BRADLEY TURNER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BRADLEY TURNER FOUNDATION INC (EIN 58-6032142)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202103159349102320
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T11:46:31-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581374304 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINSON GRIMES & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4299 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586032142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY-TURNER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAD | BusinessNameControlTxt |
| Phone | 7065716040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GILBERT MILLER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7065716040 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GILBERT | PersonFirstNm |
| Person Last | MILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK J PEASE IV CPA | PreparerPersonNm |
| PTIN | P00715329 | PTIN |
| Phone | 7063245435 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $269,590,230 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,585,282 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,951 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,951 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,448,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,448,534 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $941,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,388,593 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $941,872 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $282,113 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $282,113 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,271,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,686,470 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,726 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $60,726 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $574,927 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $574,927 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $82,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,227 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $133,227 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $96,061 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $851,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $753,941 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,895,811 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,895,811 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,746,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $753,941 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,895,811 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,475,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,932,529 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,957,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,232,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,232,829 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $43,136,712 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,701,638 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $185,059,885 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,003,109 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,523,777 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,784,380 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $29,399,189 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,639,670 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $64,080,136 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $933,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,433,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,433,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $97,429,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,530,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $269,590,230 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $97,429,513 | CapitalStockBOYAmt |
| Capital Stock EOY | $94,530,914 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,429,513 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,530,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,429,513 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $94,530,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,429,513 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,475,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,524,176 | OtherIncreasesAmt |
| Subtotal | $99,478,523 | SubtotalAmt |
| Other Decreases | $4,947,609 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,530,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICY TRADED SECURITIES | $17,047,475 | $16,572,765 | $474,710 | $474,710 | |
| PUBLICY TRADED SECURITIES | $14,857,182 | $14,685,207 | $171,975 | $171,975 | |
| PUBLICY TRADED SECURITIES | $14,493 | $14,967 | -$474 | -$474 | |
| PUBLICY TRADED SECURITIES | $247,454 | $173,782 | $73,672 | $73,672 | |
| GAINS FROM PASSTHROUGH ENTITIES | $211,234 | $211,234 | $211,234 | P | |
| CAPITAL GAINS DIVIDENDS | $10,755 | $10,755 | $10,755 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $941,872 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54,662 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $54,662 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $54,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,270 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $73,270 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,608 | OverpaymentAmt |
| Applied To ES Tax | $18,608 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SYNOVUS TRUST COMPANY NA | IndividualWithBooksNm |
| Phone | 7066492399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 BAY AVENUE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GILBERT MILLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| KATIE KRIEG | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | VICE CHAIRMAN | 0.00 | $0 | $0 | $0 |
| WORTH WILLIAMS | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JOHN TURNER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TREASURER | 0.00 | $0 | $0 | $0 |
| ELIZABETH CORN | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ABBY IRBY | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEVE BUTLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BETSY RAMSAY | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CHRIS BALL | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SALLIE MARTIN | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LANE RILEY | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BECKY MILLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| THOMPSON TURNER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH OGIE | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNOVUS TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1148 BROADWAY | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT & MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $574,927 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED DECEMBER 5, 2016 WITH HISTORIC COLUMBUS FOUNDATION, INC. ("HCF'), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $500,000 TO HCF. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON DECEMBER 31, 2026. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF HCF AND SHALL ONLY BE USED TO FUND ITS FACADE LOAN AND REHABILITATION LOAN PROGRAMS THROUGH ITS REVOLVING REDEVELOPMENT FUND. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2020, $433,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $433,000. | Description1Txt |
| Expenses1 | $433,000 | Expenses1Amt |
| Description2 | THE FOUNDATION HAS EXECUTED A LOAN AGREEMENT AND PROMISSORY NOTE DATED SEPTEMBER 19, 2019 WITH COLUMBUS HOUSING INITIATIVE, INC (NEIGHBORWORKS COLUMBUS)("CHI), A PUBLIC CHARITY, WHEREBY, THE FOUNDATION MAY ADVANCE UP TO $1,000,000 TO CHI. INTEREST ONLY PAYMENTS OF 1% PER ANNUM ARE PAYABLE ON THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER, WITH ONE FINAL PAYMENT OF ALL THEN OUTSTANDING PRINCIPAL AND ACCRUED AND UNPAID INTEREST DUE ON SEPTEMBER 30, 2029. THE PRINCIPAL AMOUNTS ADVANCED SHALL BE USED EXCLUSIVELY TO FURTHER THE CHARITABLE MISSIONS OF CHI AND SHALL ONLY BE USED TO PROVIDE CAPITAL, IN THE FORM OF LOANS, LEASE PURCHASES, AND SERVICES TO SUPPORT ITS HOMEOWNERSHIP EARNED AND REACHED TOGETHER ("HEART") PROGRAM. THE FOUNDATION HAS EXECUTED THIS TRANSACTION PURSUANT TO A PROGRAM-RELATED INVESTMENT AGREEMENT. AS OF DECEMBER 31, 2020, $1,000,000 HAD BEEN DISBURSED, SO THE AMOUNT OF THE THE FOUNDATION'S CURRENT INVESTMENT IS $1,000,000. | Description2Txt |
| Expenses2 | $1,000,000 | Expenses2Amt |
| Total | $1,433,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $221,365,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,626,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,433,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $234,425,396 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $234,425,396 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,516,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $230,909,015 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,545,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,545,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,662 | TotalTaxAmt |
| Distributable Before Adj | $11,490,789 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,490,789 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,490,789 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,895,811 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,433,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,328,811 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,328,811 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,490,789 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $934,060 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $577,575 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,092,033 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $6,603,668 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,328,811 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,490,789 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $838,022 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,441,690 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $934,060 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,507,630 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $577,575 | ExcessFromYear4Amt |
| Excess From Year3 | $5,092,033 | ExcessFromYear3Amt |
| Excess From Current Year | $838,022 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PHYLLIS WAGNER EXECUTIVE SECRETARY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7066443578 | RecipientPhoneNum |
| Recipient Email Address | PHYLLISWAGNER@SYNOVUS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLY IN LETTER FORM. INCLUDE COPY OF LATEST DETERMINATION LETTER. INCLUDE DETAILED DESCRIPTION OF FINANCIAL NEED AND EXEMPT FUNCTION TO BE PERFORMED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS. HOWEVER, LOCAL AND REGIONAL CHARITIES PREFERRED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (134 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 2 CITIES CHURCH | |||||||
| 3100 GENTIAN BLVD | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $25,000 |
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION (39 SHS GLOBAL PAYMENTS | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | UNRELATED | PC | GENERAL AND OPERATING | $7,665 |
| AMERICAN RED CROSS | |||||||
| 431 18TH SREET NW | WASHINGTON | DC | 20006 | UNRELATED | PC | GENERAL AND OPERATING | $2,500 |
| ANDREW COLLEGE (1073 SHS GLOBAL PAYMENTS) | |||||||
| 501 COLLEGE STREET | CUTHBERT | GA | 39840 | UNRELATED | PC | GENERAL AND OPERATING | $201,542 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 3400 N DESERT DR | EAST POINT | GA | 30344 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| B&GC ENDOWMWNT FUND (1416 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 411 | OSHKOSH | WI | 54903 | UNRELATED | PC | GENERAL AND OPERATING | $261,238 |
| B&GC ENDOWMWNT FUND (210 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 411 | OSHKOSH | WA | 54903 | UNRELATED | PC | GENERAL AND OPERATING | $40,236 |
| B&GC ENDOWMWNT FUND (483 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 411 | OSHKOSH | WA | 54903 | UNRELATED | PC | GENERAL AND OPERATING | $90,123 |
| B&GC ENDOWMWNT FUND (503 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 411 | OSHKOSH | WA | 54903 | UNRELATED | PC | GENERAL AND OPERATING | $100,248 |
| BAPTIST HEALTH SYSTEMS FOUNDATION | |||||||
| 1660 PRUDENTIAL DR 203 | JACKSONVILLE | FL | 32207 | UNRELATED | PC | GENERAL AND OPERATING | $420,000 |
| BELOCO FOUNDATION (194 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 140 | COLUMBUS | GA | 319020140 | UNRELATED | PF | GENERAL AND OPERATING | $38,243 |
| BELOCO FOUNDATION (215 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 140 | COLUMBUS | GA | 319020140 | UNRELATED | PF | GENERAL AND OPERATING | $38,289 |
| BELOCO FOUNDATION (285 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 140 | COLUMBUS | GA | 319020140 | UNRELATED | PF | GENERAL AND OPERATING | $38,190 |
| BRIDGE | |||||||
| 2601 CROSS COUNTRY DR BUILDING B | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $14,500 |
| BROOKSTONE SCHOOL (2116 SHS GLOBAL PAYMENTS) | |||||||
| 440 BRADLEY PARK DRIVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $376,838 |
| BROOKSTONE SCHOOL (762 SHS GLOBAL PAYMENTS) | |||||||
| 440 BRADLEY PARK DRIVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $135,705 |
| BROOKSTONE SCHOOL | |||||||
| 440 BRADLEY PARK DRIVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $100,000 |
| CHATTAHOOCHEE VALLEY COMMUNITY COLLEGE | |||||||
| 2602 COLLEGE DR | PHENIX CITY | AL | 36869 | UNRELATED | PC | GENERAL AND OPERATING | $15,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA (258 SHS GLOBAL PAYMENTS) | |||||||
| 1575 NORTHEAST EXPRESSWAY NE | BROOKHAVEN | GA | 30329 | UNRELATED | PC | GENERAL AND OPERATING | $50,181 |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||||
| 1575 NORTHEAST EXPRESSWAY NE | BROOKHAVEN | GA | 30329 | UNRELATED | PC | GENERAL AND OPERATING | $1,000,000 |
| CHRIS 180 (111 SHS GLOBAL PAYMENTS) | |||||||
| 1017 FAYETTEVILLE ROAD SUITE B | ATLANTA | GA | 30316 | UNRELATED | PC | GENERAL AND OPERATING | $19,981 |
| CLEMENT ARTS (172 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 1142 | FORTSON | GA | 31808 | UNRELATED | PC | GENERAL AND OPERATING | $31,732 |
| COLUMBUS BOTANICAL GARDENS (252 SHS GLOBAL PAYMENTS) | |||||||
| 3603 WEEMS ROAD | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $49,830 |
| COLUMBUS BOTANICAL GARDENS (262 SHS GLOBAL PAYMENTS) | |||||||
| 3603 WEEMS ROAD | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $50,199 |
| COLUMBUS BOTANICAL GARDENS | |||||||
| 3603 WEEMS ROAD | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $85,000 |
| COLUMBUS CONSOLIDATED GOVERNMENT | |||||||
| 100 E 10TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $75,838 |
| COLUMBUS ECONOMIC DEVELOPMENT CORP (880 SHS ACUITY BRANDS) | |||||||
| 1200 6TH AVENUE | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $99,836 |
| COLUMBUS ECONOMIC DEVELOPMENT CORP | |||||||
| 1200 6TH AVENUE | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $110,000 |
| COLUMBUS HOSPICE | |||||||
| 7020 MOON ROAD | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| COLUMBUS MUSEUM (129 SHS GLOBAL PAYMENTS) | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $25,065 |
| COLUMBUS MUSEUM (2712 SHS GLOBAL PAYMENTS) | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $498,493 |
| COLUMBUS REGIONAL MEDICAL FOUNDATION (1086 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 790 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $199,618 |
| COLUMBUS SPORTS COUNCIL | |||||||
| 400 4TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $200,000 |
| COLUMBUS STATE UNIVERSITY FOUNDATION (424 SHS GLOBAL PAYMENTS) | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $75,510 |
| COLUMBUS STATE UNIVERSITY FOUNDATION (587 SHS GLOBAL PAYMENTS) | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $100,260 |
| COLUMBUS STATE UNIVERSITY FOUNDATION (78 SHS GLOBAL PAYMENTS) | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $15,171 |
| COLUMBUS STATE UNIVERSITY FOUNDATION | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $1,000 |
| COLUMBUS SYMPHONY ORCHESTRA (53 SHS GLOBAL PAYMENTS) | |||||||
| 900 BROADWAY | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $10,155 |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA (242 SHS GLOBAL PAYMENTS) | |||||||
| 191 PEACHTREE STREET NE SUITE 1000 | ATLANTA | GA | 30303 | UNRELATED | PC | GENERAL AND OPERATING | $47,069 |
| COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA (1139 SHS GLOBAL PAYMENTS) | |||||||
| 245 RIVERSIDE AVE 310 | JACKSONVILLE | FL | 32202 | UNRELATED | PC | GENERAL AND OPERATING | $201,751 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (242 SHS GLOBAL PAYMENTS) | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $47,021 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (266 SHS GLOBAL PAYMENTS) | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $50,842 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (604 SHS GLOBAL PAYMENTS) | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $108,134 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY (83 SHS GLOBAL PAYMENTS) | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $15,256 |
| COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY | |||||||
| 1340 13TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $555,000 |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| DESIRING GOD | |||||||
| PO BOX 2901 | MINNEAPOLIS | MN | 55402 | UNRELATED | PC | GENERAL AND OPERATING | $2,000 |
| EASTER SEALS OF WEST GEORGIA INC (1004 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 1690 | FORTSON | GA | 31808 | UNRELATED | PC | GENERAL AND OPERATING | $198,531 |
| EASTER SEALS OF WEST GEORGIA INC (53 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 1690 | FORTSON | GA | 31808 | UNRELATED | PC | GENERAL AND OPERATING | $9,963 |
| EMORY UNIVERSITY | |||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | UNRELATED | PC | GENERAL AND OPERATING | $65,000 |
| EPWORTH ENDOWMWNT FUND (521 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 20407 | ST SIMONS ISLAND | GA | 31522 | UNRELATED | PC | GENERAL AND OPERATING | $100,100 |
| EQUAL JUSTICE INITIATIVE (28 SHS GLOBAL PAYMENTS) | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | UNRELATED | PC | GENERAL AND OPERATING | $5,232 |
| FEEDING THE VALLEY FOOD BANK | |||||||
| 6744 FLAT ROCK ROAD | MIDLAND | GA | 31820 | UNRELATED | PC | GENERAL AND OPERATING | $220,000 |
| GEORGIA WILDLIFE FEDERATION | |||||||
| 11600 HAZELBRAND RD NE | COVINGTON | GA | 30014 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| GIRLS INC (269 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 3096 | COLUMBUS | GA | 31903 | UNRELATED | PC | GENERAL AND OPERATING | $50,193 |
| GREATER COLUMBUS SPORTS COUNCIL (380 SHS GLOBAL PAYMENTS) | |||||||
| 400 4TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $68,237 |
| HAGGAI INTERNATIONAL (64 SHS GLOBAL PAYMENTS) | |||||||
| 4725 PEACHTREE CORNERS CIR | PEACHTREE CORNERS | GA | 30092 | UNRELATED | PC | GENERAL AND OPERATING | $12,262 |
| HAMMOND SCHOOL | |||||||
| 854 GALWAY LN | COLUMBIA | SC | 29209 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| HIGHLAND COMMUNITY CHURCH (1362 SHS GLOBAL PAYMENTS) | |||||||
| 3408 5TH AVENUE | COLUMBUS | GA | 31905 | UNRELATED | PC | GENERAL AND OPERATING | $245,174 |
| HIGHLAND COMMUNITY CHURCH (294 SHS ACUITY BRANDS) | |||||||
| 3408 5TH AVENUE | COLUMBUS | GA | 31905 | UNRELATED | PC | GENERAL AND OPERATING | $33,354 |
| HISTORIC COLUMBUS FOUNDATION (111 SHS ACUITY BRANDS) | |||||||
| 1440 2ND AVE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $12,593 |
| HISTORIC COLUMBUS FOUNDATION (356 SHS GLOBAL PAYMENTS) | |||||||
| 1440 2ND AVE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $59,975 |
| HOPE GIVERS | |||||||
| 631 LINWOOD AVE STE 1 | ATLANTA | GA | 30306 | UNRELATED | PC | GENERAL AND OPERATING | $100,000 |
| HOUSE OF HEROES INC NATIONAL | |||||||
| 1225 WEBSTER AVE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $2,500 |
| HOUSE OF MERCY INC | |||||||
| 1532 3RD AVE | COLUMUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| HOUSE OF TIMEINC (258 SHS GLOBAL PAYMENTS) | |||||||
| 1200 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $50,181 |
| HOUSE OF TIMEINC (89 SHS ACUITY BRANDS) | |||||||
| 1200 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $10,097 |
| HOUSE OF TIMEINC | |||||||
| 1200 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| HUMANE SOCIETY OF HARRIS COUNTY | |||||||
| 3938 BARNES MILL ROAD | HAMILTON | GA | 31811 | UNRELATED | PC | GENERAL AND OPERATING | $16,462 |
| I AM FOR THE URALS | |||||||
| 2899 GRAHAM ROAD | GRAY | GA | 310324905 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| INTERNATIONAL FRIENDSHIP MINISTRIES | |||||||
| 3404 UNIVERSITY AVE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $2,500 |
| LOVETT SCHOOL (274 SHS GLOBAL PAYMENTS) | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | UNRELATED | PC | GENERAL AND OPERATING | $49,323 |
| LUTZIE 43 FOUNDATION | |||||||
| 2840 LANDING WAY | MARIETTA | GA | 30066 | UNRELATED | PC | GENERAL AND OPERATING | $15,000 |
| MERCER UNIVERSITY (1086 SHS GLOBAL PAYMENTS) | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | UNRELATED | PC | GENERAL AND OPERATING | $199,618 |
| MERCER UNIVERSITY (503 SHS GLOBAL PAYMENTS) | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | UNRELATED | PC | GENERAL AND OPERATING | $99,463 |
| MERCER UNIVERSITY (523 SHS GLOBAL PAYMENTS) | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | UNRELATED | PC | GENERAL AND OPERATING | $100,207 |
| MERCYMED OF COLUMBUS ( 108 SHS GLOBAL PAYMENTS) | |||||||
| 3702 2ND AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $18,860 |
| MERCYMED OF COLUMBUS ( 544 SHS GLOBAL PAYMENTS) | |||||||
| 3702 2ND AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $99,993 |
| MERCYMED OF COLUMBUS | |||||||
| 3702 2ND AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $12,000 |
| MICAH'S PROMISE | |||||||
| 233 12TH ST STE 601 | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| MIDTOWN DOWNTOWN | |||||||
| 1236 WILDWOOD AVENUE | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $25,000 |
| MILL DISTRICT (158 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 5312 | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $31,369 |
| MILL DISTRICT (181 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 5312 | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $35,205 |
| MUSCOGEE EDUCATIONAL EXCELLENCE FOUNDATION | |||||||
| 214 E 10TH ST A | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| NAOMI'S VILLAGE | |||||||
| PO BOX 270057 | FLOWER MOUND | TX | 750270057 | UNRELATED | PC | GENERAL AND OPERATING | $20,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K ST WW 550 | WASHINGTON | DC | 20006 | UNRELATED | PC | GENERAL AND OPERATING | $3,000 |
| NATIONAL CENTER FOR YOUTH ISSUES | |||||||
| PO BOX 22185 | CHATTANOOGA | TN | 374222185 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| NATIONAL INFANTRY MUSEUM FOUNDATION (229 SHS GLOBAL PAYMENTS) | |||||||
| 1775 LEGACY WAY | COLUMBUS | GA | 31903 | UNRELATED | PC | GENERAL AND OPERATING | $41,122 |
| NEIGHBORWORKS COLUMBUS (255 SHS GLOBAL PAYMENTS) | |||||||
| 345 6TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $50,628 |
| NEXT GENERATION FOCUS | |||||||
| 6755 MAJORS ROAD | CUMMING | GA | 30040 | UNRELATED | PC | GENERAL AND OPERATING | $25,000 |
| NSORO EDUCATIONAL FOUNDATION (101 SHS GLOBAL PAYMENTS) | |||||||
| 1349 WEST PEACHTREE STREET | ATLANTA | GA | 30309 | UNRELATED | PC | GENERAL AND OPERATING | $19,972 |
| ONERACE | |||||||
| PO BOX 492874 | LAWRENCEVILLE | GA | 30049 | UNRELATED | PC | GENERAL AND OPERATING | $15,000 |
| OPEN DOOR COMMUNITY HOUSE INC (131 SHS GLOBAL PAYMENTS) | |||||||
| 2405 2ND AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $25,123 |
| OPEN DOOR COMMUNITY HOUSE INC (515 SHS GLOBAL PAYMENTS) | |||||||
| 2405 2ND AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $100,168 |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST STREET STE 800 | MIAMI | FL | 33131 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| PASTORAL INSTITUTE (31 SHS GLOBAL PAYMENTS) | |||||||
| 2022 15TH AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $5,528 |
| PASTORAL INSTITUTE (414 SHS GLOBAL PAYMENTS) | |||||||
| 2022 15TH AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $71,804 |
| PASTORAL INSTITUTE (537 SHS GLOBAL PAYMENTS) | |||||||
| 2022 15TH AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $100,199 |
| PHENIX CITY MAYOR'S BALL | |||||||
| 601 12TH STREET | PHENIX CITY | AL | 36867 | UNRELATED | PC | GENERAL AND OPERATING | $7,500 |
| PHENIX CITY MUSEUM | |||||||
| PO BOX 492874 | AUBURN | AL | 36831 | UNRELATED | PC | GENERAL AND OPERATING | $75,000 |
| PIEDMONT COLUMBUS REGIONAL FOUNDATION (503 SHS GLOBAL PAYMENTS) | |||||||
| 710 CENTER STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $99,463 |
| PIEDMONT COLUMBUS REGIONAL FOUNDATION | |||||||
| 710 CENTER STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $300,000 |
| RIGHT FROM THE START | |||||||
| 301 11TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $25,000 |
| RIVERCENTER FOR THE PERFORMING ARTS (168 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 2425 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $30,262 |
| RIVERCENTER FOR THE PERFORMING ARTS (821 SHS GLOBAL PAYMENTS) | |||||||
| PO BOX 2425 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $149,217 |
| SCHOLARSHIP ACADEMY (76 SHS GLOBAL PAYMENTS) | |||||||
| 3789 HEMPSTEAD WAY | ATLANTA | GA | 30331 | UNRELATED | PC | GENERAL AND OPERATING | $15,028 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 100 PEACHTREE ST 2080 | ATLANTA | GA | 30303 | UNRELATED | PC | GENERAL AND OPERATING | $37,090 |
| SPRINGER OPERA HOUSE (168 SHS GLOBAL PAYMENTS) | |||||||
| 103 10TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $30,262 |
| SPRINGER OPERA HOUSE (853 SHS GLOBAL PAYMENTS) | |||||||
| 103 10TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $151,706 |
| ST ANNE PACELLI CATHOLIC CHURCH (294 SHS ACUITY BRANDS) | |||||||
| 2020 KAY CIRCLE | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $33,354 |
| STATE CHARTER SCHOOLS FOUNDATION | |||||||
| 205 JESSE HILL JR DR SE | ATLANTA | GA | 30303 | UNRELATED | PC | GENERAL AND OPERATING | $15,000 |
| STEWART COMMUNITY HOME (1137 SHS GLOBAL PAYMENTS) | |||||||
| 1125 15TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $202,215 |
| STEWART COMMUNITY HOME (255 SHS GLOBAL PAYMENTS) | |||||||
| 1125 15TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $50,628 |
| TEEN ADVISORS | |||||||
| 1316 WILDWOOD AVE | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| TEEN CHALLENGE INTERNATIONAL INC (1042 SHS GLOBAL PAYMENTS) | |||||||
| 15 WEST 10TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $199,835 |
| TEEN CHALLENGE INTERNATIONAL INC (89 SHS ACUITY BRANDS) | |||||||
| 15 WEST 10TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $10,097 |
| TEEN CHALLENGE INTERNATIONAL INC | |||||||
| 15 WEST 10TH STREET | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $100,000 |
| THE 18TH WARD | |||||||
| 3329 BELL STREET | NEW ORLEANS | LA | 70119 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| THE FAMILY CENTER (366 SHS GLOBAL PAYMENTS) | |||||||
| 1350 15TH AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $68,804 |
| THE FOOD MILL | |||||||
| 4100 ALMOND ROAD | FORTSON | GA | 31808 | UNRELATED | PC | GENERAL AND OPERATING | $50,000 |
| THE UNIVERSITY OF GEORGIA (70 SHS GLOBAL PAYMENTS) | |||||||
| 101 HERTY DRIVE | ATHENS | GA | 30602 | UNRELATED | PC | GENERAL AND OPERATING | $12,130 |
| THE URBAN LEAGUE OF GREATER COLUMBUS (131 SHS GLOBAL PAYMENTS) | |||||||
| 802 1ST AVENUE | COLUMBUS | GA | 31901 | UNRELATED | PC | GENERAL AND OPERATING | $25,268 |
| TRUTH SPRING (243 SHS GLOBAL PAYMENTS) | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $50,605 |
| TRUTH SPRING (56 SHS GLOBAL PAYMENTS) | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $10,081 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (1822 SHS GLOBAL PAYMEN | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $349,423 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (129 SHS GLOBAL PAYMENTS | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $25,091 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (191 SHS GLOBAL PAYMENTS | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $35,108 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION (2170 SHS GLOBAL PAYME) | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $398,868 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $70,000 |
| VALLEY RESCUE MISSION | |||||||
| 2903 2ND AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $40,000 |
| VOTE YES FOR KIDS | |||||||
| 3111 CITIXENS WAY | COLUMBUS | GA | 31907 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| YOUNG LIFE (177 SHS ACUITY BRANDS) | |||||||
| 2750 SOWEGA DR | COLUMBUS | GA | 31909 | UNRELATED | PC | GENERAL AND OPERATING | $20,081 |
| YOUTH EMPOWERMENT THROUGH LEARNING LEADING AND SERVING INC | |||||||
| 1156 PIEDMONT AVE NE 86 | ATLANTA | GA | 30309 | UNRELATED | PC | GENERAL AND OPERATING | $10,000 |
| YOUTH ORCHESTRA ASSOCIATION OF GREATER COLUMBUS INC | |||||||
| PO BOX 8612 | COLUMBUS | GA | 319088612 | UNRELATED | PC | GENERAL AND OPERATING | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,895,811 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF THE CHATTAHOOCHEE VALLEY | |||||||
| 1700 BUENA VISTA ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $750,000 |
| COLUMBUS MUSEUM | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $1,500,000 |
| JOHN B AMOS CANCER CENTER | |||||||
| 1831 5TH AVE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $400,000 |
| MERCER MEDICAL SCHOOL | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | UNRELATED | PC | GENERAL AND OPERATING | $800,000 |
| MERCYMED OF COLUMBUS | |||||||
| 3702 2ND AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $100,000 |
| PATH PROJECT | |||||||
| PO BOX 1659 | LAWRENCEVILLE | GA | 30046 | UNRELATED | PC | GENERAL AND OPERATING | $5,000 |
| THE MILL DISTRICT | |||||||
| PO BOX 5312 | COLUMBUS | GA | 31906 | UNRELATED | PC | GENERAL AND OPERATING | $40,000 |
| TRUTH SPRING | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | UNRELATED | PC | GENERAL AND OPERATING | $250,000 |
| UNITED WAY OF THE CHATTAHOOCHEE VALLEY FOUNDATION | |||||||
| PO BOX 1157 | COLUMBUS | GA | 31902 | UNRELATED | PC | GENERAL AND OPERATING | $1,750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,595,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,951 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,448,534 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $282,113 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $941,872 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,686,470 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,686,470 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF MARIE T MOSHELL | |||||||
| 1 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $485,543 | Yes (X) | |
| TR #31A380018 2012 SARAH T BUTLER CHARITABLE LEAD TRUST | |||||||
| 2 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $598,181 | Yes (X) | |
| ESTATE OF WILLIAM B TURNER | |||||||
| 3 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $4,480 | Yes (X) | |
| DONNA T BROWN | |||||||
| 4 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $426,881 | Yes (X) | |
| WILLIAM B TURNER JR | |||||||
| 5 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $420,043 | Yes (X) | |
| STEPHEN T BUTLER | |||||||
| 6 | PO BOX 23024 | COLUMBUS | GA | 319023024 | $1,650,154 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,442 SHARES GLOBAL PMTS INC | $485,543 | 2020-12-22 |
| 4 | 2,700 SHS GLOBAL PMTS INC | $426,881 | 2020-11-10 |
| 5 | 2,121 SHS GLOBAL PMTS INC | $420,043 | 2020-12-07 |
| 6 | 8,520 SHS GLOBAL PMTS INC | $1,650,154 | 2020-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING FEES | CategoryTxt |
| Amt | $60,726 | Amt |
| Net Investment Income | $60,726 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELOCO FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 319020140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-12-01 | GrantDt |
| Grant | $114,722 | GrantAmt |
| Purpose Of Grant | SEE PDF ATTACHMENT | PurposeOfGrantTxt |
| Expended By Grantee | $114,722 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 01/22/2021 | DatesOfReportsByGranteeTxt |
| Verification | 2021-01-22 | VerificationDt |
| Results Of Verification | SEE PDF ATTACHMENT | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TR #62-A001-20-5 BONDS - SEE ATTACHMENT | $5,898,043 | $6,117,061 |
| TR #62-A001-28-8 BONDS - SEE ATTACHMENT | $512,600 | $523,931 |
| TR #62-A095-04-1 - SEE ATTACHMENT | $1,113,134 | $1,143,388 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COCA-COLA - 801,034 SHARES | $718,182 | $43,928,705 |
| SYNOVUS FINANCIAL CORPORATION - 491,055 SHARES | $6,444,266 | $15,895,450 |
| GLOBAL PAYMENTS INC - 570,084 SHARES | $19,271,404 | $122,749,332 |
| TR #62-A097-03-9 - SEE ATTACHMENT | $2,267,786 | $2,486,398 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BUTLER) | AT COST | $596,892 | $811,393 |
| BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (BALL) | AT COST | $2,426,203 | $2,909,235 |
| BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC | AT COST | $3,747,161 | $5,336,994 |
| BAY AVENUE ABSOLUTE RETURN FUND I (TAX-EXEMPT), LLC (RAMSAY) | AT COST | $2,348,764 | $2,806,593 |
| BAY AVENUE OPPORTUNITY FUND, LLC | AT COST | $39,877 | $53,939 |
| BUTLER FAMILY INVESTMENTS, LLC | AT COST | $921,599 | $1,580,848 |
| TR. #62-A001-30-4 SECURITIES - SEE ATTACHMENT | AT COST | $13,870,295 | $19,431,602 |
| TR. #62-A001-31-2 SECURITIES - SEE ATTACHMENT | AT COST | $2,410,209 | $3,636,136 |
| TR. #62-A097-08-8 SECURITIES - SEE ATTACHMENT | AT COST | $1,847,625 | $1,906,502 |
| TR. #62-A097-09-6 SECURITIES - SEE ATTACHMENT | AT COST | $6,796,971 | $10,003,757 |
| TR. #62-A095-03-3 SECURITIES - SEE ATTACHMENT | AT COST | $4,932,951 | $8,481,785 |
| TR. #62-A001-05-6 SECURITIES - SEE ATTACHMENT | AT COST | $2,382,682 | $3,489,032 |
| TR. #62-A001-13-0 SECURITIES - SEE ATTACHMENT | AT COST | $1,373,965 | $1,576,551 |
| BUTLER FAMILY INVESTMENTS II, LLC | AT COST | $441,216 | $522,790 |
| USIP I, LLC | AT COST | $127,267 | $154,703 |
| MIDDLEGROUND PARTNERS I, LP | AT COST | $410,953 | $420,084 |
| IRONSIDES OFFSHORE DIRECT INVESTMENT FUND V, LP | AT COST | $415,444 | $415,444 |
| LEGACY VENTURES X, LLC | AT COST | $116,190 | $120,008 |
| BUTLER FAMILY INVESTMENTS III, LLC | AT COST | $433,406 | $422,740 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT - HISTORIC COLUMBUS FOUNDATION | $433,000 | $433,000 | $433,000 |
| PROGRAM RELATED INVESTMENT - NEIGHBORWORKS COLUMBUS | $500,000 | $1,000,000 | $1,000,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST CARRYING VALUE OF INVESTMENTS | Desc |
| Amt | $4,947,609 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORPORATE REGISTRATION FEE | $70 | $70 | $0 |
| FOREIGN CONVERSION EXPENSES | $5,929 | $5,929 | $0 |
| DEDUCTIONS FROM PASSTHROUGH ENTITIES | $90,062 | $90,062 | $0 |
| NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH ENTITIES | $37,166 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VARIOUS | $6,289 | $6,289 | $6,289 |
| VARIOUS PASSTHROUGH ENTITIES | $275,824 | $275,824 | $275,824 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN F.M.V. & BOOK VALUE OF CONTRIB. PAID-SEE SCHED. ATTACHED | Desc |
| Amt | $5,524,176 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT & MANAGEMENT FEES | CategoryTxt |
| Amt | $574,927 | Amt |
| Net Investment Income | $574,927 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE ATTACHED LIST | PersonNm |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $60,000 | $0 | $0 |
| FOREIGN TAXES | $22,227 | $22,227 | $0 |