THE JASON T DICKERSON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE JASON T DICKERSON FAMILY FOUNDATION (EIN 81-0890771)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-23
- IRS object ID
- 202223279349100707
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-23T11:23:45-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581474049 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOMEL DAVIS & WATSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PEACHTREE CENTER AVE NE STE 240 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | 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 | 810890771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JASON T DICKERSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JASO | BusinessNameControlTxt |
| Phone | 4048625514 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 RIVERSIDE DRIVE SW | AddressLine1Txt |
| City | CARTERSVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON T DICKERSON | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Signature | 2022-11-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JASON | PersonFirstNm |
| Person Last | DICKERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L WATSON | PreparerPersonNm |
| PTIN | P00979751 | PTIN |
| Phone | 4042235900 | PhoneNum |
| Preparation | 2022-11-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $10,392,602 | 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 | $2,508,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $323 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $323 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $323 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $371,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $371,272 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $371,272 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $547,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,902 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$6,993 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$6,993 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$6,993 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,993,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $485,504 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $364,602 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $135,525 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $135,525 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,050 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,050 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,498 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,498 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,185 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,185 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,339 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,339 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $511 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $511 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,162 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $17,162 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,185 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,163 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,163 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $315,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,185 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,248 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,678,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $484,319 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $364,602 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,927,028 | CashBOYAmt |
| Cash EOY | $2,727,596 | CashEOYAmt |
| Cash EOYFMV | $2,727,596 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,000 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $4,067,798 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,303,139 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,665,006 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,999,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,030,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,392,602 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $647,462 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $647,462 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,352,364 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,030,735 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,352,364 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,030,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,999,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,030,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,352,364 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,678,371 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,030,735 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,030,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON CORP | P | 2020-03-12 | 2021-12-01 | $224,515 | $124,927 | $99,588 | $99,588 |
| EXXON MOBIL CORPORATION | P | 2020-03-12 | 2021-11-17 | $322,604 | $301,290 | $21,314 | $21,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,902 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,732 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,732 | SubtotalAmt |
| Tax Based On Investment Income | $6,732 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $31 | EsPenaltyAmt |
| Tax Due | $6,763 | 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 | 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 | Yes (true) | 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 | HTTPS://WWW.JASONTDICKERSONFAMILYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | JASON T DICKERSON | IndividualWithBooksNm |
| Phone | 4048625514 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 RIVERSIDE DRIVE SW | AddressLine1Txt |
| City | CARTERSVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30120 | 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 |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JASON T DICKERSON | ||||||||
| 123 RIVERSIDE DRIVE SW | CARTERSVILLE | GA | 30120 | CHAIRMAN | 8.00 | $0 | $0 | $0 |
| CAREY DICKERSON | ||||||||
| 123 RIVERSIDE DRIVE SW | CARTERSVILLE | GA | 30120 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| JUDY DICKERSON | ||||||||
| 123 RIVERSIDE DRIVE SW | CARTERSVILLE | GA | 30120 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOSHUA DICKERSON | ||||||||
| 123 RIVERSIDE DRIVE SW | CARTERSVILLE | GA | 30120 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ASHTON BANKS 2021 | ||||||
| 123 RIVERSIDE DRIVE SW | CARTERSVILLE | GA | 30120 | PROGRAM DIRE | 40.00 | $67,770 |
| ASHTON BANKS 2020 | ||||||
| 123 RIVERSIDE DRIVE SW | CARTERSVILLE | GA | 30120 | PROGRAM DIRE | 40.00 | $67,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL SCHOLARSHIPS: 36 SCHOLARSHIPS OF 1,000 PER SCHOLARSHIP. | Description1Txt |
| Expenses1 | $36,000 | Expenses1Amt |
| Description2 | CHEROKEE COUNTY EDUCATIONAL FOUNDATION: SCHOLARSHIPS, FOOD DONATION. | Description2Txt |
| Expenses2 | $18,570 | Expenses2Amt |
| Description3 | IRON GAIT HORSE RESCUE: FEED DONATED. | Description3Txt |
| Expenses3 | $17,114 | Expenses3Amt |
| Description4 | CHEROKEE COUNTY HOMELESS VETS: BARBEQUE FUNDRAISER. | Description4Txt |
| Expenses4 | $4,545 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,665,006 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,355,642 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,020,648 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,020,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,885,338 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $444,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $314,248 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $314,248 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $364,602 | CurrentYearAmt |
| Year1 | $129,875 | Year1Amt |
| Year2 | $90,870 | Year2Amt |
| Year3 | $96,045 | Year3Amt |
| Total | $681,392 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $309,912 | CurrentYearAmt |
| Year1 | $110,394 | Year1Amt |
| Year2 | $77,240 | Year2Amt |
| Year3 | $81,638 | Year3Amt |
| Total | $579,184 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $314,248 | CurrentYearAmt |
| Year1 | $126,836 | Year1Amt |
| Year2 | $76,291 | Year2Amt |
| Year3 | $130,491 | Year3Amt |
| Total | $647,866 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,159 | CurrentYearAmt |
| Year1 | $13,519 | Year1Amt |
| Year2 | $64,425 | Year2Amt |
| Year3 | $101,483 | Year3Amt |
| Total | $186,586 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $307,089 | CurrentYearAmt |
| Year1 | $113,317 | Year1Amt |
| Year2 | $11,866 | Year2Amt |
| Year3 | $29,008 | Year3Amt |
| Total | $461,280 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $296,178 | CurrentYearAmt |
| Year1 | $152,923 | Year1Amt |
| Year2 | $79,721 | Year2Amt |
| Year3 | $77,852 | Year3Amt |
| Total | $606,674 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JASON T DICKERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EDUCATIONAL SCHOLARSHIPS | ||||||
| 1205 BLUFFS PKWY | CANTON | GA | 30114 | I | 1,000 SCHOLARSHIPS | $36,000 |
| CHEROKEE COUNTY EDUCATIONAL FOUNDAT | ||||||
| PO BOX 4754 | CANTON | GA | 30114 | PC | SCHOLARSHIPS AND FOOD DONATION | $18,570 |
| IRON GAIT HORSE RESCUE | ||||||
| 114 HANCOCK MOUNTAIN TRL | WALESKA | GA | 30183 | PC | FEED | $17,114 |
| CHEROKEE COUNTY HOMELESS VETS | ||||||
| 160 MCCLURE ST | CANTON | GA | 30114 | NC | BBQ FUNDRAISER | $4,545 |
| WARANGEL FARM | ||||||
| 199 WARANGEL FARMS WAY | CANTON | GA | 30114 | PC | FENCE SUPPLIES | $3,986 |
| BOYS AND GIRLS CLUB OF METRO ATL | ||||||
| 1082 UNIVETER RD | CANTON | GA | 30114 | PC | GOLF SPONSORSHIP | $3,618 |
| THE PHOENIX AT UNION HILL | ||||||
| 9651 UNION HILL RD | CANTON | GA | 30115 | NC | FOOD TRUCK | $3,595 |
| REINHARDT FCA | ||||||
| 7300 REINHARDT COLLEGE CI | WALESKA | GA | 30183 | PC | CAMP BREAKFAST | $2,985 |
| ADVOCATES FOR CHILDREN | ||||||
| 113 DOUGLAS ST | CARTERSVILLE | GA | 30120 | PC | SIX FLAGS TICKETS | $2,797 |
| EMPOWER CHEROKEE | ||||||
| 133 UNIVETER RD | CANTON | GA | 30114 | PC | AQUARIUM TICKETS | $2,696 |
| THE AMERICAN LEGION POST 26 | ||||||
| 160 MCCLURE ST | CANTON | GA | 30114 | NC | CHANGING OF THE GUARD DINNER | $2,620 |
| VOLUNTEER AGING COUNCIL | ||||||
| 1001 UNIVETER RD | CANTON | GA | 30114 | PC | CHRISTMAS BAGS | $2,572 |
| THE BRIAN CENTER FOR HEALTH | ||||||
| 150 HOSPITAL CIRCLE | CANTON | GA | 30114 | NC | FALL/CHRISTMAS GIFTS | $2,176 |
| ACT TOGETHER MINISTRIES | ||||||
| 885 WOODSTOCK RD ST 430 | ROSWELL | GA | 30075 | PC | BACK TO SCHOOL SUPPLIES | $2,173 |
| CHEROKEE COUNTY SENIOR CENTER | ||||||
| 1001 UNIVETER RD | CANTON | GA | 30114 | GOV | BOOKS/LUNCHEON SPONSORSHIP/CHRISTMAS | $2,130 |
| THERABEAT INC | ||||||
| 9880 HICKORY FLAT HWY | WOODSTOCK | GA | 30188 | NC | STUDENT THERAPY SPONSORSHIP | $2,036 |
| FERST READERS | ||||||
| PO BOX 1327 | MADISON | GA | 30650 | PC | CHECK FOR BOOKS | $2,016 |
| CHEROKEE HOMELESS VETERAN CHRISTMAS | ||||||
| 160 MCCLURE ST | CANTON | GA | 30114 | NC | CHRISTMAS PRESENTS | $2,000 |
| BACKPACK BUDDIES | ||||||
| PO 3310 | CARTERSVILLE | GA | 30120 | PC | FOOD DONATION | $1,951 |
| THE SERVICE LEAGUE OF CHEROKEE COUN | ||||||
| PO BOX 1132 | CANTON | GA | 30169 | PC | RIVERFEST SPONSORSHIP | $1,878 |
| GIVE A KID A CHANCE | ||||||
| 738 GRASSDALE RD NW | CARTERSVILLE | GA | 30121 | PC | BACK TO SCHOOL BACKPACK DONATION | $1,725 |
| MUST MINISTRIES | ||||||
| 111 BROWN INDUSTRIAL PKWY | CANTON | GA | 30114 | PC | GOLF SPONSORSHIP | $1,616 |
| PICKENS COUNTY ANIMAL RANCH | ||||||
| 401 OLD WHITE STONE RD | TALKING ROCK | GA | 30175 | PC | FOOD DONATION | $1,556 |
| UNITED WAY OF BARTOW COUNTY | ||||||
| PO BOX 1264 | CARTERSVILLE | GA | 30120 | PC | GOLF SPONSORSHIP | $1,514 |
| FOSTER 4 LOVE | ||||||
| 1301 SHILOH RD NW 1630 | KENNESAW | GA | 30144 | PC | FOOD DONATION | $1,511 |
| SHERIFF FRANK REYNOLDS CHARITIES | ||||||
| 498 CHATTIN DR | CANTON | GA | 30115 | PC | GOLF SPONSORSHIP | $1,500 |
| ANGELS ON HORSEBACK | ||||||
| 1284 PENDLEY CIR | JASPER | GA | 30143 | PC | LEATHER SADDLE | $1,431 |
| ANGELS HOUSE | ||||||
| 2260 SAM NELSON RD | CANTON | GA | 30115 | PC | EASTER DINNER | $1,425 |
| THE CORE SCHOOL | ||||||
| 203 WOODPARK PL BLDG A | WOODSTOCK | GA | 30188 | PC | FOOD TRUCK | $1,272 |
| PICKENS RESCUE RANCH | ||||||
| 401 OLD WHITE STONE RD | TALKING ROCK | GA | 30175 | PC | FOOD DONATION | $1,249 |
| CHEROKEE COUNTY ANIMAL SHELTER | ||||||
| 1015 UNIVETER RD | CANTON | GA | 30114 | NC | FOOD, TREATS, LEASHES/COLLARS | $1,192 |
| ETOWAH ROBOTICS CLUB | ||||||
| 6436 HWY 92 100 | ACWORTH | GA | 30102 | PC | 3D PRINTER | $1,142 |
| BETHANY PLACE | ||||||
| 8024 E CHEROKEE DR | CANTON | GA | 30115 | PC | THANKSGIVING DINNER | $1,124 |
| GRACEPOINT SCHOOL | ||||||
| 570 PIEDMONT RD | MARIETTA | GA | 30066 | PC | IPADS/CASES | $1,111 |
| CHEROKEE COUNTY HISTORY CENTER | ||||||
| 221 E MARIETTA ST | CANTON | GA | 30114 | PC | DONATION FOR OUTDOOR SPACE | $1,031 |
| MERIMOS MINISTRIES | ||||||
| 8024 E CHEROKEE DR | CANTON | GA | 30115 | PC | THANKSGIVING/FOOD DELIVERY | $1,030 |
| SERV INTERNATIONAL | ||||||
| 3145 MARIETTA HWY | CANTON | GA | 30114 | PC | FOOD/BOX DONATION | $1,021 |
| THE CHILDREN'S HAVEN INC | ||||||
| 1083 MARIETTA HWY | CANTON | GA | 30114 | PC | 5K SPONSORSHIP | $1,018 |
| BARTOW COUNTY FAMILY CENTER | ||||||
| 200 LEAKE ST | CARTERSVILLE | GA | 30120 | PC | BABY SUPPLIES | $1,003 |
| ALLATOONA BOOK MOBILE | ||||||
| 6503 GLADE RD | ACWORTH | GA | 30102 | PC | BOOKS | $1,000 |
| HOLY MANNA | ||||||
| 2368 ROCKMART HWY | TAYLORSVILLE | GA | 30178 | PC | FOOD DONATION | $1,000 |
| KNOX ELEMENTARY SCHOOL | ||||||
| 151 RIVERBEND WAY 1818 | CANTON | GA | 30114 | PC | PLAYGROUND EQUIPMENT | $948 |
| NEVER ALONE FOOD PANTRY | ||||||
| 291 ROPE MILL RD | WOODSTOCK | GA | 30188 | PC | FOOD DONATION | $930 |
| SEQUOYAH HIGH SCHOOL ROBOTICS TEAM | ||||||
| 4485 HICKORY RD | CANTON | GA | 30115 | PC | 3D PRINTER | $911 |
| CHEROKEE MAKERSPACE | ||||||
| 6436 HWY 92 100 | ACWORTH | GA | 30102 | PC | 3D PRINTER | $901 |
| ROTARY CLUB OF CANTON | ||||||
| 1130 BLUFFS PKWY | CANTON | GA | 30114 | PC | PRAYER BREAKFAST SPONSORSHIP | $701 |
| ACES YOUTH HOME | ||||||
| 133 CARES DRIVE | JASPER | GA | 30143 | PC | GROCERY DELIVERY | $691 |
| MS AMAZING PRE TEEN QUEEN HOWA | ||||||
| 291 ROPE MILL RD | WOODSTOCK | GA | 30188 | PC | HOTEL ROOM | $678 |
| BARTOW COUNTY SENIOR CENTER | ||||||
| 102 ZENA DR | CARTERSVILLE | GA | 30120 | GOV | GOLF SPONSORSHIP | $662 |
| 1 HORSE AT A TIME | ||||||
| 326 POPHAM LN | CORVALLIS | MT | 59828 | PC | HORSE FEED | $658 |
| CREEKVIEW HIGH SCHOOL | ||||||
| 1550 OWENS STORE RD | CANTON | GA | 30115 | PC | FOOD PANTRY DONATION | $595 |
| HASTY ELEMENTARY SCHOOL | ||||||
| 205 BROWN INDUSTRIAL PKWY | CANTON | GA | 30114 | PC | BACK TO SCHOOL TEACHER LUNCHEON | $518 |
| HAWK TALK | ||||||
| 6730 UNION HILL RD | CANTON | GA | 30115 | PC | FOOD DONATION | $510 |
| CHEROKEE CHRISTIAN SCHOOL | ||||||
| 3075 TRICKUM RD | WOODSTOCK | GA | 30188 | PC | PLAYGROUND EQUIPMENT | $500 |
| 911 RESPONSE CENTER | ||||||
| 150 CHATTIN DR | CANTON | GA | 30115 | NC | LUNCH DONATION | $343 |
| VFW CANTON | ||||||
| 278 MOOSE LOOP | CANTON | GA | 30114 | PC | FOOD DONATION | $328 |
| BARTOW COUNTY VAC | ||||||
| 102 ZENA DR | CARTERSVILLE | GA | 30120 | NC | GOLF SPONSORSHIP | $250 |
| CHEROKEE COUNTY SHERIFF'S DEPART | ||||||
| 498 CHATTIN DR | CANTON | GA | 30115 | GOV | GOLF SPONSORSHIP | $110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,163 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $371,272 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,902 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON INVESTMENTS | Desc |
| Related Or Exempt Function Incm | -$6,993 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $492,497 | ExclusionAmt |
| Related Or Exempt Function Incm | -$6,993 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $485,504 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JASON T DICKERSON | ||||||
| 1 | 123 RIVERSIDE DRIVE SW | CARTERSVILLE | GA | 30120 | $2,500,000 | Yes (X) |
| JENA A SCOTT | ||||||
| 2 | 220 WATKINS ROAD | CANTON | GA | 30115 | $7,000 | Yes (X) |
| ROBERT A BANKS | ||||||
| 3 | 140 JUNALUSKA DRIVE | WOODSTOCK | GA | 30188 | $1,300 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,498 | Amt |
| Disbursements Charitable Prps | $4,498 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN TD AMERITRADE 9483 | FMV | $4,941,272 | $6,303,139 |
| UNREALIZED GAIN IN TD AMERITRADE | FMV | $1,361,867 | $1,361,867 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,050 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE SUPPLIES | $188 | $188 |
| PUBLICITY | $14,941 | $14,941 |
| DUES AND SUBSCRIPTIONS | $1,060 | $1,060 |
| TELEPHONE | $103 | $103 |
| SOFTWARE | $120 | $120 |
| DEVELOPMENT EXPENSE | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON INVESTMENTS | Desc |
| Revenue And Expenses Per Books | -$6,993 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$6,993 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$6,993 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LIABILITY | Desc |
| BOY Book Value | $647,462 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,339 | Amt |
| Disbursements Charitable Prps | $1,339 | DisbursementsCharitablePrpsAmt |
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