JOYCE AND RANDY SECKMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOYCE AND RANDY SECKMAN CHARITABLE FOUNDATION (EIN 58-6429965)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-20
- IRS object ID
- 202110799349100401
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-20T09:10:03-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582061613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE OBRIEN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6520 E BAY BLVD | AddressLine1Txt |
| City | GULF BREEZE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32563 | 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 | 586429965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE AND RANDY SECKMAN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOYC | BusinessNameControlTxt |
| Phone | 8509161548 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1454 WATERFORD GREEN COURT | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SECKMAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2021-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | SECKMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael O'Brien | PreparerPersonNm |
| PTIN | P00091775 | PTIN |
| Phone | 8509161548 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $636,634 | 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 |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,293 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,293 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,293 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $279,458 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,825 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,130 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,130 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,305 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $728 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $728 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $64 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $630 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,422 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,006 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,422 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,006 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,708 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,305 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,113 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,113 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $406,961 | CorporateStockBOYAmt |
| Corporate Stock EOY | $426,612 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $557,521 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $443,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $505,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $636,634 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $443,766 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $443,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $505,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $443,766 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $505,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $443,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,298 | ExcessRevenueOverExpensesAmt |
| Other Increases | $75,052 | OtherIncreasesAmt |
| Subtotal | $509,520 | SubtotalAmt |
| Other Decreases | $3,795 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $505,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| cap gains distrib SCHWAB 9732 | P | 2000-11-11 | 2020-11-11 | $4,672 | $4,672 | $4,672 | |
| SCHWAB 9732 s.t | P | 2020-11-11 | 2020-11-11 | $46,478 | -$3,518 | -$3,518 | $49,996 |
| SCHWAB 9732 s.t | P | 2020-11-11 | 2020-11-11 | $6,557 | $432 | $432 | $6,125 |
| SCHWAB 9732 L.T. | P | 2000-11-11 | 2020-11-11 | $192,643 | $26,942 | $26,942 | $165,701 |
| SCHWAB 9732 L.T. | P | 2000-11-11 | 2020-11-11 | $28,030 | -$7,781 | -$7,781 | $35,811 |
| CEDAR FAIR ADJ TO BASIS | P | 2000-11-11 | 2020-10-05 | $1,078 | $1,078 | $1,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,825 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,086 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $385 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $385 | SubtotalAmt |
| Tax Based On Investment Income | $385 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $469 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $469 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $84 | OverpaymentAmt |
| Applied To ES Tax | $84 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN SECKMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4045602460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1454 WATERFORD GREEN COURT | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOYCE SECKMAN | ||||||
| 1454 WATERFORD GREEN COURT | MARIETTA | GA | 30068 | President | 1.00 | $0 |
| JOHN R SECKMAN | ||||||
| 1454 WATERFORD GREEN COURT | MARIETTA | GA | 30068 | CEO | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $385 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $385 | TotalTaxAmt |
| Distributable Before Adj | $385 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $385 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,006 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,006 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $37,006 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,736 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,518 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,641 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,695 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,543 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,133 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,006 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $37,006 | RemainingDistriFromCorpusAmt |
| Total Corpus | $115,139 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,736 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,403 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,518 | ExcessFromYear4Amt |
| Excess From Year3 | $9,641 | ExcessFromYear3Amt |
| Excess From Year2 | $6,695 | ExcessFromYear2Amt |
| Excess From Year1 | $26,543 | ExcessFromYear1Amt |
| Excess From Current Year | $37,006 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | J RANDOLPH SECKMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1454 WATERFORD GREEN COURT | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4045642460 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE IN KEEPING WITH THE FOUNDATION'S CHARTER. I.E. RELIGIOUS OR HUMANITARIAN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GEORGIA TECH FOUNDATION | ||||||
| 177 NORTH AVENUE | ATLANTA | GA | 30332 | NONE | Educational purposes | $1,000 |
| JOHNSON'S FERRY BAPTIST CHURCH | ||||||
| 955 JOHNSONS FERRY ROAD | MARIETTA | GA | 30068 | NONE | Religious purposes | $600 |
| REDEEMER PRESBYTERIAN CHURCH | ||||||
| 1046 MILLER ST | WINSTONSALEM | NC | 27103 | NONE | RELIGIOUS PURPOSES | $2,500 |
| WALTON CHEER BOOSTER CLUB | ||||||
| 1590 BILL MURDOCK ROAD | MARIETTA | GA | 30062 | NONE | EDUCATIONAL PURPOSES | $250 |
| CHATTAHOOCHEE NATURE CENTER | ||||||
| 9135 WILLEO ROAD | ROSWELL | GA | 30075 | NONE | CHARITABLE PURPOSES | $1,000 |
| CINCINNATI CHILDREN'S HOSPITAL | ||||||
| 3333 BURNET AVENUE | CINCINATTI | OH | 45229 | NONE | CHARITABLE PURPOSES | $2,000 |
| HYSTIOCYTOSIS ASSOC | ||||||
| 332 N BROADWAY | PITMAN | NJ | 08071 | NONE | CHARITABLE PURPOSES | $2,000 |
| LUEKEMIALYMPHOMA | ||||||
| 3715 NORTHSIDE PARKWAY | ATLANTA | GA | 30327 | NONE | CHARITABLE PURPOSES | $100 |
| CAMPUS OUTREACH | ||||||
| 525 A ST NE | WASHINGTON | DC | 20002 | NONE | CHARITABLE PURPOSES | $206 |
| LIAM'S LIGHTHOUSE | ||||||
| 5818 CHARLOIS CT | COLORADO SPRINGS | CO | 80922 | NONE | CHARITABLE PURPOSES | $100 |
| WALTON LACROSSE BOOSTER CLUB | ||||||
| 1590 BILL MURDOCK RD | MARIETTA | GA | 30062 | Charitable purposes | $1,500 | |
| RJ REYNLDS HIGH SCHOOL | ||||||
| 301 N HAWTHORNE ROAD | WINSTONSALEM | NC | 27104 | NONE | Educational purposes | $4,000 |
| SERGEORG | ||||||
| 101 WEST AVE STE 305 | JENKINTOWN | PA | 19046 | NONE | Religious purposes | $11,000 |
| LUPUS RESEARCH | ||||||
| 275 MADISON AVE | NEW YORK | NY | 10016 | NONE | CHARITABLE PURPOSES | $200 |
| EMORY EYE CENTER | ||||||
| 1365 CLIFTON RD STE B | ATLANTA | GA | 30322 | NONE | SCIENTIFIC PURPOSES | $1,000 |
| WALTON FOUNDATION | ||||||
| 1590 BILL MURDOCK ROAD | MARIETTA | GA | 30062 | NONE | EDUCATIONAL PURPOSES | $500 |
| MUST MINISTRIES | ||||||
| 1407 COBB PKY | MARIETTA | GA | 30062 | NONE | CHARITABLE PURPOSES | $2,500 |
| SHINE HIS LIGHT MINISTRIES | ||||||
| 252 ATLANTA RD | CUMMING | GA | 30040 | NONE | RELIGIOUS PURPOSES | $100 |
| ST JUDE'S CHILDREN'S HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | CHARITABLE PURPOSES | $50 |
| BREAST CANCER | ||||||
| 120 E LANCASTER AVE | ARDMORE | PA | 19003 | NONE | CHARITABLE PURPOSES | $50 |
| THE LOVETT SCHOOL | ||||||
| 4075 W PACES FERRY RD | ATLANTA | GA | 30327 | NONE | EDUCATIONAL PURPOSES | $100 |
| ALLIANCE FRANCAISE | ||||||
| 400 COLONY SQUARE | ATLANTA | GA | 30361 | NONE | EDUCATIONAL PURPOSES | $100 |
| AFLAC CANCER AND BLOOD DISORDERS | ||||||
| 1405 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | CHARITABLE PURPOSES | $1,000 |
| HAPPY TAILS PET THERAPY | ||||||
| BOX 767961 | ROSWELL | GA | 30076 | NONE | CHARITABLE PURPOSES | $150 |
| BETA UPSILON CHI | ||||||
| 12650 N BEACH ST STE 114 | FORT WORTH | TX | 76244 | NONE | RELIGIOUS | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,006 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,293 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,825 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,305 | ExclusionAmt |
| Related Or Exempt Function Incm | $21,825 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,130 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREP | CategoryTxt |
| Amt | $728 | Amt |
| Net Investment Income | $728 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | schedule d uncovered sales | FormAndLineReferenceDesc |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISOR FEES NOT DEDUCTIBLE FOR TAX | Desc |
| Amt | $3,795 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| POSTAGE | $58 | $58 |
| SUBSCRIPTIONS | $572 | $572 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREC. CHANGE IN ASSET VALUES | Desc |
| Amt | $75,052 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $64 | Amt |
| Net Investment Income | $64 | NetInvestmentIncomeAmt |
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