WESLEY JOSEPH & MARION FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY JOSEPH & MARION FAMILY FOUNDATION (EIN 83-0469852)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-06
- IRS object ID
- 201711879349100401
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-06T06:36:52-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Lewis & Bockius LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 Market Street | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032921 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830469852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph & Marion Wesley Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2159635599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o T Kuehn MLB 1701 Market St | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph L Wesley Sr | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracey Kuehn | PreparerPersonNm |
| PTIN | P01440828 | PTIN |
| Phone | 2159635599 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,763,949 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,654,173 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $44,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,328 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,886 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $511,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,886 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,759,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,214 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,031 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $30 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $535,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $535,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $537,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $535,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,222,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,214 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $635,665 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,831 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,831 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $768,213 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,610,373 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,748,118 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,403,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,626,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,763,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $504,178 | CapitalStockBOYAmt |
| Capital Stock EOY | $504,178 | CapitalStockEOYAmt |
| Retained Earning BOY | $899,700 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,122,026 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,403,878 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,626,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,403,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,626,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,403,878 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,222,326 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,626,204 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,626,204 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 31.771 SHS Vanguard Total Stock Market Index ADM | P | 2016-01-01 | 2016-12-05 | $1,765 | $1,578 | $187 | $187 |
| 346.260 SHS Vanguard High Dividend Yield Index | P | 2016-01-28 | 2016-07-12 | $10,000 | $8,700 | $1,300 | $1,300 |
| 1695.490 SHS Vanguard High Dividend Yield Index | P | 2016-01-28 | 2016-12-05 | $50,000 | $42,636 | $7,364 | $7,364 |
| 80.308 SHS Vanguard Short Term Corp Bond Index | P | 2016-01-01 | 2016-12-05 | $1,733 | $1,744 | -$11 | -$11 |
| 1301.518 SHS Vanguard Inter-Term Corp Bond Index | P | 2016-01-28 | 2016-12-05 | $30,000 | $29,610 | $390 | $390 |
| 1605.728 SHS Vanguard Total Stock Market Index ADM | P | 2015-01-01 | 2016-12-05 | $89,214 | $79,752 | $9,462 | $9,462 |
| 3657.687 SHS Vanguard Short Term Corp Bond Index | P | 2015-01-01 | 2016-12-05 | $78,933 | $79,445 | -$512 | -$512 |
| 866.927 SHS Vanguard Dividend Apprec Index | P | 2015-01-01 | 2016-07-12 | $20,000 | $16,161 | $3,839 | $3,839 |
| 8665.511 SHS Vanguard Dividend Apprec Index | P | 2013-08-26 | 2016-12-05 | $200,000 | $161,704 | $38,296 | $38,296 |
| 5190.311 SHS Vanguard High Yield Corp Fund ADM | P | 2011-12-27 | 2016-12-05 | $30,000 | $29,429 | $571 | $571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,886 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $534,680 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,125,936 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.47488 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $632,911 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $941,230 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.67243 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,054,086 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $773,807 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.36221 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,709 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $696,876 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03976 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,363 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $773,923 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05603 | DistributionYr5Rt |
| Total Distribution | 2.605306 | TotalDistributionRt |
| Average Distribution | 0.521061 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,592,033 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $829,546 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,052 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $830,598 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $535,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,104 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,104 | SubtotalAmt |
| Tax Based On Investment Income | $2,104 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,677 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,677 | TotalPaymentsAndCreditsAmt |
| Overpayment | $573 | OverpaymentAmt |
| Applied To ES Tax | $573 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim Schafle | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2159635599 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 Pineville Road | AddressLine1Txt |
| City | Newtown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Joseph L Wesley Sr | ||||||
| 1500 S Ocean Boulevard PH2 | Pompano Beach | FL | 33062 | Trustee | 0.00 | $0 |
| Marion M Wesley | ||||||
| 1500 S Ocean Boulevard PH2 | Pompano Beach | FL | 33062 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,579,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,190 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,616,277 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,616,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,592,033 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,602 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,602 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,104 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,104 | TotalTaxAmt |
| Distributable Before Adj | $77,498 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $77,498 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $77,498 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $535,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $535,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $535,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,498 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,000,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $586,027 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $479,023 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,065,125 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $535,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,498 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $457,502 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,522,627 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,522,627 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,000,075 | ExcessFromYear3Amt |
| Excess From Year2 | $586,027 | ExcessFromYear2Amt |
| Excess From Year1 | $479,023 | ExcessFromYear1Amt |
| Excess From Current Year | $457,502 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joseph L Wesley Sr | ContributingManagerNm |
| Contributing Manager | Marion M Wesley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Vita Education Services | |||||||
| 8 East Court Street | Doylestown | PA | 18901 | None | Public | Provide quality literacy and decision making programs to Bucks County adults | $200,000 |
| Jefferson GI Educational Research F | |||||||
| 125 South 9th Street | Philadelphia | PA | 19107 | None | Public | Medical Research | $15,000 |
| Jefferson Heart Institute | |||||||
| Jefferson - 125 South 9th Street | Philadelphia | PA | 19107 | None | Public | Medical Research | $10,000 |
| The Pennington School | |||||||
| 112 W Delaware Avenue | Pennington | NJ | 08534 | None | Public | Construction of Academic Building | $300,000 |
| Harrop Neurosurgery Research Educ F | |||||||
| Jefferson - 125 South 9th Street | Philadelphia | PA | 19107 | None | Public | Medical Research | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $535,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,328 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,886 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $105,214 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,214 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Joseph L and Marion M Wesley | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 S Ocean Boulevard PH2 | AddressLine1Txt |
| City | Pompano Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,656,173 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,566 SHS Unitedhealth Group Inc.2,325 SHS Berkshire Hathaway Inc Del CL B New4,125 SHS Microsoft Co | NoncashPropertyDesc |
| Fair Market Value | $1,654,142 | FairMarketValueAmt |
| Received | 2016-12-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BNY Mellon | CategoryTxt |
| Amt | $30 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Morgan Lewis | CategoryTxt |
| Legal Fees | $2,031 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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