JEFFERSON FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON FAMILY PRIVATE FOUNDATION (EIN 46-3382285)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-09
IRS object ID
202143139349102574
Schema version
2020v4.1
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)
Return2021-11-09T16:31:22-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-04SignatureDt
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 Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$4,153,269FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$345,730ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$44InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$44InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$67,328DividendsRevAndExpnssAmt
Dividends Net Invst Incm$67,328DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$487,652NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,771,646GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$487,652CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$900,754TotalRevAndExpnssAmt
Total Net Invst Incm$555,024TotalNetInvstIncmAmt
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$32,980OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$32,980OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,382TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,362TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$32,980TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$244,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$244,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$279,162TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$32,980TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$244,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$621,592ExcessRevenueOverExpensesAmt
Net Investment Income$522,044NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$75,504CashBOYAmt
Cash EOY$141,684CashEOYAmt
Cash EOYFMV$141,684CashEOYFMVAmt
Corporate Stock BOY$2,698,157CorporateStockBOYAmt
Corporate Stock EOY$2,953,519CorporateStockEOYAmt
Corporate Stock EOYFMV$4,011,585CorporateStockEOYFMVAmt
Total Assets BOY$2,773,661TotalAssetsBOYAmt
Total Assets EOY$3,095,203TotalAssetsEOYAmt
Total Assets EOYFMV$4,153,269TotalAssetsEOYFMVAmt
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$2,770,764RetainedEarningBOYAmt
Retained Earning EOY$3,092,306RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,770,764TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,092,306TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,773,661TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,095,203TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,770,764TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$621,592ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,392,356SubtotalAmt
Other Decreases$300,050OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,092,306TotNetAstOrFundBalancesEOYAmt

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 #1567P2020-01-012020-12-31$479,695$167,624$312,071$312,071
WELLS FARGO #1567P2019-01-012020-12-31$1,291,951$1,116,370$175,581$175,581
FieldValueIRS element (for citing)
Capital Gain Net Income$487,652CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,256InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,256SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,256TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,164EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,164TotalPaymentsAndCreditsAmt
Es Penalty$4EsPenaltyAmt
Tax Due$96TaxDueAmt

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$3,283,224AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$109,833AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,393,057TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,393,057AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,896CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,342,161NetVlNoncharitableAssetsAmt
Minimum Investment Return$167,108MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$167,108MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,256TaxBasedOnInvestmentIncomeAmt
Total Tax$7,256TotalTaxAmt
Distributable Before Adj$159,852DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$159,852DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$159,852DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$244,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$244,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$244,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$159,852DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$39,921ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$107,917ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$112,308ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,778ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$263,924TotalExcessDistributionCyovAmt
Qualifying Distributions$244,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$159,852AppliedToCurrentYearAmt
Remaining Distri From Corpus$84,948RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$348,872TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$348,872ExcessDistriCyovToNextYrAmt
Excess From Year4$39,921ExcessFromYear4Amt
Excess From Year3$107,917ExcessFromYear3Amt
Excess From Year2$112,308ExcessFromYear2Amt
Excess From Year1$3,778ExcessFromYear1Amt
Excess From Current Year$84,948ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TAYLOR COUNTY LEADERSHIP COUNCIL
1201 W MARTIN LUTHER KING BLVDPERRYFL32348NONEPCGENERAL OPERATING SUPPORT$101,000
QUEEN'S CHAPEL UNITED METHODIST CHURCH
7410 OLD MUIRKIRK RDBELTSVILLEMD20705NONEPCGENERAL OPERATING SUPPORT$45,800
AMERICAN LEGION
700 N PENNSYLVANIA ST PO BOX 1055INDIANAPOLISIN46206NONEPCGENERAL OPERATING SUPPORT$3,000
PAN AFRICAN COLLECTIVE
12138 CENTRAL AVENUE STE 678BOWIEMD20721NONEPCGENERAL OPERATING SUPPORT$75,000
JTCC
5200 CAMPUS DRIVECOLLEGE PARKMD20740NONEPCGENERAL OPERATING SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$244,800TotalGrantOrContriPdDurYrAmt
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$44ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,328ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$487,652ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$555,024ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$555,024TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonULYSESE JEFFERSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1201 GARDEN GATE LANEAddressLine1Txt
CityUPPER MARLBOROCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20774ZIPCd
FieldValueIRS element (for citing)
Total Contributions$345,730TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2800 APPLE SHARESNoncashPropertyDesc
Fair Market Value$345,730FairMarketValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO #1567StockNm
EOY Book Value$2,953,519EOYBookValueAmt
EOYFMV$4,011,585EOYFMVAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON CONTRIBUTED SECURITIESDesc
Amt$300,050Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$32,980Amt
Net Investment Income$32,980NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,382Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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