CONNOLLY FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CONNOLLY FAMILY FOUNDATION INC (EIN 46-0809078)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-05
- IRS object ID
- 202511259349100131
- Schema version
- 2023v6.0
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-05T08:38:18-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460809078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Connolly Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN CONNOLLY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,993,915 | 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 | $3,461,195 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,433 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,433 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $255,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $255,159 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,537,325 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,932,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,169,735 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $750,023 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $749,732 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,025,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,196,059 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $86,891 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,891 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,621 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $676 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $676 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $406,288 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $382,309 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,961 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $512,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $469,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,637 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $628,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $628,357 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,140,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $469,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $652,994 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,884,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,726,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,398 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,068,758 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,068,758 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $24,334,855 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,847,564 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,623,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,167,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,077,593 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,686,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,571,174 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,993,915 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $21,686,872 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,571,174 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,686,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,571,174 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,686,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,571,174 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,686,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,884,302 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,571,174 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,571,174 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $3,932,448 | $1,828,784 | $2,103,664 | $2,103,664 |
| Passthrough K1 Capital Gain/(Loss) | $4,066,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,169,735 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $93,503 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $93,503 | SubtotalAmt |
| Tax Based On Investment Income | $93,503 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $78,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $99,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,065 | EsPenaltyAmt |
| Overpayment | $4,332 | OverpaymentAmt |
| Applied To ES Tax | $4,332 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| John L Connolly | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Leigh Z Connolly | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 0.0 | $0 | $0 | $0 |
| John L Connolly Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| Catherine Greer Connolly | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Anne Muller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Balentine LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3344 Peachtree Road NE Suite 2200 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $52,896 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,574,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,799,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,686,777 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,060,866 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,060,866 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $345,913 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,714,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,135,748 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,135,748 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93,503 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93,503 | TotalTaxAmt |
| Distributable Before Adj | $1,042,245 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,042,245 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,042,245 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $652,994 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $652,994 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,042,245 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $807,220 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,215 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $907,435 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $652,994 | QualifyingDistributionsAmt |
| Applied To Current Year | $652,994 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $389,251 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $389,251 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $518,184 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $417,969 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,215 | ExcessFromYear4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Catherine Greer Connolly | ContributingManagerNm |
| Contributing Manager | John L Connolly | ContributingManagerNm |
| Contributing Manager | John L Connolly Jr | ContributingManagerNm |
| Contributing Manager | Leigh Z Connolly | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE COMMUNITY CENTER INC | |||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $5,000 |
| ANGEL FLIGHT SOARS INC | |||||||
| 2000 AIRPORT RD STE 227 | ATLANTA | GA | 30341 | N/A | PC | General & Unrestricted | $10,000 |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $15,000 |
| ATLANTA POLICE FOUNDATION INC | |||||||
| 191 PEACHTREE ST NE STE 191 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $10,000 |
| ATLANTA UNION MISSION CORPORATION HCSR | |||||||
| 2353 BOLTON RD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $25,000 |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 317 S COLLEGE ST | AUBURN | AL | 36849 | N/A | PC | ASTHMA CAMP EAGLE fund | $5,000 |
| BACKSTRETCH EMPLOYEE SERVICE TEAM OF NEW YORK INC | |||||||
| 2150 HEMPSTEAD TPKE 28B | ELMONT | NY | 11003 | N/A | PC | General & Unrestricted | $1,000 |
| BOBBY DODD INSTITUTE INC | |||||||
| 2120 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $10,000 |
| CAMP TWIN LAKES INC | |||||||
| 1100 SPRING ST NW STE 406 | ATLANTA | GA | 30309 | N/A | PC | Camper Scholarship Program | $25,000 |
| CHEROKEE EMPLOYEE SCHOLARSHIP FOUNDATION INC | |||||||
| 155 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS HEALTHCARE OF ATLANTA FOUNDATION | |||||||
| 1575 NORTHEAST EXPY | ATLANTA | GA | 30329 | N/A | PC | SupportHughes fund | $5,000 |
| CITY OF REFUGE INC | |||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | N/A | PC | General & Unrestricted | $50,000 |
| COTA CHILDRENS ORGAN TRANSPLANT ASSOCIATION INC | |||||||
| 2501 W COTA DR | BLOOMINGTON | IN | 47403 | N/A | PC | General & Unrestricted | $1,500 |
| CURE CHILDHOOD CANCER INC | |||||||
| 200 ASHFORD CENTER N STE 250 | ATLANTA | GA | 30338 | N/A | PC | Pediatric Brain Tumor Research Initiative | $10,000 |
| CYSTIC FIBROSIS FOUNDATION - GA CHAPTER | |||||||
| 57 EXECUTIVE PARK S STE 380 | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $5,000 |
| EAST LAKE FOUNDATION INC | |||||||
| 2606 ALSTON DR SE | ATLANTA | GA | 30317 | N/A | PC | College Career and Readiness Program | $25,000 |
| GEORGE WEST MENTAL HEALTH FOUNDATION INC | |||||||
| 1961 N DRUID HILLS RD NE | BROOKHAVEN | GA | 30329 | N/A | PC | Mark C. West Financial Aid Program | $50,000 |
| GEORGIA JUSTICE PROJECT INC | |||||||
| 438 EDGEWOOD AVE SE | ATLANTA | GA | 30312 | N/A | PC | General & Unrestricted | $50,000 |
| GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION | |||||||
| 250 PARK AVE STE 2020 | NEW YORK | NY | 10177 | N/A | PC | General & Unrestricted | $15,000 |
| KIDZ 2 LEADERS INC | |||||||
| 1640 POWERS FERRY ROAD BLDG 15 | MARIETTA | GA | 30067 | N/A | PC | General & Unrestricted | $7,500 |
| PEACHTREE ROAD METHODIST CHURCH | |||||||
| 3180 PEACHTREE RD NE | ATLANTA | GA | 30305 | N/A | PC | The Preschool / Masters Partee 2024 fund | $2,500 |
| RACE TRACK CHAPLAINCY OF AMERICA | |||||||
| 2150 HEMPSTEAD TPKE | ELMONT | NY | 11003 | N/A | PC | Sponsor a Family For Christmas 2023 fund | $1,000 |
| SOCCER IN THE STREETS INC | |||||||
| 130 BLVD NE SUITE 1 | ATLANTA | GA | 30312 | N/A | PC | General & Unrestricted | $25,000 |
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | |||||||
| PO BOX 669394 | DALLAS | TX | 75266 | N/A | PC | Connolly Family Business Management, Minor Endowed fund | $192,857 |
| THOROUGHBRED RETIREMENT FOUNDATION | |||||||
| 112 SPRING ST STE 109 | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $1,000 |
| WASHINGTON & LEE UNIVERSITY | |||||||
| 204 WEST WASHINGTON ST | LEXINGTON | VA | 24450 | N/A | PC | Annual Giving for Area of Greatest Need | $5,000 |
| WILLIAM J PALMER PARKS FOUNDATION INC | |||||||
| 102 S TEJON ST STE 920 | COLORADO SPGS | CO | 80903 | N/A | PC | Economic Empowerment fund | $25,000 |
| YEAR UP INC | |||||||
| PO BOX 412812 | BOSTON | MA | 02241 | N/A | PC | Year Up Atlanta fund | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $628,357 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,433 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,537,325 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $750,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,563,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,563,940 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Yeaman's Liquid LP FBO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 Peachtree Rd Ste 1545 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,461,195 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 5525 sh. | $1,683,468 | 2023-12-28 |
| 1 | PRIMECAP ODYSSEY GROWTH FUND POGRX, 11414.972 sh. | $157,163 | 2023-12-28 |
| 1 | PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND POAGX, 16918.535 sh. | $730,881 | 2023-12-28 |
| 1 | PRIMECAP ODYSSEY GROWTH FUND POGRX, 11533.972 sh. | $158,802 | 2023-12-28 |
| 1 | PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND POAGX, 16918.535 sh. | $730,881 | 2023-12-28 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 926 | IdentifierTxt |
| Form And Line Reference | Form 926 | FormAndLineReferenceDesc |
| Medium Explanation | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS MULTI-SECTOR IN | $1,278,923 | $1,281,440 |
| CAPITAL GROUP CORE EQUITY ETF | $589,792 | $613,782 |
| CAPITAL GROUP DIVIDEND VALUE | $1,427,195 | $1,576,608 |
| CAPITAL GROUP GLOBAL GROWTH EQ | $1,401,192 | $1,596,237 |
| DODGE & COX INCOME FUND | $1,556,532 | $1,543,353 |
| DODGE & COX STOCK | $1,502,230 | $1,571,189 |
| FIDELITY ADVISOR TOTAL BOND CL | $1,807,830 | $1,793,843 |
| INVESCO QQQ TRUST | $964,311 | $1,123,513 |
| ISHARE SP SMALL CAP 600 INDEX | $1,012,598 | $1,035,775 |
| JPMORGAN CORE PLUS BOND FUND | $1,295,851 | $1,283,584 |
| JPMORGAN INCOME FUND CL I | $1,524,212 | $1,534,362 |
| SPDR PORTFOLIO LARGE CAP ETF | $2,867,079 | $3,252,288 |
| THE BOND FD OF AMERICA, CLASS | $1,811,941 | $1,789,872 |
| VANGARD RUSSELL 1000 GROWTH | $945,654 | $1,123,093 |
| VANGUARD MID-CAP ETF | $974,704 | $1,024,325 |
| VANGUARD TOTAL STOCK MARKET ET | $1,919,879 | $2,153,456 |
| VANGUARD VALUE ETF | $1,454,932 | $1,550,844 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TCG BALANCED (FKA NEW PROVIDEN | CategoryOrItemTxt |
| Book Value | $4,167,561 | BookValueAmt |
| EOYFMV | $6,077,593 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $23,961 | $23,961 | |
| K-1 Exp TCG BALANCED (FKA NEW | $382,327 | $382,309 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss TCG BALANCED (FKA NEW PROVIDENCE BAL | Desc |
| Revenue And Expenses Per Books | $750,023 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $749,732 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $86,891 | Amt |
| Net Investment Income | $86,891 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yeaman's Liquid LP FBO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 Peachtree Rd Ste 1545 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $17,600 |
| IRS MISCELLANEOUS FEE EXPENSE | $1,021 |