BRADLEY TURNER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BRADLEY TURNER FOUNDATION INC (EIN 58-6032142)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202243119349100909
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T10:58:01-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581374304 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINSON GRIMES & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4299 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31914 | 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 | 586032142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY-TURNER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAD | BusinessNameControlTxt |
| Phone | 7065716040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GILBERT MILLER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7065716040 | PhoneNum |
| Signature | 2022-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GILBERT | PersonFirstNm |
| Person Last | MILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK J PEASE IV CPA | PreparerPersonNm |
| PTIN | P00715329 | PTIN |
| Phone | 7063245435 | PhoneNum |
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 | $245,583,253 | 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 | $3,838,527 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $42,848 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42,848 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,700,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,700,964 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,006,724 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,927,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,006,724 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $182,576 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $182,576 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,771,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,933,112 | 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 | $79,549 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $79,549 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $650,396 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $650,396 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $90,949 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,949 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $251,370 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $194,848 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,072,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $955,742 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,752,745 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,752,745 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,825,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $955,742 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,752,745 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,946,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,977,370 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,232,829 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,596,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,596,561 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $28,701,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,329,968 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $146,902,673 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,523,777 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,807,958 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,822,987 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,639,670 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $55,834,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $79,828,031 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,433,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,433,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,433,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $94,530,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,001,919 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $245,583,253 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $94,530,914 | CapitalStockBOYAmt |
| Capital Stock EOY | $103,001,919 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,530,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,001,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,530,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,001,919 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,530,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,946,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,332,651 | OtherIncreasesAmt |
| Subtotal | $105,810,195 | SubtotalAmt |
| Other Decreases | $2,808,276 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,001,919 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $15,567,707 | $14,622,191 | $945,516 | $945,516 | |
| PUBLICLY TRADED SECURITIES | $17,775,466 | $12,293,771 | $5,481,695 | $5,481,695 | |
| PUBLICLY TRADED SECURITIES | $108,329 | $5,241 | $103,088 | $103,088 | |
| GAINS FROM PASSTHROUGH ENTITIES | $453,201 | $453,201 | $453,201 | P | |
| CAPITAL GAINS DIVIDENDS | $23,224 | $23,224 | $23,224 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,006,724 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $138,685 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $138,685 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $138,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $118,608 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $178,608 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,138 | EsPenaltyAmt |
| Overpayment | $38,785 | OverpaymentAmt |
| Applied To ES Tax | $38,785 | 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 | Yes (1) | 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 | SYNOVUS TRUST COMPANY NA | IndividualWithBooksNm |
| Phone | 7066492399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 BAY AVENUE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31901 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| GILBERT MILLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| KATIE KRIEG | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | VICE CHAIRMAN | 0.00 | $0 | $0 | $0 |
| WORTH WILLIAMS | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JOHN TURNER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH CORN | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ABBY IRBY | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEVE BUTLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BETSY RAMSAY | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SALLIE MARTIN | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LANE RILEY | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TREASURER | 0.00 | $0 | $0 | $0 |
| BECKY MILLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH OGIE | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LANDY SUDDUTH | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HILTON BALL | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH CLIATT | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNOVUS TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1148 BROADWAY | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT & MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $650,396 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED DECEMBER 5, 2016 WITH HISTORIC COLUMBUS FOUNDATION, INC. ("HCF'), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $500,000 TO HCF. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON DECEMBER 31, 2026. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF HCF AND SHALL ONLY BE USED TO FUND ITS FACADE LOAN AND REHABILITATION LOAN PROGRAMS THROUGH ITS REVOLVING REDEVELOPMENT FUND. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2021, $433,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $433,000. | Description1Txt |
| Expenses1 | $433,000 | Expenses1Amt |
| Description2 | THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED SEPTEMBER 19, 2019 WITH COLUMBUS HOUSING INITIATIVE, INC (NEIGHBORWORKS COLUMBUS)("CHI), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $1,000,000 TO CHI. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON SEPTEMBER 30, 2029. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF CHI AND SHALL ONLY BE USED TO PROVIDE CAPITAL, IN THE FORM OF LOANS, LEASE PURCHASES, AND SERVICES TO SUPPORT ITS HOMEOWNERSHIP EARNED AND REACHED TOGETHER ("HEART") PROGRAM. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2021, $1,000,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $1,000,000. | Description2Txt |
| Expenses2 | $1,000,000 | Expenses2Amt |
| Total | $1,433,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $248,901,706 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,349,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,433,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $259,684,260 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $259,684,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,895,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $255,788,996 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,789,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,789,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $138,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $138,685 | TotalTaxAmt |
| Distributable Before Adj | $12,650,765 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,650,765 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,650,765 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,752,745 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,433,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,185,745 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,650,765 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $577,575 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,092,033 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $838,022 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,507,630 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,185,745 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,185,745 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $465,020 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $465,020 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,042,610 | 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 | $112,555 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,930,055 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,092,033 | ExcessFromYear4Amt |
| Excess From Year1 | $838,022 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PHYLLIS WAGNER EXECUTIVE SECRETARY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7066443578 | RecipientPhoneNum |
| Recipient Email Address | PHYLLISWAGNER@SYNOVUS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLY IN LETTER FORM. INCLUDE COPY OF LATEST DETERMINATION LETTER. INCLUDE DETAILED DESCRIPTION OF FINANCIAL NEED AND EXEMPT FUNCTION TO BE PERFORMED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS. HOWEVER, LOCAL AND REGIONAL CHARITIES PREFERRED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (146 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS (448 SHS COCA COLA CO) | |||||||
| 431 18TH SREET NW | WASHINGTON | DC | 20006 | UNRELATED | PC | GENERAL AND OPERATING | $25,137 |
| ANDREW COLLEGE (3571 SHS COCA COLA CO) | |||||||
| 501 COLLEGE STREET | CUTHBERT | GA | 39840 | UNRELATED | PC | GENERAL AND OPERATING | $200,369 |
| ASBURY THEOLOGICAL SEMINARY (5609 SHS SYNOVUS FINL CORP) | |||||||
| 204 N LEXINGTON AVE | WILMORE | KY | 40390 | UNRELATED | PC | GENERAL AND OPERATING | $279,889 |
| ATLANTA CHILDREN'S SHELTER | |||||||
| 607 PEACHTREE ST NE | ATLANTA | GA | 30308 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| ATLANTA MUSIC PROJECT (564 SHS COCA-COLA CO) | |||||||
| 883 DILL AVE SW | ATLANTA | GA | 30310 | UNRELATED | PC | GENERAL AND OPERATING | $30,851 |
| B&GC ENDOWMWNT FUND (1301 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 411 | OSHKOSH | WI | 54903 | UNRELATED | PC | GENERAL AND OPERATING | $250,949 |
| B&GC ENDOWMWNT FUND (3032 SHS SYNOVUS FINL CORP) | |||||||
| PO BOX 411 | OSHKOSH | WA | 54903 | UNRELATED | PC | GENERAL AND OPERATING | $151,297 |
| B&GC ENDOWMWNT FUND (626 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 411 | OSHKOSH | WA | 54903 | UNRELATED | PC | GENERAL AND OPERATING | $100,673 |
| BAPTIST HEALTH SYSTEMS FOUNDATION (1032 SHS GLOBAL PAYMENTS) | |||||||
| 1660 PRUDENTIAL DR 203 | JACKSONVILLE | FL | 32207 | UNRELATED | PC | GENERAL AND OPERATING | $200,817 |
| BELOCO FOUNDATION (179 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 140 | COLUMBUS | GA | 319020140 | UNRELATED | PF | GENERAL AND OPERATING | $36,734 |
| BELOCO FOUNDATION (193 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 140 | COLUMBUS | GA | 319020140 | UNRELATED | PF | GENERAL AND OPERATING | $36,693 |
| BELOCO FOUNDATION (223 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 140 | COLUMBUS | GA | 319020140 | UNRELATED | PF | GENERAL AND OPERATING | $43,894 |
| BELOCO FOUNDATION (233 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 140 | COLUMBUS | GA | 319020140 | UNRELATED | PF | GENERAL AND OPERATING | $36,824 |
| BELOCO FOUNDATION (695 SHS COCA COLA CO) | |||||||
| PO BOX 140 | COLUMBUS | GA | 319020140 | UNRELATED | PF | GENERAL AND OPERATING | $40,581 |
| BROOKSTONE SCHOOL (173 SHS GLOBAL PAYMENTS) | |||||||
| 440 BRADLEY PARK DRIVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $34,039 |
| BROOKSTONE SCHOOL (282 SHS ACUITY BRAND INC) | |||||||
| 440 BRADLEY PARK DRIVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $34,788 |
| BROOKSTONE SCHOOL (4146 SHS SYNOVUS FINL CORP) | |||||||
| 440 BRADLEY PARK DRIVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $205,227 |
| BROOKSTONE SCHOOL (4469 SHS SYNOVUS FINL CORP) | |||||||
| 440 BRADLEY PARK DRIVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $192,703 |
| BROOKSTONE SCHOOL (632 SHS ACUITY BRAND INC) | |||||||
| 440 BRADLEY PARK DRIVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $114,714 |
| BROOKSTONE SCHOOL (738 SHS SYNOVUS FINL CORP) | |||||||
| 440 BRADLEY PARK DRIVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $33,786 |
| CALVARY CHRISTIAN SCHOOL | |||||||
| 7556 OLD MOON ROAD | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| CENTER FOR GLOBAL HEALTH INNOVATION | |||||||
| 999 PEACHTREE SUITE NE SUITE 1800 | ATLANTA | GA | 30309 | UNRELATED | PC | GENERAL AND OPERATING | $30,000 |
| CHATTAHOOCHEE RIVER CONSERVANCY | |||||||
| 1212 3RD AVE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $1,000 |
| CHATTAHOOCHEE VALLEY COMMUNITY COLLEGE | |||||||
| 2602 COLLEGE DR | PHENIX CITY | AL | 36869 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA (1221 SHS COCA CO) | |||||||
| 1575 NORTHEAST EXPRESSWAY NE | BROOKHAVEN | GA | 30329 | UNRELATED | PC | GENERL AND OPERATING | $66,789 |
| CHILDREN'S HEALTHCARE OF ATLANTA (6303 SHS COCA CO) | |||||||
| 1575 NORTHEAST EXPRESSWAY NE | BROOKHAVEN | GA | 30329 | UNRELATED | PC | GENERAL AND OPERATING | $333,555 |
| CHILDREN'S HEALTHCARE OF ATLANTA (729 SHS SYNOVUS FINL CORP) | |||||||
| 1575 NORTHEAST EXPRESSWAY NE | BROOKHAVEN | GA | 30329 | UNRELATED | PC | GENERAL AND OPERATING | $33,374 |
| CLASSIC CITY COMMUNITY CHURCH (329 SHS SYNOVUS FINL CORP) | |||||||
| 386 N MILLEDGE AVE | ATHENS | GA | 30601 | UNRELATED | PC | GENERAL AND OPERATING | $15,180 |
| CLEMENT ARTS (533 SHS COCA COLA CO) | |||||||
| PO BOX 1142 | FORTSON | GA | 31808 | UNRELATED | PC | GENERAL AND OPERATING | $30,274 |
| COLUMBIA INTERNATIONAL UNIVERSITY | |||||||
| 7435 MONTICELLO ROAD | COLUMBIA | SC | 29203 | UNRELATED | PC | GENERAL AND OPERATING | $35,000 |
| COLUMBUS BOTANICAL GARDENS (362 SHS GLOBAL PAYMENTS) | |||||||
| 3603 WEEMS ROAD | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $75,010 |
| COLUMBUS BOTANICAL GARDENS (626 SHS GLOBAL PAYMENTS) | |||||||
| 3603 WEEMS ROAD | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $100,673 |
| COLUMBUS BOTANICAL GARDENS (894 SHS COCA COLA CO) | |||||||
| 3603 WEEMS ROAD | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $50,162 |
| COLUMBUS BOTANICAL GARDENS | |||||||
| 3603 WEEMS ROAD | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $75,000 |
| COLUMBUS MUSEUM (1093 SHS SYNOVUS FINL CORP) | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $49,939 |
| COLUMBUS MUSEUM (189 SHS COCA COLA CO) | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $10,338 |
| COLUMBUS MUSEUM (2601 SHS GLOBAL PAYMENTS) | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $501,707 |
| COLUMBUS MUSEUM (4352 SHS SYNOVUS FINL CORP) | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $215,818 |
| COLUMBUS MUSEUM (52 SHS GLOBAL PAYMENTS) | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $10,231 |
| COLUMBUS STATE UNIVERSITY FOUNDATION (1729 SHS SYNOVUS FINL CORP) | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $74,544 |
| COLUMBUS STATE UNIVERSITY FOUNDATION (256 SHS GLOBAL PAYMENTS) | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $50,371 |
| COLUMBUS STATE UNIVERSITY FOUNDATION (580 SHS SYNOVUS FINL CORP) | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $27,527 |
| COLUMBUS STATE UNIVERSITY FOUNDATION (93 SHS COCA COLA CO) | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $5,180 |
| COLUMBUS TECHNICAL COLLEGE FOUNDATION (52 SHS GLOBAL PAYMENTS) | |||||||
| 928 MANCHESTER EXPRESSWAY | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $10,232 |
| COLUMBUS TECHNICAL COLLEGE FOUNDATION | |||||||
| 928 MANCHESTER EXPRESSWAY | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (4628 SHS COCA COLA CO) | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $251,671 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (472 SHS COCA COLA CO) | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $251,949 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (537 SHS COCA COLA CO) | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $29,975 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (547 SHS SYNOVUS FINL CORP | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $24,992 |
| CURE CHILDHOOD CANCER (470 SHS COCA-COLA CO) | |||||||
| 200 ASHFORD CENTER N SUITE 250 | ATLANTA | GA | 30338 | UNRELATED | PC | GENERAL AND OPERATING | $25,709 |
| EASTER SEALS OF WEST GEORGIA INC | |||||||
| PO BOX 1690 | FORTSON | GA | 31808 | UNRELATED | PC | GENERAL AND OPERATING | $2,500 |
| FEEDING THE VALLEY FOOD BANK (3660 SHS COCA COLA CO) | |||||||
| 6744 FLAT ROCK ROAD | MIDLAND | GA | 31820 | UNRELATED | PC | GENERAL AND OPERATING | $200,202 |
| FERST READERS INC (448 SHS COCA COLA CO) | |||||||
| 237 N 2ND ST | MADISON | GA | 30650 | UNRELATED | PC | GENERAL AND OPERATING | $25,137 |
| FLORENCE MARINA MUSEUM | |||||||
| 218 FLORENCE ROAD | OMAHA | GA | 31821 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| FOCUS ON THE FAMILY (1061 SHS SYNOVUS FINL CORP) | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 809201051 | UNRELATED | PC | GENERAL AND OPERATING | $50,355 |
| FOR ALL NATIONS CHURCH | |||||||
| 5051 BUENA VISTA ROAD | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $20,000 |
| GEORGIA CENTER FOR OPPORTUNITY | |||||||
| 333 RESEARCH CT 210 | PEACHTREE CORNERS | GA | 30092 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| GEORGIA MILITARY COLLEGE | |||||||
| 7300 BLACKMON ROAD | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $1,000 |
| GLOBAL MEDIA OUTREACH (1038 SHS SYNOVUS FINL CORP) | |||||||
| PO BOX 208867 | DALLAS | TX | 753208867 | UNRELATED | PC | GENERAL AND OPERATING | $51,381 |
| GRACE PRESBYTERIAN CHURCH (2120 SHS SYNOVUS FINL CORP) | |||||||
| 7211 BRITTON DR | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $100,615 |
| GREATER COLUMBUS SPORTS COUNCIL (1457 SHS SYNOVUS FINL CORP) | |||||||
| 400 4TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $66,701 |
| HAMMOND SCHOOL | |||||||
| 854 GALWAY LN | COLUMBIA | SC | 29209 | UNRELATED | PC | GENERAL AND OPERATING | $25,000 |
| HARRIS COUNTY BOARD OF COMMISSIONERS | |||||||
| 104 N COLLEGE ST | HAMILTON | GA | 31811 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| HISTORIC COLUMBUS FOUNDATION | |||||||
| 1440 2ND AVE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $60,000 |
| HISTORIC WESTVILLE (882 SHS COCA COLA CO) | |||||||
| 3557 S LUMPKIN ROAD | COLUMBUS | GA | 31903 | UNRELATED | PC | GENERAL AND OPERATING | $49,895 |
| HISTORIC WESTVILLE | |||||||
| 3557 S LUMPKIN ROAD | COLUMBUS | GA | 31903 | UNRELATED | PC | GENERAL AND OPERATING | $75,000 |
| HOLLAND AVENUE BAPTIST CHURCH | |||||||
| 801 12TH STREET | CAYCE | SC | 29033 | UNRELATED | PC | GENERAL AND OPERATING | $15,000 |
| HOUSE OF GOD | |||||||
| 7230 FLAT ROCK ROAD | MIDLAND | GA | 31820 | UNRELATED | PC | GENERAL AND OPERATING | $15,000 |
| INTERNATIONAL FRIENDSHIP MINISTRIES | |||||||
| 3404 UNIVERSITY AVE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $200,000 |
| KATE'S CLUB (470 SHS COCA COLA CO) | |||||||
| 1190 W DRUID HILLS DR NE SUITE T-80 | ATLANTA | GA | 30329 | UNRELATED | PC | GENERAL AND OPERATING | $25,709 |
| LEAD CENTER FOR YOUTH | |||||||
| 680 MURPHY AVE SW SUITE 4128 | ATLANTA | GA | 30310 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| LEADERSHIP MINISTRIES | |||||||
| 5901 PEACHTREE DUNWOODY ROAD | ATLANTA | GA | 30328 | UNRELATED | PC | GENERAL AND OPERATING | $30,000 |
| LLL PROJECT | |||||||
| PO BOX 601 | SMITH STATION | AL | 36877 | UNRELATED | PC | GENERAL AND OPERATING | $11,000 |
| LOVETT SCHOOL (261 SHS GLOBAL PAYMENTS) | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | UNRELATED | PC | GENERAL AND OPERATING | $50,344 |
| MAYOR'S EDUCATION AND CHARITY BALL | |||||||
| 1620 EYE ST NW | WASHINGTON | DC | 200064005 | UNRELATED | PC | GENERAL AND OPERATING | $8,500 |
| MERCER UNIVERSITY (1041 SHS GLOBAL PAYMENTS) | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | UNRELATED | PC | GENERAL AND OPERATING | $200,798 |
| MERCER UNIVERSITY (3391 SHS SYNOVUS FINL CORP) | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | UNRELATED | PC | GENERAL AND OPERATING | $160,937 |
| MERCER UNIVERSITY (626 SHS GLOBAL PAYMENTS) | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | UNRELATED | PC | GENERAL AND OPERATING | $100,673 |
| MERCYMED OF COLUMBUS (1153 SHS SYNOVUS FINL CORP) | |||||||
| 3702 2ND AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $49,717 |
| MERCYMED OF COLUMBUS (521 SHS GLOBAL PAYMENTS) | |||||||
| 3702 2ND AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $100,496 |
| MERCYMED OF COLUMBUS (531 SHS SYNOVUS FINL CORP) | |||||||
| 3702 2ND AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $25,201 |
| MICAH'S PROMISE (131 SHS GLOBAL PAYMENTS) | |||||||
| 233 12TH ST STE 601 | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $25,253 |
| MICAH'S PROMISE (377 SHS COCA COLA CO) | |||||||
| 233 12TH ST STE 601 | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $20,622 |
| MID TREE CHURCH | |||||||
| 4078 MILGEN ROAD | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $50,431 |
| MIDTOWN DOWNTOWN | |||||||
| 1236 WILDWOOD AVENUE | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $1,500 |
| MIDTOWN FELLOWSHIP (39 SHS GLOBAL PAYMENTS) | |||||||
| 2415 12TH AVE SOUTH | NASHVILLE | TN | 37204 | UNRELATED | PC | GENERAL AND OPERATING | $7,868 |
| MIDTOWN FELLOWSHIP (438 SHS SYNOVUS FINL CORP) | |||||||
| 2415 12TH AVE SOUTH | NASHVILLE | TN | 37204 | UNRELATED | PC | GENERAL AND OPERATING | $20,209 |
| MILL DISTRICT (474 SHS COCA COLA CO) | |||||||
| PO BOX 5312 | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $25,084 |
| MILL DISTRICT | |||||||
| PO BOX 5312 | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $7,500 |
| MUSCOGEE COUNTY SCHOOL DISTRICT | |||||||
| 2960 MACON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $400,000 |
| NAOMI'S VILLAGE | |||||||
| PO BOX 270057 | FLOWER MOUND | TX | 750270057 | UNRELATED | PC | GENERAL AND OPERATING | $77,500 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K ST WW 550 | WASHINGTON | DC | 20006 | UNRELATED | PC | GENERAL AND OPERATING | $2,000 |
| NATIONAL CENTER FOR YOUTH ISSUES (258 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 22185 | CHATTANOOGA | TN | 374222185 | UNRELATED | PC | GENERAL AND OPERATING | $50,540 |
| NATIONAL CENTER FOR YOUTH ISSUES | |||||||
| PO BOX 22185 | CHATTANOOGA | TN | 374222185 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| NATURE NOW INC (444 SHS COCA-COLA CO) | |||||||
| PO BOX 1531 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $25,219 |
| NEXT GENERATION FOCUS | |||||||
| 6755 MAJORS ROAD | CUMMING | GA | 30040 | UNRELATED | PC | GENERAL AND OPERATING | $25,000 |
| OPEN DOOR COMMUNITY HOUSE INC (1787 SHS COCA COLA CO) | |||||||
| 2405 2ND AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $100,269 |
| PASTORAL INSTITUTE (893 SHS COCA COLA CO) | |||||||
| 2022 15TH AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $49,847 |
| PASTORAL INSTITUTE | |||||||
| 2022 15TH AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $40,000 |
| PIEDMONT COLUMBUS REGIONAL FOUNDATION (1041 SHS GLOBAL PAYMENTS) | |||||||
| 710 CENTER STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $200,798 |
| PIEDMONT COLUMBUS REGIONAL FOUNDATION (314 SHS GLOBAL PAYMENTS) | |||||||
| 710 CENTER STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $50,497 |
| PIEDMONT COLUMBUS REGIONAL FOUNDATION (51 SHS GLOBAL PAYMENTS) | |||||||
| 710 CENTER STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $10,223 |
| PRISON FELLOWSHIP | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| REFLECTIONS MINISTRIES | |||||||
| 1 PIEDMONT CENTER SUITE 130 | ATLANTA | GA | 30305 | UNRELATED | PC | GENERAL AND OPERATING | $15,000 |
| RIGHT FROM THE START (1073 SHS COCA COLA CO) | |||||||
| 301 11TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $60,206 |
| RIVERCENTER FOR THE PERFORMING ARTS (395 SHS SYNOVUS FINL CORP) | |||||||
| PO BOX 2425 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $18,225 |
| SAFE HOUSE MINISTRIES (181 SHS GLOBAL PAYMENTS) | |||||||
| 2101 HAMILTON ROAD | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $35,311 |
| SAFE HOUSE MINISTRIES (474 SHS COCA COLA CO) | |||||||
| 2101 HAMILTON ROAD | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $25,084 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | UNRELATED | PC | GENERAL AND OPERATING | $45,000 |
| SOUND CHOICES PREGNANCY CLINIC (438 SHS SYNOVUS FINL CORP) | |||||||
| 1316 WYNNTON COURT | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $20,209 |
| SOUND CHOICES PREGNANCY CLINIC | |||||||
| 1316 WYNNTON COURT | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $20,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 100 PEACHTREE ST 2080 | ATLANTA | GA | 30303 | UNRELATED | PC | GENERAL AND OPERATING | $11,640 |
| ST ANDREWS PRESBYTERIAN CHURCH | |||||||
| 4980 HANCOCK ROAD | MIDLAND | GA | 31820 | UNRELATED | PC | GENERAL AND OPERATING | $25,000 |
| ST ANNE PACELLI CATHOLIC CHURCH (154 SHS GLOBAL PMTS) | |||||||
| 2020 KAY CIRCLE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $20,069 |
| ST LUKE UNITED METHODIST CHURCH | |||||||
| 1104 2ND AVE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $300,000 |
| STANDING BOY INC | |||||||
| 1701-1891 OLD RIVER ROAD | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| STATE CHARTER SCHOOLS FOUNDATION | |||||||
| 205 JESSE HILL JR DR SE | ATLANTA | GA | 30303 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| STEPS2WALK (1038 SHS SYNOVUS FINL CORP) | |||||||
| 4950 YOSEMITE ST F2-392 | GREENWOOD VILLAGE | CO | 80111 | UNRELATED | PC | GENERAL AND OPERATING | $51,381 |
| STEWART COMMUNITY HOME (1845 SHS COCA COLA CO) | |||||||
| 1125 15TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $100,202 |
| TAKE THE CITY | |||||||
| 2910 2ND AVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| TEEN CHALLENGE INTERNATIONAL INC (509 SHS SYNOVUS FINL CORP) | |||||||
| 15 WEST 10TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $23,485 |
| TEEN CHALLENGE INTERNATIONAL INC | |||||||
| 15 WEST 10TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $176,700 |
| THE 18TH WARD | |||||||
| 3329 BELL STREET | NEW ORLEANS | LA | 70119 | UNRELATED | PC | GENERAL AND OPERATING | $25,000 |
| THE PATH PROJECT | |||||||
| PO BOX 1309 | SNELLVILLE | GA | 30078 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| THE TRUTH (319 SHS SYNOVUS FINL CORP) | |||||||
| 1820 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $15,140 |
| TRUTH SPRING (1298 SHS GLOBAL PAYMENTS) | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $250,267 |
| TRUTH SPRING (105 SHS GLOBAL PAYMENTS) | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $20,280 |
| TRUTH SPRING (2185 SHS SYNOVUS FINL CORP) | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $100,029 |
| TRUTH SPRING (235 SHS GLOBAL PAYMENTS) | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $39,936 |
| TRUTH SPRING (3640 SHS SYNOVUS FINL CORP) | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $167,950 |
| TRUTH SPRING (4727 SHS COCA COLA CO) | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $250,153 |
| TRUTH SPRING (763 SHS GLOBAL PAYMENTS) | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $150,120 |
| TRUTH SPRING (85 SHS GLOBAL PAYMENTS) | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $16,724 |
| TRUTH SPRING | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (167 SHS GLOBAL PMTS) | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $20,090 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (2858 SHS SYNOVUS FINL) | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $141,071 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (468 SHS GLOBAL PAYMENTS | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $79,531 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (470 SHS COCA COLA CO) | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $25,709 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (8293 SHS COCA COLA CO) | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $500,670 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (926 SHS COCA COLA CO) | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $50,356 |
| UPTOWN COLUMBUS (35 SHS GLOBAL PAYMENTS)' | |||||||
| 25 W 10TH ST 4 | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $6,887 |
| WESTMINSTER SCHOOL (46 SHS GLOBAL PAYMENTS) | |||||||
| 2303 DOUBLE CHURCHES ROAD | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $10,032 |
| WYNN HOUSE (592 SHS GLOBAL PAYMENTS) | |||||||
| 1240 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $125,060 |
| YOUNG LIFE (329 SHS SYNOVUS FINL CORP) | |||||||
| 2750 SOWEGA DR | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $15,180 |
| YOUNG LIFE | |||||||
| 2750 SOWEGA DR | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $32,000 |
| YOUTH ORCHESTRA ASSOCIATION OF GREATER COLUMBUS INC (84 SHS ACCUITY BRAND) | |||||||
| PO BOX 8612 | COLUMBUS | GA | 319088612 | UNRELATED | PC | GENERAL AND OPERATING | $10,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,752,745 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF THE CHATTAHOOCHEE VALLEY | |||||||
| 1700 BUENA VISTA ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $500,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||||
| 1575 NORTHEAST EXPRESSWAY NE | BROOKHAVEN | GA | 30329 | UNRELATED | PC | GENERAL AND OPERATING | $666,666 |
| COLUMBUS MUSEUM | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $1,000,000 |
| DRAGONFLY TRAILS | |||||||
| 10TH AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $500,000 |
| MERCER UNIVERSITY | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | UNRELATED | PC | GENERAL AND OPERATING | $600,000 |
| MILL DISTRICT | |||||||
| PO BOX 5312 | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $15,000 |
| PIEDMONT COLUMBUS REGIONAL FOUNDATION | |||||||
| 710 CENTER STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $200,000 |
| SALVATION ARMY | |||||||
| 615 MANCHESTER EXPRESSWAY | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $1,000,000 |
| TRUTH SPRING | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $250,000 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION | |||||||
| POBOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $4,050,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,781,666 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,848 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,700,964 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,576 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,006,724 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,933,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,933,112 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| TR #31A380018 2012 SARAH T BUTLER CHARITABLE LEAD TRUST | |||||||
| 1 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $299,091 | Yes (X) | |
| STEPHEN T BUTLER | |||||||
| 2 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $50,000 | Yes (X) | |
| STEPHEN T BUTLER | |||||||
| 3 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $1,420,308 | Yes (X) | |
| STEPHEN T BUTLER | |||||||
| 4 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $351,766 | Yes (X) | |
| TR #31A401012 MARIE T MOSHELL CLAT EFF 7-31-18 | |||||||
| 5 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $36 | Yes (X) | |
| TR #31A401012 MARIE T MOSHELL CLAT EFF 7-31-18 | |||||||
| 6 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $565,436 | Yes (X) | |
| WILLIAM B TURNER JR | |||||||
| 7 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $401,244 | Yes (X) | |
| KENT H BUTLER | |||||||
| 8 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $750,648 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 10,610 SHS GLOBAL PMTS INC | $1,420,308 | 2021-12-22 |
| 4 | 9,958 SHS GREEN DOT CORP CL A | $351,766 | 2021-12-22 |
| 6 | 2,381 SHS GLOBAL PMTS INC | $565,436 | 2021-01-12 |
| 7 | 8,756 SHS SYNOVUS FINL CORP | $401,244 | 2021-12-03 |
| 8 | 12,978 SHS COCA COLA CO | $750,648 | 2021-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING FEES | CategoryTxt |
| Amt | $79,549 | Amt |
| Net Investment Income | $79,549 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELOCO FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 319020140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-12-01 | GrantDt |
| Grant | $194,726 | GrantAmt |
| Purpose Of Grant | SEE PDF ATTACHMENT | PurposeOfGrantTxt |
| Expended By Grantee | $194,726 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 05/27/2022 | DatesOfReportsByGranteeTxt |
| Verification | 2022-05-27 | VerificationDt |
| Results Of Verification | SEE PDF ATTACHMENT | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TR #62-A001-20-5 BONDS - SEE ATTACHMENT | $7,173,746 | $7,196,363 |
| TR #62-A001-28-8 BONDS - SEE ATTACHMENT | $527,963 | $524,301 |
| TR #62-A095-04-1 - SEE ATTACHMENT | $1,106,249 | $1,102,323 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COCA-COLA - 760,832 SHARES | $584,306 | $45,048,863 |
| SYNOVUS FINANCIAL CORPORATION - 448,492 SHARES | $5,073,911 | $21,425,237 |
| GLOBAL PAYMENTS INC - 566,556 SHARES | $19,300,662 | $76,587,040 |
| TR #62-A097-03-9 - SEE ATTACHMENT | $3,371,088 | $3,480,655 |
| GREEN DOT CORP CL A | $1 | $360,878 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BUTLER) | AT COST | $613,585 | $925,360 |
| BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BALL) | AT COST | $2,474,458 | $3,317,862 |
| BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC | AT COST | $3,363,675 | $5,586,294 |
| BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (RAMSAY) | AT COST | $2,394,985 | $3,200,803 |
| BAY AVENUE OPPORTUNITY FUND, LLC | AT COST | $30,527 | $51,462 |
| BUTLER FAMILY INVESTMENTS, LLC | AT COST | $1,291,521 | $1,840,389 |
| TR. #62-A001-30-4 SECURITIES - SEE ATTACHMENT | AT COST | $17,413,603 | $23,492,961 |
| TR. #62-A001-31-2 SECURITIES - SEE ATTACHMENT | AT COST | $2,947,667 | $4,001,482 |
| TR. #62-A097-08-8 SECURITIES - SEE ATTACHMENT | AT COST | $1,731,815 | $1,750,204 |
| TR. #62-A097-09-6 SECURITIES - SEE ATTACHMENT | AT COST | $8,161,738 | $11,250,118 |
| TR. #62-A095-03-3 SECURITIES - SEE ATTACHMENT | AT COST | $5,152,269 | $10,421,421 |
| TR. #62-A001-05-6 SECURITIES - SEE ATTACHMENT | AT COST | $2,472,497 | $3,777,905 |
| TR. #62-A001-13-0 SECURITIES - SEE ATTACHMENT | AT COST | $1,410,390 | $1,682,638 |
| BUTLER FAMILY INVESTMENTS II, LLC | AT COST | $464,795 | $967,526 |
| USIP I, LLC | AT COST | $91,236 | $154,703 |
| MIDDLEGROUND PARTNERS I, LP | AT COST | $403,749 | $526,576 |
| IRONSIDES OFFSHORE DIRECT INVESTMENT FUND V, LP | AT COST | $415,444 | $667,348 |
| LEGACY VENTURES X, LLC | AT COST | $947,594 | $991,045 |
| BUTLER FAMILY INVESTMENTS III, LLC | AT COST | $427,169 | $891,120 |
| CHALLEN PARTNERS LTD | AT COST | $2,001,333 | $2,067,312 |
| BUTLER FAMILY INVESTMENTS IV, LLC | AT COST | $483,296 | $563,457 |
| MSD PRIVATE CREDIT OPPORTUNITY FUND 2, LP | AT COST | $673,484 | $751,719 |
| VISTA CREDIT PARTNERS FUND III, LP | AT COST | $308,872 | $789,597 |
| BUTLER FAMILY INESTMENTS V, LLC | AT COST | $158,729 | $158,729 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT - HISTORIC COLUMBUS FOUNDATION | $433,000 | $433,000 | $433,000 |
| PROGRAM RELATED INVESTMENT - NEIGHBORWORKS COLUMBUS | $1,000,000 | $1,000,000 | $1,000,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN F.M.V. & BOOK VALUE OF CONTRIBUTIONS RECEIVED | Desc |
| Amt | $2,808,276 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN CONVERSION & OTHER EXPENSES | $9,378 | $9,378 | $0 |
| DEDUCTIONS FROM PASSTHROUGH ENTITIES | $185,470 | $185,470 | $0 |
| NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH ENTITIES | $56,522 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VARIOUS | $3,461 | $3,461 | $3,461 |
| VARIOUS PASSTHROUGH ENTITIES | $179,115 | $179,115 | $179,115 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFERENCE BETWEEN F.M.V. & BOOK VALUE OF CONTRIB. PAID-SEE SCHED. ATTACHED | $6,417,887 |
| ADJUST CARRYING VALUE OF INVESTMENTS | $1,914,764 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT & MANAGEMENT FEES | CategoryTxt |
| Amt | $650,396 | Amt |
| Net Investment Income | $650,396 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE ATTACHED LIST | PersonNm |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $60,000 | $0 | $0 |
| FOREIGN TAXES | $30,949 | $30,949 | $0 |