THE ANISE WALLACE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE ANISE WALLACE FOUNDATION (EIN 58-6468784)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-02
IRS object ID
202511839349100421
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-07-02T16:14:40-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581971018PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHALEY HAMMONDS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11100 KEYS FERRY CTAddressLine1Txt
CityMCDONOUGHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30253ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586468784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANISE WALLACE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANISBusinessNameControlTxt
Phone6786374285PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13444 TUXEDO ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRAD FERGUSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4048420013PhoneNum
Signature2025-06-16SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY W HAMMONDSPreparerPersonNm
PTINP00001622PTIN
Phone7709141040PhoneNum
Preparation2025-06-16PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$899,239FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$62InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$62InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$62InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$55,552DividendsRevAndExpnssAmt
Dividends Net Invst Incm$55,552DividendsNetInvstIncmAmt
Dividends Adj Net Incm$55,552DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$31,554NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$65,000GrossSalesPriceAmt
Total Rev And Expnss$87,168TotalRevAndExpnssAmt
Total Net Invst Incm$55,614TotalNetInvstIncmAmt
Total Adj Net Incm$55,614TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$13,463CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,625AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,221TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$16,459TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,459TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$25,709ExcessRevenueOverExpensesAmt
Net Investment Income$55,614NetInvestmentIncomeAmt
Adjusted Net Income$55,614AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,232SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,834SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,834SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$648,794CorporateStockBOYAmt
Corporate Stock EOY$670,901CorporateStockEOYAmt
Corporate Stock EOYFMV$892,405CorporateStockEOYFMVAmt
Total Assets BOY$652,026TotalAssetsBOYAmt
Total Assets EOY$677,735TotalAssetsEOYAmt
Total Assets EOYFMV$899,239TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$652,026RetainedEarningBOYAmt
Retained Earning EOY$677,735RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$652,026TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$677,735TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$652,026TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$677,735TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$652,026TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$25,709ExcessRevenueOverExpensesAmt
Subtotal$677,735SubtotalAmt
Tot Net Ast Or Fund Balances EOY$677,735TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$773InvestmentIncomeExciseTaxAmt
Subtotal$773SubtotalAmt
Tax Based On Investment Income$773TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$700EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$700TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$26EsPenaltyAmt
Tax Due$99TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRAD FERGUSONIndividualWithBooksNm
Phone4047486287PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13444 TUXEDO ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBRAD FERGUSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13444 TUXEDO ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$13,463CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$875,321AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,314AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$903,635TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$903,635AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,555CashDeemedCharitableAmt
Net Vl Noncharitable Assets$890,080NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,504MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,504MinimumInvestmentReturnAmt
Tax Based On Investment Income$773TaxBasedOnInvestmentIncomeAmt
Total Tax$773TotalTaxAmt
Distributable Before Adj$43,731DistributableBeforeAdjAmt
Distributable Before Ded$43,731DistributableBeforeDedAmt
Distributable As Adjusted$43,731DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,000ExpensesAndContributionsAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,731DistributableAsAdjustedAmt
Undistributed Income PY$22,341UndistributedIncomePYAmt
Excess Distribution Cyov Yr1$39,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$39,000TotalExcessDistributionCyovAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt
Applied To Year1$22,341AppliedToYear1Amt
Treated As Distri From Corpus$22,659TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$39,000ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$39,000ExcessDistributionCyovAppCYAmt
Total Corpus$22,659TotalCorpusAmt
Undistributed Income CY$4,731UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$22,659ExcessDistriCyovToNextYrAmt
Excess From Current Year$22,659ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRAD FERGUSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13444 TUXEDO DRIVEAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4047486287RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMS OR MATERIALS ARE REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIRST PRESBYTERIAN CHURCH OF ATLANT
1325 PEACHTREE ST NEATLANTAGA30309GENERAL SUPPORT$30,000
OAKLAND CEMETERY
248 OAKLAND AVE SEATLANTAGA30312GENERAL SUPPORT$6,000
GEORGIA AQUARIUM
225 BAKER STREET NWATLANTAGA30313GENERAL SUPPORT$1,500
ARTS ATLANTA
PO BOX 8983ATLANTAGA31106GENERAL SUPPORT$2,500
ATLANTA BOTANICAL GARDEN
1345 PIEDMONT AVE NEATLANTAGA30309GENERAL SUPPORT$3,000
CHATTAHOOCHEE NATIONAL PARK CONSERV
PO BOX 769332ROSWELLGA30076GENERAL SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$55,552ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,554RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$55,614ExclusionAmt
Related Or Exempt Function Incm$31,554RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$87,168TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,625Amt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
Election50300ElectionDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (18 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMERICAN CAPITAL WORLD2007-09PURCHASE2024-12$191$130$61
AMERICAN CAPITAL WORLD2007-12PURCHASE2024-12$1,464$908$556
AMERICAN CAPITAL WORLD2007-12PURCHASE2024-12$65$40$25
AMERICAN CAP INC BLDR2007-02PURCHASE2024-12$3,700$3,162$538
AMERICAN SMALL CAP WORLD2007-02PURCHASE2024-12$2,530$1,447$1,083
AMERICAN FUNDAMENTAL2017-08PURCHASE2024-12$1,950$1,309$641
AMERICAN GROWTH FUND2007-12PURCHASE2024-05$14,966$6,950$8,016
AMERICAN GROWTH FUND2007-12PURCHASE2024-05$72$33$39
AMERICAN GROWTH FUND2008-12PURCHASE2024-05$5,611$1,546$4,065
AMERICAN GROWTH FUND2008-12PURCHASE2024-05$72$20$52
AMERICAN GROWTH FUND2009-12PURCHASE2024-05$3,741$1,412$2,329
AMERICAN GROWTH FUND2010-12PURCHASE2024-05$3,813$1,608$2,205
AMERICAN GROWTH FUND2012-12PURCHASE2024-05$72$34$38
AMERICAN GROWTH FUND2012-12PURCHASE2024-05$3,237$1,553$1,684
AMERICAN GROWTH FUND2013-12PURCHASE2024-05$72$36$36
AMERICAN GROWTH FUND2013-12PURCHASE2024-05$1,151$671$480
AMERICAN GROWTH FUND2013-12PURCHASE2024-05$17,193$10,028$7,165
AMERICAN GROWTH FUND2013-12PURCHASE2024-12$5,100$2,559$2,541

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CAPITAL WORLD GROWTH & INC.$73,014$103,012
AMERICAN CAPITAL INCOME BUILDER$191,816$223,198
AMERICAN CAPITAL SMALL WORLD$104,478$146,311
AMERICAN GROWTH FUND OF AMERICA$210,554$303,143
AMERICAN FUNDAMENTAL INVESTORS$91,039$116,741

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$1,221Amt

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