THE@JOHN AND MARY NEFF FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE@JOHN AND MARY NEFF FOUNDATION (EIN 58-6403590)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-16
- IRS object ID
- 202412609349100851
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-16T09:27:25-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581707386 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Jackson Group PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 Peachtree St NE Ste 3720 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586403590 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND MARY NEFF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 4043784870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1184 | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Consuelo L Kertz | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4043784870 | PhoneNum |
| Signature | 2024-09-11 | 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 | Stuart Alan Jackson | PreparerPersonNm |
| PTIN | P01294629 | PTIN |
| Phone | 4045860050 | PhoneNum |
| Preparation | 2024-09-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,801,298 | 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 | $210,880 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $302 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $302 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,094 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,094 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$206,466 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,773,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $121,810 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,396 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,608 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,804 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,804 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,560 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,280 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,280 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,390 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,390 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,895 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $435 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $184 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,084 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,830,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,830,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,889,637 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,842,084 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,767,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,303 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,006 | CashBOYAmt |
| Cash EOY | $81,542 | CashEOYAmt |
| Cash EOYFMV | $81,542 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $206,512 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $231,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $231,717 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,261 | AcctRcvblAmt |
| Acct Rcvbl BOY | $43,921 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,261 | AcctRcvblEOYAmt |
| US Government Obligations BOY | $87,607 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,694,676 | CorporateStockBOYAmt |
| Corporate Stock EOY | $597,061 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $683,668 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,653 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $433,892 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $254,466 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $240,397 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $1,994,937 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,659,330 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,563,974 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $322,441 | OtherAssetsBOYAmt |
| Other Assets EOY | $322,441 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,915,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,147,818 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,801,298 | 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 | $4,915,645 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,147,818 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,915,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,147,818 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,915,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,147,818 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,915,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,767,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,147,818 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,147,818 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | 2023-09-25 | 2023-11-30 | $118,860 | $114,891 | $3,969 | $3,969 |
| PUBLICLY TRADED SECURITIES | P | $262,895 | $305,637 | -$42,742 | -$42,742 | ||
| PUBLICLY TRADED SECURITIES | P | $1,391,832 | $1,563,478 | -$171,646 | -$171,646 | ||
| OID BASIS ADJ | P | $58 | -$58 | -$58 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$210,477 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,019 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,019 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,019 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,764 | 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 | $2,764 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,745 | OverpaymentAmt |
| Applied To ES Tax | $1,745 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | 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 | 4043784870 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1184 | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30031 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Connie L Kertz | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1184 | AddressLine1Txt |
| City | Decatur | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $19,608 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $4,312,637 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $384,656 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,697,293 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,697,293 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,626,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,019 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,019 | TotalTaxAmt |
| Distributable Before Adj | $230,323 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $230,323 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $230,323 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,842,084 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,842,084 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,323 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $124 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $134 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,525 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $141,789 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,842,084 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $230,323 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,611,761 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,753,550 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,753,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $124 | ExcessFromYear4Amt |
| Excess From Year3 | $134 | ExcessFromYear3Amt |
| Excess From Year2 | $77,525 | ExcessFromYear2Amt |
| Excess From Year1 | $64,006 | ExcessFromYear1Amt |
| Excess From Current Year | $1,611,761 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITIES IN SCHOOLS OF ATLANTA | |||||||
| 260 PEACHTREE ST 700 | ATLANTA | GA | 30303 | N/A | PC | to support a new way to support at-risk students so they can rise to their potential | $120,000 |
| COMMUNITY FOUNDATION OF GREATER ATLANTA | |||||||
| 191 PEACHTREE ST NE STE 1000 | ATLANTA | GA | 30303 | N/A | PF | Enhance the quality of life in Atlanta by providing expert philanthropic services. | $250,000 |
| GA TECH CEISMC | |||||||
| 505 10TH ST NW | ATLANTA | GA | 30332 | PC | Center for Education Integrating Science, Mathematics, and Computing to support K-12 STEAM Education and Workshops | $10,000 | |
| GEORGIA COUNCIL OF TEACHERS OF MATHEMATICS | |||||||
| P O BOX 683905 | MARIETTA | GA | 30068 | N/A | PC | General Support for mathematics teachers in Georgia. | $20,000 |
| GOOD SAMARITAN HEALTH CENTER | |||||||
| 1015 DONALD LEE HOLLOWELL PKWY | ATLANTA | GA | 30318 | N/A | PC | Work to remove the barriers preventing low-income families from obtaining access to quality healthcare in the Atlanta area. | $10,000 |
| HORIZONS ATLANTA | |||||||
| 505 10TH ST NW 3217 | ATLANTA | GA | 30318 | N/A | PC | to support a six-week summer learning experience that supports students from underserved communities throughout their K-12 academic careers | $20,000 |
| INSPIREDU | |||||||
| 1550 SOUTHLAND CIR NW 200 | ATLANTA | GA | 30318 | N/A | PC | to help underserved youth develop the skills needed for education and career success through technology-based learning tools and engagement activities with their families, communities, and schools. | $30,000 |
| MATHMATICAL ASSOC OF AMERICA | |||||||
| P O BOX 90973 | WASHINGTON | DC | 20077 | N/A | PC | Public policy efforts to recruit and retain minority and female students into undergraduate mathematics and mathematics-intensive fields. | $100,000 |
| SCIENCE ATL | |||||||
| 601 W PONCE DE LEON AVE | DECATUR | GA | 30030 | N/A | PC | o cultivate an equitable community of lifelong learners across metro Atlanta who are connected and inspired by the wonder of science. | $20,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | N/A | PC | to use rigorous, independent science to solve our planet's most pressing problems | $250,000 |
| WABE | |||||||
| 740 BISMARK RD NE | ATLANTA | GA | 30324 | N/A | PC | To support the most trusted, independent source of news and local storytelling, furthering community and civic participation. | $160,000 |
| TREES ATLANTA | |||||||
| 825 WARNER ST SW SUITE A | ATLANTA | GA | 30310 | N/A | PC | To mitigate Atlanta's tree loss, protect its forests, and increase its tree canopy. | $60,000 |
| SOCIETY FOR SCIENCE | |||||||
| 1719 N Street NW | WASHINGTON DC | DC | 20036 | N/A | PC | To promote the understanding and appreciation of science and the vital role it plays in human advancement: to inform, educate, and inspire. | $250,000 |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | |||||||
| 1250 I STREET NWSUITE 500 | WASHINGTON DC | DC | 20005 | N/A | PC | To envision a healthy population with reduced impact and burden of preventable diseases and an equitable food system that makes healthy, sustainable food accessible to all. | $350,000 |
| GEORGIA TECH FOUNDATION | |||||||
| 760 SPRING STREET SUITE 400 | ATLANTA | GA | 30308 | N/A | PC | To foster and manage gifts given in support of academic excellence in the spirit and traditions of the Georgia Institute of Technology. | $150,000 |
| GEORGIA ORGANICS | |||||||
| 200 OTTLEY DR NE A | ATLANTA | GA | 30324 | N/A | PC | To invest in Georgia's organic farmers for the health of our communities and the land. | $5,000 |
| WHOLESOME WAVE GEORGIA | |||||||
| 777 CLEVELAND AVE SW 400 | ATLANTA | GA | 30315 | N/A | PC | to make fresh, healthy, locally grown food affordable for all Georgians and match the value of SNAP/EBT (commonly referred to as food stamps) on fruit and vegetable purchases. That means families who spend $10 using SNAP/EBT receive $20 of locally-grown food. | $5,000 |
| WYLDE CENTER | |||||||
| 435 OAKVIEW RD | DECATUR | GA | 30030 | N/A | PC | To support resilient communities by connecting people to nature through environmental education and public greenspaces: Oakhurst Garden, Sugar Creek Garden, Hawk Hollow, Edgewood Community Learning Garden, and the Mulberry Fields Garden in four different Decatur and Atlanta neighborhoods. | $5,000 |
| FOOD WELL ALLIANCE | |||||||
| 970 JEFFERSON ST NW SUITE 2 | ATLANTA | GA | 30318 | N/A | PC | To provide resources and support to local Georgia growers to connect and build healthier communities through an equitable, local food ecosystem in which everyone can participate and benefit. | $5,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | to preserve unimpaired the natural and cultural resources and values of the National Park System for the enjoyment, education, and inspiration of this and future generations. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,830,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $302 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,094 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$206,466 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$89,070 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$89,070 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF MARY M NEFF | |||||||
| 1 | P O BOX 1184 | DECATUR | GA | 30031 | $100,000 | Yes (X) | |
| ESTATE OF MARY M NEFF | |||||||
| 2 | P O BOX 1184 | DECATUR | GA | 30031 | $110,880 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | MFX MASSACHUSETTS INV GR STK A:MIGFX | NoncashPropertyDesc |
| Fair Market Value | $110,880 | FairMarketValueAmt |
| Received | 2023-09-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THE JACKSON GROUP, PC | CategoryTxt |
| Amt | $4,560 | Amt |
| Net Investment Income | $2,280 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,280 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (94 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 29.000 | $3,664 | $4,494 |
| ACCENTURE PLC - 8.000 | $2,591 | $2,807 |
| ADOBE INC - 7.000 | $3,367 | $4,176 |
| ADVANCED MICRO SERVICES - 28.000 | $2,378 | $4,127 |
| AGCO CORP - 29.000 | $4,024 | $3,521 |
| ALIGN TECHNOLOGY INC - 8 | $4,335 | $2,192 |
| ALPHABET INC CL C - 116.000 | $15,397 | $16,348 |
| ALPHABET INC CL C - 118.000 | $15,308 | $16,630 |
| AMAZON.COM INC - 100.000 SHS | $17,246 | $15,194 |
| APPLE INC - 111.000 | $16,504 | $21,371 |
| APPLE INC - 120.000 | $18,943 | $23,104 |
| ARISTA NETWORKS INC - 18.000 | $1,645 | $4,239 |
| BLACKROCK INC - 5 | $4,324 | $4,059 |
| BLACKSTONE INC - 50 | $4,930 | $6,546 |
| BOEING CO - 26.000 | $4,954 | $6,777 |
| BOOKING HOLDINGS INC - 1 | $2,164 | $3,547 |
| BOOKING HOLDINGS INC - 2.000 SHS | $4,500 | $7,094 |
| BOSTON SCIENTIFIC CORP - 72.000 | $3,118 | $4,162 |
| BROADCOM INC - 7.000 | $3,492 | $7,814 |
| BROADCOM INC - 9.000 | $4,776 | $10,046 |
| CADENCE DESIGN SYSTEMS INC - 10.000 | $1,925 | $2,724 |
| CANADIAN PAC RY LTD - 35.000 | $2,560 | $2,767 |
| CELANESE CORP - 40.000 | $5,395 | $6,215 |
| CENTENE CORP - 45.000 | $3,194 | $3,339 |
| CHEWY INC - 60 | $2,998 | $1,418 |
| CHIPOTLE MEXICAN GRILL INC - 2 | $3,377 | $4,574 |
| CISCO SYSTEMS INC - 87 | $4,779 | $4,395 |
| CITIGROUP INC - 140 | $8,532 | $7,202 |
| COGNIZANT TECH SOLUTIONS CRP - 42.000 | $3,243 | $3,172 |
| CONSTELLATION BRANDS INC - 11 | $2,454 | $2,659 |
| COSTCO WHOLESALE CORP 4.000 | $1,838 | $2,640 |
| DANAHER CORP - 16 | $4,117 | $3,701 |
| DEXCOM INC - 51.000 | $5,864 | $6,329 |
| DIAGEO PLC - 24.000 | $4,750 | $3,496 |
| EATON CORP PLC - 32.000 | $5,065 | $7,706 |
| ECOLAB INC - 15.000 | $2,796 | $2,975 |
| ELECTRONICS ARTS INC - 30 | $4,091 | $4,104 |
| ELI LILLY & CO - 12.000 | $2,910 | $6,995 |
| ELI LILLY & CO - 8.000 | $1,893 | $4,663 |
| ESTEE LAUDER COS INC - 12 | $3,721 | $1,755 |
| FLEETCOR TECHNOLOGIES INC - 18 | $4,581 | $5,087 |
| FORTUNE BRANDS HOME & SECURITY - 42.000 | $3,305 | $3,198 |
| GARMIN LTD - 37.000 | $5,015 | $4,756 |
| GXO LOGISTICS INC - 40 | $2,811 | $2,446 |
| HOME DEPOT INC 13.000 | $4,175 | $4,505 |
| INTERCONTINENTAL EXCHANGE INC - 19 | $2,238 | $2,440 |
| INTUITIVE SURGICAL INC 12.000 | $3,019 | $4,048 |
| JPMORGAN CHASE & CO - 48.000 | $6,870 | $8,165 |
| LAM RESEARCH CORP - 7.000 | $4,066 | $5,483 |
| LULULEMON ATHLETICA INC - 8 | $3,071 | $4,090 |
| MANULIFE FINANCIAL CORP - 261.000 | $5,018 | $5,768 |
| MCDONALDS CORP - 16 | $4,630 | $4,744 |
| MERCK & CO - 50 | $3,962 | $5,451 |
| META PLATFORMS INC - 25.000 | $5,093 | $8,849 |
| META PLATFORMS INC - 29.000 | $8,954 | $10,265 |
| MICROSOFT CORP - 61.000 | $18,025 | $22,938 |
| MICROSOFT CORP - 70.000 | $20,826 | $26,323 |
| MONDELEZ INTL INC - 51 | $3,264 | $3,694 |
| MORGAN STANLEY - 24 | $2,235 | $2,238 |
| NETFLIX INC - 8 | $3,264 | $3,895 |
| NIKE INC CL B - 26 | $4,020 | $2,822 |
| NVIDIA CORP - 25.000 | $6,922 | $12,381 |
| OKTA INC - 28.000 | $4,332 | $2,535 |
| PALO ALTO NETWORKS INC - 18 | $2,364 | $5,308 |
| POOL CORP - 7 | $3,191 | $2,791 |
| REGIONS FINL CORP NEW COM 180.000 | $3,591 | $3,488 |
| RTX CORP - 51 | $4,502 | $4,291 |
| S&P GLOBAL INC - 8 | $3,325 | $3,524 |
| SALESFORCE COM INC - 25.000 | $5,746 | $6,579 |
| SERVICENOW INC - 8.000 | $4,558 | $5,652 |
| STARBUCKS CORP COM - 40.000 | $4,004 | $3,840 |
| SUNCOR ENERGY INC - 189.000 | $5,031 | $6,056 |
| TARGET CORP - 17 | $4,117 | $2,421 |
| TE CONNECTIVITY LTD - 23 | $3,324 | $3,232 |
| THERMO FISHER SCIENTIFIC INC - 7.000 | $3,879 | $3,716 |
| TORONTO DOMINION BK - 77.000 | $5,403 | $4,976 |
| TOTALENERGIES SE - 110.000 | $5,559 | $7,412 |
| TOUCHSTONE MID CAP FD - 2056.716 | $96,750 | $107,772 |
| TRACTOR SUPPLY CO - 10 | $1,898 | $2,150 |
| TRADE DESK INC - 42.000 | $2,796 | $3,022 |
| TRANSDIGM GROUP INC - 3 | $1,905 | $3,035 |
| TRIMBLE INC - 48 | $3,674 | $2,554 |
| TWILIO INC - 23 | $4,139 | $1,745 |
| ULTA BEAUTY INC - 8 | $2,837 | $3,920 |
| UNILEVER PLC - 28 | $1,604 | $1,357 |
| UNION PACIFIC CORP - 15 | $3,596 | $3,684 |
| UNITED PARCEL SERVICE - CL B - 23 | $4,883 | $3,616 |
| UNITEDHEALTH GROUP INC - 16.000 | $7,337 | $8,424 |
| VANGUARD MIDCAP VIPER - 200.000 | $44,618 | $46,528 |
| VERTEX PHARMACEUTICALS INC - 11.000 | $2,417 | $4,476 |
| VISA INC - 23.000 | $5,395 | $5,988 |
| VISA INC - 28.000 | $6,598 | $7,290 |
| WASTE MGMT INC - 23 | $3,499 | $4,119 |
| XPO LOGISTICS INC - 40 | $1,663 | $3,504 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CSX | AT COST | $971,973 | $916,656 |
| EXXON MOBIL | AT COST | $507,829 | $465,403 |
| FPA NEW INCOME FUND 12980.270 | AT COST | $125,000 | $126,687 |
| T ROWE PRICE INSTITUTIONAL FLOAT 5838.116 | AT COST | $54,528 | $55,228 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CSX - PRECONTRIBUTION GAIN | $141,381 | $141,381 |
| EXXON MOBIL - PRECONTRIBUTION GAIN | $181,060 | $181,060 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $184 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $184 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO | CategoryTxt |
| Amt | $31,390 | Amt |
| Net Investment Income | $31,390 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY NEFF TRUST | BusinessNameLine1Txt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN/ADR | $435 | $435 | $0 |
| FEDERAL EXCISE TAX | $3,460 | $0 | $0 |
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