JANSEN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JANSEN FAMILY FOUNDATION (EIN 20-8688482)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-17
- IRS object ID
- 202322909349101002
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-17T08:16:59-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 208688482 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jansen Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JANS | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL JANSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | JANSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $4,070,394 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $973,059 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $932 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $932 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,935 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,935 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,352,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $961,898 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,101,989 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,002,765 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,369 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,500 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $17,698 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $17,698 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,698 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,065,822 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $985,896 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,437 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,553 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,594 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,594 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,594 | AcctRcvblEOYFMVAmt |
| US Government Obligations EOY | $347,797 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $347,057 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,359,105 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,948,613 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,901,190 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $793,211 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $801,404 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $793,211 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,620,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,225,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,291,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,070,394 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,225,946 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,291,768 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,225,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,291,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,225,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,291,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,225,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,065,822 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,291,768 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,291,768 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $1,311,312 | $382,621 | $928,691 | $928,691 | |||
| LAND - WATKINSVILLE, GA | $41,400 | $8,193 | $33,207 | $33,207 | P | 2014-04-29 | 2022-11-02 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $961,898 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,704 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,704 | SubtotalAmt |
| Tax Based On Investment Income | $13,704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,278 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,178 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $471 | OverpaymentAmt |
| Applied To ES Tax | $471 | AppliedToESTaxAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Michael J Jansen | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,507,610 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,620,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,268,890 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,268,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,219,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,704 | TotalTaxAmt |
| Distributable Before Adj | $147,289 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $147,289 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $147,289 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,698 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $17,698 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,289 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $894 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,426 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $38,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,698 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,698 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $38,320 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $38,320 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $91,271 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Michael J Jansen | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $932 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,935 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,063 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $128,930 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,930 | TotalIncomeProducingActyAmt |
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 |
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 | Jansen Michael J | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 Shoals Drive | AddressLine1Txt |
| City | Athens | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $973,059 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (81 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ADVANSIX INC ASIX, 3 sh. | $116 | 2022-12-20 |
| 1 | AGILENT TECHNOLOGIES INC A, 70 sh. | $10,327 | 2022-12-20 |
| 1 | AIR PRODS & CHEM INC APD, 25 sh. | $7,821 | 2022-12-20 |
| 1 | ALPHABET INC CL C GOOG, 586 sh. | $52,101 | 2022-12-20 |
| 1 | AMAZON COM AMZN, 840 sh. | $71,795 | 2022-12-20 |
| 1 | AMERICAN EXPRESS CO AXP, 98 sh. | $14,247 | 2022-12-20 |
| 1 | VERITIV CORPORATION VRTV, 2 sh. | $264 | 2022-12-20 |
| 1 | WYNDHAM HOTELS & RESORTS INC COM WH, 30 sh. | $2,080 | 2022-12-20 |
| 1 | YUM CHINA HOLDINGS INC YUMC, 14 sh. | $777 | 2022-12-20 |
| 1 | TOPBUILD CORP BLD, 7 sh. | $1,085 | 2022-12-20 |
| 1 | TRANE TECHNOLOGIES PLC TT, 18 sh. | $3,039 | 2022-12-20 |
| 1 | TRAVEL+LEISURE CO TNL, 30 sh. | $1,062 | 2022-12-20 |
| 1 | UNION PACIFIC UNP, 77 sh. | $16,866 | 2022-12-20 |
| 1 | VALERO ENERGY CORP VLO, 55 sh. | $6,674 | 2022-12-20 |
| 1 | VERISIGN INC VRSN, 18 sh. | $3,620 | 2022-12-20 |
| 1 | SHERWIN-WILLIAMS CO SHW, 48 sh. | $11,446 | 2022-12-20 |
| 1 | STARBUCKS CORP COM SBUX, 156 sh. | $15,276 | 2022-12-20 |
| 1 | STRYKER CORPORATION SYK, 55 sh. | $13,099 | 2022-12-20 |
| 1 | SYLVAMO CORP SLVM, 7 sh. | $349 | 2022-12-20 |
| 1 | THERMO FISHER SCIENTIFIC INC TMO, 45 sh. | $23,646 | 2022-12-20 |
| 1 | TJX COMPANIES INC TJX, 156 sh. | $12,360 | 2022-12-20 |
| 1 | PRINCIPAL FINANCIAL GROUP PFG, 51 sh. | $4,333 | 2022-12-20 |
| 1 | PULTE GROUP INC PHM, 65 sh. | $2,913 | 2022-12-20 |
| 1 | QUANTA SVCS INC PWR, 19 sh. | $2,729 | 2022-12-20 |
| 1 | REPUBLIC SVCS INC RSG, 30 sh. | $3,886 | 2022-12-20 |
| 1 | ROCKWELL AUTOMATION INC ROK, 25 sh. | $6,769 | 2022-12-20 |
| 1 | S&P GLOBAL INC COM SPGI, 20 sh. | $6,654 | 2022-12-20 |
| 1 | NORFOLK SOUTHERN CORP NSC, 33 sh. | $8,038 | 2022-12-20 |
| 1 | NORTHROP GRUMMAN CORP NOC, 25 sh. | $13,362 | 2022-12-20 |
| 1 | O'REILLY AUTOMOTIVE INC ORLY, 5 sh. | $4,118 | 2022-12-20 |
| 1 | PARKER HANNIFIN CP PH, 25 sh. | $7,117 | 2022-12-20 |
| 1 | PERKIN ELMER INC PKI, 22 sh. | $3,039 | 2022-12-20 |
| 1 | PIONEER NAT RES CO PXD, 26 sh. | $5,705 | 2022-12-20 |
| 1 | MARRIOTT INTERNATIONAL INC. CL A MAR, 41 sh. | $6,199 | 2022-12-20 |
| 1 | MASCO CORP MAS, 60 sh. | $2,789 | 2022-12-20 |
| 1 | MCKESSON CORP MCK, 29 sh. | $10,949 | 2022-12-20 |
| 1 | MOODYS CORP MCO, 30 sh. | $8,317 | 2022-12-20 |
| 1 | MORGAN STANLEY MS, 166 sh. | $14,242 | 2022-12-20 |
| 1 | MOTOROLA SOLUTIONS INC MSI, 45 sh. | $11,489 | 2022-12-20 |
| 1 | KLA TENCOR CORP KLAC, 40 sh. | $15,364 | 2022-12-20 |
| 1 | KONTOOR BRANDS INC KTB, 5 sh. | $196 | 2022-12-20 |
| 1 | LAM RESEARCH CORP LRCX, 14 sh. | $6,116 | 2022-12-20 |
| 1 | LOWES COMPANIES INC LOW, 71 sh. | $14,194 | 2022-12-20 |
| 1 | L3HARRIS TECHNOLOGIES LHX, 25 sh. | $5,128 | 2022-12-20 |
| 1 | MARATHON PETROLEUM CORP MPC, 104 sh. | $11,722 | 2022-12-20 |
| 1 | FISERV INC FISV, 85 sh. | $8,432 | 2022-12-20 |
| 1 | GRAINGER W W INC GWW, 7 sh. | $3,943 | 2022-12-20 |
| 1 | HONEYWELL INTL HON, 94 sh. | $19,833 | 2022-12-20 |
| 1 | HUMANA INC HUM, 25 sh. | $12,605 | 2022-12-20 |
| 1 | INTERCONTINENTAL EXCHANGE, INC ICE, 65 sh. | $6,536 | 2022-12-20 |
| 1 | INTUITIVE SURGICAL ISRG, 50 sh. | $12,997 | 2022-12-20 |
| 1 | DISCOVER FINL SVCS COM DFS, 52 sh. | $4,977 | 2022-12-20 |
| 1 | EBAY INC EBAY, 94 sh. | $3,860 | 2022-12-20 |
| 1 | ESTEE LAUDER COMPANIES INC EL, 30 sh. | $7,059 | 2022-12-20 |
| 1 | EXPEDIA INC EXPE, 8 sh. | $682 | 2022-12-20 |
| 1 | FIFTH THIRD BANCORP FITB, 171 sh. | $5,434 | 2022-12-20 |
| 1 | FIRST SOLAR INC FSLR, 10 sh. | $1,577 | 2022-12-20 |
| 1 | CINTAS CRP CTAS, 7 sh. | $3,104 | 2022-12-20 |
| 1 | CORTEVA INC CTVA, 79 sh. | $4,650 | 2022-12-20 |
| 1 | CSX CORP CSX, 303 sh. | $9,355 | 2022-12-20 |
| 1 | CUMMINS INC CMI, 30 sh. | $7,172 | 2022-12-20 |
| 1 | DANAHER CORP DHR, 95 sh. | $24,372 | 2022-12-20 |
| 1 | DEERE CO DE, 33 sh. | $14,302 | 2022-12-20 |
| 1 | BROADCOM INC AVGO, 30 sh. | $16,349 | 2022-12-20 |
| 1 | CAPITAL ONE FINANCIAL CORP COF, 82 sh. | $7,227 | 2022-12-20 |
| 1 | CATERPILLAR INC CAT, 62 sh. | $14,495 | 2022-12-20 |
| 1 | CBRE GROUP CBRE, 85 sh. | $6,742 | 2022-12-20 |
| 1 | CF INDUSTRIES HOLDINGS, INC CF, 56 sh. | $5,233 | 2022-12-20 |
| 1 | CHARTER COMMUNICATIONS, INC CHTR, 23 sh. | $7,062 | 2022-12-20 |
| 1 | AUTODESK, INC ADSK, 36 sh. | $6,755 | 2022-12-20 |
| 1 | AUTOMATIC DATA PROCESSING INC ADP, 51 sh. | $12,417 | 2022-12-20 |
| 1 | AUTOZONE INC AZO, 5 sh. | $11,921 | 2022-12-20 |
| 1 | BEST BUY INC BBY, 36 sh. | $2,845 | 2022-12-20 |
| 1 | BIOGEN INC BIIB, 22 sh. | $6,300 | 2022-12-20 |
| 1 | BOSTON SCIENTIFIC BSX, 185 sh. | $8,731 | 2022-12-20 |
| 1 | AMERICAN TOWER REIT INC AMT, 47 sh. | $10,498 | 2022-12-20 |
| 1 | AMERIPRISE FINANCIAL INC AMP, 29 sh. | $8,916 | 2022-12-20 |
| 1 | AMERISOURCEBERGEN CORP ABC, 15 sh. | $2,517 | 2022-12-20 |
| 1 | AMGEN INC AMGN, 65 sh. | $17,241 | 2022-12-20 |
| 1 | APPLE INC AAPL, 1719 sh. | $226,169 | 2022-12-20 |
| 1 | APPLIED MATERIALS INC AMAT, 71 sh. | $7,336 | 2022-12-20 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LAND - WATKINSVILL | PropertyDesc |
| Cost Or Other Basis | $793,211 | CostOrOtherBasisAmt |
| Computation Method | L | ComputationMethodTxt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK HIGH YIELD BOND PORT | $75,000 | $74,218 |
| DFA INTERNATIONAL SMALL CO POR | $28,449 | $28,888 |
| FLEXSHARES GLOBAL UPSTREAM NAT | $76,410 | $85,332 |
| FLEXSHARES IBOXX 3-YEAR TARGET | $45,954 | $42,242 |
| FLEXSHARES STOXX GLOBAL BROAD | $30,537 | $28,179 |
| ISHARES RUSSELL 2000 | $23,626 | $24,062 |
| ISHARES TRUST MSCI EAFE INDEX | $99,821 | $100,364 |
| NORTHERN BOND INDEX FUND | $458,608 | $396,912 |
| NORTHERN EMERGING MARKETS EQUI | $61,906 | $52,801 |
| NORTHERN FDS STK INDEX FUND | $250,786 | $301,907 |
| NORTHERN FUNDS INTL EQ INDEX | $153,816 | $153,281 |
| NORTHERN FUNDS MID CAP INDEX | $37,217 | $37,548 |
| NORTHERN GLOBAL RE INDES FD | $30,023 | $25,979 |
| NORTHERN HIGH YIELD FIXED INCO | $180,241 | $155,827 |
| NORTHERN SMALL CAP INDEX FD | $40,949 | $37,385 |
| SPDR S&P 500 ETF TRUST | $277,467 | $281,851 |
| SPDR S&P MIDCAP 400 EFT TRUST | $46,918 | $47,821 |
| VANGUARD INFLATION-PROTECTED S | $30,885 | $26,593 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $347,797 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $347,057 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND - WATKINSVILL | CategoryOrItemTxt |
| Cost Or Other Basis | $793,211 | CostOrOtherBasisAmt |
| Book Value | $793,211 | BookValueAmt |
| EOYFMV | $793,211 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $17,673 | $17,673 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $5,369 | Amt |
| Net Investment Income | $5,369 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $1,200 | |
| 990-PF Extension for 2021 | $400 | |
| Property Taxes | $11,500 | $11,500 |