WESLEY JOSEPH & MARION FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY JOSEPH & MARION FAMILY FOUNDATION (EIN 83-0469852)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-07
- IRS object ID
- 201541279349100224
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-07T07:59:20-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2159635202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o R Vine 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 | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rosalynn Vine | PreparerPersonNm |
| PTIN | P00116156 | PTIN |
| Phone | 2159635580 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $991,875 | 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 | $679,323 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,864 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,864 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $824,144 | GrossSalesPriceAmt |
| Total Rev And Expnss | $687,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,864 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,098 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $30 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $12,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,000 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $633,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $633,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $652,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $633,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,864 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $104,095 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,235 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,235 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $739,742 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $744,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $857,640 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $843,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $879,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $991,875 | 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 | $339,659 | RetainedEarningBOYAmt |
| Retained Earning EOY | $375,001 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $843,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $879,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $843,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $879,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $843,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $263 | OtherIncreasesAmt |
| Subtotal | $879,179 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $879,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 187.014 GMNA FD | P | 2014-07-02 | 2014-07-21 | $2,003 | $2,049 | -$46 | -$46 |
| 434.930 L.T. Investment GR ADM | P | 2013-07-21 | 2014-01-14 | $4,284 | $4,735 | -$451 | -$451 |
| 1249.973 GMNA FD | P | 2012-01-01 | 2014-07-21 | $13,387 | $13,596 | -$209 | -$209 |
| 7317.180 LT Investment GR Adm | P | 2012-01-01 | 2014-01-14 | $72,074 | $79,652 | -$7,578 | -$7,578 |
| 5813.073 GMNA FD | P | 2012-01-20 | 2014-07-21 | $62,258 | $64,867 | -$2,609 | -$2,609 |
| 7500 BNY - CVS Health Corp. | P | 2014-11-01 | 2014-11-17 | $670,138 | $672,225 | -$2,087 | -$2,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,980 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,584 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,054,086 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $773,807 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.36221 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,709 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $696,876 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03976 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,363 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $773,923 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05603 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,387 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $698,665 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04206 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,665 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $607,842 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02906 | DistributionYr5Rt |
| Total Distribution | 1.52912 | TotalDistributionRt |
| Average Distribution | 0.30583 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $941,230 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $287,852 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $89 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $287,941 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $633,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $89 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $89 | SubtotalAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,086 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,086 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,997 | OverpaymentAmt |
| Applied To ES Tax | $2,997 | 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 | Francis J Mirabello | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2159635248 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 Market Street | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | ||||||
| 645 Pineville Road | Newtown | PA | 18940 | 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 | $804,050 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $955,563 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $955,563 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,333 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $941,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $89 | TotalTaxAmt |
| Distributable Before Adj | $46,973 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,973 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,973 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $633,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $633,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $89 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $632,911 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,973 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,000,075 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,000,075 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $633,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $586,027 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,586,102 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,586,102 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,000,075 | ExcessFromYear1Amt |
| Excess From Current Year | $586,027 | 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 | $100,000 |
| Jefferson Foundation Digestive Dise | |||||||
| 132 South 10th Street | Philadelphia | PA | 19107 | None | Public | Medical research | $25,000 |
| InThe Rooms Foundation Inc | |||||||
| 9520 NW 13th Street | Plantation | FL | 33322 | None | Public | General Purpose | $3,000 |
| The Pennington School | |||||||
| 112 W Delaware Avenue | Pennington | NJ | 08534 | None | Public | Construction of Adademic Building | $500,000 |
| Prostate Cancer Research Fd | |||||||
| Jefferson - 123 South 10th Street | Philadelphia | PA | 19107 | none | Public | Medical Research | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $633,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,864 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$12,980 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,884 | 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 | $679,323 | 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 | 7,500 shs CVS Health Corp. Common | NoncashPropertyDesc |
| Fair Market Value | $672,225 | FairMarketValueAmt |
| Received | 2014-11-01 | 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, monthly | CategoryTxt |
| Legal Fees | $7,098 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Vanguard adj to Basis 1/14 and 7/21 Bd Fund | Desc |
| Amt | $263 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Estimate for 2014 US | $2,700 | $2,700 |
| Paid with 2013 return- US | $9,300 | $9,300 |
Comments