NUNNALLY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NUNNALLY FOUNDATION INC (EIN 58-2472377)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-15
IRS object ID
202141359349100524
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)
Return2021-05-15T10:01:37-05:00ReturnTs
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)
EIN582472377EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NUNNALLY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2(GLYNN COUNTY)BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNUNNBusinessNameControlTxt
Phone4042330560PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13330 CUMBERLAND BLVD SUITE 610AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30339ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEE F NUNNALLYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4042330560PhoneNum
Signature2021-04-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLEE FPersonFirstNm
Person LastNUNNALLYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW W TALLANTPreparerPersonNm
PTINP00037521PTIN
Phone7702162226PhoneNum
Preparation2021-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,002,893FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$43InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$43InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$4,000,043TotalRevAndExpnssAmt
Total Net Invst Incm$43TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$580AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$580AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$585TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$580TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$85,585TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$85,580TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,914,458ExcessRevenueOverExpensesAmt
Net Investment Income$43NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$88,435SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,002,893SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,002,893SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$88,435TotalAssetsBOYAmt
Total Assets EOY$4,002,893TotalAssetsEOYAmt
Total Assets EOYFMV$4,002,893TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$88,435RetainedEarningBOYAmt
Retained Earning EOY$4,002,893RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$88,435TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,002,893TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$88,435TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,002,893TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$88,435TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,914,458ExcessRevenueOverExpensesAmt
Subtotal$4,002,893SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,002,893TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1TaxDueAmt

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
Org Report Or Register StateGAOrgReportOrRegisterStateCd
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 BooksFRANCES G ROGERSIndividualWithBooksNm
Phone4042330560PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13330 CUMBERLAND BLVD SE STE 610AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30339ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANCES G ROGERS
3330 CUMBERLAND BLVD SE STE 610ATLANTAGA30339SECRETARY0.50$0$0$0
LEE F NUNNALLY
2861 BAKERS FARM ROADATLANTAGA30339PRESIDENT0.50$0$0$0
MARY H NUNNALLY
3886 PACES LOOKOUT DRIVEATLANTAGA30339DIRECTOR0.50$0$0$0
HUGH P NUNNALLY III
434 SETTLEMENT LANEALPHARETTAGA30004DIRECTOR0.50$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$386,073AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$386,073TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$386,073AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,791CashDeemedCharitableAmt
Net Vl Noncharitable Assets$380,282NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,014MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,014MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$19,013DistributableBeforeAdjAmt
Distributable Before Ded$19,013DistributableBeforeDedAmt
Distributable As Adjusted$19,013DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$85,580ExpensesAndContributionsAmt
Qualifying Distributions$85,580QualifyingDistributionsAmt
Adjusted Qualifying Distri$85,580AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,013DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$27,746ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$657,383ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$161,341ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$846,470TotalExcessDistributionCyovAmt
Qualifying Distributions$85,580QualifyingDistributionsAmt
Applied To Current Year$19,013AppliedToCurrentYearAmt
Remaining Distri From Corpus$66,567RemainingDistriFromCorpusAmt
Total Corpus$913,037TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$27,746ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$885,291ExcessDistriCyovToNextYrAmt
Excess From Year2$657,383ExcessFromYear2Amt
Excess From Year1$161,341ExcessFromYear1Amt
Excess From Current Year$66,567ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFRANCES G ROGERSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13330 CUMBERLAND BLVD SE STE 610AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30339ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4042330560RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ASPCA
424 E 92ND STREETNEW YORKNY10128N/APCGENERAL OPERATIONS$1,000
ALBANY HUMANE SOCIETY
PO BOX 3151ALBANYGA317063151N/APCGENERAL OPERATIONS$5,500
AMERICA'S SECOND HARVEST OF COASTAL
134 INDIGO DRBRUNSWICKGA31525N/APCGENERAL OPERATIONS$10,000
ANGELS AMONG US PET RESCUE
2400 ABBEY CTALPHARETTAGA30004N/APCGENERAL OPERATIONS$5,000
ATLANTA VOLUNTEER LAWYERS FOUND
235 PEACHTREE ST STE 1730ATLANTAGA30303N/APCGENERAL OPERATIONS$10,250
CYSTIC FIBROSIS FOUNDATION
57 EXECUTIVE PARK SATLANTAGA30329N/APCGENERAL OPERATIONS$7,000SUITE 380
GARRY SINISE FOUNDATION
PO BOX 368WOODLAND HILLSCA91365N/CPCGENERAL OPERATIONS$7,000
INTERNATIONAL SEAFARER'S CENTER
307 NEWCASTLE STBRUNSWICKGA31520N/APCGENERAL OPERATIONS$1,000
SHRINER'S HOSPITAL FOR CHILDREN
2900 ROCKY POINT DRIVETAMPAFL33607N/APCGENERAL OPERATIONS$7,000
SE GEORGIA HEALTH SYSTEM FOUNDATION
2415 PARKWOOD DRIVEBRUNSWICKGA31520N/APCLEAP FOR KIDS$1,000
SE GEORGIA HEALTH SYSTEM FOUNDATION
2415 PARKWOOD DRIVEBRUNSWICKGA31520N/APCGENERAL OPERATIONS$10,000
SPECIAL OLYMPICS GEORGIA
6046 FINANCIAL DRIVENORCROSSGA30071N/APCGENERAL OPERATIONS$10,000
UNITED CEREBAL PALSEY OF GA INC
3300 NORTHEAST EXPRESSWAYATLANTAGA30341N/APCGENERAL OPERATIONS$10,250BLDG 9
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$43ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$43TotalIncomeProducingActyAmt

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

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 PersonESTATE OF HUGH P NUNNALLY JRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13330 CUMBERLAND BLVD SUITE 610AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30339ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$580Amt
Disbursements Charitable Prps$580DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$5Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.