GRIZZARD FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GRIZZARD FAMILY FOUNDATION INC (EIN 31-1732808)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2022-11-01
- IRS object ID
- 202213069349100001
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-01T21:14:25-05:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 SUMMIT BOULEVARD SUITE 120 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311732808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIZZARD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIZ | BusinessNameControlTxt |
| Phone | 4042770357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 MUSKET COURT | AddressLine1Txt |
| City | STONE MOUNTAIN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDE H GRIZZARD SR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4042770357 | PhoneNum |
| Signature | 2022-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLAUDE | PersonFirstNm |
| Person Last | GRIZZARD SR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARI DEL AGUILA | PreparerPersonNm |
| PTIN | P00443742 | PTIN |
| Phone | 4048929651 | PhoneNum |
| Preparation | 2022-10-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $9,166,131 | 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 | $10 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,064 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,064 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,879 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,596,575 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,879 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,155 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,155 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $166,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,620 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,066,432 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,066,432 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,083,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,066,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,916,822 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,915,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,850 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,850 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $585,198 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,171,134 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,194,976 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,445,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $597,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,824,990 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $2,342,172 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,595,366 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,595,366 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $128,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $445,632 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,215 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,317 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,317 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,423,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,597,688 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,166,131 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,289 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,289 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,403,232 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,597,688 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,403,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,597,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,423,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,597,688 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,403,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,916,822 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,111,278 | OtherIncreasesAmt |
| Subtotal | $7,597,688 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,597,688 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 | 2014-10-16 | 2021-11-05 | $100,475 | $39,705 | $60,770 | $60,770 |
| US TREASURY BILL 8/4/22 | 2022-02-04 | 2022-03-11 | $1,496,100 | $1,495,991 | $109 | $109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,879 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,198 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,198 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $801 | OverpaymentAmt |
| Applied To ES Tax | $801 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CLAUDE H GRIZZARD SR | IndividualWithBooksNm |
| Phone | 4042770357 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 MUSKET COURT | AddressLine1Txt |
| City | STONE MOUNTAIN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CLAUDE H GRIZZARD SR | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH W GRIZZARD | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $8,742,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,093,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,044,514 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,880,474 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,880,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,702,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $585,113 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $585,113 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,198 | TotalTaxAmt |
| Distributable Before Adj | $582,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $582,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $582,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,066,432 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,066,432 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $582,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,018,967 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,555,817 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,744,905 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,084,047 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,403,736 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,066,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $582,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,483,517 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,887,253 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,018,967 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,868,286 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,555,817 | ExcessFromYear4Amt |
| Excess From Year3 | $1,744,905 | ExcessFromYear3Amt |
| Excess From Year1 | $1,084,047 | ExcessFromYear1Amt |
| Excess From Current Year | $6,483,517 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAUDE H GRIZZARD SR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLAS MINISTRY | |||||||
| 1560 SOUTH MAIN STREET | GREENSBORO | GA | 30642 | NONE | PUBLIC CHARITY | GENERAL | $150,000 |
| BOYS & GIRLS CLUB OF NORTH GA | |||||||
| 1140 MONTICELLO ROAD SUITE 2A | MADISON | GA | 30650 | NONE | PUBLIC CHARITY | GENERAL | $60,000 |
| CHILDRENS HEALTHCARE OF ATLANTA | |||||||
| 1575 NE EXPRESSWAY NE | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| MISSION OF HOPE BOLIVIA | |||||||
| PO BOX 103 | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | GENERAL | $120,000 |
| PARENTS TELEVISION AND MEDIA COUNCIL | |||||||
| 4500 HUGH HOWELL ROAD SUITE 620E | TUCKER | GA | 30084 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| UNITED METHODIST CAMP RETREAT MINISTRY | |||||||
| 690 CAMP GLISSON RD | DAHLONEGA | GA | 30533 | NONE | PUBLIC CHARITY | GENERAL | $2,632,090 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $82,000 |
| NORTH GEORGIA CAMP & RETREAT MINISTRIES | |||||||
| 690 CAMP GLISSON RD | DAHLONEGA | GA | 30533 | NONE | PUBLIC CHARITY | GENERAL | $39,000 |
| GEORGIA UNITED METHODIST FOUNDATION | |||||||
| PO BOX 922087 | PEACHTREE CORNERS | GA | 30010 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| TURNING POINT | |||||||
| PO BOX 3838 | SAN DEIGO | CA | 92163 | NONE | PUBLIC CHARITY | GENERAL | $18,000 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $1,304,791 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $2,161,539 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $454,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,066,432 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,064 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,522 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,879 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $166,620 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,620 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,500 | Amt |
| Net Investment Income | $8,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC. CLASS A SYMBOL: GOOGL | $19,103 | $46,528 |
| ALPHABET INC. CLASS C SYMBOL: GOOG | $37,767 | $160,963 |
| BERKSHIRE HATHAWAY CLASS B SYMBOL: BRKB | $37,856 | $99,198 |
| CISCO SYSTEMS INC SYMBOL: CSCO | $32,381 | $63,836 |
| EXPEDITORS INTL WASH SYMBOL: EXPD | $27,358 | $65,875 |
| FASTENAL CO SYMBOL: FAST | $38,379 | $95,221 |
| HOME DEPOT INC SYMBOL: HD | $58,779 | $231,724 |
| JOHNSON & JOHNSON SYMBOL: JNJ | $51,808 | $100,698 |
| JPMORGAN CHASE & CO SYMBOL: JPM | $51,019 | $109,592 |
| MICROSOFT CORP SYMBOL: MSFT | $54,399 | $357,101 |
| PROGRESSIVE CO OHIO SYMBOL: PGR | $37,943 | $164,881 |
| TE CONNECTIVITY LTD F SYMBOL: TEL | $42,581 | $110,194 |
| TJX COMPANIES INC SYMBOL: TJX | $29,428 | $62,383 |
| UNION PACIFIC CORP SYMBOL: UNP | $30,438 | $79,555 |
| WALT DISNEY CO SYMBOL: DIS | $47,957 | $77,241 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,171,134 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,194,976 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE CONTRACT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $128,825 | BookValueAmt |
| EOYFMV | $445,632 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS IN TRANSIT | $6,215 | $3,516 | $3,516 |
| FEDERAL TAXES PREPAID | $0 | $801 | $801 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GEORGIA UNITED METHODIST FOUNDATION | $33,838 | $33,838 | $33,838 |
| FEDERAL TAX REFUND | $6,317 | $6,317 | $6,317 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON TRANSFER OF STOCK | Desc |
| Amt | $2,111,278 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES PAYABLE | Desc |
| BOY Book Value | $20,289 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF EXCISE TAX | CategoryTxt |
| Amt | $8,520 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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