THE ANISE WALLACE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE ANISE WALLACE FOUNDATION (EIN 58-6468784)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-02
IRS object ID
202243069349100004
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-02T07:47:57-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581971018PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHALEY HAMMONDS TOMASELLO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 WESTRIDGE IND BLVD SUITE 200AddressLine1Txt
CityMCDONOUGHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30253ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586468784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANISE WALLACE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANISBusinessNameControlTxt
Phone6786374285PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13444 TUXEDO ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRAD FERGUSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4048420013PhoneNum
Signature2022-11-01SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRADPersonFirstNm
Person LastFERGUSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY W HAMMONDSPreparerPersonNm
PTINP00001622PTIN
Phone7709141040PhoneNum
Preparation2022-11-01PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$981,169FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$68,715DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,715DividendsNetInvstIncmAmt
Dividends Adj Net Incm$68,715DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$21,170NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$56,001GrossSalesPriceAmt
Total Rev And Expnss$89,886TotalRevAndExpnssAmt
Total Net Invst Incm$68,716TotalNetInvstIncmAmt
Total Adj Net Incm$68,716TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$15,363CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$366TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$240OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$17,269TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,508ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,508ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,777TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$43,508TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$29,109ExcessRevenueOverExpensesAmt
Net Investment Income$68,716NetInvestmentIncomeAmt
Adjusted Net Income$68,716AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,972SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,196SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,196SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$627,689CorporateStockBOYAmt
Corporate Stock EOY$661,574CorporateStockEOYAmt
Corporate Stock EOYFMV$972,973CorporateStockEOYFMVAmt
Total Assets BOY$640,661TotalAssetsBOYAmt
Total Assets EOY$669,770TotalAssetsEOYAmt
Total Assets EOYFMV$981,169TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$640,661RetainedEarningBOYAmt
Retained Earning EOY$669,770RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$640,661TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$669,770TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$640,661TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$669,770TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$640,661TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$29,109ExcessRevenueOverExpensesAmt
Subtotal$669,770SubtotalAmt
Tot Net Ast Or Fund Balances EOY$669,770TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$955InvestmentIncomeExciseTaxAmt
Subtotal$955SubtotalAmt
Tax Based On Investment Income$955TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Tax Due$961TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRAD FERGUSONIndividualWithBooksNm
Phone4047486287PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13444 TUXEDO ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBRAD FERGUSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13444 TUXEDO ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$15,363CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$964,553AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,638AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$969,191TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$969,191AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,538CashDeemedCharitableAmt
Net Vl Noncharitable Assets$954,653NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,733MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,733MinimumInvestmentReturnAmt
Tax Based On Investment Income$955TaxBasedOnInvestmentIncomeAmt
Total Tax$955TotalTaxAmt
Distributable Before Adj$46,778DistributableBeforeAdjAmt
Distributable Before Ded$46,778DistributableBeforeDedAmt
Distributable As Adjusted$46,778DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,508ExpensesAndContributionsAmt
Qualifying Distributions$43,508QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,778DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$2,649ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,250ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$30,899TotalExcessDistributionCyovAmt
Qualifying Distributions$43,508QualifyingDistributionsAmt
Treated As Distri From Corpus$43,508TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$30,899ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$30,899ExcessDistributionCyovAppCYAmt
Total Corpus$43,508TotalCorpusAmt
Undistributed Income CY$15,879UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$43,508ExcessDistriCyovToNextYrAmt
Excess From Current Year$43,508ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRAD FERGUSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13444 TUXEDO DRIVEAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4047486287RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMS OR MATERIALS ARE REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHATTAHOOCHEE NATIONAL PARK CONSERV
PO BOX 769332ROSWELLGA30076GENERAL SUPPORT$5,000
FIRST PRESBYTERIAN CHURCH OF ATLANT
1325 PEACHTREE ST NEATLANTAGA30309GENERAL SUPPORT$10,000
ATLANTA BELTLINE INC
100 PEACHTREE STREETATLANTAGA30303GENERAL SUPPORT$5,008SUITE 2300
ATLANTA BOTANICAL GARDEN
1345 PIEDMONT AVENUEATLANTAGA30309GENERAL SUPPORT$5,000
PIEDMONT PARK CONSERVANCY
PO BOX 570355ATLANTAGA30357GENERAL SUPPORT$5,000
HISTORIC OAKLAND FOUNDATION
248 OAKLAND AVE SEATLANTAGA30312GENERAL SUPPORT$11,000
SIGMA PI EPSILON EDUCATION FOUNDATI
310 SOUTH ARTHUR ASHE BLVRICHMONDVA23220GENERAL SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,508TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,715ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21,170RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$68,716ExclusionAmt
Related Or Exempt Function Incm$21,170RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,886TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,300Amt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
Election50300ElectionDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
GROWTH FUND OF AMERICA2007-02PURCHASE2021-05$6,000$2,931$3,069
CAPITAL WORLD GROWTH AND INCOME2007-02PURCHASE2021-12$2,100$1,369$731
CAPITAL WORLD GROWTH AND INCOME2007-02PURCHASE2021-12$3,168$2,185$983
CAPITAL INCOME BUILDER2007-02PURCHASE2021-12$6,300$5,662$638
CAPITAL INCOME BUILDER2007-02PURCHASE2021-12$7,019$6,346$673
SMALL CAP WORLD GROWTH2007-02PURCHASE2021-12$3,200$1,496$1,704
SMALL CAP WORLD GROWTH2007-02PURCHASE2021-12$5,999$3,133$2,866
FUNDAMENTAL INVESTORS2017-08PURCHASE2021-12$2,500$1,865$635
FUNDAMENTAL INVESTORS2017-08PURCHASE2021-12$3,155$2,518$637
GROWTH FUND OF AMERICA2007-02PURCHASE2021-12$5,900$2,449$3,451
GROWTH FUND OF AMERICA2007-02PURCHASE2021-12$10,660$4,877$5,783

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CAPITAL WORLD GROWTH & INC.$69,263$102,898
AMERICAN CAPITAL INCOME BUILDER$190,593$227,387
AMERICAN CAPITAL SMALL WORLD$114,841$195,249
AMERICAN FUNDAMENTAL INVESTORS$81,669$102,155
GROWTH FUND OF AMERICA$205,208$345,284

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$240

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$366Amt

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