COLUMBIA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COLUMBIA FOUNDATION (EIN 46-2874852)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202321309349101132
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T10:00:06-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N BROADWAY SUITE 600 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631022733 | 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 | 462874852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Columbia Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALFREDO MARTIN | InCareOfNm |
| Business Name Control | COLU | BusinessNameControlTxt |
| Phone | 9175201121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1391 E BOONE INDUSTRIAL BLVD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFREDO MARTIN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9175201121 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALFREDO | PersonFirstNm |
| Person Last | MARTIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN M HANKINS | PreparerPersonNm |
| PTIN | P01256574 | PTIN |
| Phone | 3142315544 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $3,143,949 | 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 | $1,060,373 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $44,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $685,712 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,451,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $685,712 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,790,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $730,240 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,348 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,174 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,174 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,192 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,192 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,655 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $87 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,334 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $116,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $116,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,409 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,657,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $717,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,985 | CashBOYAmt |
| Cash EOY | $6,383 | CashEOYAmt |
| Cash EOYFMV | $6,383 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $74,277 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,040 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,040 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,159,657 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,191,529 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,100,287 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $21,665 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,426 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $27 | LandBOYAmt |
| Land EOY | $239 | LandEOYAmt |
| Land EOYFMV | $239 | LandEOYFMVAmt |
| Total Assets BOY | $2,245,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,235,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,143,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,245,946 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,235,191 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,245,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,235,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,245,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,235,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,245,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,657,008 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,902,954 | SubtotalAmt |
| Other Decreases | $667,763 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,235,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST LOSS | P | 2022-06-01 | 2022-12-31 | $116,030 | $117,064 | -$1,034 | -$1,034 |
| LT GAIN | P | 2020-01-01 | 2022-12-31 | $1,335,679 | $649,066 | $686,746 | $686,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $685,712 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,969 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,969 | SubtotalAmt |
| Tax Based On Investment Income | $9,969 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,560 | TotalPaymentsAndCreditsAmt |
| Tax Due | $8,409 | TaxDueAmt |
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 | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://thecolumbiafoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFREDO MARTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9175201121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1391 E BOONE INDUSTRIAL BLVD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65202 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALFREDO MARTIN | ||||||||
| 1391 E BOONE INDUSTRIAL BLVD | COLUMBIA | MO | 65202 | EXECUTIVE DIRECTOR | 20.0 | $0 | $0 | $0 |
| BEAU MARTIN | ||||||||
| 1391 E BOONE INDUSTRIAL BLVD | COLUMBIA | MO | 65202 | TREASURER | 3.0 | $0 | $0 | $0 |
| SANDRA MARTIN | ||||||||
| 1391 E BOONE INDUSTRIAL BLVD | COLUMBIA | MO | 65202 | SECRETARY | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,275,109 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,363,169 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,363,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,327,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,969 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,969 | TotalTaxAmt |
| Distributable Before Adj | $106,417 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $106,417 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $106,417 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,409 | 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 | $118,409 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,597 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,647 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $114,863 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,613 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $426 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $179,146 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,409 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $106,417 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,992 | RemainingDistriFromCorpusAmt |
| Total Corpus | $191,138 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,597 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $176,541 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,647 | ExcessFromYear4Amt |
| Excess From Year3 | $114,863 | ExcessFromYear3Amt |
| Excess From Year2 | $32,613 | ExcessFromYear2Amt |
| Excess From Year1 | $426 | ExcessFromYear1Amt |
| Excess From Current Year | $11,992 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALFREDO MARTIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1391 E BOONE INDUSTRIAL BLVD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9175201121 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE AVAILABLE ONLINE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 31ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO QUALIFY PLEASE OBSERVE THE FOLLOWING CRITERIA: REQUESTS OF UP TO $2,500 NON-PROFIT ORGANIZATIONS IN MISSOURI PREFERABLY FOCUSING ON CHILDREN, EDUCATION AND LITERACY, AND THE ARTS (BUT NOT REQUIRED) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF COLUMBIA | ||||||||
| 1200 N 7TH ST | COLUMBIA | MO | 65201 | NONE | PC | GENERAL OPERATING FUNDS | $17,000 | |
| BIG BROTHERS BIG SISTERS OF COLUMBIA | ||||||||
| 4250 E BROADWAY | COLUMBIA | MO | 65201 | NONE | PC | GENERAL OPERATING FUNDS | $15,000 | 1067 |
| FRONT RUNNERS | ||||||||
| PO BOX 775553 | SAINT LOUIS | MO | 63177 | NONE | PC | GENERAL OPERATING FUNDS | $1,598 | |
| The Atlanta Opera | ||||||||
| 1575 Northside Drive NW | Atlanta | GA | 30318 | NONE | PC | GENERAL OPERATING FUNDS | $51,308 | Suite 350 |
| Piedmont Park Conservancy | ||||||||
| PO Box 570355 | Atlanta | GA | 30357 | NONE | PC | GENERAL OPERATING FUNDS | $22,500 | |
| SCAD Museum of Art | ||||||||
| 601 Turner Blvd | Savannah | GA | 31401 | NONE | PC | General Operating Funds | $500 | |
| Trees Atlanta | ||||||||
| 825 Warner Street SW Suite A | Atlanta | GA | 30310 | NONE | PC | General Operating Funds | $363 | |
| MDE School | ||||||||
| 1517 Johnson Ferry Road | Marietta | GA | 30062 | NONE | PC | General Operating Funds | $1,500 | |
| First Presbyterian Church of Atlanta | ||||||||
| 1328 Peachtree St NE | Atlanta | GA | 30309 | NONE | PC | General Operating Funds | $6,106 | |
| BGC of Metro Atlanta | ||||||||
| 1235 Peachtree St Ne | Atlanta | GA | 30309 | NONE | PC | General Operating Funds | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $116,075 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,528 | 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 | $685,712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $730,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $730,240 | 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 | GMES LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1391 E BOONE INDUSTRIAL BLVD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,060,373 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,002,654 | FairMarketValueAmt |
| Received | 2022-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,348 | Amt |
| Net Investment Income | $2,174 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,174 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS - SEE ATTACHED | StockNm |
| EOY Book Value | $3,191,529 | EOYBookValueAmt |
| EOYFMV | $3,100,287 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST SECURITIES TO DONOR BASIS | Desc |
| Amt | $667,763 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $160 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $160 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $9,192 | Amt |
| Net Investment Income | $9,192 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES | $2,088 | |
| FOREIGN TAX | $1,655 | $1,655 |
Comments