JOHN BULOW CAMPBELL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN BULOW CAMPBELL FOUNDATION (EIN 58-0566149)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349101778
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T12:07:24-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | 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 | 580566149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BULOW CAMPBELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JBUL | BusinessNameControlTxt |
| Phone | 4046589066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PARKWAY STE 950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W STEPHENSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4046589066 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | STEPHENSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2022-11-10 | 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 | $793,659,742 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,740,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,318,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,604,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $151,901,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,732,211 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $103,345,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,050,591 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $452,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,240 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $407,160 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $661,928 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $66,193 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $595,735 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $290,944 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $29,094 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $276,846 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $72,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,210 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,210 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,903,644 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,864,968 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,677 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,894,113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,839 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50,681 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $25,764 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $136,415 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,642 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $122,774 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,842 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $225 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,618 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,878 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $74,057 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,523,449 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,067,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,607,758 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,571,922 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,021,922 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,095,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,067,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,629,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,249,727 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,983,302 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,109,327 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,773,037 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,773,037 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $348,197,494 | CorporateStockBOYAmt |
| Corporate Stock EOY | $376,857,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $376,857,034 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $37,317,575 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $53,820,562 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $53,820,562 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $273,844,611 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $346,263,365 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $346,263,365 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $742,461 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $213,697 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $598,497 | LandBOYAmt |
| Land EOY | $528,764 | LandEOYAmt |
| Land EOYFMV | $528,764 | LandEOYFMVAmt |
| Other Assets BOY | $503,091 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,416,980 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,416,980 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $675,570,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $793,659,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $793,659,742 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,500,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,050,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,748,509 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,822,481 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,248,509 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,872,481 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $670,322,086 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $788,787,261 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $670,322,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $788,787,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $675,570,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $793,659,742 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $670,322,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,249,727 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,215,448 | OtherIncreasesAmt |
| Subtotal | $788,787,261 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $788,787,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| INVESTMENT PORTFOLIO | $102,300,413 | $74,777,170 | $27,523,243 | $27,523,243 |
| TAX COST BASIS ADJUSTMENTS ON ALTERNATIVE INVESTMENT UNIT SALES | $5,391,783 | -$5,391,783 | -$5,391,783 | |
| PASS-THRU FROM K-1 ALTERNATIVE INVESTMENTS | $49,600,751 | $49,600,751 | $49,600,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,732,211 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,139,568 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,139,568 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,139,568 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $722,398 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $400,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,122,398 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $17,170 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.JBCF.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BULOW CAMPBELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4046589066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PARKWAY STE 950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD C PARKER | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE, CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JAMES B PATTON | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE, VICE-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MALON W COURTS | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE, INVESTMENT COMM. CHAIR | 1.00 | $0 | $0 | $0 |
| JOHN W STEPHENSON | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | EXECUTIVE DIRECTOR | 40.00 | $452,400 | $72,667 | $0 |
| DAVID B ALLMAN | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM A HOLBY | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CLAYTON F JACKSON | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM C WARREN IV | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE, RET'D 2021 | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH E KATES | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | DIRECTOR OF FINANCE | 40.00 | $185,100 | $48,544 | $0 |
| ANNE W GREENE | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | ASSOCIATE DIRECTOR | 40.00 | $185,000 | $42,389 | $0 |
| ELIZABETH K JARRARD | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | GRANTS ADMINISTRATOR | 40.00 | $150,000 | $54,012 | $0 |
| ELIZABETH H VERNER | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | ASSOCIATE DIRECTOR | 10.00 | $59,167 | $18,757 | $0 |
| ANNA G WHITEHEAD | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | PROGRAM ASSOCIATE | 40.00 | $60,752 | $14,737 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NUT TREE CAPITAL MANAGEMENT LP | |||||
| 55 HUDSON YARDS 22ND FLOOR | NEW YORK | NY | 10001 | INVESTMENT MANAGEMENT | $1,120,387 |
| ADAGE CAPITAL PARTNERS LP | |||||
| 2000 WESTCHESTER AVE | PURCHASE | NY | 10577 | INVESTMENT MANAGEMENT | $879,830 |
| GREENSPRING ASSOCIATES INC | |||||
| 100 PAINTERS MILL RD STE 700 | OWINGS MILLS | MD | 21117 | INVESTMENT MANAGEMENT | $866,413 |
| GOODNOW INVESTMENT GROUP LLC (OLD KING'S CAPI | |||||
| 9 OLD KINGS HIGHWAY SOUTH | DARIEN | CT | 06820 | INVESTMENT MANAGEMENT | $793,181 |
| LAKEWOOD CAPITAL MANAGEMENT LP | |||||
| 6450 MADISON AVE 25TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $722,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 34 | 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 | $706,791,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,823,481 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $726,614,994 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $726,614,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,899,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $715,715,769 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,785,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,785,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,139,568 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,139,568 | TotalTaxAmt |
| Distributable Before Adj | $34,646,220 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,646,220 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,646,220 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,629,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,282 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $23,631,962 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,646,220 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,844,721 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,631,962 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,844,721 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $787,241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $33,858,979 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNE W GREENE ASSOCIATE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PARKWAY STE 950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4046589066 | RecipientPhoneNum |
| Recipient Email Address | INFO@JBCF.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE HTTP://WWW.JBCF.ORG/GUIDELINES.HTML | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.JBCF.ORG/GUIDELINES.HTML | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.JBCF.ORG/GUIDELINES.HTML | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $250,000 |
| AMERICAN RED CROSS | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $100,000 |
| APPARO ACADEMY INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $400,000 |
| APPARO ACADEMY INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $100,000 |
| ATHENS ACADEMY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| ATLANTA NEIGHBORHOOD | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000,000 |
| BERRY COLLEGE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $2,000,000 |
| BIG BROTHERS BIG SISTERS OF METRO ATLANTA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $250,000 |
| BOYS & GIRLS CLUBS OF NORTH GA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $375,000 |
| BOYS & GIRLS CLUBS OF NORTH GA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $240,000 |
| CAMP TWIN LAKES | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,500,000 |
| CHATTAHOOCHEE NATURE CENTER | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| COMMUNITY ASSISTANCE CENTER | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $150,000 |
| COMMUNITY HELPING PLACE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $151,000 |
| CORNERSTONE CHRISTIAN ACADEMY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $250,000 |
| COVENANT HOUSE GEORGIA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $750,000 |
| EARLY LEARNING PROPERTY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $100,000 |
| EASTERSEALS OF WEST GEORGIA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $57,012 |
| FOCUSED COMMUNITY STRATEGIES | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $750,000 |
| GATEWAY DOMESTIC VIOLENCE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $350,000 |
| GROVE PARK FOUNDATION | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $335,893 |
| HEBRON CHRISTIAN ACADEMY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIP USA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $150,000 |
| JOY HOUSE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $175,000 |
| JUNIOR ACHIEVEMENT OF GEORGIA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $375,000 |
| KIDSPEACE NATIONAL CENTERS | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| KIPP METRO ATLANTA COLLABORATIVE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| MEALS ON WHEELS ATLANTA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| MERCY CARE FOUNDATION | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,500,000 |
| MOUNT PARAN CHRISTIAN SCHOOL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,250,000 |
| NEIGHBORHOOD COOPERATIVE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $350,000 |
| NW METRO ATLANTA HABITAT FOR HUMANITY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $100,000 |
| OPEN DOORS SOLUTIONS INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $100,000 |
| PARK PRIDE ATLANTA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $100,000 |
| PATH FOUNDATION | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000,000 |
| PURPOSE BUILT SCHOOLS | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $350,000 |
| ROBERT W WOODRUFF ARTS CENTER | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| SAVANNAH COUNTRY DAY SCHOOL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000,000 |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,100,000 |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $665,000 |
| THE GATHERING PLACE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| THE LINK COUNSELING CENTER | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $160,000 |
| THE SALVATION ARMY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $250,000 |
| THE SALVATION ARMY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $188,017 |
| THE SALVATION ARMY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $100,000 |
| TREES ATLANTA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,021,922 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| LIFECYCLE BUILDING CENTER | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| MINISTRIES UNITED FOR SERVICE & TRAINING INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,050,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,740,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,604,276 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $103,345,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,345,098 | 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 | $72,420 | Amt |
| Net Investment Income | $36,210 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,210 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2007-09-17 | $8,031 | $785 | SL | 5.000000000000 | $628 | $0 |
| FURNITURE, FIXTURES & EQUIPMENT | 2015-06-30 | $200,085 | $77,850 | SL | 5.000000000000 | $25,136 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DIFFERENCES BETWEEN COLUMN (A) BOOK & COLUMN (B) NET INVESTMENT INCOME | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART I: | FormAndLineReferenceDesc |
| Medium Explanation | COLUMN (B) INCLUDES ADDITIONAL K-1 PASS-THRU INCOME & EXPENSE NOT RECOGNIZED IN COLUMN (A) BOOK. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GLOBAL BONDS & FIXED INCOME BASED FUNDS | BondNm |
| EOY Book Value | $53,820,562 | EOYBookValueAmt |
| EOYFMV | $53,820,562 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GLOBAL EQUITIES & EQUITY BASED FUNDS | StockNm |
| EOY Book Value | $376,857,034 | EOYBookValueAmt |
| EOYFMV | $376,857,034 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE STRATEGY INVESTMENTS - FLEXIBLE CAPITAL | FMV | $109,222,749 | $109,222,749 |
| ALTERNATIVE STRATEGY INVESTMENTS - PRIVATE EQUITY | FMV | $160,983,826 | $160,983,826 |
| ALTERNATIVE STRATEGY INVESTMENTS - REAL ASSETS | FMV | $76,056,790 | $76,056,790 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $8,031 | $1,413 | $6,618 |
| FURNITURE, FIXTURES & EQUIPMENT | $200,085 | $102,986 | $97,099 |
| TENENT IMPROVEMENT ALLOWANCE | $534,345 | $109,298 | $425,047 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED COMPENSATION ASSETS HELD IN TRUST | $277,626 | $301,672 | $301,672 |
| INVESTMENT PROCEEDS IN TRANSIT | $78,038 | $2,115,308 | $2,115,308 |
| FEDERAL NET INVESTMENT INCOME TAX | $147,427 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE/POSTAGE | $8,660 | $866 | $7,794 |
| TELEPHONE/TECHNOLOGY | $6,784 | $678 | $6,106 |
| ASSOCIATION/TEO ORGANIZATIONAL DUES/MEMBERSHIPS | $21,154 | $0 | $21,154 |
| MISCELLANEOUS | $9,265 | $922 | $8,299 |
| NON-CAPITAL EQUIPMENT/RENTALS/REPAIRS | $34,116 | $3,412 | $30,704 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION IN INVESTMENT PORTFOLIO | Desc |
| Amt | $50,215,448 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION LIABILITIES | $314,855 | $322,238 |
| FEDERAL NET INVESTMENT EXCISE TAX DUE | $0 | $417,171 |
| DEFERRED FEDERAL NET INVESTMENT INCOME TAX | $1,960,030 | $2,658,025 |
| LEASE INCENTIVE LIABILITY | $473,624 | $425,047 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODIAL, CONSULTANT & MGMT FEES | $10,884,656 | $10,863,069 | $21,588 |
| PAYROLL PROCESSING & BENEFIT PLANS | $12,020 | $1,202 | $10,818 |
| TECHNOLOGY & IT | $6,968 | $697 | $6,271 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $56,312 | $5,631 | $50,681 |
| FEDERAL NII EXCISE TAX | $1,139,598 | $0 | $0 |
| DEFERRED FEDERAL NII EXCISE TAX | $697,995 | $0 | $0 |
| FOREIGN TAXES ON INVESTMENTS | $208 | $208 | $0 |
Comments