JOHN BULOW CAMPBELL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN BULOW CAMPBELL FOUNDATION (EIN 58-0566149)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202433099349100348
- 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
- Amortization Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T11:55:19-06:00 | 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 | 580566149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BULOW CAMPBELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JBUL | BusinessNameControlTxt |
| Phone | 4046589066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PARKWAY STE 950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH H VERNER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4046589066 | 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 | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2024-11-01 | 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 | $715,985,768 | 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 | $15,632,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,632,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,980,093 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $85,762,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,176,226 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,612,928 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,809,061 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $565,771 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $56,577 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $509,194 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $816,167 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $81,617 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $734,550 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $339,390 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $33,939 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $305,451 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,117 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,412 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,705 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,530 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $33,765 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,765 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,770,432 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,728,909 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,523 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,416,257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,390 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $66,513 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $24,755 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $109,011 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,901 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $98,110 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,624 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $750 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,874 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $286,879 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,437 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $216,865 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,423,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,976,697 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,031,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,888,568 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,088,568 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,312,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,976,697 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,120,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,699,573 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,832,364 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,759,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,946,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,946,980 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $281,619,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $286,481,610 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $286,481,610 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $38,557,247 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $43,647,057 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $43,647,057 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $338,156,964 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $340,235,599 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $340,235,599 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $751,289 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $359,306 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $460,640 | LandBOYAmt |
| Land EOY | $391,983 | LandEOYAmt |
| Land EOYFMV | $391,983 | LandEOYFMVAmt |
| Other Assets BOY | $2,253,036 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,282,539 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,282,539 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $674,807,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $715,985,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $715,985,768 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $200,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $2,493,853 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,671,205 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,693,853 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,671,205 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $672,113,171 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $713,314,563 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $672,113,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $713,314,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $674,807,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $715,985,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $672,113,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,699,573 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,547,982 | OtherIncreasesAmt |
| Subtotal | $713,961,580 | SubtotalAmt |
| Other Decreases | $647,017 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $713,314,563 | 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 | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| PASS-THRU FROM K-1 ALTERNATIVE INVESTMENTS | $6,920,653 | $6,920,653 | $6,920,653 | |
| INVESTMENT PORTFOLIO | $78,841,983 | $18,255,573 | $18,255,573 | $60,586,410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,176,226 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $442,470 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $442,470 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $442,470 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,656,904 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,656,904 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,214,434 | OverpaymentAmt |
| Applied To ES Tax | $1,214,434 | 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.JBCF.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BULOW CAMPBELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4046589066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PARKWAY STE 950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD C PARKER | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE, CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JAMES B PATTON | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE, VICE-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MALON W COURTS | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE, INVESTMENT COMM. CHAIR | 1.00 | $0 | $0 | $0 |
| ELIZABETH H VERNER | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | EXECUTIVE DIRECTOR | 40.00 | $273,354 | $68,664 | $0 |
| DAVID B ALLMAN | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM A HOLBY | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CLAYTON F JACKSON | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM C WARREN IV | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE, RET'D 2021 | 1.00 | $0 | $0 | $0 |
| JOHN STEPHENSON | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | EXECUTIVE DIRECTOR | 40.00 | $292,417 | $71,634 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ASSOCIATE DIRECTOR DIR OF PROGRAMS | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | ASSOCIATE DIRECTOR, | 40.00 | $253,333 | $54,828 | $0 |
| ASSOCIATE DIRECTOR DIR OF FINANCE | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | ASSOCIATE DIRECTOR, | 40.00 | $228,000 | $54,998 | $0 |
| GRANTS ADMINISTRATOR | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | GRANTS ADMINISTRATOR | 40.00 | $174,000 | $50,720 | $0 |
| PROGRAM ASSOCIATE | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | PROGRAM ASSOCIATE | 40.00 | $93,333 | $20,802 | $0 |
| ADMINISTRATIVE ASSISTANT | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | ADMINISTRATIVE ASSIS | 40.00 | $67,500 | $17,743 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ADAGE CAPITAL PARTNERS LP | |||||||||
| 2000 WESTCHESTER AVE | PURCHASE | NY | 10577 | INVESTMENT MANAGEMENT | $1,288,731 | ||||
| GOVERNORS LANE OFFSHORE FUND | |||||||||
| INVESTMENT MANAGEMENT | $815,446 | 24-26 CITY QUAY | DUBLIN | LEINSTER | EI | ||||
| LAKEWOOD CAPITAL MANAGEMENT LP | |||||||||
| 650 MADISON AVENUE | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $669,058 | ||||
| DAVIDSON KEMPNER | |||||||||
| 520 MADISON AVENUE 30TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $492,850 | ||||
| SILCHESTER INTL INVESTORS | |||||||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | INVESTMENT MANAGEMENT | $427,679 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 35 | 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 | $668,724,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,299,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $694,023,917 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $694,023,917 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,410,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $683,613,558 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,180,678 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,180,678 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $442,470 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $85,551 | IncomeTaxAmt |
| Total Tax | $528,021 | TotalTaxAmt |
| Distributable Before Adj | $33,652,657 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,652,657 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,652,657 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,120,118 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,381 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $36,123,499 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,652,657 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,723,313 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,123,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,723,313 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,400,186 | 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 | $30,252,471 | 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 W GREENE ASSOCIATE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PARKWAY STE 950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4046589066 | RecipientPhoneNum |
| Recipient Email Address | INFO@JBCF.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE HTTP://WWW.JBCF.ORG/GUIDELINES.HTML | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.JBCF.ORG/GUIDELINES.HTML | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.JBCF.ORG/GUIDELINES.HTML | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $200,000 |
| ATLANTA POLICE FOUNDATION | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $3,000,000 |
| BERRY COLLEGE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $400,000 |
| BULLOCH ACADEMY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| EMORY UNIVERSITY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $281,408 |
| FIDELES CHRISTIAN SCHOOL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $261,834 |
| GOSHEN VALLEY FOUNDATION | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $150,000 |
| HEBRON CHRISTIAN ACADEMY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $450,000 |
| LIFECYCLE BUILDING CENTER | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $200,000 |
| NORTH COBB CHRISTIAN SCHOOL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,200,000 |
| OPEN DOORS SOLUTIONS INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $200,000 |
| PURPOSE BUILT SCHOOLS | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| RABUN GAP-NACOOCHEE SCHOOL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $850,000 |
| SCOTTDALE EARLY LEARNING | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $150,000 |
| TEACH FOR AMERICA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $250,000 |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,380,000 |
| THE SALVATION ARMY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $255,326 |
| THE TRUST FOR PUBLIC LAND | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,750,000 |
| AMERICA'S SECOND HARVEST OF COASTAL GEORGIA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,500,000 |
| OPEN HAND ATLANTA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,400,000 |
| CORNERS OUTREACH | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,200,000 |
| AGNES SCOTT COLLEGE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000,000 |
| ATLANTA FULTON COUNTY ZOO INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000,000 |
| THE CORPORATION OF MERCER UNIVERSITY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000,000 |
| SOARING HEIGHTS COMMUNITIES | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $800,000 |
| FAMILY YMCA OF GREATER AUGUSTA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $750,000 |
| GEORGIA STATE UNIVERSITY FOUNDATION | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $750,000 |
| KING'S RIDGE CHRISTIAN SCHOOL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $750,000 |
| THE HERITAGE SCHOOL INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $750,000 |
| TRINITY SCHOOL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $700,000 |
| WESLEYAN COLLEGE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $700,000 |
| ABRAHAM BALDWIN AGRICULTURAL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| ADVOCATES FOR CHILDREN | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| BOYS & GIRLS CLUBS OF NORTH CENTRAL GEORGIA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| GEORGIA WORKS | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| GOLDEN HARVEST FOOD BANK | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| VETERANS EMPOWERMENT ORGANIZATION OF GEORGIA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| YMCA BLUE RIDGE ASSEMBLY INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| FOOD BANK OF NORTHEAST GEORGIA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $450,000 |
| INTERFAITH OUTREACH HOME | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $400,000 |
| THE STUDY HALL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| SPECTRUM AUTISM SUPPORT GROUP | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $375,000 |
| WAYCROSS AREA SHELTER FOR ABUSED | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $370,000 |
| EASTER SEALS OF NORTH GEORGIA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $600,000 |
| FEEDING THE VALLEY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $350,000 |
| GEORGIA EARLY EDUCATION ALLIANCE FOR READY STUDENTS | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $350,000 |
| IMPACT 46 INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $315,000 |
| GEORGIA HEIRS PROPERTY LAW CENTER | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| OUR HOUSE INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| HISTORIC DISTRICT DEVELOPMENT CORP | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $250,000 |
| JEWISH FAMILY & CAREER SERVICES | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $250,000 |
| FOUNDATION OF WESLEY WOODS | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $200,000 |
| GEORGIA MOUNTAIN FOOD BANK | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $200,000 |
| MOVING IN THE SPIRIT | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $200,000 |
| CHATTANOOGA AREA FOOD BANK | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $150,000 |
| ELEVATE ATLANTA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $75,000 |
| PREVENT BLINDNESS GEORGIA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,088,568 | 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 | $15,632,835 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,176,226 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,809,061 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,809,061 | 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 | $67,530 | Amt |
| Net Investment Income | $33,765 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,765 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | TENENT IMPROVEMENT ALLOWANCE | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2019-06-30 | AcquiredCompletedOrExpendedDt |
| Amortized | $534,345 | AmortizedAmt |
| Deduction For Prior Years | $157,875 | DeductionForPriorYearsAmt |
| Amortization Period | 11.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $48,577 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Total Amortization | $206,452 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2007-09-17 | $6,906 | $2,041 | SL | 5.000000000000 | $628 | $0 |
| FURNITURE, FIXTURES & EQUIPMENT | 2015-06-30 | $192,748 | $111,740 | SL | 5.000000000000 | $21,533 | $0 |
| AUTOMOBILE | 2018-10-01 | $17,290 | $14,696 | SL | 5.000000000000 | $2,594 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DIFFERENCES BETWEEN COLUMN (A) BOOK & COLUMN (B) NET INVESTMENT INCOME | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART I: | FormAndLineReferenceDesc |
| Medium Explanation | COLUMN (B) INCLUDES ADDITIONAL K-1 PASS-THRU INCOME & EXPENSE NOT RECOGNIZED IN COLUMN (A) BOOK. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GLOBAL BONDS & FIXED INCOME BASED FUNDS | BondNm |
| EOY Book Value | $43,647,057 | EOYBookValueAmt |
| EOYFMV | $43,647,057 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GLOBAL EQUITIES & EQUITY BASED FUNDS | StockNm |
| EOY Book Value | $286,481,610 | EOYBookValueAmt |
| EOYFMV | $286,481,610 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE STRATEGY INVESTMENTS - FLEXIBLE CAPITAL | FMV | $105,231,918 | $105,231,918 |
| ALTERNATIVE STRATEGY INVESTMENTS - PRIVATE EQUITY | FMV | $160,797,337 | $160,797,337 |
| ALTERNATIVE STRATEGY INVESTMENTS - REAL ASSETS | FMV | $74,206,344 | $74,206,344 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $6,906 | $2,669 | $4,237 |
| FURNITURE, FIXTURES & EQUIPMENT | $192,748 | $133,273 | $59,475 |
| TENENT IMPROVEMENT ALLOWANCE | $534,345 | $206,452 | $327,893 |
| AUTOMOBILE | $17,290 | $17,290 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,117 | LegalFeesAmt |
| Net Investment Income | $1,412 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,705 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED COMPENSATION ASSETS HELD IN TRUST | $269,208 | $0 | $0 |
| INVESTMENT PROCEEDS IN TRANSIT | $52,531 | $17,990,240 | $17,990,240 |
| FEDERAL EXCISE TAX RECEIVABLE | $1,021,904 | $479,578 | $479,578 |
| OPERATING LEASE ASSET | $909,393 | $812,721 | $812,721 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET DEFERRED EXCISE TAX | Desc |
| Amt | $647,017 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE/POSTAGE | $11,650 | $1,165 | $10,485 |
| TELEPHONE/TECHNOLOGY | $9,886 | $989 | $8,897 |
| ASSOCIATION/TEO ORGANIZATIONAL DUES/MEMBERSHIPS | $23,940 | $0 | $23,940 |
| MISCELLANEOUS | $150,756 | $15,076 | $135,680 |
| NON-CAPITAL EQUIPMENT/RENTALS/REPAIRS | $30,651 | $3,065 | $27,586 |
| INSURANCE | $11,419 | $1,142 | $10,277 |
| AMORTIZATION | $48,577 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION IN INVESTMENT PORTFOLIO | Desc |
| Amt | $46,547,982 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION LIABILITIES | $277,838 | -$60,160 |
| DEFERRED FEDERAL NET INVESTMENT INCOME TAX | $912,179 | $1,559,196 |
| OPERATING LEASE LIABILITY | $1,303,836 | $1,172,169 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODIAL, CONSULTANT & MGMT FEES | $8,746,334 | $8,726,499 | $19,835 |
| PAYROLL PROCESSING & BENEFIT PLANS | $15,056 | $1,506 | $13,550 |
| TECHNOLOGY & IT | $9,042 | $904 | $8,138 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $73,903 | $7,390 | $66,513 |
| FEDERAL NII EXCISE TAX | $1,292,326 | $0 | $0 |
| STATE TAXES PAID | $28 | $0 | $0 |
| FEDERAL UBIT | $50,000 | $0 | $0 |
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