SAMUEL & LATANYA R JACKSON FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SAMUEL & LATANYA R JACKSON FOUNDATION (EIN 95-4774091)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-06
IRS object ID
202631269349101773
Schema version
2025v4.1
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)
Return2026-05-06T11:57:41-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261617223PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEVEL FOUR BUSINESS MANAGEMENT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954774091EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SAMUEL AND LATANYA R JACKSONBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone3109141600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN RIGNEYPersonNm
Person TitleASST. SECRETARYPersonTitleTxt
Phone3109141600PhoneNum
Signature2026-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREA UMPreparerPersonNm
PTINP01981651PTIN
Phone3109141600PhoneNum
Preparation2026-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,058,425FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,052ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$53,689DividendsRevAndExpnssAmt
Dividends Net Invst Incm$53,510DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$513,437NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$641,392GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$513,437CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$867,178TotalRevAndExpnssAmt
Total Net Invst Incm$566,947TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$17,153LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,281TaxesRevAndExpnssAmt
Taxes Net Invst Incm$261TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,345OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,779TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$261TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$345,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$345,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$369,779TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$261TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$345,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$497,399ExcessRevenueOverExpensesAmt
Net Investment Income$566,686NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$96,788CashBOYAmt
Cash EOY$58,317CashEOYAmt
Cash EOYFMV$58,317CashEOYFMVAmt
Other Investments BOY$1,189,549OtherInvestmentsBOYAmt
Other Investments EOY$1,519,357OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,000,108OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,053OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,288,390TotalAssetsBOYAmt
Total Assets EOY$1,577,674TotalAssetsEOYAmt
Total Assets EOYFMV$2,058,425TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$188,375AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$188,375AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,100,015RetainedEarningBOYAmt
Retained Earning EOY$1,389,299RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,288,390TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,577,674TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,288,390TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,577,674TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,288,390TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$497,399ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,785,789SubtotalAmt
Other Decreases$208,115OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,577,674TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS #14882015-10-292025-12-31$392,007$86,018$305,989$305,989
GOLDMAN SACHS #14882010-12-302025-03-07$249,385$41,937$207,448$207,448
FieldValueIRS element (for citing)
Capital Gain Net Income$513,437CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,877InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,877SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,877TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$4,277TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN RIGNEYIndividualWithBooksNm
Phone3109141600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SAMUEL JACKSON
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049PRESIDENT0.00$0$0$0
LATANYA R JACKSON
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049SECRETARY0.00$0$0$0
JOHN RIGNEY
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049ASSISTANT SECRETARY0.00$0$0$0
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$1,905,031AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$99,852AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,004,883TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,004,883AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,073CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,974,810NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,741MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98,741MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,877TaxBasedOnInvestmentIncomeAmt
Total Tax$7,877TotalTaxAmt
Distributable Before Adj$90,864DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$90,864DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$90,864DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$345,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$345,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,864DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$251,130ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$285,817ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$301,066ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$135,081ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$215,393ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,188,487TotalExcessDistributionCyovAmt
Qualifying Distributions$345,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$90,864AppliedToCurrentYearAmt
Remaining Distri From Corpus$254,136RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,442,623TotalCorpusAmt
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$251,130ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,191,493ExcessDistriCyovToNextYrAmt
Excess From Year4$285,817ExcessFromYear4Amt
Excess From Year3$301,066ExcessFromYear3Amt
Excess From Year2$135,081ExcessFromYear2Amt
Excess From Year1$215,393ExcessFromYear1Amt
Excess From Current Year$254,136ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSAMUEL JACKSONContributingManagerNm
Contributing ManagerLATANYA R JACKSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFRICAN AMERICAN MUSEUM OF THE PERFORMING ARTS
333 S WASBATH SUITE 2700CHICAGOIL60604N/ANCTO SUPPORT THE ORGANIZATION SET THEIR OWN TABLE PROGRAM, A NATIONWIDE CONVERSATION WITH AFRICAN AMERICAN ARTISTS ON THEIR VIEWPOINT OF THE IMPORTANCE OF BUIDING, EDUCATING, AND RECORDING THE SIGNIFICANT CONTRIBUTIONS OF AFRICAN AMERICAN PERFORMING ARTISTS.$5,000
BLACK THEATRE UNITED
57 WEST 57TH STREETNEW YORKNY10019NONENCTO FUND THE MARVA HICKS MUSICAL THEEATRE SCHOLARSHIP$20,000
HOLLYROD FOUNDATION
2934 1/2 N BEVERLY GLEN CIRCLELOS ANGELESCA90077N/ANCDONATION TO THE ORGANIZATION'S GENERAL FUND TO FURTHER ITS MISSIONS$20,000
IN A PERFECT WORLD FOUNDATION
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069N/ANCDONATION TO THE ORGANIZATION TO SUPPORT EDUCATORS AND STUDENTS IN UNDERSERVED CLASSROOMS$50,000
MOREHOUSE COLLEGE
830 WESTVIEW DR SWATLANTAGA30314NONENCTO HELP SUPPORT THE COLLEGE'S MISSION OF EDUCATING AND DEVELOPING BLACK MEN FOR LEADERSHIP AND SERVICE.$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$345,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,689ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$513,437ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$567,126ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$567,126TotalIncomeProducingActyAmt

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 ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SAMUEL AND LATANYA JACKSON
111812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049$50,000Yes (X)
SAMUEL AND LATANYA JACKSON
211812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049$250,052Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property2,576 SHS S&P 500 GROWTH ETFNoncashPropertyDesc
Fair Market Value$250,052FairMarketValueAmt
Received2025-03-31ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGOLDMAN SACHS BROKERAGE ACCOUNTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,519,357BookValueAmt
EOYFMV$2,000,108EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$17,153LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$2,053BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$208,115Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIES & EXPENSESDesc
Revenue And Expenses Per Books$2,345RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
SAMUEL AND LATANYA JACKSON
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049
CARRIE ODELL
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$5,020$0$0
FOREIGN TAXES$261$261$0

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