PEBBLE HILL FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PEBBLE HILL FOUNDATION INC (EIN 34-6525857)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-02-06
- IRS object ID
- 202420379349100807
- Schema version
- 2022v5.0
- 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
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-06T12:55:38-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581304721 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANIGAN & ASSOCIATES P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 GORDON AVENUE | AddressLine1Txt |
| City | THOMASVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31792 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346525857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEBBLE HILL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEBB | BusinessNameControlTxt |
| Phone | 2292262344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 830 | AddressLine1Txt |
| City | THOMASVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31799 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WHITNEY WHITE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2292262344 | PhoneNum |
| Signature | 2024-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WHITNEY | PersonFirstNm |
| Person Last | WHITE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00105177 | PTIN |
| Phone | 2292268320 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,735,485 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $248,135 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $545 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $545 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $802,802 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $802,802 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $533,585 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $533,585 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $310,962 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$105,593 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,401,579 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $5,680 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $3,391 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $2,289 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $2,289 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $322,585 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $322,585 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,804,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,336,932 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $324,874 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,121 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,561 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,560 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $772,721 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $60,507 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $712,214 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $315,813 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $25,265 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $290,548 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,016 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,612 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,370 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,185 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,185 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $181,046 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $181,046 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $223 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $223 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160,443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,276 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $155,167 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $412,652 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $63,357 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $63,357 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $157,257 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,019 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $143,238 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $20,324 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $20,324 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,094,048 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $76,226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,017,822 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,225,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $479,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $63,357 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,396,893 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,225,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $479,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $63,357 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,396,893 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,420,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $857,490 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $261,517 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $350 | CashBOYAmt |
| Cash EOY | $350 | CashEOYAmt |
| Cash EOYFMV | $350 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,005,199 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $399,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $399,149 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,635 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,730 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,635 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,635 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $17,252 | InventoriesBOYAmt |
| Inventories EOY | $20,003 | InventoriesEOYAmt |
| Inventories EOYFMV | $20,003 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $55,083 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $36,600 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $36,600 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $26,490,050 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,424,801 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,424,801 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $26,431,463 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,730,815 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $17,850,138 | LandBOYAmt |
| Land EOY | $17,700,648 | LandEOYAmt |
| Land EOYFMV | $17,700,648 | LandEOYFMVAmt |
| Other Assets BOY | $139,459 | OtherAssetsBOYAmt |
| Other Assets EOY | $152,299 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $152,299 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $45,568,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,735,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,735,485 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $55,468 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $87,205 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $9,471 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,319 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $306,407 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $321,281 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $371,346 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $409,805 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,195,710 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,324,475 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $31,001,205 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $31,001,205 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,196,915 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,325,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,568,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,735,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,196,915 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,420,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,549,451 | OtherIncreasesAmt |
| Subtotal | $46,325,680 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,325,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| DIVERSIFIED TRUSTS - PH | $7,962,938 | $8,177,402 | -$214,464 | -$214,464 |
| CHARLES SCHWAB - MELROSE | $3,438,641 | $3,329,770 | $108,871 | $108,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$105,593 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,919 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,919 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,760 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $12,840 | OverpaymentAmt |
| Applied To ES Tax | $12,840 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PEBBLEHILL.COM | WebsiteAddressTxt |
| Individual With Books | PEBBLE HILL FOUNDATION W WHITE | IndividualWithBooksNm |
| Phone | 2292262344 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 HIGHWAY 319 S | AddressLine1Txt |
| City | THOMASVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31792 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WHITNEY WHITE | ||||||||
| 1251 US HWY 319 S | THOMASVILLE | GA | 31792 | DIRECTOR | 40.00 | $85,121 | $0 | $0 |
| TIM SANDERS | ||||||||
| PO BOX 1479 | THOMASVILLE | GA | 31792 | SECRETARY/ TREASURER | 1.00 | $0 | $0 | $0 |
| NANCY STAHL | ||||||||
| 1251 US HWY 319 S | THOMASVILLE | GA | 31792 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN DUNLAP | ||||||||
| 1251 US HWY 319 S | THOMASVILLE | GA | 31792 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WARREN BICKNELL | ||||||||
| 1251 US HWY 319 S | THOMASVILLE | GA | 31792 | PRESIDENT | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| TERRY CHASTAIN | ||||||||
| PO BOX 830 | THOMASVILLE | GA | 31792 | MELROSE GROUNDS | 40.00 | $87,683 | $3,700 | $0 |
| WHITNEY WHITE | ||||||||
| PO BOX 830 | THOMASVILLE | GA | 31792 | EXECUTIVE DIRECTOR | 40.00 | $85,121 | $0 | $0 |
| TONYA MCCORKLE | ||||||||
| PO BOX 830 | THOMASVILLE | GA | 31792 | BOOKKEEPER | 40.00 | $67,484 | $0 | $0 |
| LAURA STRICKLAND | ||||||||
| PO BOX 830 | THOMASVILLE | GA | 31792 | GROUNDS SUPERVISOR | 40.00 | $60,210 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | |||||
| 888 SW FIFTH AVENUE SUITE 1200 | PORTLAND | OR | 97204 | INVESTMENT SERVICES | $89,428 |
| DIVERSIFIED TRUST COMPANY | |||||
| 400 GALLERIA PARKWAY SE SUITE 1400 | ATLANTA | GA | 30339 | INVESTMENT SERVICES | $88,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EXPENSES TO OPERATE HISTORICAL MUSEUM WHICH IS OPEN TO THE PUBLIC IN CONJUNCTION WITH EDUCATIONAL AND PUBLIC CHARITABLE ACTIVITIES. VISITORS TO THE GROUNDS AND MUSEUM DURING THE FISCAL YEAR WERE _______. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,767,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $647,203 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,414,961 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,414,961 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $441,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,973,737 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,448,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,396,893 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,396,893 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-11-23 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $261,517 | CurrentYearAmt |
| Year1 | $196,839 | Year1Amt |
| Year2 | $304,843 | Year2Amt |
| Year3 | $308,361 | Year3Amt |
| Total | $1,071,560 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $222,289 | CurrentYearAmt |
| Year1 | $167,313 | Year1Amt |
| Year2 | $259,117 | Year2Amt |
| Year3 | $262,107 | Year3Amt |
| Total | $910,826 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,396,893 | CurrentYearAmt |
| Year1 | $2,135,256 | Year1Amt |
| Year2 | $1,919,609 | Year2Amt |
| Year3 | $1,946,023 | Year3Amt |
| Total | $8,397,781 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,396,893 | CurrentYearAmt |
| Year1 | $2,135,256 | Year1Amt |
| Year2 | $1,919,609 | Year2Amt |
| Year3 | $1,946,023 | Year3Amt |
| Total | $8,397,781 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $965,791 | CurrentYearAmt |
| Year1 | $1,051,215 | Year1Amt |
| Year2 | $1,050,991 | Year2Amt |
| Year3 | $913,745 | Year3Amt |
| Total | $3,981,742 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| ADMISSIONS | $123,455 |
| TIMBER SALVAGE | $101,827 |
| MISCELLANEOUS | $79,587 |
| SPECIAL EVENTS | $17,716 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $545 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $802,802 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $310,962 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$105,593 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $2,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,116,053 | ExclusionAmt |
| Related Or Exempt Function Incm | $217,537 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,333,590 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | ACTIVITIES RELATED TO THE OPERATION OF A HISTORIC SHOOTING PLANTATION AND MUSEUM | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKER POE CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1075 PEACHTREE STREET NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $22,370 | Amt |
| Net Investment Income | $11,185 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,185 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLEN MOR HOMES-250 SHRS | AT COST | $6,250 | $6,250 |
| HCC PRIVATE EQUITY OFFSHORE IX FUND-66.946 SHRS | AT COST | $154,594 | $154,594 |
| HCC PRIVATE EQUITY OFFSHORE VIII FUND-162.77 SHRS | AT COST | $94,087 | $94,087 |
| DTC US CORE EQUITY FUND COMMON | AT COST | $5,153,839 | $5,153,839 |
| DTC INTERNATIONAL EQUITY COMMON | AT COST | $2,721,078 | $2,721,078 |
| DTC PRIVATE EQUITY VI LP | AT COST | $275,428 | $275,428 |
| SCHWAB STK PORTFOLIO EQUITIES 4356 | AT COST | $3,787,911 | $3,787,911 |
| SCHWAB U.S. TREASURIES NOTES | AT COST | $1,608,008 | $1,608,008 |
| SCHWAB U.S. CORPORATE BONDS | AT COST | $1,442,527 | $1,442,527 |
| SCHWAB ISHARES MSCI EFT | AT COST | $269,884 | $269,884 |
| SCHWAB OTHER ASSETS - TRUST | AT COST | $92,348 | $92,348 |
| SCHWAB MUTUAL FUNDS | AT COST | $1,289,548 | $1,289,548 |
| SCHWAB STK PORTFOLIO EQUITIES 0704 | AT COST | $2,946,481 | $2,946,481 |
| SCHWAB OTHER ASSETS 4356 | AT COST | $464,985 | $464,985 |
| TOUCHSTONE IMPACT BOND FUND CL I | AT COST | $2,171,450 | $2,171,450 |
| COLUMBIA STRATEGIC INCOME FUND INSTL 3 | AT COST | $876,073 | $876,073 |
| DTC US ACTIVE EQUITY FUND COMMON | AT COST | $2,978,548 | $2,978,548 |
| HCC PRIVATE EQUITY OFFSHORE VI FUND-1567.098 SHRS | AT COST | $469,878 | $469,878 |
| HCC PRIVATE EQUITY OFFSHORE VII FUND-654.855 SHRS | AT COST | $197,127 | $197,127 |
| DTC MULTI-STRATEGY FUND LIQUIDATING ACCOUNT | AT COST | $142 | $142 |
| PIMCO LOW DURATION FUND #36 | AT COST | $401,815 | $401,815 |
| APPLE INC COM | AT COST | $171 | $171 |
| MICROSOFT CORP COM | AT COST | $316 | $316 |
| DTC PRIVATE DIVERSIFIERS II COMMON | AT COST | $1,022,313 | $1,022,313 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND AND TIMBER | $10,379,902 | $0 | $10,379,902 | $10,379,902 |
| BUILDINGS AND IMPROVEMENTS | $12,706,258 | $5,916,996 | $6,789,262 | $6,789,262 |
| EQUIPMENT AND VEHICHLES | $2,208,758 | $1,810,485 | $398,273 | $398,273 |
| CATTLE AND HORSES | $35,416 | $31,817 | $3,599 | $3,599 |
| FURNITURE AND FIXTURES | $1,101,129 | $971,517 | $129,612 | $129,612 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,016 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,612 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUSEUM FURNISHINGS | $139,459 | $139,459 | $139,459 |
| EXCISE TAX RECEIVABLE | $12,840 | $12,840 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MUSEUM EXPENSE | $39,915 | $0 | $0 | $39,915 |
| DUES & SUBSCRIPTIONS | $4,259 | $0 | $0 | $4,259 |
| SECURITY | $11,316 | $0 | $0 | $11,316 |
| UNIFORMS | $7,590 | $0 | $0 | $7,590 |
| MISCELLANEOUS | $38,259 | $0 | $0 | $38,259 |
| STABLE | $73,810 | $0 | $0 | $73,810 |
| INSURANCE | $129,262 | $0 | $0 | $129,262 |
| REPAIRS & MAINTENANCE | $241,604 | $0 | $0 | $241,604 |
| OUTSIDE SERVICES | $301,843 | $0 | $0 | $301,843 |
| GROUNDS EXPENSE | $31,426 | $0 | $0 | $31,426 |
| TRANSPORTATION | $61,921 | $0 | $0 | $61,921 |
| SUPPLIES | $10,350 | $0 | $0 | $10,350 |
| ADVERTISING | $9,800 | $0 | $0 | $9,800 |
| TRAVEL AND ENTERTAINMENT | $808 | $0 | $0 | $808 |
| SPECIAL EVENTS | $55,659 | $0 | $0 | $55,659 |
| REPAIRS & MAINTENANCE | $21,009 | $21,009 | $0 | |
| OUTSIDE SERVICES | $26,247 | $26,247 | $0 | |
| ADVERTISING | $852 | $852 | $0 | |
| PROPERTY & VEHICLE TAX | $7,181 | $7,181 | $0 | |
| TIMBER MANAGEMENT EXPENSE | $20,937 | $20,937 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ADMISSIONS | $123,455 | $123,455 |
| TIMBER SALVAGE | $101,827 | $101,827 |
| MISCELLANEOUS | $79,587 | $79,587 |
| SPECIAL EVENTS | $17,716 | $17,716 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $2,549,451 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PAYROLL & DEFERRED COMPENSATION | $32,584 | $47,623 |
| FACILITY DEPOSITS/DEFERRED REVENUE | $248,095 | $273,658 |
| EXCISE TAX PAYABLE | $25,728 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES | CategoryTxt |
| Amt | $181,046 | Amt |
| Net Investment Income | $181,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $60,668 | $0 | $0 | $60,668 |
| PROPERTY TAXES | $82,580 | $0 | $0 | $82,580 |
| EXCISE TAX | $11,919 | $0 | $0 | $11,919 |
| PAYROLL TAX | $5,276 | $5,276 | $0 |
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