JAMES AND KATHRYN JACKSON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND KATHRYN JACKSON FAMILY FOUNDATION (EIN 81-6742001)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-06
- IRS object ID
- 202101269349100320
- Schema version
- 2020v4.0
- 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
- Compensation Explanation
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T09:13:53-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464296959 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATLAS CPAS & ADVISORS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10860 DOVER ST STE 2500 | AddressLine1Txt |
| City | WESTMINSTER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 800212658 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 816742001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND KATHRYN JACKSON | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 3036743575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1823 | AddressLine1Txt |
| City | EVERGREEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80437 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES JACKSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2021-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | JACKSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE AYLEEN ASMUS | PreparerPersonNm |
| PTIN | P00648804 | PTIN |
| Phone | 3034266444 | PhoneNum |
| Preparation | 2021-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $128,583 | 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 | $55,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $195 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $195 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $195 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $55,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $195 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $495 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $9 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,050 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,319 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,178 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $195 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,791 | CashBOYAmt |
| Cash EOY | $2,418 | CashEOYAmt |
| Cash EOYFMV | $2,419 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $125,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $126,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $126,164 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $133,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,582 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,583 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $133,760 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $128,582 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $133,760 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $133,760 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,582 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $133,760 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,178 | ExcessRevenueOverExpensesAmt |
| Subtotal | $128,582 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $128,582 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3 | SubtotalAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $3 | TaxDueAmt |
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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES JACKSON | IndividualWithBooksNm |
| Phone | 3036743575 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1823 | AddressLine1Txt |
| City | EVERGREEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80429 | 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 | JAMES JACKSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1823 | AddressLine1Txt |
| City | EVERGREEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | 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 |
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 | $130,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $130,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $130,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $128,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $6,400 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,400 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $55,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,400 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $12,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,614 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,114 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,400 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,100 | RemainingDistriFromCorpusAmt |
| Total Corpus | $69,214 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $69,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $12,500 | ExcessFromYear2Amt |
| Excess From Year1 | $7,614 | ExcessFromYear1Amt |
| Excess From Current Year | $49,100 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES JACKSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1823 | AddressLine1Txt |
| City | EVERGREEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3036743575 | RecipientPhoneNum |
| Form And Info And Materials | NO PREFERENCE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FLATIRONS COMMUNITY CHURCH | |||||||
| 400 W SOUTH BOULDER RD | STE 1700 | LAFAYETTE | CO | 800262776 | 501 (C) 3 | CHARITABLE CONTRIBUTIONS | $32,500 |
| DENVER RESCUE MISSION | |||||||
| PO BOX 5206 | DENVER | CO | 80217 | 501C(3) | CHARITABLE CONTRIBUTIONS | $10,000 | |
| EVERGREEN CHRISTIAN OUTREACH | |||||||
| 27888 MEADOW DRIVE | EVERGREEB | CO | 80439 | 501C(3) | CHARITABLE CONTRIBUTIONS | $3,000 | |
| TENNYSON CENTER FOR CHILDREN | |||||||
| 2950 TENNYSON ST | DENVER | CO | 80212 | 501C(3) | CHARITABLE CONTRIBUTIONS | $3,000 | |
| NORTH POINT MINISTRIES | |||||||
| 4400 N POINT PKWY | STE 100 | ALPHARETTA | GA | 30022 | 501C(3) | CHARITABLE CONTRIBUTIONS | $6,000 |
| THE BEAUTIFUL SCAR PROJECT | |||||||
| PARKER | PARKER | CO | 80134 | 501C(3) | CHARITABLE CONTRIBUTIONS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $195 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $195 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $195 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $495 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES JACKSON | PersonNm |
| Short Explanation | JAMES JACKSON | ShortExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $35 |
| DIRECTOR MEETINGS | $1,284 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $9 | Amt |