LEWIS FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FAMILY CHARITABLE FOUNDATION INC (EIN 45-3613189)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202141349349102609
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T15:31:26-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581934140 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN R SPIRES JR CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 937 | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 310100937 | 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 | 453613189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEWIS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 2294382452 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2813 OLD DAWSON ROAD | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY L FULLERTON | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 2294382452 | PhoneNum |
| Signature | 2021-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREGORY L | PersonFirstNm |
| Person Last | FULLERTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAN R SPIRES JR CPA | PreparerPersonNm |
| PTIN | P01043154 | PTIN |
| Phone | 2292736915 | PhoneNum |
| Preparation | 2021-05-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $2,571,316 | 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 |
| Interest On Sav Rev And Expnss | $28,107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,107 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,976 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,976 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,194 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $698,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,055 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $123,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,160 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,848 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,848 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $33,514 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,514 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,127 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,127 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $274 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $874 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,763 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $874 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,637 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,763 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,874 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,397 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,435 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108 | SavAndTempCashInvstEOYAmt |
| US Government Obligations BOY | $150,394 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $176,329 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $192,808 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,195,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,139,401 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,556,471 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $657,286 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $741,495 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $803,399 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $18,638 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,638 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,638 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,077,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,075,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,571,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,077,337 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,075,971 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,077,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,075,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,077,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,075,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,077,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,338 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,075,999 | SubtotalAmt |
| Other Decreases | $28 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,075,971 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,055 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $645 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $645 | SubtotalAmt |
| Tax Based On Investment Income | $645 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $659 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIONS TRUST DEPARTMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2294382452 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2813 OLD DAWSON ROAD | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MIRIAM HARRIS | ||||||||
| HOWIE MINE CHURCH ROAD | WAXHAW | NC | 28173 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| GREGORY L FULLERTON | ||||||||
| 320 WEST RESIDENCE | ALBANY | GA | 31702 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| MARY M BEMAN | ||||||||
| 719 SOMERSET WAY | AUGUSTA | GA | 30909 | CHAIRMAN | 000.00 | $0 | $0 | $0 |
| LINDORA W SNYDER | ||||||||
| 3315 WALTON DRIVE | MONTGOMERY | AL | 36111 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,385,084 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,638 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,403,853 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,403,853 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,367,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $645 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $645 | TotalTaxAmt |
| Distributable Before Adj | $117,745 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $117,745 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $117,745 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,874 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $87,874 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $87,874 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,745 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $59,807 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $59,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,874 | QualifyingDistributionsAmt |
| Applied To Current Year | $87,874 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $29,871 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,871 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,936 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $29,936 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,936 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | REBECCA D COLLINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | REGIONS BANK TRUST DEPARTMENT | AddressLine1Txt |
| Address Line2 | 2813 OLD DAWSON ROAD | AddressLine2Txt |
| City | ALBANY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2294382450 | RecipientPhoneNum |
| Recipient Email Address | BECKY.COLLINS@REGIONS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE FOR 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MISSION CHANGE INC | ||||||||
| 308 FLINT AVENUE | ALBANY | GA | 31701 | NONE | NONE | CHARITABLE CONTRIBUTION | $1,500 | |
| LIGHT HOUSE | ||||||||
| 425 W 23RD AVENUE | ALBANY | GA | 31701 | NONE | NONE | CHARITABLE CONTRIBUTION | $5,000 | |
| THE CHILDREN'S HOSPITAL OF GA | ||||||||
| 1446 HARPER STREET | AUGUSTA | GA | 30912 | NONE | NONE | CHARITABLE CONTRIBUTION | $10,000 | |
| ALZHEIMERS OUTREACH CTR | ||||||||
| 307 FLINT AVENUE | ALBANY | GA | 31701 | NONE | NONE | CHARITABLE CONTRIBUTION | $5,000 | ATT VIRGINIA GRIFFIN |
| BARNEY'S RUN | ||||||||
| P O BOX 70111 | ALBANY | GA | 31709 | NONE | NONE | CHARITABLE CONTRIBUTION | $20,000 | ST PAUL EPISCOPAL CHURCH |
| GRACEWAY | ||||||||
| 411 TIFT AVENUE | ALBANY | GA | 31701 | NONE | CHARITABLE CONTRIBUTION | $7,500 | ||
| SALLY WETHERBEE ADOPTION CTR | ||||||||
| 2223 DAWSON RD | ALBANY | GA | 31707 | NONE | NONE | CHARITABLE CONTRIBUTION | $5,000 | |
| SOUTH GEORGIA COUNCIL BSA INC | ||||||||
| 1841 NORMAN DRIVE | VALDOSTA | GA | 31601 | NONE | NONE | CHARITABLE CONTRIBUTION | $8,000 | ATT SAM MCCORD |
| WILSON HOSPICE HOUSE | ||||||||
| 320 FOUNDATION LANE | ALBANY | GA | 31707 | NONE | NONE | CHARITABLE CONTRIBUTION | $4,000 | J STEPHENS PHOEBE HEALTH |
| FAMILY CONNECTION OF TURNER COUNTY | ||||||||
| 705 HUDSON AVE | ASHBURN | GA | 31714 | NONE | NONE | CHARITABLE CONTRIBUTION | $10,000 | BEVERLY NORTH |
| ST FRANCIS OF ASSISI WILDLIFE | ||||||||
| P O BOX 38160 | TALAHASSEE | FL | 32315 | NONE | NONE | CHARITABLE CONTRIBUTION | $1,500 | |
| LIBERTY HOUSE | ||||||||
| P O BOX 2046 | ALBANY | GA | 31702 | NONE | NONE | CHARITABLE CONTRIBUTION | $4,500 | |
| THE ABAC FOUNDATION | ||||||||
| 2802 MOORE HWY | TIIFTON | GA | 31793 | NONE | NONE | CHARITABLE CONTRIBUTION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,107 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,976 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,194 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORPORATE TAXABLE EXCHANGES | Desc |
| Related Or Exempt Function Incm | $22 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $123,299 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,299 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,848 | Amt |
| Net Investment Income | $1,848 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAINS | 2020-06 | PURCHASE | 2019-12 | $165,768 | $167,653 | -$1,885 |
| LONG TERM CAPITAL GAINS | 2013-07 | PURCHASE | 2020-05 | $12,725 | $11,891 | $834 |
| LONG TERM CAPITAL GAINS | 2015-10 | PURCHASE | 2020-04 | $494,013 | $452,823 | $41,190 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $741,495 | EOYBookValueAmt |
| EOYFMV | $803,399 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $398,791 | $544,800 |
| CORPORATE STOCK | $227,880 | $311,314 |
| MUTUAL FUNDS | $341,820 | $466,971 |
| MUTUAL FUNDS INTERNATIONAL | $170,910 | $233,386 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $176,329 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $192,808 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| BOY Book Value | $18,638 | BOYBookValueAmt |
| EOY Book Value | $18,638 | EOYBookValueAmt |
| EOYFMV | $18,638 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTING DIFFERENCES | Desc |
| Amt | $28 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORPORATE TAXABLE EXCHANGES | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LEGAL FEES | $4,330 | $4,330 |
| TRUSTEE FEES | $24,080 | $24,080 |
| CUSTODIAN MANAGEMENT FEES | $5,104 | $5,104 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| TAXES INCOME | $874 | $874 | |
| TAXES FOREIGN | $274 | $274 |
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