JAEGER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAEGER FOUNDATION (EIN 72-1341576)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-17
- IRS object ID
- 202331379349100118
- Schema version
- 2022v5.0
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-17T11:03:20-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721434284 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANGLINAIS & WILLIAMS LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 LONESOME RD SUITE A | AddressLine1Txt |
| City | MANDEVILLE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721341576 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAEGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAEG | BusinessNameControlTxt |
| Phone | 5048304250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6917 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700096917 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH JAEGER | PersonNm |
| Person Title | BOARD OF DIR | PersonTitleTxt |
| Phone | 5048304250 | PhoneNum |
| Signature | 2023-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | JAEGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERNEST LANGLINAIS CPA | PreparerPersonNm |
| PTIN | P01206823 | PTIN |
| Phone | 9856747618 | PhoneNum |
| Preparation | 2023-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Total Rev And Expnss | $0 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $515 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,625 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,451 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,451 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,591 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,451 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $410,546 | CashBOYAmt |
| Cash EOY | $352,615 | CashEOYAmt |
| Other Nts And Loans Rcvbl | $490,104 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $490,104 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $490,104 | OtherNtsAndLoansRcvblEOYAmt |
| Total Assets BOY | $900,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $842,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,040 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,550 | AccountsPayableEOYAmt |
| Grants Payable BOY | $46,800 | GrantsPayableBOYAmt |
| Grants Payable EOY | $46,800 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $402,370 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $402,370 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $452,210 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $453,720 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $448,440 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $388,999 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $448,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $388,999 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $900,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $842,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $448,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $150 | OtherIncreasesAmt |
| Subtotal | $388,999 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $388,999 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH A JAEGER JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5048304224 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 6917 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH JAEGER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6917 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | BOARD OF DIR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HOUSES AND LOTS IN ALGERS AS AN AFFORDABLE HOUSING PROGRAM TARGETING FIRST RESPONDERS AND TEACHERS. | Description1Txt |
| Description2 | PROVIDING HELP TO INSTITUTIONS IN GREATER NO AREA | Description2Txt |
| Description3 | SCHOLARSHIPS FOR DESERVING STUDENTS | Description3Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $349,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $349,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $698,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $698,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $687,530 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,377 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $34,377 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,377 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,377 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,451 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,451 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,377 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,266,747 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $106,997 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $91,584 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $128,230 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,593,558 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,451 | QualifyingDistributionsAmt |
| Applied To Current Year | $34,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,074 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,616,632 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,266,747 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $349,885 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $106,997 | ExcessFromYear4Amt |
| Excess From Year3 | $91,584 | ExcessFromYear3Amt |
| Excess From Year2 | $128,230 | ExcessFromYear2Amt |
| Excess From Current Year | $23,074 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SPARTAN PAWS 4 WORRIORS | |||||||
| SPARTAN PAWS 4 WORRIORS | 105 CHURCHILL DOWNS DR | 105 CHUECHILL DOWNS DR | BUSH | LA | 70431 | CHARITABLE REDISTRIBUTION | $1,500 |
| FRANKLINTON HIGH SCHOOL | |||||||
| 1 DEMON CIRCLE | 1 DEMON CIRCLE | FRANKLINTON | LA | 70438 | CHARITABLE REDISTRIBUTION | $27,260 | |
| FOLSOM POLICE DEPART | |||||||
| 82341 RAILROAD AVE | SAME | FOLSOM | LA | 70437 | CHARITABLE REDISTRIBUTION | $4,000 | |
| DELGADO FOUNDATION | |||||||
| 615 CITY PARK AVE | SAME | NEW ORLEANS | LA | 70019 | CHARITABLE REDISTRIBUTION | $5,000 | |
| FRENCH QUARTER CITIZENS | |||||||
| 632 N RAMPART ST | SAME | NEW ORLEANS | LA | 70112 | CHARITABLE REDISTRIBUTION | $5,000 | |
| WATER VALLEY CHURCH OF GOD | |||||||
| 32077 HIGHWAY 438 | SAME | FRANKLINTON | LA | 70438 | CHARITABLE REDISTRIBUTION | $9,691 | |
| BRIAN AND STEPHANIE COLLETTI | |||||||
| 1018 HELENES WAY | SAME | SLIDELL | LA | 70461 | CHARITABLE REDISTRIBUTION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,451 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $515 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| WEBSITE DESIGN | $50 |
| LIABILITY INSURANCE | $1,560 |
| LICENSES AND PERMITS | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON CASHED CHECK EVA BLECHARCZYK | Desc |
| Amt | $150 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OTHER LIABILITIES | $6,370 | $6,370 |
| JAEGER HOLDINGS | $396,000 | $396,000 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (3 entries)
| Balance DueBalanceDueAmt |
|---|
| PARKER NOTE |
| $89,624 |
| FRANKLINTON HIGH SCHOOL |
| NR PAYROLL LOANS |
| $400,480 |