ROUNTREE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROUNTREE FAMILY FOUNDATION (EIN 30-6384342)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-29
IRS object ID
202141199349101309
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-29T10:58:51-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582480329PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRICKE & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13295 RIVER EXCHANGE DR STE 561AddressLine1Txt
CityNORCROSSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP300924248ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306384342EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROUNTREE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROUNBusinessNameControlTxt
Phone4044024810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 611291AddressLine1Txt
CityROSEMARY BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32413ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNEVA D ROUNTREEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4044024810PhoneNum
Signature2021-04-20SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNEVAPersonFirstNm
Person LastROUNTREEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW W TALLANTPreparerPersonNm
PTINP00037521PTIN
Phone7702162226PhoneNum
Preparation2021-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$626,358FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,696DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,696DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,744NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$129,346GrossSalesPriceAmt
Total Rev And Expnss$4,972TotalRevAndExpnssAmt
Total Net Invst Incm$6,716TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$338TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,968OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,967OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,806TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,967TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,002ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,002ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$95,808TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,967TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,502TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$90,836ExcessRevenueOverExpensesAmt
Net Investment Income$3,749NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,929CashBOYAmt
Cash EOY$1,399CashEOYAmt
Cash EOYFMV$1,399CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,417SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,033SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,033SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$462,065CorporateStockBOYAmt
Corporate Stock EOY$375,143CorporateStockEOYAmt
Corporate Stock EOYFMV$621,926CorporateStockEOYFMVAmt
Total Assets BOY$470,411TotalAssetsBOYAmt
Total Assets EOY$379,575TotalAssetsEOYAmt
Total Assets EOYFMV$626,358TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$470,411RetainedEarningBOYAmt
Retained Earning EOY$379,575RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$470,411TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$379,575TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$470,411TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$379,575TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$470,411TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$90,836ExcessRevenueOverExpensesAmt
Subtotal$379,575SubtotalAmt
Tot Net Ast Or Fund Balances EOY$379,575TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
400 SHS CLOROX COP2019-03-072020-01-30$62,222$63,352-$1,130-$1,130
200 SHS MCDONALDS CORPP2019-08-152020-06-03$38,474$43,682-$5,208-$5,208
1 SH ALPHABET INCP2018-08-082020-07-13$1,566$1,266$300$300
14 SHS ALPHABET INCP2018-08-082020-07-15$21,100$17,725$3,375$3,375
4 SHS ALPHABET INCP2018-08-082020-08-07$5,984$5,065$919$919
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,744CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$52InvestmentIncomeExciseTaxAmt
Subtotal$52SubtotalAmt
Tax Based On Investment Income$52TaxBasedOnInvestmentIncomeAmt
Tax Due$52TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNEVA D ROUNTREEIndividualWithBooksNm
Phone4044024810PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 611291AddressLine1Txt
CityROSEMARY BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32461ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DON C ROUNTREE
PO BOX 611291ROSEMARY BEACHFL32461TRUSTEE1.00$0$0$0
NEVA D ROUNTREE
PO BOX 611291ROSEMARY BEACHFL32461TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$591,181AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,312AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$603,493TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$603,493AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,052CashDeemedCharitableAmt
Net Vl Noncharitable Assets$594,441NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,722MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,722MinimumInvestmentReturnAmt
Tax Based On Investment Income$52TaxBasedOnInvestmentIncomeAmt
Total Tax$52TotalTaxAmt
Distributable Before Adj$29,670DistributableBeforeAdjAmt
Distributable Before Ded$29,670DistributableBeforeDedAmt
Distributable As Adjusted$29,670DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,502ExpensesAndContributionsAmt
Qualifying Distributions$92,502QualifyingDistributionsAmt
Adjusted Qualifying Distri$92,502AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,670DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$117,706ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$28,653ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$20,560ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,471ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$175,390TotalExcessDistributionCyovAmt
Qualifying Distributions$92,502QualifyingDistributionsAmt
Applied To Current Year$29,670AppliedToCurrentYearAmt
Remaining Distri From Corpus$62,832RemainingDistriFromCorpusAmt
Total Corpus$238,222TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$117,706ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$120,516ExcessDistriCyovToNextYrAmt
Excess From Year4$28,653ExcessFromYear4Amt
Excess From Year3$20,560ExcessFromYear3Amt
Excess From Year2$8,471ExcessFromYear2Amt
Excess From Current Year$62,832ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOOTH WESTERN ART MUSEUM
501 MUSEUM DRIVECARTERSVILLEGA30120PCGENERAL OPERATIONS$5,002
LEADERSHIP SANDY SPRINGS
135 HILDERBRAND DR NWSANDY SPRINGSGA30328PCGENERAL OPERATIONS$25,000
CITY SPRINGS THEATER COMPANY
8601 DUNWOODY PL STE 136SANDY SPRINGSGA30350PCGENERAL OPERATIONS$5,000
ATLANTA HISTORY CENTER
130 W PACES FERRY RD NWATLANTAGA30305PCGENERAL OPERATIONS$50,000
ADDICTION ALLIANCE OF GEORGIA
1762 CLIFTON RD STE 1400ATLANTAGA30322PCGENERAL OPERATIONS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,002TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,696ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,744ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,972ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,972TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CAP STK CL A 81 SH$100,371$141,964
AMAZON.COM INC 40 SH$72,320$130,277
CLOROX 400 SH
JOHNSON & JOHNSON 50 SH$6,946$7,869
MCDONALDS 200 SH
NEXTERA ENERGY INC 2800 SH$113,361$216,020
WALMART 300 SH$33,292$43,245
WASTE MANAGEMENT INC 700 SH$48,853$82,551

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT ADVISORY FEES$2,968$2,967

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAX PAYMENTCategoryTxt
Amt$338Amt

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