JEFFERSON FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON FAMILY PRIVATE FOUNDATION (EIN 46-3382285)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-09
IRS object ID
201601309349100740
Schema version
2015v2.1
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)
Return2016-05-09T10:23:28-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK T GOSSART CPAPreparerPersonNm
PTINP00850688PTIN
Phone3012316200PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,145,878FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$45,313DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,313DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,034NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$322,204GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,034CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$69,347TotalRevAndExpnssAmt
Total Net Invst Incm$69,347TotalNetInvstIncmAmt
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$10,580AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,580AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$24,501OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,501OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$11,016TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,016TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$46,097TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,517TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,580TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$119,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$119,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$165,597TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,517TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$130,080TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$96,250ExcessRevenueOverExpensesAmt
Net Investment Income$33,830NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$76,672CashBOYAmt
Cash EOY$84,928CashEOYAmt
Cash EOYFMV$84,928CashEOYFMVAmt
Corporate Stock BOY$2,148,130CorporateStockBOYAmt
Corporate Stock EOY$2,054,204CorporateStockEOYAmt
Corporate Stock EOYFMV$2,060,950CorporateStockEOYFMVAmt
Total Assets BOY$2,224,802TotalAssetsBOYAmt
Total Assets EOY$2,139,132TotalAssetsEOYAmt
Total Assets EOYFMV$2,145,878TotalAssetsEOYFMVAmt
Loans From Officers BOY$3,320LoansFromOfficersBOYAmt
Loans From Officers EOY$13,900LoansFromOfficersEOYAmt
Total Liabilities BOY$3,320TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,900TotalLiabilitiesEOYAmt
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$2,221,482RetainedEarningBOYAmt
Retained Earning EOY$2,125,232RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,221,482TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,125,232TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,224,802TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,139,132TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,221,482TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$96,250ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,125,232SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,125,232TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
WF #1567 - ST COVERED2015-01-012015-12-31$69,399$67,566$1,833$1,833
WF #1567 - LT COVERED2014-12-302015-12-31$251,024$228,107$22,917$22,917
99 SHS POWERSHARES DB2014-12-312015-12-31$1,755$2,497-$742-$742
CAPITAL GAINS DIVIDENDS$26$26$26P
FieldValueIRS element (for citing)
Capital Gain Net Income$24,034CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,988AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,164,863NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.011081DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,697,795NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000589DistributionYr2Rt
Total Distribution0.011670TotalDistributionRt
Average Distribution0.005835AverageDistributionRt
Net Vl Noncharitable Assets$2,269,364NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,242AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$338NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,580AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$130,080QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$338InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$338SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$338TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,253EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,253TotalPaymentsAndCreditsAmt
Overpayment$1,915OverpaymentAmt
Applied To ES Tax$1,915AppliedToESTaxAmt
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 PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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

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$2,213,130AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,793AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,303,923TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,303,923AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,559CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,269,364NetVlNoncharitableAssetsAmt
Minimum Investment Return$113,468MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$113,468MinimumInvestmentReturnAmt
Tax Based On Investment Income$338TaxBasedOnInvestmentIncomeAmt
Total Tax$338TotalTaxAmt
Distributable Before Adj$113,130DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$113,130DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$113,130DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$130,080ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$130,080QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$338PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$129,742AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,130DistributableAsAdjustedAmt
Undistributed Income PY$84,431UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$130,080QualifyingDistributionsAmt
Applied To Year1$84,431AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,649AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$67,481UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GREATER MT NEBO CHURCH
1001 OLD MITCHELLVILLE RDBOWIEMD20716NONEPCGENERAL OPERATING SUPPORT$23,000
HOME TRINITY LUTHERAN CHURCH
11200 OLD GEORGETOWN RDNORTH BETHESDAMD20852NONEPCGENERAL OPERATING SUPPORT$2,000
NEW WAY FELLOWSHIP
16800 NW 22ND AVEMIAMI GARDENSFL33056NONEPCGENERAL OPERATING SUPPORT$61,000
JUNIOR TENNIS CHAMPION CENTER
5200 PAINT BRANCH PKWYCOLLEGE PARKMD20740NONEPCGENERAL OPERATING SUPPORT$20,000
QUEEN'S CHAPEL UNITED METHODIST CHURCH
7410 OLD MUIRKIRK RDBELTSVILLEMD20705NONEPCGENERAL OPERATING SUPPORT$1,000
SACRED LIFE ACADEMY FOR BOYS
7230 CENTRAL AVECAPITOL HEIGHTSMD20743NONEPCGENERAL OPERATING SUPPORT$6,500
JUDAH TEMPLE AME ZION CHURCH
14500 MT OAK RDBOWIEMD20721NONEPCGENERAL OPERATING SUPPORT$1,000
THE GIFT OF GIVING MEDICAL MISSIONS
6525 BELCREST RD STE 220HYATTSVILLEMD20782NONEPCGENERAL OPERATING SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$119,500TotalGrantOrContriPdDurYrAmt
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$45,313ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$24,034ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$69,347ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$69,347TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$10,580Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,580DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO #1567StockNm
EOY Book Value$2,054,204EOYBookValueAmt
EOYFMV$2,060,950EOYFMVAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonULYSESE JEFFERSONLenderPersonNm
TitleTRUSTEETitleTxt
Loan Original$3,320LoanOriginalAmt
Balance Due$13,900BalanceDueAmt
Security Provided BorrowerNONESecurityProvidedBorrowerTxt
Loan PurposePAYMENT OF ACCOUNTING FEESLoanPurposeTxt
Lender ConsiderationNONELenderConsiderationDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$24,501Amt
Net Investment Income$24,501NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES PAID ON FORM 990PF$10,000$10,000$0
FOREIGN TAXES PAID$1,016$1,016$0

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