WILLIAM M HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM M HARRIS FAMILY FOUNDATION (EIN 58-1422604)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202133159349101683
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T10:40:38-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 CONCOURSE PARKWAY SUITE 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | 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 | 581422604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M HARRIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7707409782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE WAY SUITE D-9 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30076 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEANE MINK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7707409782 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEANE | PersonFirstNm |
| Person Last | MINK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA T DOTSON | PreparerPersonNm |
| PTIN | P00645864 | PTIN |
| Phone | 4048929651 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
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 |
| 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 | $9,348,452 | 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 |
| Dividends Rev And Expnss | $185,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$126,787 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,255,672 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,587 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,587 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $78,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $205,749 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,530 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,677 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,677 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,933 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,933 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,011 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $563 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,046 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $114 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,446 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $507,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $507,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $603,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $507,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$524,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,139 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,592 | CashBOYAmt |
| Cash EOY | $31,192 | CashEOYAmt |
| Cash EOYFMV | $31,192 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $288,968 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $374,375 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $374,375 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,020,250 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,598,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,544,290 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,667,698 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,374,900 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,333,374 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $846,414 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $835,970 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $975,784 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $96,557 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,120 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $89,437 | LandEOYAmt |
| Land EOYFMV | $89,437 | LandEOYFMVAmt |
| Total Assets BOY | $4,828,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,304,564 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,348,452 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,828,922 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,304,564 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,828,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,304,564 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,828,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,304,564 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,828,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$524,358 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,304,564 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,304,564 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENTS | P | $1,138,703 | $1,294,994 | -$156,291 | -$156,291 |
| EDWARD JONES INVESTMENTS | P | $116,969 | $87,465 | $29,504 | $29,504 |
| P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$126,787 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,059 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,059 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $6,326 | OverpaymentAmt |
| Applied To ES Tax | $6,326 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | EAGLESFOUNDA@MINDSPRING.COM | WebsiteAddressTxt |
| Individual With Books | JANE GOODWIN | IndividualWithBooksNm |
| Phone | 7706411927 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE ROAD SUITE D-9 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DR DEANE MINK | ||||||||
| 409 NORTHSIDE DRIVE | VALDOSTA | GA | 31602 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DR VINCENT ERARIO | ||||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | VICE CHAIRMAN | 2.00 | $0 | $0 | $0 |
| JANE GOODWIN | ||||||||
| 600 HOUZE ROAD SUITE D-9 | ROSWELL | GA | 30076 | SECRETARY/TREASURER | 10.00 | $13,530 | $0 | $0 |
| DR JERRY HARDEE | ||||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DR TOM MORGAN | ||||||||
| 1350 YOUNGS FARM ROAD | CEDARTOWN | GA | 30125 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| EDWIN STAUB | ||||||||
| PO BOX 7200 | CHESTNUT MTN | GA | 30502 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JAMES MCDONALD | ||||||||
| 2501 WEST 84TH STREET | BLOOMINGTON | MN | 55431 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION PROMOTES CHIROPRACTIC EDUCATION THROUGH ITS GRANTS AND CONTRIBUTIONS TO VARIOUS CHIROPRACTIC COLLEGES AND EDUCATIONAL ORGANIZATIONS. | Description1Txt |
| Expenses1 | $340,000 | Expenses1Amt |
| Description2 | THE ORGANIZATION PROMOTES CERTAIN HUMANITARIAN ACTIVITIES THROUGH GRANTS AND CONTRIBUTIONS TO VARIOUS SOCIAL SERVICE ORGANIZATIONS. | Description2Txt |
| Expenses2 | $167,000 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,244,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $330,536 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $173,035 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,748,073 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,748,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,616,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $430,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $430,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,059 | TotalTaxAmt |
| Distributable Before Adj | $428,784 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $428,784 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $428,784 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $507,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $507,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $507,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $428,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $172,937 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $261,525 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $412,955 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $400,244 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $118,031 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,365,692 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $507,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $428,784 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $78,216 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,443,908 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $172,937 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,270,971 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $261,525 | ExcessFromYear4Amt |
| Excess From Year3 | $412,955 | ExcessFromYear3Amt |
| Excess From Year2 | $400,244 | ExcessFromYear2Amt |
| Excess From Year1 | $118,031 | ExcessFromYear1Amt |
| Excess From Current Year | $78,216 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE GOODWIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE WAY SUITE D-9 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7706411927 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANGEL EXPRESS | ||||||
| 24 RIDGEVIEW DRIVE | SILVER CREEK | GA | 30173 | PC | HUMANITARIAN | $5,000 |
| ATHENS YMCA | ||||||
| 915 HAWTHORNE AVENUE | ATHENS | GA | 30606 | PC | HUMANITARIAN | $5,000 |
| ATLANTA HOSPITAL HOSPICE HOUSE | ||||||
| 815 S PONCE DE LEON NE | ATLANTA | GA | 30307 | PC | HUMANITARIAN | $5,000 |
| BIBLE BAPTIST CHURCH | ||||||
| 64 DOVE LANE | KALISPELL | MT | 59901 | PC | HUMANITARIAN | $20,000 |
| BOYS & GIRLS CLUB OF GREATER LEE COUNTY | ||||||
| 1365 GATEWOOD DRIVE | AUBURN | AL | 36830 | PC | HUMANITARIAN | $5,000 |
| CHILDREN WITHOUT BED | ||||||
| 601 W CROSSVILLE ROAD | ROSWELL | GA | 30075 | PC | HUMANITARIAN | $5,000 |
| CLAKSTON COMMUNITY CENTER | ||||||
| 3700 MARKET ST E1 | CLARKSTON | GA | 30021 | PC | HUMANITARIAN | $5,000 |
| CLEVELAND UNIVERSITY | ||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | PC | EDUCATION | $40,000 |
| EAGLE RANCH | ||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | PC | HUMANITARIAN | $90,000 |
| INSPIRE | ||||||
| 101 S ROOSEVELT DRIVE | CHANDLER | AZ | 85226 | PC | EDUCATION | $25,000 |
| LIFE UNIVERSITY | ||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | PC | EDUCATION | $135,000 |
| LIFEWEST | ||||||
| 25001 INDUSTRIAL BLVD | HAYWARD | CA | 94545 | PC | EDUCATION | $140,000 |
| OKLAHAVEN CHILDREN'S CHIROPRACTIC CENTER | ||||||
| 4500 N MERIDIAN | OKLAHOMA CITY | OK | 73112 | PC | HUMANITARIAN | $10,000 |
| OUR NEIGHBOR INC | ||||||
| PO BOX 107 | GAINESVILLE | GA | 30503 | PC | HUMANITARIAN | $5,000 |
| READING IS ESSENTIAL FOR ALL PEOPLE INC | ||||||
| 2960 ALSTON DR SE STE 207 | ATLANTA | GA | 30317 | PC | EDUCATION | $5,000 |
| SPECIAL OLYMPICS | ||||||
| 4000 DEKALB TECHNOLOGY PKWY | ATLANTA | GA | 30340 | PC | HUMANITARIAN | $2,000 |
| WOMEN'S HEALTH CENTER | ||||||
| PO BOX 866 | ANDREWS | NC | 28901 | PC | HUMANITARIAN | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $507,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$126,787 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PLAINS ALL AMERICAN | 14 | $953 |
| CANTON JAMERSON | 14 | $19,634 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,962 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,962 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| DESK | 1995-07-13 | $630 | $630 | SL | 7.000000000000 | $0 | $0 |
| FAX MACHINE | 1994-11-08 | $318 | $318 | 200DB | 7.000000000000 | $0 | $0 |
| TELEPHONE EQUIPMENT | 1997-01-10 | $1,425 | $1,425 | SL | 7.000000000000 | $0 | $0 |
| FURNITURE | 2014-05-01 | $4,184 | $4,184 | 200DB | 5.000000000000 | $0 | $0 |
| BUILDING | 2020-09-29 | $90,000 | SL | 30.000000000000 | $750 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $1,374,900 | EOYBookValueAmt |
| EOYFMV | $1,333,374 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $1,403,929 | $6,199,320 |
| EDWARD JONES | $194,761 | $344,970 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB | AT COST | $656,197 | $796,487 |
| CANTON JAMERSON INVESTMENT & PLAINS ALL AMERICAN INVESTMENT | AT COST | $173,205 | $173,205 |
| EDWARD JONES | AT COST | $6,568 | $6,092 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| DESK | $630 | $630 | $0 |
| FAX MACHINE | $318 | $318 | $0 |
| TELEPHONE EQUIPMENT | $1,425 | $1,425 | $0 |
| FURNITURE | $4,184 | $4,184 | $0 |
| BUILDING | $90,000 | $750 | $89,250 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,677 | LegalFeesAmt |
| Net Investment Income | $7,677 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $723 | $0 | $0 |
| INSURANCE | $550 | $0 | $0 |
| OTHER EXPENSES | $437 | $0 | $0 |
| INFORMATION TECHNOLOGY | $2,736 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PLAINS ALL AMERICAN | $953 | $953 | $953 |
| CANTON JAMERSON | $19,634 | $19,634 | $19,634 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $39,933 | Amt |
| Net Investment Income | $39,933 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,254 | $0 | $0 |
| PROPERTY TAXES | $1,802 | $0 | $0 |
| EXCISE TAXES | $11,955 | $0 | $0 |
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