Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$31,300,928
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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 384,620 379,692  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,424,598
b Gross sales price for all assets on line 6a 2,380,351
7 Capital gain net income (from Part IV, line 2)... 1,422,825
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)....... 70,615 54,357  
12 Total. Add lines 1 through 11........ 1,879,833 1,856,874  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 140,575 4,217   136,358
14 Other employee salaries and wages...... 14,989 0   14,989
15 Pension plans, employee benefits....... 36,190 1,086   35,104
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 27,400 21,920   0
c Other professional fees (attach schedule).... 7,069 0   7,069
17 Interest............... 27,661 27,661   0
18 Taxes (attach schedule) (see instructions)... 172,642 36,846   12,064
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 4,896 0   4,896
21 Travel, conferences, and meetings....... 2,426 0   2,426
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 377,375 323,841   44,664
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 811,223 415,571   257,570
25 Contributions, gifts, grants paid....... 1,389,020 1,389,020
26 Total expenses and disbursements. Add lines 24 and 25 2,200,243 415,571   1,646,590
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -320,410
b Net investment income (if negative, enter -0-) 1,441,303
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 720,523 250,826 250,826
2 Savings and temporary cash investments......... 197,562 19,846 19,846
3 Accounts receivable right arrow1,250,000
Less: allowance for doubtful accounts right arrow   350,000 1,250,000 1,250,000
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow10,000
Less: allowance for doubtful accounts right arrow0 10,000 Click to see attachment
List of Attached Documents:
// Content
10,000
10,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,144 Click to see attachment
List of Attached Documents:
// Content
6,144
801,509
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,229,665 Click to see attachment
List of Attached Documents:
// Content
22,656,668
28,968,747
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,513,894 24,193,484 31,300,928
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)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 24,513,894 24,193,484
29 Total net assets or fund balances (see instructions)..... 24,513,894 24,193,484
30 Total liabilities and net assets/fund balances (see instructions). 24,513,894 24,193,484
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
24,513,894
2
Enter amount from Part I, line 27a .....................
2
-320,410
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
24,193,484
5
Decreases not included in line 2 (itemize) right arrow
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
24,193,484
Form 990-PF (2022)
Form 990-PF (2022)
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 LTCG-GT INTERNATNL EQUITY QP FUND LP P   2022-12-31
b STCL-GT PRIVATE EQUITY X-A LP P   2022-12-31
c LTCL-GT PRIVATE EQUITY X-A LP P   2022-12-31
d STCG-PALLADIAN PARTNERS IX, LP P   2022-12-31
e LTCG-PALLADIAN PARTNERS IX, LP P   2022-12-31
LTCL-PALLADIAN PARTNERS V, LLC P   2022-12-31
LTCL-PALLADIAN PARTNERS V-A, LLC P   2022-12-31
SEC 1231-PALLADIAN PARTNERS IX, LP P   2022-12-31
SEC 1256-GT EMERGING MARKETS QP LP P   2022-12-31
STCL-PALLADIAN PARTNERS VII-A, LP P   2022-12-31
SEC 1256-PALLADIAN PARTNERS VII-A, LP P   2022-12-31
SEC 1231-PALLADIAN PARTNERS VII-A, LP P   2022-12-31
STCG-PALLADIAN PARTNERS VIII, LP P   2022-12-31
LTCG-PALLADIAN PARTNERS VIII, LP P   2022-12-31
SEC 1231-PALLADIAN PARTNERS VIII, LP P   2022-12-31
GT REAL PROPERTY III, LLC-GAIN ON TERMINATION P   2022-12-31
GT REAL PROPERTY II, LLC-GAIN ON TERMINATION P   2022-12-31
LTCG-PALLADIAN PARTNERS VII-A, LP P   2022-12-31
GT OFFSHORE A FUND P   2022-12-31
LTCG-GT EMERGING MARKETS QP LP P   2022-12-31
SEC 1231 -GT REAL ASSETS II LP P   2022-12-31
LTCG-GT SPECL OPPORTUNITIES III LP P   2022-12-31
LTCG-PALLADIAN PTRS IV LLC P   2022-12-31
LTCL-1607 CAPITAL BOND FUND LP P   2022-12-31
LTCL-GT CREDIT OPPORTUNITY FUND LP P   2022-12-31
LTCL-LIQUIDATION OF PALLADIAN PTRS IV LLC P   2022-12-31
SEC 1256-GT CREDIT OPPORTUNITY FUND LP P   2022-12-31
SEC 1256-GT INTERNATNL EQUITY QP FUND LP P   2022-12-31
STCG-GT EMERGING MARKETS QP LP P   2022-12-31
STCG-GT INTERNATNL EQUITY QP FUND LP P   2022-12-31
STCL-GT CREDIT OPPORTUNITY FUND LP P   2022-12-31
STCL-GT SPECL OPPORTUNITIES III LP P   2022-12-31
1,863.117 FIRST EAGLE GLOBAL P 2006-12-13 2022-02-25
SCHWAB #4186 CAPITAL GAIN DISTRIBUTIONS P   2022-12-31
SEC 1256-GTUS QP FUND LP P   2022-12-31
STCG-GT REAL ASSETS II LP P   2022-12-31
LTCG-GT REAL ASSETS II LP P   2022-12-31
STCL-1607 CAPITAL BOND FUND LP P   2022-12-31
GT OFFSHORE B FUND P   2022-12-31
(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 166,711     166,711
b     120 -120
c     5,604 -5,604
d 6,908     6,908
e 146,323     146,323
    6,130 -6,130
    5,957 -5,957
57     57
1,368     1,368
    10 -10
    11 -11
    1,513 -1,513
1,340     1,340
84,817   2,234 82,583
2,750     2,750
16,981     16,981
18,021     18,021
3,673     3,673
1,250,000   703,410 546,590
84,555     84,555
22,680     22,680
748     748
12     12
    13,250 -13,250
    148 -148
    3,089 -3,089
11,697     11,697
22,134     22,134
135,760     135,760
2,762     2,762
    10,700 -10,700
    40 -40
120,000   84,995 35,005
56,793     56,793
    3,494 -3,494
8,854     8,854
19,578     19,578
    6,615 -6,615
195,829   110,206 85,623
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       166,711
b       -120
c       -5,604
d       6,908
e       146,323
      -6,130
      -5,957
      57
      1,368
      -10
      -11
      -1,513
      1,340
      82,583
      2,750
      16,981
      18,021
      3,673
      546,590
      84,555
      22,680
      748
      12
      -13,250
      -148
      -3,089
      11,697
      22,134
      135,760
      2,762
      -10,700
      -40
      35,005
      56,793
      -3,494
      8,854
      19,578
      -6,615
      85,623
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 1,422,825
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 20,034
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 20,034
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 20,034
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 53,354
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 53,354
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 33,320
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow33,320 Refundedright arrow 11 0
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTN, 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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowN/A
14
The books are in care ofright arrowHUGH KILLIN III Telephone no.right arrow (203) 304-1762

Located atright arrowPO BOX 3128NEWTOWNCT ZIP+4right arrow06470
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
140,575 36,190 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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
3,350,234
b
Average of monthly cash balances.......................
1b
686,613
c
Fair market value of all other assets (see instructions)................
1c
28,513,808
d
Total (add lines 1a, b, and c).........................
1d
32,550,655
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
32,550,655
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
488,260
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
32,062,395
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,603,120
Part X
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 IX, line 6..................
1
1,603,120
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
20,034
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,034
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,583,086
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,583,086
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 XII, line 1 ...
7
1,583,086
Part XI
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
1,646,590
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,646,590
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,583,086
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 349,109
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,646,590
a Applied to 2021, but not more than line 2a 349,109
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 2022 distributable amount..... 1,297,481
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
285,605
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 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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 SETTING UP PRIVATE INVESTMENTS IN CONSERVATION STRATEGIES #2 50,000

ANIMAL HUMANE NEW MEXICO

615 VIRGINIA STREET SE
ALBUQUERQUE,NM87108
N/A PC SAFETY NET PROGRAM, PET HEALTH FAIRS 68,500

ARTS COUNCIL OF GREAT NEW HAVEN

70 AUDUBON ST 2A
NEW HAVEN,CT06510
N/A PC REIMAGINING NEW HAVEN IN THE ERA OF CLIMATE CHANGE 5,000

AUDUBON CONNECTICUT

613 RIVERSVILLE ROAD
GREENWICH,CT06831
N/A PC VOLUNTEER COORDINATOR, COASTAL RANGERS 106,000

BECAUSE 4 PAWS

10 PROSPECT HILL ROAD
NEW MILFORD,CT06776
N/A PC GENERAL SUPPORT, VETERINARY EXPENSES 10,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON ROAD PO BOX 567
KANAB,UT84741
N/A PC NETWORK STRATEGIES FY22, NEW STRATEGY DEVELOPMENT FOR FL 135,000

CATHERINE VIOLET HUBBARD FOUNDATION

8 COMMERCE ROAD
NEWTOWN,CT06470
N/A PC SENIOR PAWS PROJECT 5,000

CITIZENS CAMPAIGN FUND FOR THE ENVIRONMENT

225 MAIN STREET SUITE 2
FARMINGTON,NY11735
N/A PC EDUCATIONAL TRIP EXPENSES, CAC MEMBERSHIP COORDINATOR POSITIONS #1 & #2 13,000

CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS

670 CLINTON AVENUE
BRIDGEPORT,CT06650
N/A PC ANNUAL APPEAL MATCH 20,000

CT COUNCIL ON PHILANTHROPY

75 CHARTER OAK AVENUE SUITE 1-205
HARTFORD,CT06106
N/A PC LEADERSHIP FUND 500

CYRENIUS H BOOTH LIBRARY NEWTOWN

25 MAIN STREET
NEWTOWN,CT06470
N/A PC VOLUNTEER SOFTWARE PROJECT 3,000

EARTHPLACE

PO BOX 165
WESTPORT,CT06881
N/A PC GENERAL SUPPORT AND PLANNING 40,000

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, STRUCTURAL ENGINEER CONSULTATION 3,000

EXPONENT PHILANTHROPY

1720 N ST NW
WASHINGTON,DC20036
N/A PC GENERAL OPERATING SUPPORT 750

FAIRFIELD COUNTY'S COMMUNITY FOUNDATION

40 RICHARDS AVENUE
NORWALK,CT06854
N/A PC GIVING DAY 5,000

FIRST PRESBYTERIAN CHURCH OF NEW CANAAN

178 OENOKE RIDGE
NEW CANAAN,CT06840
N/A PC GENERAL OPERATING & REFUGEE SUPPORT 25,000

FLANDERS NATURE CENTER & LAND TRUST

596 FLANDERS ROAD
WOODBURY,CT06798
N/A PC RESEARCH PROGRAM DEVELOPMENT 7,500

FRIENDS OF EDMOND TOWN HALL

45 MAIN STREET
NEWTOWN,CT06470
N/A PC UPGRADE WIRING, INSURANCE NEEDS 10,750

FRIENDS OF NEWTOWN SENIORS

PO BOX 413
NEWTOWN,CT06470
N/A PC GENERAL OPERATING SUPPORT 500

FUTURE 5

135 ATLANTIC STREET
STAMFORD,CT06901
N/A PC GENERAL OPERATING SUPPORT 1,000

GLOBAL FOREST GENERATION

200 CHAMBERS STREET
NEW YORK,NY10007
N/A PC GENERAL OPERATING SUPPORT 25,000

GROUNDWORK BRIDGEPORT INC

1001 MAIN ST UNIT 20
BRIDGEPORT,CT06604
N/A PC MARKETING & COMMUNICATIONS ASSOCIATE GRANT #2 25,000

HORIZONS NATIONAL

120 POST ROAD WEST SUITE 202
WESTPORT,CT06880
N/A PC GROWTH PLANNING PROJECTS 41,500

JUST WORLD INTERNATIONAL

3206 OLD HAMPTON DRIVE
WELLINGTON,FL33414
N/A PC GENERAL OPERATING SUPPORT 5,000

KENT LAND TRUST INC

170 KENT ROAD
KENT,CT06757
N/A PC AMBASSADODR PROGRAM PLANNING 500

KIDS EMPOWERED BY YOUR SUPPORT

PO BOX 532
NEW CANAAN,CT06840
N/A PC GENERAL OPERATING SUPPORT 10,000

LONG ISLAND COMMUNITY FOUNDATION

900 WALT WHITMAN ROAD 205
MELVILLE,NY11747
N/A PC STEWARDSHIP FUND 150,000

MARITIME AQUARIUM AT NORWALK

10 N WATER STREET
NORWALK,CT06854
N/A PC STRATEGIC CONSERVATION PLANNING 15,000

MASSARO COMMUNITY FARM INC

41 FORD ROAD
WOODBRIDGE,CT06525
N/A PC GENERAL OPERATING SUPPORT 2,500

MISC AMOUNTS PASSED THRU FROM PARTNERSHIPS

ONE COMMERCE SQUARE SUITE 1900
MEMPHIS,TN38103
N/A PC TOTAL CONTRIBUTIONS PASSED THRU FROM INVESTMENT PARTNERSHIPS 20

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET 11TH FLOOR
NEW YORK,NY10011
N/A PC GENERAL OPERATING SUPPORT 10,000

NEW CANAAN CHAMBER MUSIC INC

PO BOX 193
NEW CANAAN,CT06840
N/A PC GENERAL OPERATING SUPPORT 15,000

NEW CANAAN COMMUNITY FOUNDATION

111 CHERRY STREET
NEW CANAAN,CT06840
N/A PC FRIENDS OF BRISTOW BIRD RESERVE FUND #3/5 20,000

NEW CANAAN HISTORICAL SOCIETY

13 OENOKE RIDGE
NEW CANAAN,CT06840
N/A PC PROMOTIONAL MATERIALS 5,000

NEW CANAAN LIBRARY

151 MAIN STREET
NEW CANAAN,CT06840
N/A PC CAPITAL CAMPAIGN GRANT #3/3 50,000

NEW MEXICO WILDERNESS ALLIANCE INC

PO BOX 25464
ALBUQUERQUE,NM87125
N/A PC GENERAL OPERATING SUPPORT 40,000

NEWTOWN FOREST ASSOCIATION INC

55 GREAT HILL ROAD
NEWTOWN,CT06470
N/A PC EXECUTIVE DIRECTOR SALARY #2 37,500

NEWTOWN HISTORICAL SOCIETY

PO BOX 189
NEWTOWN,CT06470
N/A PC GENERAL OPERATING SUPPORT 500

NEWTOWN-SANDY HOOK COMMUNITY FOUNDATION INC

PO BOX 640
NEWTOWN,CT06470
N/A PC GENERAL OPERATING SUPPORT & CHALLENGE GRANT 66,000

NORTH AMERICAN BUTTERFLY ASSOCIATION

4 DELAWARE ROAD
MORRISTON,NJ07960
N/A PC GENERAL OPERATING SUPPORT 5,000

NTS FOUNDATION USA

4 S MARKET ST 4TH FLOOR
BOSTON,MA02109
N/A PC BEN LAWERS INTERPRETATION PROJECT #1/2 30,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC20090
N/A PC GENERAL OPERATING SUPPORT 10,000

PURPLE MARTIN CONSERVATION ASSOCIATION

301 PENINSULA DRIVE SUITE 6
ERIE,PA16505
N/A PC RESEARCH COLLABORATION IN NW CORNER OF CT 24,000

REAL FOOD CT

171 HUNTINGTOWN ROAD
NEWTOWN,CT06470
N/A PC GENERAL OPERATING SUPPORT 2,500

SAVE THE SOUND

127 CHURCH ST 2ND FLOOR
NEW HAVEN,CT06510
N/A PC ECOLOGICAL RESTORATION CAPACITY BUILDING #2 50,000

SHARON AUDUBON CENTER

325 CORNWALL BRIDGE ROAD
SHARON,CT06069
N/A PC AMBASSADOR PROGRAM PLANNING 500

STAMFORD SYMPHONY ORCHESTRA

263 TRESSER BLVD
STAMFORD,CT06901
N/A PC GENERAL OPERATING SUPPORT 75,000

STEPPING STONES MUSEUM FOR CHILDREN

303 WEST AEVENUE
NORWALK,CT06850
N/A PC GENERAL OPERATING SUPPORT 5,000

SUMMER THEATRE OF NEW CANAAN

70 PINE STREET
NEW CANAAN,CT06840
N/A PC GENERAL OPERATING SUPPORT 15,000

TOWN OF NEWTOWN CT

3 PRIMROSE STREET
NEWTOWN,CT06470
N/A PC GATHERING SPACE AT FAIRFIELD HILLS 5,000

VILLALOBOS RESCUE CENTER

4531 N CLAIBORNE AVENUE
NEW ORLEANS,LA70117
N/A PC GENERAL OPERATING SUPPORT 5,000

WAVENY PARK CONSERVANCY

677 SOUTH AVENUE
NEW CANAAN,CT06840
N/A PC EXECUTIVE DIRECTOR POSITION #1, MEADOW 2022 #1 55,000

WOLF CONSERVATION CENTER

PO BOX 421
SOUTH SALEM,NY10590
N/A PC GENERAL OPERATING SUPPORT, CAPITAL CAMPAIGN 59,000
Total .................................right arrow 3a 1,389,020
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 .... 900099 415 14 379,692 4,513
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 .....   16,258 14 54,357  
8 Gain or (loss) from sales of assets other than
inventory ............
  1,773 18 1,422,825  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 18,446 1,856,874 4,513
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,879,833
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 $4,513
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 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 27,400 27,400   0
LESS: FEES ALLOC TO 990-T 0 -5,480   0

TY 2022 AllOthProgRltdInvestmentsSch
Name:
JENIAM FOUNDATION
EIN:
62-1516244
Category Amount
NONE 0

TY 2022 InvestmentsCorpStockSchedule
Name:
JENIAM FOUNDATION
EIN:
62-1516244
Name of Stock End of Year Book Value End of Year Fair Market Value
AUTOZONE, INC. STOCK 6,144 801,509

TY 2022 InvestmentsOtherSchedule2
Name:
JENIAM FOUNDATION
EIN:
62-1516244
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD S&P 500 ETF AT COST 500,268 535,442
TEVA ESCROW AT COST 3,162 3,162
GT REAL PROPERTY HOLDINGS IV AT COST 8,000 38,566
PALLADIAN PARTNERS V-A, LLC AT COST 9,256 16,782
PALLADIAN PARTNERS V, LLC AT COST 118,448 16,928
GT PRIVATE EQUITY X-A, LP AT COST 306,559 311,890
PALLADIAN PARTNERS VII-A, LP AT COST 149,252 293,930
GT CREDIT OPPORTUNITY FUND, LP AT COST 97,707 95,966
VANGUARD TOTAL BOND FUND AT COST 308,512 262,576
GT REAL ASSETS II, LP AT COST 382,215 636,148
PALLADIAN PARTNERS VIII, LP AT COST 296,445 537,494
GT BIOTECH FUND, LP AT COST 777,841 755,192
PALLADIAN PARTNERS IX, LLC AT COST 549,564 859,930
1607 CAPITAL PARTNERS BD FUND, LP AT COST 614,966 523,575
PIMCO ALL ASSET FUND AT COST 863,278 758,294
GT SPECIAL OPPORTUNITIES III, LP AT COST 1,009,943 1,009,415
FIRST EAGLE GLOBAL FUND AT COST 1,219,020 1,459,045
GT EMERGING MARKETS, LP AT COST 1,945,378 1,797,180
GT OFFSHORE FUND, LTD.-GTGH AT COST 2,646,276 4,686,513
GT US FUND, LP AT COST 2,575,471 2,914,085
GT OFFSHORE FUND, LTD.-GTP AT COST 3,382,534 6,120,378
GT INTNATL EQUITY FND, LP AT COST 4,892,573 5,336,256

TY 2022 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/F&F 3,995 0   3,995
PROFESSIONAL DUES/PUBLICATIONS 5,065 0   5,065
INSURANCE EXPENSE 2,424 0   2,424
REPAIRS & MAINTENANCE 300 0   300
OFFICE SOFTWARE/INTERNET 32,734 0   32,734
BANK CHARGES & WIRE FEES 146 0   146
GT REAL ASSETS II, LP-NONDEDUCTIBLE EXP 14 0   0
PALLADIAN PARTNERS VII-A LP-NONDEDUCTIBLE EXP 15 0   0
PALLADIAN PARTNRS IX LP-NONDEDUCTIBLE EXP 63 0   0
PALLADIAN PARTNRS VIII LP-NONDEDUCTIBLE EXP 63 0   0
GT INTERNATIONAL EQUITY QP FUND, LP-NONDEDUCTIBLE EXP 324 0   0
GT SPECIAL OPPRTNTIES III, LP-NONDEDUCTIBLE EXP 492 0   0
GT REAL PROP HLDGS IV, LLC 549 549   0
PALLADIAN PARTNERS IV, LLC 774 774   0
GT REAL PROP HLDGS III, LLC 1,159 1,159   0
PALLADIAN PARTNERS V, LLC 1,384 1,384   0
PALLADIAN PARTNERS V-A, LLC 1,461 1,461   0
GT REAL PROP HLDGS II, LLC 2,786 2,786   0
1607 CAPITAL BOND FUND, LP 3,263 3,263   0
GT CREDIT OPPORTUNITY FUND, LP 5,335 5,335   0
GT SPECIAL OPPRTNTIES III LP 8,877 8,877   0
GT BIOTECH FUND, LP 10,594 10,594   0
PALLADIAN PARTNERS VII-A, LP 11,811 10,870   0
GT PRIVATE EQUITY X-A, LP 14,966 14,966   0
PALLADIAN PARTNERS IX, LP 17,840 17,840   0
PALLADIAN PARTNERS VIII, LP 22,665 15,707   0
GT REAL ASSETS II, LP 22,717 22,717   0
GT INTL EQUITY FUND, LP 60,996 60,996   0
GT US QP FUND, LP 61,822 61,822   0
GT EMERGING MARKETS, LP 82,741 82,741   0


TY 2022 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 296 296 296
PALLADIAN PARTNERS VIII, LP-ORDINARY INCOME 8,710 0 8,710
PALLADIAN PARTNERS VIII, LP-ORDINARY INCOME 595 595 595
PALLADIAN PARTNERS VIII, LP-ROYALTY, PORTFOLIO 1,848 1,848 1,848
PALLADIAN PARTNERS IX, LLC-PORTFOLIO INCOME -146 -146 -146
PALLADIAN PARTNERS IX, LP-ORDINARY LOSS -2,760 -2,760 -2,760
PALLADIAN PARTNERS IX, LP-ORDINARY LOSS -13,827 0 -13,827
GT REAL ASSETS, LP-ORDINARY LOSS -37,080 -37,080 -37,080
PALLADIAN PARTNERS VII-A, LP-PORTFOLIO INCOME 42 42 42
PALLADIAN PARTNERS VII-A, LP-ORDINARY INCOME 495 495 495
PALLADIAN PARTNERS VII-A, LP-ORDINARY INCOME 2,244 0 2,244
GT CREDIT OPPRTNTY FUND, LP-OTHER INCOME 1,375 1,375 1,375
GT BIOTECH FUND, LP-OTHER INCOME 661 661 661
GT BIOTECH FUND, LP-OTHER LOSS -83 0 -83
GT BIOTECH FUND, LP-PORTFOLIO INCOME 32 32 32
GT PRIVATE EQUITY X-A, LP-PORTFOLIO LOSS -14 -14 -14
GT PRIVATE EQUITY X-A, LP-OTHER LOSS -457 0 -457
GT PRIVATE EQUITY X-A, LP-OTHER INCOME 725 725 725
GT REAL ASSETS, LP-OTHER INCOME 10,626 0 10,626
PALLADIAN PARTNERS V LLC-ORDINARY INCOME 71 71 71
PALLADIAN PARTNERS V LLC-ORDINARY INCOME 5,728 0 5,728
PALLADIAN PARTNERS V-A, LLC-ORDINARY INCOME 25 25 25
PALLADIAN PARTNERS V-A, LLC-ORDINARY INCOME 5,770 0 5,770
GT CREDIT OPPRTNTY FUND, LP-PORTFOLIO INCOME 100 100 100
GT EMERGING MARKETS, LP-PORTFOLIO INCOME 35,210 35,210 35,210
GT US QP FUND, LP-OTHER INCOME 1,696 1,696 1,696
GT US QP FUND, LP-PORTFOLIO INCOME 880 880 880
GT US QP FUND, LP-OTHER LOSS -2,022 0 -2,022
GT SPECIAL OPPRTNTIES III, LP-OTHER INCOME 1,046 1,046 1,046
GT INTRNATL EQUITY QP FUND, PORTFOLIO INCOME 28,386 28,386 28,386
GT INTRNATL EQUITY QP FUND-OTHER INCOME 611 611 611
GTRP HOLDINGS II, LLC-ORDINARY INCOME 113 113 113
GTRP HOLDINGS IV, LLC-ORDINARY LOSS -1,885 -1,885 -1,885
GTRP HOLDINGS IV, LLC-ORDINARY LOSS -431 0 -431
PALLADIAN PARTNERS IV, LLC-ORDINARY INCOME 1 1 1
PALLADIAN PARTNERS IV, LLC-PORTFOLIO INCOME -12 -12 -12
GTRP HOLDINGS III, LLC-ORDINARY INCOME 47 47 47
GT REAL ASSETS, LP-ROYALTIES, PORTFOLIO 21,999 21,999 21,999


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TY 2022 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 2022 OtherProfessionalFeesSchedule
Name:
JENIAM FOUNDATION
EIN:
62-1516244
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ASA MANAGED ACCOUNT FEES 3,461 0   3,461
M3 TECHNOLOGY CONSULTANTS 3,608 0   3,608


TY 2022 TaxesSchedule
Name:
JENIAM FOUNDATION
EIN:
62-1516244
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 11,901 323   11,578
990-PF TAX PAYMENTS 62,000 0   0
990-T TAX PAYMENTS 49,292 0   0
TN TAXES 12,440 12,440   0
ALLOCATED TO 990-T 0 -12,440   0
OTHER TAXES 486 0   486
GT REAL ASSETS II, LP-STATE TAXES 142 142   0
PALLADIAN PARTNERS IV, LLC-STATE TAXES 32 32   0
PALLADIAN PARTNERS V-A, LLC-STATE TAXES 4 4   0
PALLADIAN PARTNERS VII-A, LP-STATE TAXES 47 47   0
PALLADIAN PARTNERS IX, LP-STATE TAXES 1,500 1,500   0
GT REAL PROP HLDG III, LLC-STATE TAXES 169 169   0
GT REAL PROP HLDG IV, LLC-STATE TAXES 2 2   0
GT US QP FUND, LP-FOREIGN TAXES 5,936 5,936   0
GT INTL EQUITY FUND, LP-FOREIGN TAXES 16,567 16,567   0
GT EMERGING MARKETS, LP-FOREIGN TAXES 6,850 6,850   0
GT REAL ASSETS II, LP-FOREIGN TAXES 370 370   0
PALLADIAN PARTNERS V, LLC-FOREIGN TAXES 12 12   0
PALLADIAN PARTNERS V-A, LLC-FOREIGN TAXES 12 12   0
PALLADIAN PARTNERS VII-A, LP-FOREIGN TAXES 65 65   0
PALLADIAN PARTNERS VIII, LP-FOREIGN TAXES 39 39   0
PALLADIAN PARTNERS IX, LLC-FOREIGN TAXES 1,027 1,027   0
GT SPECIAL OPPORTUNITIES III, LP-FOREIGN TAXES 3,739 3,739   0
GT CREDIT OPPORTUNITY FUND, LP-FOREIGN TAXES 8 8   0
GT BIOTECH FUND, LP-FOREIGN TAXES 2 2   0