JEFFERSON FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON FAMILY PRIVATE FOUNDATION (EIN 46-3382285)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-04
IRS object ID
201903089349101045
Schema version
2018v3.1
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)
Return2019-11-04T14:10:30-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Line1805 KING FARM BLVD 3RD FLOORAddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-10-31SignatureDt
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)
IP2019-10-31IPDt
IP Tm10:10:07IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id88383E7EB88734246F2A25EF0D03180C16C315CAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,722,678FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$364,838ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$60,298DividendsRevAndExpnssAmt
Dividends Net Invst Incm$60,298DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$610,338NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,599,400GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$610,338CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,035,474TotalRevAndExpnssAmt
Total Net Invst Incm$670,636TotalNetInvstIncmAmt
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$28,399OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,399OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,651TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,651TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,050TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,050TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$238,695ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$238,695ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$268,745TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,050TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$238,695TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$766,729ExcessRevenueOverExpensesAmt
Net Investment Income$640,586NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$107,660CashBOYAmt
Cash EOY$121,046CashEOYAmt
Cash EOYFMV$121,046CashEOYFMVAmt
Corporate Stock BOY$2,044,230CorporateStockBOYAmt
Corporate Stock EOY$2,546,764CorporateStockEOYAmt
Corporate Stock EOYFMV$2,601,632CorporateStockEOYFMVAmt
Total Assets BOY$2,151,890TotalAssetsBOYAmt
Total Assets EOY$2,667,810TotalAssetsEOYAmt
Total Assets EOYFMV$2,722,678TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,151,890RetainedEarningBOYAmt
Retained Earning EOY$2,667,810RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,151,890TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,667,810TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,151,890TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,667,810TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,151,890TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$766,729ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,918,619SubtotalAmt
Other Decreases$250,809OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,667,810TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyWELLS FARGO #1567PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2017-01-01AcquiredDt
Sold2018-12-31SoldDt
Gross Sales Price$1,599,400GrossSalesPriceAmt
Cost Or Other Basis$989,062CostOrOtherBasisAmt
Gain Or Loss$610,338GainOrLossAmt
Gains Minus Excess Or Losses$610,338GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$610,338CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$217,621AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,299,233NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.094649DistributionYr1Rt
Adjusted Qlfy Distri Yr2$214,844AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,157,529NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.099579DistributionYr2Rt
Adjusted Qlfy Distri Yr3$129,742AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,269,364NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.057171DistributionYr3Rt
Adjusted Qlfy Distri Yr4$23,988AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,164,863NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.011081DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,697,795NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000589DistributionYr5Rt
Total Distribution0.263069TotalDistributionRt
Average Distribution0.052614AverageDistributionRt
Net Vl Noncharitable Assets$2,655,865NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$139,736AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,406NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$146,142AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$238,695QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$6,406InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,406SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,406TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,069EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,069TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,663OverpaymentAmt
Applied To ES Tax$6,663AppliedToESTaxAmt
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$2,606,118AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,192AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,696,310TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,696,310AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,445CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,655,865NetVlNoncharitableAssetsAmt
Minimum Investment Return$132,793MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$132,793MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,406TaxBasedOnInvestmentIncomeAmt
Total Tax$6,406TotalTaxAmt
Distributable Before Adj$126,387DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$126,387DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$126,387DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$238,695ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$238,695QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$6,406PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$232,289AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$126,387DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$39,921ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$107,917ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$147,838TotalExcessDistributionCyovAmt
Qualifying Distributions$238,695QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$126,387AppliedToCurrentYearAmt
Remaining Distri From Corpus$112,308RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$260,146TotalCorpusAmt
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$260,146ExcessDistriCyovToNextYrAmt
Excess From Year2$39,921ExcessFromYear2Amt
Excess From Year1$107,917ExcessFromYear1Amt
Excess From Current Year$112,308ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GREATER MT NEBO CHURCH
1001 OLD MITCHELLVILLE RDBOWIEMD20716NONEPCGENERAL OPERATING SUPPORT$100,000
JUNIOR TENNIS CHAMPION CENTER
5200 PAINT BRANCH PKWYCOLLEGE PARKMD20740NONEPCGENERAL OPERATING SUPPORT$10,000
NEW WAY FELLOWSHIP
16800 NW 22ND AVEMIAMI GARDENSFL33056NONEPCGENERAL OPERATING SUPPORT$11,000
QUEEN'S CHAPEL UNITED METHODIST CHURCH
7410 OLD MUIRKIRK RDBELTSVILLEMD20705NONEPCGENERAL OPERATING SUPPORT$88,695
THE GIFT OF GIVING MEDICAL MISSIONS
6525 BELCREST RD STE 220HYATTSVILLEMD20782NONEPCGENERAL OPERATING SUPPORT$19,000
ON EAGLES WINGS MINISTRIES
PO BOX 38587CHARLOTTENC28278NONEPCGENERAL OPERATING SUPPORT$5,000
CHURCH OF THE FIRSTBORN
5405 TAYLOR RDRIVERDALEMD20737NONEPCGENERAL OPERATING SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$238,695TotalGrantOrContriPdDurYrAmt
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$60,298ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$610,338ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$670,636ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$670,636TotalIncomeProducingActyAmt

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 ContributionNoncashContributionInd
ULYSESE JEFFERSON
1201 GARDEN GATE LANEUPPER MARLBOROMD20774$37,631Yes (X)
ULYSESE JEFFERSON
2201 GARDEN GATE LANEUPPER MARLBOROMD20774$327,207Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1299 SHARES HARRIS CORP$37,6312018-12-26
23362 SHARES MICROSOFT CORPORATION$327,2072018-12-26

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO #1567StockNm
EOY Book Value$2,546,764EOYBookValueAmt
EOYFMV$2,601,632EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCESS OF FMV OF CONTRIBUTED SECURITIES OVER COSTDesc
Amt$250,809Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$28,399Amt
Net Investment Income$28,399NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$1,651Amt
Net Investment Income$1,651NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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