NUNNALLY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NUNNALLY FOUNDATION INC (EIN 58-2472377)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202413119349101431
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T10:13:53-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205920496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLEY SAMMONS TOOLE & ELLISON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 HAMMOND DRIVE BLDG 3 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | 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 | 582472377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NUNNALLY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | (GLYNN COUNTY) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NUNN | BusinessNameControlTxt |
| Phone | 4042330560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2675 PACES FERRY RD SE STE 150 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE F NUNNALLY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4042330560 | 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 | JESSE C ELLISON CPA | PreparerPersonNm |
| PTIN | P01491803 | PTIN |
| Phone | 4042563830 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,451,745 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $114,719 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,719 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,566 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,566 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,566 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $120,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,285 | 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 | $1,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,245 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,021 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,021 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,048 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,069 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,844 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,069 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $113,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,216 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $370,404 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $358,303 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $358,303 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $51 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,993 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $51 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $51 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,963,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,963,486 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,886,023 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,325,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,325,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,207,368 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,661,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,646,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,451,745 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,661,883 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,646,840 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,661,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,646,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,661,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,646,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,661,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,559 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,482 | OtherIncreasesAmt |
| Subtotal | $3,647,806 | SubtotalAmt |
| Other Decreases | $966 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,646,840 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| SCHWAB #6727-ST | $2 | $2 | $2 |
| SCHWAB #6727-LT | $5,564 | $5,564 | $5,564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,566 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $53 | EsPenaltyAmt |
| Tax Due | $1,404 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRANCES G ROGERS | IndividualWithBooksNm |
| Phone | 4042330560 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2675 PACES FERRY RD SE STE 150 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| FRANCES G ROGERS | ||||||||
| 2675 PACES FERRY RD SE STE 150 | ATLANTA | GA | 30339 | SECRETARY | 0.50 | $0 | $0 | $0 |
| LEE F NUNNALLY | ||||||||
| 2861 BAKERS FARM ROAD | ATLANTA | GA | 30339 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| MARY H NUNNALLY | ||||||||
| 3886 PACES LOOKOUT DRIVE | ATLANTA | GA | 30339 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HUGH P NUNNALLY | ||||||||
| 434 SETTLEMENT LANE | ALPHARETTA | GA | 30004 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $2,945,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $390,253 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,335,877 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,335,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,038 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,285,839 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,351 | TotalTaxAmt |
| Distributable Before Adj | $162,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $113,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $113,775 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $598,798 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $161,341 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,567 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $382,621 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,209,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $113,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $49,166 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $49,166 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,160,161 | 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 | $549,632 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $610,529 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $161,341 | ExcessFromYear4Amt |
| Excess From Year3 | $66,567 | ExcessFromYear3Amt |
| Excess From Year2 | $382,621 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRANCES G ROGERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2675 PACES FERRY RD SE STE 150 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4042330560 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBANY HUMANE SOCIETY | ||||||
| PO BOX 3151 | ALBANY | GA | 317063151 | PC | GENERAL OPERATIONS | $5,000 |
| ATLANTA COMMUNITY FOOD BANK | ||||||
| 3400 N DESERT DR | EAST POINT | GA | 30344 | PC | GENERAL OPERATIONS | $5,000 |
| ATLANTA VOLUNTEER LAWYERS FOUNDATION | ||||||
| 235 PEACHTREE ST 1750 | ATLANTA | GA | 30303 | PC | GENERAL OPERATIONS | $5,000 |
| CARTERSVILLE HISPANIC SDA CHURCH | ||||||
| 5660 HWY 20 | CARTERSVILLE | GA | 30121 | PC | GENERAL OPERATIONS | $2,500 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 57 EXECUTIVE PARK S 380 | ATLANTA | GA | 30329 | PC | GENERAL OPERATIONS | $10,000 |
| FELLOWSHIP CHRISTIAN ACADEMY | ||||||
| 10965 WOODSTOCK RD | ROSWELL | GA | 30075 | PC | GENERAL OPERATIONS | $5,000 |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | PC | GENERAL OPERATIONS | $5,000 |
| HOSPICE OF THE GOLDEN ISLES | ||||||
| 1692 GLYNCO PKWY | BRUNSWICK | GA | 31525 | PC | GENERAL OPERATIONS | $5,000 |
| HUMANE SOCIETY OF SOUTH COASTAL GA | ||||||
| 4627 HWY 17 | BRUNSWICK | GA | 31525 | PC | GENERAL OPERATIONS | $5,000 |
| LIFE GATE COUNSELING CENTER AT PEACHTREE | ||||||
| 3434 ROSWELL RD NW | ATLANTA | GA | 30305 | PC | GENERAL OPERATIONS | $2,500 |
| MARY LEE'S HOUSE INC | ||||||
| 2806 N ARMENIA AVE | TAMPA | FL | 33607 | PC | GENERAL OPERATIONS | $5,000 |
| SE GEORGIA HEALTH SYSTEM | ||||||
| 2415 PARKWOOD DRIVE | BRUNSWICK | GA | 31520 | PC | GENERAL OPERATIONS | $10,000 |
| SHE IS SAFE | ||||||
| 515 E CROSSVILLE RD SUITE 310 | ROSWELL | GA | 30075 | PC | GENERAL OPERATIONS | $5,000 |
| SPECIAL OLYMPICS GEORGIA | ||||||
| 6046 FINANCIAL DR | NORCROSS | GA | 30071 | PC | GENERAL OPERATIONS | $10,000 |
| UNITED CEREBRAL PALSEY OF GA INC | ||||||
| 3300 NORTHEAST EXPY NE BUILDING 9 | ATLANTA | GA | 30341 | PC | GENERAL OPERATIONS | $5,000 |
| UNITED WAY OF COASTAL GEORGIA | ||||||
| PO BOX 877 | BRUNSWICK | GA | 31521 | PC | GENERAL OPERATIONS | $1,000 |
| SECOND HARVEST OF COASTAL GEORGIA | ||||||
| 1380 CHATHAM PARKWAY | SAVANNAH | GA | 31405 | PC | GENERAL OPERATIONS | $2,000 |
| CANINE ASSISTANTS INC | ||||||
| 3160 FRANCIS ROAD | MILTON | GA | 30004 | PC | GENERAL OPERATIONS | $5,000 |
| CATHEDRAL PARISH SCHOOL | ||||||
| 259 ST GEORGE ST | ST AUGUSTINE | FL | 32084 | PC | GENERAL OPERATIONS | $2,000 |
| DARIEN UNITED METHODIST CHURCH | ||||||
| 201 FRANKLIN ST | DARIEN | GA | 31305 | PC | GENERAL OPERATIONS | $5,000 |
| MAKE A WISH FOUNDATION GEORGIA | ||||||
| 1775 THE EXCHANGE SE | ATLANTA | GA | 30339 | PC | GENERAL OPERATIONS | $10,000 |
| SANDRA'S RESCUE PUPS OF SW GEORGIA | ||||||
| 1030 YORK ROAD | SYLVESTER | GA | 31791 | PC | GENERAL OPERATIONS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,500 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $114,719 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,566 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $120,285 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,285 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | N/A |
| 8 | N/A |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,245 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,245 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $1,325,000 | EOYBookValueAmt |
| EOYFMV | $1,207,368 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXCHANGE TRADED FUNDS | $1,213,486 | $1,174,695 |
| EQUITY FUNDS | $750,000 | $711,328 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS EXCISE TAXES PAID | Desc |
| Amt | $966 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $22,048 | $22,048 | $0 |
| REGISTRATION FEES | $30 | $0 | $30 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT INCOME | Desc |
| Amt | $2,482 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,021 | Amt |
| Net Investment Income | $1,021 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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