JOHN WILLIS MASHBURN CHARITABLE TRUST: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: JOHN WILLIS MASHBURN CHARITABLE TRUST (EIN 27-3958145)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-14
IRS object ID: 202323189349104207
Schema version: 2022v5.0
Note: A later return for the same period supersedes this one.
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Investments Land Schedule2
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-14T15:00:59-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	581762926	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ACREE JINRIGHT LEONARD & CO PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	212 W GORDON ST	AddressLine1Txt
City	DALTON	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	307204211	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	273958145	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN W MASHBURN CHARITABLE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JOHN	BusinessNameControlTxt
Phone	7062785853	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2206 FAWN DRIVE	AddressLine1Txt
City	DALTON	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30720	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHARON BEAVERS	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	7062785853	PhoneNum
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	SHARON	PersonFirstNm
Person Last	BEAVERS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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	MICHAEL JINRIGHT	PreparerPersonNm
PTIN	P00978972	PTIN
Phone	7062785853	PhoneNum
Preparation	2023-11-14	PreparationDt

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	$11,946,441	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$855	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$855	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$855	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$2,165	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,165	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$2,165	DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss	$263,155	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$263,155	GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm	$263,155	GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss	$49,081	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	-$160,483	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,049,352	GrossSalesPriceAmt
Total Rev And Expnss	$105,692	TotalRevAndExpnssAmt
Total Net Invst Incm	$266,175	TotalNetInvstIncmAmt
Total Adj Net Incm	$266,175	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$85,800	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$8,590	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$8,590	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$8,590	AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss	$224,754	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$224,754	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$224,754	OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$319,144	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$233,344	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$233,344	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$256,283	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$256,283	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$575,427	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$233,344	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$233,344	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$256,283	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$469,735	ExcessRevenueOverExpensesAmt
Net Investment Income	$32,831	NetInvestmentIncomeAmt
Adjusted Net Income	$32,831	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$493,554	CashBOYAmt
Cash EOY	$83,291	CashEOYAmt
Cash EOYFMV	$83,291	CashEOYFMVAmt
Corporate Stock BOY	$235,850	CorporateStockBOYAmt
Corporate Stock EOY	$193,228	CorporateStockEOYAmt
Corporate Stock EOYFMV	$163,150	CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis	$11,696,339	InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY	$11,713,189	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$11,696,339	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$11,700,000	LandBldgInvestmentsEOYFMVAmt
Total Assets BOY	$12,442,593	TotalAssetsBOYAmt
Total Assets EOY	$11,972,858	TotalAssetsEOYAmt
Total Assets EOYFMV	$11,946,441	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$12,442,593	RetainedEarningBOYAmt
Retained Earning EOY	$11,972,858	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$12,442,593	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$11,972,858	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$12,442,593	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$11,972,858	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$12,442,593	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$469,735	ExcessRevenueOverExpensesAmt
Subtotal	$11,972,858	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$11,972,858	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$456	InvestmentIncomeExciseTaxAmt
Subtotal	$456	SubtotalAmt
Tax Based On Investment Income	$456	TaxBasedOnInvestmentIncomeAmt
Tax Due	$456	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	GA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	Yes (true)	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	N/A	WebsiteAddressTxt
Individual With Books	SHARON BEAVERS	IndividualWithBooksNm
Phone	7062785853	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2206 FAWN DRIVE	AddressLine1Txt
City	DALTON	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30720	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 (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
SHARON BEAVERS
2206 FAWN DRIVE	DALTON	GA	30720	TRUSTEE	000.00	$17,160	$0	$0
DEWEY HUGHES
1210 VANDERBILT DR	DALTON	GA	30720	TRUSTEE	000.00	$17,160	$0	$0
BONNIE JONES
351 CASTLE ROAD	DALTON	GA	30720	TRUSTEE	000.00	$17,160	$0	$0
CARLA RIPLEY
1088 GLENN COVE DR	DALTON	GA	30720	TRUSTEE	000.00	$17,160	$0	$0
MENDY MASHBURN
442 OLD GRADE RD	RESACA	GA	30735	TRUSTEE	000.00	$17,160	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Field	Value	IRS element (for citing)
Person	BEAVERS PROPERTIES LLC	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2277 SHANNONDALE PL	AddressLine1Txt
City	DALTON	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30720	ZIPCd

Field	Value	IRS element (for citing)
Service Type	PROPERTY MANAGE	ServiceTypeTxt
Compensation	$178,001	CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	WHITFIELD COUNTY SCHOOLS	Description1Txt
Expenses1	$241,830	Expenses1Amt
Description2	WHITFIELD/MURRAY COUNTY HISTORICAL SOCIETY	Description2Txt
Expenses2	$5,000	Expenses2Amt
Description3	WILLIAM & MARY COLLE GE	Description3Txt
Expenses3	$5,000	Expenses3Amt
Description4	GEORGIA NORTHWESTERN TECH COLLEGE	Description4Txt
Expenses4	$1,453	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	$248,634	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$288,423	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$11,704,772	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$12,241,829	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$12,241,829	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$183,627	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$12,058,202	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$602,910	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$256,283	ExpensesAndContributionsAmt
Qualifying Distributions	$256,283	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Qualifying Distributions	$256,283	QualifyingDistributionsAmt
Remaining Distri From Corpus	$256,283	RemainingDistriFromCorpusAmt
Total Corpus	$256,283	TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Private Operating Fndtn Ruling	2015-05-04	PrivateOperatingFndtnRulingDt
Section4942j5	Yes (X)	Section4942j5Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$256,283	CurrentYearAmt
Year1	$1,686,602	Year1Amt
Year2	$2,121,909	Year2Amt
Year3	$2,378,692	Year3Amt
Total	$6,443,486	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$256,283	CurrentYearAmt
Year1	$1,686,602	Year1Amt
Year2	$2,121,909	Year2Amt
Year3	$2,378,692	Year3Amt
Total	$6,443,486	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$401,940	CurrentYearAmt
Year1	$448,341	Year1Amt
Year2	$509,798	Year2Amt
Total	$1,360,079	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Recipient RelationshipRecipientRelationshipTxt
FIRST BAPTIST CHURCH
311 N THORNTON AVE	DALTON	GA	30720	501-(C)3	NO RESTRICTIONS	$1,000
WHITFIELD COUNTY SCHOOLS
1306 S THORNTON AVE	DALTON	GA	30720	501-(C)3	NO RESTRICTIONS	$241,830
UNIVERSITY OF GEORGIA
COLLEGE DR	ATHENS	GA	30602	501-(C)3	SCHOLARSHIPS	$1,000
GEORGIA INSTITUE OF TECHNOLOGY
NORTH AVENUE	ATLANTA	GA	30332	501-(C)3	SCHOLARSHIPS	$1,000
WHITFIELDMURRAY HISTORICAL SOCIETY
715 CHATTANOOGA AVE	DALTON	GA	30720	501C(3)	SCHOLARSHIP	$5,000	NONE
WILLIAM & MARY COLLEGE
200 STADIUM CR	WILLIAMSBURG	VA	23185	501C(3)	SCHOLARSHIP	$5,000	NONE
GEORGIA NORTHWESTERN TECH COLLEGE
265 BICENTENNIAL TRAIL	ROCK SPRINGS	GA	30739	501C(3)	SCOLARSHIPS	$1,453	NONE

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$256,283	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$855	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2,165	RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$49,081	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$160,483	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$108,382	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$108,382	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$8,590	Amt
Net Investment Income	$8,590	NetInvestmentIncomeAmt
Adjusted Net Income	$8,590	AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)

AssetAssetDesc	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
10 SHS MCDONALDS	PURCHASE	2022-06	$2,398	$1,142	$1,256
200 SHS MICROSOFT	PURCHASE	2022-06	$48,630	$19,418	$29,212
15 SHS OKTA INC.	PURCHASE	2022-06	$1,213	$3,853	-$2,640
300 SHS AMAZON	PURCHASE	2022-12	$25,634	$25,176	$458
50 SHS MCDONALDS	PURCHASE	2022-12	$13,400	$9,420	$3,980
50 SHS MICROSOFT	PURCHASE	2022-12	$12,069	$4,855	$7,214
2000 SHS FDB HOLDING	PURCHASE	2022-02	$95,362	$12,500	$82,862
1705 WELLINGTON, DALTON, GA	PURCHASE	2022-01	$484,046	$586,665	-$102,619
403 ESTHER, DALTON, GA.	PURCHASE	2022-09	$366,600	$546,806	-$180,206

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	SCHEDULE ATTACHED	StockNm
EOY Book Value	$193,228	EOYBookValueAmt
EOYFMV	$163,150	EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

Field	Value	IRS element (for citing)
Category Or Item	REAL ESTATE	CategoryOrItemTxt
Cost Or Other Basis	$11,696,339	CostOrOtherBasisAmt
Book Value	$11,696,339	BookValueAmt
EOYFMV	$11,700,000	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
REAL ESTATE
INSURANCE	$7,553	$7,553	$7,553
REPAIRS	$22,347	$22,347	$22,347
UTILITIES	$350	$350	$350
EXTERMINATING	$100	$100	$100
PROPERTY MANAGMENT	$178,001	$178,001	$178,001
CLEANING	$2,160	$2,160	$2,160
LANDSCAPING	$1,646	$1,646	$1,646
TRASH SERVICE	$1,524	$1,524	$1,524
BANK CHARGES	$393	$393	$393
EXPENSES
INVESTMENT FEES	$10,680	$10,680	$10,680

JOHN WILLIS MASHBURN CHARITABLE TRUST: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

US Address USAddress

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

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