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THE JACK & AGGIE@BANDY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE JACK & AGGIE@BANDY FOUNDATION INC (EIN 65-1230566)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-10-27
IRS object ID
202203009349100810
Schema version
2021v4.2
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)
Return2022-10-27T13:24:38-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN570381582PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELLIOTT DAVIS LLCPLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1629 MARKET STREET SUITE 100AddressLine1Txt
CityCHATTANOOGACityNm
State AbbreviationTNStateAbbreviationCd
ZIP37402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN651230566EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JACK AND AGGIE BANDY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACKBusinessNameControlTxt
Phone7062268835PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 624AddressLine1Txt
CityDALTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30722ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonB JACKSON BANDYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7062268835PhoneNum
Signature2022-10-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBPersonFirstNm
Person LastJACKSON BANDYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLUCY C GATESPreparerPersonNm
PTINP01081066PTIN
Phone4237567100PhoneNum
Preparation2022-10-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,189,291FMVAssetsEOYAmt
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$849InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$849InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$115,027DividendsRevAndExpnssAmt
Dividends Net Invst Incm$114,984DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$743,467NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,962,489GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$743,467CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$859,343TotalRevAndExpnssAmt
Total Net Invst Incm$859,300TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,720AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,680AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,040AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,376OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,376OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,054TaxesRevAndExpnssAmt
Taxes Net Invst Incm$596TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,465OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,465OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,615TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,652TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,505TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$451,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$451,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$480,615TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,652TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$460,505TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$378,728ExcessRevenueOverExpensesAmt
Net Investment Income$841,648NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,942,611CashBOYAmt
Cash EOY$2,477,289CashEOYAmt
Cash EOYFMV$2,477,289CashEOYFMVAmt
Sav And Temp Cash Invst BOY$818,856SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$837,599SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$837,599SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,511,240CorporateStockBOYAmt
Corporate Stock EOY$6,336,547CorporateStockEOYAmt
Corporate Stock EOYFMV$5,874,403CorporateStockEOYFMVAmt
Total Assets BOY$9,272,707TotalAssetsBOYAmt
Total Assets EOY$9,651,435TotalAssetsEOYAmt
Total Assets EOYFMV$9,189,291TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,272,707RetainedEarningBOYAmt
Retained Earning EOY$9,651,435RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,272,707TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,651,435TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,272,707TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,651,435TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,272,707TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$378,728ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,651,435SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,651,435TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ML #4019 LONG TERM CAPITAL GAIN2022-06-30$190,741$178,464$12,277$12,277
ML #4019 SHORT TERM CAPITAL GAIN2022-06-30$3,846$3,099$747$747
ML #2564 LONG TERM CAPITAL GAIN2022-06-30$4,718,100$3,833,347$884,753$884,753
ML #2564 SHORT TERM CAPITAL GAIN2022-06-30$991,662$1,159,687-$168,025-$168,025
TRUIST #5734 LONG TERM CAPITAL GAIN2022-06-30$58,140$44,425$13,715$13,715
FieldValueIRS element (for citing)
Capital Gain Net Income$743,467CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,699InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,699SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,699TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,880EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,880TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$9,819TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKARL JORDANIndividualWithBooksNm
Phone4239913640PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 21962AddressLine1Txt
CityCHATTANOOGACityNm
State AbbreviationTNStateAbbreviationCd
ZIP37424ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MURRAY W BANDY
PO BOX 624DALTONGA30722PRESIDENT0.25$0$0$0
KARL J JORDAN
PO BOX 21962CHATTANOOGATN37424TREASURER0.25$0$0$0
BURL J BANDY III
PO BOX 624DALTONGA30722VICE PRESIDENT0.25$0$0$0
TANA BANDY HARLAN
PO BOX 624DALTONGA30722SECRETARY0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,013,929AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,674,453AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,688,382TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,688,382AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$160,326CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,528,056NetVlNoncharitableAssetsAmt
Minimum Investment Return$526,403MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$526,403MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,699TaxBasedOnInvestmentIncomeAmt
Total Tax$11,699TotalTaxAmt
Distributable Before Adj$514,704DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$514,704DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$514,704DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$460,505ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$460,505QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$514,704DistributableAsAdjustedAmt
Undistributed Income PY$444,449UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$460,505QualifyingDistributionsAmt
Applied To Year1$444,449AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,056AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$498,648UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMURRAY W BANDYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMURRAY W BANDYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 624AddressLine1Txt
CityDALTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30722ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7062268835RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST NEED NOT EXCEED TWO PAGES.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY FOUNDATION OF NORTHWEST GEORGIA
714 S THORNTON AVENUEDALTONGA30720NONEPCTO IMPROVE THE QUALITY OF LIFE IN THE REGION OF NORTHWEST GEORGIA TODAY AND FOR FUTURE GENERATIONS$450,000
CREATIVE ARTS GUILD
520 WAUGH STDALTONGA30720NONEPCTO CULTIVATE AND SUSTAIN THE ARTS IN DALTON, GA AND ITS SURROUNDING COUNTIES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$451,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$849ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$115,027ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$743,467ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$859,343ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$859,343TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,720Amt
Net Investment Income$2,680NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,040DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH$5,116,704$4,522,791
BB&T$1,219,843$1,351,612

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSESDesc
Revenue And Expenses Per Books$1,465RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,465DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$14,376Amt
Net Investment Income$14,376NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES, FEES AND LICENSESCategoryTxt
Amt$3,054Amt
Net Investment Income$596NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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