JOYCE AND RANDY SECKMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOYCE AND RANDY SECKMAN CHARITABLE FOUNDATION (EIN 58-6429965)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-03
- IRS object ID
- 202240629349100904
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-03T11:52:19-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582061613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE OBRIEN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6520 E BAY BLVD | AddressLine1Txt |
| City | GULF BREEZE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586429965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE AND RANDY SECKMAN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOYC | BusinessNameControlTxt |
| Phone | 8509161548 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1454 WATERFORD GREEN COURT | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SECKMAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2022-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | SECKMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael O'Brien | PreparerPersonNm |
| PTIN | P00091775 | PTIN |
| Phone | 8509161548 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $586,948 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $16,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,172 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,172 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $397,568 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,436 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $17,294 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $139,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,612 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $33,470 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $732 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $732 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $345 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $345 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $29 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,016 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,192 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,192 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,208 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $87,314 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,522 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,470 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $79,113 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,938 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $426,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $475,781 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $550,010 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $505,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $512,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $586,948 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $505,725 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $512,719 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $505,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $512,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $505,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $512,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $505,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $87,314 | ExcessRevenueOverExpensesAmt |
| Subtotal | $593,039 | SubtotalAmt |
| Other Decreases | $80,320 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $512,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| cap gains distrib SCHWAB 9732 | P | 2020-11-11 | 2021-11-11 | $10,262 | $10,262 | $10,262 | |
| SCHWAB 9732 s.t | P | 2021-11-11 | 2021-11-11 | $72,522 | $7,032 | $7,032 | $65,490 |
| SCHWAB 9732 L.T. | P | 2000-11-11 | 2021-11-11 | $285,282 | $95,180 | $95,180 | $190,102 |
| SCHWAB 9732 L.T. | P | 2000-11-11 | 2021-09-09 | $29,502 | $10,962 | $10,962 | $18,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,436 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $17,294 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,925 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,925 | SubtotalAmt |
| Tax Based On Investment Income | $1,925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,525 | 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 | false | 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 | JOHN SECKMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4045602460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1454 WATERFORD GREEN COURT | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30068 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOYCE SECKMAN | ||||||
| 1454 WATERFORD GREEN COURT | MARIETTA | GA | 30068 | President | 1.00 | $0 |
| JOHN R SECKMAN | ||||||
| 1454 WATERFORD GREEN COURT | MARIETTA | GA | 30068 | CEO | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $1,925 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,925 | TotalTaxAmt |
| Distributable Before Adj | $1,925 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,925 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,208 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $51,208 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,518 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,641 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,695 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,208 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $51,208 | RemainingDistriFromCorpusAmt |
| Total Corpus | $135,611 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,518 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $131,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,641 | ExcessFromYear4Amt |
| Excess From Year3 | $6,695 | ExcessFromYear3Amt |
| Excess From Year2 | $26,543 | ExcessFromYear2Amt |
| Excess From Year1 | $37,006 | ExcessFromYear1Amt |
| Excess From Current Year | $51,208 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | J RANDOLPH SECKMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1454 WATERFORD GREEN COURT | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4045642460 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE IN KEEPING WITH THE FOUNDATION'S CHARTER. I.E. RELIGIOUS OR HUMANITARIAN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GEORGIA TECH FOUNDATION | ||||||
| 177 NORTH AVENUE | ATLANTA | GA | 30332 | NONE | Educational purposes | $250 |
| WALTON CHEER BOOSTER CLUB | ||||||
| 1590 BILL MURDOCK ROAD | MARIETTA | GA | 30062 | NONE | EDUCATIONAL PURPOSES | $300 |
| CHATTAHOOCHEE NATURE CENTER | ||||||
| 9135 WILLEO ROAD | ROSWELL | GA | 30075 | NONE | CHARITABLE PURPOSES | $1,000 |
| HYSTIOCYTOSIS ASSOC | ||||||
| 332 N BROADWAY | PITMAN | NJ | 08071 | NONE | CHARITABLE PURPOSES | $15,000 |
| LIAM'S LIGHTHOUSE | ||||||
| 5818 CHARLOIS CT | COLORADO SPRINGS | CO | 80922 | NONE | CHARITABLE PURPOSES | $1,005 |
| RJ REYNLDS HIGH SCHOOL | ||||||
| 301 N HAWTHORNE ROAD | WINSTONSALEM | NC | 27104 | NONE | Educational purposes | $10,000 |
| SERGEORG | ||||||
| 101 WEST AVE STE 305 | JENKINTOWN | PA | 19046 | NONE | Religious purposes | $15,000 |
| EMORY EYE CENTER | ||||||
| 1365 CLIFTON RD STE B | ATLANTA | GA | 30322 | NONE | SCIENTIFIC PURPOSES | $1,000 |
| WALTON FOUNDATION | ||||||
| 1590 BILL MURDOCK ROAD | MARIETTA | GA | 30062 | NONE | EDUCATIONAL PURPOSES | $2,000 |
| MUST MINISTRIES | ||||||
| 1407 COBB PKY | MARIETTA | GA | 30062 | NONE | CHARITABLE PURPOSES | $1,000 |
| ST JUDE'S CHILDREN'S HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | CHARITABLE PURPOSES | $20 |
| AFLAC CANCER AND BLOOD DISORDERS | ||||||
| 1405 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | CHARITABLE PURPOSES | $2,000 |
| CHINA RESCUE DOGS | ||||||
| 769 YOUNGS ROAD | VASS | NC | 28394 | NONE | CHARITABLE | $517 |
| KIPP MERO ATLANTA | ||||||
| 1445 MAYNARD ROAD | ATLANTA | GA | 30331 | NONE | EDUCATIONAL | $1,000 |
| CARRY THE LOAD | ||||||
| 514 S HALL STREET | DALLAS | TX | 75226 | NONE | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,192 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,172 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $123,436 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,176 | ExclusionAmt |
| Related Or Exempt Function Incm | $123,436 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,612 | 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 PREP | CategoryTxt |
| Amt | $732 | Amt |
| Net Investment Income | $732 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVISOR FEES NOT DEDUCTIBLE FOR TAX | $4,968 |
| FEDERAL ESTIMATED TAXES NOT DEDUCTIBLE FOR TAX | $316 |
| UNREC. CHANGE IN ASSET VALUES | $75,036 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $13 | $13 | |
| POSTAGE | $16 | $16 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $345 | Amt |
| Net Investment Income | $345 | NetInvestmentIncomeAmt |
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