DAVIS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DAVIS FOUNDATION (EIN 58-1920227)
Tax period
2019-11-01 to 2020-10-31
Filed
2021-01-14
IRS object ID
202140149349100804
Schema version
2019v5.1
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)
Return2021-01-14T16:31:12-06:00ReturnTs
Tax Period End2020-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581763439PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDHAM BRANNON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13630 PEACHTREE RD NE SUITE 600AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30326ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN581920227EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DAVIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone4042334020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1229 PEACHTREE HILLS AVENUE NO 223AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFT DAVIS JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4044410312PhoneNum
Signature2021-01-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS C NEALPreparerPersonNm
PTINP00834999PTIN
Phone4048982000PhoneNum
Preparation2021-01-11PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,737,335FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$102,018ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$140,617DividendsRevAndExpnssAmt
Dividends Net Invst Incm$140,617DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,014NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,014GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,014CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$260,649TotalRevAndExpnssAmt
Total Net Invst Incm$158,631TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,501TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,501TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$132,255ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$132,255ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$136,756TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$134,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$123,893ExcessRevenueOverExpensesAmt
Net Investment Income$158,631NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$73,950CashBOYAmt
Cash EOY$71,565CashEOYAmt
Cash EOYFMV$71,565CashEOYFMVAmt
Other Investments BOY$1,850,563OtherInvestmentsBOYAmt
Other Investments EOY$1,883,828OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,665,770OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,924,513TotalAssetsBOYAmt
Total Assets EOY$1,955,393TotalAssetsEOYAmt
Total Assets EOYFMV$3,737,335TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,924,513RetainedEarningBOYAmt
Retained Earning EOY$1,955,393RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,924,513TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,955,393TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,924,513TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,955,393TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,924,513TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$123,893ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,048,406SubtotalAmt
Other Decreases$93,013OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,955,393TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$18,014GrossSalesPriceAmt
Gain Or Loss$18,014GainOrLossAmt
Gains Minus Excess Or Losses$18,014GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$18,014CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$174,935AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,147,648NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042177DistributionYr1Rt
Adjusted Qlfy Distri Yr2$176,188AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,548,166NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049656DistributionYr2Rt
Adjusted Qlfy Distri Yr3$129,385AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,431,961NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037700DistributionYr3Rt
Adjusted Qlfy Distri Yr4$160,668AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,327,353NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048287DistributionYr4Rt
Adjusted Qlfy Distri Yr5$73,174AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,815,354NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.025991DistributionYr5Rt
Total Distribution0.203811TotalDistributionRt
Average Distribution0.040762AverageDistributionRt
Net Vl Noncharitable Assets$3,984,024NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$162,397AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,586NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$163,983AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$134,255QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,173InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,173SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,173TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,960EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,960TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,213TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFT DAVIS JRIndividualWithBooksNm
Phone4042334020PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1229 PEACHTREE HILL AVENUE 2239AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FT DAVIS JR
229 PEACHTREE HILLS AVENUE 2239ATLANTAGA30305TRUSTEE1.00$0$0$0
WINIFRED S DAVIS
229 PEACHTREE HILLS AVENUE 2239ATLANTAGA30305TRUSTEE1.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,943,642AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$101,052AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,044,694TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,044,694AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,670CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,984,024NetVlNoncharitableAssetsAmt
Minimum Investment Return$199,201MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$199,201MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,173TaxBasedOnInvestmentIncomeAmt
Total Tax$3,173TotalTaxAmt
Distributable Before Adj$196,028DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$196,028DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$196,028DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$134,255ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$134,255QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$134,255AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$196,028DistributableAsAdjustedAmt
Undistributed Income PY$72,603UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$134,255QualifyingDistributionsAmt
Applied To Year1$72,603AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$61,652AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$134,376UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFT DAVIS JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALBERT CARLTON-CASHIERS COMMUNITY LIBRARY
249 FRANK ALLEN RDCASHIERSNC28717NONEPCCOMMUNITY$500
ALL SAINTS' EPISCOPAL CHURCH
634 W PEACHTREE ST NWATLANTAGA30308NONEPCRELIGION$66,000
AMERICAN LAW INSTITUTE
4025 CHESTNUT STREETPHILADELPHIAPA19104NONEPCCOMMUNITY$500
ATLANTA BOTANICAL GARDEN
1345 PIEDMONT AVE NEATLANTAGA30309NONEPCCOMMUNITY$500
ATLANTA HISTORY CENTER
130 WEST PACES FERRY RD NWATLANTAGA30305NONEPCHISTORY$1,500
BASCOM MUSEUM
323 FRANKLIN RDHIGHLANDSNC28741NONEPCARTS$1,000
BLUE RIDGE FREE DENTAL CLINIC
110 US-64CASHIERSNC28717NONEPCHEALTHCARE$10,000
BOY SCOUTS OF AMERICA ATLANTA AREA COUNCIL
1800 CIRCLE 75 PKWYATLANTAGA30339NONEPCCOMMUNITY$250
BOYS AND GIRLS CLUB
42 COMMUNITY PLACE/BOX 1812CASHIERSNC28717NONEPCCOMMUNITY$500
CARTER CENTER
453 JOHN LEWIS FREEDOM PKWY NEATLANTAGA30307NONEPCHEALTHCARE$1,000
CEDAR CREEK CHARITABLE FUND
42 RACQUET CLUB DRCASHIERSNC28717NONEPCCOMMUNITY$500
CHARLES CHRISTIAN TULLER HOUSE
3156 SPRING ST NWCOVINGTONGA30014NONEPCCOMMUNITY$10,000
CHATTAHOOCHEE PARKS CONSERVANCY
PO BOX 769332ROSWELLGA30076NONEPCCOMMUNITY$500
CHILDREN'S HEALTHCARE OF ATLANTA
3375 NORTHEAST EXPY NEATLANTAGA30341NONEPCHEALTHCARE$10,000
CHRIST EPISCOPAL CHURCH
10 N CHURCH STGREENVILLESC29601NONEPCRELIGION$1,000
CHURCH OF THE GOOD SHEPHARD
1448 NC-107CASHIERSNC28717NONEPCRELIGION$5,500
COLONY CLUB COMMUNITY FUND
PO BOX 1512CASHIERSNC28717NONEPCCOMMUNITY$500
FAMILIES FIRST
80 JOSEPH E LOWERY BLVD NWATLANTAGA30314NONEPCCOMMUNITY$2,000
GENERAL THEOLOGICAL SEMINARY
440 W 21ST STNEW YORKNY10011NONEPCRELIGION$5,000
GEORGE WASHINGTON UNIVERSITY
2121 I ST NWWASHINGTONDC20052NONEPCEDUCATION$500
GEORGIA JUSTICE PROJECT
438 EDGEWOOD AVE SEATLANTAGA30312NONEPCCOMMUNITY$250
GEORGIA LEGAL SERVICES PROGRAM
104 MARIETTA ST NW 250ATLANTAGA30303NONEPCCOMMUNITY$1,000
GEORGIA PUBLIC BROADCASTING
260 14TH ST NWATLANTAGA30318NONEPCEDUCATION$1,500
HARVARD LAW SCHOOL
1563 MASSACHUSETTS AVENUECAMBRIDGEMA02138NONEPCEDUCATION$1,000
HIGH MUSEUM OF ART
1280 PEACHTREE ST NEATLANTAGA30309NONEPCARTS$350
HIGHLAND-CASHIERS HEALTH FOUNDATION
348 S 5TH ST 221HIGHLANDSNC28741NONEPCHEALTHCARE$1,000
LEADERSHIP ATLANTA
133 PEACHTREE ST SUITE 2850ATLANTAGA30303NONEPCCOMMUNITY$200
NATIONAL ALLIANCE ON MENTAL ILLNESS
4301 WILSON BLVD SUITE 300ARLINGTONVA22203NONEPCCOMMUNITY$100
NATURE CONSERVANCY
100 PEACHTREE STATLANTAGA30303NONEPCCOMMUNITY$250
PARK PRIDE
233 PEACHTREE ST NE 1600ATLANTAGA30303NONEPCCOMMUNITY$500
PISGAH LEGAL SERVICES
PO BOX 2276ASHEVILLENC28802NONEPCCOMMUNITY$1,000
PRINCETON UNIVERSITY
PRINCETON AVEPRINCETONNJ08544NONEPCEDUCATION$255
RESPITE CARE ATLANTA
2715 PEACHTREE RD NEATLANTAGA30305NONEPCHEALTHCARE$1,000
SEENA MAGOWITZ FOUNDATION
15215 N KIERLAND BLVD STE 409SCOTTSDALEAZ85254NONEPCHEALTHCARE$500
SHEPHERD CENTER
2020 PEACHTREE RD NWATLANTAGA30309NONEPCHEALTHCARE$100
SUMMIT CHARTER SCHOOL FOUNDATION
370 MITTEN LNCASHIERSNC28717NONEPCEDUCATION$1,000
TEACH FOR AMERICA
1360 PEACHTREE ST NE 1100ATLANTAGA30309NONEPCEDUCATION$1,000
TREES ATLANTA
225 CHESTER AVENUE SEATLANTAGA30316NONEPCCOMMUNITY$2,000
VIRGINIA THEOLOGICAL SEMINARY
3737 SEMINARY RDALEXANDRIAVA22304NONEPCRELIGION$1,000
VISION CASHIERS
PO BOX 2302CASHIERSNC28717NONEPCCOMMUNITY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$132,255TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$140,617ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,014ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$158,631ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$158,631TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1FT DAVISBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1229 PEACHTREE HILLS AVENUE 2239AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Total Contributions$102,018TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property700 SHS MID AMER APT CMNTYS INCNoncashPropertyDesc
Fair Market Value$102,018FairMarketValueAmt
Received2020-02-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$2,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
1930 SHS FIDELITY 500 INDEX FUNDAT COST$62,708$219,030
1960 SHS GOLDMAN SACHS CAP GROWTH CLASS AAT COST$38,296$49,944
3975 SHS AT&T INC COM USDAT COST$73,875$107,405
100 SHS ACUITY BRANDS INCAT COST$0$8,914
3600 SHS BANK OF AMERICA CORPAT COST$194,886$85,320
8603 SHS BANK OF NEW YORK MELLON CORPAT COST$68,923$295,599
800 SHS INTERNATIONAL BUS MACH CORPAT COST$39,504$89,328
2227 SHS MICROSOFT CORPAT COST$50,109$450,901
2343 SHS TRUIST FINANCIAL CORPAT COST$100,984$98,687
573 WELLS FARGO CO NEW COMAT COST$44,298$12,291
22456 SHS LEXINGTON REALTY TRUSTAT COST$395,068$222,988
6700 SHS MID AMER APT CMNTYS INCAT COST$86,190$781,421
30000 SHS NATIONAL RETAIL PROPERTIES INCAT COST$490,288$960,300
1713 SHS SEQUOIA FUNDAT COST$238,699$283,642

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON CONTRIBUTED STOCKDesc
Amt$93,013Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$2,501Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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