THE ANISE WALLACE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE ANISE WALLACE FOUNDATION (EIN 58-6468784)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202111379349102276
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-17T14:34:55-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581971018PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHALEY HAMMONDS TOMASELLO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 WESTRIDGE IND BLVD SUITE 200AddressLine1Txt
CityMCDONOUGHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30253ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586468784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANISE WALLACE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANISBusinessNameControlTxt
Phone6786374285PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13444 TUXEDO ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRAD FERGUSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4048420013PhoneNum
Signature2021-04-29SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRADPersonFirstNm
Person LastFERGUSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY W HAMMONDSPreparerPersonNm
PTINP00001622PTIN
Phone7709141040PhoneNum
Preparation2021-05-17PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$899,569FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$25,999DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,999DividendsNetInvstIncmAmt
Dividends Adj Net Incm$25,999DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$10,910NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,000GrossSalesPriceAmt
Total Rev And Expnss$36,916TotalRevAndExpnssAmt
Total Net Invst Incm$26,006TotalNetInvstIncmAmt
Total Adj Net Incm$26,006TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$11,363CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$151OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$12,814TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,064TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,148ExcessRevenueOverExpensesAmt
Net Investment Income$26,006NetInvestmentIncomeAmt
Adjusted Net Income$26,006AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,029SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,972SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,972SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$615,780CorporateStockBOYAmt
Corporate Stock EOY$627,689CorporateStockEOYAmt
Corporate Stock EOYFMV$886,597CorporateStockEOYFMVAmt
Total Assets BOY$644,809TotalAssetsBOYAmt
Total Assets EOY$640,661TotalAssetsEOYAmt
Total Assets EOYFMV$899,569TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$644,809RetainedEarningBOYAmt
Retained Earning EOY$640,661RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$644,809TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$640,661TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$644,809TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$640,661TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$644,809TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,148ExcessRevenueOverExpensesAmt
Subtotal$640,661SubtotalAmt
Tot Net Ast Or Fund Balances EOY$640,661TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$361InvestmentIncomeExciseTaxAmt
Subtotal$361SubtotalAmt
Tax Based On Investment Income$361TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$309EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$52ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$361TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRAD FERGUSONIndividualWithBooksNm
Phone4047486287PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBRAD FERGUSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$11,363CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$753,210AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,050AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$768,260TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$768,260AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,524CashDeemedCharitableAmt
Net Vl Noncharitable Assets$756,736NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,837MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,837MinimumInvestmentReturnAmt
Tax Based On Investment Income$361TaxBasedOnInvestmentIncomeAmt
Total Tax$361TotalTaxAmt
Distributable Before Adj$37,476DistributableBeforeAdjAmt
Distributable Before Ded$37,476DistributableBeforeDedAmt
Distributable As Adjusted$37,476DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,250ExpensesAndContributionsAmt
Qualifying Distributions$28,250QualifyingDistributionsAmt
Adjusted Qualifying Distri$28,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,476DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$17,425ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$22,700ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,125TotalExcessDistributionCyovAmt
Qualifying Distributions$28,250QualifyingDistributionsAmt
Treated As Distri From Corpus$28,250TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$37,476ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$37,476ExcessDistributionCyovAppCYAmt
Total Corpus$30,899TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$30,899ExcessDistriCyovToNextYrAmt
Excess From Year1$2,649ExcessFromYear1Amt
Excess From Current Year$28,250ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRAD FERGUSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINEAddressLine1Txt
Address Line2VALLEY ROADAddressLine2Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4047486287RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMS OR MATERIALS ARE REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UGAAA
PO BOX 1472ATHENSGA30603GENERAL SUPPORT$2,250
FIRST PRESBYTERIAN CHURCH OF ATLANT
1325 PEACHTREE ST NEATLANTAGA30309GENERAL SUPPORT$5,000
THE LOVETT SCHOOL
4075 PACES FERRY RD NWATLANTAGA30327GENERAL SUPPORT$5,000
THE VIRGINIA FUND
PO BOX 400807CHARLOTTESVILLEVA22907GENERAL SUPPORT$2,500
WINSHIP CANCER INSTITUTE
1365 E CLIFTON RD NE BLDGATLANTAGA30322WINSHIP GALA$5,000
HISTORIC OAKLAND FOUNDATION
248 OAKLAND AVE SEATLANTAGA30312GENERAL SUPPORT$5,000
THE UNIVERSITY OF VIRGINIA
PO BOX 400807CHARLOTTESVILLEVA22904GENERAL SUPPORT$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,999ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,910RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$26,006ExclusionAmt
Related Or Exempt Function Incm$10,910RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,916TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,300Amt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
Election50300ElectionDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetAMERICAN GROWTH FUNDAssetDesc
Acquired2007-02AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2020-10SoldDt
Gross Sales Price$25,000GrossSalesPriceAmt
Basis$14,090BasisAmt
Total Net$10,910TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CAPITAL WORLD GROWTH & INC.$65,963$94,307
AMERICAN CAPITAL INCOME BUILDER$195,275$209,560
AMERICAN CAPITAL SMALL WORLD$102,493$185,487
AMERICAN FUNDAMENTAL INVESTORS$75,345$88,102
GROWTH FUND OF AMERICA$188,613$309,141

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$151

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