SARA GILES MOORE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SARA GILES MOORE FOUNDATION (EIN 58-6343477)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-26
- IRS object ID
- 202410579349100126
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-26T17:07:56-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586343477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SARA GILES MOORE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 4042492800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1355 PEACHTREE STREET STE 1560 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK H BUTTERFIELD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4042492800 | PhoneNum |
| Signature | 2024-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANK | PersonFirstNm |
| Person Last | BUTTERFIELD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2024-02-09 | PreparationDt |
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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,909,750 | 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 |
| Dividends Rev And Expnss | $59,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,213,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,482,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,527,319 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,272,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,527,440 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $124,554 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $124,554 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,461 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,231 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,230 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,289 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,289 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,447 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,447 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $220,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $156,520 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,054,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,054,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,275,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,211,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,002,923 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,523,203 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $359,468 | CashBOYAmt |
| Cash EOY | $175,380 | CashEOYAmt |
| Cash EOYFMV | $175,380 | CashEOYFMVAmt |
| Corporate Stock BOY | $17,352,432 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,132,195 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,132,195 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,545,671 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,602,175 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,602,175 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $39,632 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,297,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,909,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,909,750 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $47,297,203 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $38,909,750 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,297,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,909,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,297,203 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,909,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,297,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,002,923 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $45,294,280 | SubtotalAmt |
| Other Decreases | $6,384,530 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,909,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| TIFF MAF | $583,811 | $629,385 | -$45,574 | -$45,574 | |
| PASS-THRU FROM CAMDEN PRIVATE CAPITAL | $4,150 | $4,150 | $4,150 | ||
| PASS-THRU FROM RODNEY SQUARE RE MGRS FUND | $2,016 | -$2,016 | -$2,016 | ||
| PASS-THRU FROM TKF | $368,066 | $368,066 | $368,066 | ||
| PASS-THRU FROM TCF | $944,029 | $944,029 | $944,029 | ||
| TIFF KEYSTONE FUND | $766,359 | $766,359 | $0 | $0 | |
| TIFF CENTERSTONE FUND | $557,299 | $557,299 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $1,258,664 | $1,258,664 | $1,258,664 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,527,319 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,073 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,073 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,073 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,913 | 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 | $7,913 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,163 | EsPenaltyAmt |
| Tax Due | $28,323 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | 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 | HTTP://WWW.THESARAGILESMOOREFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SUSAN ASPINWALL EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 4042492800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1355 PEACHTREE STREET STE 1560 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SARA ARMOUR HEHIR | ||||||||
| 1355 PEACHTREE STREET STE 1560 | ATLANTA | GA | 30309 | TRUSTEE/CHAIR | 1.00 | $0 | $0 | $0 |
| FRANK H BUTTERFIELD | ||||||||
| 1355 PEACHTREE STREET STE 1560 | ATLANTA | GA | 30309 | TRUSTEE/TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZZBETH PRITCHARD | ||||||||
| 1355 PEACHTREE STREET STE 1560 | ATLANTA | GA | 30309 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHLEEN RILEY | ||||||||
| 1355 PEACHTREE STREET STE 1560 | ATLANTA | GA | 30309 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN ASPINWALL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1355 PEACHTREE STREET STE 1560 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $124,554 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $40,741,723 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $880,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,622,081 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,622,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $624,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,997,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,049,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,049,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,073 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,073 | TotalTaxAmt |
| Distributable Before Adj | $2,014,815 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,014,815 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,014,815 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,211,020 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,211,020 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,014,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,706,155 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,211,020 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,706,155 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,504,865 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $509,950 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| AGAPE YOUTH AND FAMILY CENTER | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| ATLANTA CELEBRATES PHOTOGRAPHY | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| ATLANTA CENTER FOR SELF SUFFICIENCY | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| ATLANTA CHILDREN'S SHELTER | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| ATLANTA CONTEMPORARY ARTS | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| ATLANTA HISTORY CENTER | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $125,000 |
| ATLANTA OPERA | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| BOBBY DODD INSTITUTE | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 |
| BOYS & GIRLS CLUBS OF METRO ATLANTA | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| CAMP TWIN LAKES | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| CENTER FOR PUPPETRY ARTS | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| CHRIS 180 | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 |
| COMMUNITY ADVANCED PRACTICE NURSES | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| FIRST PRESBYTERIAN CHURCH OF ATLANTA | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $425,000 |
| FORWARD ARTS FOUNDATION | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,500 |
| FRAZER CENTER | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| GATEWAY CENTER | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 |
| GEORGIA JUSTICE PROJECT | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| HIGH MUSEUM OF ART | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $594,500 |
| HISTORIC OAKLAND FOUNDATION | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $225,000 |
| HOLLINS UNIVERSITY | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| HORIZONS ATLANTA | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| INSPIREDU | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| JEWISH FAMILY AND CAREER SERVICES | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| JEWISH FAMILY AND CAREER SERVICES (BEN MASSELL DENTAL CLINIC) | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| ML4 FOUNDATION | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 |
| MUSEUM OF DESIGN ATLANTA | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| NEW AMERICAN PATHWAYS | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| NICHOLAS HOUSE | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| OUR HOUSE | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| PHILANTHROPY SOUTHEAST | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $4,500 |
| PIEDMONT PARK CONSERVANCY | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $205,000 |
| ROBERT W WOODRUFF ARTS CENTER | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $125,000 |
| SOUTHEASTERN GUIDE DOGS | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| TRUANCY INTERVENTION PROJECT | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| UNITED WAY FOR GREATER ATLANTA | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 |
| WILLIAM BREMAN JEWISH HERITAGE MUSEUM | ||||||||
| C/O SARA GILES MOORE FOUNDATION | 1355 PEACHTREE ST STE 1557 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,054,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,244 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,213,090 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,272,334 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,272,334 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,461 | Amt |
| Net Investment Income | $4,231 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,230 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| WHY RETURN IS BEING AMENDED | FORM 990-PF: | PART II CASH AND PART IX AVERAGE CASH ARE ADJUSTED. THE TAXPAYER WAS MISSING INFORMATION AT THE TIME OF THE 11/15/2023 FILING REGARDING CERTAIN BANK BALANCES THROUGHOUT THE YEAR. |
| PASS-THRU K-1 INCOME /(EXPENSE) ADJUSTMENTS | FORM 990-PF, PART I, COLUMNS (A) & (B): | COLUMN (A) IS BOOK INCOME RECONCILED TO THE INVESTMENT STATEMENTS, COLUMN (B) USES 1099 TAX AND K-1 TAXABLE INCOME REPORTING. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TIFF MULTI-ASSET FUND | StockNm |
| EOY Book Value | $14,132,195 | EOYBookValueAmt |
| EOYFMV | $14,132,195 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAMDEN PRIVATE CAPITAL FUND | FMV | $166,394 | $166,394 |
| RODNEY SQUARE REAL ESTATE MANAGERS FUND | FMV | $41,995 | $41,995 |
| TIFF KEYSTONE FUND | FMV | $14,702,173 | $14,702,173 |
| TIFF CENTERSTONE FUND | FMV | $9,691,613 | $9,691,613 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| FEDERAL NII EXCISE TAX RECEIVABLE | $38,620 |
| FEDERAL UBI TAX RECEIVABLE | $1,012 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED PORTFOLIO GAIN/(LOSS) INCOME | Desc |
| Amt | $6,384,530 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $49 | $0 | $49 |
| INFORMATION TECHNOLOGY | $14,124 | $0 | $14,124 |
| INSURANCE | $5,718 | $0 | $5,718 |
| BANK FEES | $240 | $0 | $240 |
| MISC/OTHER | $610 | $0 | $610 |
| TRANSPORTATION | $706 | $0 | $706 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $6 | Amt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL NET INVESTMENT INCOME EXCISE | CategoryTxt |
| Amt | $60,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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