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Nonprofiteer
← JONES HARRISON FOUNDATION

Form 990 for tax year 2022

Filed by JONES HARRISON FOUNDATION.

Totals

Total revenue
$129,332
Total expenses
$27,266
Contributions and grants received
$12,498
Grants paid
$0
Program service revenue
$0
Investment income
$116,834
Other revenue
$0
Total assets, end of year
$7,155,255
Total liabilities, end of year
$56,638
Net assets or fund balances, end of year
$7,098,617
Program services expenses (Part IX)
$0
Management and general expenses
$26,554
Fundraising expenses
$712
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $12,498

  • 3 · Investment income

    total $195,310 · excluded $195,310

  • 7a · Gross sales of assets other than inventory

    securities $215,086

  • 7b · Less cost or other basis and sales expenses

    securities $293,562

  • 7c · Gain or loss

    securities -$78,476

  • 7d · Net gain or loss

    total -$78,476 · excluded -$78,476

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $22,590 · management and general $22,590

  • 11g · Fees: other

    total $712 · fundraising $712

  • 23 · Insurance

    total $2,891 · management and general $2,891

  • 24a · Other expenses: Miscellaneous expenses

    total $1,073 · management and general $1,073

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $27,640 · end of year $39,020

  • 2 · Savings and temporary cash investments

    beginning of year $66,629 · end of year $3,746,145

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,891

  • 11 · Investments: publicly traded securities

    beginning of year $4,515,004

  • 12 · Investments: other securities

    beginning of year $14,400

  • 15 · Other assets

    beginning of year $1,861,201 · end of year $3,370,090

  • 25 · Other liabilities

    beginning of year $55,203 · end of year $56,638

  • 27 · Net assets without donor restrictions

    beginning of year $6,432,562 · end of year $7,098,617

Mission and programs · 2022

Mission

Honoring the full circle of life. Jones-Harrison Foundation is a non-profit corporation formed for the purpose of maintaining and accumulating funds for the development and expansion of ideals and purposes of Jones-Harrison Residence, which is dedicated to continuing their century-long tradition of offering innovative programs and supportive services to older adults in a loving, gracious setting.

Activities or mission (Part I)

Support of Jones-Harrison Residence

  • Jones-Harrison Foundation is a non-profit corporation formed for the purpose of maintaing and accumulating funds for the development and expannsion of ideals and purposes of Jones-Harrison Residence (the Residence). In 2023, this support was for development costs.

    Revenue $12,498

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Steven Rice

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Leslie Novich

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Beth Kilburg

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Hampton Rich

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Marcia Diracles

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Leah Stich

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Barb Louis

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Susan Hann

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Robyn Gray

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeff Kimpton

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Taylor Harwood

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lisa Blevens

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mary Thorpe-Mease

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael Olafson

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Annette Greely

    CEO

    Total calculated
    $163,327
    From this org
    $0
    From related orgs
    $163,327
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,027 related
    Bonus
    $0
    Other
    $0 + $23,300 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $163,327 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3:
All compensation is paid by Jones-Harrison Residence, a related organization. The following methods are used to establish compensation of the CEO: - Compensation Committee - Compensation survey or study - Approval by the Board or Compensation Committee

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
8 August 2024
IRS schema version
2022v5.0
Source object
202422259349300042

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