Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE JORGENSEN FAMILY FOUNDATION INC
C/O JOHN AND BARBARA JORGENSEN
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 237
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUCKEYSTOWN, MD21717
A Employer identification number

52-1992602
B Telephone number (see instructions)

(301) 831-1000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,415,887
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 29,260 29,260 29,260
5a Gross rents............ 14,500 14,500 14,500
b Net rental income or (loss) 4,451
6a Net gain or (loss) from sale of assets not on line 10 41,675
b Gross sales price for all assets on line 6a 41,675
7 Capital gain net income (from Part IV, line 2)... 41,675
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 588,534
b Less: Cost of goods sold.... 356,683
c Gross profit or (loss) (attach schedule)..... 231,851 231,851
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 317,286 85,435 275,611
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 55,120 0 0 55,120
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,896 1,448 1,448 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 14,123 4,070 4,070 7,247
19 Depreciation (attach schedule) and depletion... 43,544 0 43,544
20 Occupancy.............. 3,094 3,094 3,094 0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 160,112 4,496 107,490 52,622
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 278,889 13,108 159,646 114,989
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 278,889 13,108 159,646 114,989
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 38,397
b Net investment income (if negative, enter -0-) 72,327
c Adjusted net income (if negative, enter -0-)... 115,965
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 162,407 86,580 86,580
2 Savings and temporary cash investments......... 4,250 4,269 4,269
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use.............. 4,142 17,449 17,449
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,550,651 Click to see attachment1,621,567 2,632,222
14 Land, buildings, and equipment: basis bullet3,421,246
Less: accumulated depreciation (attach schedule) bullet745,879 2,649,185 Click to see attachment2,675,367 2,675,367
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,370,635 4,405,232 5,415,887
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 3,800  
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 3,800 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,366,835 4,405,232
29 Total net assets or fund balances (see instructions)..... 4,366,835 4,405,232
30 Total liabilities and net assets/fund balances (see instructions). 4,370,635 4,405,232
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,366,835
2
Enter amount from Part I, line 27a .....................
2
38,397
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,405,232
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,405,232
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAIN DIVIDENDS P    
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 41,675     41,675
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       41,675
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 41,675
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,005
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,005
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,005
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,014
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,014
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,009
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,009 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDOUGLAS SELBY Telephone no.bullet (301) 831-1000

    Located atbullet3735 BUCKEYSTOWN PIKEBUCKEYSTOWNMD ZIP+4bullet21717
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN S JORGENSEN PRES/DIR
    1.00
    0 0 0
    34790 NORTH INDIAN CAMP TRAIL
    SCOTTSDALE,AZ85266
    BARBARA B JORGENSEN DIRECTOR
    1.00
    0 0 0
    34790 NORTH INDIAN CAMP TRAIL
    SCOTTSDALE,AZ85266
    DOUGLAS SELBY TREAS/DIR
    1.00
    0 0 0
    PO BOX 237
    BUCKEYSTOWN,MD21717
    JOHN S JORGENSEN JR SEC/DIR
    1.00
    0 0 0
    PO BOX 237
    BUCKEYSTOWN,MD21717
    SCOTT BARIO EXEC DIR/DIR
    20.00
    55,120 0 0
    PO BOX 237
    BUCKEYSTOWN,MD21717
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 HOLD AND OPERATE REAL ESTATE FOR AGRICULTURAL RESEARCH EXTENSION EDUCATIONAL PURPOSES. 114,989
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 FIXED ASSETS PURCHASED FOR REAL ESTATE AND AGRICULTURAL ENDEAVORS UNDERTAKEN FOR THE ORGANIZATIONS CHARITABLE RESEARCH MISSION 69,726
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet69,726
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,144,196
    b
    Average of monthly cash balances.......................
    1b
    166,657
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,310,853
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,310,853
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    34,663
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,276,190
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    113,810
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    114,989
    b
    Program-related investments—total from Part IX-B..................
    1b
    69,726
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    184,715
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    184,715
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
    1996-11-07
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
    113,810 6,975 77,343 83,453 281,581
    b 85% of line 2a ......... 96,739 5,929 65,742 70,935 239,344
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    184,715 151,313 181,563 179,447 697,038
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
    0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    184,715 151,313 181,563 179,447 697,038
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
            0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
    75,873 66,125 65,807 55,635 263,440
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
            0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
            0
    (3) Largest amount of support
    from an exempt organization
            0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JOHN S JORGENSEN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 29,260  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     16 4,451  
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        14 41,675  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory         231,851
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 75,386 231,851
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    307,237
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    10 THE ORGANIZATION'S EXEMPT PURPOSE IS TO HOLD AND OPERATE REAL ESTATE FOR AGRICULTURAL RESEARCH AND EXTENSION EDUCATIONAL PURPOSES. THIS REVENUE REPRESENTS THE NET INCOME FROM THE OPERATION OF THE REAL ESTATE FOR THE ORGANIZATION'S EXEMPT PURPOSE.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE JORGENSEN FAMILY FOUNDATION INC
     
    C/O JOHN AND BARBARA JORGENSEN
    EIN:
    52-1992602
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,896 1,448 1,448 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THE JORGENSEN FAMILY FOUNDATION INC
     
    C/O JOHN AND BARBARA JORGENSEN
    EIN:
    52-1992602
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND 1996-08-30 1,300,000   L   0 0 0  
    EQUIPMENT 1996-08-30 70,910 70,910 SL 10.000000000000 0 0 0  
    EQUIPMENT FEEDING & WATERING 1996-12-15 7,100 7,100 SL 10.000000000000 0 0 0  
    EQUIPMENT 1997-05-30 44,766 44,766 SL 10.000000000000 0 0 0  
    FENCING 1997-06-30 10,299 10,299 SL 10.000000000000 0 0 0  
    IMPROVEMENTS FEEDING & WATERING 1997-07-31 4,984 4,980 SL 20.000000000000 0 0 0  
    FARM HOUSE 1998-12-01 97,180 97,180 SL 20.000000000000 0 0 0  
    FENCING 1998-06-30 7,852 7,852 SL 10.000000000000 0 0 0  
    HANDLING AREA & CORRAL 1999-09-02 8,902 8,902 SL 20.000000000000 0 0 0  
    HOUSE DECK 1999-05-01 1,710 1,710 SL 20.000000000000 0 0 0  
    REPAVE BARNYARD 1999-06-01 8,887 8,887 SL 10.000000000000 0 0 0  
    BARN FLOORING 1999-05-01 750 750 SL 20.000000000000 0 0 0  
    EQUIPMENT 1999-12-15 5,523 5,520 SL 10.000000000000 0 0 0  
    LAND 2000-01-12 222,006   L   0 0 0  
    FENCING 2000-03-15 21,473 21,470 SL 10.000000000000 0 0 0  
    LOADER 2000-06-15 7,100 7,100 SL 10.000000000000 0 0 0  
    WATER AND FEED PADS 2000-06-15 2,272 2,272 SL 10.000000000000 0 0 0  
    WATER SYSTEM 2000-06-15 16,727 16,727 SL 10.000000000000 0 0 0  
    EQUIPMENT 2000-08-01 27,250 27,250 SL 10.000000000000 0 0 0  
    BULL 2001-03-19 2,100 2,100 SL 10.000000000000 0 0 0  
    FENCE RELOCATION 2001-02-08 4,226 4,226 SL 10.000000000000 0 0 0  
    HEAT DETECTOR 2001-03-08 6,304 6,300 SL 10.000000000000 0 0 0  
    FENCING 2001-08-13 2,895 2,895 SL 10.000000000000 0 0 0  
    DIESEL TANK 2001-05-29 485 485 SL 10.000000000000 0 0 0  
    NEW SIGN 2003-09-30 950 950 SL 10.000000000000 0 0 0  
    CATTLE SCALES 2004-01-05 1,295 1,295 SL 10.000000000000 0 0 0  
    WYE ANGUS BULL ANDERSON IN-LINE HAT 2005-04-01 3,451 3,451 SL 10.000000000000 0 0 0  
    NEW FENCE 2005-05-01 7,765 7,765 SL 10.000000000000 0 0 0  
    FEED PADS 2005-11-01 2,136 2,136 SL 10.000000000000 0 0 0  
    1790 TAVERN/TOLL HOUSE 2005-02-12 17,389 7,392 SL 39.000000000000 446 0 446  
    1790 TAVERN/TOLL HOUSE - ADD'L 2007-01-01 228,478 76,036 SL 39.000000000000 5,858 0 5,858  
    NEW FENCE (ACROSS RT 85) 2007-01-01 27,580 27,580 SL 10.000000000000 0 0 0  
    BULL 2007-03-01 3,000 3,000 SL 10.000000000000 0 0 0  
    FARM HOUSE IMPROVEMENTS 2007-10-01 10,374 4,618 SL 27.500000000000 377 0 377  
    2005 FORD F-250 PICKUP 2007-11-01 24,346 24,346 SL 5.000000000000 0 0 0  
    ADDITION TO TOLLHOUSE ASSET #55 2007-01-01 36,195 12,064 SL 39.000000000000 928 0 928  
    WYE ANGUS BULL 2009-04-01 3,553 3,553 SL 10.000000000000 0 0 0  
    DELL INSPIRON LAPTOP1546 & PRINTER V313W 2010-06-01 801 801 SL 5.000000000000 0 0 0  
    HAY FEEDERS 2010-09-01 3,571 3,330 SL 10.000000000000 238 0 238  
    VERMEER MC840 HAY MOWER 2012-06-01 22,350 16,949 SL 10.000000000000 2,235 0 2,235  
    FEATHERLITE MODEL 8117 STOCK TRAILER 2012-08-01 13,469 9,990 SL 10.000000000000 1,347 0 1,347  
    BARN IMPROVEMENTS 2012-11-01 71,590 25,657 SL 20.000000000000 3,580 0 3,580  
    LAND 2012-12-01 538,234   L   0 0 0  
    HAY WAGON 2013-02-01 2,200 1,522 SL 10.000000000000 220 0 220  
    2007 ISUZU 14' REFRIGERATED VAN 2013-05-01 25,700 25,700 SL 5.000000000000 0 0 0  
    2004 TOYOTA TUNDRA 4X4 PICKUP 2014-07-01 3,000 3,000 SL 5.000000000000 0 0 0  
    NEW MOWER 2014-07-01 13,150 7,233 SL 10.000000000000 1,315 0 1,315  
    FACILITY IMPROVEMENTS (REST. BURIAL PLOT) 2014-10-01 35,000 6,683 SL 27.500000000000 1,273 0 1,273  
    N.H. 795 MANURE SPREADER 2015-03-01 6,500 3,142 SL 10.000000000000 650 0 650  
    VERMEER HAY RAKE 2015-04-01 7,150 3,396 SL 10.000000000000 715 0 715  
    NEW BARN BUILDING 2015-10-01 128,543 14,833 SL 39.000000000000 3,296 0 3,296  
    2016 TYM MODEL T1054 TRACTOR 2016-02-01 44,600 17,468 SL 10.000000000000 4,460 0 4,460  
    VERMEER MODEL 504N ROUND HAY BAILER 2016-03-01 23,875 9,151 SL 10.000000000000 2,388 0 2,388  
    2017 EX MARK MOWER 2017-03-01 8,999 2,550 SL 10.000000000000 900 0 900  
    RENTAL HOUSE IMPROVEMENTS 2017-08-01 12,900 1,133 SL 27.500000000000 469 0 469  
    LANE REPAVING 2017-12-01 27,995 5,833 SL 10.000000000000 2,800 0 2,800  
    ANDERSON IN-LINE HAY WRAPPER 2018-03-01 18,000 3,300 SL 10.000000000000 1,800 0 1,800  
    WYE ANGUS BULL #11089 2018-04-01 2,849 499 SL 10.000000000000 285 0 285  
    FEEDING & CONTAINMENT STRUCTURE 2018-05-01 40,761 1,803 SL 39.000000000000 1,045 0 1,045  
    BOBCAT GRAPPLE BUCKET 2018-05-01 1,048 175 SL 39.000000000000 27 0 27  
    2019 KAWASAKI MULE 4010 2018-10-01 9,879 1,235 SL 10.000000000000 988 0 988  
    KUBOTA SKIDSTEER MODEL KT5502 W/ BUCKET 2019-03-01 31,271 2,345 SL 10.000000000000 3,127 0 3,127  
    WYE ANGUS NEW BULL - HALF INTEREST 2019-04-01 1,272 95 SL 10.000000000000 127 0 127  
    2016 KRONE KW 552 TEDDER 2019-04-01 8,600 645 SL 10.000000000000 860 0 860  
    RENTAL HOUSE IMPROVEMENTS 2020-03-20 20,726   SL 27.500000000000 565 0 565  
    2020 TYM MODEL T1054 TRACTOR 2020-09-20 49,000   SL 10.000000000000 1,225 0 1,225  

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE JORGENSEN FAMILY FOUNDATION INC
     
    C/O JOHN AND BARBARA JORGENSEN
    EIN:
    52-1992602
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 1,621,567 2,632,222

    TY 2020 LandEtcSchedule2
    Name:
    THE JORGENSEN FAMILY FOUNDATION INC
     
    C/O JOHN AND BARBARA JORGENSEN
    EIN:
    52-1992602
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 1,300,000 0 1,300,000  
    EQUIPMENT 70,910 70,910 0  
    EQUIPMENT FEEDING & WATERING 7,100 7,100 0  
    EQUIPMENT 44,766 44,766 0  
    FENCING 10,299 10,299 0  
    IMPROVEMENTS FEEDING & WATERING 4,984 4,980 4  
    FARM HOUSE 97,180 97,180 0  
    FENCING 7,852 7,852 0  
    HANDLING AREA & CORRAL 8,902 8,902 0  
    HOUSE DECK 1,710 1,710 0  
    REPAVE BARNYARD 8,887 8,887 0  
    BARN FLOORING 750 750 0  
    EQUIPMENT 5,523 5,520 3  
    LAND 222,006 0 222,006  
    FENCING 21,473 21,470 3  
    LOADER 7,100 7,100 0  
    WATER AND FEED PADS 2,272 2,272 0  
    WATER SYSTEM 16,727 16,727 0  
    EQUIPMENT 27,250 27,250 0  
    BULL 2,100 2,100 0  
    FENCE RELOCATION 4,226 4,226 0  
    HEAT DETECTOR 6,304 6,300 4  
    FENCING 2,895 2,895 0  
    DIESEL TANK 485 485 0  
    NEW SIGN 950 950 0  
    CATTLE SCALES 1,295 1,295 0  
    WYE ANGUS BULL ANDERSON IN-LINE HAT 3,451 3,451 0  
    NEW FENCE 7,765 7,765 0  
    FEED PADS 2,136 2,136 0  
    1790 TAVERN/TOLL HOUSE 17,389 7,838 9,551  
    1790 TAVERN/TOLL HOUSE - ADD'L 228,478 81,894 146,584  
    NEW FENCE (ACROSS RT 85) 27,580 27,580 0  
    BULL 3,000 3,000 0  
    FARM HOUSE IMPROVEMENTS 10,374 4,995 5,379  
    2005 FORD F-250 PICKUP 24,346 24,346 0  
    ADDITION TO TOLLHOUSE ASSET #55 36,195 12,992 23,203  
    WYE ANGUS BULL 3,553 3,553 0  
    DELL INSPIRON LAPTOP1546 & PRINTER V313W 801 801 0  
    HAY FEEDERS 3,571 3,568 3  
    VERMEER MC840 HAY MOWER 22,350 19,184 3,166  
    FEATHERLITE MODEL 8117 STOCK TRAILER 13,469 11,337 2,132  
    BARN IMPROVEMENTS 71,590 29,237 42,353  
    LAND 538,234 0 538,234  
    HAY WAGON 2,200 1,742 458  
    2007 ISUZU 14' REFRIGERATED VAN 25,700 25,700 0  
    2004 TOYOTA TUNDRA 4X4 PICKUP 3,000 3,000 0  
    NEW MOWER 13,150 8,548 4,602  
    FACILITY IMPROVEMENTS (REST. BURIAL PLOT) 35,000 7,956 27,044  
    N.H. 795 MANURE SPREADER 6,500 3,792 2,708  
    VERMEER HAY RAKE 7,150 4,111 3,039  
    NEW BARN BUILDING 128,543 18,129 110,414  
    2016 TYM MODEL T1054 TRACTOR 44,600 21,928 22,672  
    VERMEER MODEL 504N ROUND HAY BAILER 23,875 11,539 12,336  
    2017 EX MARK MOWER 8,999 3,450 5,549  
    RENTAL HOUSE IMPROVEMENTS 12,900 1,602 11,298  
    LANE REPAVING 27,995 8,633 19,362  
    ANDERSON IN-LINE HAY WRAPPER 18,000 5,100 12,900  
    WYE ANGUS BULL #11089 2,849 784 2,065  
    FEEDING & CONTAINMENT STRUCTURE 40,761 2,848 37,913  
    BOBCAT GRAPPLE BUCKET 1,048 202 846  
    2019 KAWASAKI MULE 4010 9,879 2,223 7,656  
    KUBOTA SKIDSTEER MODEL KT5502 W/ BUCKET 31,271 5,472 25,799  
    WYE ANGUS NEW BULL - HALF INTEREST 1,272 222 1,050  
    2016 KRONE KW 552 TEDDER 8,600 1,505 7,095  
    RENTAL HOUSE IMPROVEMENTS 20,726 565 20,161  
    2020 TYM MODEL T1054 TRACTOR 49,000 1,225 47,775  


    TY 2020 OtherExpensesSchedule
    Name:
    THE JORGENSEN FAMILY FOUNDATION INC
     
    C/O JOHN AND BARBARA JORGENSEN
    EIN:
    52-1992602
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 2,705 0 2,705 0
    GASOLINE AND DIESEL FUEL 6,773 0 0 6,773
    INSURANCE 12,105 0 12,105 0
    MEMBERSHIPS 120 0 120 0
    REPAIRS & MAINTENANCE 11,192 0 0 11,192
    HIRED LABOR 16,141 0 0 16,141
    ADVERTISING/MARKETING 371 0 371 0
    FACILITIES UPKEEP & REPAIR 4,074 0 0 4,074
    MANAGER HOUSE MAINTENANCE 1,519 0 0 1,519
    WATER SYSTEM 2,847 0 0 2,847
    SUPPLIES 1,560 0 0 1,560
    HIRED MANAGEMENT 71,422 0 71,422 0
    EQUIPMENT RENTAL 843 0 843 0
    TELEPHONE & UTILITIES 8,516 0 0 8,516
    OTHER EQUIPMENT 2,067 0 2,067 0
    MISCELLANEOUS LABOR 939 0 939 0
    CREDIT CARD CHARGES 11,583 0 11,583 0
    INTERNET 839 0 839 0
    MAINTENANCE 4,496 4,496 4,496 0


    TY 2020 SubstantialContributorsSch
    Name:
    THE JORGENSEN FAMILY FOUNDATION INC
     
    C/O JOHN AND BARBARA JORGENSEN
    EIN:
    52-1992602
    Name Address
    JOHN S JORGENSEN 34790 NORTH INDIAN CAMP TRAIL
    SCOTTSDALE,AZ85266


    TY 2020 TaxesSchedule
    Name:
    THE JORGENSEN FAMILY FOUNDATION INC
     
    C/O JOHN AND BARBARA JORGENSEN
    EIN:
    52-1992602
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 2,806 0 0 0
    PAYROLL TAXES 7,247 0 0 7,247
    REAL ESTATE TAXES 1,611 1,611 1,611 0
    REAL ESTATE TAXES 2,459 2,459 2,459 0