WILLIAM M HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2023
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- Organization
- WILLIAM M HARRIS FAMILY FOUNDATION (EIN 58-1422604)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-09
- IRS object ID
- 202402839349101005
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-09T17:46:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aprio LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 Summit Boulevard Suite 120 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | 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 | 581422604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William M Harris Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7707409782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Houze Way Suite D-9 | AddressLine1Txt |
| City | Roswell | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30076 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deane Mink | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7707409782 | PhoneNum |
| Signature | 2024-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stacy Cullen | PreparerPersonNm |
| PTIN | P00974308 | PTIN |
| Phone | 4048929651 | PhoneNum |
| Preparation | 2024-10-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,982,314 | 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 |
| Dividends Rev And Expnss | $180,811 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,811 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $922,355 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,989,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $922,355 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37,670 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37,670 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,140,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,140,836 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,230 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,158 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,158 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,250 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,793 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,603 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,202,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,202,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,305,268 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,202,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$164,432 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,102,678 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,056 | CashBOYAmt |
| Cash EOY | $6,762 | CashEOYAmt |
| Cash EOYFMV | $6,762 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $216,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,506 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,506 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,612,583 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,557,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,851,326 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,108,681 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,151,304 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,063,649 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $757,514 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $786,984 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $930,384 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $96,557 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,870 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $84,937 | LandBOYAmt |
| Land EOY | $82,687 | LandEOYAmt |
| Land EOYFMV | $82,687 | LandEOYFMVAmt |
| Total Assets BOY | $4,795,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,633,040 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,982,314 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,795,651 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,633,040 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,795,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,633,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,795,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,633,040 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,795,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$164,432 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,821 | OtherIncreasesAmt |
| Subtotal | $4,633,040 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,633,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Bonds | P | $2,599,104 | $2,605,314 | -$6,210 | -$6,210 |
| Charles Schwab | P | $1,145,048 | $228,183 | $916,865 | $916,865 |
| Edward Jones | P | $245,334 | $233,634 | $11,700 | $11,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $922,355 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,327 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,327 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,125 | 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 | $1,125 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $344 | EsPenaltyAmt |
| Tax Due | $14,546 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | eaglesfounda@mindspring.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jane Goodwin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7706411927 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Houze Way Suite D-9 | AddressLine1Txt |
| City | Roswell | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30076 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Dr Leana Kart | ||||||||
| 1526 Howell Mill Road NW | Atlanta | GA | 30318 | Chairman | 2.00 | $0 | $0 | $0 |
| Dr Rob Scott | ||||||||
| 1269 Barclay Circle | MARIETTA | GA | 30060 | President | 2.00 | $0 | $0 | $0 |
| Kelly Brewer | ||||||||
| POB 7200 | Chestnut Mtn | GA | 30502 | Vice Chairman | 2.00 | $0 | $0 | $0 |
| Sue Mink CPA | ||||||||
| 409 Northside Drive | Valdosta | GA | 31601 | Secretary/Treasurer | 2.00 | $0 | $0 | $0 |
| Jane Goodman | ||||||||
| 600 HOUZE ROAD SUITE D-9 | Roswell | GA | 30076 | Board Member | 10.00 | $13,500 | $0 | $0 |
| Tim Ayres CPA | ||||||||
| 600 Galleria Parkway 600 | Atlanta | GA | 30339 | Board Member | 2.00 | $0 | $0 | $0 |
| Carl Cleveland III DC | ||||||||
| 10850 Lowell Avenue | Overland Park | KS | 66210 | Board Member | 2.00 | $0 | $0 | $0 |
| Dr Ed Cordovado | ||||||||
| 2896 Chamblee Tucker Road | Atlanta | GA | 30341 | Board Member | 2.00 | $0 | $0 | $0 |
| Dr Philip Day | ||||||||
| 410 Mall Blvd A | Savannah | GA | 30406 | Board Member | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION PROMOTES CHIROPRACTIC EDUCATION THROUGH ITS GRANTS AND CONTRIBUTIONS TO VARIOUS CHIROPRACTIC COLLEGES AND EDUCATIONAL ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | THE ORGANIZATION PROMOTES CERTAIN HUMANITARIAN ACTIVITIES THROUGH GRANTS AND CONTRIBUTIONS TO VARIOUS SOCIAL SERVICE ORGANIZATIONS. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $7,806,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $180,888 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,194,272 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,194,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,071,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $403,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $403,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,327 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $7,386 | IncomeTaxAmt |
| Total Tax | $22,713 | TotalTaxAmt |
| Distributable Before Adj | $380,855 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $380,855 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $380,855 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,202,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,202,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $380,855 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $400,244 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $118,031 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,216 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $669,335 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $806,148 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,071,974 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,202,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $380,855 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $821,145 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,893,119 | 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 | $400,244 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,492,875 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $118,031 | ExcessFromYear4Amt |
| Excess From Year3 | $78,216 | ExcessFromYear3Amt |
| Excess From Year2 | $669,335 | ExcessFromYear2Amt |
| Excess From Year1 | $806,148 | ExcessFromYear1Amt |
| Excess From Current Year | $821,145 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE GOODWIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE WAY SUITE D-9 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7706411927 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Angel Express | ||||||
| 24 Ridgeview Dive SE | Silver Creek | GA | 30173 | PC | Humanitarian | $10,000 |
| Atlanta Hospital Hospitality House | ||||||
| 1037 Burton Drive NE | Atlanta | GA | 30329 | PC | Humanitarian | $10,000 |
| Bible Baptist Church | ||||||
| 64 Dove Lane | Kalispell | MT | 59901 | PC | Humanitarian | $5,000 |
| Boys and Girls Club of E Alabama | ||||||
| PO Box 3433 | Auburn | AL | 36830 | PC | Humanitarian | $10,000 |
| Children without Beds | ||||||
| 601 W Crossville Road | Roswell | GA | 30075 | PC | Humanitarian | $10,000 |
| Clarkston Community Health Center | ||||||
| 3700 Market St E1 | Clarkston | GA | 30021 | pC | Humanitarian | $10,000 |
| Cleveland University | ||||||
| 10850 Lowell Ave | Overland Park | KS | 66210 | pC | Education | $40,000 |
| Eagle Ranch | ||||||
| PO Box 7200 | Chestnut Mountain | GA | 30502 | PC | Humanitarian | $146,000 |
| Helping Hands Ministries | ||||||
| PO Box 337 | Tallulah Falls | GA | 30573 | PC | Humanitarian | $5,000 |
| INSPIRE | ||||||
| 101 S Roosevelt Drive | Chandler | AZ | 85226 | PC | Education | $143,000 |
| Life University | ||||||
| 1269 Barclay Circle | Marietta | GA | 30060 | PC | Education | $516,000 |
| Life Collee of Chiropractic West | ||||||
| 25001 Industrial Blvd | Hayward | CA | 94545 | PC | Education | $140,000 |
| Logan University | ||||||
| 1851 Schoettler Rd | Chesterfield | MO | 63017 | pC | Education | $125,000 |
| Oklahaven Children's Chiropractic Center | ||||||
| 4500 N Meridian | Oklahome City | OK | 73112 | PC | Humanitarian | $10,000 |
| Reading is Essential for All People Inc | ||||||
| 2960 Alston Drive SE Ste 207 | Atlanta | GA | 30317 | PC | Education | $10,000 |
| Special Olympics of Georgia | ||||||
| 6046 Financial Dr | Norcross | GA | 30071 | pc | Humanitarian | $2,000 |
| Women's Enrichment Center | ||||||
| PO Box 866 | Andrews | NC | 28901 | PC | Humanitarian | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,202,000 | 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 | $180,811 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $922,355 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Canton Jamerson | 14 | $37,670 |
| Miscellaneous Income |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,140,836 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,140,836 | 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 | $9,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| DESK | 1995-07-13 | $630 | $630 | SL | 7.000000000000 | $0 | $0 |
| fax MACHINE | 1994-11-08 | $318 | $318 | 200DB | 7.000000000000 | $0 | $0 |
| telephone equipment | 1997-01-10 | $1,425 | $1,425 | SL | 7.000000000000 | $0 | $0 |
| furniture | 2014-05-01 | $4,184 | $4,184 | 200DB | 5.000000000000 | $0 | $0 |
| Building | 2020-09-29 | $90,000 | $5,063 | SL | 40.000000000000 | $2,250 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Charles Schwab: Fixed Income | BondNm |
| EOY Book Value | $2,151,304 | EOYBookValueAmt |
| EOYFMV | $2,063,649 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Charles Schwab: Stocks | $1,324,163 | $4,484,705 |
| Edward Jones: Mutual Funds | $233,634 | $366,621 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Charles Schwab: Equity Funds | AT COST | $605,901 | $749,301 |
| Canton Jamerson Investment & Plains all American Investment | AT COST | $181,083 | $181,083 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| DESK | $630 | $630 | $0 | $0 |
| fax MACHINE | $318 | $318 | $0 | $0 |
| telephone equipment | $1,425 | $1,425 | $0 | $0 |
| furniture | $4,184 | $4,184 | $0 | $0 |
| Building | $90,000 | $7,313 | $82,687 | $82,687 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $23,230 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expense | $583 | $0 | $0 |
| Insurance | $830 | $0 | $0 |
| Other Expenses | $1,450 | $0 | $0 |
| Information Technology | $3,457 | $0 | $0 |
| Dues and Subscriptions | $3,283 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Canton Jamerson | Desc |
| Revenue And Expenses Per Books | $37,670 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,670 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,670 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | To balance the Net Assets | Desc |
| Amt | $1,821 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $38,158 | Amt |
| Net Investment Income | $38,158 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Taxes | $2,930 | $0 | $0 |
| Property Taxes | $1,389 | $0 | $0 |
| Registration Fee | $65 | $0 | $0 |
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