PATTY AND DOUG REID FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PATTY AND DOUG REID FAMILY FOUNDATION INC (EIN 26-1436975)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-22
- IRS object ID
- 202541129349100114
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-22T10:49:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261436975 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTY & DOUG REID FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATT | BusinessNameControlTxt |
| Phone | 4048410238 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 HERITAGE COURT | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA REID | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4048410238 | PhoneNum |
| Signature | 2025-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2025-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,807,782 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $430,019 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $430,019 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,077,895 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,771,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,077,895 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,507,914 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,507,914 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $123,098 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $123,098 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,377 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $213 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,710 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,911 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,635 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $926,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $926,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,063,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,911 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $929,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $444,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,382,003 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,806 | CashBOYAmt |
| Cash EOY | $86,856 | CashEOYAmt |
| Cash EOYFMV | $86,856 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,252,848 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,153,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,153,629 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,461,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,056,480 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,726,326 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,942,680 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,864,546 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,840,971 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,709,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,161,511 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,807,782 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,709,047 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,161,511 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,709,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,161,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,709,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,161,511 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,709,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $444,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,810 | OtherIncreasesAmt |
| Subtotal | $18,161,511 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,161,511 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES, CHARLES SCHWAB | $12,877,676 | $11,897,808 | $979,868 | $979,868 |
| PUBLICLY TRADED SECURITIES, JP MORGAN | $894,298 | $796,271 | $98,027 | $98,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,077,895 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,210 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,210 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,210 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $14,290 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048410238 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 HERITAGE COURT | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA REID | ||||||||
| 1200 HERITAGE COURT | ATLANTA | GA | 30327 | CHAIR, SECRETARY/TREASURER | 10.00 | $0 | $0 | $0 |
| DOUG REID | ||||||||
| 1200 HERITAGE COURT | ATLANTA | GA | 30327 | VICE CHAIR, ASST. SECRETARY | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A MONTAG & ASSOCIATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 GEORGIA PACIFIC CENTER 133 | AddressLine1Txt |
| Address Line2 | PTREE ST | AddressLine2Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303031908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $101,012 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,209,310 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,087,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,296,949 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,296,949 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $319,454 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,977,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,048,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,048,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,210 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,210 | TotalTaxAmt |
| Distributable Before Adj | $1,029,665 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,029,665 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,029,665 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $929,185 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $929,185 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,029,665 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $921,537 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $929,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $921,537 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,648 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,022,017 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE THEATRE | ||||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PC | ANNUAL SUPPORT | $116,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 6 PIEDMONT CENTER SUITE 510 | ATLANTA | GA | 30305 | N/A | PC | GENERAL PURPOSE | $7,500 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 55 IVAN ALLEN JR BLVD NW STE 520 | ATLANTA | GA | 30308 | N/A | PC | GENERAL PURPOSE | $25,000 | |
| ARCS FOUNDATION INC | ||||||||
| PO BOX 52124 | ATLANTA | GA | 30355 | N/A | PC | GENERAL PURPOSE | $4,550 | |
| ASSOCIATION TO BENEFIT CHILDREN | ||||||||
| 419 EAST 86TH STREET | NEW YORK | NY | 10035 | N/A | PC | GENERAL PURPOSE | $2,500 | |
| ATLANTA BOTANICAL GARDEN | ||||||||
| 1345 PIEDMONT AVENUE NE | ATLANTA | GA | 30309 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| ATLANTA HISTORY CENTER | ||||||||
| 130 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30305 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| ATLANTA JEWISH FILM SOCIETY | ||||||||
| PO BOX 74671 | ATLANTA | GA | 30374 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| ATLANTA POLICE FOUNDATION | ||||||||
| 191 PEACHTREE STREET NE | ATLANTA | GA | 30303 | N/A | PC | GENERAL PURPOSE | $2,000 | |
| ATLANTA SPEECH SCHOOL | ||||||||
| 3160 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| ATLANTA SYMPHONY ORCHESTRA | ||||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PC | ANNUAL SUPPORT | $35,000 | |
| BOOTH WESTERN ART MUSEUM | ||||||||
| 501 N MUSEUM DR SE | CARTERSVILLE | GA | 30120 | N/A | PC | GENERAL PURPOSE | $3,000 | |
| CAMP SUNSHINE | ||||||||
| 1850 CLAIRMONT ROAD | DECATUR | GA | 300333405 | N/A | PC | ANNUAL SUPPORT | $2,500 | |
| CAMP TWIN LAKES | ||||||||
| 1100 SPRING STREET STE | ATLANTA | GA | 30309 | N/A | PC | ANNUAL SUPPORT | $10,000 | |
| CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION | ||||||||
| 1575 NORTHEAST EXPRESSWAY | ATLANTA | GA | 30329 | N/A | SO II | GENERAL PURPOSE | $100,000 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | N/A | PC | GENERAL PURPOSE | $25,000 | |
| DUKE CANCER INSTITUTE | ||||||||
| BOX 90581 | DURHAM | NC | 27708 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| EMORY - WINSHIP CANCER INSTITUTE | ||||||||
| 1762 CLIFTON ROAD NE SUITE 2400 | ATLANTA | GA | 30322 | N/A | PC | GENERAL PURPOSE | $11,000 | |
| EMORY UNIVERSITY FAMILY AFFAIR | ||||||||
| 1762 CLIFTON ROAD NE SUITE 2400 | ATLANTA | GA | 30322 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| FIRST PRESBYTERIAN CHURCH OF ATLANTA | ||||||||
| 1328 PEACHTREE ROAD NE | ATLANTA | GA | 30309 | N/A | PC | GENERAL PURPOSE | $30,000 | |
| FOUNDATION OF WESLEY WOODS | ||||||||
| 1817 CLIFTON ROAD NE | ATLANTA | GA | 30329 | N/A | PC | GENERAL PURPOSE | $2,500 | |
| HIGH MUSEUM OF ART | ||||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30305 | N/A | PC | GENERAL PURPOSE | $15,000 | |
| JEWISH EDUCATIONAL LOAN FUND (JELF) | ||||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | ANNUAL SUPPORT | $5,000 | |
| JEWISH FAMILY & CAREER SERVICES | ||||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | GENERAL PURPOSE | $2,500 | |
| JEWISH HOMELIFE | ||||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| MAIN IDEA | ||||||||
| 9 IRVING STREET | WORCESTER | MA | 01609 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| MIDTOWN ASSISTANCE CENTER | ||||||||
| 1589 PEACHTREE STREET | ATLANTA | GA | 30309 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||
| PO BOX 76162 | ATLANTA | GA | 30328 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| PIEDMONT HEALTHCARE | ||||||||
| 2001 PEACHTREE ROAD NE SUITE 400 | ATLANTA | GA | 30309 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| SHELTERING ARMS | ||||||||
| 385 CENTENNIAL OLYMPIC PARK DRIVE | ATLANTA | GA | 30313 | N/A | PC | GENERAL PURPOSE | $10,000 | NW |
| SKYLAND TRAIL | ||||||||
| 1961 NORTH DRUID HILLS ROAD NE | ATLANTA | GA | 30329 | N/A | PC | ANNUAL SUPPORT | $22,500 | |
| SMILE TRAIN | ||||||||
| PO BOX 96246 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| STANFORD UNIVERSITY - BUSINESS SCHOOL | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| THE GIVING KITCHEN | ||||||||
| 970 JEFFERSON STREET NW SUITE 8 | ATLANTA | GA | 30318 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| THE GOODNESS WEB FOUNDATION | ||||||||
| PO BOX 5061 | WAYLAND | MA | 01778 | N/A | PC | GENERAL PURPOSE | $20,000 | |
| THE JIMMY FUND | ||||||||
| 10 BOOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| THE SHEPHERD CENTER | ||||||||
| 2020 PEACHTREE RD NW | ATLANTA | GA | 30309 | N/A | PC | GENERAL PURPOSE | $70,000 | |
| THE SUMMER CAMP | ||||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| THE TEMPLE | ||||||||
| 1589 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | GENERAL PURPOSE | $20,000 | |
| THE WESTMINSTER SCHOOLS | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | ANNUAL SUPPORT | $9,000 | |
| THE WOODRUFF ARTS CENTER | ||||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PC | GENERAL PURPOSE | $200,000 | |
| THE ZADIE PROJECT | ||||||||
| 2187 DEEP WOODS WAY | MARIETTA | GA | 30062 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| TRINITY SCHOOL | ||||||||
| 4301 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| US HOLOCAUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| UNIVERSITY LIGGETT SCHOOL | ||||||||
| 1045 COOK ROAD | GROSSE POINTE WOODS | MI | 48236 | N/A | PC | ANNUAL SUPPORT | $500 | |
| UVA ALUMNI ASSOCIATION | ||||||||
| ALUMNI HALL 211 EMMET STREET SOUTH | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL PURPOSE | $500 | |
| UVA COLLEGE FOUNDATION | ||||||||
| 1 BOARS HEAD POINTE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| UVA FUND (JEFFERSON TRUST) | ||||||||
| PO BOX 400314 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | GENERAL PURPOSE | $30,000 | |
| WHITEFOORD INC | ||||||||
| 1353 GEORGE W BRUMLEY WAY SE | ATLANTA | GA | 30317 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| WOODRUFF ARTS CENTER | ||||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PC | GENERAL PURPOSE | $50,000 | |
| ZABAN PARADIES CENTER | ||||||||
| 1605 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $926,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $430,019 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,077,895 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,507,914 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,507,914 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,200 | Amt |
| Net Investment Income | $2,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS, CHARLES SCHWAB | $3,742,693 | $3,712,763 |
| CORPORATE BONDS, JP MORGAN | $121,853 | $128,208 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK, CHARLES SCHWAB | $10,654,703 | $14,027,468 |
| CORPORATE STOCK, JP MORGAN | $1,401,777 | $1,698,858 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT STATEMENT COST BASIS ADJUSTMENT | Desc |
| Amt | $7,810 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $123,098 | Amt |
| Net Investment Income | $123,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON INVESTMENTS | $213 | $213 | $0 |
| EXCESS TAX | $3,244 | $0 | $0 |
| ESTIMATED TAX | $4,920 | $0 | $0 |
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