JEFFERSON FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON FAMILY PRIVATE FOUNDATION (EIN 46-3382285)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-07
IRS object ID
202203119349100910
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-07T11:18:23-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371611326PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARONSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 ROCKVILLE PIKE SUITE 600AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463382285EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFERSON FAMILY PRIVATE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEFFBusinessNameControlTxt
Phone3012134477PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 GARDEN GATE LANEAddressLine1Txt
CityUPPER MARLBOROCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20774ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonULYSESE JEFFERSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3012134477PhoneNum
Signature2022-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstULYSESEPersonFirstNm
Person LastJEFFERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK T GOSSART CPAPreparerPersonNm
PTINP00850688PTIN
Phone3012316200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,778,091FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$469,474ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$103,655DividendsRevAndExpnssAmt
Dividends Net Invst Incm$103,655DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$794,402NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,205,551GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$794,402CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,367,541TotalRevAndExpnssAmt
Total Net Invst Incm$898,067TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$47,323OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$47,323OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,595TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$52,918TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$47,323TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$455,295ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$455,295ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$508,213TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$47,323TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$455,295TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$859,328ExcessRevenueOverExpensesAmt
Net Investment Income$850,744NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$141,684CashBOYAmt
Cash EOY$231,037CashEOYAmt
Cash EOYFMV$231,037CashEOYFMVAmt
Corporate Stock BOY$2,953,519CorporateStockBOYAmt
Corporate Stock EOY$3,314,494CorporateStockEOYAmt
Corporate Stock EOYFMV$4,547,054CorporateStockEOYFMVAmt
Total Assets BOY$3,095,203TotalAssetsBOYAmt
Total Assets EOY$3,545,531TotalAssetsEOYAmt
Total Assets EOYFMV$4,778,091TotalAssetsEOYFMVAmt
Loans From Officers BOY$2,897LoansFromOfficersBOYAmt
Loans From Officers EOY$2,897LoansFromOfficersEOYAmt
Total Liabilities BOY$2,897TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,897TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,092,306RetainedEarningBOYAmt
Retained Earning EOY$3,542,634RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,092,306TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,542,634TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,095,203TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,545,531TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,092,306TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$859,328ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,951,634SubtotalAmt
Other Decreases$409,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,542,634TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO #9564P2021-01-012021-12-31$724,582$394,606$329,976$329,976
WELLS FARGO #9564P2020-01-012021-12-31$1,480,969$1,016,543$464,426$464,426
FieldValueIRS element (for citing)
Capital Gain Net Income$794,402CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,825InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,825SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,825TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$225TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksULYSESE JEFFERSONIndividualWithBooksNm
Phone3012134477PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 GARDEN GATE LANEAddressLine1Txt
CityUPPER MARLBOROCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20774ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonULYSESE JEFFERSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 GARDEN GATE LANEAddressLine1Txt
CityUPPER MARLBOROCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20774ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,195,748AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,566AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,319,314TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,319,314AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64,790CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,254,524NetVlNoncharitableAssetsAmt
Minimum Investment Return$212,726MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$212,726MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,825TaxBasedOnInvestmentIncomeAmt
Total Tax$11,825TotalTaxAmt
Distributable Before Adj$200,901DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$200,901DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$200,901DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$455,295ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$455,295QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$200,901DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$39,921ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$107,917ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$112,308ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,778ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$84,948ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$348,872TotalExcessDistributionCyovAmt
Qualifying Distributions$455,295QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$200,901AppliedToCurrentYearAmt
Remaining Distri From Corpus$254,394RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$603,266TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$39,921ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$563,345ExcessDistriCyovToNextYrAmt
Excess From Year4$107,917ExcessFromYear4Amt
Excess From Year3$112,308ExcessFromYear3Amt
Excess From Year2$3,778ExcessFromYear2Amt
Excess From Year1$84,948ExcessFromYear1Amt
Excess From Current Year$254,394ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerULYSESE JEFFERSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN LEGION
700 N PENNSYLVANIA ST PO BOX 1055INDIANAPOLISIN46206NONEPCGENERAL OPERATING SUPPORT$3,500
QUEEN'S CHAPEL UNITED METHODIST CHURCH
7410 OLD MUIRKIRK RDBELTSVILLEMD20705NONEPCGENERAL OPERATING SUPPORT$444,395
TAYLOR COUNTY LEADERSHIP COUNCIL
1201 W MARTIN LUTHER KING BLVDPERRYFL32348NONEPCGENERAL OPERATING SUPPORT$3,900
THE NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
4805 MT HOPE DRIVEBALTIMOREMD21215NONEPCGENERAL OPERATING SUPPORT$1,000
SENIOR LIVING FOUNDATION
1620 L STREET NWWASHINGTONDC20036NONEPCGENERAL OPERATING SUPPORT$1,500
SCHOMBURG CENTER FOR RESEARCH IN BLACK CULTURE
515 MALCOLM X BLVDNEW YORKNY10037NONEPCGENERAL OPERATING SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$455,295TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$103,655ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$794,402ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$898,067ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$898,067TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
ULYSESE JEFFERSON
1201 GARDEN GATE LANEUPPER MARLBOROMD20774$213,084Yes (X)
ULYSESE JEFFERSON
2201 GARDEN GATE LANEUPPER MARLBOROMD20774$256,390Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmt
11200 APPLE SHARES$213,084
21000 LOWES SHARES$256,390

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO #1567StockNm
EOY Book Value$3,314,494EOYBookValueAmt
EOYFMV$4,547,054EOYFMVAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonULYSESE JEFFERSONLenderPersonNm
TitleTRUSTEETitleTxt
Loan Original$2,897LoanOriginalAmt
Loan PurposePAYMENT OF ACCOUNTING FEESLoanPurposeTxt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON CONTRIBUTED SECURITIESDesc
Amt$409,000Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$47,323Amt
Net Investment Income$47,323NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,595$0$0
EXCISE TAXES$4,000$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.