QUADRAM CHRISTIAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- QUADRAM CHRISTIAN FOUNDATION INC (EIN 58-1532360)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349103324
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:00:44-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842919748 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LE CPA GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 CONSTITUTION BLVD | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30046 | 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 | 581532360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUADRAM CHRISTIAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | QUAD | BusinessNameControlTxt |
| Phone | 4043177263 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE QUAD WAY | AddressLine1Txt |
| City | NORCROSS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300932919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OTIS JONES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | OTIS | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DALE G EICH CPA | PreparerPersonNm |
| PTIN | P01216342 | PTIN |
| Phone | 7709636521 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| 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 | $11,233,973 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,925,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,025,498 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,925,675 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$5,777 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$5,777 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,065,511 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,970,985 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$5,777 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,798 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $380 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,418 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $867 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $87 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $780 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $90 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $81 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $760 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $568 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $192 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,271 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $560,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $560,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $577,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $575,271 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,487,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,968,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $286,178 | CashBOYAmt |
| Cash EOY | $904,088 | CashEOYAmt |
| Cash EOYFMV | $904,090 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $250,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $250,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $250,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $300 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,490 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,490 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,154,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,047,411 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,073,393 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,540,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,207,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,233,973 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,540,997 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,207,989 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,540,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,207,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,540,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,207,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,540,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,487,996 | ExcessRevenueOverExpensesAmt |
| Other Increases | $186,094 | OtherIncreasesAmt |
| Subtotal | $7,215,087 | SubtotalAmt |
| Other Decreases | $7,098 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,207,989 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS | P | 2019-01-01 | 2021-12-31 | $15,311 | $4,923 | $10,388 | $10,388 |
| INTERACTIVE BROKERS | P | 2019-01-01 | 2021-12-31 | $1,995,933 | $94,900 | $1,901,033 | $1,901,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,925,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,365 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,365 | SubtotalAmt |
| Tax Based On Investment Income | $27,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,190 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,190 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $21,203 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | OTIS JONES | IndividualWithBooksNm |
| Phone | 4043177263 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE QUAD WAY | AddressLine1Txt |
| City | NORCROSS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300932919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OTIS JONES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE QUAD WAY | AddressLine1Txt |
| City | NORCROSS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300932919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,014,900 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $250,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,385,562 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,385,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,783 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,214,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $560,739 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $560,739 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,365 | TotalTaxAmt |
| Distributable Before Adj | $533,374 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $533,374 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $533,374 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $575,271 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $575,271 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $533,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $502,716 | UndistributedIncomePYAmt |
| Qualifying Distributions | $575,271 | QualifyingDistributionsAmt |
| Applied To Year1 | $502,716 | AppliedToYear1Amt |
| Applied To Current Year | $72,555 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $460,819 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| FIRST BAPTIST CHURCH DULUTH | |||||
| 2908 HIGHWAY 120 | DULUTH | GA | 30096 | MISSION TRIPS AND GIVING | $200,000 |
| THE HAVEN AT HEBRON | |||||
| 202 HEBRON CHURCH RD | DACULA | GA | 30019 | MINISTRY | $10,000 |
| ANDREW J YOUNG FOUNDATION | |||||
| 260 14TH STREET NW | ATLANTA | GA | 30318 | MINISTRY | $25,000 |
| GWINNETT METRO BAPTIST NETWORK | |||||
| 545 SCENIC HWY | LAWRENCEVILLE | GA | 30046 | MINISTRY | $300,000 |
| GOOD NEWS CENTER | |||||
| PO BOX 2135 | DULUTH | GA | 30096 | MINISTRY | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $560,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $10 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $293 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,310 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,254 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,911,421 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|---|
| HOLLY ENERGY | 900099 | -$4,986 | 14 |
| ENERGY TRANSFER | 900099 | -$791 | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$5,474 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,564 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,911,421 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,965,511 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENTRY ELECTRICAL GROUP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1755 N BROWN RD SUITE 200 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,798 | Amt |
| Net Investment Income | $380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,418 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERACTIVE BROKERS LLC | $5,902,820 | $9,848,724 |
| WEITZ VALUE FUND | $144,591 | $224,669 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $7,098 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSE | $213 | $21 | $192 |
| BROKERAGE FEE | $547 | $547 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| HOLLY ENERGY | -$4,986 | -$4,986 |
| ENERGY TRANSFER | -$791 | -$791 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| NONTAXABLE PARTNERSHIP DISTRIBUTION K-1 | $2,318 |
| NONTAXABLE PARTNERSHIP DISTRIBUTION K-1 | $9,186 |
| NONDIVIDEND DISTRIBUTIONS | $24,590 |
| PRIOR YEAR INVESTMENT | $150,000 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOAN RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $250,000 | BalanceDueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SENTRY ELECTRICAL GROUP | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1755 N BROWN RD SUITE 200 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30043 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $867 | Amt |
| Net Investment Income | $87 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $780 | DisbursementsCharitablePrpsAmt |
Comments