PRUITT PRIVATE FOUNDATION TRUST REV TR CREATED AGREEMENT 052197: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PRUITT PRIVATE FOUNDATION TRUST REV TR CREATED AGREEMENT 052197 (EIN 58-6343480)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-04
- IRS object ID
- 202111249349101626
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-04T14:00:15-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842910273 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Sam Johnson CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 E Doyle St | AddressLine1Txt |
| City | Toccoa | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30577 | 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 | 586343480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRUITT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRUI | BusinessNameControlTxt |
| Phone | 6785336745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2367 | AddressLine1Txt |
| City | NORCROSS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30091 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY W PRUITT | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2021-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY W | PersonFirstNm |
| Person Last | PRUITT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J Sam Johnson CPA | PreparerPersonNm |
| PTIN | P00117357 | PTIN |
| Phone | 7068863173 | PhoneNum |
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 | $1,476,694 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $41,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,178 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $41,178 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,561,112 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,646 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,569 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $105,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,828 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $50,751 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $6,234 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $1,640 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $872 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,715 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,715 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,715 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,828 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,751 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,680 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,329 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,017 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,353,490 | CorporateStockBOYAmt |
| Corporate Stock EOY | $479,381 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $613,291 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $815,243 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $854,386 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,358,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,302,953 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,476,694 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $68,422 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $68,422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,289,748 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,289,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,302,953 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,358,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,302,953 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,289,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,205 | ExcessRevenueOverExpensesAmt |
| Other Increases | $500 | OtherIncreasesAmt |
| Subtotal | $1,303,453 | SubtotalAmt |
| Other Decreases | $500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,302,953 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (169 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADI | P | 2001-01-01 | 2020-07-22 | $2,319 | $1,925 | $394 | $394 |
| BUD | P | 2020-04-13 | 2020-07-22 | $380 | $348 | $32 | $32 |
| AAPL | P | 2001-01-01 | 2020-07-22 | $1,163 | $732 | $431 | $431 |
| APTV | P | 2001-01-01 | 2020-01-01 | $3,465 | $2,367 | $1,098 | $1,098 |
| ASML | P | 2020-07-22 | 2020-12-18 | $1,906 | $1,565 | $341 | $341 |
| AXSIX | P | 2020-07-22 | 2020-08-20 | $340 | $339 | $1 | $1 |
| BUBIX | P | 2020-07-22 | 2020-12-31 | $32,709 | $32,741 | -$32 | -$32 |
| BBD | P | 2020-07-22 | 2020-12-18 | $3,435 | $2,802 | $633 | $633 |
| BBL | P | 2020-07-22 | 2020-01-01 | $958 | $836 | $122 | $122 |
| BLK | P | 2020-07-22 | 2020-12-18 | $1,391 | $1,158 | $233 | $233 |
| CP | P | 2020-07-22 | 2020-12-31 | $1,285 | $1,104 | $181 | $181 |
| CRNC | P | 2020-04-13 | 2020-07-22 | $362 | $175 | $187 | $187 |
| CHRW | P | 2001-01-01 | 2020-07-22 | $937 | $940 | -$3 | -$3 |
| CIPNX | P | 2020-07-22 | 2020-08-20 | $1,204 | $1,151 | $53 | $53 |
| CEO | P | 2020-07-22 | 2020-12-31 | $7,747 | $8,554 | -$807 | -$807 |
| KO | P | 2020-07-22 | 2020-12-18 | $53 | $48 | $5 | $5 |
| CCEP | P | 2020-01-01 | 2020-12-31 | $8,764 | $8,665 | $99 | $99 |
| CREE | P | 2001-01-01 | 2020-07-22 | $1,336 | $934 | $402 | $402 |
| DIS | P | 2001-01-01 | 2020-12-18 | $519 | $338 | $181 | $181 |
| DOV | P | 2020-07-22 | 2020-08-20 | $548 | $523 | $25 | $25 |
| ETN | P | 2020-07-22 | 2020-12-31 | $1,718 | $1,502 | $216 | $216 |
| ECL | P | 2020-04-07 | 2020-07-22 | $209 | $162 | $47 | $47 |
| EMR | P | 2020-07-22 | 2020-12-31 | $2,166 | $1,847 | $319 | $319 |
| EL | P | 2020-07-22 | 2020-12-31 | $3,059 | $2,336 | $723 | $723 |
| FB | P | 2020-02-05 | 2020-07-22 | $478 | $420 | $58 | $58 |
| FIHBX | P | 2020-07-22 | 2020-08-20 | $155 | $155 | ||
| FIS | P | 2001-01-01 | 2020-07-22 | $2,739 | $2,545 | $194 | $194 |
| FITB | P | 2020-07-22 | 2020-12-31 | $3,785 | $2,837 | $948 | $948 |
| FEYE | P | 2001-01-01 | 2020-07-22 | $1,463 | $1,432 | $31 | $31 |
| FCX | P | 2020-04-13 | 2020-07-22 | $531 | $319 | $212 | $212 |
| GQGIX | P | 2020-07-22 | 2020-12-31 | $3,770 | $3,280 | $490 | $490 |
| GH | P | 2001-01-01 | 2020-07-22 | $2,144 | $1,981 | $163 | $163 |
| HON | P | 2020-07-22 | 2020-11-16 | $3,339 | $2,473 | $866 | $866 |
| ING | P | 2020-07-22 | 2020-12-31 | $1,588 | $1,315 | $273 | $273 |
| ICE | P | 2020-07-22 | 2020-08-20 | $1,138 | $1,053 | $85 | $85 |
| IBM | P | 2001-01-01 | 2020-11-02 | $12,214 | $13,801 | -$1,587 | -$1,587 |
| FM | P | 2020-07-22 | 2020-08-20 | $147 | $142 | $5 | $5 |
| EWJ | P | 2020-07-22 | 2020-12-31 | $1,020 | $897 | $123 | $123 |
| EPP | P | 2020-07-22 | 2020-12-31 | $1,163 | $1,032 | $131 | $131 |
| MBB | P | 2020-07-22 | 2020-08-20 | $111 | $111 | ||
| EWU | P | 2020-07-22 | 2020-12-31 | $810 | $743 | $67 | $67 |
| TIP | P | 2020-07-22 | 2020-08-20 | $126 | $125 | $1 | $1 |
| JHMM | P | 2020-07-22 | 2020-12-31 | $7,766 | $6,613 | $1,153 | $1,153 |
| JPM | P | 2020-07-22 | 2020-12-18 | $1,783 | $1,464 | $319 | $319 |
| FWONA | P | 2020-04-13 | 2020-07-22 | $33 | $23 | $10 | $10 |
| FWONK | P | 2020-04-13 | 2020-07-22 | $70 | $48 | $22 | $22 |
| LGFB | P | 2020-04-13 | 2020-07-22 | $99 | $86 | $13 | $13 |
| MCD | P | 2020-07-22 | 2020-08-20 | $842 | $794 | $48 | $48 |
| MRK | P | 2020-07-22 | 2020-08-20 | $929 | $870 | $59 | $59 |
| MNST | P | 2001-01-01 | 2020-07-22 | $2,951 | $2,181 | $770 | $770 |
| EDU | P | 2020-07-22 | 2020-12-18 | $1,354 | $1,151 | $203 | $203 |
| NVS | P | 2020-07-22 | 2020-08-26 | $8,551 | $8,564 | -$13 | -$13 |
| DNOW | P | 2020-04-13 | 2020-07-22 | $434 | $276 | $158 | $158 |
| NUE | P | 2020-04-13 | 2020-07-22 | $251 | $233 | $18 | $18 |
| NTNX | P | 2001-01-01 | 2020-07-22 | $833 | $964 | -$131 | -$131 |
| NPSRX | P | 2020-07-22 | 2020-08-20 | $669 | $652 | $17 | $17 |
| NYDA | P | 2019-09-05 | 2020-07-22 | $832 | $356 | $476 | $476 |
| OXY | P | 2001-01-01 | 2020-07-22 | $799 | $1,341 | -$542 | -$542 |
| OXYWS | P | 2020-08-03 | 2020-08-06 | $4 | $4 | ||
| OTIS | P | 2001-01-01 | 2020-07-22 | $705 | $775 | -$70 | -$70 |
| PANW | P | 2019-12-03 | 2020-07-22 | $251 | $227 | $24 | $24 |
| PXD | P | 2001-01-01 | 2020-11-02 | $5,771 | $7,129 | -$1,358 | -$1,358 |
| PLD | P | 2020-07-22 | 2020-08-20 | $721 | $680 | $41 | $41 |
| QCOM | P | 2019-08-01 | 2020-07-22 | $1,565 | $1,214 | $351 | $351 |
| QRTEA | P | 2020-04-13 | 2020-07-22 | $821 | $656 | $165 | $165 |
| RTX | P | 2001-01-01 | 2020-07-22 | $1,783 | $1,900 | -$117 | -$117 |
| CRM | P | 2019-11-08 | 2020-08-20 | $1,030 | $802 | $228 | $228 |
| SNY | P | 2020-08-26 | 2020-12-18 | $720 | $778 | -$58 | -$58 |
| STX | P | 2020-03-12 | 2020-07-22 | $543 | $479 | $64 | $64 |
| SIEGY | P | 2020-07-22 | 2020-08-20 | $275 | $266 | $9 | $9 |
| FEZ | P | 2020-07-22 | 2020-12-18 | $4,458 | $4,040 | $418 | $418 |
| GXC | P | 2020-07-22 | 2020-12-31 | $613 | $577 | $36 | $36 |
| TGEIX | P | 2020-07-22 | 2020-08-20 | $662 | $651 | $11 | $11 |
| TU | P | 2020-07-22 | 2020-08-20 | $606 | $564 | $42 | $42 |
| TD | P | 2020-07-22 | 2020-12-31 | $1,075 | $916 | $159 | $159 |
| TWTR | P | 2001-01-01 | 2020-07-22 | $1,439 | $1,075 | $364 | $364 |
| UBER | P | 2001-01-01 | 2020-07-22 | $1,757 | $1,925 | -$168 | -$168 |
| UPS | P | 2019-10-03 | 2020-07-22 | $592 | $579 | $13 | $13 |
| VZ | P | 2020-07-22 | 2020-08-20 | $1,061 | $1,002 | $59 | $59 |
| VMW | P | 2001-01-01 | 2020-07-22 | $1,301 | $1,379 | -$78 | -$78 |
| WDC | P | 2019-11-20 | 2020-07-22 | $872 | $967 | -$95 | -$95 |
| ABBV | P | 2001-01-01 | 2020-07-22 | $2,868 | $2,480 | $388 | $388 |
| AAP | P | 2001-01-01 | 2020-07-22 | $745 | $734 | $11 | $11 |
| ALXN | P | 2019-09-16 | 2020-07-22 | $529 | $544 | -$15 | -$15 |
| AMCX | P | 2020-04-13 | 2020-07-22 | $366 | $369 | -$3 | -$3 |
| AMGN | P | 2001-01-01 | 2020-11-02 | $4,173 | $4,086 | $87 | $87 |
| ADBE | P | 2001-01-01 | 2020-07-22 | $6,213 | $1,065 | $5,148 | $5,148 |
| AAP | P | 2001-01-01 | 2020-07-22 | $1,789 | $1,871 | -$82 | -$82 |
| AKAM | P | 2001-01-01 | 2020-07-22 | $3,851 | $1,195 | $2,656 | $2,656 |
| ALXN | P | 2001-01-01 | 2020-07-22 | $2,010 | $2,506 | -$496 | -$496 |
| BABA | P | 2001-01-01 | 2020-07-22 | $3,500 | $2,404 | $1,096 | $1,096 |
| ALLERGAN | P | 2001-01-01 | 2020-05-11 | $6,570 | $4,536 | $2,034 | $2,034 |
| GOOG | P | 2008-10-23 | 2020-12-18 | $1,722 | $174 | $1,548 | $1,548 |
| AMZN | P | 2005-05-03 | 2020-08-20 | $3,284 | $33 | $3,251 | $3,251 |
| AMCX | P | 2001-01-01 | 2020-07-22 | $366 | $712 | -$346 | -$346 |
| AXP | P | 2001-01-01 | 2020-07-22 | $2,314 | $1,812 | $502 | $502 |
| BUD | P | 2001-01-01 | 2020-07-22 | $1,628 | $2,444 | -$816 | -$816 |
| AAPL | P | 2001-01-01 | 2020-07-22 | $4,650 | $749 | $3,901 | $3,901 |
| T | P | 2000-01-27 | 2020-07-22 | $25,917 | $36,546 | -$10,629 | -$10,629 |
| ADSK | P | 2001-01-01 | 2020-07-22 | $4,079 | $529 | $3,550 | $3,550 |
| BIIB | P | 2001-01-01 | 2020-07-22 | $5,649 | $2,957 | $2,692 | $2,692 |
| BMRN | P | 2001-01-01 | 2020-07-22 | $2,537 | $1,767 | $770 | $770 |
| BAC | P | 2001-01-01 | 2020-07-22 | $381,672 | $640,563 | -$258,891 | -$258,891 |
| AVGO | P | 2001-01-01 | 2020-12-31 | $3,671 | $448 | $3,223 | $3,223 |
| CRNC | P | 2001-01-01 | 2020-07-22 | $402 | $153 | $249 | $249 |
| CHTR | P | 2000-01-27 | 2020-07-22 | $41,223 | $13,140 | $28,083 | $28,083 |
| CTXS | P | 2001-01-01 | 2020-07-22 | $5,557 | $1,619 | $3,938 | $3,938 |
| CMCSA | P | 2001-01-01 | 2020-07-22 | $10,226 | $2,612 | $7,614 | $7,614 |
| COST | P | 2017-10-06 | 2020-08-20 | $1,020 | $472 | $548 | $548 |
| CREE | P | 2001-01-01 | 2020-07-22 | $1,603 | $764 | $839 | $839 |
| DISCA | P | 2001-01-01 | 2020-07-22 | $1,191 | $1,218 | -$27 | -$27 |
| DIS | P | 2001-01-01 | 2020-12-18 | $2,941 | $721 | $2,220 | $2,220 |
| DLB | P | 2001-01-01 | 2020-07-22 | $2,357 | $1,473 | $884 | $884 |
| ECL | P | 2001-01-01 | 2020-07-22 | $2,713 | $1,410 | $1,303 | $1,303 |
| EQIX | P | 2001-01-01 | 2020-07-22 | $3,661 | $2,129 | $1,532 | $1,532 |
| FB | P | 2001-01-01 | 2020-07-22 | $8,834 | $3,735 | $5,099 | $5,099 |
| FMCC | P | 2000-01-11 | 2020-07-22 | $4,289 | $96,936 | -$92,647 | -$92,647 |
| FEYE | P | 2019-05-30 | 2020-07-22 | $328 | $360 | -$32 | -$32 |
| FCX | P | 2001-01-01 | 2020-07-22 | $2,516 | $2,198 | $318 | $318 |
| GCI LIBERTY | P | 2001-01-01 | 2020-07-22 | $535 | $104 | $431 | $431 |
| GWW | P | 2001-01-01 | 2020-07-22 | $3,381 | $2,340 | $1,041 | $1,041 |
| HD | P | 2008-01-14 | 2020-08-20 | $843 | $76 | $767 | $767 |
| HON | P | 2001-01-01 | 2020-11-16 | $3,704 | $2,221 | $1,483 | $1,483 |
| INFO | P | 2001-01-01 | 2020-07-22 | $3,443 | $2,262 | $1,181 | $1,181 |
| IMGN | P | 2001-01-01 | 2020-07-22 | $364 | $206 | $158 | $158 |
| INTC | P | 1999-10-27 | 2020-07-22 | $169,858 | $97,855 | $72,003 | $72,003 |
| IONS | P | 2001-01-01 | 2020-07-22 | $2,791 | $1,442 | $1,349 | $1,349 |
| JCI | P | 2001-01-01 | 2020-07-22 | $3,218 | $3,250 | -$32 | -$32 |
| LBRDA | P | 2001-01-01 | 2020-07-22 | $525 | $231 | $294 | $294 |
| LBRDK | P | 2001-01-01 | 2020-07-22 | $401 | $11 | $390 | $390 |
| LSXMA | P | 2001-01-01 | 2020-07-22 | $381 | $205 | $176 | $176 |
| LSXMK | P | 2001-01-01 | 2020-07-22 | $791 | $453 | $338 | $338 |
| FWONA | P | 2001-01-01 | 2020-07-22 | $132 | $95 | $37 | $37 |
| FWONK | P | 2001-01-01 | 2020-07-22 | $141 | $36 | $105 | $105 |
| LGFB | P | 2001-01-01 | 2020-07-22 | $226 | $623 | -$397 | -$397 |
| LHX | P | 2001-07-11 | 2020-07-22 | $4,167 | $589 | $3,578 | $3,578 |
| MDT | P | 2001-01-01 | 2020-07-22 | $1,457 | $1,157 | $300 | $300 |
| NOV | P | 2001-01-01 | 2020-07-22 | $805 | $1,940 | -$1,135 | -$1,135 |
| DNOW | P | 2001-01-01 | 2020-07-22 | $711 | $1,273 | -$562 | -$562 |
| NUAN | P | 2001-01-01 | 2020-07-22 | $2,231 | $1,045 | $1,186 | $1,186 |
| NUE | P | 2001-01-01 | 2020-07-22 | $1,718 | $2,018 | -$300 | -$300 |
| NTNX | P | 2001-01-01 | 2020-07-22 | $743 | $1,424 | -$681 | -$681 |
| NVDA | P | 2001-01-01 | 2020-07-22 | $2,913 | $1,020 | $1,893 | $1,893 |
| PANW | P | 2001-01-01 | 2020-07-22 | $2,255 | $1,062 | $1,193 | $1,193 |
| PNR | P | 2001-01-01 | 2020-07-22 | $1,191 | $1,087 | $104 | $104 |
| PFE | P | 2009-04-20 | 2020-07-22 | $91,966 | $96,655 | -$4,689 | -$4,689 |
| PXD | P | 2001-01-01 | 2020-11-02 | $1,346 | $2,752 | -$1,406 | -$1,406 |
| QCOM | P | 2018-07-12 | 2020-07-22 | $1,749 | $1,105 | $644 | $644 |
| QRTEA | P | 2001-01-01 | 2020-07-22 | $996 | $1,507 | -$511 | -$511 |
| SFE | P | 1999-12-07 | 2020-07-22 | $2,591 | $110,970 | -$108,379 | -$108,379 |
| SCHW | P | 2001-01-01 | 2020-07-22 | $1,862 | $927 | $935 | $935 |
| STX | P | 2001-01-01 | 2020-07-22 | $4,094 | $2,221 | $1,873 | $1,873 |
| SPLK | P | 2017-06-15 | 2020-07-22 | $3,268 | $916 | $2,352 | $2,352 |
| TEL | P | 2001-01-01 | 2020-07-22 | $3,635 | $2,114 | $1,521 | $1,521 |
| TXN | P | 2001-01-01 | 2020-07-22 | $1,966 | $448 | $1,518 | $1,518 |
| TFC | P | 2005-02-28 | 2020-07-22 | $463,218 | $124,411 | $338,807 | $338,807 |
| TWTR | P | 2001-01-01 | 2020-07-22 | $5,352 | $3,243 | $2,109 | $2,109 |
| UBER | P | 2019-06-28 | 2020-07-22 | $846 | $1,204 | -$358 | -$358 |
| UPS | P | 2001-01-01 | 2020-07-22 | $2,368 | $1,700 | $668 | $668 |
| UNH | P | 2001-01-19 | 2020-07-22 | $6,131 | $255 | $5,876 | $5,876 |
| VRTX | P | 2001-01-01 | 2020-07-22 | $4,935 | $862 | $4,073 | $4,073 |
| V | P | 2010-12-01 | 2020-08-20 | $405 | $38 | $367 | $367 |
| VMW | P | 2001-01-01 | 2020-07-22 | $1,446 | $513 | $933 | $933 |
| DIS | P | 2001-09-21 | 2020-08-20 | $1,152 | $157 | $995 | $995 |
| WDC | P | 2001-01-01 | 2020-07-22 | $1,962 | $2,273 | -$311 | -$311 |
| ZTS | P | 2001-01-01 | 2020-08-20 | $1,107 | $206 | $901 | $901 |
| ST COVERED | P | 2001-01-01 | 2020-12-31 | $1,838 | $2,298 | -$460 | -$460 |
| LT COVERED | P | 2001-01-01 | 2020-12-31 | $17,475 | $14,410 | $3,065 | $3,065 |
| Wash Sale | $162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,646 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,569 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,471 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,471 | SubtotalAmt |
| Tax Based On Investment Income | $1,471 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $1,483 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | NANCY W PRUITT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6785336745 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1626 JEURGENS COURT | AddressLine1Txt |
| City | NORCROSS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30093 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NEIL L PRUITT JR | ||||||
| PO BOX 2367 | NORCROSS | GA | 30091 | Trustee | 0.00 | $0 |
| NANCY W PRUITT | ||||||
| PO BOX 2367 | NORCROSS | GA | 30091 | Chairman | 0.00 | $0 |
| LISA P HAMBY | ||||||
| PO BOX 2367 | NORCROSS | GA | 30091 | Trustee | 0.00 | $0 |
| J PAIGE PRUITT | ||||||
| PO BOX 2367 | NORCROSS | GA | 30091 | Trustee | 0.00 | $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 | $1,468,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,481,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,481,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,459,105 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,955 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,955 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,471 | TotalTaxAmt |
| Distributable Before Adj | $71,484 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,484 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,484 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,715 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,715 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $83,715 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,484 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,215 | UndistributedIncomePYAmt |
| Qualifying Distributions | $83,715 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,215 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,500 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $68,984 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PRUITT CARES FOUNDATION | |||||||
| 1626 JEURGENS COURT | NORCROSS | GA | 30093 | NONE | PC | GENERAL BUDGET | $20,715 |
| ST JUDE'S CHILDRENS' RESEARCH | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | N/A | GENERAL BUDGET | $2,000 |
| HOLY INNOCENTS EPISCOPAL SCHOOL | |||||||
| 805 MOUNT VERNON HWY NW | ATLANTA | GA | 30327 | NONE | N/A | GENERAL FUND | $36,000 |
| RABUN GAP PRESBYTERIAN CHURCH | |||||||
| 8397 WOLFFORK ROAD | RABUN GAP | GA | 30568 | NONE | N/A | BUILDING FUND | $20,000 |
| PIEDMONT COLLEGE | |||||||
| 1021 CENTRAL AVE | DEMOREST | GA | 30535 | NONE | PC | NURSING PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,715 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $41,178 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $64,484 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $105,666 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,666 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $769 | $5,258 |
| ALPHABET INC CL C | $4,402 | $8,759 |
| AMAZON COM INC | $3,451 | $16,285 |
| BLACKROCK INC | $12,161 | $15,152 |
| BROADCOM INC | $8,816 | $14,887 |
| COSTCO WHOLESALE CORP NEW | $16,180 | $19,593 |
| EQUINIX INC COM | $7,435 | $7,142 |
| HOME DEPOT INC | $10,040 | $12,484 |
| HONEYWELL INTERNATIONAL INC | $12,518 | $17,229 |
| LINDE PLC | $9,064 | $9,486 |
| MICROSOFT CORP | $8,675 | $18,683 |
| SALESFORCE COM, INC | $12,109 | $14,464 |
| TE CONNECTIVITY LTD NEW | $7,681 | $9,322 |
| THERMO FISHER SCIENTIFIC | $8,504 | $14,905 |
| UNITEDHEALTH GP INC | $3,568 | $14,729 |
| VISA INC CL A | $8,359 | $14,436 |
| ZOETIS INC CLASS-A | $9,670 | $14,068 |
| AMT | $13,992 | $12,121 |
| AMGN | $14,312 | $12,876 |
| ADI | $11,441 | $14,921 |
| APTV | $6,123 | $9,772 |
| ASML | $7,411 | $9,267 |
| BBD | $7,228 | $9,089 |
| BHP | $7,704 | $9,280 |
| CP | $7,453 | $9,361 |
| CVX | $9,358 | $8,783 |
| KO | $13,499 | $15,410 |
| DIS | $9,927 | $15,219 |
| DOV | $12,765 | $15,403 |
| ETN | $11,831 | $15,138 |
| EMR | $11,526 | $14,547 |
| ERIC | $8,815 | $8,855 |
| EL | $10,900 | $14,907 |
| FITB | $10,498 | $14,998 |
| ING | $7,205 | $9,157 |
| ICE | $12,350 | $14,872 |
| JPM | $11,911 | $15,503 |
| PHG | $8,667 | $9,046 |
| MCD | $12,512 | $13,519 |
| MRK | $12,496 | $12,924 |
| NTES | $8,360 | $8,619 |
| EDU | $7,882 | $10,220 |
| NEE | $7,786 | $8,024 |
| PLD | $12,622 | $12,956 |
| SNY | $10,059 | $9,426 |
| SAP | $8,688 | $6,911 |
| SIEGY | $8,250 | $8,915 |
| TU | $7,969 | $9,227 |
| TD | $7,606 | $9,366 |
| VZ | $16,808 | $17,743 |
| OXYWS | $25 | $34 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AXSIX | AT COST | $63,552 | $64,920 |
| CIPNX | AT COST | $33,174 | $38,802 |
| CIHIX | AT COST | $21,514 | $22,899 |
| GQGIX | AT COST | $22,377 | $27,549 |
| NPSRX | AT COST | $24,828 | $26,518 |
| BAGIX | AT COST | $108,618 | $107,433 |
| BUBIX | AT COST | $137,927 | $137,654 |
| FIHBX | AT COST | $25,325 | $26,274 |
| IDMIX | AT COST | $108,619 | $109,686 |
| TGEIX | AT COST | $33,328 | $35,232 |
| FM | AT COST | $5,513 | $6,606 |
| EWJ | AT COST | $8,801 | $10,607 |
| EPP | AT COST | $13,205 | $15,318 |
| EWL | AT COST | $5,695 | $6,121 |
| EWU | AT COST | $16,369 | $18,072 |
| JHMM | AT COST | $46,772 | $56,932 |
| FEZ | AT COST | $35,274 | $38,466 |
| GXC | AT COST | $13,739 | $15,495 |
| MBB | AT COST | $43,934 | $43,722 |
| GOVT | AT COST | $29,799 | $28,847 |
| TIP | AT COST | $16,880 | $17,233 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reissue prior year voided check | Desc |
| Amt | $500 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Period Adjustment-Voided Check | Desc |
| Amt | $500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $6,234 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Foreign taxes | $219 |
| Income taxes | $653 |
Comments