BRIGHT WINGS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BRIGHT WINGS FOUNDATION (EIN 58-6346253)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-18
IRS object ID
202521089349102202
Schema version
2024v5.1
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)
Return2025-04-18T10:01:34-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 WESTMINSTER ST STE 800AddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586346253EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIGHT WINGS FNDTN TR UABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRIGBusinessNameControlTxt
Phone8042737445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 919798AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP328919798ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRUIST BANKPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8042737445PhoneNum
Signature2025-04-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD RALEIGHPreparerPersonNm
PTINP00382844PTIN
Phone4014573839PhoneNum
Preparation2025-04-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,717,334FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$67,073DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,988DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$73,780NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$166,553GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$73,780CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$140,853TotalRevAndExpnssAmt
Total Net Invst Incm$140,768TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$34,060CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$17,030CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$17,030CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,364OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,364OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$3,571TaxesRevAndExpnssAmt
Taxes Net Invst Incm$747TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$14OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$43,509TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,155TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,530TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$148,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$148,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$192,009TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,155TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$168,030TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,156ExcessRevenueOverExpensesAmt
Net Investment Income$119,613NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,251CashBOYAmt
Cash EOY$1,003CashEOYAmt
Cash EOYFMV$1,003CashEOYFMVAmt
Sav And Temp Cash Invst BOY$107,992SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,989SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,989SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$574,002CorporateStockBOYAmt
Corporate Stock EOY$603,642CorporateStockEOYAmt
Corporate Stock EOYFMV$1,026,781CorporateStockEOYFMVAmt
Corporate Bonds BOY$264,369CorporateBondsBOYAmt
Corporate Bonds EOY$264,369CorporateBondsEOYAmt
Corporate Bonds EOYFMV$250,413CorporateBondsEOYFMVAmt
Other Investments BOY$1,144,756OtherInvestmentsBOYAmt
Other Investments EOY$1,144,756OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,397,148OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,092,370TotalAssetsBOYAmt
Total Assets EOY$2,055,759TotalAssetsEOYAmt
Total Assets EOYFMV$3,717,334TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,092,370CapitalStockBOYAmt
Capital Stock EOY$2,055,759CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,092,370TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,055,759TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,092,370TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,055,759TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,092,370TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,156ExcessRevenueOverExpensesAmt
Other Increases$18,540OtherIncreasesAmt
Subtotal$2,059,754SubtotalAmt
Other Decreases$3,995OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,055,759TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
50. APPLE COMPUTER CORPORATION COMMON2020-10-082024-02-27$9,007$5,748$3,259$3,259
24. MARTIN MARIETTA MATLS COMMON2020-10-082024-04-09$14,576$6,615$7,961$7,961
26. OLD DOMINION FREIGHT LINE INC2021-03-122024-04-09$5,764$3,038$2,726$2,726
124. ALBEMARLE CORP2023-05-162024-06-20$11,799$25,549-$13,750-$13,750
397. CISCO SYSTEMS2016-08-012024-07-19$18,990$13,399$5,591$5,591
10. O'REILLY AUTOMOTIVE INC2016-10-142024-07-19$10,336$2,800$7,536$7,536
84. ALTRIA GROUP INC2016-10-142024-10-10$4,211$4,328-$117-$117
7. BERKSHIRE HATHAWAY INC CL B2020-10-082024-10-10$3,174$1,506$1,668$1,668
205. CARMAX INC2016-10-142024-11-26$17,366$14,074$3,292$3,292
398. PFIZER INCORPORATED2019-07-032024-11-26$10,242$15,716-$5,474-$5,474
CAPITAL GAIN DIVIDENDS$61,088P
CAPITAL GAIN DIVIDENDS$61,088P
CAPITAL GAIN DIVIDENDS$61,088P
CAPITAL GAIN DIVIDENDS$61,088P
CAPITAL GAIN DIVIDENDS$61,088P
CAPITAL GAIN DIVIDENDS$61,088P
CAPITAL GAIN DIVIDENDS$61,088P
CAPITAL GAIN DIVIDENDS$61,088P
CAPITAL GAIN DIVIDENDS$61,088P
CAPITAL GAIN DIVIDENDS$61,088P
FieldValueIRS element (for citing)
Capital Gain Net Income$73,780CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,663InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,663SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,663TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,668EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,668TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5OverpaymentAmt
Applied To ES Tax$5AppliedToESTaxAmt
Refund$0RefundAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TRUIST BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8042737445PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 919798AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP328919798ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
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

FieldValueIRS element (for citing)
PersonTRUIST BANKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 919798AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP328919798ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1AverageHrsPerWkDevotedToPosRt
Compensation$34,060CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,543,371AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$107,106AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,650,477TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,650,477AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,757CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,595,720NetVlNoncharitableAssetsAmt
Minimum Investment Return$179,786MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$179,786MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,663TaxBasedOnInvestmentIncomeAmt
Total Tax$1,663TotalTaxAmt
Distributable Before Adj$178,123DistributableBeforeAdjAmt
Recoveries Qualfied Distri$14,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$192,123DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$192,123DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$168,030ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$168,030QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$192,123DistributableAsAdjustedAmt
Undistributed Income PY$132,029UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$168,030QualifyingDistributionsAmt
Applied To Year1$132,029AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$36,001AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$156,122UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTRUIST BANKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11155 PEACHTREE STREET NEAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4044794936RecipientPhoneNum
Form And Info And MaterialsHTTP://FOUNDATIONCENTER.ORG/GRANTMAKER/BRIGHTWINGSFormAndInfoAndMaterialsTxt
Submission DeadlinesSEPTEMBER 15THSubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATIONS THAT ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3)RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
ANYONE CAN CAMPS INC
2090 SNOW RDATLANTAGA30311NONEPCGENERAL OPERATING$2,000
A SQUASH
1019 COLLIER RD NW STE AATLANTAGA30318NONEPCGENERAL OPERATING$3,000
ATLANTA AREA COUNCIL BOY SCOUTS OF AMER
1800 CIRCLE 75 PARKWAYATLANTAGA30339NONEPCGENERAL OPERATING$5,000
ATHENAS WAREHOUSE INC
621 NORTH AVE NE BLDG D STE 160ATLANTAGA30308NONEPCGENERAL OPERATING$3,000
ATLANTA YOUTH SOCCER ASSOCIATION
161 ARIZONA AVE NEATLANTAGA30307NONEPCGENERAL OPERATING$1,500
BEARINGS BIKE SHOP INC
982 MURPHY AVE SWATLANTAGA30310NONEPCGENERAL OPERATING$3,000
BLOOM OUR YOUTH INC
150 MARQUIS DRFAYETTEVILLEGA30214NONEPCGENERAL OPERATING$2,000
COMMUNITIES IN SCHOOLS OF ATLANTA INC
260 PEACHTREE ST STE 750ATLANTAGA30303NONEPCGENERAL OPERATING$3,000
COLLECTIVE LEARNING ACADEMY INC
2715 PEACHTREE RD NEATLANTAGA30305NONEPCGENERAL OPERATING$5,000
CONCRETE JUNGLE INC
1050 OAKLEIGH DRATLANTAGA30344NONEPCGENERAL OPERATING$1,000
COOL GIRLS INC
1382 PEACHTREE ST NEATLANTAGA30309NONEPCGENERAL OPERATING$2,000
CURE CHILDHOOD CANCER
200 ASHFORD CENTER NORTH SUITE 250ATLANTAGA30338NONEPCGENERAL OPERATING$1,000
DRAKE HOUSE INC
10500 CLARA DRROSWELLGA30075NONEPCGENERAL OPERATING$2,000
DUNWOODY NATURE CENTER INC
5343 ROBERTS DRDUNWOODYGA30338NONEPCGENERAL OPERATING$2,500
ESSENTIAL3LIFE INC
PO BOX 620053ATLANTAGA30548NONEPCGENERAL OPERATING$1,000
FAMILY HERITAGE FOUNDATION
PO BOX 1626CLARKSTONGA30021NONEPCGENERAL OPERATING$5,000
FCS - FOCUSED COMMUNITY STRATEGIES
1297 JONESBORO RD SEATLANTAGA30315NONEPCGENERAL OPERATING$3,000
FERNBANK MUSEUM OF NATURAL HISTORY
767 CLIFTON RD NEATLANTAGA30307NONEPCGENERAL OPERATING$20,000
FEET ON THE STREET MINISTRIES INC
PO BOX 55403ATLANTAGA30308NONEPCGENERAL OPERATING$3,000
GEORGIA RIVER NETWORK
126 SOUTH MILLEDGE AVE SUITE E3ATHENSGA30605NONEPCGENERAL OPERATING$3,000
GEORGIA SYMPHONY ORCHESTRA
36 TRAMMELL ST SW STE 100MARIETTAGA30064NONEPCGENERAL OPERATING$1,000
GEORGIA STATE UNIVERSITY FDN
PO BOX 2668ATLANTAGA303012668NONEPCGENERAL OPERATING$3,000
GIRLTALK HOTLINE CORPORATION
12461 VETERANS MEMORIAL HWY STE 879DOUGLASVILLEGA30134NONEPCGENERAL OPERATING$1,000
GLOBAL GROWERS NETWORK INC
500 S COLUMBIA DRDECATURGA300304112NONEPCGENERAL OPERATING$2,000
HAWKTALK INC
6730 UNION HILL RDCANTONGA30115NONEPCGENERAL OPERATING$500
HILLSIDE INC
690 COURTENAY DR NEATLANTAGA30306NONEPCGENERAL OPERATING$1,000
LIFECYCLE BLDG CENTER INC
PO BOX 570244ATLANTAGA30357NONEPCGENERAL OPERATING$3,000
MURPHY-HARPST CHILDREN'S CENTERS INC
740 FLETCHER STREETCEDARTOWNGA30125NONEPCGENERAL OPERATING$3,000
ONSTAGE ATLANTA INC
3041 NORTH DECATUR RDSCOTTDALEGA30079NONEPCGENERAL OPERATING$2,000
OUR HOUSE
173 BOULEVARD NEATLANTAGA30312NONEPCGENERAL OPERATING$3,000
PRESENCIA
1294 N DRUID HILLS RD NEBROOKHAVENGA30319NONEPCGENERAL OPERATING$3,000
RESTORATION ATL MISSION INC
2836 SPRINGDALE RD SWATLANTAGA30315NONEPCGENERAL OPERATING$2,000
SYNCHRONICITY THEATRE
1545 PEACHTREE ST NW 102ATLANTAGA30309NONEPCGENERAL OPERATING$3,000
THE ELAINE CLARK CENTER FOR EXCEPTIONAL
5130 PEACHTREE BLVDCHAMBLEEGA30341NONEPCGENERAL OPERATING$2,000CHILDREN
THE GEORGIA CONSERVANCY INC
230 PEACHTREE STREET NW SUITE 1250ATLANTAGA30303NONEPCGENERAL OPERATING$4,000
THE GIFT OF MUSIC FOUNDATION INC
590 COMMERCE PARK DR SE STE 175MARIETTAGA30060NONEPCGENERAL OPERATING$1,000
THE MUSEUM OF CONTEMPORARY ART OF
75 BENNETT ST NWATLANTAGA30309NONEPCGENERAL OPERATING$2,000GEORGIA
THE PICCADILLY PUPPETS COMPANY
3920 WIEUCA RD NEATLANTAGA30342NONEPCGENERAL OPERATING$20,000
THE STUDY HALL
551 HARWELL ROAD NWATLANTAGA30318NONEPCGENERAL OPERATING$3,000
TIMANOUS FOUNDATION
PO BOX 507PORTLANDME04112NONEPCGENERAL OPERATING$2,000
TOOLBOX INC
600 FAWN GLEN COURTROSWELLGA30075NONEPCGENERAL OPERATING$3,000
VAMOS ADELANTE FOUNDATION
41 W 655 MAIN STREET RDELBURNIL60119NONEPCGENERAL OPERATING$5,000
VOX TEEN COMMUNICATIONS
229 PEACHTREE ST NE SUITE 725ATLANTAGA30303NONEPCGENERAL OPERATING$1,000
WOMEN'S INTERNATIONAL NETWORK FOR
1043 GRAND AVENUE 299SAINT PAULMN55105NONEPCGENERAL OPERATING$5,000GUATEMALAN SOLUTIONS
WOODLANDS GARDEN OF DECATUR INC
932 SCOTT BLVDDECATURGA30030NONEPCGENERAL OPERATING$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$148,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,073ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$73,780ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$140,853ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$140,853TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

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)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$2,500Amt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
258620566 DOUBLELINE TOTAL RET$38,818$31,841
31428Q713 FEDERATED HERMES ULT$73,350$75,635
46429B267 ISHARES US TREASURY$125,024$119,611
722005816 PIMCO INVESTMENT GRA$27,177$23,326

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
743315103 PROGRESSIVE CORP$10,931$50,797
67103H107 O'REILLY AUTOMOTIVE$5,040$21,344
02209S103 ALTRIA GROUP INC$21,519$26,250
31428X106 FEDEX CORPORATION$24,971$32,916
641069406 NESTLE SA SPONSORED$24,361$20,752
651587107 NEWMARKET CORP$22,391$30,116
92826C839 VISA INC CL A$11,169$46,142
17275R102 CISCO SYSTEMS INC
09247X101 BLACKROCK INC
143130102 CARMAX INC
655844108 NORFOLK SOUTHERN COR$29,102$40,134
437076102 HOME DEPOT INC$19,507$36,565
548661107 LOWES COS INC$8,768$20,978
573284106 MARTIN MARIETTA MATL$12,652$30,990
02079K107 ALPHABET INC CL C$20,937$73,319
478160104 JOHNSON & JOHNSON$19,358$18,945
717081103 PFIZER INC
808513105 CHARLES SCHWAB CORP$18,683$35,229
882508104 TEXAS INSTRUMENTS IN$21,692$32,439
009158106 AIR PRODUCTS & CHEMI$40,317$47,277
037833100 APPLE INC$11,595$71,119
084670702 BERKSHIRE HATHAWAY I$23,040$68,445
171340102 CHURCH & DWIGHT INC$23,645$28,376
337738108 FISERV INC$24,875$48,068
679580100 OLD DOMINION FREIGHT$13,089$19,757
855244109 STARBUCKS CORP$26,579$27,101
012653101 ALBEMARLE CORP
166764100 CHEVRON CORP$28,476$24,188
760759100 REPUBLIC SERVICES IN$24,685$33,597
09290D101 BLACKROCK INC$29,641$54,331
116794108 BRUKER CORP$27,651$28,372
G87052109 TE CONNECTIVITY PLC$28,736$27,736
H1467J104 CHUBB LTD$30,232$31,498

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
233203413 DFA US CORE EQUITY 1AT COST$137,221$328,071
78462F103 SPDR S&P 500 ETF TRUAT COST$201,826$936,556
922908868 VANGUARD GROWTH INDEAT COST$147,883$412,196
277902235 EATON VANCE ATLANTAAT COST$130,140$213,954
46432F842 ISHARES CORE MSCI EAAT COST$150,301$183,290
85918D657 STERLING CAPITAL EQUAT COST$264,085$213,101
412295107 HARDING LOEVNER INTLAT COST$113,300$109,980

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2024 TRANSACTIONS POSTED IN 2025Desc
Amt$3,995Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSE (NON-DEDUCTIBLEDesc
Revenue And Expenses Per Books$14RevenueAndExpensesPerBooksAmt
Net Investment Income$14NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
2023 TRANSACTIONS POSTED IN 2024$4,540
RECOVERY OF PRIOR YEAR GRANTS$14,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMNT MNGMNT FEES (NON-DEDCategoryTxt
Amt$3,364Amt
Net Investment Income$3,364NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$106$106$0
FEDERAL TAX PAYMENT - PRIOR YE$1,156$0$0
FEDERAL ESTIMATES - PRINCIPAL$1,668$0$0
FOREIGN TAXES ON QUALIFIED FOR$590$590$0
FOREIGN TAXES ON NONQUALIFIED$51$51$0

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