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MELVIN DOUGLAS AND VICTORIA KAY IVESTER FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MELVIN DOUGLAS AND VICTORIA KAY IVESTER FOUNDATION INC (EIN 45-4004727)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-18
IRS object ID
202112919349101006
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-18T13:41:15-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Swinton GriffithBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13978 Sweet Bottom DriveAddressLine1Txt
CityDuluthCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30096ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454004727EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Melvin Douglas and Victoria Kay Ivester Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMELVBusinessNameControlTxt
Phone4043107000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1411 Peachtree Battle Ave NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP303054032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLynn J DarbyPersonNm
Person TitlePresidentPersonTitleTxt
Phone4043107000PhoneNum
Signature2021-10-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLynnPersonFirstNm
Person LastDarbyPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSwinton GriffithPreparerPersonNm
PTINP01350474PTIN
Phone4043107000PhoneNum
Preparation2021-10-18PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$40,044,454FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,713,773ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$820InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$820InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,241,553DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,241,572DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,823,528NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,735,534GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,824,013CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,824,013NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss-$757OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,179OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,778,917TotalRevAndExpnssAmt
Total Net Invst Incm$3,068,584TotalNetInvstIncmAmt
Total Adj Net Incm$1,824,013TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$165,900CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$50,310CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$115,590CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$77,024OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$77,024OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$2InterestRevAndExpnssAmt
Taxes Rev And Expnss$45,000TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$287,926TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$127,334TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$115,590TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,404,322ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,404,322ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,692,248TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$127,334TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,519,912TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,086,669ExcessRevenueOverExpensesAmt
Net Investment Income$2,941,250NetInvestmentIncomeAmt
Adjusted Net Income$1,824,013AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,102,204SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,394,201SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,394,201SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$32,582,801CorporateStockBOYAmt
Corporate Stock EOY$37,395,825CorporateStockEOYAmt
Corporate Stock EOYFMV$38,599,277CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$13,426OtherInvestmentsBOYAmt
Other Investments EOY$41,858OtherInvestmentsEOYAmt
Other Investments EOYFMV$50,976OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$34,698,431TotalAssetsBOYAmt
Total Assets EOY$38,831,884TotalAssetsEOYAmt
Total Assets EOYFMV$40,044,454TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$34,698,431CapitalStockBOYAmt
Capital Stock EOY$38,831,884CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$34,698,431TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,831,884TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$34,698,431TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$38,831,884TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$34,698,431TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,086,669ExcessRevenueOverExpensesAmt
Other Increases$46,784OtherIncreasesAmt
Subtotal$38,831,884SubtotalAmt
Tot Net Ast Or Fund Balances EOY$38,831,884TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS Publicly Held Securities (Sch. Attached)P2020-01-012020-12-31$5,411,589$0$3,770,832$1,640,757$0$0$0$1,640,757
Morgan Stanley Managed Account (Sch. Attached)P2020-01-012020-12-31$1,349,421$0$1,166,165$183,256$0$0$0$183,256
FieldValueIRS element (for citing)
Capital Gain Net Income$1,824,013CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,824,013NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$40,883InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$40,883SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$40,883TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$45,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$45,000TotalPaymentsAndCreditsAmt
Original Return Overpayment-$45,000OriginalReturnOverpaymentAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$73EsPenaltyAmt
Overpayment$4,044OverpaymentAmt
Applied To ES Tax$4,044AppliedToESTaxAmt

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 BooksSwinton GriffithIndividualWithBooksNm
Phone4043107000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13978 Sweet Bottom DriveAddressLine1Txt
CityDuluthCityNm
State AbbreviationGAStateAbbreviationCd
ZIP300963158ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
M Douglas Ivester
411 Peachtree Battle AveNWAtlantaGA30305Director12.00$51,800$0$0
Lynn J Darby
9 Corte Del MarPalm CoastFL32137Director, President15.00$52,800$0$0
Swinton A Griffith III
3978 Sweet Bottom DriveDuluthGA30096Director, Secretary & Treasurer12.00$51,800$0$0
Oliver C Murray
964 Racetrack RoadMcDonoughGA30252Director5.00$9,500$0$0
Martha Maron Weber
645 County Road 604WedoweeAL36278VP and Asst. Secretary0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$31,744,263AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$640,895AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$32,385,158TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$32,385,158AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$485,777CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,899,381NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,594,969MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,594,969MinimumInvestmentReturnAmt
Tax Based On Investment Income$40,883TaxBasedOnInvestmentIncomeAmt
Total Tax$40,883TotalTaxAmt
Distributable Before Adj$1,554,086DistributableBeforeAdjAmt
Distributable Before Ded$1,554,086DistributableBeforeDedAmt
Distributable As Adjusted$1,554,086DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,519,912ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,519,912QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,519,912AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,554,086DistributableAsAdjustedAmt
Undistributed Income PY$1,403,591UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,519,912QualifyingDistributionsAmt
Applied To Year1$1,403,591AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$116,321AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,437,765UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerM Douglas V Kay IvesterContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Northeast GA History Center
322 Academy StreetGainesvilleGA30501PCCarry on Charitable Organization Activities$6,322
Brenau University
500 Washington Street SEGainesvilleGA30501PCStrengthen University'sHealth Sciences programs$238,000
Hall County School District
711 Green StreetGainesvilleGA30501PCEarly College$700,000
Atlanta Botanical Garden
1345 Piedmont Ave NEAtlantaGA30309PCVineyard andOrchard Parking$400,000
Hall County School District
711 Green StreetGainesvilleGA30501PCHall County SchoolDistrcit Teacherof Year Program$25,000
Gainesville City School System
508 Oak StreetGainesvilleGA30501PCGainesville CitySchool System TeacherOf Year Program$10,000
Hall County Library System
127 Main St NWGainesvilleGA30501PCCapital Campaignfor GainesvilleLibrary Renovation$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,404,322TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Gainesville City School SystemBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1508 Oak StreetAddressLine1Txt
CityGainesvilleCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30501ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGainesville CitySchool System Teacherof the Year ProgramGrantOrContributionPurposeTxt
Amt$80,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$80,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$820ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,241,553ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,823,528ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,065,901ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,065,901TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
M Douglas Ivester V Kay Ivester
1411 Peachtree Battle Avenue NWAtlantaGA303054032$2,100,000Yes (X)
M Douglas Ivester
2411 Peachtree Battle Avenue NWAtlantaGA303054032$613,773Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property52,000 common shares of ACI Worldwide, Inc.NoncashPropertyDesc
Fair Market Value$2,002,520FairMarketValueAmt
Received2020-01-07ReceivedDt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNoneDesc
Amt$0Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
Various
Morgan Stanley-Sale of Investment AssetsPurchased$1,323,945$1,141,174$182,771
Various
UBS-Sale of Investment AssetsPurchased$5,411,589$3,770,832$1,640,757

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UBS Financial Services Inc.$33,995,635$33,221,713
Morgan Stanley Smith Barney Managed Account$3,400,190$5,377,564

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMorgan Stanley Riverview SOF ICategoryOrItemTxt
Book Value$41,858BookValueAmt
EOYFMV$50,976EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Rounding$11$11
Income from Riverview SOF-$768$2,168

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTo adjust Book Basis to "Tax Basis Method"Desc
Amt$46,784Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
UBS Financial Services, Inc. Investment Advisory$41,507$41,507
Morgan Stanley Investment Advisory$35,517$35,517

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise Tax on Investment IncomeCategoryTxt
Amt$45,000Amt

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