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PEGGY JEAN CARUSO FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PEGGY JEAN CARUSO FOUNDATION (EIN 27-3214487)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-25
IRS object ID
202411169349100006
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-25T08:22:39-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN990425433PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LADSON HAIRE AND NICHOLS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12545 LAFAYETTE PLAZA DR STE AAddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273214487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PEGGY JEAN CARUSO FOUNDATIONBusinessNameLine1Txt
Business Name Line2AB&T TRUST & INVESTMENTSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPEGGBusinessNameControlTxt
Phone2294462265PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 71269AddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP317081269ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABT TRUST INVESTMENTSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2294462265PhoneNum
Signature2024-04-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstABTPersonFirstNm
Person LastTRUST INVESTMENTSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM ALAN LADSONPreparerPersonNm
PTINP00155931PTIN
Phone2298881144PhoneNum
Preparation2024-04-22PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,860,870FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6,616InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,616InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,616InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$65,427DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,427DividendsNetInvstIncmAmt
Dividends Adj Net Incm$65,427DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$26,015NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$697,040GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$135CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$98,058TotalRevAndExpnssAmt
Total Net Invst Incm$72,178TotalNetInvstIncmAmt
Total Adj Net Incm$72,043TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$18,571CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,600AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,606OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$22,777TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$92,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$115,477TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,419ExcessRevenueOverExpensesAmt
Net Investment Income$72,178NetInvestmentIncomeAmt
Adjusted Net Income$72,043AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$136,652CashBOYAmt
Cash EOY$39,443CashEOYAmt
Cash EOYFMV$39,443CashEOYFMVAmt
Corporate Stock BOY$1,193,557CorporateStockBOYAmt
Corporate Stock EOY$1,163,997CorporateStockEOYAmt
Corporate Stock EOYFMV$1,283,661CorporateStockEOYFMVAmt
Corporate Bonds BOY$429,550CorporateBondsBOYAmt
Corporate Bonds EOY$536,145CorporateBondsEOYAmt
Corporate Bonds EOYFMV$537,766CorporateBondsEOYFMVAmt
Total Assets BOY$1,759,759TotalAssetsBOYAmt
Total Assets EOY$1,739,585TotalAssetsEOYAmt
Total Assets EOYFMV$1,860,870TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,759,759NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,739,585NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,759,759TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,739,585TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,759,759TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,739,585TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,759,759TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,419ExcessRevenueOverExpensesAmt
Subtotal$1,742,340SubtotalAmt
Other Decreases$2,755OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,739,585TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$135CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,003InvestmentIncomeExciseTaxAmt
Subtotal$1,003SubtotalAmt
Tax Based On Investment Income$1,003TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Tax Due$3TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksABT TRUST INVESTMENTSIndividualWithBooksNm
Phone2294462265PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12815 MEREDYTH DRIVEAddressLine1Txt
Address Line22815 MEREDYTH DRIVEAddressLine2Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AB&T TRUST & INVESTMENTSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1177AddressLine1Txt
CityTHOMASVILLECityNm
State AbbreviationGAStateAbbreviationCd
ZIP31799ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$18,571CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,275,008AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$120,545AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$442,863FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,838,416TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,838,416AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,576CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,810,840NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,542MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,542MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,003TaxBasedOnInvestmentIncomeAmt
Total Tax$1,003TotalTaxAmt
Distributable Before Adj$89,539DistributableBeforeAdjAmt
Distributable Before Ded$89,539DistributableBeforeDedAmt
Distributable As Adjusted$89,539DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,700ExpensesAndContributionsAmt
Qualifying Distributions$92,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,539DistributableAsAdjustedAmt
Undistributed Income PY$92,333UndistributedIncomePYAmt
Qualifying Distributions$92,700QualifyingDistributionsAmt
Applied To Year1$92,333AppliedToYear1Amt
Applied To Current Year$367AppliedToCurrentYearAmt
Undistributed Income CY$89,172UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY INC
8400 SILVER CROSSINGOKLAHOMA CITYOK73162TAX-EXEMPTCHARITABLE$10,300
AMERICAN HEART ASSOCIATION
PO BOX 22035ST PETERSBURGFL33742TAX-EXEMPTCHARITABLE$10,300
DISABLED AMERICAN VETERANS
3725 ALEXANDRIA PIKECOLD SPRINGKY41076TAX-EXEMPTCHARITABLE$10,300
EASTER SEALS SOUTHERN GA INC
1906 PALMYRA ROADALBANYGA31701TAX-EXEMPTCHARITABLE$10,300
ALBANY HUMANE SOCIETY
PO BOX 3151ALBANYGA31706TAX-EXEMPTCHARITABLE$10,300
NORTH SHORE ANIMAL LEAGUE
16 LEWYT STREETPORT WASHINGTONNY11050TAX-EXEMPTCHARITABLE$10,300
ST JOSEPH'S INDIAN SCHOOL
PO BOX 100CHAMBERLAINSD57325TAX-EXEMPTCHARITABLE$10,300
ST LABRE INDIAN SCHOOL
PO BOX 216ASHLANDMT59003TAX-EXEMPTCHARITABLE$10,300
THE HUMANE SOCIETY OF THE US
2100 L STREET NWWASHINGTONDC20037TAX-EXEMPTCHARITABLE$10,300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,616RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$65,427RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$26,015RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$98,058RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,058TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3THE INVESTMENTS PROVIDED FUNDS FOR THE EXEMPT PURPOSE OF
4THE FOUNDATION - MAKING CHARITABLE CONTRIBUTIONS TO IRC 501(C)(3) ORGANIZATIONS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLADSON & ASSOCIATES, LLCCategoryTxt
Amt$2,600Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
LORD ABBOTT INVT2022-11PURCHASE2023-01$134,780$133,960$820
LORD ABBOTT INVT2023-06PURCHASE2023-07$5,000$4,995$5
LORD ABBOTT2023-06PURCHASE2023-06$1,000$1,000
TNB DBA AB&T TRUST AND INV2021-06PURCHASE2023-06$556,125$531,070$25,055

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$536,145EOYBookValueAmt
EOYFMV$537,766EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS EQUITIESStockNm
EOY Book Value$1,163,997EOYBookValueAmt
EOYFMV$1,283,661EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
ESTIMATED TAX PAID$1,000
TAXES OWED FOR 2022$168
PRIOR PERIOD ADJUSTMENT$1,587

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ADR FEES$140
FOREIGN TAX PAID$1,466

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