CONNOLLY FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CONNOLLY FAMILY FOUNDATION INC (EIN 46-0809078)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-05
- IRS object ID
- 202230959349101008
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-05T13:59:54-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460809078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Connolly Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John L Connolly | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John L | PersonFirstNm |
| Person Last | Connolly | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,936,543 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,944 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,944 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,426 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $58,264 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $494,602 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $502,469 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $554,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $562,677 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,666 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,081 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,400 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $317,962 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $305,420 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $408,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $353,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,081 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $602,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $602,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,010,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $353,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $623,281 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$455,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,672 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $390,161 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $352,224 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $352,224 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $16,361,551 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,943,732 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,584,319 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,751,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,295,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,936,543 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,751,712 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,295,956 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,751,712 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,295,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,751,712 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,295,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,751,712 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$455,756 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,295,956 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,295,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Passthrough K1 Capital Gain/(Loss) | PropertyDesc |
| Gain Or Loss | $58,264 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,264 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,914 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,914 | SubtotalAmt |
| Tax Based On Investment Income | $2,914 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $23,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $20,786 | OverpaymentAmt |
| Applied To ES Tax | $3,000 | AppliedToESTaxAmt |
| Refund | $17,786 | RefundAmt |
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 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| John L Connolly | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Leigh Z Connolly | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 0 | $0 | $0 | $0 |
| John L Connolly Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| Catherine Greer Connolly | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $332,696 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,580,566 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,913,262 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,913,262 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $358,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,554,563 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,177,728 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,177,728 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,914 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,914 | TotalTaxAmt |
| Distributable Before Adj | $1,174,814 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,174,814 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,174,814 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $623,281 | 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 | $623,281 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $623,281 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,174,814 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $504,957 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,860,519 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $678,421 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $807,220 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $100,215 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,951,332 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $623,281 | QualifyingDistributionsAmt |
| Applied To Current Year | $623,281 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $551,533 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $551,533 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,399,799 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,399,799 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,813,943 | ExcessFromYear4Amt |
| Excess From Year3 | $678,421 | ExcessFromYear3Amt |
| Excess From Year2 | $807,220 | ExcessFromYear2Amt |
| Excess From Year1 | $100,215 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John L Connolly | ContributingManagerNm |
| Contributing Manager | Leigh Z Connolly | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 24 7 GATEWAY LLC | |||||||
| 275 PRYOR ST SW | ATLANTA | GA | 30303 | N/A | SO I | General & Unrestricted | $10,000 |
| AGAPE COMMUNITY CENTER INC | |||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $10,000 |
| ANGEL FLIGHT SOARS INC | |||||||
| 2000 AIRPORT RD STE 227 | ATLANTA | GA | 30341 | N/A | PC | Fly A Southern Child Program | $10,000 |
| APF SUPPORT INC | |||||||
| 191 PEACHTREE ST NE STE 191 | ATLANTA | GA | 30303 | N/A | SO I | Peachtree Heights East Camera Project | $4,000 |
| ATLANTA COMMUNITY FOOD BANK INC | |||||||
| 3400 N DESERT DR | ATLANTA | GA | 30344 | N/A | PC | General & Unrestricted | $25,000 |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | Cultural Experience Project | $10,000 |
| ATLANTA UNION MISSION CORPORATION HCSR | |||||||
| 2353 BOLTON RD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $20,000 |
| ATLANTA UNION MISSION CORPORATION HCSR | |||||||
| 2353 BOLTON RD NW | ATLANTA | GA | 30318 | N/A | PC | Hope in One Atlanta Mission Golf Tournament Fund | $1,000 |
| ATLANTA URBAN SQUASH INC | |||||||
| 5385 PEACHTREE DUNWOODY 618 | ATLANTA | GA | 30342 | N/A | PC | General & Unrestricted | $15,000 |
| ATLANTA YOUTH ACADEMIES INC | |||||||
| PO BOX 18237 | ATLANTA | GA | 30316 | N/A | PC | Scholarship Fund | $15,000 |
| ATLANTA-FULTON COUNTY ZOO INC | |||||||
| 800 CHEROKEE AVE SE | ATLANTA | GA | 30315 | N/A | PC | General & Unrestricted | $10,000 |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 317 S COLLEGE ST | AUBURN | AL | 36849 | N/A | PC | to purchase N95 Masks | $5,000 |
| BACKSIDE LEARNING CENTER INC | |||||||
| 704 CENTRAL AVE | LOUISVILLE | KY | 40208 | N/A | PC | BACKSIDE LEARNING CENTER Fund | $500 |
| BOBBY DODD INSTITUTE INC | |||||||
| 2120 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | STRATEGIC INIATIVES | $10,000 |
| BOYS & GIRLS CLUBS OF METRO ATLANTA INC | |||||||
| 1275 PEACHTREE ST NE STE 500 | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $10,000 |
| CAMP TWIN LAKES INC | |||||||
| 1100 SPRING ST NW STE 406 | ATLANTA | GA | 30309 | N/A | PC | Camper Scholarship fund | $25,000 |
| CHEROKEE EMPLOYEE SCHOLARSHIP FOUNDATION INC | |||||||
| 155 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $1,000 |
| CHEROKEE EMPLOYEE SCHOLARSHIP FOUNDATION INC | |||||||
| 155 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | Employee Scholarship fund | $1,000 |
| CITY OF REFUGE INC | |||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | N/A | PC | Eden Village Fund | $50,000 |
| COVENANT HOUSE GEORGIA INC | |||||||
| PO BOX 94465 | ATLANTA | GA | 30377 | N/A | PC | General & Unrestricted | $25,000 |
| CRISTO REY ATLANTA JESUIT HIGH SCHOOL INC | |||||||
| 222 PIEDMONT AVE NE | ATLANTA | GA | 30308 | N/A | PC | Student Scholarship Fund | $25,000 |
| DAVIS DIRECTION FOUNDATION INC | |||||||
| 32 N FAIRGOUND ST | MARIETTA | GA | 30060 | N/A | PC | Beyond the Zone Halstead/Metroflor Addiction Crisis Program | $1,000 |
| EAST LAKE FOUNDATION INC | |||||||
| 2606 ALSTON DR SE | ATLANTA | GA | 30317 | N/A | PC | College and Career Readiness Program | $10,000 |
| FOUNDATION OF WESLEY WOODS INC | |||||||
| 1817 CLIFTON RD NE | ATLANTA | GA | 30329 | N/A | PC | Hereo's, Saints & Legends Fund | $5,000 |
| GEORGE WEST MENTAL HEALTH FOUNDATION INC | |||||||
| 1961 N DRUID HILLS RD NE | BROOKHAVEN | GA | 30329 | N/A | PC | Mark C. West Financial Aid Program | $15,000 |
| GEORGIA JUSTICE PROJECT INC | |||||||
| 438 EDGEWOOD AVE SE | ATLANTA | GA | 30312 | N/A | PC | General & Unrestricted | $50,000 |
| KINDEZI SCHOOL INC | |||||||
| 386 PINE ST NE | ATLANTA | GA | 30308 | N/A | PC | Gideon's Housing Task Force | $10,000 |
| LADIES OF THE LAKE FOUNDATION INC | |||||||
| PO BOX 14942 | ATLANTA | GA | 30324 | N/A | PC | Duck Pond Beautification Project | $700 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 400 KNOLLWOOD LN | HOLLY LK RNCH | TX | 75765 | N/A | PC | Toys for Tots Fund | $1,000 |
| NO LONGER BOUND INC | |||||||
| 2725 PINE GROVE RD | CUMMING | GA | 30041 | N/A | PC | General & Unrestricted | $25,000 |
| RACE TRACK CHAPLAINCY OF AMERICA | |||||||
| 2150 HEMPSTEAD TPKE | ELMONT | NY | 11003 | N/A | PC | Sponsor a family for Christmas program | $1,000 |
| RICHARD J CARON FOUNDATION | |||||||
| PO BOX 150 | WERNERSVILLE | PA | 19565 | N/A | PC | Sliders and Sweets Golf Tournament fund | $1,000 |
| SHEPHERD HIGHER EDUCATION CONSORTIUM ON POVERTY IN | |||||||
| 204 W WASHINGTON ST | LEXINGTON | VA | 24450 | N/A | PC | General & Unrestricted | $100,000 |
| SOCCER IN THE STREETS INC | |||||||
| 130 BLVD NE SUITE 1 | ATLANTA | GA | 30312 | N/A | PC | General & Unrestricted | $15,000 |
| SPECIAL OPERATION CARE FUND INC | |||||||
| 4279 ROSWELL RD STE 208 313 | ATLANTA | GA | 30342 | N/A | PC | Gold Star Kids Camp Project | $10,000 |
| THE ATLANTA OPERA INC | |||||||
| 1575 NORTHSIDE DR NW BLDG 300 STE 3 | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $25,000 |
| TULANE UNIVERSITY - AB FREEMAN SCHOOL OF BUSINES | |||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70161 | N/A | PC | A.B. Freeman School of Business Annual Fund | $25,000 |
| YEAR UP INC | |||||||
| 45 MILK ST 9TH FL | BOSTON | MA | 02109 | N/A | PC | Closing the Opportunity Divide project | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $602,200 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $162 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$8,252 | 14 | $502,469 |
| Federal Tax Refund | 01 | $385 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$8,090 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $563,062 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $554,972 | 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 | Tax Return Preparation/Review | CategoryTxt |
| Amt | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| 1 | PART I LINE 6A (990-PF) | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $58,264 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $162 TOTAL PART I, LINE 6A: $58,426 DETAILS OF ASSETS INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $58,264 |
| 2 | Forms 926 | The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NEW PROVIDENCE BALANCED PORTFO | CategoryOrItemTxt |
| Book Value | $15,943,732 | BookValueAmt |
| EOYFMV | $28,584,319 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $12,500 | $12,500 | |
| K-1 Exp NEW PROVIDENCE BALANCE | $305,462 | $305,420 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss NEW PROVIDENCE BALANCED PORTFOLIO, L. | $494,217 | $502,469 |
| Federal Tax Refund | $385 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $8,081 | $8,081 | |
| Investment Management Services | $47,585 | $47,585 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $16,100 |
| 990-PF Estimated Tax for 2021 | $18,300 |