Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE JORGENSEN FAMILY FOUNDATION INC
C/O JOHN AND BARBARA JORGENSEN
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 237
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUCKEYSTOWN, MD21717
A Employer identification number

52-1992602
B Telephone number (see instructions)

(301) 831-1000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,434,176
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 43,141 43,141 43,141
5a Gross rents............ 32,000 32,000 32,000
b Net rental income or (loss) 23,122
6a Net gain or (loss) from sale of assets not on line 10 189,684
b Gross sales price for all assets on line 6a 358,862
7 Capital gain net income (from Part IV, line 2)... 189,684
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 89,617
b Less: Cost of goods sold.... 18,053
c Gross profit or (loss) (attach schedule)..... 71,564 71,564
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 336,389 264,825 146,705
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,070 535 535 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 9,234 4,642 4,305 0
19 Depreciation (attach schedule) and depletion... 44,603 0 44,603
20 Occupancy.............. 4,573 4,573 4,573 0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 255,338 0 195,157 60,181
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 314,818 9,750 249,173 60,181
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 314,818 9,750 249,173 60,181
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 21,571
b Net investment income (if negative, enter -0-) 255,075
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 72,536 98,009 98,009
2 Savings and temporary cash investments......... 12,365 2,683 2,683
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,204,793 Click to see attachment
List of Attached Documents:
// Content
2,221,963
2,731,358
14 Land, buildings, and equipment: basis right arrow3,394,699
Less: accumulated depreciation (attach schedule) right arrow792,573 2,613,516 Click to see attachment
List of Attached Documents:
// Content
2,602,126
2,602,126
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,903,210 4,924,781 5,434,176
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,903,210 4,924,781
29 Total net assets or fund balances (see instructions)..... 4,903,210 4,924,781
30 Total liabilities and net assets/fund balances (see instructions). 4,903,210 4,924,781
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,903,210
2
Enter amount from Part I, line 27a .....................
2
21,571
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,924,781
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,924,781
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAINS DIVIDENDS P   2024-12-31
b CAPITAL GAIN DISTRIBUTIONS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 238,000   169,178 68,822
b 120,862     120,862
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       68,822
b       120,862
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 189,684
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,546
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,546
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,546
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,929
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,929
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,383
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,383 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMD
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDOUGLAS SELBY Telephone no.right arrow (301) 831-1000

Located atright arrow3735 BUCKEYSTOWN PIKEBUCKEYSTOWNMD ZIP+4right arrow21717
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN S JORGENSEN PRES/DIR
1.00
0 0 0
34790 NORTH INDIAN CAMP TRAIL
SCOTTSDALE,AZ85266
BARBARA B JORGENSEN DIRECTOR
1.00
0 0 0
34790 NORTH INDIAN CAMP TRAIL
SCOTTSDALE,AZ85266
DOUGLAS SELBY TREAS/DIR
1.00
0 0 0
PO BOX 237
BUCKEYSTOWN,MD21717
JOHN S JORGENSEN JR SEC/DIR
1.00
0 0 0
PO BOX 237
BUCKEYSTOWN,MD21717
SCOTT BARIO EXEC DIR/DIR
20.00
0 0 0
PO BOX 237
BUCKEYSTOWN,MD21717
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 HOLD AND OPERATE REAL ESTATE FOR AGRICULTURAL RESEARCH EXTENSION EDUCATIONAL PURPOSES. 249,346
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 FIXED ASSETS PURCHASED FOR REAL ESTATE AND AGRICULTURAL ENDEAVORS UNDERTAKEN FOR THE ORGANIZATIONS CHARITABLE RESEARCH MISSION 9,750
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow9,750
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,724,725
b
Average of monthly cash balances.......................
1b
80,024
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,804,749
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,804,749
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
42,071
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,762,678
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
138,134
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
60,181
b
Program-related investments—total from Part VIII-B..................
1b
9,750
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
69,931
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
1996-11-07
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
0 0 132,717 60,185 192,902
b 85% (0.85) of line 2a ......... 0 0 112,809 51,157 163,967
c Qualifying distributions from Part XI,
line 4 for each year listed .....
69,931 178,758 243,943 144,032 636,664
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
69,931 178,758 243,943 144,032 636,664
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
        0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
92,089 87,201 88,478 94,455 362,223
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
        0
(3) Largest amount of support
from an exempt organization
        0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
JOHN S JORGENSEN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year
Total .................................right arrow 3a 0
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 43,141  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 23,122  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 68,822 120,862
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         71,564
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 135,085 192,426
13Total. Add line 12, columns (b), (d), and (e)..................
13
327,511
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
10 THE ORGANIZATION'S EXEMPT PURPOSE IS TO HOLD AND OPERATE REAL ESTATE FOR AGRICULTURAL RESEARCH AND EXTENSION EDUCATIONAL PURPOSES. THIS REVENUE REPRESENTS THE NET INCOME FROM THE OPERATION OF THE REAL ESTATE FOR THE ORGANIZATION'S EXEMPT PURPOSE.
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE JORGENSEN FAMILY FOUNDATION INC
 
C/O JOHN AND BARBARA JORGENSEN
EIN:
52-1992602
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,070 535 535 0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
THE JORGENSEN FAMILY FOUNDATION INC
 
C/O JOHN AND BARBARA JORGENSEN
EIN:
52-1992602
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LAND 1996-08-30 1,300,000   L   0 0 0  
EQUIPMENT 1996-08-30 70,910 70,910 SL 10.000000000000 0 0 0  
EQUIPMENT FEEDING & WATERING 1996-12-15 7,100 7,100 SL 10.000000000000 0 0 0  
EQUIPMENT 1997-05-30 44,766 44,766 SL 10.000000000000 0 0 0  
FENCING 1997-06-30 10,299 10,299 SL 10.000000000000 0 0 0  
IMPROVEMENTS FEEDING & WATERING 1997-07-31 4,984 4,980 SL 20.000000000000 0 0 0  
FARM HOUSE 1998-12-01 97,180 97,180 SL 20.000000000000 0 0 0  
FENCING 1998-06-30 7,852 7,852 SL 10.000000000000 0 0 0  
HANDLING AREA & CORRAL 1999-09-02 8,902 8,902 SL 20.000000000000 0 0 0  
HOUSE DECK 1999-05-01 1,710 1,710 SL 20.000000000000 0 0 0  
REPAVE BARNYARD 1999-06-01 8,887 8,887 SL 10.000000000000 0 0 0  
BARN FLOORING 1999-05-01 750 750 SL 20.000000000000 0 0 0  
EQUIPMENT 1999-12-15 5,523 5,520 SL 10.000000000000 0 0 0  
LAND 2000-01-12 222,006   L   0 0 0  
FENCING 2000-03-15 21,473 21,470 SL 10.000000000000 0 0 0  
LOADER 2000-06-15 7,100 7,100 SL 10.000000000000 0 0 0  
WATER AND FEED PADS 2000-06-15 2,272 2,272 SL 10.000000000000 0 0 0  
WATER SYSTEM 2000-06-15 16,727 16,727 SL 10.000000000000 0 0 0  
EQUIPMENT 2000-08-01 27,250 27,250 SL 10.000000000000 0 0 0  
BULL 2001-03-19 2,100 2,100 SL 10.000000000000 0 0 0  
FENCE RELOCATION 2001-02-08 4,226 4,226 SL 10.000000000000 0 0 0  
HEAT DETECTOR 2001-03-08 6,304 6,300 SL 10.000000000000 0 0 0  
FENCING 2001-08-13 2,895 2,895 SL 10.000000000000 0 0 0  
DIESEL TANK 2001-05-29 485 485 SL 10.000000000000 0 0 0  
NEW SIGN 2003-09-30 950 950 SL 10.000000000000 0 0 0  
CATTLE SCALES 2004-01-05 1,295 1,295 SL 10.000000000000 0 0 0  
WYE ANGUS BULL ANDERSON IN-LINE HAT 2005-04-01 3,451 3,451 SL 10.000000000000 0 0 0  
NEW FENCE 2005-05-01 7,765 7,765 SL 10.000000000000 0 0 0  
FEED PADS 2005-11-01 2,136 2,136 SL 10.000000000000 0 0 0  
1790 TAVERN/TOLL HOUSE 2005-02-12 17,389 9,176 SL 39.000000000000 446 0 446  
1790 TAVERN/TOLL HOUSE - ADD'L 2007-01-01 228,478 99,468 SL 39.000000000000 5,858 0 5,858  
NEW FENCE (ACROSS RT 85) 2007-01-01 2,625 2,625 SL 10.000000000000 0 0 0  
BULL 2007-03-01 3,000 3,000 SL 10.000000000000 0 0 0  
FARM HOUSE IMPROVEMENTS 2007-10-01 10,374 6,126 SL 27.500000000000 377 0 377  
2005 FORD F-250 PICKUP 2007-11-01 24,346 24,346 SL 5.000000000000 0 0 0  
ADDITION TO TOLLHOUSE ASSET #55 2007-01-01 36,195 15,776 SL 39.000000000000 928 0 928  
WYE ANGUS BULL 2009-04-01 3,553 3,553 SL 10.000000000000 0 0 0  
DELL INSPIRON LAPTOP1546 & PRINTER V313W 2010-06-01 801 801 SL 5.000000000000 0 0 0  
HAY FEEDERS 2010-09-01 3,571 3,568 SL 10.000000000000 0 0 0  
FEATHERLITE MODEL 8117 STOCK TRAILER 2012-08-01 13,469 13,469 SL 10.000000000000 0 0 0  
BARN IMPROVEMENTS 2012-11-01 71,590 39,977 SL 20.000000000000 3,580 0 3,580  
LAND 2012-12-01 538,234   L   0 0 0  
HAY WAGON 2013-02-01 2,200 2,200 SL 10.000000000000 0 0 0  
2004 TOYOTA TUNDRA 4X4 PICKUP 2014-07-01 3,000 3,000 SL 5.000000000000 0 0 0  
NEW MOWER 2014-07-01 13,150 12,493 SL 10.000000000000 657 0 657  
FACILITY IMPROVEMENTS (REST. BURIAL PLOT) 2014-10-01 35,000 11,775 SL 27.500000000000 1,273 0 1,273  
VERMEER HAY RAKE 2015-04-01 7,150 6,256 SL 10.000000000000 715 0 715  
NEW BARN BUILDING 2015-10-01 128,543 28,017 SL 39.000000000000 3,296 0 3,296  
2017 EX MARK MOWER 2017-03-01 8,999 6,150 SL 10.000000000000 900 0 900  
RENTAL HOUSE IMPROVEMENTS 2017-08-01 12,900 3,009 SL 27.500000000000 469 0 469  
LANE REPAVING 2017-12-01 27,995 17,033 SL 10.000000000000 2,800 0 2,800  
ANDERSON IN-LINE HAY WRAPPER 2018-03-01 18,000 10,500 SL 10.000000000000 1,800 0 1,800  
WYE ANGUS BULL #11089 2018-04-01 2,849 1,639 SL 10.000000000000 285 0 285  
FEEDING & CONTAINMENT STRUCTURE 2018-05-01 40,761 5,983 SL 39.000000000000 1,045 0 1,045  
BOBCAT GRAPPLE BUCKET 2018-05-01 1,048 283 SL 39.000000000000 27 0 27  
2019 KAWASAKI MULE 4010 2018-10-01 9,879 5,187 SL 10.000000000000 988 0 988  
KUBOTA SKIDSTEER MODEL KT5502 W/ BUCKET 2019-03-01 31,271 14,853 SL 10.000000000000 3,127 0 3,127  
WYE ANGUS NEW BULL - HALF INTEREST 2019-04-01 1,272 603 SL 10.000000000000 127 0 127  
2016 KRONE KW 552 TEDDER 2019-04-01 8,600 4,085 SL 10.000000000000 860 0 860  
RENTAL HOUSE IMPROVEMENTS 2020-03-20 20,726 2,827 SL 27.500000000000 754 0 754  
2022 XUV835M NO CAB 2022-06-01 13,000 2,058 SL 10.000000000000 1,300 0 1,300  
RAM 1500 2022-06-08 33,000 10,450 SL 5.000000000000 6,600 0 6,600  
BUSHEL MANURE SPREADER 2022-08-05 19,250 2,727 SL 10.000000000000 1,925 0 1,925  
CATTLE 2022-06-01 2,754 436 SL 10.000000000000 275 0 275  
FARM MANAGER HOUSE IMPROVEMENTS 2023-01-01 28,648 1,042 SL 27.500000000000 1,042 0 1,042  
MASSEY FERGUSON MF6713 130 HP 4WD TRACTOR W/ CAB AND LOADER 2024-08-11 75,580   SL 10.000000000000 3,149 0 3,149  

TY 2024 InvestmentsOtherSchedule2
Name:
THE JORGENSEN FAMILY FOUNDATION INC
 
C/O JOHN AND BARBARA JORGENSEN
EIN:
52-1992602
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS FMV 2,221,963 2,731,358

TY 2024 LandEtcSchedule2
Name:
THE JORGENSEN FAMILY FOUNDATION INC
 
C/O JOHN AND BARBARA JORGENSEN
EIN:
52-1992602
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 1,300,000 0 1,300,000  
EQUIPMENT 70,910 70,910 0  
EQUIPMENT FEEDING & WATERING 7,100 7,100 0  
EQUIPMENT 44,766 44,766 0  
FENCING 10,299 10,299 0  
IMPROVEMENTS FEEDING & WATERING 4,984 4,980 4  
FARM HOUSE 97,180 97,180 0  
FENCING 7,852 7,852 0  
HANDLING AREA & CORRAL 8,902 8,902 0  
HOUSE DECK 1,710 1,710 0  
REPAVE BARNYARD 8,887 8,887 0  
BARN FLOORING 750 750 0  
EQUIPMENT 5,523 5,520 3  
LAND 222,006 0 222,006  
FENCING 21,473 21,470 3  
LOADER 7,100 7,100 0  
WATER AND FEED PADS 2,272 2,272 0  
WATER SYSTEM 16,727 16,727 0  
EQUIPMENT 27,250 27,250 0  
BULL 2,100 2,100 0  
FENCE RELOCATION 4,226 4,226 0  
HEAT DETECTOR 6,304 6,300 4  
FENCING 2,895 2,895 0  
DIESEL TANK 485 485 0  
NEW SIGN 950 950 0  
CATTLE SCALES 1,295 1,295 0  
WYE ANGUS BULL ANDERSON IN-LINE HAT 3,451 3,451 0  
NEW FENCE 7,765 7,765 0  
FEED PADS 2,136 2,136 0  
1790 TAVERN/TOLL HOUSE 17,389 9,622 7,767  
1790 TAVERN/TOLL HOUSE - ADD'L 228,478 105,326 123,152  
NEW FENCE (ACROSS RT 85) 2,625 2,625 0  
BULL 3,000 3,000 0  
FARM HOUSE IMPROVEMENTS 10,374 6,503 3,871  
2005 FORD F-250 PICKUP 24,346 24,346 0  
ADDITION TO TOLLHOUSE ASSET #55 36,195 16,704 19,491  
WYE ANGUS BULL 3,553 3,553 0  
DELL INSPIRON LAPTOP1546 & PRINTER V313W 801 801 0  
HAY FEEDERS 3,571 3,568 3  
FEATHERLITE MODEL 8117 STOCK TRAILER 13,469 13,469 0  
BARN IMPROVEMENTS 71,590 43,557 28,033  
LAND 538,234 0 538,234  
HAY WAGON 2,200 2,200 0  
2004 TOYOTA TUNDRA 4X4 PICKUP 3,000 3,000 0  
NEW MOWER 13,150 13,150 0  
FACILITY IMPROVEMENTS (REST. BURIAL PLOT) 35,000 13,048 21,952  
VERMEER HAY RAKE 7,150 6,971 179  
NEW BARN BUILDING 128,543 31,313 97,230  
2017 EX MARK MOWER 8,999 7,050 1,949  
RENTAL HOUSE IMPROVEMENTS 12,900 3,478 9,422  
LANE REPAVING 27,995 19,833 8,162  
ANDERSON IN-LINE HAY WRAPPER 18,000 12,300 5,700  
WYE ANGUS BULL #11089 2,849 1,924 925  
FEEDING & CONTAINMENT STRUCTURE 40,761 7,028 33,733  
BOBCAT GRAPPLE BUCKET 1,048 310 738  
2019 KAWASAKI MULE 4010 9,879 6,175 3,704  
KUBOTA SKIDSTEER MODEL KT5502 W/ BUCKET 31,271 17,980 13,291  
WYE ANGUS NEW BULL - HALF INTEREST 1,272 730 542  
2016 KRONE KW 552 TEDDER 8,600 4,945 3,655  
RENTAL HOUSE IMPROVEMENTS 20,726 3,581 17,145  
2022 XUV835M NO CAB 13,000 3,358 9,642  
RAM 1500 33,000 17,050 15,950  
BUSHEL MANURE SPREADER 19,250 4,652 14,598  
CATTLE 2,754 711 2,043  
FARM MANAGER HOUSE IMPROVEMENTS 28,648 2,084 26,564  
MASSEY FERGUSON MF6713 130 HP 4WD TRACTOR W/ CAB AND LOADER 75,580 3,149 72,431  


TY 2024 OtherExpensesSchedule
Name:
THE JORGENSEN FAMILY FOUNDATION INC
 
C/O JOHN AND BARBARA JORGENSEN
EIN:
52-1992602
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GASOLINE AND DIESEL FUEL 9,745 0 0 9,745
INSURANCE 15,161 0 15,161 0
MEMBERSHIPS 592 0 592 0
REPAIRS & MAINTENANCE 31,762 0 0 31,762
HIRED LABOR 1,384 0 0 1,384
FACILITIES UPKEEP & REPAIR 6,028 0 0 6,028
MANAGER HOUSE MAINTENANCE 6,925 0 0 6,925
WATER SYSTEM 1,072 0 0 1,072
SUPPLIES 3,265 0 0 3,265
HIRED MANAGEMENT 130,543 0 130,543 0
EQUIPMENT RENTAL 319 0 319 0
MISCELLANEOUS 48,542 0 48,542 0


TY 2024 SubstantialContributorsSch
Name:
THE JORGENSEN FAMILY FOUNDATION INC
 
C/O JOHN AND BARBARA JORGENSEN
EIN:
52-1992602
Name Address
JOHN S JORGENSEN 34790 NORTH INDIAN CAMP TRAIL
SCOTTSDALE,AZ85266


TY 2024 TaxesSchedule
Name:
THE JORGENSEN FAMILY FOUNDATION INC
 
C/O JOHN AND BARBARA JORGENSEN
EIN:
52-1992602
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE TAXES 4,592 0 0 0
FOREIGN TAX ON DIVIDENDS 337 337 0 0
REAL ESTATE TAXES 4,305 4,305 4,305 0