JANSEN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JANSEN FAMILY FOUNDATION (EIN 20-8688482)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-03
- IRS object ID
- 201211309349101621
- Schema version
- 2011v1.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-03T11:33:24-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208688482 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jansen Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JANS | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael J Jansen | Name |
| Title | President | Title |
| Date Signed | 2012-05-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2012-05-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3485629 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 47 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 47 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 710 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 710 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 757 | TotalRevenueAndExpenses |
| Total Net Investment Income | 757 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 14895 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14895 | OtherProfFeesNetInvstIncm |
| Other Expenses Rev And Expnss | 19929 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 55 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 19874 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 34824 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14950 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 19874 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 601525 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 601525 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 636349 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14950 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 621399 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -635592 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3695649 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3060057 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3060057 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 387086 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 387086 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 425572 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4082735 | TotalAssetsBOY |
| Total Assets EOY | 3447143 | TotalAssetsEOY |
| Total Assets EOYFMV | 3485629 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4082735 | RetainedEarningsBOY |
| Retained Earnings EOY | 3447143 | RetainedEarningsEOY |
| Total Net Assets BOY | 4082735 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3447143 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4082735 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3447143 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4082735 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -635592 | ExcessOfRevenueOverExpenses |
| Subtotal | 3447143 | Subtotal |
| Total Net Assets Fund Balances EOY | 3447143 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 654276 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3968444 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.164870 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 804115 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4365100 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.184215 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 292292 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5065617 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.057701 | DistributionRatioYear3 |
| Noncharitable Assets Year4 | 246250 | NoncharitableAssetsYear4 |
| Total Distribution Ratio | 000.406786 | TotalDistributionRatio |
| Average Distribution Ratio | 000.101697 | AverageDistributionRatio |
| Net Noncharitable Assets | 3977490 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 404499 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 404499 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 621399 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Est Tax Payments And Overpayment | 1187 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1187 | TotalCreditsAndPayments |
| Tax Paid Original Return | 1187 | TaxPaidOriginalReturn |
| Overpayment | 1187 | Overpayment |
| Amount Credited To Next Year | 150 | AmountCreditedToNextYear |
| Amount To Be Refunded | 1037 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | true | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Michael J Jansen | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 19809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President / Director / Secretary | Title |
| Avg Hours Per Wk Devoted To Position | 001.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 429084 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3608977 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4038061 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4038061 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 60571 | CashDeemedCharitable |
| Net Noncharitable Assets | 3977490 | NetNoncharitableAssets |
| Minimum Investment Return | 198875 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 198875 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 198875 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 198875 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 198875 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 621399 | ExpensesAndContributions |
| Qualifying Distributions | 621399 | QualifyingDistributions |
| Adj Qualifying Distributions | 621399 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 198875 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 31394 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 587152 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 455854 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1074400 | TotalExcessDistriCarryover |
| Qualifying Distributions | 621399 | QualifyingDistributions |
| Applied To Current Year | 198875 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 422524 | RemainingDistriFromCorpus |
| Total Corpus | 1496924 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1496924 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 31394 | ExcessFromYear3 |
| Excess From Year2 | 587152 | ExcessFromYear2 |
| Excess From Year1 | 455854 | ExcessFromYear1 |
| Excess From Current Year | 422524 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Michael J Jansen | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | 509(a)(1) | Jansen Family Tiger Band Capital Account | $500,000 |
| EDU FDN FOR UNDRPRVLGD CHILD IN MEM | |||||||
| 420 LOCKHAVEN DR | HOUSTON | TX | 77073 | N/A | 509(a)(1) | General Unrestricted | $25,000 |
| JUV DIABETES RESEARCH FDN INTL GA C | |||||||
| 3525 PIEDMONT RD NE STE 6-300 | ATLANTA | GA | 30305 | N/A | 509(a)(1) | Charitable Event | $25,000 |
| PULMONARY HYPERTENSION ASSOCIATION | |||||||
| 801 ROEDER RD STE 1000 | SILVER SPRING | MD | 20910 | N/A | 509(a)(1) | Kerry Bardorf Family Support Program | $35,000 |
| REFUGE PREGNANCY CENTER INC | |||||||
| 1307 MILSTEAD AVE NE | CONYERS | GA | 30012 | N/A | 509(a)(1) | Ultrasound Machine | $6,525 |
| ST ANDREW | |||||||
| PO BOX 112 | CLEMSON | SC | 29633 | N/A | 509(a)(1) | St. Andrew Campus Ministry, Catholic Student Center | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 601525 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $47 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $710 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $757 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 757 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | 2800 shares of STREETTRACKS GOLD SHARES GLD | NameOfStock |
| EOY Book Value | 387086 | EOYBookValue |
| EOYFMV | 425572 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 19849 | 19849 | |
| Bank Charges | 55 | 55 | |
| State or Local Filing Fees | 25 | 25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $14,895 | Amount |
| Net Investment Income | 14895 | NetInvestmentIncome |