SR2 GEORGE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: SR2 GEORGE FOUNDATION INC (EIN 84-3774067)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-13
IRS object ID: 202641339349102734
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
Form 990-PF
Accounting Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-13T10:14:06-07:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	823990077	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Lacey & Orth CPA LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	151 Locust St	AddressLine1Txt
City	Avondale Estates	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30002	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	843774067	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SR2 GEORGE FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SR2G	BusinessNameControlTxt
Phone	4042941320	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9 S AVONDALE RD	AddressLine1Txt
City	AVONDALE ESTATES	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30002	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SUBI GEORGE	PersonNm
Person Title	Director	PersonTitleTxt
Signature	2026-05-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Shawn Orth	PreparerPersonNm
PTIN	P00956162	PTIN
Phone	4042346969	PhoneNum

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Initial Return	Yes (X)	InitialReturnInd
Organization501c3 Taxable PF	Yes (X)	Organization501c3TaxablePFInd
FMV Assets EOY	$0	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Net Gain Sale Ast Rev And Expnss	$14,076	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$29,000	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$14,076	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$6,684	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$20,760	TotalRevAndExpnssAmt
Total Net Invst Incm	$14,076	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$5,583	AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss	$600	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$6,183	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$12,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$12,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$18,183	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$12,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,577	ExcessRevenueOverExpensesAmt
Net Investment Income	$14,076	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$218	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$11,251	SavAndTempCashInvstEOYAmt
Corporate Stock BOY	$282,080	CorporateStockBOYAmt
Corporate Stock EOY	$301,239	CorporateStockEOYAmt
Other Investments BOY	$64,302	OtherInvestmentsBOYAmt
Other Investments EOY	$70,148	OtherInvestmentsEOYAmt
Other Assets EOY	$1	OtherAssetsEOYAmt
Total Assets BOY	$346,600	TotalAssetsBOYAmt
Total Assets EOY	$382,639	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$346,600	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$382,639	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$346,600	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$382,639	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$346,600	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$382,639	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$346,600	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,577	ExcessRevenueOverExpensesAmt
Other Increases	$33,462	OtherIncreasesAmt
Subtotal	$382,639	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$382,639	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	FIDELITY	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2019-12-10	AcquiredDt
Sold	2025-08-14	SoldDt
Gross Sales Price	$29,000	GrossSalesPriceAmt
Cost Or Other Basis	$14,924	CostOrOtherBasisAmt
Gain Or Loss	$14,076	GainOrLossAmt
Gains Minus Excess Or Losses	$14,076	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$14,076	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$196	InvestmentIncomeExciseTaxAmt
Subtotal	$196	SubtotalAmt
Tax Based On Investment Income	$196	TaxBasedOnInvestmentIncomeAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Tax Due	$196	TaxDueAmt
Applied To ES Tax	$0	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
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	GA	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	SUBI GEORGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4042941320	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	9 S AVONDALE RD	AddressLine1Txt
City	AVONDALE ESTATES	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30002	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
Business Holdings	false	BusinessHoldingsInd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

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
SUBI GEORGE
9 S AVONDALE RD	AVONDALE ESTATES	GA	30002	Director	0.00	$0
ROSHINI GEORGE
9 S AVONDALE RD	AVONDALE ESTATES	GA	30002	Director	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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$196	TaxBasedOnInvestmentIncomeAmt
Total Tax	$196	TotalTaxAmt
Distributable Before Adj	$196	DistributableBeforeAdjAmt
Distributable Before Ded	$196	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$12,000	ExpensesAndContributionsAmt
Qualifying Distributions	$12,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$12,000	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$12,000	TotalExcessDistributionCyovAmt
Qualifying Distributions	$12,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$12,000	RemainingDistriFromCorpusAmt
Total Corpus	$24,000	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$24,000	ExcessDistriCyovToNextYrAmt
Excess From Year1	$12,000	ExcessFromYear1Amt
Excess From Current Year	$12,000	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SUBI GEORGE	ContributingManagerNm
Contributing Manager	ROSHINI GEORGE	ContributingManagerNm

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
EMMANEUL CSI CONGREGATION
3521 SUGARLOAF PKWY	LAWRENCEVILLE	GA	30044	NA	PC	OPERATING BUDGET	$6,000
AMNESTY INTERNATIONAL
730 PEACHTREE RD	ATLANTA	GA	30308	NA	PC	GERNERAL DONATION	$1,000
GEORGIA TECH FOUNDATION
760 SPRING STREET	ATLANTA	GA	30308	NA	PC	GENERAL DONATION	$1,000
THE WHARTON FUND
2929 WALNUT STREET	PHILADELPHIA	PA	19104	NA	PC	GENERAL DONATION	$2,000
TARA MANDALA
4000 USFS RD 649	PAGOSA SPRINGS	CO	81147	NA	PC	GENERAL DONATION	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$12,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$6,684	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$14,076	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$20,760	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$20,760	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Amt	$5,583	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	Rounding	Desc
EOY Book Value	$1	EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	TAX APPEAL	Desc
Revenue And Expenses Per Books	$600	RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc
Revenue And Expenses Per Books	$6,684	RevenueAndExpensesPerBooksAmt

SR2 GEORGE FOUNDATION INC: Form 990PF, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

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