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WESLEY JOSEPH & MARION FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WESLEY JOSEPH & MARION FAMILY FOUNDATION (EIN 83-0469852)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202003219349102825
Schema version
2019v5.1
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)
Return2020-11-16T12:03:29-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN230891050PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Morgan Lewis & Bockius LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11701 Market StreetAddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830469852EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wesley Joseph & Marion Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESLBusinessNameControlTxt
Phone2159635599PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Morgan Lewis - 1701 Market StreetAddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJoseph WesleyPersonNm
Person TitleTrusteePersonTitleTxt
Phone2159635599PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFrancis X MehaffeyPreparerPersonNm
PTINP00737433PTIN
Phone2159635000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address205.196.206.17IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm13:03:20IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id712AFBBCEDE9F1371A66848748E03AA1F9C5C128AtSubmissionCreationDeviceId
At Submission Filing Device Id712AFBBCEDE9F1371A66848748E03AA1F9C5C128AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,329,275FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$555,192ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$128,996DividendsRevAndExpnssAmt
Dividends Net Invst Incm$127,871DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,480,270NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,427,622GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,480,506CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,164,458TotalRevAndExpnssAmt
Total Net Invst Incm$2,608,377TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,746LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,873LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,873LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$20OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$10OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$15TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$677OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$357OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$357OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,458TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,240TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,255TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,600,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,600,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,606,458TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,240TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,603,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,558,000ExcessRevenueOverExpensesAmt
Net Investment Income$2,605,137NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$73,801CashBOYAmt
Cash EOY$138,915CashEOYAmt
Cash EOYFMV$138,915CashEOYFMVAmt
Corporate Stock BOY$2,280,361CorporateStockBOYAmt
Corporate Stock EOY$3,773,247CorporateStockEOYAmt
Corporate Stock EOYFMV$4,190,360CorporateStockEOYFMVAmt
Total Assets BOY$2,354,162TotalAssetsBOYAmt
Total Assets EOY$3,912,162TotalAssetsEOYAmt
Total Assets EOYFMV$4,329,275TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$504,178CapitalStockBOYAmt
Capital Stock EOY$504,178CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,849,984RetainedEarningBOYAmt
Retained Earning EOY$3,407,984RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,354,162TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,912,162TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,354,162TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,912,162TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,354,162TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,558,000ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,912,162SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,912,162TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1.033 SHRS BECTON DICKINSON & COP2018-12-312019-02-04$253$231$22$22
300 SHRS EDWARDS LIFESCIENCESP2018-03-212019-02-04$49,983$41,816$8,167$8,167
200 SHRS FORTINET INCP2019-01-012019-02-04$16,017$10,264$5,753$5,753
2,150.39 SHRS GAMING & LEISURE PPTYSP2019-01-012019-02-04$80,690$73,704$6,986$6,986
300 SHRS ICU MEDICAL INCP2018-07-192019-02-04$73,639$91,386-$17,747-$17,747
200 SHRS JACK HENRY & ASSOC INCP2018-05-142019-02-04$26,988$24,701$2,287$2,287
118.861 SHRS PROLOGIS INCP2019-01-012019-02-04$8,214$7,188$1,026$1,026
201.997 SHRS PUBLIC STORAGE INCP2019-01-012019-02-04$42,206$43,423-$1,217-$1,217
.289 SHRS THERMO FISHER SCIENTIFICP2019-01-152019-02-04$70$68$2$2
600 SHRS VISTRA ENERGY CORPP2018-04-232019-02-04$15,141$13,263$1,878$1,878
17,901.85 SHRS VNGRD H/Y CORP ADMLP2019-01-012019-12-04$105,800$102,634$3,166$3,166
60.858 SHRS VNGRD INT TM CRP BD ADMLP2019-01-012019-12-04$1,497$1,388$109$109
13,471.503 VNGRD INT TM INV GD ADMLP2019-02-072019-04-23$130,000$128,255$1,745$1,745
39,761.431 VNGRD INT TM INV GD ADMLP2019-02-072019-12-04$400,000$383,201$16,799$16,799
121.06 SHRS WP CAREY INCP2019-01-012019-02-04$8,951$7,562$1,389$1,389
500 SHRS ATMOS ENERGY CORPP2015-10-052019-02-04$48,071$29,683$18,388$18,388
1,000 SHRS BECTON DICKINSON & COP2001-01-012019-02-04$245,275$93,066$152,209$152,209
2,000 SHRS BROWN & BROWN INCP2015-10-052019-02-04$55,570$31,555$24,015$24,015
700 SHRS CLOROX COMPANYP2001-01-012019-02-04$112,604$84,850$27,754$27,754
1,000 SHRS CONSOLIDATED EDISON INCP2001-01-012019-02-04$76,628$66,220$10,408$10,408
200 SHRS ELECTRONIC ARTS INCP2001-01-012019-02-04$17,687$20,015-$2,328-$2,328
900 SHRS FORTINET INCP2001-01-012019-02-04$72,077$36,929$35,148$35,148
300 SHRS GAMING & LEISURE PPTYSP2018-01-092019-02-04$11,257$10,916$341$341
300 SHRS GENERAL DYNAMICS CORPP2001-01-012019-02-04$51,394$42,644$8,750$8,750
98 SHRS ILLINOIS TOOL WORKS INCP2001-01-012019-06-12$14,793$4,409$10,384$10,384
50 SHRS INTUITIVE SURGICAL NEWP2017-12-072019-02-04$26,026$19,137$6,889$6,889
1,133 SHRS LOWES COMPANIES INCP2012-06-182019-06-05$109,355$31,892$77,463$77,463
800 SHRS M&T BANK CORPP2001-01-012019-02-04$130,326$99,332$30,994$30,994
6,341 SHRS MARSH & MCLENNAN COS INCP2011-06-092019-06-05$623,924$175,637$448,287$448,287
900 SHRS MASTERCARD INC AP2001-01-012019-02-04$192,951$91,175$101,776$101,776
70 SHRS METTLER TOLEDO INCP2017-07-282019-02-04$44,602$40,644$3,958$3,958
300 SHRS MICROCHIP TECHNOLOGY INCP2012-06-182019-02-04$24,464$4,184$20,280$20,280
719 SHRS MICROSOFT CORPP2015-10-052019-01-31$75,237$33,531$41,706$41,706
2,881 SHRS MICROSOFT CORPP2015-10-052019-02-04$302,375$134,355$168,020$168,020
2,204 SHRS PROLOGIS INCP2001-01-012019-02-04$152,313$134,400$17,913$17,913
100 SHRS PUB SVC ENTERPRISE GROUPP2015-12-112019-01-31$5,407$3,751$1,656$1,656
1,700 SHRS SYNOPSYS INCP2015-10-052019-02-04$163,726$80,844$82,882$82,882
300 SHRS TEXAS INSTRUMENTS INCP2015-10-052019-02-04$30,479$15,041$15,438$15,438
400 SHRS THERMO FISHER SCIENTIFICP2015-10-052019-02-04$96,804$50,622$46,182$46,182
9,170.908 SHRS VNGRD H/Y CORP ADMLP2001-01-012019-12-04$54,200$52,578$1,622$1,622
2,294.236 VNGRD HI DIV YLD INVSP2016-01-282019-04-23$80,000$68,797$11,203$11,203
1,710.852 SHRS VNGRD INT TM CRP BD ADMLP2001-01-012019-12-04$42,070$39,006$3,064$3,064
1,300 SRHS WP CAREY INCP2015-10-052019-02-04$96,115$76,020$20,095$20,095
200 SHRS 3M COMPANYP2015-10-052019-02-04$39,409$29,265$10,144$10,144
3,600 SHRS ABBOTT LABORATORIESP2010-06-102019-06-05$282,591$81,593$200,998$200,998
1,000 SHRS AMGEN INCP2009-12-102019-06-05$174,207$56,432$117,775$117,775
1,897 SHRS AUTOMATIC DATA PROC INCP2009-12-102019-06-05$306,957$72,216$234,741$234,741
2,621 SHRS ILLINOIS TOOL WORKS INCP2001-01-012019-06-12$395,650$124,970$270,680$270,680
616 SHRS MICROCHIP TECHNOLOGY INCP2009-12-172019-01-31$50,061$13,275$36,786$36,786
3,232 SHRS MICROCHIP TECHNOLOGY INCP2001-01-012019-02-04$263,563$69,048$194,515$194,515
BASIS ADJUSTMENTP2019-01-012019-12-31$0$0
BASIS ADJUSTMENTP2001-01-012019-12-31$0$0
Capital Gains DividendsP$5$5$5
FieldValueIRS element (for citing)
Capital Gain Net Income$2,480,506CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,479,629AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,740,094NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.539992DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,390,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,477,990NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.560939DistributionYr2Rt
Adjusted Qlfy Distri Yr3$535,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,592,033NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.336048DistributionYr3Rt
Adjusted Qlfy Distri Yr4$534,680AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,125,936NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.474876DistributionYr4Rt
Adjusted Qlfy Distri Yr5$632,911AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$941,230NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.672430DistributionYr5Rt
Total Distribution2.584285TotalDistributionRt
Average Distribution0.516857AverageDistributionRt
Net Vl Noncharitable Assets$4,150,619NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,145,276AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$26,051NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,171,327AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,603,255QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$52,103InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$52,103SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$52,103TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,251EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,251TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$36,852TaxDueAmt

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 StatePAOrgReportOrRegisterStateCd
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 BooksJim SchafleIndividualWithBooksNm
Phone2159635599PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1645 Pineville RoadAddressLine1Txt
CityNewtownCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18940ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Joseph L Wesly Sr
1500 S Ocean Boulevard PH2Pompano BeachFL33062Trustee1.00$0$0$0
Marion M Wesley
1500 S Ocean Boulevard PH2Pompano BeachFL33062Trustee1.00$0$0$0
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$4,213,145AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$681AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,213,826TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,213,826AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,207CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,150,619NetVlNoncharitableAssetsAmt
Minimum Investment Return$207,531MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$207,531MinimumInvestmentReturnAmt
Tax Based On Investment Income$52,103TaxBasedOnInvestmentIncomeAmt
Total Tax$52,103TotalTaxAmt
Distributable Before Adj$155,428DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$155,428DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$155,428DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,603,255ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,603,255QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,603,255AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$155,428DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$586,027ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$479,023ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$457,502ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,293,103ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,354,573ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,170,228TotalExcessDistributionCyovAmt
Qualifying Distributions$1,603,255QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$155,428AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,447,827RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,618,055TotalCorpusAmt
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$586,027ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,032,028ExcessDistriCyovToNextYrAmt
Excess From Year4$479,023ExcessFromYear4Amt
Excess From Year3$457,502ExcessFromYear3Amt
Excess From Year2$1,293,103ExcessFromYear2Amt
Excess From Year1$1,354,573ExcessFromYear1Amt
Excess From Current Year$1,447,827ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJoseph L Wesly SrContributingManagerNm
Contributing ManagerMarion M WesleyContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Scottsdale Christian Academy
14400 North Tatum BlvdPhoenixAZ85032PCGeneral purpose$100,000
Girls Inc of Greater Philadelphia & South NJ
1501 Cherry StreetPhiladelphiaPA19104PCGeneral purpose$500,000
The Pennington School
112 W Delaware AvenuePenningtonNJ08534PCGeneral purpose$500,000
Williams College of the Trades
106 S New Middletown RoadMediaPA19063PCGeneral purpose$200,000
Vita Education Services
8 East Court StreetDoylestownPA18901PCGeneral purpose$200,000
Harrop Neurosurgery Research & Education Fund
Jefferson - 125 South 9th StreetPhiladelphiaPA19107PCMedical Research$25,000
Jefferson GI Educational & Research Fund
125 South 9th StreetPhiladelphiaPA19107PCMedical Research$50,000
Jefferson Heart Institute
Jefferson - 125 South 9th StreetPhiladelphiaPA19107PCMedical Research$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,600,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$128,996ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,480,270ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,609,266ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,609,266TotalIncomeProducingActyAmt

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
Joseph L Marion M Wesley
11500 S Ocean Boulevard PH2Pompano BeachFL33062$1,867,603Yes (X)
Joseph L Marion M Wesley
21500 S Ocean Boulevard PH2Pompano BeachFL33062$8,045Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVarious marketable securities. See attached schedule.NoncashPropertyDesc
Fair Market Value$1,867,603FairMarketValueAmt
Received2019-05-23ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Vanguard Dividend Apprec Index Admiral CL$349,239$478,582
Vanguard Intermediate Term Invest Grade Admiral CL$2,377,577$2,479,070
Vanguard Real Estate Index Admiral CL$198,690$258,725
Vanguard High Dividend Yield Index Admiral$479,617$591,362
Vanguard High Yield Corp Admiral CL$368,124$382,621

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryMorgan Lewis & BockiusCategoryTxt
Legal Fees$5,746LegalFeesAmt
Net Investment Income$2,873NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,873DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Miscellaneous Expenses$714$357$357
Miscellaneous Adjustment (Other)-$37$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBNY MellonCategoryTxt
Amt$20Amt
Net Investment Income$10NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPA Bureau of Charitable OrganizationsCategoryTxt
Amt$15Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$15DisbursementsCharitablePrpsAmt

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