EDEN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDEN CHARITABLE FOUNDATION INC (EIN 45-4093034)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349100035
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T09:59:48-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581673613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT THRASHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY 700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454093034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDEN CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDEN | BusinessNameControlTxt |
| Phone | 7704634146 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9182 SELBORNE LANE | AddressLine1Txt |
| City | PALMETTO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 302682268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL LYNN EDEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7704634146 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | LYNN EDEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN BOWERS | PreparerPersonNm |
| PTIN | P01899997 | PTIN |
| Phone | 7703962200 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,538,605 | 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 | $850,131 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $149,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $694,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,370,112 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $694,515 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,694,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $843,884 | 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 | $5,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,725 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,484 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,591 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $118,613 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118,613 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $139,547 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $123,929 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,958 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,958 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $351,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $123,929 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,683 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,342,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $719,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $354,277 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $965,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $965,598 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $115,640 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $116,387 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $246,504 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $288,072 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $282,080 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,929,132 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,881,459 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,174,540 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,529,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,250,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,538,605 | 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 | $6,529,913 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,250,769 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,529,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,250,769 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,529,913 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,250,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,529,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,342,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,662 | OtherIncreasesAmt |
| Subtotal | $7,877,085 | SubtotalAmt |
| Other Decreases | $626,316 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,250,769 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY [060486] | P | $794,053 | $909,880 | -$115,827 | -$115,827 |
| MORGAN STANLEY [060486] | P | $1,258,939 | $414,978 | $843,961 | $843,961 |
| MORGAN STANLEY [060284] | P | $122 | $122 | $0 | $0 |
| MORGAN STANLEY [060284] | P | $100,394 | $100,405 | -$11 | -$11 |
| MORGAN STANLEY [060483] | P | $104,411 | $130,508 | -$26,097 | -$26,097 |
| MORGAN STANLEY [060483] | P | $686,839 | $637,677 | $49,162 | $49,162 |
| MORGAN STANLEY [079834] | P | $45,478 | $72,895 | -$27,417 | -$27,417 |
| MORGAN STANLEY [079834] | P | $176,146 | $186,908 | -$10,762 | -$10,762 |
| MORGAN STANLEY [091595] | P | $48,062 | $52,254 | -$4,192 | -$4,192 |
| MORGAN STANLEY [091595] | P | $155,526 | $169,970 | -$14,444 | -$14,444 |
| CAPITAL GAINS DIVIDENDS | P | $142 | $142 | $142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $694,515 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,007 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,007 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,400 | 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 | $12,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,393 | OverpaymentAmt |
| Applied To ES Tax | $2,393 | 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 | 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 | CAROL LYNN EDEN | IndividualWithBooksNm |
| Phone | 4048161104 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9182 SELBORNE LANE | AddressLine1Txt |
| City | PALMETTO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30268 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL LYNN EDEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9182 SELBORNE LANE | AddressLine1Txt |
| City | PALMETTO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.75 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $11,222,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $653,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,876,796 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,876,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,698,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $584,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $584,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,007 | TotalTaxAmt |
| Distributable Before Adj | $574,925 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $574,925 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $574,925 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,683 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $214,683 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $574,925 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $481,562 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,683 | QualifyingDistributionsAmt |
| Applied To Year1 | $214,683 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $266,879 | Taxable2Amt |
| Undistributed Income CY | $574,925 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL LYNN EDEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLANTA SYMPHONY ORCHESTRA | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | 501(C)3 | BOARD ANNUAL FUND; TALENT DEVELOPMENT PROGRAM | $91,958 |
| RODALE INSTITUTE | |||||||
| 611 SIEGFRIEDALE ROAD | KUTZTOWN | PA | 19530 | NONE | 501(C)3 | SOUTHEAST ORGANIC CENTER | $25,000 |
| FRANKLIN POND CHAMBER MUSIC | |||||||
| 4835 FRANKLIN POND ROAD | ATLANTA | GA | 30342 | NONE | 501(C)3 | GENERAL FUND | $30,000 |
| SOUTH FULTON INSTITUTE | |||||||
| 250 GEORGIA AVE SE | ATLANTA | GA | 30312 | NONE | 501(C)3 | GENERAL FUND | $20,000 |
| GEORGIA ORGANICS | |||||||
| 200-A OTTLEY DR NE | ATLANTA | GA | 30324 | NONE | 501(C)3 | GENERAL FUND | $10,000 |
| CAMP SUNSHINE | |||||||
| 1850 CLAIRMONT ROAD | DECATUR | GA | 300333405 | NONE | 501(C)3 | GENERAL FUND | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,958 | 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 | $149,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $694,515 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $843,884 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $843,884 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CAROL LYNN EDEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9182 SELBORNE LANE | AddressLine1Txt |
| City | PALMETTO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 302682268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $850,131 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (16 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 507 SHARES OF ALPHABET INC CL C | $47,093 | 2022-12-12 |
| 1 | 550 SHARES OF AMAZON COM INC | $49,074 | 2022-12-12 |
| 1 | 649 SHARES OF APPLE INC | $92,664 | 2022-12-12 |
| 1 | 306 SHARES OF DANAHER CORPORATION | $83,370 | 2022-12-12 |
| 1 | 515 SHARES OF DEXCOM INC | $60,139 | 2022-12-12 |
| 1 | 175 SHARES OF ILLUMINA INC | $35,830 | 2022-12-12 |
| 1 | 63 SHARES OF INTUIT INC | $25,493 | 2022-12-12 |
| 1 | 397 SHARES OF L OREAL CO ADR | $29,289 | 2022-12-12 |
| 1 | 451 SHARES OF LVMH MOET HENNESSY | $68,212 | 2022-12-12 |
| 1 | 76 SHARES OF LULULEMON ATHETICA | $24,605 | 2022-12-12 |
| 1 | 276 SHARES OF MASTERCARD INC | $97,641 | 2022-12-12 |
| 1 | 431 SHARES OF NIKE INC B | $47,815 | 2022-12-12 |
| 1 | 107 SHARES OF RESMED INC | $23,579 | 2022-12-12 |
| 1 | 400 SHARES OF STARBUCKS CORP | $40,734 | 2022-12-12 |
| 1 | 132 SHARES OF ULTA BEAUTY INC | $61,798 | 2022-12-12 |
| 1 | 296 SHARES OF VISA INC CL A | $62,795 | 2022-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,450 | Amt |
| Net Investment Income | $2,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY BONDS | BondNm |
| EOY Book Value | $288,072 | EOYBookValueAmt |
| EOYFMV | $282,080 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $115,640 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $116,387 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY EQUITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,881,459 | BookValueAmt |
| EOYFMV | $10,174,540 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED STOCK FMV/TAX BASIS DIFFERENCE | Desc |
| Amt | $626,316 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $118,613 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $118,613 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TEMPORARY DIFFERENCES | Desc |
| Amt | $4,662 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,591 | $2,591 | $0 |
| EXCISE TAX ON INVESTMENT INCOME | $12,893 | $0 | $0 |
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