BRADLEY TURNER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRADLEY TURNER FOUNDATION INC (EIN 58-6032142)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349103310
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:55:54-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581374304 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINSON GRIMES & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4299 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31914 | 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 | 586032142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY-TURNER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAD | BusinessNameControlTxt |
| Phone | 7065716040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GILBERT MILLER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7065716040 | PhoneNum |
| Signature | 2024-11-04 | 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 | JACK J PEASE IV CPA | PreparerPersonNm |
| PTIN | P00715329 | PTIN |
| Phone | 7063245435 | PhoneNum |
| 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 | $217,558,390 | 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 | $552,574 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $179,003 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $168,270 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,147,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,136,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,168,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,359,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,168,013 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,563 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $42,563 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,089,240 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,515,279 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $55,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $511,735 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $511,735 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,984 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,984 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $359,999 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $268,172 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $991,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $864,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,869,303 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,869,303 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,861,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $864,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,869,303 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,771,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,650,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,511,651 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,704,096 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,704,096 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,489,673 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,967,269 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $119,497,753 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,649,380 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,084,744 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,739,890 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $58,099,922 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,649,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $74,183,651 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,433,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,433,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,433,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $106,183,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,838,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $217,558,390 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $106,183,626 | CapitalStockBOYAmt |
| Capital Stock EOY | $104,838,859 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $106,183,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,838,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $106,183,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,838,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $106,183,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,771,881 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,524,431 | OtherIncreasesAmt |
| Subtotal | $106,936,176 | SubtotalAmt |
| Other Decreases | $2,097,317 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $104,838,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $14,629,962 | $14,643,910 | -$13,948 | -$13,948 | |
| PUBLICLY TRADED SECURITIES | $13,446,944 | $12,546,742 | $900,202 | $900,202 | |
| PUBLICLY TRADED SECURITIES | $48,682 | $624 | $48,058 | $48,058 | |
| GAINS FROM PASSTHROUGH ENTITIES | $232,677 | $232,677 | $232,677 | P | |
| CAPITAL GAINS DIVIDENDS | $1,024 | $1,024 | $1,024 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,168,013 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,639 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,639 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,418 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $87,418 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,779 | OverpaymentAmt |
| Applied To ES Tax | $22,779 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SYNOVUS TRUST COMPANY NA | IndividualWithBooksNm |
| Phone | 7066492399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 BAY AVENUE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31901 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| GILBERT MILLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| KATIE KRIEG | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | VICE CHAIRMAN | 0.00 | $0 | $0 | $0 |
| WORTH WILLIAMS | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JOHN TURNER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ABBY IRBY | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEVE BUTLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BETSY RAMSAY | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SALLIE MARTIN | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LANE RILEY | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TREASURER | 0.00 | $0 | $0 | $0 |
| BECKY MILLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH OGIE | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LANDSON CARTLEDGE | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNOVUS TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1148 BROADWAY | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT & MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $511,735 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED DECEMBER 5, 2016 WITH HISTORIC COLUMBUS FOUNDATION, INC. ("HCF'), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $500,000 TO HCF. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON DECEMBER 31, 2026. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF HCF AND SHALL ONLY BE USED TO FUND ITS FACADE LOAN AND REHABILITATION LOAN PROGRAMS THROUGH ITS REVOLVING REDEVELOPMENT FUND. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2023, $433,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $433,000. | Description1Txt |
| Expenses1 | $433,000 | Expenses1Amt |
| Description2 | THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED SEPTEMBER 19, 2019 WITH COLUMBUS HOUSING INITIATIVE, INC (NEIGHBORWORKS COLUMBUS)("CHI), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $2,000,000 TO CHI. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON SEPTEMBER 30, 2029. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF CHI AND SHALL ONLY BE USED TO PROVIDE CAPITAL, IN THE FORM OF LOANS, LEASE PURCHASES, AND SERVICES TO SUPPORT ITS HOMEOWNERSHIP EARNED AND REACHED TOGETHER ("HEART") PROGRAM. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2023, $2,000,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $2,000,000. | Description2Txt |
| Expenses2 | $2,000,000 | Expenses2Amt |
| Total | $2,433,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $194,628,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,718,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,433,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $206,780,781 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $206,780,781 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,101,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $203,679,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,183,953 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,183,953 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,639 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,840 | IncomeTaxAmt |
| Total Tax | $66,479 | TotalTaxAmt |
| Distributable Before Adj | $10,117,474 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,117,474 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,117,474 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,869,303 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $2,433,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,302,303 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,117,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $838,022 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,989,947 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,827,969 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,302,303 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,117,474 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,184,829 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,012,798 | 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 | $7,012,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $838,022 | ExcessFromYear3Amt |
| Excess From Year1 | $2,989,947 | ExcessFromYear1Amt |
| Excess From Current Year | $3,184,829 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PHYLLIS WAGNER EXECUTIVE SECRETARY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7066443578 | RecipientPhoneNum |
| Recipient Email Address | PHYLLISWAGNER@SYNOVUS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLY IN LETTER FORM. INCLUDE COPY OF LATEST DETERMINATION LETTER. INCLUDE DETAILED DESCRIPTION OF FINANCIAL NEED AND EXEMPT FUNCTION TO BE PERFORMED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS. HOWEVER, LOCAL AND REGIONAL CHARITIES PREFERRED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDREW COLLEGE (3345 SHS COCA COLA CO) | |||||||
| 501 COLLEGE ST | CUTHBERT | GA | 39840 | UNRELATED | PC | GENERAL AND OPERATING | $200,600 |
| ATLANATA CHILDRENS SHELTER (855 SHS COCA COLA CO) | |||||||
| 607 PEACHTREE ST NE | ATLANTA | GA | 30308 | UNRELATED | PC | GENERAL AND OPERATING | $49,923 |
| ATLANTA MUSIC PROJECT (855 SHS COCA-COLA CO) | |||||||
| 883 DILL AVE SW | ATLANTA | GA | 30310 | UNRELATED | PC | GENERAL AND OPERATING | $49,923 |
| B&GC ENDOWMENT FUND (4060 SHS COCA COLA CO) | |||||||
| PO BOX 411 | OSHKOSH | WI | 54903 | UNRELATED | PC | GENERAL AND OPERATING | $250,096 |
| B&GC ENDOWMENT FUND | |||||||
| PO BOX 411 | OSHKOSH | WI | 54903 | UNRELATED | PC | GENERAL AND OPERATING | $250,000 |
| BELOCO FOUNDATION (626 SHS COCA COLA CO) | |||||||
| PO BOX 140 | COLUMBUS | GA | 319020140 | UNRELATED | PF | GENERAL AND OPERATING | $38,850 |
| BELOCO FOUNDATION (647 SHS COCA COLA CO) | |||||||
| PO BOX 140 | COLUMBUS | GA | 319020140 | UNRELATED | PF | GENERAL AND OPERATING | $38,891 |
| BELOCO FOUNDATION (695 SHS COCA COLA CO) | |||||||
| PO BOX 140 | COLUMBUS | GA | 319020140 | UNRELATED | PF | GENERAL AND OPERATING | $38,878 |
| BOYS HOPE GIRLS HOPE OF GRATER NEW ORLEANS | |||||||
| PO BOX 19307 | NEW ORLEANS | LA | 70179 | UNRELATED | PC | GENERAL AND OPERATING | $25,000 |
| BREAKTHROUGH ATLANTA SCHOOL (910 SHS COCA COLA CO) | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | UNRELATED | PC | GENERAL AND OPERATING | $48,767 |
| BRIDGE OF COLUMBUS INC | |||||||
| 2601 CROSS COUNTRY DRIVE BUILDING B | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| BROOKSTONE SCHOOL (526 SHS COCA COLA CO) | |||||||
| 440 BRADLEY PARK DRIVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $33,522 |
| BROOKSTONE SCHOOL (556 SHS COCA COLA CO) | |||||||
| 440 BRADLEY PARK DRIVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $33,816 |
| BROOKSTONE SCHOOL | |||||||
| 440 BRADLEY PARK DRIVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $347,500 |
| CAMP COLE | |||||||
| 1571 CROSSING CREEK RD | EASTOVER | SC | 29044 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| CAMP SOUTHERN GROUND (513 SHS COCA COLA CO) | |||||||
| 100 SOUTHERN GROUND PKWY | FAYETTEVILLE | GA | 30215 | UNRELATED | PC | GENERAL AND OPERATING | $29,954 |
| CENTRAL HIGH SCHOOL | |||||||
| 2400 DOBBS DR | PHENIX CITY | AL | 36870 | UNRELATED | PC | GENERAL AND OPERATING | $3,000 |
| CHATTAHOOCHEE VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 2602 COLLEGE DR | PHENIX CITY | AL | 36869 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA (5701 SHS COCA COLA CO) | |||||||
| 1575 NORTHEAST EXPRESSWAY NE | BROOKHAVEN | GA | 30329 | UNRELATED | PC | GENERAL AND OPERATING | $334,079 |
| CHILDREN'S HEALTHCARE OF ATLANTA (565 SHS COCA COLA CO) | |||||||
| 1575 NORTHEAST EXPRESSWAY NE | BROOKHAVEN | GA | 30329 | UNRELATED | PC | GENERAL AND OPERATING | $33,697 |
| CHILDREN'S HEALTHCARE OF ATLANTA (855 SHS COCA CO) | |||||||
| 1575 NORTHEAST EXPRESSWAY NE | BROOKHAVEN | GA | 30329 | UNRELATED | PC | GENERAL AND OPERATING | $49,923 |
| CITIZENS CHURCH CHARLOTTE | |||||||
| 400 E MOREHEAD ST | CHARLOTTE | NC | 28202 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| CITY CHURCH OF KNOXVILLE | |||||||
| 522 SEVIER AVE | KNOXVILLE | TN | 37920 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| CITYSCAPE CHURCH | |||||||
| 3617 MACON RD | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $100,000 |
| CLASSIC CITY CHURCH | |||||||
| 386 N MILLEDGE AVE | ATHENS | GA | 30601 | UNRELATED | PC | GENERAL AND OPERATING | $125,000 |
| CLEMENT ARTS (1131 SHS COCA COLA CO) | |||||||
| 2303 DOUBLE CHURCHES RD | COLUNMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $59,977 |
| COLUMBUS HOSPICE (8096 SHS COCA COLA CO) | |||||||
| 7020 MOON RD | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $500,090 |
| COLUMBUS MUSEUM (8118 SHS COCA COLA CO) | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $500,069 |
| COLUMBUS MUSEUM (847 SHS COCA COLA C0) | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $50,515 |
| COLUMBUS MUSEUM | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $455,000 |
| COLUMBUS STATE UNIVERSITY FOUNDATION (1328 SHS COCA COLA CO) | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $80,331 |
| COLUMBUS STATE UNIVERSITY FOUNDATION (390 SHS COCA COLA CO) | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $24,855 |
| COLUMBUS STATE UNIVERSITY FOUNDATION | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $129,800 |
| COLUMBUS SYMPHONY ORCHESTRA | |||||||
| 900 BROADWAY | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| COLUMBUS TECHNICAL COLLEGE FOUNDATION (4136 SHS COCA COLA CO) | |||||||
| 928 MANCHESTER EXPRESSWAY | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $242,370 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (11401 SHS COCA COLA CO) | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $666,730 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (257 SHS COCA COLA CO) | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $15,060 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (4276 SHS COCA COLA CO) | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $250,060 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $186,667 |
| COWETA FALLS STEEPLECHASE | |||||||
| 1747 WARM SPRINGS RD | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| CUMMER MUSEUM OF ART FOUNDATION (626 SHS COCA COLA CO) | |||||||
| 829 RIVERSIDE AVE | JACKSONVILLE | FL | 32207 | UNRELATED | PC | GENERAL AND OPERATING | $35,062 |
| CUMMER MUSEUM OF ART FOUNDATION | |||||||
| 829 RIVERSIDE AVE | JACKSONVILLE | FL | 32207 | UNRELATED | PC | GENERAL AND OPERATING | $250,000 |
| CURE CHILDHOOD CANCER (855 SHS COCA-COLA CO) | |||||||
| 200 ASHFORD CENTER N SUITE 250 | ATLANTA | GA | 30338 | UNRELATED | PC | GENERAL AND OPERATING | $49,923 |
| DEPAUL SCHOOL OF NORTHEAST FLORIDA | |||||||
| 3044 SAN PABLO RD S | JACKSONVILLE | FL | 32224 | UNRELATED | PC | GENERAL AND OPERATING | $15,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| DRAGONFLY TRAIL NETWORK | |||||||
| 10TH AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $27,500 |
| EASTER SEALS OF WEST GEORGIA INC | |||||||
| PO BOX 1690 | FORTSON | GA | 31808 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| EMORY UNIVERSITY (660 SHS COCA COLA CO) | |||||||
| 201 DOWMAN DR | ATLANTA | GA | 30322 | UNRELATED | PC | GENERAL AND OPERATING | $38,676 |
| EYECARE TO THE NEEDY | |||||||
| 2616 WARM SPRINGS ROAD | COLUMBUS | GA | 319045323 | UNRELATED | PC | GENERAL AND OPERATING | $100,000 |
| FEEDING NORTHEAST FLORIDA | |||||||
| 1166 EDGEWOOD AVE N D/E | JACKSONVILLE | FL | 32254 | UNRELATED | PC | GENERAL AND OPERATING | $250,000 |
| FIRST TEE OF GREATER CHARLOTTE | |||||||
| 2661 REVOLUTION PARK DR | CHARLOTTE | NC | 28208 | UNRELATED | PC | GENERAL AND OPERATING | $3,600 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 809201051 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| FREEDOM FARM CROSSROAD | |||||||
| 2618 8TH STREET | TUSCALLOSA | AL | 35401 | UNRELATED | PC | GENERAL AND OPERATING | $25,000 |
| GEORGIA CENTER FOR OPPORTUNITY | |||||||
| 333 RESEARCH CT 210 | PEACHTREE CORNERS | GA | 30092 | UNRELATED | PC | GENERAL AND OPERATING | $101,500 |
| HAMMOND SCHOOL | |||||||
| 854 GALWAY LN | COLUMBIA | SC | 29209 | UNRELATED | PC | GENERAL AND OPERATING | $30,000 |
| HISTORIC COLUMBUS FOUNDATION (4276 SHS COCA COLA CO) | |||||||
| 1440 2ND AVE | COLUMMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $250,060 |
| HISTORIC COLUMBUS FOUNDATION | |||||||
| 1440 2ND AVE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $125,000 |
| HOLLAND AVENUE BAPTIST CHURCH | |||||||
| 801 12TH STREET | CAYCE | SC | 29033 | UNRELATED | PC | GENERAL AND OPERATING | $30,000 |
| HOUSE OF TIME(790 SHS COCA COLA CO) | |||||||
| 1200 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $50,568 |
| HOUSE OF TIME | |||||||
| 1200 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| IRON CITY CHURCH | |||||||
| 1016 19TH ST S | BIRMINGHAM | AL | 35205 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| LOVE LIKE LEXI PROJECT | |||||||
| 31368 PAHUTA ST | TEMECULA | CA | 92592 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| MERCER UNIVERSITY (3248 SHS COCA COLA CO) | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | UNRELATED | PC | GENERAL AND OPERATING | $199,265 |
| MERCER UNIVERSITY | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | UNRELATED | PC | GENERAL AND OPERATING | $256,630 |
| MERCYMED OF COLUMBUS (1666 SHS COCA COLA CO) | |||||||
| 3702 2ND AVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $100,726 |
| MICAH'S PROMISE (429 SHS COCA COLA CO) | |||||||
| 233 12TH ST STE 601 | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $25,139 |
| MICAH'S PROMISE | |||||||
| 233 12TH ST STE 601 | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| MIDTOWN - TWO NOTCH | |||||||
| TWO NOTH ROAD | COLUMBIA | SC | 29204 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| MIDTOWN FELLOWSHIP | |||||||
| 1800 BLANDING ST | COLUMBIA | SC | 29201 | UNRELATED | PC | GENERAL AND OPRATING | $50,000 |
| MIDTOWN FELLOWSHIP CHURCH - LEXINGTON | |||||||
| 924 E MAIN ST | LEXINGTON | SC | 29072 | UNRELATED | PC | GENERAL AND OPERATING | $20,000 |
| MIDTOWN INC (858 SHS COCA COLA CO) | |||||||
| 1236 WILDWOOD AVE | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $50,099 |
| NATIONAL INFANTRY MUSEUM FOUNDATION | |||||||
| 1775 LEGACY WAY 235 | COLUMBUS | GA | 31903 | UNRELATED | PC | GENERAL AND OPERATING | $100,000 |
| NATURE NOW | |||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | UNRELATED | PC | GENERAL AND OPERATING | $25,000 |
| NEIGHBORWORKS (3248 SHS COCA COLA CO) | |||||||
| 345 6TH ST | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $199,265 |
| NEXT GENERATION FOCUS (343 SHS COCA COLA CO) | |||||||
| 6755 MAJORS ROAD | CUMMING | GA | 30040 | UNRELATED | PC | GENERAL AND OPERATING | $20,028 |
| OPEN DOOR COMMUNITY HOUSE INC (1709 SHS COCA COLA CO) | |||||||
| 2405 2ND AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $100,481 |
| OPEN DOOR COMMUNITY HOUSE INC (1711 SHS COCA COLA CO) | |||||||
| 2405 2ND AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $100,265 |
| OPEN DOOR COMMUNITY HOUSE INC | |||||||
| 2405 2ND AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| PHENIX CITY MAYOR'S BALL | |||||||
| 601 12TH STREET | PHENIX CITY | AL | 36867 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| PHILANTHROPY SOUTHEAST | |||||||
| 100 PEACHTREE SUITE NW SUITE 2080 | ATLANTA | GA | 30303 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| PIEDMONT COLUMBUS REGIONAL FOUNDATION (1042 SHS GLOBAL PMTS INC) | |||||||
| 710 CENTER STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $101,772 |
| PIEDMONT COLUMBUS REGIONAL FOUNDATION (6841 SHS COCA COLA CO) | |||||||
| 710 CENTER STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $400,883 |
| PIONEERS | |||||||
| 10123 WILLIAM CAREY DR | ORLANDO | FL | 32832 | UNRELATED | PC | GENERAL AND OPERATING | $7,200 |
| RAINEY-MCCULLERS SCHOOL OF THE ARTS | |||||||
| 1700 MIDTOWN DR | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $1,500 |
| SAFEHOUSE MINISTRIES (4060 SHS COCA COLA CO) | |||||||
| 2101 HAMILTON ROAD | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $249,081 |
| SAFEHOUSE MINISTRIES (545 SHS COCA COLA CO) | |||||||
| 2101 HAMILTON ROAD | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $34,733 |
| SAFEHOUSE MINISTRIES | |||||||
| 2101 HAMILTON ROAD | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $170,000 |
| SALVATION ARMY | |||||||
| 615 MANCHESTER EXPRESSWAY | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $100,000 |
| SPRINGER OPERA HOUSE (3421 SHS COCA COLA CO) | |||||||
| 103 E 10TH ST | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $200,471 |
| SPRINGER OPERA HOUSE | |||||||
| 103 E 10TH ST | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $33,334 |
| STATE CHARTER SCHOOLS FOUNDATION | |||||||
| 205 JESSE HILL JR DR SE | ATLANTA | GA | 30303 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| STEWART COUNTY EMS | |||||||
| PO BOX 157 | LUMPKIN | GA | 31815 | UNRELATED | PC | GENERAL AND OPERATING | $26,000 |
| THE FOOD MILL | |||||||
| 3718 2ND AVE SUITE A | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $15,000 |
| TRINITY UNITED METHODIST CHURCH | |||||||
| 1600 5TH AVE | PHENIX CITY | AL | 36867 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| TRUTH SPRING INC | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $325,264 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (4547 SHS COCA COLA CO) | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $243,674 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (407 SHS COCA COLA) | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $24,969 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (9406 SHS COCA COLA CO) | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $551,192 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $35,000 |
| UPTOWN COLUMBUS | |||||||
| 25 W 10TH ST 4 | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $137,500 |
| YOUNG LIFE | |||||||
| 2750 SOWEGA DR | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $20,000 |
| YOUNG LIFE | |||||||
| 710 N MAIN ST | COLUMBIA | TN | 38401 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,869,303 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BREAKTHROUGH ATLANTA SCHOOL | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | UNRELATED | PC | GENERAL AND OPERATING | $100,000 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $1,333,332 |
| HISTORIC COLUMBUS FOUNDATION | |||||||
| 1440 2ND AVE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $250,000 |
| LOVE LIKE LEXI | |||||||
| 31368 PAHUTA ST | TEMECULA | CA | 92592 | UNRELATED | PC | GENERAL AND OPERATING | $20,000 |
| MERCER UNIVERSITY | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | UNRELATED | PC | GENERAL AND OPERAING | $200,000 |
| MIDTOWN INC | |||||||
| 1236 WILDWOOD AVE | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| MUSCOGEE COUNTY LIBRARY FOUNDATION | |||||||
| 3000 MACON RD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $1,000,000 |
| PHILANTHROPY SOUTHEAST | |||||||
| 100 PEACHTREE SUITE NW SUITE 2080 | ATLANTA | GA | 30303 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| PIEDMONT COLUMBUS REGIONAL FOUNDATION | |||||||
| 710 CENTER STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $1,200,000 |
| SALVATION ARMY | |||||||
| 615 MANCHESTER EXPRESSWAY | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $1,000,000 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $4,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,163,332 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179,003 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,147,087 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,563 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,168,013 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,536,666 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,536,666 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TR #31A401012 MARIE T MOSHELL CLAT EFF 7-31-18 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23024 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 319023024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $552,574 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING FEES | CategoryTxt |
| Amt | $55,100 | Amt |
| Net Investment Income | $55,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELOCO FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 319020140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-04-01 | GrantDt |
| Grant | $116,619 | GrantAmt |
| Purpose Of Grant | SEE PDF ATTACHMENT | PurposeOfGrantTxt |
| Dates Of Reports By Grantee | 03/05/2024 | DatesOfReportsByGranteeTxt |
| Results Of Verification | SEE PDF ATTACHMENT | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TR #62-A001-20-5 BONDS - SEE ATTACHMENT | $7,477,464 | $7,199,794 |
| TR #62-A001-28-8 BONDS - SEE ATTACHMENT | $413,050 | $391,873 |
| TR #62-A095-04-1 - SEE ATTACHMENT | $2,194,230 | $2,148,223 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COCA-COLA - 510,773 SHARES | $400,226 | $30,099,853 |
| SYNOVUS FINANCIAL CORPORATION - 437,710 SHARES | $4,861,959 | $16,479,782 |
| GLOBAL PAYMENTS INC - 558,301 SHARES | $18,942,301 | $70,904,227 |
| TR #62-A097-03-9 - SEE ATTACHMENT | $1,762,782 | $1,915,307 |
| GREEN DOT CORP CL A | $1 | $98,584 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BUTLER) | AT COST | $160,383 | $998,365 |
| BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BALL) | AT COST | $2,621,211 | $3,579,620 |
| BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC | AT COST | $3,672,275 | $6,027,016 |
| BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (RAMSAY) | AT COST | $2,535,962 | $3,453,325 |
| BAY AVENUE OPPORTUNITY FUND, LLC | AT COST | $9,908 | $23,267 |
| BUTLER FAMILY INVESTMENTS, LLC | AT COST | $554,964 | $633,411 |
| TR. #62-A001-30-4 SECURITIES - SEE ATTACHMENT | AT COST | $17,543,094 | $22,910,750 |
| TR. #62-A001-31-2 SECURITIES - SEE ATTACHMENT | AT COST | $1,043,784 | $1,276,698 |
| TR. #62-A097-08-8 SECURITIES - SEE ATTACHMENT | AT COST | $1,635,497 | $1,591,330 |
| TR. #62-A097-09-6 SECURITIES - SEE ATTACHMENT | AT COST | $8,233,821 | $10,215,986 |
| TR. #62-A095-03-3 SECURITIES - SEE ATTACHMENT | AT COST | $5,049,586 | $9,719,506 |
| TR. #62-A001-05-6 SECURITIES - SEE ATTACHMENT | AT COST | $1,704,173 | $2,695,346 |
| TR. #62-A001-13-0 SECURITIES - SEE ATTACHMENT | AT COST | $1,469,780 | $1,568,855 |
| BUTLER FAMILY INVESTMENTS II, LLC | AT COST | $460,914 | $640,143 |
| USIP I, LLC | AT COST | $183,159 | $220,350 |
| MIDDLEGROUND PARTNERS I, LP | AT COST | $308,894 | $905,024 |
| IRONSIDES OFFSHORE DIRECT INVESTMENT FUND V, LP | AT COST | $499,127 | $751,031 |
| LEGACY VENTURES X, LLC | AT COST | $2,144,694 | $2,212,240 |
| BUTLER FAMILY INVESTMENTS III, LLC | AT COST | $417,776 | $547,749 |
| CHALLEN PARTNERS LTD | AT COST | $2,008,775 | $1,793,376 |
| BUTLER FAMILY INVESTMENTS IV, LLC | AT COST | $421,604 | $351,324 |
| MSD PRIVATE CREDIT OPPORTUNITY FUND 2, LP | AT COST | $413,644 | $566,354 |
| VISTA CREDIT PARTNERS FUND III, LP | AT COST | $1,123,855 | $1,135,923 |
| BUTLER FAMILY INESTMENTS V, LLC | AT COST | $405,960 | $333,376 |
| BUTLER FAMILY INESTMENTS VI, LLC | AT COST | $26,910 | $33,286 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT - HISTORIC COLUMBUS FOUNDATION | $433,000 | $433,000 | $433,000 |
| PROGRAM RELATED INVESTMENT - NEIGHBORWORKS COLUMBUS | $2,000,000 | $2,000,000 | $2,000,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST CARRYING VALUE OF INVESTMENTS | Desc |
| Amt | $2,097,317 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN CONVERSION & OTHER EXPENSES | $6,924 | $6,924 | $0 |
| DEDUCTIONS FROM PASSTHROUGH ENTITIES | $261,248 | $261,248 | $0 |
| NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH ENTITIES | $91,827 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VARIOUS | $93 | $93 | $93 |
| VARIOUS PASSTHROUGH ENTITIES | $42,470 | $42,470 | $42,470 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN F.M.V. & BOOK VALUE OF CONTRIB. PAID-SEE SCHED. ATTACHED | Desc |
| Amt | $6,524,431 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT & MANAGEMENT FEES | CategoryTxt |
| Amt | $511,735 | Amt |
| Net Investment Income | $511,735 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE ATTACHED LIST | PersonNm |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $35,000 | $0 | $0 |
| FOREIGN TAXES | $29,984 | $29,984 | $0 |