THE JASON T DICKERSON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE JASON T DICKERSON FAMILY FOUNDATION (EIN 81-0890771)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349100705
- Schema version
- 2020v4.0
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T08:13:35-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581474049 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOMEL DAVIS & WATSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PEACHTREE CENTER AVE NE STE 240 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810890771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JASON T DICKERSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JASO | BusinessNameControlTxt |
| Phone | 4048625514 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4686 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON T DICKERSON | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JASON | PersonFirstNm |
| Person Last | DICKERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L WATSON | PreparerPersonNm |
| PTIN | P00979751 | PTIN |
| Phone | 4042235900 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,372,712 | 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 | $3,232,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,932 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,932 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,932 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $121,804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,804 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $121,804 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,139 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,859,214 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,139 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,139 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,362,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,875 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $129,875 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $7,173 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $7,173 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,440 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $39,543 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $39,543 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $39,543 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,906 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,906 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,640 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,640 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,629 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,629 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,543 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $39,543 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,788 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,543 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $39,543 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,196,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,332 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $90,332 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $952,291 | CashBOYAmt |
| Cash EOY | $2,927,028 | CashEOYAmt |
| Cash EOYFMV | $2,927,030 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,000 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $2,200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Investments EOY | $4,067,798 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,440,682 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,157,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,999,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,372,712 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,323 | AccountsPayableBOYAmt |
| Other Liabilities EOY | $647,462 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,323 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $647,462 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,155,968 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,352,364 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,155,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,352,364 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,157,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,999,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,155,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,196,396 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,352,364 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,352,364 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UNITED STATES TREASURY BILLS | P | 2020-01-13 | 2020-02-27 | $795,792 | $793,812 | $1,980 | $1,980 |
| UNITED STATES TREASURY BILLS | P | 2020-01-13 | 2020-03-05 | $598,710 | $595,359 | $3,351 | $3,351 |
| UNITED STATES TREASURY BILLS | P | 2020-01-09 | 2020-02-25 | $464,712 | $463,904 | $808 | $808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,139 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,139 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,256 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,256 | SubtotalAmt |
| Tax Based On Investment Income | $1,256 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $1,256 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,256 | OriginalReturnTaxPaidAmt |
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 | Yes (true) | 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 |
| Website Address | HTTPS://WWW.JASONTDICKERSONFAMILYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | JASON T DICKERSON | IndividualWithBooksNm |
| Phone | 4048625514 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4686 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30114 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JASON T DICKERSON | ||||||||
| PO BOX 4686 | CANTON | GA | 30114 | CHAIRMAN | 000.00 | $0 | $0 | $0 |
| CAREY DICKERSON | ||||||||
| PO BOX 4686 | CANTON | GA | 30114 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JUDY DICKERSON | ||||||||
| PO BOX 4686 | CANTON | GA | 30114 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JOSHUA DICKERSON | ||||||||
| PO BOX 4686 | CANTON | GA | 30114 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL SCHOLARSHIP: 10 SCHOLARSHIPS OF 1,000 PER SCHOLARSHIP. | Description1Txt |
| Expenses1 | $10,000 | Expenses1Amt |
| Description2 | IRON GAIT HORSE RESCUE: FEED SUPPLIES. | Description2Txt |
| Expenses2 | $9,907 | Expenses2Amt |
| Description3 | CHEROKEE COUNTY EDUCATIONAL FOUNDATION: IMPACT GRANTS, PRINTER FOR ACE ACADEMY. | Description3Txt |
| Expenses3 | $9,440 | Expenses3Amt |
| Description4 | CHEROKEE COUNTY HOMELESS VETS: HOTEL ROOMS FOR HOTEL VOUCHER PROGRAM. | Description4Txt |
| Expenses4 | $8,764 | Expenses4Amt |
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 | $3,333,658 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $310,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,644,380 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $552,715 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,091,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,375 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,045,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,264 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,836 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $126,836 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $126,836 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $90,332 | CurrentYearAmt |
| Year1 | $87,076 | Year1Amt |
| Year2 | $96,045 | Year2Amt |
| Year3 | $10,877 | Year3Amt |
| Total | $284,330 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $76,782 | CurrentYearAmt |
| Year1 | $74,015 | Year1Amt |
| Year2 | $81,638 | Year2Amt |
| Year3 | $9,245 | Year3Amt |
| Total | $241,680 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $126,836 | CurrentYearAmt |
| Year1 | $76,291 | Year1Amt |
| Year2 | $130,491 | Year2Amt |
| Year3 | $74,050 | Year3Amt |
| Total | $407,668 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $101,483 | Year2Amt |
| Year3 | $56,256 | Year3Amt |
| Total | $157,739 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $126,836 | CurrentYearAmt |
| Year1 | $76,291 | Year1Amt |
| Year2 | $29,008 | Year2Amt |
| Year3 | $17,794 | Year3Amt |
| Total | $249,929 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $101,509 | CurrentYearAmt |
| Year1 | $58,051 | Year1Amt |
| Year2 | $77,852 | Year2Amt |
| Year3 | $56,255 | Year3Amt |
| Total | $293,667 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JASON T DICKERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EDUCATIONAL SCHOLARSHIP | ||||||
| 1205 BLUFFS PKWY | CANTON | GA | 30114 | NC | 1,000 SCHOLARSHIPS | $10,000 |
| IRON GAIT HORSE RESCUE | ||||||
| 114 HANCOCK MOUNTAIN TRL | WALESKA | GA | 30183 | PC | FEED SUPPLIES | $9,907 |
| CHEROKEE COUNTY EDUCATIONAL FOUNDAT | ||||||
| PO BOX 4754 | CANTON | GA | 30114 | PC | IMPACT GRANTS, PRINTER FOR ACADEMY | $9,440 |
| CHEROKEE COUNTY HOMELESS VETS | ||||||
| 160 MCCLURE ST | CANTON | GA | 30114 | NC | HOTEL ROOMS FOR HOTEL VOUCHER PROGR. | $8,764 |
| CHEROKEE COUNTY SENIOR CENTER | ||||||
| 1001 UNIVETER RD | CANTON | GA | 30114 | GOV | CHRISTMAS GIFT BAGS - STAMPS, NOTES | $7,687 |
| BOYS AND GIRLS CLUB OF METRO ATL | ||||||
| 1082 UNIVETER RD | CANTON | GA | 30114 | PC | COVID LUNCHEON FOR PARTICIPANTS | $6,457 |
| THE CHILDREN'S HAVEN INC | ||||||
| 1083 MARIETTA HWY | CANTON | GA | 30114 | PC | GRANT, BABY SUPPLIES | $5,726 |
| VOLUNTEER AGING COUNCIL | ||||||
| 1001 UNIVETER RD | CANTON | GA | 30114 | PC | GIFT BAGS, LUNCH, BOOKS | $5,491 |
| THE SERVICE LEAGUE OF CHEROKEE COUN | ||||||
| PO BOX 1132 | CANTON | GA | 30169 | PC | FOOD FOR NEEDY FAMILIES | $5,000 |
| CANTON AMERICAN LEGION | ||||||
| 160 MCCLURE ST | CANTON | GA | 30114 | PC | FOOD DELIVERY, DINNER FOR VETERANS | $3,600 |
| PICKENS COUNTY ANIMAL RANCH | ||||||
| 401 OLD WHITE STONE RD | TALKING ROCK | GA | 30175 | PC | FOOD, LEASHES/COLLARS | $3,411 |
| HABITAT FOR HUMANITY | ||||||
| 814 MIMOSA BLVD | ROSWELL | GA | 30075 | PC | RAMP BUILDING SUPPLIES | $3,101 |
| THE BRIAN CENTER FOR HEALTH | ||||||
| 150 HOSPITAL CIRCLE | CANTON | GA | 30114 | NC | CHRISTMAS GIFT BAGS, EASTER BASKETS | $2,929 |
| ACES YOUTH HOME | ||||||
| 133 CARES DRIVE | JASPER | GA | 30143 | PC | DEEP CHEST FREEZER, FOOD | $2,679 |
| HOUSE OF HOPE | ||||||
| 11954 CUMMING HWY | CANTON | GA | 30115 | PC | BACKPACKS, FOOD DONATION | $2,500 |
| CAMERON HALL NURSING HOME | ||||||
| 240 MARIETTA HWY | CANTON | GA | 30114 | NC | VARSITY FOOD TRUCK | $2,059 |
| NORTHSIDE HOSPITAL | ||||||
| 470 NORTHSIDE CHEROKEE | CANTON | GA | 30115 | PC | FACE SHIELDS | $1,590 |
| SEQUOYAH HIGH SCHO ROBOTICS TEAM | ||||||
| 4485 HICKORY RD | CANTON | GA | 30115 | GOV | 3D PRINTER | $1,483 |
| THE HOUSE OF HOPE | ||||||
| 11954 CUMMING HWY | CANTON | GA | 30115 | PC | BACKPACKS, FOOD DONATION | $1,236 |
| NORTH GA ANGEL HOUSE | ||||||
| 2260 SAM NELSON RD | CANTON | GA | 30114 | PC | GIFT BASKETS, EASTER LUNCH | $1,218 |
| CHEROKEE COUNTY ANIMAL SHELTER | ||||||
| 1015 UNIVETER RD | CANTON | GA | 30114 | GOV | FOOD, TREATS, LEASHES/COLLARS | $968 |
| CHEROKEE COUNTY MARSHALLS OFFICE | ||||||
| 959 MARIETTA HWY | CANTON | GA | 30114 | GOV | LUNCH FOR MARSHALLS/911 RESPONSE CEN | $808 |
| ETOWAH VALLEY HUMANE SOCIETY | ||||||
| 36 LADDS MOUNTAIN RD | CARTERSVILLE | GA | 30120 | PC | FOOD, TABLETS | $594 |
| 1 HORSE AT A TIME | ||||||
| 326 POPHAM LN | CORVALLIS | MT | 59828 | PC | FEED FROM TRACTOR SUPPLY | $579 |
| PICKENS COUNTY HUMANE SOCIETY | ||||||
| 3563 CAMP RD | JASPER | GA | 30143 | PC | FOOD, LEASHES/COLLARS | $548 |
| LOWES CANTON | ||||||
| 2044 CUMMING HWY | CANTON | GA | 30114 | NC | COVID APPRECIATION LUNCHEON | $519 |
| RENESANT BANK | ||||||
| 145 REINHARDT COLLEGE PKW | CANTON | GA | 30114 | NC | COVID APPRECIATION LUNCHEON | $500 |
| SHERIFF FRANK REYNOLDS CHARITIES | ||||||
| 498 CHATTIN DR | CANTON | GA | 30115 | PC | GOLF SPONSORSHIP | $500 |
| GOSHEN VALLEY | ||||||
| 505 BROWN INDUSTRAIL PKWY | CANTON | GA | 30114 | PC | FOOD PANTRY DONATION | $500 |
| CHEROKEE COUNTY CHAMBER OF COMMERCE | ||||||
| 3605 MARIETTA HWY | CANTON | GA | 30114 | NC | DUES | $495 |
| MUST MINISTRIES | ||||||
| 111 BROWN INDUSTRIAL PKWY | CANTON | GA | 30114 | PC | THANKSGIVING MEAL DONATION | $404 |
| CANTON POLICE DEPARTMENT | ||||||
| 151 ELIZABETH ST | CANTON | GA | 30114 | GOV | DONUTS ON 2/14 | $400 |
| CHILDREN'S HEALTHCARE OF CHEROKEE | ||||||
| 1558 RIVERSTONE PKWY | CANTON | GA | 30114 | PC | GOLF SPONSORSHIP | $400 |
| BACKPACK BUDDIES | ||||||
| PO 3310 | CARTERSVILLE | GA | 30120 | PC | FOOD DONATION | $327 |
| THE PHOENIX AT UNION HILL | ||||||
| 9651 UNION HILL RD | CANTON | GA | 30115 | NC | ICE CREAM/PEACH COBBLER DAY | $278 |
| GA NATIONAL CEMETERY | ||||||
| 1080 SCOTT HUDGENS DR | CANTON | GA | 30114 | PC | FLAGS FOR MEMORIAL DAY | $266 |
| CHEROKEE HOMELESS VETERAN CHRISTMAS | ||||||
| 160 MCCLURE ST | CANTON | GA | 30114 | PC | VETERANS CHRISTMAS PRESENTS | $208 |
| CREDIT UNION OF GEORGIA | ||||||
| PO BOX 788 | ACWORTH | GA | 30102 | NC | COVID APPRECIATION LUNCH | $200 |
| CHEROKEE COUNTY SHERIFF'S DEPART | ||||||
| 498 CHATTIN DR | CANTON | GA | 30115 | GOV | DONUTS ON 02/14 | $171 |
| CANTON ROTARY | ||||||
| 1130 BLUFFS | CANTON | GA | 30114 | NC | DUES | $105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,048 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,932 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,804 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,139 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $129,875 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,875 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JASON T DICKERSON | ||||||
| 1 | PO BOX 4940 | CANTON | GA | 30114 | $2,625,000 | Yes (X) |
| JENA A SCOTT | ||||||
| 2 | 220 WATKINS ROAD | CANTON | GA | 30115 | $6,000 | Yes (X) |
| ROBERT A BANKS | ||||||
| 3 | 140 JUNALUSKA DRIVE | WOODSTOCK | GA | 30188 | $1,200 | Yes (X) |
| MORCELLI EQUIPMENT FINANCE INC | ||||||
| 4 | PO BOX 4940 | CANTON | GA | 30114 | $600,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,440 | Amt |
| Disbursements Charitable Prps | $4,440 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN TD AMERITRADE 9483 | FMV | $3,694,914 | $4,067,798 |
| UNREALIZED GAIN IN TD AMERITRADE | FMV | $372,884 | $372,884 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,173 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,173 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE SUPPLIES | $1,594 | $1,594 |
| ADVERTISING EXPENSES | $5,989 | $5,989 |
| DUES AND SUBSCRIPTIONS | $1,046 | $1,046 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LIABILITY | Desc |
| EOY Book Value | $647,462 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|---|---|
| BELWIN INVESTMENT GROUP LLC | ||||||||
| NONE | $1,500,000 | 2017-11 | 2021-11 | MONTHLY INTEREST / BALLOON | 0.0414 | NONE | BUSINESS NEEDS | INTEREST PAID |
| BELWIN INVESTMENT GROUP LLC | ||||||||
| NONE | $700,000 | 2017-12 | 2021-12 | MONTHLY INTEREST / BALLOON | 0.0411 | NONE | BUSINESS NEEDS | INTEREST PAID |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORCELLI EQUIPMENT FINANCE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4940 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30114 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,906 | Amt |
| Disbursements Charitable Prps | $1,906 | DisbursementsCharitablePrpsAmt |
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