JEFFERSON FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON FAMILY PRIVATE FOUNDATION (EIN 46-3382285)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-02
IRS object ID
202502459349100005
Schema version
2024v5.2
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)
Return2025-09-02T09:02:53-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582487348PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Aprio Advisory Group 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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-08-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStacy CullenPreparerPersonNm
PTINP00974308PTIN
Phone3012316200PhoneNum
Preparation2025-08-26PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,975,530FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,012,145ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,432InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,432InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$210,130DividendsRevAndExpnssAmt
Dividends Net Invst Incm$210,130DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,216NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,330,132GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,216CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,248,923TotalRevAndExpnssAmt
Total Net Invst Incm$236,778TotalNetInvstIncmAmt
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$53,743OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$53,743OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,577TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,320TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$53,743TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$280,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$280,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$340,320TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$53,743TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$280,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$908,603ExcessRevenueOverExpensesAmt
Net Investment Income$183,035NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$133,058CashBOYAmt
Cash EOY$202,679CashEOYAmt
Cash EOYFMV$202,679CashEOYFMVAmt
Corporate Stock BOY$3,975,558CorporateStockBOYAmt
Corporate Stock EOY$4,798,646CorporateStockEOYAmt
Corporate Stock EOYFMV$5,772,851CorporateStockEOYFMVAmt
Total Assets BOY$4,108,616TotalAssetsBOYAmt
Total Assets EOY$5,001,325TotalAssetsEOYAmt
Total Assets EOYFMV$5,975,530TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$4,108,616RetainedEarningBOYAmt
Retained Earning EOY$5,001,325RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,108,616TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,001,325TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,108,616TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,001,325TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,108,616TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$908,603ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,017,219SubtotalAmt
Other Decreases$15,894OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,001,325TotNetAstOrFundBalancesEOYAmt

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 #1567P2024-01-012024-12-31$439,110$449,594-$10,484-$10,484
Wells Fargo #1567P2023-01-012024-12-31$891,022$857,322$33,700$33,700
FieldValueIRS element (for citing)
Capital Gain Net Income$23,216CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,544InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,544SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,544TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,656OverpaymentAmt
Applied To ES Tax$2,656AppliedToESTaxAmt
Refund$0RefundAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Ulysese JeffersonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3012134477PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 Garden Gate LaneAddressLine1Txt
CityUpper MralboroCityNm
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$4,898,823AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$142,621AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,041,444TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,041,444AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$75,622CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,965,822NetVlNoncharitableAssetsAmt
Minimum Investment Return$248,291MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$248,291MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,544TaxBasedOnInvestmentIncomeAmt
Total Tax$2,544TotalTaxAmt
Distributable Before Adj$245,747DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$245,747DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$245,747DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$280,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$280,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$245,747DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,778ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$84,948ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$254,394ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$143,052ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,128ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$492,300TotalExcessDistributionCyovAmt
Qualifying Distributions$280,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$245,747AppliedToCurrentYearAmt
Remaining Distri From Corpus$34,253RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$526,553TotalCorpusAmt
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$3,778ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$522,775ExcessDistriCyovToNextYrAmt
Excess From Year4$84,948ExcessFromYear4Amt
Excess From Year3$254,394ExcessFromYear3Amt
Excess From Year2$143,052ExcessFromYear2Amt
Excess From Year1$6,128ExcessFromYear1Amt
Excess From Current Year$34,253ExcessFromCurrentYearAmt

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
American Heart Association
7272 Greenville AvenueDallasTX75231NonePCGeneral Operating Support$110,000
Black History Observance Comm
400 I StreetWashingtonDC20004NonePCGeneral Operating Support$15,000
Cape Henlopen Education Foundation
1270 Kings HighwayLewesDE19958NonePCGeneral Operating Support$20,000
Pan African Collective
12138 Central Avenue STE 678BowieMD20721NonePCGeneral Operating Support$125,000
Queen's Chapel United Methodist Church
7410 Old Muirkirk RdBeltvilleMD20705NonePCGeneral Operating Support$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$280,000TotalGrantOrContriPdDurYrAmt
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$3,432ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$210,130ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,216ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$236,778ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$236,778TotalIncomeProducingActyAmt

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 ContributionNoncashContributionIndPerson ContributionPersonContributionInd
Ulysese Jefferson
1201 Garden Gate LaneUpper MarlboroMD20774$1,005,568Yes (X)
Ulysese Jefferson
2201 Garden Gate LaneUpper MarlboroMD20774$6,577Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property22360.86 Shares MFS Internatinal VALNoncashPropertyDesc
Fair Market Value$1,005,568FairMarketValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Wells Fargo #1567$4,151,970$4,906,815
Wells Fargo #9564$646,676$866,036

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBasis AdjustmentDesc
Amt$15,894Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Advisory FeesCategoryTxt
Amt$53,743Amt
Net Investment Income$53,743NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxesCategoryTxt
Amt$6,577Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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