THE ANNE JEFFREY WRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ANNE JEFFREY WRIGHT FAMILY FOUNDATION (EIN 38-7212656)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-15
- IRS object ID
- 202432289349100323
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T14:14:07-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263459972 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYPRESS TAX ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3477 SE WILLOUGHBY BLVD STE 101 | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 349945061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 387212656 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANNE JEFFREY WRIGHT FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION DATED 10/30/18 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 4848002114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 BELMONT AVE | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE J WRIGHT | PersonNm |
| Person Title | TRUSTEE & DIRECTOR | PersonTitleTxt |
| Phone | 4848002114 | PhoneNum |
| Signature | 2024-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID C SMITH CPA | PreparerPersonNm |
| PTIN | P00028021 | PTIN |
| Phone | 7727816455 | PhoneNum |
| Preparation | 2024-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,288,682 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $61,416 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,631 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,043 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $64,377 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,015 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$314 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $142,791 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,100 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $139 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $139 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,947 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,947 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,241 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,241 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $446 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $446 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,322 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $985 | CashBOYAmt |
| Cash EOY | $22,499 | CashEOYAmt |
| Cash EOYFMV | $22,499 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $4,368 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,368 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,078,439 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,261,815 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,261,815 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,079,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,288,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,288,682 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,079,424 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,288,682 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,079,424 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,288,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,079,424 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,288,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,079,424 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,013 | ExcessRevenueOverExpensesAmt |
| Other Increases | $137,657 | OtherIncreasesAmt |
| Subtotal | $1,293,094 | SubtotalAmt |
| Other Decreases | $4,412 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,288,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 21.629 VANGUARD WINDSOR ADM | P | 2018-10-30 | 2023-12-19 | $1,557 | $1,515 | $42 | $42 |
| 41.371 VANGUARD WINDSOR ADM | P | 2018-10-30 | 2023-12-19 | $2,978 | $2,897 | $81 | $81 |
| 737 VANGUARD WINDSOR ADM | P | 2018-10-30 | 2023-12-19 | $53,055 | $53,055 | $53,055 | |
| JEFFREY LLC | P | 2022-12-31 | 2023-12-31 | $3,950 | -$3,950 | -$3,950 | |
| JEFFREY LLC | P | 2022-12-30 | 2023-12-31 | $4,492 | $4,492 | $4,492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,015 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,950 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $991 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $991 | SubtotalAmt |
| Tax Based On Investment Income | $991 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $1,010 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANNE J WRIGHT | IndividualWithBooksNm |
| Phone | 4848002114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 BELMONT AVE | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE J WRIGHT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 BELMONT AVE | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE & DI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,170,127 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,182,562 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,182,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,164,824 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $991 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $991 | TotalTaxAmt |
| Distributable Before Adj | $57,250 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,250 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,250 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $60,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,250 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,012 | UndistributedIncomePYAmt |
| Qualifying Distributions | $60,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,012 | AppliedToYear1Amt |
| Applied To Current Year | $15,988 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $41,262 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BETHESDA PROJECT | ||||||
| 1630 SOUTH STREET | PHILADELPHIA | PA | 19146 | NONE | HOMELESS SUPPORT SVCS | $15,000 |
| PHILABUNDANCE | ||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | NONE | HUNGER RELIEF | $15,000 |
| PROJECT HOME | ||||||
| 1515 FAIRMOUNT AVE | PHILADELPHIA | PA | 19130 | NONE | HOME SUPPORT SVCS | $15,000 |
| SAVAGE SISTERS | ||||||
| 3115 KENSIGNTON AVE | PHILADELPHIA | PA | 19134 | NONE | FOOD CLOTHES & MEDICAL CARE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,631 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,043 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,015 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIPS | Desc |
| Related Or Exempt Function Incm | -$314 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $81,689 | ExclusionAmt |
| Related Or Exempt Function Incm | -$314 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,375 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANNE JEFFREY WRIGHT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 BELMONT AVE | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $61,416 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 800 SHS VANGUARD WINDSOR | NoncashPropertyDesc |
| Fair Market Value | $61,416 | FairMarketValueAmt |
| Received | 2023-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MAIN LINE ACCOUNTING | CategoryTxt |
| Amt | $139 | Amt |
| Net Investment Income | $139 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 7307 UNITS-JEFFREY LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,261,815 | BookValueAmt |
| EOYFMV | $1,261,815 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS OF SHS RECEIVED | Desc |
| Amt | $4,412 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| JEFFREY LLC | $446 | $446 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | -$314 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPR OF INVESTMENTS | Desc |
| Amt | $137,657 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JEFFREY LLC ADVISORY FEES | CategoryTxt |
| Amt | $4,947 | Amt |
| Net Investment Income | $4,947 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $320 | $320 |
| JEFFREY LLC FOREIGN TAXES | $921 | $921 |
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