SARTAIN LANIER FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SARTAIN LANIER FAMILY FOUNDATION INC (EIN 58-6045056)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202103139349100400
- Schema version
- 2020v4.1
- 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
- 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 | 2021-11-09T00:11:48-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 950 LOWERY BOULEVARD NW NO 25 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30318 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA E LUMMUS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4045641259 | PhoneNum |
| Signature | 2021-11-08 | 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 | 2021-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $92,676,080 | 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 | $2,332,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,059,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$587,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,380,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $248,768 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,125 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,749,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,308,119 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $191,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $171,900 | 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 |
| Accounting Fees Rev And Expnss | $19,353 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,049 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,304 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $383,710 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $328,772 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $54,938 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $125 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $125 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $133,425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,342 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,082 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $21,456 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,146 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,310 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,844 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,844 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,826 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,774 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $819,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $366,344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $333,261 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,301,956 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,301,956 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,121,561 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $366,344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,635,217 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,372,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $941,775 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $152,778 | CashBOYAmt |
| Cash EOY | $21,033 | CashEOYAmt |
| Cash EOYFMV | $21,033 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,008,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,566,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,566,221 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $57,503,096 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,377,701 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,377,701 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $31,285,904 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,711,125 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,711,125 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $91,950,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,676,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,676,080 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $143 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $297,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $297,643 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $91,950,774 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $92,378,437 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,950,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $92,378,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,950,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,676,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,950,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,372,345 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,800,008 | OtherIncreasesAmt |
| Subtotal | $92,378,437 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $92,378,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $9,359,711 | $9,947,022 | -$587,311 | -$587,311 |
| PASS-THRU NII FROM K-1 INVESTMENTS | $836,079 | $836,079 | $836,079 | |
| PASS-THRU K-1 UBI | $184,977 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $248,768 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,607 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $70,607 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $57,516 | OverpaymentAmt |
| Applied To ES Tax | $57,516 | 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 | 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 | 950 LOWERY BOULEVARD NW NO 25 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30318 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| J HICKS LANIER | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE & CHAIR | 1.00 | $2,000 | $0 | $0 |
| CECIL D CONLEE | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE & VICE CHAIR | 1.00 | $2,000 | $0 | $0 |
| JULIE LANIER BALLOUN | ||||||||
| 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 |
| STEPHEN S LANIER | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 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 |
| CLAUDIA M LIVINGSTON | ||||||||
| 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 |
| 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 | $173,000 | $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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MAKENA CAPITAL MANGEMENT LLC | |||||
| 2755 SAND HILL RD UNIT 200 | MENLO PARK | CA | 94025 | INVESTMENT MANAGEMENT | $203,623 |
| LCG ASSOCIATES INC | |||||
| 400 GALLERIA PKWY STE 1800 | ATLANTA | GA | 30339 | INVESTMENT CONSULTING | $100,000 |
| MARK B RILEY | |||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | ADVISORY CONSULTING | $50,760 |
| 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 | $76,914,563 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,594,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,508,882 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,508,882 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,192,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,316,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,915,812 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,915,812 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,091 | TotalTaxAmt |
| Distributable Before Adj | $3,902,721 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,902,721 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,902,721 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,635,217 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,635,217 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,635,217 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,902,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,226,739 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,635,217 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,226,739 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $408,478 | 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 | $3,494,243 | 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 | 950 LOWREY BLVD STE 25 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30318 | 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 (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 3DE NATIONAL LLC | ||||||||
| 1155 PEACHTREE STREET SUITE 900 | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| ANDREW P STEWART CENTER | ||||||||
| 987 IRA STREET SW PO BOX 17772 | ATLANTA | GA | 30316 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ARCS FOUNDATION ATLANTA CHAPTER | ||||||||
| PO BOX 52124 | ATLANTA | GA | 30355 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $7,500 | |
| ASCENSA HEALTH AT ST JUDES RECOVERY CENTER INC | ||||||||
| 139 RENAISSANCE PKWY NE | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ATLANTA BELTLINE PARTNERSHIP INC | ||||||||
| 112 KROG ST NE STE 14 | ATLANTA | GA | 30307 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| ATLANTA BOTANICAL GARDEN INC | ||||||||
| 1345 PIEDMONT AVENUE NE | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| 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 | ||||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $33,000 | |
| ATLANTA FAMILIES' AWARDS FOR EXCELLENCE IN EDUCATION INC | ||||||||
| 1266 W PACES FERRY RD 151 | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $17,500 | |
| ATLANTA GIRLS' SCHOOL | ||||||||
| 3254 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ATLANTA MEMORIAL PARK CONSERVANCY INC | ||||||||
| PO BOX 11609 | ATLANTA | GA | 30355 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| ATLANTA MUSIC PROJECT INC | ||||||||
| ATLANTA MUSIC PROJECT CENTER FOR | ATLANTA | GA | 30310 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | PERFORMANCE AND EDUCATION 883 DILL |
| ATLANTA PARTNERSHIP FOR BUSINESS & EDUCATION INC | ||||||||
| 130 TRINITY AVE SW | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| ATLANTA SHAKESPEARE COMPANY | ||||||||
| 499 PEACHTREE STREET NE | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| 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 | $30,000 | |
| ATLANTA YOUTH ACADEMY | ||||||||
| 2120 FORREST PARK ROAD | ATLANTA | GA | 30315 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 | |
| BEARINGS BIKE SHOP | ||||||||
| 982 MURPHY AVENUE SW | ATLANTA | GA | 30310 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $33,333 | |
| BEN FRANKLIN ACADEMY | ||||||||
| 1585 CLIFTON ROAD NE | ATLANTA | GA | 30329 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| BOYS & GIRLS CLUBS OF METRO ATLANTA INC | ||||||||
| 1275 PEACHTREE STREET NE SUITE 500 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 | |
| BUCKHEAD CHRISTIAN MINISTRY INC | ||||||||
| 2847 PIEDMONT ROAD NE | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| CANDID SOUTH | ||||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $2,000 | |
| CANINE ASSISTANTS | ||||||||
| 3160 FRANCIS ROAD | MILTON | GA | 30004 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| CHATTAHOOCHEE NATURE CENTER | ||||||||
| PO BOX 769769 | ROSWELL | GA | 30076 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| CHATTAHOOCHEE RIVERKEEPER | ||||||||
| 3 PURITAN MILL SUITE 3 916 JOSEPH | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $7,000 | LOWERY BOULEVARD NW |
| CHEMOFLAGE INC | ||||||||
| 5602 BROOK RIDGE DRIVE | DUNWOODY | GA | 30338 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $1,000 | |
| COMMUNITY ASSISTANCE CENTER | ||||||||
| 8607 ROSWELL RD | ATLANTA | GA | 30350 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | ||||||||
| 50 HURT PLAZA SE UNIT 449 | ATLANTA | GA | 30303 | NONE | PC | GREATER ATLANTA COVID-19 RESPONSE AND RECOVERY FUND | $150,000 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | ||||||||
| 50 HURT PLAZA SE UNIT 449 | ATLANTA | GA | 30303 | NONE | PC | SARTAIN LANIER FAMILY FOUNDATION FUND | $110,000 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | ||||||||
| 50 HURT PLAZA SE UNIT 449 | ATLANTA | GA | 30303 | NONE | PC | GREATER ATLANTA COVID-19 RESPONSE AND RECOVERY FUND & NEIGHBORHOOD NEXUS FUND | $100,000 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | ||||||||
| 50 HURT PLAZA SE UNIT 449 | ATLANTA | GA | 30303 | NONE | PC | "EVERY STUDENT EVERY COMMUNITY" FUND/REDEFINED ATLANTA | $50,000 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | ||||||||
| 50 HURT PLAZA SE UNIT 449 | ATLANTA | GA | 30303 | NONE | PC | EDUCATION PHILANTHROPIC COLLABORATIVE FUND | $15,000 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | ||||||||
| 50 HURT PLAZA SE UNIT 449 | ATLANTA | GA | 30303 | NONE | PC | LEARN4LIFE FUND | $10,000 | |
| COVENANT HOUSE GEORGIA | ||||||||
| 1559 JOHNSON ROAD NW | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| EAGLE RANCH INC | ||||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $33,333 | |
| EAST LAKE FOUNDATION INC | ||||||||
| 2606 ALSTON DRIVE SE | ATLANTA | GA | 30317 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| EMORY UNIVERSITY | ||||||||
| 1440 CLIFTON RD NE STE 170 | ATLANTA | GA | 30322 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $333,000 | |
| EMORY UNIVERSITY | ||||||||
| 1440 CLIFTON RD NE STE 170 | ATLANTA | GA | 30322 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| EMORY UNIVERSITY | ||||||||
| 1440 CLIFTON RD NE STE 170 | ATLANTA | GA | 30322 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| 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 CHILD ADVOCACY | ||||||||
| 1485 B WOODLAND AVE | ATLANTA | GA | 30316 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| 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 ST NW STE 1250 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| GEORGIA COURT APPOINTED SPECIAL ADVOCATES INC | ||||||||
| 75 MARIETTA ST NW SUITE 404 | ATLANTA | GA | 30303 | 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 NW SUITE 2200 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| GEORGIA STATE GOLF ASSOCIATION | ||||||||
| 121 VILLAGE PKWY BLDG 3 | MARIETTA | GA | 30067 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| GREENLIGHT FUND | ||||||||
| 120 ST JAMES AVENUE 6TH FLOOR | BOSTON | MA | 02116 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| GROVE PARK FOUNDATION | ||||||||
| 1562 DONALD LEE HOLLOWELL PKWY NW | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| HANDS ON ATLANTA | ||||||||
| 600 MERANS ST NW UNIT 100 | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| HEARTBOUND MINISTRIES | ||||||||
| PO BOX 191703 | ATLANTA | GA | 31119 | 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 | |
| KIPP METRO ATLANTA SCHOOLS | ||||||||
| 1445 MAYNARD ROAD NW | ATLANTA | GA | 30331 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $90,000 | |
| LAAMISTAD INC | ||||||||
| 3434 ROSWELL RD | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| MERIDIAN EDUCATIONAL RESOURCE GROUP DBA WHITEFOORD INC | ||||||||
| 1353 GEORGE W BRUMLEY WAY | ATLANTA | GA | 30317 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| MIDTOWN ASSISTANCE CENTER | ||||||||
| 30 PORTER PL NE | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| 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 A2 | 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 | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $1,000 | |
| NATIONAL COUNCIL ON TEACHER QUALITY | ||||||||
| 1440 G STREET NW SUITE 8193 | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| NEIGHBORHOOD COOPERATIVE MINISTRY | ||||||||
| 500 PINNICLE COURT STE 510 | NORCROSS | GA | 30071 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| NEXT GENERATION MEN INC | ||||||||
| 115 MLK JR DRIVE SW SUITE 304 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ODYSSEY | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| ONEGOAL-METRO ATLANTA | ||||||||
| 590 MEANS STREET NW SUITE 104 | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| OPEN DOORS SOLUTIONS INC | ||||||||
| 321 WEST HILL ST STE 2E | DECATUR | GA | 30030 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| PARK PRIDE INC | ||||||||
| 223 PEACHTREE ST NE STE 1600 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| PARKINSON'S FOUNDATION GEORGIA | ||||||||
| 200 SE 1ST STREET STE 800 | MIAMI | FL | 33131 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $1,000 | |
| PIEDMONT HEALTHCARE FOUNDATION | ||||||||
| 2001 PEACHTREE ROAD NW SUITE 400 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | |
| PRO BONO PARTNERSHIP OF ATLANTA | ||||||||
| 999 PEACHTREE ST NE SUITE 2300 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| PROMISE686 INC | ||||||||
| 22 TECHNOLOGY PARKWAY SOUTH | NORCROSS | GA | 30092 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| RAISING EXPECTATIONS INC | ||||||||
| PO BOX 92814 | ATLANTA | GA | 30314 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| REACH FOR EXCELLENCE | ||||||||
| 3790 ASHFORD DUNWOODY RD NE | ATLANTA | GA | 30319 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ROBERT W WOODRUFF ARTS CENTER INC | ||||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| SER FAMILIA INC | ||||||||
| 209 NORTHRIDGE DRIVE | ACWORTH | GA | 30101 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| SOCIETY OF ST VINCENT DEPAUL | ||||||||
| 787 ROSWELL ST NE | MARIETTA | GA | 30060 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||||||
| 100 PEACHTREE STREET SUITE 2080 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $11,790 | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS DESIGNATED FOR GGA | ||||||||
| 100 PEACHTREE STREET SUITE 2080 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| STAR-C | ||||||||
| 1201 PEACHTREE STREET NE SUITE 1110 | ATLANTA | GA | 30361 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| 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 CHARLES CHRISTIAN TULLER HOUSE INC | ||||||||
| 3156 SPRING ST | COVINGTON | GA | 30014 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| THE EMPTY STOCKING FUND | ||||||||
| 949 JOSEPH E LOWERY BLVD SUITE 18 | ATLANTA | GA | 30317 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $4,000 | |
| THE GOOD SAMARITAN HEALTH CENTER | ||||||||
| 1015 DONALD LEE HOLLOWELL PKWY NW | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| THE KINDEZI SCHOOLS | ||||||||
| 386 PINE STREET NE | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| THE LOVETT SCHOOL INC | ||||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | BREAKTHROUGH ATLANTA $15,000 & LOVETT SCHOOL $20,000 | $35,000 | |
| THE SCHOLARSHIP ACADEMY INC | ||||||||
| 215 ALKEWOOD WAY STE 108 | ATLANTA | GA | 30315 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| THE WESTMINSTER SCHOOLS INC | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $359,000 | |
| TRAINING & COUNSELING CENTER AT ST LUKE'S | ||||||||
| PO BOX 54927 | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| TRUANCY INTERVENTION PROJECT GEORGIA INC | ||||||||
| JUDGE ROMAE T POWELL JUVENILE | ATLANTA | GA | 30312 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $7,500 | JUSTICE CENTER SUITE 4122 395 PRYOR |
| UNITED WAY OF GREATER ATLANTA | ||||||||
| 100 EDGEWOOD AVENUE NE | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $150,000 | |
| UNIVERSITY OF GEORGIA FOUNDATION | ||||||||
| 394 S MILLEDGE AVENUE | 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 | 37212 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $1,020,000 | |
| VOICES FOR GEORGIA'S CHILDREN | ||||||||
| 75 MARIETTA STREET SUITE 401 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| WESTSIDE FUTURE FUND INC | ||||||||
| 1300 JOSEPH E BOONE BLVD NW SUITE | ATLANTA | GA | 30314 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | 16 |
| 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 | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,301,956 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,332,402 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$587,311 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL NII TAX REFUND | Desc |
| Related Or Exempt Function Incm | $4,125 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,745,091 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,125 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,749,216 | 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 | $19,353 | Amt |
| Net Investment Income | $10,049 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,304 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY SECURITIES | $33,743,755 | $33,743,755 |
| MUTUAL FUNDS | $20,633,946 | $20,633,946 |
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 | $36,711,125 | BookValueAmt |
| EOYFMV | $36,711,125 | EOYFMVAmt |
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 | $4,853 | $485 | $4,367 |
| INFORMATION TECHNOLOGY & TELEPHONE | $2,336 | $234 | $2,102 |
| INSURANCE | $3,422 | $342 | $3,080 |
| ASSOCIATION DUES & MEMBERSHIPS | $2,500 | $0 | $2,500 |
| BANK CHARGES | $1,685 | $169 | $1,517 |
| MISCELLANEOUS | $1,050 | $105 | $945 |
| NON-CAPITALIZED EQUIPMENT/RENTALS/REPAIRS | $20,753 | $491 | $20,263 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL NII TAX REFUND | Desc |
| Revenue And Expenses Per Books | $4,125 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $4,125 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED PORTFOLIO APPRECIATION/GAINS (DEPRECIATION/LOSSES) | $3,800,005 |
| ROUNDING | $3 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $297,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING & MANAGEMENT | $328,697 | $328,697 | $0 |
| PAYROLL & RETIREMENT PLAN FEES | $753 | $75 | $678 |
| OTHER CHARITABLE CONSULTING | $54,260 | $0 | $54,260 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $13,425 | $1,342 | $12,082 |
| FEDERAL NET INVESTMENT INCOME EXCISE TAXES | $120,000 | $0 | $0 |
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