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
JENIAM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3128
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTOWN, CT06470
A Employer identification number

62-1516244
B Telephone number (see instructions)

(203) 304-1762
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$35,127,735
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 303,771 282,445  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 579,018
b Gross sales price for all assets on line 6a 2,506,662
7 Capital gain net income (from Part IV, line 2)... 499,941
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... -517 13,133  
12 Total. Add lines 1 through 11........ 882,272 795,519  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 133,700 4,011   129,689
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 31,783 953   30,830
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 14,654 11,723   0
c Other professional fees (attach schedule).... 1,497 792   705
17 Interest............... 13,512 13,512   0
18 Taxes (attach schedule) (see instructions)... 40,655 22,662   10,704
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,296 0   1,296
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 318,474 308,036   8,863
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 555,571 361,689   182,087
25 Contributions, gifts, grants paid....... 1,329,093 1,329,093
26 Total expenses and disbursements. Add lines 24 and 25 1,884,664 361,689   1,511,180
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,002,392
b Net investment income (if negative, enter -0-) 433,830
c Adjusted net income (if negative, enter -0-)...  
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............. 732,138 722,885 722,885
2 Savings and temporary cash investments......... 7,268 2,186 2,186
3 Accounts receivable bullet600,785
Less: allowance for doubtful accounts bullet   2,366 600,785 600,785
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) bullet10,000
Less: allowance for doubtful accounts bullet0 0 Click to see attachment10,000 10,300
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,452,619 0 0
b Investments—corporate stock (attach schedule)....... 9,453 Click to see attachment9,453 592,720
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).......... 22,308,578 Click to see attachment21,788,924 33,198,859
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,512,422 23,134,233 35,127,735
Liabilities 17 Accounts payable and accrued expenses.......... 375,810 13
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 375,810 13
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 24,136,612 23,134,220
29 Total net assets or fund balances (see instructions)..... 24,136,612 23,134,220
30 Total liabilities and net assets/fund balances (see instructions). 24,512,422 23,134,233
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
24,136,612
2
Enter amount from Part I, line 27a .....................
2
-1,002,392
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,134,220
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
23,134,220
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 LTCL GT ILS FUND, LP P    
b GT OFFSHORE B FUND P    
c GT OFFSHORE B FUND P    
d GT OFFSHORE B FUND P    
e GT OFFSHORE B FUND P    
GT OFFSHORE B FUND P    
STCG 1607 CAPITAL BD FUND, LP P    
LTCG 1607 CAPITAL BD FUND, LP P    
STCG GTUS QP FUND, LP P    
LTCG GTUS QP FUND, LP P    
SEC 1256 GTUS QP FUND, LP P    
LTCL RCH ENERGY MLP FUND, LP D    
SEC 1231 RCH ENERGY FUND, LP D    
LOSS-TERMINATION OF RCH ENERGY FUND, LP P    
STCG GT SPEC OPPORTUNITIES III, LP P    
LTCG GT SPEC OPPORTUNITIES III, LP P    
STCG GT INTERNATIONAL EQUITY QP FUND, LP P    
LTCG GT INTERNATIONAL EQUITY QP FUND, LP P    
SEC 1256 GT INTL EQTY QP FUND, LP P    
STCL GT EMERGING MARKETS QP, LP P    
STCL GT EMERGING MARKETS QP, LP P    
LTCG GT EMERGING MARKETS QP, LP P    
LTCL GTRP HOLDINGS II, LLC P    
CAP GAIN GTRP HOLDINGS II, LLC EXCESS LOSS P    
LTCL GTRP HOLDINGS III, LLC P    
SEC 1256 GTRP HOLDINGS III, LLC P    
SEC 1231 GTRP HOLDINGS III, LLC P    
STCL GTRP HOLDINGS IV, LLC P    
LTCG GTRP HOLDINGS IV, LLC P    
SEC 1231 GTRP HOLDINGS IV, LLC P    
SEC 1256 GTRP HOLDINGS IV, LLC P    
STCG GT REAL ASSETS II, LP P    
LTCG GT REAL ASSETS II, LP P    
SEC 1231 GT REAL ASSETS II, LP P    
STCG GT CREDIT OPPRTNTY FUND, LP P    
LTCG GT CREDIT OPPRTNTY FUND, LP P    
SEC 1256 GT CREDIT OPPRTNTY FUND, LP P    
STCG PALLADIAN PARTNERS IX, LP P    
LTCG PALLADIAN PARTNERS IX, LP P    
SEC 1231 PALLADIAN PARTNERS IX, LP P    
STCG PALLADIAN PARTNERS IV, LLC P    
LTCL PALLADIAN PARTNERS IV, LLC P    
SEC 1231 PALLADIAN PARTNERS IV, LLC P    
STCG PALLADIAN PARTNERS V, LLC P    
LTCL PALLADIAN PARTNERS V, LLC P    
SEC 1231 PALLADIAN PARTNERS V, LLC P    
STCG PALLADIAN PARTNERS V-A, LLC P    
LTCL PALLADIAN PARTNERS V-A, LLC P    
SEC 1231 PALLADIAN PARTNERS V-A, LLC P    
STCG PALLADIAN PARTNERS VII-A, LP P    
LTCG PALLADIAN PARTNERS VII-A, LP P    
SEC 1256 PALLADIAN PARTNERS VII-A, LP P    
SEC 1231 PALLADIAN PARTNERS VII-A, LP P    
STCG PALLADIAN PARTNERS VIII, LP P    
LTCG PALLADIAN PARTNERS VIII, LP P    
SEC 1256 PALLADIAN PARTNERS VIII, LP P    
SEC 1231 PALLADIAN PARTNERS VIII, LP P    
6,109 EAGLE MLP STRATEGY FUND P   2020-03-30
302 HARBOR INTERNATL INST FUND P 2019-12-16 2020-06-29
44,977 EAGLE MLP STRATEGY FUND P   2020-03-30
19,892 GOTHAM ABSOLUTE RETURN FUND P   2020-03-30
9,716 HARBOR INTERNATL INST FUND P   2020-06-29
13,250 VANGUARD TOTAL BOND MRKT FUND P   2020-03-30
CAPITAL GAINS DIVIDENDS P    
(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     29,349 -29,349
b 62,500   34,036 28,464
c 43,750   23,581 20,169
d 60,000   31,793 28,207
e 25,000   12,295 12,705
93,750   43,892 49,858
2,407     2,407
9,791     9,791
149,932   20,565 129,367
623,341   48,028 575,313
    10,346 -10,346
    40,675 -40,675
481     481
    107,541 -107,541
20,454     20,454
128,066     128,066
36,756     36,756
216,253     216,253
    24,226 -24,226
    97,682 -97,682
113     113
169   412 -243
    10,675 -10,675
12,238     12,238
    434 -434
    252 -252
    4 -4
    1 -1
2,494   2,296 198
218     218
    10 -10
869     869
11,757   183 11,574
59     59
8,684   920 7,764
1,497   173 1,324
    208 -208
978   128 850
6,162   948 5,214
    2 -2
83     83
    48,575 -48,575
2,908     2,908
7   58 -51
    29,052 -29,052
57     57
7   58 -51
    29,056 -29,056
58     58
1,395     1,395
51,459   2,711 48,748
    3 -3
256     256
1,460   77 1,383
17,618   1,273 16,345
1     1
    1,778 -1,778
16,310   36,129 -19,819
10,451   12,132 -1,681
120,071   567,882 -447,811
258,179   244,643 13,536
335,978   347,536 -11,558
149,978   145,103 4,875
22,667     22,667
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       -29,349
b       28,464
c       20,169
d       28,207
e       12,705
      49,858
      2,407
      9,791
      129,367
      575,313
      -10,346
      -40,675
      481
      -107,541
      20,454
      128,066
      36,756
      216,253
      -24,226
      -97,682
      113
      -243
      -10,675
      12,238
      -434
      -252
      -4
      -1
      198
      218
      -10
      869
      11,574
      59
      7,764
      1,324
      -208
      850
      5,214
      -2
      83
      -48,575
      2,908
      -51
      -29,052
      57
      -51
      -29,056
      58
      1,395
      48,748
      -3
      256
      1,383
      16,345
      1
      -1,778
      -19,819
      -1,681
      -447,811
      13,536
      -11,558
      4,875
      22,667
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 2 499,941
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  
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 6,030
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 6,030
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 6,030
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 25,156
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,656
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 23,626
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet23,626 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletTN, CT
    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
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    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 ofbulletHUGH KILLIN III Telephone no.bullet (203) 304-1762

    Located atbulletPO BOX 3128NEWTOWNCT ZIP+4bullet06470
    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
     
    No
    ........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
    HUGH KILLIN III EXECUTIVE DIRECTOR
    40.00
    133,700 31,783 0
    PO BOX 3128
    NEWTOWN,CT06470
    CAROLE G CLARKSON TRUSTEE
    1.00
    0 0 0
    PO BOX 3128
    NEWTOWN,CT06470
    WILLIAM CLARKSON TRUSTEE
    1.00
    0 0 0
    PO BOX 3128
    NEWTOWN,CT06470
    JENNIFER CLARKSON KILLIN TRUSTEE
    1.00
    0 0 0
    PO BOX 3128
    NEWTOWN,CT06470
    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 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    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
    3,447,766
    b
    Average of monthly cash balances.......................
    1b
    677,387
    c
    Fair market value of all other assets (see instructions)................
    1c
    26,292,193
    d
    Total (add lines 1a, b, and c).........................
    1d
    30,417,346
    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
    30,417,346
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    456,260
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    29,961,086
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,498,054
    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
    1,498,054
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,030
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,030
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,492,024
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,492,024
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,492,024
    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
    1,511,180
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    1,511,180
    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
    1,511,180
    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 1,492,024
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 55,276
    b Total for prior years:20, 20, 20 0
    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........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,511,180
    a Applied to 2019, but not more than line 2a 55,276
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 1,455,904
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    36,120
    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) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    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
     
    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
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    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) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    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).)
    CAROLE G CLARKSON
    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 e-mail address of the person to whom applications should be addressed:
    HUGH KILLIN III
    PO BOX 3128
    NEWTOWN,CT06470
    (203) 304-1762
    bThe form in which applications should be submitted and information and materials they should include:
    NO FORMAL SUBMISSION GUIDELINES. USE A SUMMARY FORMAT (1-2 PAGES) FOR INITIAL REQUESTS & INCLUDE BUDGET INFORMATION. SPECIFIC DETAILS WILL BE REQUESTED LATER, AS APPROPRIATE.
    cAny submission deadlines:
    NO FORMAL SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    JENIAM FOUNDATION HAS SPECIFIC MISSION AREAS OF (A) CONSERVATION WITH EMPHASIS ON AVIAN SPECIES & (B) COMMUNITY ENHANCEMENT PROJECTS IN NEW CANAAN, CT AREA. GRANTS ARE AWARDED PRIMARILY FOR CAPITAL PROJECTS, BUT MAY ALSO INCLUDE FEASIBILITY & MARKETING STUDIES, EMPLOYEE ENRICHMENT PROGRAMS, & OTHER UNIQUE PROJECTS. GRANT EMPHASIS IS ON PROJECTS TO BUILD AN ORGANIZATION'S CAPACITY, IMPROVE EFFICIENCY, OR ENHANCE REVENUE. SUCCESSFUL RELATIONSHIPS OF THE FOUNDATION HAVE INCLUDED AN ENGAGED OR 'HANDS-ON' VENTURE PHILANTHROPY APPROACH INCLUDING INFORMAL ADVICE & ASSISTANCE IN ASSESSING STRATEGIC PLANS. FUNDING IS LEVERAGED THROUGH CHALLENGE GRANTS, PROJECT LOANS, & COLLABORATIONS BETWEEN ORGANIZATIONS.
    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
    AMERICAN BIRD CONSERVANCY
    PO BOX 249 4249 LOUDOUN AVENUE
    THE PLAINS,VA20198
    N/A PC ECOTOURISM INFRASTRUCTURE & SUPPORT, GENERAL SUPPORT 72,500
    ANIMAL HUMANE NEW MEXICO
    615 VIRGINIA STREET SE
    ALBUQUERQUE,NM87108
    N/A PC GENERAL SUPPORT 25,000
    AUDUBON CONNECTICUT
    613 RIVERSVILLE ROAD
    GREENWICH,CT06831
    N/A PC VARIOUS CT PROJECTS, GENERAL OPERATING SUPPORT 85,000
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON ROAD PO BOX 567
    KANAB,UT84741
    N/A PC BEST FRIENDS NETWORK STRATEGIES FY 21 100,000
    CAMBRIDGE SCHOOL OF WESTON
    45 GEORGIAN ROAD
    WESTON,MA02493
    N/A PC GENERAL SUPPORT 1,000
    CITIZENS CAMPAIGN FUND FOR THE ENVIRONMENT
    2404 WHITNEY AVENUE 2ND FLOOR
    HAMDEN,CT06518
    N/A PC CAC MEMBERSHIP COORDINATOR POSITIONS 17,000
    CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS
    670 CLINTON AVENUE
    BRIDGEPORT,CT06650
    N/A PC GENERAL SUPPORT 16,000
    CONSERVATION LAW FOUNDATION
    62 SUMMER STREET
    BOSTON,MA02110
    N/A PC PROJECT DEVELOPMENT FOR RDA WORK IN CT 2,500
    CORNELL COOPERATIVE EXTENSION OF SUFFOLK COUNTY
    423 N GRIFFING AVE 100
    RIVERHEAD,NY11901
    N/A PC MARINE PROGRAM GENERAL SUPPORT 25,000
    CT AUDUBON SOCIETY
    314 UNQUOWA ROAD
    FAIRFILED,CT06824
    N/A PC BOARDSOURCE & PLANTINGS 9,000
    CT COUNCIL ON PHILANTHROPY
    75 CHARTER OAK AVENUE SUITE 1-205
    HARTFORD,CT06106
    N/A PC LEADERSHIP FUND 470
    CYRENIUS H BOOTH LIBRARY NEWTOWN
    25 MAIN STREET
    NEWTOWN,CT06470
    N/A PC GENERAL OPERATING SUPPORT 2,500
    EARTHPLACE
    PO BOX 165
    WESTPORT,CT06881
    N/A PC HARBOR WATCH DATA ANALYSIS 42,000
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010
    N/A PC OCEANS PROGRAM 20,000
    EVERWONDER CHILDREN'S MUSEUM
    PO BOX 566
    BOTSFORD,CT06404
    N/A PC GENERAL OPERATING SUPPORT 50,000
    FAIRFIELD COUNTY'S COMMUNITY FOUNDATION
    383 MAIN AVENUE
    NORWALK,CT06851
    N/A PC SUPPORT-FAIRFIELD COUNTY'S GIVING DAY, SOCIAL VENTURE PARTNERS MEMBERSHIP 10,000
    FIRST PRESBYTERIAN CHURCH OF NEW CANAAN
    178 OENOKE RIDGE
    NEW CANAAN,CT06840
    N/A PC GENERAL OPERATING SUPPORT 7,500
    FLANDERS NATURE CENTER & LAND TRUST
    596 FLANDERS ROAD
    WOODBURY,CT06798
    N/A PC GENERAL OPERATING SUPPORT 2,500
    FURRY FRIENDS FOSTER AND RESCUE INC
    39 SUNRISE TERRACE
    MONROE,CT06468
    N/A PC GENERAL OPERATING SUPPORT 26,500
    FUTURE 5
    135 ATLANTIC STREET
    STAMFORD,CT06901
    N/A PC GENERAL OPERATING SUPPORT 1,000
    GETABOUT INC
    PO BOX 224
    NEW CANAAN,CT06840
    N/A PC GENERAL OPERATING SUPPORT 1,000
    GLOBAL FOREST GENERATION
    200 CHAMBERS STREET
    NEW YORK,NY10007
    N/A PC GENERAL OPERATING SUPPORT; SALARIES FOR NEW STAFF 25,025
    HORIZONS ALBUQUERQUE
    PO BOX 6066
    ALBUQUERQUE,NM87197
    N/A PC GENERAL OPERATING SUPPORT 2,500
    HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC
    120 POST ROAD WEST SUITE 202
    WESTPORT,CT06880
    N/A PC VARIOUS SPECIAL PROJECTS 40,000
    JOEY'S PAW
    301 BELMONT ROAD
    BUTLER,PA16001
    N/A PC GENERAL OPERATING SUPPORT 3,000
    JUSTWORLD INTERNATIONAL
    3206 OLD HAMPTON DRIVE
    WELLINGTON,FL33414
    N/A PC GENERAL OPERATING SUPPORT 10,000
    KIDS EMPOWERED BY YOUR SUPPORT
    PO BOX 532
    NEW CANAAN,CT06840
    N/A PC EXECUTIVE DIRECTOR SALARY 25,000
    LONG ISLAND COMMUNITY FOUNDATION
    900 WALT WHITMAN ROAD 205
    MELVILLE,NY11747
    N/A PC LIS STEWARDSHIP FUND 120,000
    MISC AMOUNTS PASSED THRU FROM PARTNERSHIPS
    ONE COMMERCE SQUARE SUITE 1900
    MEMPHIS,TN38103
    N/A PC TOTAL CONTRIBUTIONS PASSED THRU FROM INVESTMENT PARTNERSHIPS 98
    MONMOUTH COUNTY SPCA
    260 WALL STREET
    EATONTOWN,NJ07724
    N/A PC GENERAL OPERATING SUPPORT 2,500
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET 11TH FLOOR
    NEW YORK,NY10011
    N/A PC GENERAL OPERATING SUPPORT 10,000
    NEW CANAAN COMMUNITY FOUNDATION
    111 CHERRY STREET
    NEW CANAAN,CT06840
    N/A PC FRIENDS OF BRISTOW BIRD RESERVE FUND 20,000
    NEW CANAAN HIGH SCHOOL SCHOLARSHIP FOUNDATION
    11 FARM ROAD
    NEW CANAAN,CT06840
    N/A PC GENERAL OPERATING SUPPORT 1,000
    NEW CANAAN LAND TRUST TRAIL
    16-50 SLEEPY HOLLOW ROAD
    NEW CANAAN,CT06840
    N/A PC INTERNS & PRESENTATIONS 10,000
    NEW CANAAN LIBRARY
    151 MAIN STREET
    NEW CANAAN,CT06840
    N/A PC CAPITAL CAMPAIGN GRANT 50,000
    NEW CANAAN PUBLIC ACCESS NCTV79
    PO BOX 1711
    NEW CANAAN,CT06840
    N/A PC CHAMBER MUSIC PERFORMANCE; HOLIDAY & NEW YEAR PROGRAMMING 11,000
    NEW MEXICO WILDERNESS ALLIANCE INC
    PO BOX 25464
    ALBUQUERQUE,NM87125
    N/A PC GENERAL OPERATING SUPPORT 45,000
    NEWTOWN-SANDY HOOK COMMUNTIY FOUNDATION
    2 WASHINGTON SQUARE
    NEWTOWN,CT06470
    N/A PC GENERAL OPERATING SUPPORT FROM CHALLENGE GRANT 33,000
    NORTHERN JAGUAR PROJECT
    2114 WEST GRANT ROAD SUITE 121
    TUCSON,AZ85745
    N/A PC GENERAL OPERATING SUPPORT 5,000
    NTS FOUNDATION USA
    45 SCHOOL STREET 3RD FLOOR
    BOSTON,MA02108
    N/A PC BEN LAWERS GRAZING RIGHTS 25,000
    OCEANITIES
    3292 ARCADIA PLACE NW
    WASHINGTON,DC20015
    N/A PC GENERAL OPERATING SUPPORT 5,000
    SAVE THE SOUND
    900 CHAPEL STREET SUITE 2202
    NEW HAVEN,CT06510
    N/A PC ECOLOGICAL RESTORATION PROJECT & GENERAL OPERATING SUPPORT 42,000
    ST BALDRICKS FOUNDATION
    1333 SOUTH MAYFLOWER AVENUE SUITE
    400
    MONROVIA,CA91016
    N/A PC GENERAL OPERATING SUPPORT 2,500
    STAMFORD SYMPHONY ORCHESTRA
    263 TRESSER BLVD
    STAMFORD,CT06901
    N/A PC FACILITY & OTHER UPGRADES 50,000
    STAR LEGACY FOUNDATION
    6438 CITY W PKWY 100
    EDEN PRAIRIE,MN55344
    N/A PC GENERAL OPERATING SUPPORT 2,500
    STAYING PUT IN NEW CANAAN
    58 PINE STREET
    NEW CANAAN,CT06840
    N/A PC GENERAL OPERATING SUPPORT 3,000
    STEPPING STONES MUSEUM FOR CHILDREN
    303 WEST AEVENUE
    NORWALK,CT06850
    N/A PC GENERAL OPERATING SUPPORT 10,000
    SUMMER THEATRE OF NEW CANAAN
    70 PINE STREET
    NEW CANAAN,CT06840
    N/A PC GENERAL OPERATING SUPPORT 32,500
    TOWN OF NEW CANAAN
    PO BOX 1711
    NEW CANAAN,CT06840
    N/A PC SENIORS MENTAL HEALTH PROGRAMMING 5,000
    TRUST FOR PUBLIC LAND
    101 WHITNEY AVENUE D
    NEW HAVEN,CT06510
    N/A PC BRIDGEPORT WATERFRONT PROJECT 32,500
    VILLALOBOS RESCUE CENTER
    5541 HIGHWAY 1
    NAPOLEONVILLE,LA70390
    N/A PC GENERAL OPERATING SUPPORT 10,000
    WAVENY LIFECARE NETWORK
    3 FARM ROAD
    NEW CANAAN,CT06840
    N/A PC PATIENT CALL SYSTEM TECHNOLOGY 17,500
    WAVENY PARK CONSERVANCY
    677 SOUTH AVENUE
    NEW CANAAN,CT06840
    N/A PC CORNFIELDS JENIAM MEADOWS GRANT; PET WASTE RECEPTACLES 101,000
    WELLESLEY STUDENTS' AID SOCIETY
    106 CENTRAL STREET
    WELLESLEY,MA02481
    N/A PC GENERAL OPERATING SUPPORT 1,000
    WOLF CONSERVATION CENTER
    PO BOX 421
    SOUTH SALEM,NY10590
    N/A PC CAPITAL CAMPAIGN; GENERAL OPERATING SUPPORT FOR CHALLENGE GRANT 60,000
    Total .................................bullet 3a 1,329,093
    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.... 900000 325 14 282,445 21,001
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 13,133  
    8 Gain or (loss) from sales of assets other than
    inventory ............
    900000 79,077 18 499,941  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aUBTI-PASS THROUGH PARTNERSHIPS
    900000 -13,650      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 65,752 795,519 21,001
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    882,272
    (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.)
    4 TAX EXEMPT INTEREST INC EXCLUDED BY IRC SEC 103 $19,784
    4 NONDIVIDEND DISTRIBUTIONS-SCHWAB $1,217
    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:
    JENIAM FOUNDATION
    EIN:
    62-1516244
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DONNA D. WADE, CPA-TAX FEES 14,654 14,654   0
    LESS: FEES ALLOC TO 990-T 0 -2,931   0

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    JENIAM FOUNDATION
    EIN:
    62-1516244
    Category Amount
    NONE 0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JENIAM FOUNDATION
    EIN:
    62-1516244
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AUTOZONE, INC. STOCK 9,453 592,720

    TY 2020 InvestmentsOtherSchedule2
    Name:
    JENIAM FOUNDATION
    EIN:
    62-1516244
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GT EMERGING MARKETS, LP AT COST 1,487,156 2,660,960
    GT OFFSHORE FUND, LTD.-GTGH AT COST 2,487,119 5,475,803
    GT INTNATL EQUITY FND, LP AT COST 4,846,393 6,062,252
    GT US FUND, LP AT COST 3,218,197 6,041,969
    PALLADIAN PARTNERS IV, LLC AT COST 64,684 47,033
    PIMCO ALL ASSET FUND AT COST 713,035 741,610
    FIRST EAGLE GLOBAL FUND AT COST 1,140,365 1,490,484
    GT REAL PROPERTY HOLDINGS III, LLC AT COST 19,490 24,059
    PALLADIAN PARTNERS V-A, LLC AT COST 124,990 159,871
    GT REAL PROPERTY HOLDINGS IV AT COST 32,325 48,748
    GT OFFSHORE FUND, LTD.-GTP AT COST 4,189,750 6,058,683
    PALLADIAN PARTNERS VII-A, LP AT COST 227,585 385,681
    1607 CAPITAL PARTNERS BD FUND, LP AT COST 574,978 616,877
    GT SPECIAL OPPORTUNITIES III, LP AT COST 985,330 1,244,085
    VANGUARD TOTAL BOND FUND AT COST 170,607 181,535
    PALLADIAN PARTNERS VIII, LP AT COST 334,804 634,848
    GT REAL ASSETS II, LP AT COST 388,290 497,033
    GT ILS FUND, LP AT COST 51,807 32,539
    RCH ENERGY MLP FUND, LP AT COST 0 785
    PALLADIAN PARTNERS V, LLC AT COST 233,873 159,719
    PALLADIAN PARTNERS IX, LLC AT COST 322,942 435,240
    TEVA ESCROW AT COST 3,162 3,162
    GT CREDIT OPPORTUNITY FUND, LP AT COST 172,042 176,098
    GT REAL PROPERTY HOLDINGS II, LLC AT COST 0 19,785

    TY 2020 OtherExpensesSchedule
    Name:
    JENIAM FOUNDATION
    EIN:
    62-1516244
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES/EXPENSE 2,546 0   2,546
    PROFESSIONAL DUES/PUBLICATIONS 4,795 0   4,795
    INSURANCE EXPENSE 1,056 0   1,056
    BANK CHARGES & WIRE FEES 466 0   466
    GT US QP FUND, LP 60,966 60,966   0
    GT INTL EQUITY FUND, LP 75,346 75,346   0
    GT ILS FUND, LP 61 61   0
    PALLADIAN PARTNERS IV, LLC 996 996   0
    PALLADIAN PARTNERS V, LLC 8,677 8,677   0
    PALLADIAN PARTNERS V-A, LLC 8,690 8,690   0
    PALLADIAN PARTNERS VII-A, LP 10,278 10,278   0
    PALLADIAN PARTNERS VIII, LP 19,626 19,626   0
    PALLADIAN PARTNERS IX, LP 10,759 10,759   0
    GT REAL PROP HLDGS II, LLC 1,345 1,345   0
    GT REAL PROP HLDGS III, LLC 1,330 1,330   0
    GT REAL PROP HLDGS IV, LLC 1,286 1,286   0
    GT REAL ASSETS II, LP 28,811 28,811   0
    GT EMERGING MARKETS, LP 58,128 58,128   0
    GT SPECIAL OPPRTNTIES III LP 16,437 16,437   0
    1607 CAPITAL BOND FUND, LP 3,384 3,384   0
    GT CREDIT OPPORTUNITY FUND, LP 1,552 1,552   0
    RCH ENERGY MLP FUND, LP 364 364   0
    GT REAL PROP HOLDINGS IV LLC-NONDEDUCTIBLE EXP 73 0   0
    PALLADIAN PARTNERS IV, LLC-NONDEDUCTIBLE EXP 88 0   0
    PALLADIAN PARTNERS V, LLC-NONDEDUCTIBLE EXP 38 0   0
    PALLADIAN PARTNERS V-A, LLC-NONDEDUCTIBLE EXP 36 0   0
    PALLADIAN PARTNERS VII-A LP-NONDEDUCTIBLE EXP 152 0   0
    PALLADIAN PARTNRS VIII LP-NONDEDUCTIBLE EXP 291 0   0
    PALLADIAN PARTNRS IX LP-NONDEDUCTIBLE EXP 3 0   0
    GT REAL ASSETS II, LP-NONDEDUCTIBLE EXP 128 0   0
    GT SPECIAL OPPORTUNITIES III, LP-NONDEDUCTIBLE EXP 304 0   0
    RCH ENERGY MLP FUND, LP-NONDEDUCTIBLE EXP 40 0   0
    GT INTERNATIONAL EQUITY QP FUND, LP-NONDEDUCTIBLE EXP 296 0   0
    GT EMERGING MARKETS-NONDEDUCTIBLE EXP 126 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    JENIAM FOUNDATION
    EIN:
    62-1516244
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GT EMERGING MARKETS, LP-OTHER INCOME 12,883 12,932 12,883
    GT EMERGING MARKETS, LP-PORTFOLIO LOSS -9,846 -9,846 -9,846
    GT US QP FUND, LP-OTHER INCOME 317 1,800 317
    GT SPECIAL OPPRTNTIES III, LP-OTHER INCOME 428 428 428
    GT INTRNATL EQUITY QP FUND, PORTFOLIO INCOME 13,537 13,537 13,537
    GT INTRNATL EQUITY QP FUND-OTHER INCOME 253 253 253
    GTRP HOLDINGS II, LLC-ORDINARY LOSS -247 -6 -247
    GTRP HOLDINGS II, LLC-PORTFOLIO INCOME 5 5 5
    GTRP HOLDINGS III, LLC-ORDINARY LOSS -572 438 -572
    GTRP HOLDINGS IV, LLC-ORDINARY INCOME (LOSS) 802 -142 802
    PALLADIAN PARTNERS IV, LLC-ORDINARY INCOME -2,237 -7,070 -2,237
    PALLADIAN PARTNERS IV, LLC-ROYALTIES, PORTFOLIO -1,075 -1,075 -1,075
    PALLADIAN PARTNERS V, LLC-ORDINARY INCOME (LOSS) -2,817 278 -2,817
    PALLADIAN PARTNERS V, LLC-ROYALTIES, PORTFOLIO LOSS -527 -527 -527
    PALLADIAN PARTNERS V-A, LLC-ORDINARY INCOME (LOSS) -2,818 280 -2,818
    PALLADIAN PARTNERS V-A, LLC-ROYALTIES, PORTFOLIO -526 -526 -526
    PALLADIAN PARTNERS VII-A, LP-ORDINARY INCOME -1,929 -294 -1,929
    PALLADIAN PARTNERS VII-A, LP-ROYALTIES, PORTFOLIO 120 120 120
    PALLADIAN PARTNERS VIII, LP-ORDINARY INCOME (LOSS) 1,270 3,974 1,270
    PALLADIAN PARTNERS VIII, LP-ROYALTY, PORTFOLIO 298 298 298
    PALLADIAN PARTNERS IX, LP-ORDINARY INCOME (LOSS) -298 25 -298
    GT REAL ASSETS, LP-ORDINARY INCOME (LOSS) -9,486 -9,486 -9,486
    GT REAL ASSETS, LP-OTHER INCOME -12,281 0 -12,281
    GT REAL ASSETS, LP-ROYALTIES, PORTFOLIO 9,264 9,264 9,264
    GT CREDIT OPPRTNTY FUND, LP-OTHER INCOME (LOSS) -1,304 -1,527 -1,304
    RCH ENERGY MLP FUND, LP-PTP INCOME 6,269 0 6,269
    OTHER MISC INCOME   0  
    UBTI-PASS THROUGH PARTNERSHIPS 0 0 0


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    TY 2020 OtherNotesLoansRcvblLongSch
    Name:
    JENIAM FOUNDATION
    EIN:
    62-1516244

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    CAPITAL FOR CHANGE INC NONE 10,000 10,000 2020-01 2023-01   300.0000000000 % NONE GENERAL OPERATING   0

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JENIAM FOUNDATION
    EIN:
    62-1516244
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASA MANAGED ACCOUNT FEES 792 792   0
    REBECCA ELLER 705 0   705


    TY 2020 TaxesSchedule
    Name:
    JENIAM FOUNDATION
    EIN:
    62-1516244
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 11,035 331   10,704
    990-PF TAX PAYMENTS 7,000 0   0
    990-T TAX PAYMENTS 0 0   0
    TN TAXES 289 242   0
    ALLOCATED TO 990-T 0 -242   0
    GT REAL ASSETS II, LP-STATE TAXES 2 2   0
    PALLADIAN PARTNERS IV, LLC-STATE TAXES 294 294   0
    PALLADIAN PARTNERS V, LLC-STATE TAXES 85 85   0
    PALLADIAN PARTNERS V-A, LLC-STATE TAXES 80 80   0
    PALLADIAN PARTNERS VII-A, LP-STATE TAXES 501 501   0
    PALLADIAN PARTNERS VIII, LP-STATE TAXES 66 66   0
    GT REAL PROP HLDG III, LLC-STATE TAXES 74 74   0
    GT REAL PROP HLDG IV, LLC-STATE TAXES 57 57   0
    GT US QP FUND, LP-FOREIGN TAXES 415 415   0
    GT INTL EQUITY FUND, LP-FOREIGN TAXES 8,181 8,181   0
    GT EMERGING MARKETS, LP-FOREIGN TAXES 8,985 8,985   0
    GT REAL ASSETS II, LP-FOREIGN TAXES 86 86   0
    GT REAL PROP HLDG IV, LLC-FOREIGN TAXES 11 11   0
    PALLADIAN PARTNERS V, LLC-FOREIGN TAXES 10 10   0
    PALLADIAN PARTNERS V-A, LLC-FOREIGN TAXES 10 10   0
    PALLADIAN PARTNERS VII-A, LP-FOREIGN TAXES 126 126   0
    PALLADIAN PARTNERS VIII, LP-FOREIGN TAXES 20 20   0
    GT SPECIAL OPPORTUNITIES III, LP-FOREIGN TAXES 3,207 3,207   0
    1607 CAPITAL BOND FUND, LP-FOREIGN TAXES 34 34   0
    GT CREDIT OPPORTUNITY FUND, LP-FOREIGN TAXES 15 15   0
    RCH ENERGY MLP FUND, LP-FOREIGN TAXES 72 72   0