MARCH FOUNDATION 11131998: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARCH FOUNDATION 11131998 (EIN 23-7989378)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-03
- IRS object ID
- 202501549349100620
- Schema version
- 2024v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-03T19:20:04-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364587691 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TPI & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28170 N ALMA SCHOOL PKWY STE 208 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237989378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELZE EPPS | InCareOfNm |
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 4043459434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1276 PARK VISTA DR NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELZE EPPS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4043459434 | PhoneNum |
| Signature | 2025-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E DAIS | PreparerPersonNm |
| PTIN | P00200296 | PTIN |
| Phone | 9724905275 | PhoneNum |
| Preparation | 2025-06-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,186,791 | 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 | $225,670 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,990 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,990 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $624 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,365 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $624 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $160 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $258,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,614 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,990 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $56,177 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $56,177 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $12,865 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $12,865 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $484 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $484 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $11,737 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $11,737 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $6,706 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $6,706 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $87,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $87,969 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $228,157 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $228,157 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $316,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $87,969 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $228,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,682 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,614 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $211,560 | CashBOYAmt |
| Cash EOY | $107,621 | CashEOYAmt |
| Cash EOYFMV | $107,621 | CashEOYFMVAmt |
| Corporate Stock BOY | $943,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $971,628 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,079,170 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,155,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,079,249 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,186,791 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,155,020 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,079,249 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,155,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,079,249 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,155,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,079,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,155,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,682 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,097,338 | SubtotalAmt |
| Other Decreases | $18,089 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,079,249 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-20 | AcquiredDt |
| Sold | 2024-12-30 | SoldDt |
| Gross Sales Price | $116,365 | GrossSalesPriceAmt |
| Cost Or Other Basis | $115,741 | CostOrOtherBasisAmt |
| Gain Or Loss | $624 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $624 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $624 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $453 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $453 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | WWW.MARCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ELZE EPPS TREASURER | IndividualWithBooksNm |
| Phone | 4043459434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1276 PARK VISTA DR NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| ELZE EPPS TREASURER | ||||||||
| 1276 PARK VISTA DR NW | ATLANTA | GA | 30319 | TREASURER | 3.00 | $0 | $0 | $0 |
| MEL SMITH | ||||||||
| 1276 PARK VISTA DR NW | ATLANTA | GA | 30319 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| BRUCE TROTTER | ||||||||
| 1276 PARK VISTA DR NW | ATLANTA | GA | 30319 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| DON WOFFORD | ||||||||
| 1276 PARK VISTA DR NW | ATLANTA | GA | 30319 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KENNETH JARVIS | ||||||||
| 1276 PARK VISTA DR NW | ATLANTA | GA | 30319 | CHAIRMAN EMERITUS | 0.00 | $0 | $0 | $0 |
| JAMES CASTILLO | ||||||||
| 1276 PARK VISTA DR NW | ATLANTA | GA | 30319 | FOUNDING MEMBER | 0.00 | $0 | $0 | $0 |
| JAMES WINESTOCK | ||||||||
| 1276 PARK VISTA DR NW | ATLANTA | GA | 30319 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| WILLIAM LEWIS | ||||||||
| 1276 PARK VISTA DR NW | ATLANTA | GA | 30319 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| MORMAN CARMICHAEL | ||||||||
| 1276 PARK VISTA DR NW | ATLANTA | GA | 30319 | PAST CHAIRMAN | 0.00 | $0 | $0 | $0 |
| ERIC LEUFROY | ||||||||
| 1276 PARK VISTA DR NW | ATLANTA | GA | 30319 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| DOUGLAS SMALLS | ||||||||
| 1276 PARK VISTA DR NW | ATLANTA | GA | 30319 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| 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 |
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 | $1,040,171 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,694 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,201,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,201,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,183,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $453 | TotalTaxAmt |
| Distributable Before Adj | $58,739 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $58,739 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $58,739 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $228,157 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $228,157 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,739 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $67,602 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,917 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $112,325 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $117,354 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,252 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $577,450 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $228,157 | QualifyingDistributionsAmt |
| Applied To Current Year | $58,739 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $169,418 | RemainingDistriFromCorpusAmt |
| Total Corpus | $746,868 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $67,602 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $679,266 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,917 | ExcessFromYear4Amt |
| Excess From Year3 | $112,325 | ExcessFromYear3Amt |
| Excess From Year2 | $117,354 | ExcessFromYear2Amt |
| Excess From Year1 | $181,252 | ExcessFromYear1Amt |
| Excess From Current Year | $169,418 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BILL DICKEY SCHOLARSHIP ASSOC INC | |||||||
| P O BOX 67297 | PHOENIX | AZ | 85082 | NONE | PC | GENERAL | $6,250 |
| NC AT STATE UNIVERSITY | |||||||
| 1601 E MARKET ST | GREENSBORO | NC | 27411 | NONE | PC | GENERAL | $5,000 |
| THE FIRST TEE OF ATLANTA | |||||||
| 1053 CASCADE CIRCLE SW | ATLANTA | GA | 30311 | NONE | PC | GENERAL | $10,500 |
| ROSS PEROT STEM PROGRAM | |||||||
| 4241 SUMMERHILL RD | TEXARKANA | TX | 75503 | NONE | PC | GENERAL | $7,500 |
| NORTH CAROLINA CENTRAL UNIVERSITY | |||||||
| 1801 FAYETTEVILLE ST | DURHAM | NC | 27707 | NONE | PC | GENERAL | $5,000 |
| HOWARD UNIVERSITY | |||||||
| 2400 6TH ST NW | WASHINGTON | DC | 20059 | NONE | PC | GENERAL | $10,000 |
| H KAY JARVIS ALZ RESEARCH ENDOWMENT | |||||||
| EMORY UNIV 1762 CLIFTON RD NE | ATLANTA | GA | 30322 | NONE | PC | GENERAL | $15,500 |
| PINEY WOODS SCHOLARSHIP | |||||||
| P O BOX 100 | PINEY WOODS | MS | 39148 | NONE | PC | GENERAL | $11,000 |
| JOHNSON WALES UNIVERSITY | |||||||
| 8 ABBOTT PARK PL | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL | $5,000 |
| HAMPTON UNIVERSITY | |||||||
| 100 E QUEEN ST | HAMPTON | VA | 23668 | NONE | PC | GENERAL | $10,000 |
| TENNESSEE STATE UNIVERSITY | |||||||
| 3500 JOHN A MERRITT BLVD | NASHVILLE | TN | 37209 | NONE | PC | GENERAL | $13,333 |
| ALABAMA STATE UNIVERSITY | |||||||
| 915 S JACKSON ST | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL | $1,250 |
| ELIZABETH CITY STATE UNIVERSITY | |||||||
| 1704 WEEKSVILLE RD | ELIZABETH CITY | NC | 27909 | NONE | PC | GENERAL | $55,524 |
| SPELMAN COLLEGE | |||||||
| 350 SPELMAN LANE SW | ATLANTA | GA | 30314 | NONE | PC | GENERAL | $5,000 |
| CREATE YOUR DREAM | |||||||
| 887 W MARIETTA ST | ATLANTA | GA | 30318 | NONE | PC | GENERAL | $20,000 |
| ST AUGUSTINE HS ALUMNI-ATL CHAPTER | |||||||
| 5050 HIGHLAND LAKE DR | ATLANTA | GA | 30349 | NONE | PC | GENERAL | $500 |
| 100 AOE CHARTER SCHOOL | |||||||
| 2341 COMSTOCK DR | NORTH LAS VEGAS | NV | 89032 | NONE | PC | GENERAL | $400 |
| CLARK ATLANTA UNIVERSITY | |||||||
| 223 JAMES BRAWLEY DR SW | Atlanta | GA | 30314 | NONE | PC | GENERAL | $5,000 |
| HOPE FOR PRISONERS | |||||||
| 333 N RANCHO DR | North Las Vegas | NV | 89032 | NONE | PC | GENERAL | $1,000 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 225 NORTH AVE NW UNIT 111 | Atlanta | GA | 30332 | NONE | PC | GENERAL | $5,000 |
| MOREHOUSE COLLEGE | |||||||
| CLOSTER HALL 830 W VIEW DR | Atlanta | GA | 30314 | NONE | PC | GENERAL | $5,300 |
| ARKANSAS THUNDERBIRDS | |||||||
| PO BOX 7463 | Pine Bluff | AR | 71611 | NONE | PC | GENERAL | $1,000 |
| SHAW UNIVERSITY | |||||||
| 118 E SOUTH ST | Raleigh | NC | 27601 | NONE | PC | GENERAL | $5,000 |
| FRONTLINE INNOVATION | |||||||
| 927 GOLDWYN AVE | Orlando | FL | 32805 | NONE | PC | GENERAL | $3,000 |
| OHIO STATE UNIVERSITY | |||||||
| PO BOX 183248 | Columbus | OH | 432183248 | NONE | PC | GENERAL | $5,000 |
| LEGACY LADIES | |||||||
| 26500 W AGAYRA DR 102-718 | Calabasas | CA | 91302 | NONE | PC | GENERAL | $500 |
| UNIV OF CALIFORNIA-RIVERSIDE | |||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | NONE | PC | GENERAL | $5,000 |
| NORTH METRO 100 BLACK MEN | |||||||
| 110 HOLCOMBE HILL CT | Alpharetta | GA | 30004 | NONE | PC | GENERAL | $600 |
| LOUISANA STATE UNIVERSITY | |||||||
| 125 THOMAS BOYD HALL | Baton Rouge | LA | 70803 | NONE | PC | GENERAL | $5,000 |
| UNIVERSITY OF NORTH TEXAS | |||||||
| 1155 UNION CIRCLE | Denton | TX | 762035017 | NONE | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $228,157 | 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 | $31,990 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY-BOOK SALES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $160 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,150 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,150 | 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 (17 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MIKE ADAMS | ||||||
| 1 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
| DON WOFFORD | ||||||
| 2 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
| MIKE ADAMS | ||||||
| 3 | P O BOX 261936 | PLANO | TX | 75026 | $8,000 | Yes (X) |
| DENNIS OBREGON | ||||||
| 4 | P O BOX 261936 | PLANO | TX | 75026 | $10,000 | Yes (X) |
| DON WOFFORD | ||||||
| 5 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
| ZACHARY SCOTT | ||||||
| 6 | P O BOX 261936 | PLANO | TX | 75026 | $5,500 | Yes (X) |
| DOUGLAS SMALLS | ||||||
| 7 | P O BOX 261936 | PLANO | TX | 75026 | $6,000 | Yes (X) |
| JIM CASTILLO | ||||||
| 8 | P O BOX 261936 | PLANO | TX | 75026 | $6,000 | Yes (X) |
| ERIC LEUFROY | ||||||
| 9 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
| MEL SMITH | ||||||
| 10 | P O BOX 261936 | PLANO | TX | 75026 | $9,000 | Yes (X) |
| NORM CARMICHAEL | ||||||
| 11 | P O BOX 261936 | PLANO | TX | 75026 | $6,000 | Yes (X) |
| KEN PARKS | ||||||
| 12 | P O BOX 261936 | PLANO | TX | 75026 | $12,950 | Yes (X) |
| TURP TURRENTINE | ||||||
| 13 | P O BOX 261936 | PLANO | TX | 75026 | $7,500 | Yes (X) |
| GEORGE BROOKS | ||||||
| 14 | P O BOX 261936 | PLANO | TX | 75026 | $5,000 | Yes (X) |
| JAMES HARRIS | ||||||
| 15 | P O BOX 261936 | PLANO | TX | 75026 | $7,000 | Yes (X) |
| CARLTON ROSE | ||||||
| 16 | P O BOX 261936 | PLANO | TX | 75026 | $8,500 | Yes (X) |
| UNITED PARCEL SERVICE FDN | ||||||
| 17 | 55 GLENRIDGE DR | ATLANTA | GA | 30328 | $75,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROF ACCTG SERVICES | $650 | $0 | $650 | $0 |
| TAX RETURN PREPARATION | $500 | $0 | $500 | $0 |
| ACCOUNTING SERVICES | $6,850 | $0 | $6,850 | $0 |
| WEBSITE DEV & MTCE | $48,177 | $0 | $48,177 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS ETC | StockNm |
| EOY Book Value | $971,628 | EOYBookValueAmt |
| EOYFMV | $1,079,170 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENTS | Desc |
| Amt | $18,089 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RENT & BANK SERVICE CHARGES | $362 | $0 | $362 | $0 |
| BOARD INSURANCE EXPENSE | $1,543 | $0 | $1,543 | $0 |
| MISC OFFICE EXPENSES | $4,324 | $0 | $4,324 | $0 |
| STATIONERY PRTG OFF SUPPLIES | $477 | $0 | $477 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INC - BOOK SALES | Desc |
| Revenue And Expenses Per Books | $160 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADV FEES | $11,665 | $0 | $11,665 | $0 |
| ADVERTISING & PROMOTIONS | $1,200 | $0 | $1,200 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $484 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $484 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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