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THE ANNE JEFFREY WRIGHT FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE ANNE JEFFREY WRIGHT FAMILY FOUNDATION (EIN 38-7212656)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-08
IRS object ID
202132819349100223
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-08T15:25:42-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263459972PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CYPRESS TAX ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13477 SE WILLOUGHBY BLVD STE 101AddressLine1Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP349945061ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN387212656EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANNE JEFFREY WRIGHT FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION DATED 10/30/18BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANNEBusinessNameControlTxt
Phone4848002114PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12950 BELMONT AVEAddressLine1Txt
CityARDMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE J WRIGHTPersonNm
Person TitleTRUSTEE & DIRECTORPersonTitleTxt
Phone4848002114PhoneNum
Signature2021-09-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNE JPersonFirstNm
Person LastWRIGHTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID C SMITH CPAPreparerPersonNm
PTINP00028021PTIN
Phone7727816455PhoneNum
Preparation2021-09-11PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,154,264FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,482InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$37InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,857DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,857DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,989NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,904GrossSalesPriceAmt
Total Rev And Expnss$15,350TotalRevAndExpnssAmt
Total Net Invst Incm$15,894TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$4,298OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,298OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$570TaxesRevAndExpnssAmt
Taxes Net Invst Incm$570TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$420OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$420OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,288TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,288TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,672ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,672ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,960TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,288TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,672TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,610ExcessRevenueOverExpensesAmt
Net Investment Income$10,606NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2,549CashEOYAmt
Cash EOYFMV$2,549CashEOYFMVAmt
Other Investments BOY$999,881OtherInvestmentsBOYAmt
Other Investments EOY$1,151,715OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,151,715OtherInvestmentsEOYFMVAmt
Total Assets BOY$999,881TotalAssetsBOYAmt
Total Assets EOY$1,154,264TotalAssetsEOYAmt
Total Assets EOYFMV$1,154,264TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$999,881NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,154,264NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$999,881TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,154,264TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$999,881TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,154,264TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$999,881TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,610ExcessRevenueOverExpensesAmt
Other Increases$156,993OtherIncreasesAmt
Subtotal$1,154,264SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,154,264TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
JEFFREY LLC PASS THROUGHP2020-01-012020-12-31$7,893-$7,893-$7,893
JEFFREY LLC PASS THROUGHP2019-12-302020-12-31$3,904$3,904$3,904
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,989CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$147InvestmentIncomeExciseTaxAmt
Subtotal$147SubtotalAmt
Tax Based On Investment Income$147TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$260ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$260TotalPaymentsAndCreditsAmt
Overpayment$113OverpaymentAmt
Applied To ES Tax$113AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANNE J WRIGHTIndividualWithBooksNm
Phone4848002114PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12950 BELMONT AVEAddressLine1Txt
CityARDMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19003ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANNE J WRIGHTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12950 BELMONT AVEAddressLine1Txt
CityARDMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19003ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEE & DITitleTxt
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
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,075,798AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,670AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,079,468TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,079,468AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,192CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,063,276NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,164MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,164MinimumInvestmentReturnAmt
Tax Based On Investment Income$147TaxBasedOnInvestmentIncomeAmt
Total Tax$147TotalTaxAmt
Distributable Before Adj$53,017DistributableBeforeAdjAmt
Distributable Before Ded$53,017DistributableBeforeDedAmt
Distributable As Adjusted$53,017DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,672ExpensesAndContributionsAmt
Qualifying Distributions$12,672QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,672AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,017DistributableAsAdjustedAmt
Undistributed Income PY$135UndistributedIncomePYAmt
Qualifying Distributions$12,672QualifyingDistributionsAmt
Applied To Year1$135AppliedToYear1Amt
Applied To Current Year$12,537AppliedToCurrentYearAmt
Undistributed Income CY$40,480UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLUMBUS FOUNDATION-JEFFREY LLC
PASS THROUGH FROM K-11234 EAST BROAD STCOLUMBUSOH43205NONECHARITABLE ACTIVITIES$422
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVE NEWASHINGTONDC20017NONEFOOD BANK$750
CITY HARVEST FOOD BANK
6 EAST 32ND ST 5TH FLOORNEW YORKNY10016NONEFOOD BANK$750
PHILADELPHIA FOUNDATION
1835 MARKET ST SUITE 2410PHILADELPHIAPA19103NONECOVID-19 FUND$750
COALITION FOR THE HOMELESS
129 FULTON STNEW YORKNY10038NONEHOMELESS SUPPORT SVCS$2,500
PROJECT HOME
1515 FAIRMOUNT AVEPHILADELPHIAPA19130NONEHOME SUPPORT SVCS$2,500
THRIVE
444 N 3RD ST SUITE 401PHILADELPHIAPA19123NONEGREEN ECONOMY PROGRESS$500
PATHWAYS TO HOUSING
5201 OLD YORK RD 4TH FLPHILADELPHIAPA19141NONEHOUSING SUPPORT SVCS$2,000
COVENANT HOUSE
31 E ARMAT STPHILADELPHIAPA19144NONEYOUTH SUPPORT SVCS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,672TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,482ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,857ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$3,989ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,350ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,350TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item7307 UNITS-JEFFREY LLCCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,151,715BookValueAmt
EOYFMV$1,151,715EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
JEFFREY LLC$355$355
OFFICE SUPPLIES$65$65

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPR OF INVESTMENTSDesc
Amt$156,993Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryJEFFREY LLC ADVISORY FEESCategoryTxt
Amt$4,298Amt
Net Investment Income$4,298NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryJEFFREY LLC FOREIGN TAXESCategoryTxt
Amt$570Amt
Net Investment Income$570NetInvestmentIncomeAmt

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