BETA

DELUXE CORPORATION FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DELUXE CORPORATION FOUNDATION (EIN 41-6034786)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-28
IRS object ID
202430889349100203
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)
Return2024-03-28T06:23:59-00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416034786EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DELUXE CORPORATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDELUBusinessNameControlTxt
Phone6514837111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 818095AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44181ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALEX GOODWINPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone6514837111PhoneNum
Signature2024-03-27SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREAPersonFirstNm
Person LastKROSKAPersonLastNm

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$25,095,522FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$138,360InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$138,360InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$550,671DividendsRevAndExpnssAmt
Dividends Net Invst Incm$550,671DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,221,193NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,583,704GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,221,193CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,910,224TotalRevAndExpnssAmt
Total Net Invst Incm$6,910,224TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$10,394LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$10,394LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,525AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$9,525AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$43,841OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$41,761OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,080OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$96,401TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,428OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,428OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$161,589TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$41,761TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,427TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,067,827ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,067,827ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,229,416TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$41,761TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,091,254TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,680,808ExcessRevenueOverExpensesAmt
Net Investment Income$6,868,463NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,522CashBOYAmt
Sav And Temp Cash Invst BOY$22,837SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,860,322SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,860,321SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$7,388,835USGovernmentObligationsBOYAmt
US Government Obligations EOY$7,585,612USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$6,287,111USGovtObligationsEOYFMVAmt
Corporate Stock BOY$12,048,172CorporateStockBOYAmt
Corporate Stock EOY$5,700,240CorporateStockEOYAmt
Corporate Stock EOYFMV$6,948,090CorporateStockEOYFMVAmt
Total Assets BOY$19,465,366TotalAssetsBOYAmt
Total Assets EOY$25,146,174TotalAssetsEOYAmt
Total Assets EOYFMV$25,095,522TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$19,465,366NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$25,146,174NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$19,465,366TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,146,174TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,465,366TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,146,174TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,465,366TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,680,808ExcessRevenueOverExpensesAmt
Subtotal$25,146,174SubtotalAmt
Tot Net Ast Or Fund Balances EOY$25,146,174TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$25,583,704GrossSalesPriceAmt
Cost Or Other Basis$19,362,511CostOrOtherBasisAmt
Gain Or Loss$6,221,193GainOrLossAmt
Gains Minus Excess Or Losses$6,221,193GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$6,221,193CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$95,472InvestmentIncomeExciseTaxAmt
Subtotal$95,472SubtotalAmt
Tax Based On Investment Income$95,472TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$92,700EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$92,700TotalPaymentsAndCreditsAmt
Original Return Tax Paid$92,700OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$2,772TaxDueAmt

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 StateMNOrgReportOrRegisterStateCd
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 AddressHTTPS//WWW.DELUXE.COM/ABOUT/DELUXE-CARES/FOUNDATION/WebsiteAddressTxt
Individual With BooksALEX GOODWINIndividualWithBooksNm
Phone6514908165PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 818095AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44181ZIPCd
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BARRY C MCCARTHY
PO BOX 818095CLEVELANDOH44181PRESIDENT001.00$0
ANDREA KROSKA
PO BOX 818095CLEVELANDOH44181VICE PRESIDENT001.00$0
WILLIAM C ZINT IV
PO BOX 818095CLEVELANDOH44181TREASURER001.00$0
ALEX GOODWIN
PO BOX 818095CLEVELANDOH44181SECRETARY008.00$0
GARRY L CAPERS JR
PO BOX 818095CLEVELANDOH44181DIRECTOR001.00$0
JEFFREY L COTTER
PO BOX 818095CLEVELANDOH44181DIRECTOR001.00$0
JEAN L HERRICK
PO BOX 818095CLEVELANDOH44181DIRECTOR001.00$0
CHRISTOPHER L THOMAS
PO BOX 818095CLEVELANDOH44181DIRECTOR001.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,655,241AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,287,496AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$24,942,737TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$24,942,737AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$374,141CashDeemedCharitableAmt
Net Vl Noncharitable Assets$24,568,596NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,228,430MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,228,430MinimumInvestmentReturnAmt
Tax Based On Investment Income$95,472TaxBasedOnInvestmentIncomeAmt
Total Tax$95,472TotalTaxAmt
Distributable Before Adj$1,132,958DistributableBeforeAdjAmt
Distributable Before Ded$1,132,958DistributableBeforeDedAmt
Distributable As Adjusted$1,132,958DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,091,254ExpensesAndContributionsAmt
Qualifying Distributions$1,091,254QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,132,958DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,128,441ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$50,954ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$634,352ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,813,747TotalExcessDistributionCyovAmt
Qualifying Distributions$1,091,254QualifyingDistributionsAmt
Applied To Current Year$1,091,254AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$41,704ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$41,704ExcessDistributionCyovAppCYAmt
Total Corpus$1,772,043TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,086,737ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$685,306ExcessDistriCyovToNextYrAmt
Excess From Year3$50,954ExcessFromYear3Amt
Excess From Year1$634,352ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
ALEX GOODWIN FOUNDATION MANAGER
PO BOX 818095CLEVELANDOH441816514837111COMPLETE THE GRANT APPLICATION LOCATED ON THE DELUXE CORPORATION FOUNDATION WEBSITE.GRANT APPLICATIONS ARE ACCEPTED IN SPRING AND FALL CYCLES EACH YEAR.QUALIFYING NONPROFIT ORGANIZATIONS MUST MEET GRANT FOCUS AREAS AND BE LOCATED IN DELUXE COMMUNITIES.
ALEX GOODWIN FOUNDATION MANAGER
PO BOX 818095CLEVELANDOH441816514837111MATCHES WILL AUTOMATICALLY BE APPLIED TO ELIGIBLE EMPLOYEE CONTRIBUTIONS.N/ADONATIONS TO ELIGIBLE ORGANIZATIONS WILL BE MATCHED UP TO 2,000 USD AND CAD PER EMPLOYEE PER YEAR.
ALEX GOODWIN FOUNDATION MANAGER
PO BOX 818095CLEVELANDOH441816514837111TRACK VOLUNTEER HOURS AND SUBMIT A REQUEST THROUGH THE YOURCAUSE PORTAL.REQUIRED HOURS MUST BE DONATED DURING A CALNDAR YEAR BY DELUXE EMPLOYEES.DONATED TIME TO ELIGIBLE ORGANIZATIONS MAY BE MATCHED WITH CASH UP TO 500 PER EMPLOYEE PER YEAR.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BE THE MATCH FOUNDATION
500 N 5TH STREETMINNEAPOLISMN55401PCGENERAL OPERATING SUPPORT$20,000
CAMP ENCOURAGE
4025 CENTRAL STREETKANSAS CITYMO64111PCGENERAL OPERATING SUPPORT$20,000
CAMP KUDZU INC
8601 DUNWOODY PLACE SUITE 508ATLANTAGA30350PCGENERAL OPERATING SUPPORT$20,000
COOL GIRLS INC
315 WEST PONCE DE LEON AVENUE SUITEDECATURGA30030PCGENERAL OPERATING SUPPORT$20,000
DOWNTOWN KANSAS CITY CIVIC VENTURES
1000 WALNUT STREET SUITE 200KANSAS CITYMO64106PCGENERAL OPERATING SUPPORT$20,000
GEORGIA COUNCIL ON ECONOMIC EDUCATION
75 PIEDMONT AVENUE NE SUITE 700ATLANTAGA30303PCGENERAL OPERATING SUPPORT$20,000
GREATER TWIN CITIES UNITED WAY
404 SOUTH EIGHTH STREETMINNEAPOLISMN55404PCEMPLOYEE GIVING$181,675
JUNIOR ACHIEVEMENT NORTH
1745 UNIVERSITY AVENUE WESTST PAULMN55104PCBIZTOWN$25,000
JUNIOR ACHIEVEMENT OF GEORGIA INC
275 NORTHSIDE DR NWATLANTAGA30314PCBIZTOWN$25,000
JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC
2842 WEST 47TH AVEKANSAS CITYKS66103PCGENERAL OPERATING SUPPORT$20,000
LAKES AND PINES COMMUNITY ACTION COUNCIL INC
1700 MAPLE AVE EASTMORAMN55051PCGENERAL OPERATING SUPPORT$20,000
MEALS FROM THE HEART
5600 MEMORIAL AVE NOAK PARK HEIGHTSMN55082PCGENERAL OPERATING SUPPORT$80,385
METROPOLITAN ECONOMIC DEVELOPMENT ASSOCIATION
1256 PENN AVENUE NORTH NO 4800MINNEAPOLISMN55411PCGENERAL OPERATING SUPPORT$50,000
NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC
250 WILLIAMS STREET NO 2322ATLANTAGA30303PCGENERAL OPERATING SUPPORT$100,000
NATIONAL URBAN LEAGUE
80 PINE STREETNEW YORKNY10005PCGENERAL OPERATING SUPPORT$200,000
NEIGHBORHOOD FOREST INC
5244 ZENITH AVENUE SOUTHMINNEAPOLISMN55410PCGENERAL OPERATING SUPPORT$20,000
PAWSPERITY INC
5805 TROOST AVENUEKANSAS CITYMO64110PCGENERAL OPERATING SUPPORT$20,000
PITTSBURGH COLLABORATIVE INC
270 17TH ST NWATLANTAGA30363PCGENERAL OPERATING SUPPORT$20,000
ROSE BROOKS CENTER INC
PO BOX 320599KANSAS CITYMO64132PCGENERAL OPERATING SUPPORT$20,000
SPECIAL OLYMPICS MINNESOTA INC
900 2ND AVE S SUITE 300MINNEAPOLISMN55402PCGENERAL OPERATING SUPPORT$20,000
THE BLACKBAUD GIVING FUND
65 FAIRCHILD STCHARLESTONSC29492PCEMPLOYEE GIVING$85,767
THE BRIDGE FOR YOUTH
1111 W 22ND STREETMINNEAPOLISMN55405PCGENERAL OPERATING SUPPORT$20,000
THE OSCAR MIKE FOUNDATION
21003 RIVER ROADMARENGOIL60152PCGENERAL OPERATING SUPPORT$20,000
YOUTH FRONTIERS INC
5215 EDINA INDUSTRIAL BLVD SUITE 40MINNEAPOLISMN55439PCGENERAL OPERATING SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,067,827TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JUNIOR ACHIEVEMENT OF GEORGIA INCBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1275 NORTHSIDE DR NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30314ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeBIZTOWNGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$25,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$138,360ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$550,671ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,221,193ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,910,224ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,910,224TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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)
CategorySMITH SCHAFER ASSOCIATES, LTD.CategoryTxt
Amt$9,525Amt
Disbursements Charitable Prps$9,525DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
141759 shares of AMERICAN CENTURY ASVIX$1,034,740$1,470,043
193401 shares of MFS INTERNATIONAL MDIJX$4,000,228$4,295,428
13916 shares of VANGUARD SMALL CAP GROWTH VSGAX$665,272$1,182,619

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFAEGRE DRINKERCategoryTxt
Legal Fees$10,394LegalFeesAmt
Disbursements Charitable Prps$10,394DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSESDesc
Revenue And Expenses Per Books$1,428RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$1,428DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$17,028$17,028
INVESTMENT PERFORMANCE FEES$24,733$24,733
CONSULTING FEES$2,080$2,080

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2023 FEDERAL EXCISE TAX PAYMENTSCategoryTxt
Amt$96,401Amt

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