CONNOLLY FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CONNOLLY FAMILY FOUNDATION INC (EIN 46-0809078)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-22
- IRS object ID
- 202441439349100704
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-22T12:31:33-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460809078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Connolly Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CONNOLLY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | CONNOLLY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,820,880 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $704 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $704 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $235,592 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $235,592 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $508,057 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $509,630 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $744,353 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $745,926 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $58,370 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,370 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $43,078 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,055 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,055 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $435,782 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $423,271 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $539,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $481,641 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,011,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,011,357 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,550,642 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $481,641 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,025,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$806,289 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $264,285 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $140,054 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,398 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,398 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $22,353,107 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,623,474 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,757,482 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,493,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,686,872 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,820,880 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $22,493,161 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,686,872 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,493,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,686,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,493,161 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,686,872 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,493,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$806,289 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,686,872 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,686,872 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Passthrough K1 Capital Gain/(Loss) | PropertyDesc |
| Gain Or Loss | $235,592 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $235,592 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,674 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,674 | SubtotalAmt |
| Tax Based On Investment Income | $3,674 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $27,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,326 | OverpaymentAmt |
| Applied To ES Tax | $3,700 | AppliedToESTaxAmt |
| Refund | $19,626 | 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 | GA | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| John L Connolly | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Leigh Z Connolly | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 0.0 | $0 | $0 | $0 |
| John L Connolly Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| Catherine Greer Connolly | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Balentine LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3344 Peachtree Road NE Suite 2200 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $58,370 | CompensationAmt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,921,219 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,048,643 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,048,643 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $375,730 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,672,913 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,233,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,233,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,674 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,674 | TotalTaxAmt |
| Distributable Before Adj | $1,229,972 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,229,972 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,229,972 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,025,912 | 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 | $1,025,912 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,229,972 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $678,421 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $807,220 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $100,215 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,585,856 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,025,912 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,025,912 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $204,060 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $204,060 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,381,796 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $474,361 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $907,435 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $807,220 | ExcessFromYear4Amt |
| Excess From Year3 | $100,215 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Catherine Greer Connolly | ContributingManagerNm |
| Contributing Manager | John L Connolly | ContributingManagerNm |
| Contributing Manager | John L Connolly Jr | ContributingManagerNm |
| Contributing Manager | Leigh Z Connolly | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGEL FLIGHT SOARS INC | |||||||
| 2000 AIRPORT RD STE 227 | ATLANTA | GA | 30341 | N/A | PC | Fly a Southern Child Program | $10,000 |
| ATLANTA COMMUNITY FOOD BANK INC | |||||||
| 3400 N DESERT DR | ATLANTA | GA | 30344 | N/A | PC | General & Unrestricted | $25,000 |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $15,000 |
| ATLANTA POLICE FOUNDATION INC | |||||||
| 191 PEACHTREE ST NE STE 191 | ATLANTA | GA | 30303 | N/A | PC | BUILD THE FORCE Program | $10,000 |
| ATLANTA POLICE FOUNDATION INC | |||||||
| 191 PEACHTREE ST NE STE 191 | ATLANTA | GA | 30303 | N/A | PC | Charitable Event | $5,000 |
| ATLANTA UNION MISSION CORPORATION HCSR | |||||||
| 2353 BOLTON RD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $25,000 |
| ATLANTA URBAN SQUASH INC | |||||||
| 1019 COLLIER RD STE A | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $15,000 |
| ATLANTA YOUTH ACADEMIES INC | |||||||
| PO BOX 18237 | ATLANTA | GA | 30316 | N/A | PC | Tuition Scholarship Fund | $15,000 |
| ATLANTA-FULTON COUNTY ZOO INC | |||||||
| 800 CHEROKEE AVE SE | ATLANTA | GA | 30315 | N/A | PC | General & Unrestricted | $10,000 |
| BIG BROTHERS BIG SISTERS OF METRO ATLANTA INC | |||||||
| 680 MURPHY AVE SW STE 1090 | ATLANTA | GA | 30310 | N/A | PC | Charitable Event | $5,000 |
| BOBBY DODD INSTITUTE INC | |||||||
| 2120 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $10,000 |
| BOYS & GIRLS CLUBS OF METRO ATLANTA INC | |||||||
| 2880 DRESDEN DR | CHAMBLEE | GA | 30341 | N/A | PC | General & Unrestricted | $5,000 |
| CAMP TWIN LAKES INC | |||||||
| 1100 SPRING ST NW STE 406 | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $25,000 |
| CHEROKEE ART ENDOWMENT CORPORATION | |||||||
| 155 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | Painting Jubilee project | $2,500 |
| CHEROKEE EMPLOYEE SCHOLARSHIP FOUNDATION INC | |||||||
| 155 W PACES FERRY ROAD NW | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $1,000 |
| CITY OF REFUGE INC | |||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | N/A | PC | General & Unrestricted | $50,000 |
| COVENANT HOUSE GEORGIA INC | |||||||
| PO BOX 94465 | ATLANTA | GA | 30377 | N/A | PC | General & Unrestricted | $15,000 |
| CRISTO REY ATLANTA JESUIT HIGH SCHOOL INC | |||||||
| 222 PIEDMONT AVE NE | ATLANTA | GA | 30308 | N/A | PC | Student Scholarship Fund | $25,000 |
| CYSTIC FIBROSIS FOUNDATION - GA CHAPTER | |||||||
| 57 EXECUTIVE PARK S STE 380 | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $10,000 |
| EAST LAKE FOUNDATION INC | |||||||
| 2606 ALSTON DR | ATLANTA | GA | 30317 | N/A | PC | College Career and Readiness Program | $25,000 |
| GEORGE WEST MENTAL HEALTH FOUNDATION INC | |||||||
| 1961 N DRUID HILLS RD NE | BROOKHAVEN | GA | 30329 | N/A | PC | Mark C. West Financial Aid Program | $25,000 |
| GEORGIA ALZHEIMERS FOUNDATION INC | |||||||
| PO BOX 20226 | ST SIMONS IS | GA | 31522 | N/A | PC | General & Unrestricted | $50,000 |
| GEORGIA JUSTICE PROJECT INC | |||||||
| 438 EDGEWOOD AVE SE | ATLANTA | GA | 30312 | N/A | PC | General & Unrestricted | $50,000 |
| GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION | |||||||
| 250 PARK AVE STE 2020 | NEW YORK | NY | 10177 | N/A | PC | General & Unrestricted | $10,000 |
| HOLY SPIRIT CHURCH ATLANTA INC | |||||||
| 4465 NORTHSIDE DR NW | ATLANTA | GA | 30327 | N/A | PC | The Sovereign Military Order of Malta Federal Association - Atlanta region. Project: a life is a beautiful event benefiting pregnancy aid clinic | $1,000 |
| KIDZ 2 LEADERS INC | |||||||
| 1640 POWERS FERRY ROAD BLDG 15 | MARIETTA | GA | 30067 | N/A | PC | General & Unrestricted | $5,000 |
| SOCCER IN THE STREETS INC | |||||||
| 130 BLVD NE SUITE 1 | ATLANTA | GA | 30312 | N/A | PC | General & Unrestricted | $25,000 |
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | |||||||
| PO BOX 669394 | DALLAS | TX | 75266 | N/A | PC | Connolly Family Business Management Minor Endowed fund | $192,857 |
| THE ATLANTA OPERA INC | |||||||
| 1575 NORTHSIDE DR NW BLDG 300 STE 3 | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $50,000 |
| THE DUAL | |||||||
| 6239 PINNACLE PL | JOHNSTON | IA | 50131 | N/A | PC | General & Unrestricted | $5,000 |
| WASHINGTON & LEE UNIVERSITY | |||||||
| 204 WEST WASHINGTON ST | LEXINGTON | VA | 24450 | N/A | PC | Charitable Event | $5,000 |
| WASHINGTON & LEE UNIVERSITY | |||||||
| 204 WEST WASHINGTON ST | LEXINGTON | VA | 24450 | N/A | PC | Annual fund for Area of Greatest Need | $5,000 |
| WASHINGTON & LEE UNIVERSITY | |||||||
| 204 WEST WASHINGTON ST | LEXINGTON | VA | 24450 | N/A | PC | Mock Convention 2024 fund | $3,000 |
| WASHINGTON & LEE UNIVERSITY | |||||||
| 204 WEST WASHINGTON ST | LEXINGTON | VA | 24450 | N/A | PC | JL Connolly Center for Entrepreneurship Chair position fund | $231,000 |
| YEAR UP INC | |||||||
| 45 MILK ST 9TH FL | BOSTON | MA | 02109 | N/A | PC | General Purpose Grant for Year Up's Atlanta Chapter | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,011,357 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| 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 | $235,592 | 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 | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,573 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $509,630 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,573 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $745,926 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $744,353 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Forms 926 | IdentifierTxt |
| Form And Line Reference | Forms 926 | FormAndLineReferenceDesc |
| Medium Explanation | The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TCG BALANCED (FKA NEW PROVIDEN | CategoryOrItemTxt |
| Book Value | $21,623,474 | BookValueAmt |
| EOYFMV | $26,757,482 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $12,500 | $12,500 | |
| K-1 Exp TCG BALANCED (FKA NEW | $423,282 | $423,271 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss TCG BALANCED (FKA NEW PROVIDENCE BAL | Desc |
| Revenue And Expenses Per Books | $508,057 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $509,630 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $58,370 | Amt |
| Net Investment Income | $58,370 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $27,000 |
| 990-PF Excise Tax for 2022 | $16,078 |