SARTAIN LANIER FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SARTAIN LANIER FAMILY FOUNDATION INC (EIN 58-6045056)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202403179349103005
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T15:49:33-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586045056 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SARTAIN LANIER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SART | BusinessNameControlTxt |
| Phone | 4045641259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE STREET 4000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA E LUMMUS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4045641259 | PhoneNum |
| Signature | 2024-11-12 | 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 | 2024-11-12 | 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 | $103,863,213 | 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 | $1,674,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,589,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $706,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,814,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $706,266 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,381,171 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,296,221 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $222,562 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,256 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $200,306 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $70,003 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $63,003 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,122 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,912 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,210 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,273 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $36,273 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,533 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,267 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,266 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $216,789 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $170,292 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $46,497 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,714 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $1,714 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $91,638 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,822 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,399 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $19,174 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,917 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,257 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,174 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,174 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $104,458 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,247 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $94,211 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $854,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $235,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $545,310 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,910,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,910,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,764,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $235,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,455,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,383,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,060,508 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $347,766 | CashBOYAmt |
| Cash EOY | $165,009 | CashEOYAmt |
| Cash EOYFMV | $165,009 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,883,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,013,390 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,013,390 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,136,175 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,154,083 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,136,175 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,136,175 | AcctRcvblEOYFMVAmt |
| Grants Receivable EOY | $10,920 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $10,920 | GrantsReceivableEOYFMVAmt |
| Corporate Stock BOY | $62,366,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,222,375 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,222,375 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $36,289,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,288,672 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,288,672 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $26,672 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $26,672 | LandEOYAmt |
| Land EOYFMV | $26,672 | LandEOYFMVAmt |
| Total Assets BOY | $102,041,175 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,863,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,863,213 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $232 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $17,512 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,512 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $102,040,943 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $103,845,701 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,040,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,845,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,041,175 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,863,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,040,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,383,819 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,188,578 | OtherIncreasesAmt |
| Subtotal | $103,845,702 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,845,701 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,416,926 | $2,832,754 | $584,172 | $584,172 | |
| PASS-THRU NII FROM K-1 INVESTMENTS | $275,807 | -$275,807 | -$275,807 | ||
| PASS-THRU K-1 UBI | $36,406 | $36,406 | $36,406 | ||
| CAPITAL GAINS DIVIDENDS | $361,495 | $361,495 | $361,495 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $706,266 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $106,245 | 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 | $106,245 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $77,604 | OverpaymentAmt |
| Applied To ES Tax | $77,604 | 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 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.LANIERFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PATRICIA E LUMMUS EXECUTIVE DIREC | IndividualWithBooksNm |
| Phone | 4045641259 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE STREET 4000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN S LANIER | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE & CHAIR | 1.00 | $2,000 | $0 | $0 |
| V WHITSON LANIER JR | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE & TREASURER | 1.00 | $2,000 | $0 | $0 |
| LIZA LANIER JANCIK | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| P ALEX LIVINGSTON III | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| CLAUDIA M LIVINGSTON | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| THOMAS C CHUBB III | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| MARK B RILEY | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| E JENNER WOOD III | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| PATRICIA E LUMMUS | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | EXECUTIVE DIRECTOR | 40.00 | $206,562 | $23,562 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PROGRAM DIRECTOR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE STREET NE STE 4000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $69,192 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LCG ASSOCIATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GALLERIA PKWY STE 1800 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULTING | ServiceTypeTxt |
| Compensation | $100,000 | 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 | $102,163,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,917,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,080,357 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $105,080,357 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,576,205 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,504,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,175,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,175,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,641 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,904 | IncomeTaxAmt |
| Total Tax | $33,545 | TotalTaxAmt |
| Distributable Before Adj | $5,141,663 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,141,663 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,141,663 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,455,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $26,672 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,482,532 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,141,663 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,892,174 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,482,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,892,174 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $590,358 | 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 | $4,551,305 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNE APPLETON PROGRAM DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE STREET SUITE 4000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4045641259 | RecipientPhoneNum |
| Recipient Email Address | AAPPLETON@LANIERFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/ | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS ATLANTA CHAPTER | ||||||||
| PO BOX 52124 | ATLANTA | GA | 303550124 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $7,500 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ANDREW P STEWART CENTER | ||||||||
| PO BOX 17772 | ATLANTA | GA | 30316 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ATLANTA BALLET | ||||||||
| 1695 MARIETTA BOULEVARD NW | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| ATLANTA BELTLINE PARTNERSHIP | ||||||||
| 112 KROG ST NE SUITE 14 | ATLANTA | GA | 30307 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| ATLANTA CHILDREN'S SHELTER INC | ||||||||
| PO BOX 54322 | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ATLANTA GIRLS' SCHOOL | ||||||||
| 3254 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| ATLANTA MEMORIAL PARK CONSERVANCY | ||||||||
| PO BOX 11609 | ATLANTA | GA | 30355 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| ATLANTA MUSIC PROJECT INC | ||||||||
| 883 DILL AVE SW | ATLANTA | GA | 30310 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| ATLANTA POLICE FOUNDATION | ||||||||
| 191 PEACHTREE ST NE SUITE 191 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE @PROMISE YOUTH DEVELOPMENT CENTERS | $75,000 | |
| ATLANTA SPEECH SCHOOL | ||||||||
| 3160 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $80,000 | |
| ATLANTA YOUTH ACADEMY | ||||||||
| 2120 FORREST PARK ROAD | ATLANTA | GA | 30315 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| BEARINGS BIKE SHOP INC | ||||||||
| 982 MURPHY AVENUE SW | ATLANTA | GA | 30310 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| BEN FRANKLIN ACADEMY | ||||||||
| 1585 CLIFTON ROAD NE | ATLANTA | GA | 30329 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| BIG BROTHERS BIG SISTERS OF METRO ATLANTA INC | ||||||||
| 680 MURPHY AVE SW SUITE 1090 | ATLANTA | GA | 30310 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| BLACK TEACHER COLLABORATIVE INCORPORATED | ||||||||
| 2414 HERRING RD SW SUITE 42025 | ATLANTA | GA | 30311 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| BOYS & GIRLS CLUB OF METRO ATLANTA | ||||||||
| 2880 DRESDEN DRIVE | CHAMBLEE | GA | 30341 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| BREAKTHROUGH ATLANTA | ||||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 303273099 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| CHRIS 180 INC | ||||||||
| 1030 FAYETTEVILLE RD SE | ATLANTA | GA | 30316 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| CITY SPRINGS THEATRE COMPANY | ||||||||
| 8601 DUNWOODY PLACE SUITE 136 | SANDY SPRINGS | GA | 30350 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| CLOSE TIES LEADERSHIP PROGRAM | ||||||||
| 352 UNIVERSITY AVENUE SW UNIT S111 | ATLANTA | GA | 30310 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| COLLEGE AIM | ||||||||
| 825 VIRGINIA PARK CIRCLE NE | ATLANTA | GA | 30306 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA | ||||||||
| 191 PEACHTREE ST NE SUITE 1000 | ATLANTA | GA | 30317 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $389,900 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA DESIGNATED FOR LEARN4LIFE | ||||||||
| 191 PEACHTREE ST NE SUITE 1000 | ATLANTA | GA | 30317 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| CORNERS OUTREACH INC | ||||||||
| 1854 SHACKLEFORD CT SUITE 100 | NORCROSS | GA | 30093 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| COULTER DEPT OF BIOMEDICAL ENGINEERING GA TECH & EMORY | ||||||||
| 313 FERST DRIVE | ATLANTA | GA | 30322 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| CREATE TEACHER RESIDENCY | ||||||||
| 30 PRYOR ST SW | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| EMMAUS HOUSE | ||||||||
| 1017 HANK AARON DRIVE SW | ATLANTA | GA | 30315 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| EMORY BRAIN HEALTH CENTER | ||||||||
| 12 EXECUTIVE PARK DR NE | ATLANTA | GA | 30329 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $250,000 | |
| FOCUSED COMMUNITY STRATEGIES | ||||||||
| 1297 MCDONOUGH BLVD SE | ATLANTA | GA | 30315 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| FORWARD ARTS FOUNDATION | ||||||||
| 3130 SLATON DRIVE | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| GEEARS GEORGIA EARLY EDUCATION ALLIANCE FOR READY STUDENTS INC | ||||||||
| 3400 PEACHTREE RD NE 921 | ATLANTA | GA | 30326 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| GEORGIA CENTER FOR NONPROFITS | ||||||||
| 100 PEACHTREE STREET SUITE 1500 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $2,500 | |
| GEORGIA GRANTMAKERS ALLIANCE | ||||||||
| C/O PHILANTHROPY SOUTHEAST 100 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $12,500 | PEACHTREE STREET NW SUITE 2080 |
| GEORGIA JUSTICE PROJECT | ||||||||
| 438 EDGEWOOD AVENUE | ATLANTA | GA | 30312 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| GEORGIA LEADERSHIP INSTITUTE FOR SCHOOL IMPROVEMENT INC | ||||||||
| 3237 SATELLITE BLVD 460 | DULUTH | GA | 30096 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| GEORGIA PARTNERSHIP FOR EXCELLENCE IN EDUCATION | ||||||||
| 270 PEACHTREE ST STE 2200 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| GEORGIA STATE GOLF ASSOCIATION | ||||||||
| 2205 NORTHSIDE DRIVE NW SUITE 200 | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| GEORGIACAN | ||||||||
| 50CAN 1625 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| GLENN FAMILY BREAST CENTER OF THE EMORY WINSHIP CANCER INSTITUTE | ||||||||
| 1440 CLIFTON ROAD NE SUITE 170 | ATLANTA | GA | 30322 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,265 | |
| HEARTBOUND MINISTRIES | ||||||||
| PO BOX 191703 | ATLATNA | GA | 31119 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| HILLSIDE INC | ||||||||
| 690 COURTENAY DR NE | ATLANTA | GA | 30306 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| HISTORIC OAKLAND FOUNDATION INC | ||||||||
| 248 OAKLAND AVENUE SE | ATLANTA | GA | 30312 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| INSPIREDU INC | ||||||||
| 1550 SOUTHLAND CIRCLE NE SUITE 200 | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| JUNIOR ACHIEVEMENT OF GEORGIA INC | ||||||||
| 275 NORTHSIDE DR NW | ATLANTA | GA | 30314 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| KATE'S CLUB | ||||||||
| 1190 W DRUID HILLS DR NE SUITE T-80 | ATLANTA | GA | 30329 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| KIPP METRO ATLANTA SCHOOLS | ||||||||
| 1445 MAYNARD RD NW | ATLANTA | GA | 30331 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| LEAD CENTER FOR YOUTH | ||||||||
| 680 MURPHY AVE SW SUITE 4128 | ATLANTA | GA | 30310 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 | |
| LAAMISTAD INC | ||||||||
| 3434 ROSWELL RD | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| LEAP YEAR | ||||||||
| 352 UNIVERSITY AVENUE SW UNIT S-123 | ATLANTA | GA | 30310 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| LIFECYCLE BUILDING CENTER | ||||||||
| 1116 MURPHY AVENUE SW | ATLANTA | GA | 30310 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| LOS NINOS PRIMERO | ||||||||
| 471 MOUNT VERNON HIGHWAY NE | SANDY SPRINGS | GA | 30328 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| LOVETT SCHOOL | ||||||||
| 4075 PACES FERRY RD NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| MOVING IN THE SPIRIT | ||||||||
| PO BOX 170230 | ATLANTA | GA | 30317 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| MR TOM'S HEART | ||||||||
| 24 WATERFORD COURT | ATLANTA | GA | 30328 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| NATIONAL BLACK ARTS FESTIVAL INC | ||||||||
| 1429 FAIRMONT AVE NW SUITE J | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $1,000 | |
| NEXT GENERATION MEN INC | ||||||||
| PO BOX 89154 | ATLANTA | GA | 30312 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| ODYSSEY | ||||||||
| 1424 W PACES FERRY RD | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| ONEGOAL-METRO ATLANTA | ||||||||
| 590 MEANS STREET NW SUITE 104 | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| PARK PRIDE | ||||||||
| PO BOX 4936 | ATLANTA | GA | 30302 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 | |
| PATH FOUNDATION | ||||||||
| 1601 WEST PEACHTREE STREET | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $33,000 | |
| PHILANTHROPHY SOUTHEAST | ||||||||
| 100 PEACHTREE STREET SUITE 2080 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,600 | |
| PRO BONO PARTNERSHIP OF ATLANTA | ||||||||
| SUITE 2300 999 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| RAISING EXPECTATIONS INC | ||||||||
| 80 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30314 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $150,000 | |
| REACH FOR EXCELLENCE | ||||||||
| 3790 ASHFORD DUNWOODY ROAD | ATLANTA | GA | 30319 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| REIMAGINE ATL | ||||||||
| 100 FLAT SHOALS AVE SE | ATLANTA | GA | 30316 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| ROBERT W WOODRUFF ARTS CENTER INC | ||||||||
| 1230 PEACHTREE STREET NE SUITE 1100 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $155,318 | |
| SHEPHERD CENTER FOUNDATION INC | ||||||||
| 2020 PEACHTREE RD NW | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 | |
| STAR-C | ||||||||
| 1335 CANTON ROAD SUITE D | MARIETTA | GA | 30066 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| SYNCHRONICITY PERFORMANCE GROUP | ||||||||
| 1545 PEACHTREE ST NE 102 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| TEACH FOR AMERICA - METRO ATLANTA | ||||||||
| 1360 PEACHTREE ST NE 11TH FLOOR | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| THE ATLANTA-FULTON PUBLIC LIBRARY FOUNDATION INC | ||||||||
| ONE MARGARET MITCHELL SQUARE | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| THE NATURE CONSERVANCY-GEORGIA | ||||||||
| 50 HURT PLAZA STE 1100 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| THE RUSSELL INNOVATION CENTER FOR ENTREPRENEURS | ||||||||
| 504 FAIR ST SW | ATLANTA | GA | 30313 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| THE SCHOLARSHIP ACADEMY | ||||||||
| 215 LAKEWOOD WAY SUITE 108 | ATLANTA | GA | 30331 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| THE STUDY HALL | ||||||||
| 551 HARWELL RD NW | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 600 WEST PEACHTREE STREET NW SUITE | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | 1840 |
| THE WESTMINSTER SCHOOLS | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $367,576 | |
| TRAINING & COUNSELING CENTER AT ST LUKE'S | ||||||||
| 435 PEACHTREE STREET NE | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| TREES ATLANTA | ||||||||
| 225 CHESTER AVENUE SE | ATLANTA | GA | 30316 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| TRINITY SCHOOL | ||||||||
| 4301 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| TRUE COLORS THEATRE COMPANY | ||||||||
| 887 WEST MARIETTA ST NW STE J102 | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| UAB SCHOOL OF MEDICINE DEPARTMENT OF NEUROLOGY | ||||||||
| AB 1264 1720 2ND AVENUE SOUTH | BIRMINGHAM | AL | 352940112 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $250,000 | |
| UTOPIAN ACADEMY FOR THE ARTS | ||||||||
| 2750 FOREST PARKWAY | ELLENWOOD | GA | 30294 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2400 BLAKEMORE AVENUE | NASHVILLE | TN | 372123499 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $1,010,391 | |
| VISION TO LEARN | ||||||||
| 12100 WILSHIRE BLVD SUITE 1275 | LOS ANGELES | CA | 90025 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| VOICES FOR GEORGIA'S CHILDREN | ||||||||
| 75 MARIETTA ST NW SUITE 401 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| VOICES FOR GEORGIA'S CHILDREN GEORGIA STATEWIDE AFTERSCHOOL NETWORK | ||||||||
| 75 MARIETTA ST NW SUITE 401 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| WHITEFIELD ACADEMY | ||||||||
| 1 WHITEFIELD DRIVE | SMYRNA | GA | 30126 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| YMCA OF METROPOLITAN ATLANTA | ||||||||
| 569 MARTIN LUTHER KING JR DRIVE NW | ATLANTA | GA | 30314 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,910,550 | 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 | $1,674,905 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $706,266 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,381,171 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,381,171 | 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 | CategoryTxt |
| Amt | $40,533 | Amt |
| Net Investment Income | $20,267 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,266 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY SECURITIES | $42,468,354 | $42,468,354 |
| MUTUAL FUNDS | $22,754,021 | $22,754,021 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $36,288,672 | BookValueAmt |
| EOYFMV | $36,288,672 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36,273 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,273 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES, EXPENSE & POSTAGE | $2,407 | $241 | $2,166 |
| INFORMATION TECHNOLOGY & TELEPHONE | $1,429 | $143 | $1,286 |
| INSURANCE | $2,180 | $218 | $1,962 |
| ASSOCIATION DUES & MEMBERSHIPS | $1,990 | $0 | $1,990 |
| BANK CHARGES | $439 | $44 | $395 |
| MISCELLANEOUS | $9,419 | $942 | $8,477 |
| NON-CAPITALIZED EQUIPMENT/RENTALS/REPAIRS | $86,564 | $8,656 | $77,908 |
| LICENSES AND PERMITS | $30 | $3 | $27 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED PORTFOLIO APPRECIATION/GAINS (DEPRECIATION/LOSSES) | Desc |
| Amt | $5,188,578 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING & MANAGEMENT | $167,241 | $167,241 | $0 |
| PAYROLL & RETIREMENT PLAN FEES | $21,513 | $2,151 | $19,362 |
| OTHER CHARITABLE CONSULTING | $26,235 | $0 | $26,235 |
| PROFESSIONAL FEES: ADMINISTRATION | $1,800 | $900 | $900 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $18,221 | $1,822 | $16,399 |
| MISC TAXES | $73,417 | $0 | $0 |
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