year2	2402	Year2
Total	2772	Total

Percent85 Of Lessor Percent85OfLessor

Field	Value	IRS element (for citing)
Current Year	168	CurrentYear
Year1	146	Year1
Year2	2042	Year2
Total	2356	Total

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Current Year	1500	CurrentYear
Total	1500	Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

Field	Value	IRS element (for citing)
Current Year	1500	CurrentYear
Total	1500	Total

Total Assets TotalAssets

Field	Value	IRS element (for citing)
Current Year	174100	CurrentYear
Year1	174868	Year1
Year2	172502	Year2
Total	521470	Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

Field	Value	IRS element (for citing)
Current Year	174100	CurrentYear
Year1	174868	Year1
Year2	172502	Year2
Total	521470	Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

Field	Value	IRS element (for citing)
Total	0	Total

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	Zada Jahnsen	ContributingManager
Contributing Manager	Earl Jahnsen	ContributingManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	Earl Zada Jahnsen	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1360 Bulverde Rd	AddressLine1
City	Bulverde	City
State	TX	State
ZIP Code	78163	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	8309802332	RecipientPhoneNumber
Form And Info And Materials	Letter describing charitable purpose, worthiness of support and substantiation of tax exempt status.	FormAndInfoAndMaterials
Submission Deadlines	No deadlines.	SubmissionDeadlines
Restrictions On Awards	No restrictions.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
Spotlight Theatre Arts Group Etc In
PO Box 75	Bulverde	TX	78163	None	Promote benefit of Arts	$500
Texas AM University
1261 TAMU	College Station	TX	77843	None	Educational Scholarship	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1500	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$4	ExclusionAmount

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion Code	16	ExclusionCode
Exclusion	$2,400	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$2,404	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	2404	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	Accounting Fees	Category
Amount	$1,600	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (2 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Book ValueBookValue	EOYFMVEOYFMV
Land	1000	1000	10750
Buildings	60000	60000	159250

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
Supplies Expense	23
Federal Income Taxes	49

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	Rental Income - Noninvestment Property	Description
Revenue And Expenses Per Books	2400	RevenueAndExpensesPerBooks
Net Investment Income	2400	NetInvestmentIncome
Adjusted Net Income	2400	AdjustedNetIncome

JAHNSEN FAMILY FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

Percent85 Of Lessor Percent85OfLessor

Qualifying Distributions QualifyingDistributions

Qlfy Distri Made Directly QlfyDistriMadeDirectly

Total Assets TotalAssets

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Comments