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JONES FAMILY FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JONES FAMILY FOUNDATION (EIN 45-3069865)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-28
IRS object ID
202332409349300128
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-28T11:26:05-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463220328PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AKINS HENKE AND COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 INWOOD AVENUE NORTH SUITE 160AddressLine1Txt
CityOAKDALECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55128ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453069865EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JONES FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJONEBusinessNameControlTxt
Phone6512245463PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 FIFTH STREET EAST SUITE 2400AddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAN MASSETTPersonNm
Person TitleBOARD CHAIRPersonTitleTxt
Phone6512245463PhoneNum
Signature2023-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANPersonFirstNm
Person LastMASSETTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS J HENKEPreparerPersonNm
PTINP01008921PTIN
Phone6516363806PhoneNum
Preparation2023-07-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAN MASSETTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 FIFTH STREET EAST SUITE 2400AddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,264,681GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JONESFAMILYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionIDENTIFY, INITIATE AND SUPPORT ENDEAVORS THAT POSITIVELY IMPACT THE RED WING AREA OF MINNESOTA.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$43,522PYContributionsGrantsAmt
CY Contributions Grants$5,191CYContributionsGrantsAmt
PY Program Service Revenue$5,074PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,509,214PYInvestmentIncomeAmt
CY Investment Income$421,597CYInvestmentIncomeAmt
PY Other Revenue$6,514PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,564,324PYTotalRevenueAmt
CY Total Revenue$426,788CYTotalRevenueAmt
PY Grants And Similar Paid$1,299,421PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$482,010CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$255,708PYOtherExpensesAmt
CY Other Expenses$229,593CYOtherExpensesAmt
PY Total Expenses$1,555,129PYTotalExpensesAmt
CY Total Expenses$711,603CYTotalExpensesAmt
PY Revenues Less Expenses$9,195PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$284,815CYRevenuesLessExpensesAmt
Total Assets BOY$14,396,896TotalAssetsBOYAmt
Total Assets EOY$12,265,647TotalAssetsEOYAmt
Total Liabilities BOY$478,496TotalLiabilitiesBOYAmt
Total Liabilities EOY$285,342TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,918,400NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,980,305NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE JONES FAMILY FOUNDATION IS TO IDENTIFY, INITIATE AND SUPPORT ENDEAVORS THAT POSITIVELY IMPACT THE QUALITY OF LIFE IN THE RED WING AREA OF MINNESOTA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$525,640ExpenseAmt
Grant$482,010GrantAmt
DescTHE JONES FAMILY FOUNDATION PROVIDES GRANTS TO COMMUNITY NONPROFIT ORGANIZATIONS AND INITIATIVES WHICH FIT THE FOUNDATION'S MISSION AND FUNDAMENTAL STRATEGIES TO IMPROVE THE QUALITY OF LIFE IN THE RED WING, MINNESOTA GEOGRAPHIC AREA.Desc
Total Program Service Expenses$525,640TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T Filed0Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOTT ZASTOUPILBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6512245463PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 EAST FIFTH STREET SUITE 2400AddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
DAN MASSETT
BOARD CHAIR1.00Yes (X)Yes (X)$0$0$0
ANNE JONES
CO-VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
SCOTT JONES
CO-VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
TIM KELLY
TREASURER1.00Yes (X)Yes (X)$0$0$0
SCOTT ZASTOUPIL
VICE TREASURER1.00Yes (X)$0$220,566$28,68040.00
RACHELLE COBB
SECRETARY35.00Yes (X)$0$51,520$11,322
SHEILA BECKNER
BOARD MEMBER1.00Yes (X)$0$0$0
RICH BODENSTEINER
BOARD MEMBER1.00Yes (X)$0$0$0
PASTOR JUSTIN BOEDING
BOARD MEMBER1.00Yes (X)$0$0$0
NEELA MOLLGAARD
BOARD MEMBER1.00Yes (X)$0$0$0
ETHAN SEABERG
BOARD MEMBER1.00Yes (X)$0$0$0
JAY TAUER
BOARD MEMBER1.00Yes (X)$0$0$0
JEREMY WELLS
BOARD MEMBER1.00Yes (X)$0$251,622$43,97140.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$523,708TotReportableCompRltdOrgAmt
Total Other Compensation$83,973TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAINT PAUL & MINNESOTA FOUNDATIONBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 FIFTH STREET EAST 2400AddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55101ZIPCd
FieldValueIRS element (for citing)
ServicesADMINISTRATIVEServicesDesc
Compensation$151,654CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$5,191AllOtherContributionsAmt
Total Contributions$5,191TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$240,570TotalRevenueColumnAmt
Exclusion$240,570ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,018,920SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,837,893SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$181,027SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$181,027TotalRevenueColumnAmt
Exclusion$181,027ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$426,788TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$421,597ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$482,010TotalAmt
Program Services$482,010ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$142,572TotalAmt
Program Services$33,443ProgramServicesAmt
Management And General$109,129ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$10,755TotalAmt
Management And General$10,755ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,630TotalAmt
Management And General$4,630ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$35,279TotalAmt
Management And General$35,279ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,587TotalAmt
Program Services$10,187ProgramServicesAmt
Management And General$2,400ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,486TotalAmt
Management And General$2,486ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,867TotalAmt
Management And General$3,867ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,707TotalAmt
Management And General$11,707ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,710TotalAmt
Management And General$4,710ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescORGANIZATIONAL DUESDesc
Total$1,000TotalAmt
Management And General$1,000ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$711,603TotalAmt
Program Services$525,640ProgramServicesAmt
Management And General$185,963ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$228,651BOYAmt
EOY$422,901EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$14,168,245BOYAmt
EOY$11,842,746EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,396,896BOYAmt
EOY$12,265,647EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$33,496BOYAmt
EOY$34,342EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$445,000BOYAmt
EOY$251,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$478,496BOYAmt
EOY$285,342EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,918,400BOYAmt
EOY$11,980,305EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,918,400BOYAmt
EOY$11,980,305EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,396,896BOYAmt
EOY$12,265,647EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$284,815ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,763,280NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$110,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SAINT PAUL & MINNESOTA FOUNDATION SAINT PAUL & MINNESOTA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN416031510EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$482,010SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$482,010SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENT PARTNERSHIP HOLDINGSDesc
Book Value$11,842,746BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$11,842,746TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION FOLLOWS ACCOUNTING STANDARDS FOR UNCERTAIN TAX POSITIONS. NO LIABILITY HAS BEEN RECOGNIZED BY THE FOUNDATION UNDER THIS STANDARD.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ANDERSON CENTER FOR INTERDISCIPLINARY STUDIES INC
163 TOWER VIEW DRIVERED WINGMN55066411792770501(C)(3)$17,500$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
CARE CLINIC
906 COLLEGE AVENUE DOOR 1RED WINGMN55066270540451501(C)(3)$21,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
CITY OF RED WING
315 WEST FOURTH STREETRED WINGMN55066416005482GOVERNMENTAL$25,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
FIRST COVENANT CHURCH RED WING MN
2302 TWIN BLUFF ROADRED WINGMN55066510139925501(C)(3)$15,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
HISPANIC OUTREACH PROGRAM OF GOODHUE COUNTY
PO BOX 146RED WINGMN55066264467878501(C)(3)$10,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
INDEPENDENT SCHOOL DISTRICT #256
2451 EAGLE RIDGE DRIVERED WINGMN55066416001250GOVERNMENTAL$50,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
LAKE PEPIN LEGACY ALLIANCE
PO BOX 392RED WINGMN55066270573238501(C)(3)$23,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
RED WING AREA SENIORS INC
240 HARRISON STREET SUITE TWORED WINGMN55066411367092501(C)(3)$8,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
RED WING ARTS ASSOCIATION
418 LEVEE STREETRED WINGMN55066416039135501(C)(3)$57,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
RED WING DOWNTOWN COUNCIL MAIN STREET INC
419 BUSH STREETRED WINGMN55066411869035501(C)(3)$60,510$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
RED WING IGNITE
419 BUSH STREETRED WINGMN55066461469707501(C)(3)$50,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
RED WING YOUTH OUTREACH PROGRAM INC
410 GUERNSEY LANERED WINGMN55066710890615501(C)(3)$56,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
RIVER BLUFF HUMANE SOCIETY INC
1213 BRICK AVENUERED WINGMN55066411461895501(C)(3)$7,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
SERVEMINNESOTA
120 SOUTH 6TH STREET SUITE 2260MINNEAPOLISMN55402412010058501(C)(3)$50,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
UNITED WAY OF GOODHUE WABASHA & PIERCE COUNTIES
1755 OLD WEST MAIN STREET SUITE 101RED WINGMN55066416043633501(C)(3)$17,000$0MULTIPLE GRANTS FOR MULTIPLE PURPOSES
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationBOARD APPROVED UNRESTRICTED/RESTRICTED GRANTEES MUST REPORT TO THE FOUNDATION WITHIN THE THREE MONTHS AFTER THE GRANT PERIOD END DATE. DISCRETIONARY UNRESTRICTED/RESTRICTED GRANTEES MAY BE REQUIRED TO REPORT TO THE FOUNDATION WITHIN THREE MONTHS AFTER THE GRANT PERIOD END DATE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SCOTT ZASTOUPIL
VICE TREASURER$0$220,566$0$0$0$0$0$21,497$0$7,183$0$249,246$0$0
JEREMY WELLS
BOARD MEMBER$0$251,622$0$0$0$0$0$25,201$0$18,770$0$295,593$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 3BTHE JONES FAMILY FOUNDATION HAS FILED AN EXTENSION TO FILE THE 990-T. THE FOUNDATION HAS NOT RECEIVED ALL K-1S FROM ITS INVESTMENTS. AN ACCURATE 990-T CANNOT BE FILED UNTIL ALL K-1S HAVE BEEN RECEIVED. PRESENTLY, THE FOUNDATION IS ESTIMATED TO HAVE A UBI LOSS PASSED THROUGH FROM ITS INVESTMENTS AND HAS NOT REPORTED ANY AMOUNTS ON PART I LINE 7A OR 7B.
FORM 990, PART VI, SECTION A, LINE 2ANNE JONES AND SCOTT JONES - FAMILY RELATIONSHIP SCOTT JONES, ANNE JONES AND RACHELLE COBB - BUSINESS RELATIONSHIP SCOTT ZASTOUPIL, JEREMY WELLS AND RACHELLE COBB - BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 3THE JONES FAMILY FOUNDATION INCURRED MANAGEMENT AND ADMINISTRATIVE FEES OF $142,572 FROM THE SAINT PAUL & MINNESOTA FOUNDATION, WHICH IS A RELATED ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO THE SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE FOUNDATION REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. IN ADDITION, BOARD MEMBERS UPDATE THEIR LIST OF POTENTIAL CONFLICTS ANNUALLY. DURING BOARD MEETING DISCUSSIONS REQUIRING A VOTE, BOARD MEMBERS ARE ASKED IF THEY HAVE POTENTIAL CONFLICTS. IF THERE ARE CONFLICTS, MEMBERS ARE REQUIRED TO ABSTAIN FROM DISCUSSION AND SUBSEQUENT VOTE.
FORM 990, PART VI, SECTION B, LINE 15TWO OFFICERS AND A BOARD MEMBER ARE PAID BY SAINT PAUL & MINNESOTA FOUNDATION, WHICH IS A RELATED ORGANIZATION. THE JONES FAMILY FOUNDATION IS REPORTING COMPENSATION OF THE OFFICERS AND BOARD MEMBER FROM THE RELATED ORGANIZATION ON PART VII OF THE FORM 990. SAINT PAUL & MINNESOTA FOUNDATION'S POLICY FOR EVALUATING SUCH STAFF COMPENSATION IS AS FOLLOWS: A COMPREHENSIVE REVIEW OF STAFF COMPENSATION USING LOCAL INDUSTRY AND NATIONAL COMMUNITY FOUNDATION SURVEY DATA IS GENERALLY CONDUCTED EVERY TWO YEARS. THE OBJECTIVE OF THE COMPREHENSIVE REVIEW IS TO DETERMINE COMPARABLE MARKET PAY FOR INDIVIUDAL POSITIONS.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:CANCELED GRANT 100,000. RETURNED GRANT FUNDS 10,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SAINT PAUL & MINNESOTA FOUNDATION
101 FIFTH STREET EAST 2400SAINT PAULMN55101416031510CHARITABLE GIVINGMN501(C)(3)LINE 7N/A0
RED WING PROPERTY CONSERVATION FUND
101 FIFTH STREET EAST 2400SAINT PAULMN55101300232185MAINTENANCE AND OPERATION OF HISTORIC TRAIN DEPOT IN RED WING MINNESOTAMN501(C)(3)LINE 12A, I0SAINT PAUL & MINNESOTA FOUNDATION
THE MARVIN WARROAD AREA FOUNDATION
101 FIFTH STREET EAST 2400SAINT PAULMN55101201082458CHARITABLE GIVING AND SUPPORT THE SAINT PAUL & MINNESOTA FOUNDATIONMN501(C)(3)LINE 12A, I0SAINT PAUL & MINNESOTA FOUNDATION

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE COMMUNITY INVESTMENT GROUPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 FIFTH STREET EAST 2400AddressLine1Txt
CitySAINT PAULCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55101ZIPCd
FieldValueIRS element (for citing)
EIN411765364EIN
Primary ActivitiesINVESTMENTPrimaryActivitiesTxt
Legal Domicile StateMNLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SAINT PAUL & MINNESOTA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeINVESTMENTPredominantIncomeTypeTxt
Share Of Total Income$421,597ShareOfTotalIncomeAmt
Share Of EOY Assets$11,842,746ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership0.01180OwnershipPct
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (1)DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd