SARTAIN LANIER FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SARTAIN LANIER FAMILY FOUNDATION INC (EIN 58-6045056)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349104624
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:42:16-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586045056 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SARTAIN LANIER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SART | BusinessNameControlTxt |
| Phone | 4045641259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE STREET 3950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA E LUMMUS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4045641259 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | LUMMUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $119,164,281 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,680,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,674,084 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,841,674 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,237,128 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,841,674 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37,785 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,785 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,560,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,518,543 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $198,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,875 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $178,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $31,093 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,109 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $27,984 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,455 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,455 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,580 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,580 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $200,830 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $166,599 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,231 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $13,365 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $13,365 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,641 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,841 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,800 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,057 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,006 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,051 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $880 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $880 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,754 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,718 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,036 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $537,985 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $203,728 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $334,257 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,822,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,822,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,360,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $203,728 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,157,047 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,199,519 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,314,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,033 | CashBOYAmt |
| Cash EOY | $93,595 | CashEOYAmt |
| Cash EOYFMV | $93,595 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,566,221 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,739,133 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,739,133 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,353,437 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,353,437 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,353,437 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $54,377,701 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,417,365 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,417,365 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $36,711,125 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,560,751 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,560,751 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $92,676,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,164,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,164,281 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $143 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $131 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $297,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $297,643 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $131 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $92,378,437 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $119,164,150 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,378,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $119,164,150 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,676,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $119,164,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,378,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,199,519 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,586,194 | OtherIncreasesAmt |
| Subtotal | $119,164,150 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $119,164,150 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $9,149,102 | $8,395,148 | $753,954 | $753,954 | |
| PASS-THRU NII FROM K-1 INVESTMENTS | $2,954,915 | $2,954,915 | $2,954,915 | ||
| PASS-THRU K-1 UBI | $306 | -$306 | -$306 | ||
| CAPITAL GAINS DIVIDENDS | $1,133,111 | $1,133,111 | $1,133,111 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,841,674 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87,776 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87,776 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87,776 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,516 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $82,516 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $450 | EsPenaltyAmt |
| Tax Due | $5,710 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.LANIERFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PATRICIA E LUMMUS EXECUTIVE DIREC | IndividualWithBooksNm |
| Phone | 4045641259 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE STREET 3950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN S LANIER | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE & CHAIR | 1.00 | $2,000 | $0 | $0 |
| V WHITSON LANIER JR | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| LIZA LANIER JANCIK | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| P ALEX LIVINGSTON III | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| CLAUDIA M LIVINGSTON | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| THOMAS C CHUBB III | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| MARK B RILEY | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| E JENNER WOOD III | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| PATRICIA E LUMMUS | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | EXECUTIVE DIRECTOR | 40.00 | $182,750 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LCG ASSOCIATES INC | |||||
| 400 GALLERIA PKWY STE 1800 | ATLANTA | GA | 30339 | INVESTMENT CONSULTING | $100,000 |
| MAKENA CAPITAL MANGEMENT LLC | |||||
| 2755 SAND HILL RD UNIT 200 | MENLO PARK | CA | 94025 | INVESTMENT MANAGEMENT | $56,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $106,700,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,418,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,119,147 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $109,119,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,636,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,482,360 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,374,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,374,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,776 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87,776 | TotalTaxAmt |
| Distributable Before Adj | $5,286,342 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,286,342 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,286,342 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,157,047 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,157,047 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,286,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,494,243 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,157,047 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,494,243 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $662,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,623,538 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANICE BONTEMPO GRANTS MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE STREET SUITE 3950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4045641259 | RecipientPhoneNum |
| Recipient Email Address | JANICE@LANIERFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/ | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 3DEJUNIOR ACHIEVEMENT | ||||||||
| 3565 PIEDMONT ROAD NE BUILDING ONE | SUITE 460 | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS ATLANTA CHAPTER | ||||||||
| PO BOX 52124 | ATLANTA | GA | 303550124 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $7,500 | |
| AMERICAN RED CROSS OF GEORGIA | ||||||||
| 1955 MONROE DR NE | ATLANTA | GA | 30324 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| ANDREW P STEWART CENTER | ||||||||
| PO BOX 17772 | ATLANTA | GA | 30316 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ASCENSA HEALTH | ||||||||
| 139 RENAISSANCE PARKWAY NE | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ATLANTA BELTLINE PARTNERSHIP | ||||||||
| 112 KROG ST NE SUITE 14 | ATLANTA | GA | 30307 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| ATLANTA CHILDREN'S SHELTER INC | ||||||||
| PO BOX 54322 | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ATLANTA COMMUNITY FOOD BANK | ||||||||
| 3400 NORTH DESERT DRIVE | ATLANTA | GA | 30344 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $33,000 | |
| ATLANTA GIRLS' SCHOOL | ||||||||
| 3254 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ATLANTA MEMORIAL PARK CONSERVANCY | ||||||||
| PO BOX 11609 | ATLANTA | GA | 30355 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| ATLANTA NEIGHBORHOOD CHARTER SCHOOL INC DESIGNATED FOR CREATE TEACHER RESID | ||||||||
| 688 GRANT STREET | ATLANTA | GA | 30315 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| ATLANTA SPEECH SCHOOL | ||||||||
| 3160 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $80,000 | |
| ATLANTA VOLUNTEER LAWYERS FOUNDATION | ||||||||
| 235 PEACHTREE STREET SUITE 1750 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| ATLANTA YOUTH ACADEMY | ||||||||
| 2120 FORREST PARK ROAD | ATLANTA | GA | 30315 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 | |
| BEN FRANKLIN ACADEMY | ||||||||
| 1585 CLIFTON ROAD NE | ATLANTA | GA | 30329 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| BREAKTHROUGH ATLANTA | ||||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 303273099 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| BUCKHEAD CHRISTIAN MINISTRY | ||||||||
| THE MURRAY BUILDING 2847 PIEDMONT | ROAD NE | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| CANDID - SOUTH | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $2,000 | |
| CHATTAHOOCHEE NATURE CENTER | ||||||||
| PO BOX 769769 | ROSWELL | GA | 30076 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| CHATTAHOOCHEE RIVERKEEPER | ||||||||
| 916 JOSEPH LOWERY BOULEVARD NW | SUITE 3 | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $7,000 |
| CITY OF REFUGE INC | ||||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 303142032 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA DESIGNATED FOR LEARN4LIFE | ||||||||
| 191 PEACHTREE ST NE SUITE 1000 | ATLANTA | GA | 30317 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) | ||||||||
| 75 MARIETTA ST NW SUITE 404 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| COVENANT HOUSE GEORGIA | ||||||||
| PO BOX 94465 | ATLANTA | GA | 30377 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| EAST LAKE FOUNDATION INC | ||||||||
| 2606 ALSTON DRIVE SE | ATLANTA | GA | 30317 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| EMORY MEDICINE WOODRUFF HEALTH SCIENCES CENTER | ||||||||
| EMORY UNIVERSITY DEVELOPMENT AND | ALUMNI RELATIONS 1440 CLILFTON ROAD | ATLANTA | GA | 30322 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $333,000 |
| FCS URBAN MINISTRIES INC | ||||||||
| PO BOX 17628 | ATLANTA | GA | 30316 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| FIRST STEP STAFFING | ||||||||
| 236 AUBURN AVENUE SUITE 203 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| FORWARD ARTS FOUNDATION | ||||||||
| 3130 SLATON DRIVE | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| GEORGIA CENTER FOR NONPROFITS | ||||||||
| 100 PEACHTREE STREET SUITE 1500 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| GEORGIA CONSERVANCY | ||||||||
| 230 PEACHTREE STREET NW SUITE 2275 | ATLANTA | GA | 303031559 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| GEORGIA JUSTICE PROJECT | ||||||||
| 438 EDGEWOOD AVENUE | ATLANTA | GA | 30312 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| GEORGIA PARTNERSHIP FOR EXCELLENCE IN EDUCATION | ||||||||
| 270 PEACHTREE ST STE 2200 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| GEORGIA SOFT GOODS EDUCATION FOUNDATION INC | ||||||||
| 305 DALTON DRIVE | RALEIGH | NC | 27615 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| HANDS ON ATLANTA | ||||||||
| 600 MEANS ST NW STE 100 | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| HISTORIC OAKLAND FOUNDATION INC | ||||||||
| 248 OAKLAND AVENUE SE | ATLANTA | GA | 30312 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| HORIZONS ATLANTA | ||||||||
| 177 NORTH AVE NW 3RD FLOOR SUITE 11 | ATLANTA | GA | 30332 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| LAAMISTAD INC | ||||||||
| 3434 ROSWELL RD | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| LIFECYCLE BUILDING CENTER | ||||||||
| 1116 MURPHY AVENUE SW | ATLANTA | GA | 30310 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| MELANATED PEARL CORPORATION | ||||||||
| 11071 PANHANDLE ROAD 2ND FLOOR | HAMPTON | GA | 30228 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| MR TOM'S HEART | ||||||||
| 24 WATERFORD COURT | ATLANTA | GA | 30328 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| MUSEUM OF CONTEMPORARY ART OF GEORGIA (MOCA) | ||||||||
| 75 BENNETT ST SUITE M1 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | NONE | PC | GREATER ATLANTA COVID-19 RESPONSE AND RECOVERY FUND | $1,000 | |
| NATIONAL COUNCIL ON TEACHER QUALITY | ||||||||
| 1032 15TH STREET NW 242 | WASHINGTON | DC | 20005 | NONE | PC | SARTAIN LANIER FAMILY FOUNDATION FUND | $10,000 | |
| NEXT GENERATION MEN INC | ||||||||
| PO BOX 89154 | ATLANTA | GA | 30312 | NONE | PC | GREATER ATLANTA COVID-19 RESPONSE AND RECOVERY FUND & NEIGHBORHOOD NEXUS FUND | $15,000 | |
| ODYSSEY | ||||||||
| 1424 W PACES FERRY RD | ATLANTA | GA | 30327 | NONE | PC | "EVERY STUDENT EVERY COMMUNITY" FUND/REDEFINED ATLANTA | $30,000 | |
| ONEGOAL-METRO ATLANTA | ||||||||
| 590 MEANS STREET NW SUITE 104 | ATLANTA | GA | 30318 | NONE | PC | EDUCATION PHILANTHROPIC COLLABORATIVE FUND | $25,000 | |
| OPEN DOORS SOLUTIONS INC | ||||||||
| 2872 WOODCOCK BLVD SUITE 211 | ATLANTA | GA | 30341 | NONE | PC | LEARN4LIFE FUND | $20,000 | |
| PARK PRIDE | ||||||||
| PO BOX 4936 | ATLANTA | GA | 30302 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| PATH FOUNDATION | ||||||||
| 1601 WEST PEACHTREE STREET | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $34,000 | |
| PIEDMONT HEALTHCARE FOUNDATION | ||||||||
| 2001 PEACHTREE ROAD NE SUITE 400 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | |
| PRO BONO PARTNERSHIP OF ATLANTA | ||||||||
| SUITE 2300 999 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| PROMISE686 | ||||||||
| 19 HOLCOMB BRIDGE ROAD | NORCROSS | GA | 30071 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| REACH FOR EXCELLENCE | ||||||||
| 3790 ASHFORD DUNWOODY ROAD | ATLANTA | GA | 30319 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| SKYLAND TRAIL | ||||||||
| 1961 NORTH DRUID HILLS ROAD | ATLANTA | GA | 30329 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $12,000 | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||||||
| 100 PEACHTREE STREET SUITE 2080 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,290 | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS DESIGNATED FOR GEORGIA GRANTMAKERS ALLI | ||||||||
| C/O SOUTHEASTERN COUNCIL OF | FOUNDATIONS 100 PEACHTREE STREET NW | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| TEACH FOR AMERICA - METRO ATLANTA | ||||||||
| 1360 PEACHTREE ST NE 11TH FLOOR | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 | |
| THE BOYCE L ANSLEY SCHOOL | ||||||||
| 120 RALPH MCGILL BOULEVARD BUILDING | 3 SUITE B1 | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| THE KINDEZI SCHOOLS | ||||||||
| 950 JOSEPH E LOWERY BLVD NW STE 18 | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| THE LOVETT SCHOOL | ||||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 303273099 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| THE NATURE CONSERVANCY-GEORGIA | ||||||||
| 50 HURT PLAZA STE 1100 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| THE SCHOLARSHIP ACADEMY | ||||||||
| 215 LAKEWOOD WAY SUITE 108 | ATLANTA | GA | 30331 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| THE WESTMINSTER SCHOOLS | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| THE WESTMINSTER SCHOOLS | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $333,000 | |
| TRAINING & COUNSELING CENTER AT ST LUKE'S | ||||||||
| 435 PEACHTREE STREET NE | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| TREES ATLANTA | ||||||||
| 225 CHESTER AVENUE SE | ATLANTA | GA | 30316 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| TRUANCY INTERVENTION PROJECT GEORGIA INC | ||||||||
| 395 PRYOR STREET SUITE 4122 | ATLANTA | GA | 30312 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| UAB SCHOOL OF MEDICINE DEPARTMENT OF NEUROLOGY | ||||||||
| AB 1264 1720 2ND AVENUE SOUTH | BIRMINGHAM | AL | 352940112 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $250,000 | |
| UNITED WAY OF GREATER ATLANTA | ||||||||
| 40 COURTLAND STREET | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| UNIVERSITY OF GEORGIA FOUNDATION | ||||||||
| 1 PRESS PLACE | ATHENS | GA | 30602 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| UTOPIAN ACADEMY FOR THE ARTS | ||||||||
| 2750 FOREST PARKWAY | ELLENWOOD | GA | 30294 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2400 BLAKEMORE AVENUE | NASHVILLE | TN | 372123499 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 211 KIRKLAND HALL | NASHVILLE | TN | 37240 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 221 KIRKLAND HALL | NASHVILLE | TN | 37240 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $1,000,000 | |
| VISION TO LEARN | ||||||||
| 12100 WILSHIRE BLVD SUITE 1275 | LOS ANGELES | CA | 90025 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| VOICES FOR GEORGIA'S CHILDREN | ||||||||
| 75 MARIETTA ST NW SUITE 401 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| WHITEFOORD COMMUNITY PROGRAM | ||||||||
| 1353 GEORGE W BRUMLEY WAY SE | ATLANTA | GA | 30317 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| WOODRUFF ARTS CENTER | ||||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| YEAR UP ATLANTA | ||||||||
| 730 PEACHTREE STREET NE SUITE 900 | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 | |
| YMCA OF METROPOLITAN ATLANTA | ||||||||
| 569 MARTIN LUTHER KING JR DRIVE NW | ATLANTA | GA | 30314 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| ZION HILL COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 2741 BAYARD STREET | EAST POINT | GA | 30344 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,822,790 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,680,835 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,785 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,841,674 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL NII TAX REFUND | Desc |
| Related Or Exempt Function Incm | $35,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,525,294 | ExclusionAmt |
| Related Or Exempt Function Incm | $35,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,560,294 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | FEDERAL NII TAX REFUND | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,160 | Amt |
| Net Investment Income | $2,580 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,580 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY SECURITIES | $48,764,744 | $48,764,744 |
| MUTUAL FUNDS | $24,652,621 | $24,652,621 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $42,560,751 | BookValueAmt |
| EOYFMV | $42,560,751 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,455 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,455 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES, EXPENSE & POSTAGE | $2,887 | $289 | $2,598 |
| INFORMATION TECHNOLOGY & TELEPHONE | $2,906 | $291 | $2,615 |
| INSURANCE | $3,760 | $376 | $3,384 |
| ASSOCIATION DUES & MEMBERSHIPS | $1,930 | $0 | $1,930 |
| BANK CHARGES | $3,171 | $317 | $2,854 |
| MISCELLANEOUS | $797 | $80 | $717 |
| NON-CAPITALIZED EQUIPMENT/RENTALS/REPAIRS | $27,303 | $365 | $26,938 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $2,785 | $2,785 | $2,785 |
| FEDERAL NII TAX REFUND | $35,000 | $35,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED PORTFOLIO APPRECIATION/GAINS (DEPRECIATION/LOSSES) | Desc |
| Amt | $24,586,194 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $297,500 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING & MANAGEMENT | $166,134 | $166,134 | $0 |
| PAYROLL & RETIREMENT PLAN FEES | $4,651 | $465 | $4,186 |
| OTHER CHARITABLE CONSULTING | $30,045 | $0 | $30,045 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $13,895 | $1,390 | $12,505 |
| MISC TAXES | $6,746 | $6,451 | $295 |
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