LULUMA CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LULUMA CHARITABLE TR (EIN 36-7754898)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-22
- IRS object ID
- 202401139349102605
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-22T14:01:15-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367754898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LULUMA CHARITABLE TRUST XXXXX8009 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LULU | BusinessNameControlTxt |
| Phone | 8004962583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JPMORGAN TRUST COMPANY OF DELAWARE | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2024-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2024-04-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $30,344,518 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $743,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $675,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,327,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $36,958 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $763,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $675,333 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $181,953 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $119,969 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $61,984 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $79,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,144 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,819 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,819 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $278,916 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $216,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,984 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,632,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,632,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,911,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $216,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,694,484 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,147,935 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $458,401 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $473,498 | CashBOYAmt |
| Cash EOY | $716,414 | CashEOYAmt |
| Cash EOYFMV | $716,414 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $86,315 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $389,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $389,483 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $24,534,595 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,650,744 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,263,970 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,377,859 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,277,690 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,726,536 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $284,913 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,248,115 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,472,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,319,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,344,518 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $33,472,267 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,319,244 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,472,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,319,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,472,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,319,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,472,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,147,935 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,324,332 | SubtotalAmt |
| Other Decreases | $5,088 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,319,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1699. JPMORGAN BETABUILDERS DEVELO | 2021-02-03 | 2023-01-06 | $85,734 | $95,297 | -$9,563 | -$9,563 |
| 30886.337 SIX CIRCLES INTL UNCON EQ | 2023-01-06 | $300,833 | $345,793 | -$44,960 | -$44,960 | |
| 8286.775 FIDELITY 500 INDEX FUND | 2023-01-20 | $1,142,249 | $1,106,877 | $35,372 | $35,372 | |
| 2293.608 FIDELITY 500 INDEX FUND | 2021-02-03 | 2023-02-21 | $318,651 | $304,775 | $13,876 | $13,876 |
| 35885.991 SIX CIRCLES CREDIT OPPORT | 2023-02-21 | $315,079 | $370,669 | -$55,590 | -$55,590 | |
| 803.342 FIDELITY INTL INDX-INST PRM | 2021-02-03 | 2023-03-30 | $35,773 | $37,091 | -$1,318 | -$1,318 |
| 4862.613 FIDELITY 500 INDEX FUND | 2021-02-03 | 2023-03-30 | $685,872 | $646,144 | $39,728 | $39,728 |
| 1483. JPMORGAN BETABUILDERS JAPAN ETF | 2021-02-03 | 2023-03-30 | $70,877 | $84,340 | -$13,463 | -$13,463 |
| 2468.11 SIX CIRCLES US UNCONSTR EQ | 2023-03-30 | $30,308 | $34,378 | -$4,070 | -$4,070 | |
| 12423.513 SIX CIRCLES INTL UNCON EQ | 2021-04-26 | 2023-03-30 | $126,596 | $135,168 | -$8,572 | -$8,572 |
| 5245. VANGUARD BD INDEX TOTAL BD MKT ETF | 2021-02-05 | 2023-03-30 | $385,334 | $456,163 | -$70,829 | -$70,829 |
| 2476. VANGUARD TOTAL INTL BOND ETF | 2021-02-03 | 2023-03-30 | $120,710 | $143,801 | -$23,091 | -$23,091 |
| 2443.654 FIDELITY INTL INDX-INST PRM | 2021-02-03 | 2023-04-19 | $111,993 | $112,827 | -$834 | -$834 |
| 3521.367 FIDELITY 500 INDEX FUND | 2021-02-03 | 2023-04-19 | $507,852 | $467,919 | $39,933 | $39,933 |
| 587. JPMORGAN BETABUILDERS EUROPE ETF | 2023-02-21 | 2023-04-19 | $32,439 | $31,004 | $1,435 | $1,435 |
| 1100. JPMORGAN BETABUILDERS EUROPE ETF | 2023-02-21 | 2023-04-19 | $60,777 | $58,099 | $2,678 | $2,678 |
| 634. JPMORGAN BETABUILDERS JAPAN ETF | 2021-02-03 | 2023-04-19 | $30,614 | $36,056 | -$5,442 | -$5,442 |
| 1062. JPMORGAN BETABUILDERS CANADA | 2021-02-03 | 2023-04-19 | $65,560 | $58,421 | $7,139 | $7,139 |
| 14872.738 SIX CIRCLES US UNCONSTR EQ | 2021-02-26 | 2023-04-19 | $187,991 | $206,731 | -$18,740 | -$18,740 |
| 18728.795 SIX CIRCLES INTL UNCON EQ | 2023-04-19 | $197,402 | $202,455 | -$5,053 | -$5,053 | |
| 2190.684 SIX CIRCLES CREDIT OPPORT | 2022-06-01 | 2023-04-19 | $19,234 | $20,351 | -$1,117 | -$1,117 |
| 2615.2 SIX CIRCLES CREDIT OPPORT | 2021-02-24 | 2023-04-19 | $22,961 | $26,963 | -$4,002 | -$4,002 |
| 452. VANGUARD BD INDEX TOTAL BD MKT ETF | 2021-02-05 | 2023-04-19 | $33,112 | $39,311 | -$6,199 | -$6,199 |
| 684. VANGUARD TOTAL INTL BOND ETF | 2021-02-03 | 2023-04-19 | $33,103 | $39,725 | -$6,622 | -$6,622 |
| 16176.081 FIDELITY INTL INDX-INST PRM | 2021-02-03 | 2023-06-21 | $747,982 | $746,872 | $1,110 | $1,110 |
| 1. JPMORGAN BETABUILDERS CANADA | 2021-02-03 | 2023-06-21 | $60 | $55 | $5 | $5 |
| 1. JPMORGAN BETABUILDERS CANADA | 2021-02-03 | 2023-06-21 | $60 | $55 | $5 | $5 |
| 1816. JPMORGAN BETABUILDERS CANADA | 2021-02-03 | 2023-06-21 | $109,141 | $99,898 | $9,243 | $9,243 |
| 1009.332 FIDELITY 500 INDEX FUND | 2021-02-03 | 2023-06-29 | $154,559 | $134,120 | $20,439 | $20,439 |
| 1363.996 FIDELITY INTL INDX-INST PRM | 2021-02-03 | 2023-07-21 | $64,299 | $62,978 | $1,321 | $1,321 |
| 6484.89 FIDELITY 500 INDEX FUND | 2021-02-03 | 2023-07-21 | $1,021,370 | $861,712 | $159,658 | $159,658 |
| 1399. ISHARES US TREASURY BOND ETF | 2021-04-26 | 2023-07-21 | $32,012 | $36,962 | -$4,950 | -$4,950 |
| 529. JPMORGAN BETABUILDERS EUROPE ETF | 2023-02-21 | 2023-07-21 | $29,354 | $27,940 | $1,414 | $1,414 |
| 1085. JPMORGAN BETABUILDERS JAPAN ETF | 2021-02-03 | 2023-07-21 | $56,379 | $61,705 | -$5,326 | -$5,326 |
| 1051. JPMORGAN BETABUILDERS CANADA | 2021-02-03 | 2023-07-21 | $65,858 | $57,816 | $8,042 | $8,042 |
| 30486.55 SIX CIRCLES US UNCONSTR EQ | 2023-07-21 | $429,251 | $422,507 | $6,744 | $6,744 | |
| 9506.116 SIX CIRCLES INTL UNCON EQ | 2021-02-23 | 2023-07-21 | $102,381 | $96,582 | $5,799 | $5,799 |
| 12357.52 SIX CIRCLES GLOBAL BOND | 2021-02-05 | 2023-07-21 | $101,702 | $123,897 | -$22,195 | -$22,195 |
| 835. VANGUARD BD INDEX TOTAL BD MKT ETF | 2021-02-05 | 2023-07-21 | $60,640 | $72,621 | -$11,981 | -$11,981 |
| 1700. VANGUARD TOTAL INTL BOND ETF | 2021-02-03 | 2023-07-21 | $82,966 | $98,733 | -$15,767 | -$15,767 |
| 412. VANGUARD TOTAL INTL BOND ETF | 2021-02-03 | 2023-07-21 | $20,111 | $23,928 | -$3,817 | -$3,817 |
| 376. JPMORGAN BETABUILDERS EUROPE ETF | 2023-02-21 | 2023-07-26 | $20,688 | $19,859 | $829 | $829 |
| 2315. JPMORGAN BETABUILDERS EUROPE ETF | 2023-02-21 | 2023-07-26 | $128,023 | $122,273 | $5,750 | $5,750 |
| 2634. JPMORGAN BETABUILDERS EUROPE ETF | 2023-07-26 | $145,410 | $139,025 | $6,385 | $6,385 | |
| 128.091 FIDELITY 500 INDEX FUND | 2021-02-03 | 2023-09-28 | $19,183 | $17,021 | $2,162 | $2,162 |
| 866. JPMORGAN BETABUILDERS JAPAN ETF | 2021-02-03 | 2023-09-28 | $44,030 | $49,250 | -$5,220 | -$5,220 |
| 3665.156 SIX CIRCLES US UNCONSTR EQ | 2021-02-03 | 2023-09-28 | $49,186 | $50,652 | -$1,466 | -$1,466 |
| 13425.043 SIX CIRCLES GLOBAL BOND | 2021-02-05 | 2023-09-28 | $106,863 | $133,690 | -$26,827 | -$26,827 |
| 416. VANGUARD BD INDEX TOTAL BD MKT ETF | 2021-02-05 | 2023-09-28 | $28,952 | $36,180 | -$7,228 | -$7,228 |
| 2015. VANGUARD TOTAL INTL BOND ETF | 2021-02-03 | 2023-09-28 | $96,100 | $117,027 | -$20,927 | -$20,927 |
| 377. VANGUARD MORTGAGE-BACKED SEC | 2021-02-05 | 2023-09-28 | $16,458 | $20,395 | -$3,937 | -$3,937 |
| 1031.212 FIDELITY INTL INDX-INST PRM | 2021-02-03 | 2023-12-01 | $48,096 | $47,612 | $484 | $484 |
| 5030.605 FIDELITY 500 INDEX FUND | 2021-02-03 | 2023-12-01 | $804,494 | $668,467 | $136,027 | $136,027 |
| 808. ISHARES US TREASURY BOND ETF | 2021-04-26 | 2023-12-01 | $18,198 | $21,347 | -$3,149 | -$3,149 |
| 617. JPMORGAN BETABUILDERS JAPAN ETF | 2021-02-03 | 2023-12-01 | $32,439 | $35,089 | -$2,650 | -$2,650 |
| 426. JPMORGAN BETABUILDERS CANADA | 2021-02-03 | 2023-12-01 | $26,187 | $23,434 | $2,753 | $2,753 |
| 612. JPMORGAN BETABUILDERS DEVELO | 2021-02-03 | 2023-12-01 | $28,665 | $34,327 | -$5,662 | -$5,662 |
| 22095.15 SIX CIRCLES US UNCONSTR EQ | 2021-02-03 | 2023-12-01 | $320,380 | $305,355 | $15,025 | $15,025 |
| 12064.046 SIX CIRCLES INTL UNCON EQ | 2023-12-01 | $128,361 | $121,419 | $6,942 | $6,942 | |
| 4213.891 SIX CIRCLES GLOBAL BOND | 2021-02-05 | 2023-12-01 | $34,722 | $41,766 | -$7,044 | -$7,044 |
| 2770.29 SIX CIRCLES CREDIT OPPORT | 2022-06-01 | 2023-12-01 | $23,769 | $25,736 | -$1,967 | -$1,967 |
| 398. VANGUARD BD INDEX TOTAL BD MKT ETF | 2021-02-05 | 2023-12-01 | $28,555 | $34,615 | -$6,060 | -$6,060 |
| 1160. VANGUARD TOTAL INTL BOND ETF | 2021-02-03 | 2023-12-01 | $57,335 | $67,370 | -$10,035 | -$10,035 |
| 24434. ISHARES US TREASURY BOND ETF | 2023-12-06 | $554,281 | $595,634 | -$41,353 | -$41,353 | |
| 3893. VANGUARD BD INDEX TOTAL BD MKT ETF | 2023-12-06 | $281,014 | $332,630 | -$51,616 | -$51,616 | |
| 1087. ISHARES TR S & P MIDCAP 400 INDEX FD | 2023-12-12 | $286,833 | $295,503 | -$8,670 | -$8,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,014 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,372 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,372 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,420 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,420 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,048 | OverpaymentAmt |
| Applied To ES Tax | $3,048 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN TRUST COMPANY OF DELAWARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004962583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | Yes (true) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN TRUST COMPANY OF DELAWARE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $181,953 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,863,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $740,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,603,501 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,603,501 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $459,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,144,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,507,222 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,507,222 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,372 | TotalTaxAmt |
| Distributable Before Adj | $1,500,850 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,500,850 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,500,850 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,694,484 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,694,484 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,500,850 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $290,490 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $290,490 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,694,484 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,500,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,193,634 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,484,124 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,484,124 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $290,490 | ExcessFromYear1Amt |
| Excess From Current Year | $5,193,634 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (180 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| REACH OUT AND READ GA | ||||||||
| 145 OLD SANDHURST LANDING | JOHNS CREEK | GA | 30022 | NONE | PC | GENERAL OPERATING | $15,000 | |
| DECATUR ARTS ALLIANCE | ||||||||
| 113 CLAIREMONT AVE | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $20,000 | |
| MUSEUM OF DESIGN ATLANTA | ||||||||
| 1315 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $100,000 | |
| MERCY CARE FOUNDATION INC | ||||||||
| 424 DECATUR STREET | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $150,000 | |
| HORIZON THEATRE COMPANY INCORPORATED | ||||||||
| PO BOX 5376 | ATLANTA | GA | 31107 | NONE | PC | GENERAL OPERATING | $20,000 | |
| YMCA OF METRO ATLANTA | ||||||||
| 569 MARTIN LUTHER KING JR DR NW | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING | $50,000 | |
| CAMP TWIN LAKES SUMMER CAMP | ||||||||
| 1100 SPRING ST NW SUITE 406 | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $50,000 | |
| SOCCER IN THE STREETS | ||||||||
| 130 BOULEVARD NE APT 1 | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $20,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 135 AUBURN AVENUE SUITE 207 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $50,000 | |
| EVERYBODY WINS | ||||||||
| 2221 PEACHTREE RD NE STE D-459 | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $20,000 | |
| AMANA ACADEMY | ||||||||
| 5540 N ALLEN RD SE | MABLETON | GA | 30126 | NONE | PC | GENERAL OPERATING | $20,000 | |
| WILDERNESS WORKS | ||||||||
| 648 MEMORIAL DR SE | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LOS NINOS PRIMEROS | ||||||||
| 471 MOUNT VERNON HIGHWAY NE | ATLANTA | GA | 30328 | NONE | PC | GENERAL OPERATING | $40,000 | |
| PAJAMA PROGRAM | ||||||||
| 171 MADISON AVENUE SUITE 1409 | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING | $10,000 | |
| OUT TEACH | ||||||||
| ONE THOMAS CIRCLE NW STE 700 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ORANGE DUFFEL BAG INITIATIVE INC | ||||||||
| 1801 PEACHTREE STREET NE SUITE 300 | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $30,000 | |
| CANINE ASSISTANTS | ||||||||
| 3160 FRANCIS RD | ALPHARETTA | GA | 30004 | NONE | PC | GENERAL OPERATING | $50,000 | |
| KENNESAW STATE UNIVERSITY | ||||||||
| 3391 TOWN POINT DR NW SUITE 4000 | KENNESAW | GA | 30144 | NONE | PC | GENERAL OPERATING | $100,000 | |
| NEIGHBOR IN NEED | ||||||||
| 2735 TUPELO ST SE | ATLANTA | GA | 30317 | NONE | PC | GENERAL OPERATING | $10,000 | |
| SHOWABILITY | ||||||||
| 964 RALPH D ABERNATHY BLVD C-20 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HOPE (HELPING OTHER PEOPLE BE EMPOWERED) | ||||||||
| PO BOX 3166 | DULUTH | GA | 30096 | NONE | PC | GENERAL OPERATING | $15,000 | |
| THE LITERACY LAB | ||||||||
| 1400 16TH ST NW SUITE 410 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $50,000 | |
| PARTNERSHIP FOR SOUTHERN EQUITY | ||||||||
| 55 IVAN ALLEN JR BLVD NW SUITE 530 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING | $15,000 | |
| BOOKS FOR KEEPS | ||||||||
| PO BOX 49761 | ATHENS | GA | 30604 | NONE | PC | GENERAL OPERATING | $25,000 | |
| BETHESDA COMMUNITY CLINIC | ||||||||
| 111 MOUNTAIN BRROK DR 100 | CANTON | GA | 30115 | NONE | PC | GENERAL OPERATING | $50,000 | |
| NEW AMERICAN PATHWAYS | ||||||||
| 2300 HENDERSON MILL RD | ATLANTA | GA | 30345 | NONE | PC | GENERAL OPERATING | $25,000 | |
| YOUTH ENSEMBLE OF ATLANTA | ||||||||
| 9 GAMMON ST SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GA BUILDING TRADES ACADEMY | ||||||||
| 501 PULLIAM ST SW 350 | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WOMEN IN TECHNOLOGY | ||||||||
| 1750 POWDER SPRINGS ROAD | MARIETTA | GA | 30064 | NONE | PC | GENERAL OPERATING | $15,000 | |
| CENTER FOR BLACK WOMEN'S WELLNESS | ||||||||
| 477 WINDSOR STREET SW SUITE 309 | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $25,000 | |
| LOST-N-FOUND YOUTH | ||||||||
| 2585 CHANTILLY DR NE | ATLANTA | GA | 30324 | NONE | PC | GENERAL OPERATING | $15,000 | |
| HELPING MAMAS | ||||||||
| 4487 PARK DR STE A1 | NORCROSS | GA | 30093 | NONE | PC | GENERAL OPERATING | $50,000 | |
| STRIDE AHEAD | ||||||||
| P O BOX 33051 | DECATUR | GA | 30033 | NONE | PC | GENERAL OPERATING | $20,000 | |
| HORIZONS ATLANTA | ||||||||
| 505 TENTH ST NW SUITE 3217 | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $20,000 | |
| URBAN OAK INITIATIVE | ||||||||
| 352 UNIVERSITY AVENUE SUITE A119 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $100,000 | |
| GLOBAL VILLAGE PROJECT INC | ||||||||
| 205 SYCAMORE ST | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $30,000 | |
| LIVE-THRIVE ATLANTA | ||||||||
| 1110 HILL ST SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $75,000 | |
| ATLANTA COMMUNITY FOOD BANK | ||||||||
| 3400 NORTH DESERT DRIVE | ATLANTA | GA | 30344 | NONE | PC | GENERAL OPERATING | $25,000 | |
| SPAY GEORGIA | ||||||||
| PO BOX 3780 | LILBURN | GA | 30048 | NONE | PC | GENERAL OPERATING | $10,000 | |
| VISION TO LEARN GEORGIA | ||||||||
| 12100 WILSHIRE BLVD SUITE 1275 | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL OPERATING | $250,000 | |
| SECOND HELPINGS ATLANTA | ||||||||
| 970 JEFFERSON ST NW STE 5 | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $15,000 | |
| PATH UNITED | ||||||||
| P O BOX 1087 | LOGANVILLE | GA | 30052 | NONE | PC | GENERAL OPERATING | $10,000 | |
| 3D GIRLS INC | ||||||||
| 933 LEE STREET SW SUITE B-1 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $5,000 | |
| FIX GA PETS | ||||||||
| 6300 POWERS FERRY RD 600-191 | ATLANTA | GA | 30339 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CAREING PAWS OF GEORGIA | ||||||||
| 4 TERRACE PARK | NEWNAN | GA | 30265 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CORNERS OUTREACH | ||||||||
| 1854 SHACKLEFORD COURT | NORCROSS | GA | 30093 | NONE | PC | GENERAL OPERATING | $50,000 | |
| GIRLS ON THE RUN OF ATLANTA INC | ||||||||
| 1904 MONROE DRIVE SUITE 135 | ATLANTA | GA | 30324 | NONE | PC | GENERAL OPERATING | $25,000 | |
| GREENING YOUTH FOUNDATION | ||||||||
| 50 HURT PLAZA SE SUITE 980 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $20,000 | |
| CHOP ART | ||||||||
| 2336 RIDGECREST LANE | ATLANTA | GA | 30344 | NONE | PC | GENERAL OPERATING | $7,500 | |
| GEEARS | ||||||||
| 3400 PEACHTREE RD NE SUITE 921 | ATLANTA | GA | 30326 | NONE | PC | GENERAL OPERATING | $35,000 | |
| CLARKSTON COMMUNITY HEALTH CENTER | ||||||||
| 3700 MARKET ST SUITE E1 | CLARKSTON | GA | 30021 | NONE | PC | GENERAL OPERATING | $50,000 | |
| GLOBAL GROWERS | ||||||||
| 500 S COLUMBIA DRIVE | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $10,000 | |
| READING IS ESSENTIAL FOR ALL PEOPLE | ||||||||
| 2960 ALSTON DRIVE SE | ATLANTA | GA | 30317 | NONE | PC | GENERAL OPERATING | $15,000 | |
| DECATUR MAKERS | ||||||||
| 605 W PONCE DE LEON AVE | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $15,000 | |
| STEAM TRUCK | ||||||||
| 178 LAREDO DRIVE SUITE B | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $35,000 | |
| ALCHEMY SKY FOUNDATION INC | ||||||||
| 1097 RHOMBOID STREET | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $7,500 | |
| REIMAGINE ATL | ||||||||
| 100 FLAT SHOALS AVE BOX 3 | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING | $20,000 | |
| SOUTHERN JOURNEY ANIMAL RESCUE AND | ||||||||
| 245 BUTTERNUT CV | BLAIRSVILLE | GA | 30512 | NONE | PC | GENERAL OPERATING | $10,000 | TRANSPORT |
| PAINT LOVE | ||||||||
| 500 S COLUMBIA DR SUITE 242 | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PAWKIDS | ||||||||
| PO BOX 20468 | ATLANTA | GA | 30325 | NONE | PC | GENERAL OPERATING | $30,000 | |
| STAR C CORPORATION | ||||||||
| 1335 D CANTON RD | MARIETTA | GA | 30060 | NONE | PC | GENERAL OPERATING | $20,000 | |
| MEDICAL DEBT RESOLUTION INC | ||||||||
| 28-07 JACKSON AVE 5TH FL | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL OPERATING | $25,000 | |
| 4DWN PROJECT | ||||||||
| 3839 MCKINNEY AVE SUITE 155-757 | DALLAS | TX | 75204 | NONE | PC | GENERAL OPERATING | $25,000 | |
| COMMON GOOD ATLANTA | ||||||||
| 255 MATHEWS AVE NE | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING | $10,000 | |
| COOL GIRLS | ||||||||
| 315 W PONCE DE LEON AVE SUITE 800 | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $15,000 | |
| FURKIDS | ||||||||
| 5235 UNION HILL ROAD | CUMMING | GA | 30040 | NONE | PC | GENERAL OPERATING | $50,000 | |
| THE CONSERVATION FUND | ||||||||
| 825 WARNER ST SW | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $50,000 | |
| KIPP METRO ATLANTA COLLABORATIVE | ||||||||
| 1445 MAYNARD ROAD NORTHWEST | ATLANTA | GA | 30331 | NONE | PC | GENERAL OPERATING | $20,000 | |
| TREES ATLANTA | ||||||||
| 825 WARNER ST SW SUITE A | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $15,000 | |
| WELLSPRING LIVING | ||||||||
| 1040 BOULEVARD SE STE M | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $20,000 | |
| DRAWCHANGE INC | ||||||||
| PO BOX 55627 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING | $15,000 | |
| CHILDRENS HEALTHCARE OF ATLANTA | ||||||||
| 1575 NORTHEAST EXPY NE | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING | $75,000 | |
| BERT'S BIG ADVENTURE INC | ||||||||
| PO BOX 420917 | ATLANTA | GA | 30342 | NONE | PC | GENERAL OPERATING | $25,000 | |
| TENDER FOUNDATION INC | ||||||||
| 720 RALPH MCGILL BLVD NE UNIT 658 | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $15,000 | |
| LEAP FOR LITERACY | ||||||||
| PO BOX 2372 | PEACHTREE CITY | GA | 30269 | NONE | PC | GENERAL OPERATING | $15,000 | |
| WINGS FOR KIDS ATLANTA | ||||||||
| 1465 NORTHSIDE DRIVE SUITE 212 | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $25,000 | |
| SHELTERING ARMS | ||||||||
| 385 CENTENNIAL OLYMPIC PARK DRIVE | ATLANTA | GA | 30313 | NONE | PC | GENERAL OPERATING | $40,000 | |
| EPISCOPAL DIOCESE OF ATLANTA | ||||||||
| 1017 HANK AARON DRIVE SW | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $50,000 | (EMMAUS HOUSE) |
| CARRIE STEELE PITTS HOME | ||||||||
| 667 FAIRBURN RD NW | ATLANTA | GA | 30331 | NONE | PC | GENERAL OPERATING | $20,000 | |
| ATLANTA CONTEMPORARY | ||||||||
| 535 MEANS ST NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $20,000 | |
| ATLANTA VOLUNTEER LAWYER FOUNDATION INC | ||||||||
| 235 PEACHTREE STREET SUITE 1750 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HEALTHY MOTHERS HEALTHY BABIES COALITION | ||||||||
| 2200 CENTURY PARKWAY NE SUITE 460 | ATLANTA | GA | 30345 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ATLANTA CENTER FOR SELF SUFFICIENCY | ||||||||
| 18 WILLIAM HOLMES BORDERS DR NE | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $25,000 | |
| LEKOTEK | ||||||||
| 1901 MONTREAL RD SUITE 126 | TUCKER | GA | 30084 | NONE | PC | GENERAL OPERATING | $65,000 | |
| FAMILIES OF CHILDREN UNDER STRESS INC | ||||||||
| 3825 PRESIDENTIAL PARKWAY SUITE 10 | ATLANTA | GA | 30340 | NONE | PC | GENERAL OPERATING | $50,000 | |
| WOMEN'S RESOURCE CENTER TO END DOMESTIC | ||||||||
| PO BOX 171 | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $15,000 | VIOLENCE |
| OUR HOUSE INC | ||||||||
| 173 BOULEVARD NE | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $50,000 | |
| GA CENTER FOR CHILD ADVOCACY | ||||||||
| 680 MURPHY AVE SW SUITE 5091 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GEORGIA CASA | ||||||||
| 75 MARIETTA ST NW SUITE 404 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $30,000 | |
| THE STUDY HALL | ||||||||
| P O BOX 6717 | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $150,000 | |
| CONSTRUCTION READY | ||||||||
| 1940 THE EXCHANGE SE | ATLANTA | GA | 30339 | NONE | PC | GENERAL OPERATING | $35,000 | |
| VOX TEEN COMMUNICATIONS | ||||||||
| 229 PEACHTREE ST NE SUITE 725 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HEARTS TO NOURISH HOPE | ||||||||
| 640 GA-138 | RIVERDALE | GA | 30274 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CROSSROADS COMMUNITY MINISTRIES | ||||||||
| PO BOX 55397 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING | $10,000 | |
| DAD'S GARAGE | ||||||||
| 569 EZZARD ST SE | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $30,000 | |
| POSITIVE GROWTH INC | ||||||||
| 945 N INDIAN CREEK DR | CLARKSTON | GA | 30021 | NONE | PC | GENERAL OPERATING | $10,000 | |
| REFUGEE WOMENS NETWORK | ||||||||
| 500 S COLUMBIA DRIVE | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $50,000 | |
| THE MULTI AGENCY ALLIANCE FOR CHILDREN | ||||||||
| 229 PEACHTREE STREET NE SUITE 1400 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $25,000 | |
| ATLANTA WOMEN'S FOUNDATION | ||||||||
| 3715 NORTHSIDE PARKWAY NW SUITE 4- | ATLANTA | GA | 30327 | NONE | PC | GENERAL OPERATING | $15,000 | |
| DEKALB LIBRARY FOUNDATION | ||||||||
| 3560 KENSINGTON ROAD | DECATUR | GA | 30032 | NONE | PC | GENERAL OPERATING | $30,000 | |
| FERST READERS | ||||||||
| PO BOX 1327 | MADISON | GA | 30650 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HEALTHMPOWERS INC | ||||||||
| 3000 NORTHWOODS PARKWAY STE 240 | NORCROSS | GA | 30071 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FOSTER CARE SUPPORT FOUNDATION | ||||||||
| 3334 TRAILS END ROAD NE | ROSSWELL | GA | 30075 | NONE | PC | GENERAL OPERATING | $50,000 | |
| YOUTHSPARK | ||||||||
| 395 PRYOR ST SW 2117 | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FUTURE FOUNDATION | ||||||||
| 1892 WASHINGTON RD | ATLANTA | GA | 30344 | NONE | PC | GENERAL OPERATING | $10,000 | |
| UNIVERSITY SYSTEM OF GA FOUNDATION | ||||||||
| 2872 WOODCOCK BLDV | ATLANTA | GA | 30341 | NONE | PC | GENERAL OPERATING | $50,000 | |
| GA STATE UNIVERSITY FOUNDATION | ||||||||
| P O BOX 2668 | ATLANTA | GA | 30301 | NONE | PC | GENERAL OPERATING | $10,000 | C/O PROJECT HEALTHY GRANDPARENTS |
| CENTER FOR PUPPETRY ARTS | ||||||||
| 1404 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $20,000 | |
| CHRIS 180 | ||||||||
| 1030 FAYETTEVILLE ROAD | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING | $35,000 | |
| LIFE ROLLS ON | ||||||||
| P O BOX 45770 | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL OPERATING | $15,000 | |
| ANGELS AMONG US PET RESCUE | ||||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | NONE | PC | GENERAL OPERATING | $25,000 | |
| ANNANDALE AT SUWANEE INC | ||||||||
| 3500 ANNANDALE LN | SUWANEE | GA | 30024 | NONE | PC | GENERAL OPERATING | $75,000 | |
| LASKEY'S LUCKY ONES AND VOLUNTEERS | ||||||||
| 2789 S CLARK DR | ATLANTA | GA | 30344 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE CALLANWOLDE FOUNDATION | ||||||||
| 980 BRIARCLIFF RD NE | ATLANTA | GA | 30306 | NONE | PC | GENERAL OPERATING | $50,000 | |
| THE SKATEPARK PROJECT | ||||||||
| 1611A S MELROSE DR 360 | VISTA | CA | 92081 | NONE | PC | GENERAL OPERATING | $50,000 | |
| GEORGIA ANIMAL PROJECT | ||||||||
| PO BOX 689 | HOLLY SPRINGS | GA | 30142 | NONE | PC | GENERAL OPERATING | $75,000 | |
| GIRLS ROCK CAMP ATL | ||||||||
| 820 ESSIE AVE SE | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CATALYST SPORTS | ||||||||
| 2020 HOWELL MILL ROAD NW STE D560 | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $15,000 | |
| PURPOSE BUILT SCHOOLS CARVER ACADEMY | ||||||||
| 1670 BENJAMIN WELDON BICKERS DR SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $45,000 | |
| LEAP YEAR | ||||||||
| 352 UNIVERSITY AVE SW UNIT S - 123 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $25,000 | |
| NEXT LEVEL EMPOWERMENT CENTER | ||||||||
| 6325 SHANNON PKWY SUITE A-1 | UNION CITY | GA | 30291 | NONE | PC | GENERAL OPERATING | $10,000 | |
| JARED'S HEART OF SUCCESS | ||||||||
| 8343 ROSWELL RD SUITE 126 | ATLANTA | GA | 30350 | NONE | PC | GENERAL OPERATING | $5,000 | |
| L AND J EMPOWERMENT | ||||||||
| 4335 COBB PARKWAY SUITE J 522 | ATLANTA | GA | 30339 | NONE | PC | GENERAL OPERATING | $15,000 | |
| AUTOMOTIVE TRAINING CENTER | ||||||||
| 2210 SYLVAN RD UNIT M | EAST POINT | GA | 30344 | NONE | PC | GENERAL OPERATING | $425,000 | |
| URBAN HEALTH AND WELLNESS | ||||||||
| 777 CLEVELAND AVE SW SUITE 209 | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $75,000 | (THR URBAN CLINIC OF ATLANTA) |
| MOTHERS ADVOCACY PROJECT | ||||||||
| PO BOX 88340 | ATLANTA | GA | 30356 | NONE | PC | GENERAL OPERATING | $25,000 | |
| NANA GRANTS | ||||||||
| 6065 ROSSWELL RD 450 | ATLANTA | GA | 30328 | NONE | PC | GENERAL OPERATING | $600,000 | |
| HEIRBORN SERVANTS | ||||||||
| P O BOX 418 | HOSCHTON | GA | 30548 | NONE | PC | GENERAL OPERATING | $25,000 | |
| NAFASI FUND | ||||||||
| 1101 MCMURTRIE DR NW SUITE E2 | HUNTSVILLE | AL | 35806 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HAND HEART AND SOUL PROJECT INC | ||||||||
| 220 ARROWHEAD BLVD STE 200 | JONESBORO | GA | 30236 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE ANSLEY SCHOOL | ||||||||
| 120 RALPH MCGILL BE BLDG 3 STE | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING | $20,000 | |
| ARTICULATE ATL | ||||||||
| 232 BRADBERRY ST SW | ATLANTA | GA | 30313 | NONE | PC | GENERAL OPERATING | $10,000 | |
| EMPOWERED READERS | ||||||||
| 424 BILL KENNEDY WAY SE | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING | $10,000 | |
| OPEN DOORS SOLUTIONS INC | ||||||||
| 2872 WOODCOCK BLVD SUITE 211 | ATLANTA | GA | 30341 | NONE | PC | GENERAL OPERATING | $20,000 | |
| KIDKONG ASSOCIATION | ||||||||
| 5862 VEL CT SE | MABLETON | GA | 30126 | NONE | PC | GENERAL OPERATING | $7,500 | |
| 3 DE SCHOOLS (JUNIOR ACHIEVEMENT) | ||||||||
| 3565 PIEDMONT ROAD NE | ATLANTA | GA | 30305 | NONE | PC | GENERAL OPERATING | $15,000 | |
| MOTHERHOOD BEYOND BARS | ||||||||
| 1799 BIARCLIFF ROAD BOX 15276 | ATLANTA | GA | 30333 | NONE | PC | GENERAL OPERATING | $20,000 | |
| YOUNG AUTHORS PUBLISHING | ||||||||
| 807 STUDENT MOVEMENT BLVD | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING | $10,000 | |
| INSPIRED U | ||||||||
| 1550 SOUTHLAND CIRCLE NW 200 | ATLANTA | GA | 30319 | NONE | PC | GENERAL OPERATING | $20,000 | |
| LIVING ON PURPOSE ATL | ||||||||
| 965 MAIN ST B | STONE MOUNTAIN | GA | 30083 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CREATIVE KIDS CORPORATION | ||||||||
| 1345 DONNELLY AVE SW APT G1 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $30,000 | CORPORATION |
| ATLANTA GLOW | ||||||||
| 109 ANDERSON ST SE SUITE 602 | MARIETTA | GA | 30060 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CANOPY ATLANTA | ||||||||
| P O BOX 115573 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ATLANTA ARTIST RELIEF FUND | ||||||||
| 305 VALLEY BROOK XING | DECATUR | GA | 30079 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THERAPINK FOR GIRLS | ||||||||
| 3450 MILLER DRIVE | CHAMBLEE | GA | 30341 | NONE | PC | GENERAL OPERATING | $10,000 | |
| SAGE STUDIO | ||||||||
| 916 SPRINGDALE ROAD BLDG 2 103 | AUSTIN | TX | 78702 | NONE | PC | GENERAL OPERATING | $50,000 | |
| ATLANTA THRIVE PARENT INSTITUTE | ||||||||
| 750 GLENWOOD AVE SW | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING | $20,000 | |
| NSORO FOUNDATION | ||||||||
| 667 FAIRBURN ROAD NW | ATLANTA | GA | 30331 | NONE | PC | GENERAL OPERATING | $30,000 | |
| ATLANTA HUMANE SOCIETY | ||||||||
| 981 HOWELL MILL RD NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $20,000 | |
| XBOOKS | ||||||||
| 180 JACKSON ST NE APT 8103 | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $7,500 | |
| PEBBLE TOSSERS | ||||||||
| 1155 MOUNT VERNON HWY STE 800 | ATLANTA | GA | 30338 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ATLANTA LAND TRUST | ||||||||
| 245 NORTH HIGHLAND AVENUE NE | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING | $50,000 | |
| EAST ATLANTA KIDS CLUB | ||||||||
| 602 BROWNWOOD AVE SE | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING | $35,000 | |
| SOUL FOOD CYPHER | ||||||||
| 245 N HIGHLAND AVE SUITE 230-137 | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING | $25,000 | |
| TRULY LIVING WELL CENTER | ||||||||
| 1040 WESTVIEW DR | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LIFELINE ANIMAL PROJECT | ||||||||
| 3180 PRESIDENTIAL DRIVE | ATLANTA | GA | 30340 | NONE | PC | GENERAL OPERATING | $75,000 | |
| WE LOVE BUFORD HIGHWAY | ||||||||
| 130 SADDLE CREEK CT | ROSWELL | GA | 30076 | NONE | PC | GENERAL OPERATING | $90,000 | |
| CANINE CELLMATES | ||||||||
| 7742 SPALDING DRIVE SUITE 393 | SANDY SPRINGS | GA | 30092 | NONE | PC | GENERAL OPERATING | $30,000 | |
| FIRST STEP STAFFING | ||||||||
| 302 DECATUR ST | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $75,000 | |
| FRANKIE AND ANDYS PLACE | ||||||||
| 653 GAINESVILLE HWY | WINDER | GA | 30680 | NONE | PC | GENERAL OPERATING | $150,000 | |
| GEORGIA WORKS | ||||||||
| 275 PRYOR ST SW | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $75,000 | |
| COMMUNITY FARMERS MARKETS INC | ||||||||
| 1039 GRANT ST | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $35,000 | |
| MEALS ON WHEELS ATLANTA | ||||||||
| 1705 COMMERCE DRIVE NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $25,000 | |
| FOCUSED COMMUNITY STRATEGIES | ||||||||
| 1297 MCDONOUGH BLVD SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $25,000 | |
| DRESS FOR SUCCCESS ATLANTA | ||||||||
| 6255 BARFIELD RD | ATLANTA | GA | 30328 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ATLANTA MUSIC PROJECT | ||||||||
| 883 DILL AVE SW | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $40,000 | |
| AHIMSA HOUSE | ||||||||
| PO BOX 2173 | TUCKER | GA | 30085 | NONE | PC | GENERAL OPERATING | $35,000 | |
| ACHIEVE ATLANTA INC | ||||||||
| 191 PEACHTREE ST NE SUITE 830 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $50,000 | |
| GIRLS INC | ||||||||
| 461 MAGNET ST | MARIETTA | GA | 30060 | NONE | PC | GENERAL OPERATING | $20,000 | |
| CONCRETE JUNGLE INC | ||||||||
| 1050 OAKLEIGH DRIVE | EAST POINT | GA | 30344 | NONE | PC | GENERAL OPERATING | $20,000 | |
| KATES CLUB INC | ||||||||
| 1190 W DRUID HILLS DR NE | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING | $100,000 | |
| 48IN48 INC | ||||||||
| 2097 ABBY LANE NE | ATLANTA | GA | 30345 | NONE | PC | GENERAL OPERATING | $7,500 | |
| PAWS BETWEEN HOMES | ||||||||
| 3703 TARRYTOWN WAY | DECATUR | GA | 30034 | NONE | PC | GENERAL OPERATING | $25,000 | |
| BEARINGS BIKE WORKS | ||||||||
| 982 MURPHY AVENUE SW | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $25,000 | |
| PAWS ATLANTA | ||||||||
| 5287 COVINGTON HWY | DECATUR | GA | 30035 | NONE | PC | GENERAL OPERATING | $30,000 | |
| ATLANTA CHILDREN'S SHELTER INC | ||||||||
| P O BOX 54322 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HELPING EMPOWER YOUTH | ||||||||
| 170 JOSEPH LOWERY BLVD | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING | $35,000 | |
| WHOLESOME WAVE | ||||||||
| PO BOX 3968 | BRIDGEPORT | CT | 06605 | NONE | PC | GENERAL OPERATING | $25,000 | |
| LEAD | ||||||||
| 680 MURPHY AVE SW SUITE 4128 | ATLANTA | FM | 30315 | NONE | PC | GENERAL OPERATING | $35,000 | |
| MOVING IN THE SPIRIT DANCE GROUP | ||||||||
| 1458 LA FRANCE ST NE | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,632,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $743,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,014 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $36,958 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $763,481 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $763,481 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 46429B267 ISHARES US TREASURY | ||
| 83002G702 SIX CIRCLES GLOBAL B | $2,536,832 | $2,270,020 |
| 83002G884 SIX CIRCLES CREDIT O | $566,442 | $558,783 |
| 921937835 VANGUARD TOTAL BOND | $894,496 | $842,295 |
| 92203J407 VANGUARD TOTAL INTL | $2,121,494 | $1,923,409 |
| 92206C771 VANGUARD MORTGAGE-BA | $332,113 | $284,604 |
| 92206C870 VANGUARD INT-TERM CO | $826,313 | $847,425 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 315911727 FIDELITY INTL INDX-I | $939,462 | $982,970 |
| 315911750 FIDELITY 500 INDEX F | $8,858,319 | $10,973,327 |
| 46641Q217 JPMORGAN BETABUILDER | $1,026,921 | $957,440 |
| 46641Q225 JPMORGAN BETABUILDER | $620,733 | $723,530 |
| 46641Q233 JPMORGAN BETABUILDER | $644,504 | $572,732 |
| 83002G306 SIX CIRCLES US UNCON | $3,655,607 | $3,946,904 |
| 83002G405 SIX CIRCLES INTL UNC | $2,352,692 | $2,514,060 |
| 46641Q191 JPMORGAN BETABUILDER | $552,506 | $593,007 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 545298911 BLUE ARC GLOBAL PRIV | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $284,913 | BookValueAmt |
| EOYFMV | $1,248,115 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO INCOME | $14 |
| ROUNDING | $6 |
| COST BASIS ADJUSTMENT | $5,068 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $36,958 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $79,144 | Amt |
| Net Investment Income | $79,144 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $15,295 | $15,295 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,524 | $2,524 | $0 |
Comments