JOHN BULOW CAMPBELL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN BULOW CAMPBELL FOUNDATION (EIN 58-0566149)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349103273
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:27:45-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | 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 | 580566149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BULOW CAMPBELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JBUL | BusinessNameControlTxt |
| Phone | 4046589066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PARKWAY STE 950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W STEPHENSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4046589066 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | STEPHENSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2021-11-13 | 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 | $675,570,595 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,572,269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,260,542 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,848,868 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,413,379 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,427,056 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,421,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,687,598 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $506,030 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,603 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $455,427 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $472,626 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $47,263 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $425,363 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $273,624 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $27,362 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $273,938 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,264 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,326 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,938 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,092 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,046 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,046 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,785,459 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,759,466 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,993 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $12,837 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $12,837 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,404,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,972 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $45,835 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $25,481 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $133,269 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,327 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $119,942 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,772 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $477 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,295 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,714 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,079 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75,636 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,749,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,936,921 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,469,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,243,697 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,820,944 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,992,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,936,921 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,290,194 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,571,804 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,750,677 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,143,301 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,109,327 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,109,327 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $313,153,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $348,197,494 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $348,197,494 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $45,142,810 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $37,317,575 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $37,317,575 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $237,267,988 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $273,844,611 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $273,844,611 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $740,179 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $141,682 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $662,468 | LandBOYAmt |
| Land EOY | $598,497 | LandEOYAmt |
| Land EOYFMV | $598,497 | LandEOYFMVAmt |
| Other Assets BOY | $11,013,915 | OtherAssetsBOYAmt |
| Other Assets EOY | $503,091 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $503,091 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $613,384,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $675,570,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $675,570,595 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $77,247 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,500,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,954,645 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,748,509 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,031,892 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,248,509 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $611,352,506 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $670,322,086 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $611,352,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $670,322,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $613,384,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $675,570,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $611,352,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,571,804 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60,541,384 | OtherIncreasesAmt |
| Subtotal | $670,322,086 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $670,322,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| INVESTMENT PORTFOLIO | $97,709,054 | $72,860,186 | $24,848,868 | $24,848,868 |
| ADDITIONAL PASS-THRU FROM K-1 INVESTMENTS | $11,578,188 | $11,578,188 | $11,578,188 | |
| PASS-THRU UBI FROM K-1 INVESTMENTS | $126,137 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,427,056 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $510,834 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $510,834 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $510,834 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $658,232 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $225,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $883,232 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $372,398 | OverpaymentAmt |
| Applied To ES Tax | $372,398 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.JBCF.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BULOW CAMPBELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4046589066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PARKWAY STE 950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD C PARKER | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JAMES B PATTON | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | VICE-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JOHN W STEPHENSON | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | EXECUTIVE DIRECTOR | 40.00 | $452,113 | $65,999 | $0 |
| DAVID B ALLMAN | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MALON W COURTS | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM A HOLBY | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CLAYTON F JACKSON | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM C WARREN IV | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH E KATES | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | DIRECTOR OF FINANCE | 40.00 | $163,200 | $53,278 | $0 |
| ANNE W GREENE | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | ASSOCIATE DIRECTOR | 40.00 | $160,000 | $45,419 | $0 |
| ELIZABETH K JARRARD | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | GRANTS ADMINISTRATOR | 40.00 | $132,300 | $53,987 | $0 |
| ELIZABETH H VERNER | ||||||||
| 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | ASSOCIATE DIRECTOR | 10.00 | $53,917 | $19,948 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADAGE CAPITAL PARTNERS LP | |||||
| 2000 WESTCHESTER AVE | PURCHASE | NY | 10577 | INVESTMENT MANAGEMENT | $1,903,033 |
| COATURE MANAGEMENT LLC | |||||
| 9 W 57TH STREET STE 2500 | NEW YORK | NY | 10019 | INVESTMENT MANAGEMENT | $1,129,222 |
| NUT TREE CAPITAL MANAGEMENT LP | |||||
| 55 HUDSON YARDS 22ND FLOOR | NEW YORK | NY | 10001 | INVESTMENT MANAGEMENT | $886,378 |
| GOODNOW INVESTMENT GROUP LLC | |||||
| 9 OLD KINGS HIGHWAY SOUTH | DARIEN | CT | 06820 | INVESTMENT MANAGEMENT | $877,506 |
| GREENSPRING ASSOCIATES INC | |||||
| 100 PAINTERS MILL RD STE 700 | OWINGS MILLS | MD | 21117 | INVESTMENT MANAGEMENT | $792,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 32 | ContractorPaidOver50kCnt |
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 | $583,029,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,087,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $591,117,164 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $591,117,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,866,757 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $582,250,407 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,112,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,112,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $510,834 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $510,834 | TotalTaxAmt |
| Distributable Before Adj | $28,601,686 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,601,686 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,601,686 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,290,194 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $10,087 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $23,300,281 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,300,281 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,601,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,543,316 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,300,281 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,543,316 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,756,965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $22,844,721 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNE W GREENE ASSOCIATE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTHSIDE PARKWAY STE 950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4046589066 | RecipientPhoneNum |
| Recipient Email Address | INFO@JBCF.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE HTTP://WWW.JBCF.ORG/GUIDELINES.HTML | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.JBCF.ORG/GUIDELINES.HTML | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.JBCF.ORG/GUIDELINES.HTML | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| AMERICAN RED CROSS | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| ATHENS ACADEMY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $250,000 |
| ATLANTA HABITAT FOR HUMANITY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000,000 |
| ATLANTA MISSION | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $2,000,000 |
| ATLANTA MUSIC PROJECT INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| ATLANTA POLICE FOUNDATION | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $100,000 |
| ATLANTA SPEECH SCHOOL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $700,000 |
| BLUEPRINT 58 | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $110,000 |
| BRIGHT FUTURES ATLANTA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $10,000 |
| CAMP SOUTHERN GROUND | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| EXTRA SPECIAL PEOPLE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $250,000 |
| EXTRA SPECIAL PEOPLE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $130,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $155,808 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $104,292 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $93,638 |
| GEORGIA CENTER FOR CHILD ADVOCACY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $150,000 |
| GLOBAL IMPACT INTERNATIONAL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $200,000 |
| GOOD SAMARITAN HEALTH CENTER OF GWINNETT | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| GOODWILL OF NORTH GEORGIA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| GRADY HEALTH FOUNDATION | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $77,247 |
| INTERVARSITY CHRISTIAN FELLOWSHIP USA | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $150,000 |
| JACOB'S LADDER NEURODEVELOPMENTAL LEARNING CENTER | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $250,000 |
| MARY HALL FREEDOM HOUSE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| MERIDIAN EDUCATIONAL RESOURCE GROUP INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $200,000 |
| MINISTRIES UNITED FOR SERVICE & TRAINING INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000,000 |
| MOREHOUSE SCHOOL OF MEDICINE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000,000 |
| NORTH FULTON COMMUNITY CHARITIES | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| NORTH FULTON COMMUNITY CHARITIES | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $450,000 |
| NW METRO ATLANTA HABITAT FOR HUMANITY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $150,000 |
| OPEN DOORS SOLUTIONS INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $100,000 |
| PIEDMONT HEALTHCARE FOUNDATION | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000,000 |
| QUEST COMMUNITY DEVELOPMENT ORGANIZATION | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $300,000 |
| RABUN GAP-NACOOCHEE SCHOOL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $350,000 |
| SOCCER IN THE STREETS | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $200,000 |
| SOCIETY OF SAINT VINCENT DE PAUL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| ST JUDE'S RECOVERY CENTER | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $400,000 |
| TEACH FOR AMERICA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $100,000 |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $2,500,000 |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,300,000 |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,000,000 |
| THE DDD FOUNDATION INC | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $200,000 |
| THE GEORGIA FARM BUREAU FOUNDATION FOR AGRICULTURE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $150,000 |
| THE HOWARD SCHOOL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $1,136,807 |
| THE HOWARD SCHOOL | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $511,020 |
| THE SALVATION ARMY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $142,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,820,944 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BERRY COLLEGE | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $2,000,000 |
| BOYS & GIRLS CLUBS OF THE CHATTAHOOCHEE VALLEY | ||||||||
| C/O J BULOW CAMPBELL FOUNDATION | 4401 NORTHSIDE PKWY STE 950 | ATLANTA | GA | 30327 | NONE | PC | SUPPORT EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,572,269 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,848,868 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,421,137 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,421,137 | 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 | CategoryTxt |
| Amt | $36,092 | Amt |
| Net Investment Income | $18,046 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,046 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| AUTOMOBILES | 2018-10-01 | $17,290 | $4,323 | SL | 5.000000000000 | $3,458 | $0 |
| FURNITURE & EQUIPMENT | 2015-06-30 | $181,638 | $103,531 | SL | 7.000000000000 | $21,395 | $0 |
| LEASEHOLD IMPROVEMENTS | 2007-09-17 | $6,906 | $157 | SL | 39.000000000000 | $628 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|
| FIXED ASSET DISPOSALS | PURCHASED | $52,531 | COST | $0 | $52,531 |
| LEASEHOLD IMPROVEMENTS DISPOSALS | PURCHASED | $77,202 | COST | $0 | $77,202 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COLUMN (B) VS. COLUMN (A) | IdentifierTxt |
| Form And Line Reference | 990-PF, PART I: | FormAndLineReferenceDesc |
| Medium Explanation | REMOVAL OF UBI | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GLOBAL BONDS & FIXED INCOME BASED FUNDS | BondNm |
| EOY Book Value | $37,317,575 | EOYBookValueAmt |
| EOYFMV | $37,317,575 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GLOBAL EQUITIES & EQUITY BASED FUNDS | StockNm |
| EOY Book Value | $348,197,494 | EOYBookValueAmt |
| EOYFMV | $348,197,494 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE STRATEGY INVESTMENTS - FLEXIBLE CAPITAL | FMV | $101,532,783 | $101,532,783 |
| ALTERNATIVE STRATEGY INVESTMENTS - PRIVATE EQUITY | FMV | $105,201,822 | $105,201,822 |
| ALTERNATIVE STRATEGY INVESTMENTS - REAL ASSETS | FMV | $67,110,006 | $67,110,006 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| AUTOMOBILES | $17,290 | $7,781 | $9,509 |
| FURNITURE & EQUIPMENT | $181,638 | $124,926 | $56,712 |
| LEASEHOLD IMPROVEMENTS | $6,906 | $785 | $6,121 |
| TENANT IMPROVEMENT ASSETS | $534,345 | $8,190 | $526,155 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $13,264 | LegalFeesAmt |
| Net Investment Income | $1,326 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,938 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERAL NET INVESTMENT INCOME EXCISE TAX RECEIVABLE | $408,486 | $147,427 | $147,427 |
| DEFERRED COMP ASSETS HELD IN TRUST | $228,211 | $277,626 | $277,626 |
| INVESTMENT PROCEEDS IN TRANSIT | $10,377,218 | $78,038 | $78,038 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE/POSTAGE | $12,725 | $1,273 | $11,453 |
| TELEPHONE/TECHNOLOGY | $6,120 | $612 | $5,508 |
| ASSOCIATION/TEO ORGANIZATIONAL DUES/MEMBERSHIPS | $20,933 | $0 | $20,933 |
| MISCELLANEOUS | $10,281 | $1,028 | $9,253 |
| NON-CAPITAL EQUIPMENT/RENTALS/REPAIRS | $30,176 | $3,018 | $27,158 |
| TRANSPORTATION & PARKING | $1,479 | $148 | $1,331 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION IN INVESTMENT PORTFOLIO | $60,019,932 |
| BOOK/TAX DIFFERENCE: REALIZED GAIN ON GRANTS OF SECURITIES | $511,020 |
| OTHER BOOK/TAX DIFFERENCES FROM AUDIT | $10,432 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL NII EXCISE TAX | $1,125,753 | $1,960,030 |
| DEFERRED COMPENSATION LIABILITIES | $306,691 | $314,855 |
| LEASE INCENTIVE LIABILITY | $522,201 | $473,624 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODIAL, CONSULTANT & MGMT FEES | $11,776,462 | $11,758,567 | $17,895 |
| PAYROLL PROCESSING | $5,304 | $530 | $4,774 |
| TECHNOLOGY & IT | $3,693 | $369 | $3,324 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $50,928 | $5,093 | $45,835 |
| FEDERAL NII EXCISE TAX | $510,992 | $0 | $0 |
| DEFERRED FEDERAL NII EXCISE TAX | $834,277 | $0 | $0 |
| FOREIGN TAXES ON INVESTMENTS | $5,898 | $5,898 | $0 |
| STATE TAXES ON INVESTMENTS | $1,981 | $1,981 | $0 |
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