JEFFERSON FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON FAMILY PRIVATE FOUNDATION (EIN 46-3382285)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-10
IRS object ID
202043159349100524
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)
Return2020-11-10T09:46:12-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.86.32.104IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-02IPDt
IP Tm13:32:26IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id88383E7EB88734246F2A25EF0D03180C16C315CAAtSubmissionFilingDeviceId
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$3,497,463FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$352,783ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$69,797DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,797DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$136,954NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,092,307GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$136,954CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$559,534TotalRevAndExpnssAmt
Total Net Invst Incm$206,751TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,897AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,897AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$31,771OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$31,771OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$32OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$32OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$44,700TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,803TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,897TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$145,851ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$145,851ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$190,551TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,803TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$148,748TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$368,983ExcessRevenueOverExpensesAmt
Net Investment Income$174,948NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$121,046CashBOYAmt
Cash EOY$75,504CashEOYAmt
Cash EOYFMV$75,504CashEOYFMVAmt
Corporate Stock BOY$2,546,764CorporateStockBOYAmt
Corporate Stock EOY$2,698,157CorporateStockEOYAmt
Corporate Stock EOYFMV$3,421,959CorporateStockEOYFMVAmt
Total Assets BOY$2,667,810TotalAssetsBOYAmt
Total Assets EOY$2,773,661TotalAssetsEOYAmt
Total Assets EOYFMV$3,497,463TotalAssetsEOYFMVAmt
Loans From Officers EOY$2,897LoansFromOfficersEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
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$2,667,810RetainedEarningBOYAmt
Retained Earning EOY$2,770,764RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,667,810TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,770,764TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,667,810TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,773,661TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,667,810TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$368,983ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,036,793SubtotalAmt
Other Decreases$266,029OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,770,764TotNetAstOrFundBalancesEOYAmt

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 #1567P2019-03-082019-12-31$300,424$295,848$4,576$4,576
WELLS FARGO #1567P2014-02-062019-12-31$791,883$659,505$132,378$132,378
FieldValueIRS element (for citing)
Capital Gain Net Income$136,954CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$232,289AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,655,865NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.087463DistributionYr1Rt
Adjusted Qlfy Distri Yr2$217,621AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,299,233NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.094649DistributionYr2Rt
Adjusted Qlfy Distri Yr3$214,844AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,157,529NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.099579DistributionYr3Rt
Adjusted Qlfy Distri Yr4$129,742AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,269,364NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057171DistributionYr4Rt
Adjusted Qlfy Distri Yr5$23,988AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,164,863NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.011081DistributionYr5Rt
Total Distribution0.349943TotalDistributionRt
Average Distribution0.069989AverageDistributionRt
Net Vl Noncharitable Assets$2,969,381NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$207,824AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,749NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$209,573AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$148,748QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,499InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,499SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,499TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,663EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,663TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,164OverpaymentAmt
Applied To ES Tax$3,164AppliedToESTaxAmt
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
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$2,953,175AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,425AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,014,600TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,014,600AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,219CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,969,381NetVlNoncharitableAssetsAmt
Minimum Investment Return$148,469MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$148,469MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,499TaxBasedOnInvestmentIncomeAmt
Total Tax$3,499TotalTaxAmt
Distributable Before Adj$144,970DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$144,970DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$144,970DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$148,748ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$148,748QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$148,748AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$144,970DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$39,921ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$107,917ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$112,308ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$260,146TotalExcessDistributionCyovAmt
Qualifying Distributions$148,748QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$144,970AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,778RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$263,924TotalCorpusAmt
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$263,924ExcessDistriCyovToNextYrAmt
Excess From Year3$39,921ExcessFromYear3Amt
Excess From Year2$107,917ExcessFromYear2Amt
Excess From Year1$112,308ExcessFromYear1Amt
Excess From Current Year$3,778ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHURCH OF THE FIRSTBORN
5405 TAYLOR RDRIVERDALEMD20737NONEPCGENERAL OPERATING SUPPORT$41,813
QUEEN'S CHAPEL UNITED METHODIST CHURCH
7410 OLD MUIRKIRK RDBELTSVILLEMD20705NONEPCGENERAL OPERATING SUPPORT$94,038
THE GIFT OF GIVING MEDICAL MISSIONS
6525 BELCREST RD STE 220HYATTSVILLEMD20782NONEPCGENERAL OPERATING SUPPORT$5,000
REDEEMED CHRISTIAN CHURCH OF GOD
4934 EDGEWOOD RDCOLLEGE PARKMD20740NONEPCGENERAL OPERATING SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$145,851TotalGrantOrContriPdDurYrAmt
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$69,797ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$136,954ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$206,751ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$206,751TotalIncomeProducingActyAmt

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$352,783TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1475 SHARES OF NEXTERA ENERGYNoncashPropertyDesc
Fair Market Value$352,783FairMarketValueAmt
Received2019-12-24ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,897Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,897DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO #1567$2,611,403$3,064,773
WELLS FARGO #9564$86,754$357,186

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$266,029Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$32RevenueAndExpensesPerBooksAmt
Net Investment Income$32NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$31,771Amt
Net Investment Income$31,771NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$10,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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