THE JASON T DICKERSON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE JASON T DICKERSON FAMILY FOUNDATION (EIN 81-0890771)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349106064
Schema version
2020v4.0
Note
A later return for the same period supersedes this one.
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)
Return2021-11-15T14:04:49-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581474049PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOMEL DAVIS & WATSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PEACHTREE CENTER AVE STE 2400AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30303ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810890771EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JASON T DICKERSON FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJASOBusinessNameControlTxt
Phone4048625514PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 RIVERSIDE DRIVE SWAddressLine1Txt
CityCARTERSVILLECityNm
State AbbreviationGAStateAbbreviationCd
ZIP30120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON T DICKERSONPersonNm
Person TitleCHAIRMANPersonTitleTxt
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJASONPersonFirstNm
Person LastDICKERSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID L WATSONPreparerPersonNm
PTINP00979751PTIN
Phone4042235900PhoneNum
Preparation2021-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,372,712FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,232,900ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,932InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,932InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,932InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$121,804DividendsRevAndExpnssAmt
Dividends Net Invst Incm$121,804DividendsNetInvstIncmAmt
Dividends Adj Net Incm$121,804DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$6,139NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,859,214GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,139CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$6,139NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$3,362,775TotalRevAndExpnssAmt
Total Net Invst Incm$129,875TotalNetInvstIncmAmt
Total Adj Net Incm$129,875TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$7,173LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$7,173LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,440AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,440AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$39,543InterestRevAndExpnssAmt
Interest Net Invst Incm$39,543InterestNetInvstIncmAmt
Taxes Rev And Expnss$1,906TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$1,906TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,640PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$1,640PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,629OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$8,629OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$63,331TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39,543TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,788TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,048ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,048ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$166,379TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39,543TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$126,836TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,196,396ExcessRevenueOverExpensesAmt
Net Investment Income$90,332NetInvestmentIncomeAmt
Adjusted Net Income$129,875AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$952,291CashBOYAmt
Cash EOY$2,927,028CashEOYAmt
Cash EOYFMV$2,927,030CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,000SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl BOY$2,200,000OtherNtsAndLoansRcvblBOYAmt
Other Investments EOY$4,067,798OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,440,682OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,157,291TotalAssetsBOYAmt
Total Assets EOY$6,999,826TotalAssetsEOYAmt
Total Assets EOYFMV$7,372,712TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,323AccountsPayableBOYAmt
Other Liabilities EOY$647,462OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,323TotalLiabilitiesBOYAmt
Total Liabilities EOY$647,462TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,155,968RetainedEarningBOYAmt
Retained Earning EOY$6,352,364RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,155,968TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,352,364TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,157,291TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,999,826TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,155,968TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,196,396ExcessRevenueOverExpensesAmt
Subtotal$6,352,364SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,352,364TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UNITED STATES TREASURY BILLSP2020-01-132020-02-27$795,792$793,812$1,980$1,980
UNITED STATES TREASURY BILLSP2020-01-132020-03-05$598,710$595,359$3,351$3,351
UNITED STATES TREASURY BILLSP2020-01-092020-02-25$464,712$463,904$808$808
FieldValueIRS element (for citing)
Capital Gain Net Income$6,139CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$6,139NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,256InvestmentIncomeExciseTaxAmt
Subtotal$1,256SubtotalAmt
Tax Based On Investment Income$1,256TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$26EsPenaltyAmt
Tax Due$1,282TaxDueAmt

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 FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressHTTPS://WWW.JASONTDICKERSONFAMILYFOUNDATION.ORG/WebsiteAddressTxt
Individual With BooksJASON T DICKERSONIndividualWithBooksNm
Phone4048625514PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1123 RIVERSIDE DRIVE SWAddressLine1Txt
CityCARTERSVILLECityNm
State AbbreviationGAStateAbbreviationCd
ZIP30120ZIPCd
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
JASON T DICKERSON
123 RIVERSIDE DRIVE SWCARTERSVILLEGA30120CHAIRMAN000.00$0$0$0
CAREY DICKERSON
123 RIVERSIDE DRIVE SWCARTERSVILLEGA30120TRUSTEE000.00$0$0$0
JUDY DICKERSON
123 RIVERSIDE DRIVE SWCARTERSVILLEGA30120TRUSTEE000.00$0$0$0
JOSHUA DICKERSON
123 RIVERSIDE DRIVE SWCARTERSVILLEGA30120TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EDUCATIONAL SCHOLARSHIP: 10 SCHOLARSHIPS OF 1,000 PER SCHOLARSHIP.Description1Txt
Expenses1$10,000Expenses1Amt
Description2IRON GAIT HORSE RESCUE: FEED SUPPLIES.Description2Txt
Expenses2$9,907Expenses2Amt
Description3CHEROKEE COUNTY EDUCATIONAL FOUNDATION: IMPACT GRANTS, PRINTER FOR ACE ACADEMY.Description3Txt
Expenses3$9,440Expenses3Amt
Description4CHEROKEE COUNTY HOMELESS VETS: HOTEL ROOMS FOR HOTEL VOUCHER PROGRAM.Description4Txt
Expenses4$8,764Expenses4Amt

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$4,440,682AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$216,862AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,657,544TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,657,544AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$69,863CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,587,681NetVlNoncharitableAssetsAmt
Minimum Investment Return$229,384MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$126,836ExpensesAndContributionsAmt
Qualifying Distributions$126,836QualifyingDistributionsAmt
Adjusted Qualifying Distri$126,836AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$129,875CurrentYearAmt
Year1$90,870Year1Amt
Year2$96,045Year2Amt
Year3$10,877Year3Amt
Total$327,667TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$110,394CurrentYearAmt
Year1$77,240Year1Amt
Year2$81,638Year2Amt
Year3$9,245Year3Amt
Total$278,517TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$126,836CurrentYearAmt
Year1$76,291Year1Amt
Year2$130,491Year2Amt
Year3$74,050Year3Amt
Total$407,668TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$13,519CurrentYearAmt
Year1$64,425Year1Amt
Year2$101,483Year2Amt
Year3$56,256Year3Amt
Total$235,683TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$113,317CurrentYearAmt
Year1$11,866Year1Amt
Year2$29,008Year2Amt
Year3$17,794Year3Amt
Total$171,985TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$152,923CurrentYearAmt
Year1$79,721Year1Amt
Year2$77,852Year2Amt
Year3$56,255Year3Amt
Total$366,751TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJASON T DICKERSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EDUCATIONAL SCHOLARSHIP
1205 BLUFFS PKWYCANTONGA30114NC1,000 SCHOLARSHIPS$10,000
IRON GAIT HORSE RESCUE
114 HANCOCK MOUNTAIN TRLWALESKAGA30183PCFEED SUPPLIES$9,907
CHEROKEE COUNTY EDUCATIONAL FOUNDAT
PO BOX 4754CANTONGA30114NCIMPACT GRANTS, PRINTER FOR ACADEMY$9,440
CHEROKEE COUNTY HOMELESS VETS
160 MCCLURE STCANTONGA30114PCHOTEL ROOMS FOR HOTEL VOUCHER PROGR.$8,764
CHEROKEE COUNTY SENIOR CENTER
1001 UNIVETER RDCANTONGA30114PCCHRISTMAS GIFT BAGS - STAMPS, NOTES$7,687
BOYS AND GIRLS CLUB OF METRO ATL
1082 UNIVETER RDCANTONGA30114PCCOVID LUNCHEON FOR PARTICIPANTS$6,457
THE CHILDREN'S HAVEN INC
1083 MARIETTA HWYCANTONGA30114GOVGRANT, BABY SUPPLIES$5,726
VOLUNTEER AGING COUNCIL
1001 UNIVETER RDCANTONGA30114PCGIFT BAGS, LUNCH, BOOKS$5,491
THE SERVICE LEAGUE OF CHEROKEE COUN
PO BOX 1132CANTONGA30169PCFOOD FOR NEEDY FAMILIES$5,000
CANTON AMERICAN LEGION
160 MCCLURE STCANTONGA30114NCFOOD DELIVERY, DINNER FOR VETERANS$3,600
PICKENS COUNTY ANIMAL RANCH
401 OLD WHITE STONE RDTALKING ROCKGA30175NCFOOD, LEASHES/COLLARS$3,411
HABITAT FOR HUMANITY
814 MIMOSA BLVDROSWELLGA30075PCRAMP BUILDING SUPPLIES$3,101
THE BRIAN CENTER FOR HEALTH
150 HOSPITAL CIRCLECANTONGA30114PCCHRISTMAS GIFT BAGS, EASTER BASKETS$2,929
ACES YOUTH HOME
133 CARES DRIVEJASPERGA30143PCDEEP CHEST FREEZER, FOOD$2,679
HOUSE OF HOPE
11954 CUMMING HWYCANTONGA30115PCBACKPACKS, FOOD DONATION$2,500
CAMERON HALL NURSING HOME
240 MARIETTA HWYCANTONGA30114PCVARSITY FOOD TRUCK$2,059
NORTHSIDE HOSPITAL
470 NORTHSIDE CHEROKEECANTONGA30115PCFACE SHIELDS$1,590
SEQUOYAH HIGH SCHO ROBOTICS TEAM
4485 HICKORY RDCANTONGA30115PC3D PRINTER$1,483
THE HOUSE OF HOPE
11954 CUMMING HWYCANTONGA30115PCBACKPACKS, FOOD DONATION$1,236
NORTH GA ANGEL HOUSE
2260 SAM NELSON RDCANTONGA30114PCGIFT BASKETS, EASTER LUNCH$1,218
CHEROKEE COUNTY ANIMAL SHELTER
1015 UNIVETER RDCANTONGA30114PCFOOD, TREATS, LEASHES/COLLARS$968
CHEROKEE COUNTY MARSHALLS OFFICE
959 MARIETTA HWYCANTONGA30114PCLUNCH FOR MARSHALLS/911 RESPONSE CEN$808
ETOWAH VALLEY HUMANE SOCIETY
36 LADDS MOUNTAIN RDCARTERSVILLEGA30120PCFOOD, TABLETS$594
1 HORSE AT A TIME
326 POPHAM LNCORVALLISMT59828PCFEED FROM TRACTOR SUPPLY$579
PICKENS COUNTY HUMANE SOCIETY
3563 CAMP RDJASPERGA30143PCFOOD, LEASHES/COLLARS$548
LOWES CANTON
2044 CUMMING HWYCANTONGA30114PCCOVID APPRECIATION LUNCHEON$519
RENESANT BANK
145 REINHARDT COLLEGE PKWCANTONGA30114PCCOVID APPRECIATION LUNCHEON$500
SHERIFF FRANK REYNOLDS CHARITIES
498 CHATTIN DRCANTONGA30115PCGOLF SPONSORSHIP$500
GOSHEN VALLEY
505 BROWN INDUSTRAIL PKWYCANTONGA30114PCFOOD PANTRY DONATION$500
CHEROKEE COUNTY CHAMBER OF COMMERCE
3605 MARIETTA HWYCANTONGA30114PCDUES$495
MUST MINISTRIES
111 BROWN INDUSTRIAL PKWYCANTONGA30114PCTHANKSGIVING MEAL DONATION$404
CANTON POLICE DEPARTMENT
151 ELIZABETH STCANTONGA30114PCDONUTS ON 2/14$400
CHILDREN'S HEALTHCARE OF CHEROKEE
1558 RIVERSTONE PKWYCANTONGA30114PCGOLF SPONSORSHIP$400
BACKPACK BUDDIES
PO 3310CARTERSVILLEGA30120PCFOOD DONATION$327
THE PHOENIX AT UNION HILL
9651 UNION HILL RDCANTONGA30115PCICE CREAM/PEACH COBBLER DAY$278
GA NATIONAL CEMETERY
1080 SCOTT HUDGENS DRCANTONGA30114PCFLAGS FOR MEMORIAL DAY$266
CHEROKEE HOMELESS VETERAN CHRISTMAS
160 MCCLURE STCANTONGA30114PCVETERANS CHRISTMAS PRESENTS$208
CREDIT UNION OF GEORGIA
PO BOX 788ACWORTHGA30102PCCOVID APPRECIATION LUNCH$200
CHEROKEE COUNTY SHERIFF'S DEPART
498 CHATTIN DRCANTONGA30115PCDONUTS ON 02/14$171
CANTON ROTARY
1130 BLUFFSCANTONGA30114PCDUES$105
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,048TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,932ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$121,804ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,139ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$129,875ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129,875TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
JASON T DICKERSON
1123 RIVERSIDE DRIVE SWCARTERSVILLEGA30120$2,625,000Yes (X)
JENA A SCOTT
2220 WATKINS ROADCANTONGA30115$6,000Yes (X)
ROBERT A BANKS
3140 JUNALUSKA DRIVEWOODSTOCKGA30188$1,200Yes (X)
MORCELLI EQUIPMENT FINANCE INC
4123 RIVERSIDE DRIVE SWCARTERSVILLEGA30120$600,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,440Amt
Disbursements Charitable Prps$4,440DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN TD AMERITRADE 9483FMV$3,694,914$4,067,798
UNREALIZED GAIN IN TD AMERITRADEFMV$372,884$372,884

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$7,173LegalFeesAmt
Disbursements Charitable Prps$7,173DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE SUPPLIES$1,594$1,594
ADVERTISING EXPENSES$5,989$5,989
DUES AND SUBSCRIPTIONS$1,046$1,046

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN LIABILITYDesc
EOY Book Value$647,462EOYBookValueAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDesc
BELWIN INVESTMENT GROUP LLC
NONE$1,500,0002017-112021-11MONTHLY INTEREST / BALLON0.0414NONEBUSINESS NEEDSINTEREST PAID
BELWIN INVESTMENT GROUP LLC
NONE$700,0002017-122021-12MONTHLY INTEREST / BALLOON0.0411NONEBUSINESS NEEDSINTEREST PAID

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORCELLI EQUIPMENT FINANCE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 RIVERSIDE DRIVE SWAddressLine1Txt
CityCARTERSVILLECityNm
State AbbreviationGAStateAbbreviationCd
ZIP30120ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,906Amt
Disbursements Charitable Prps$1,906DisbursementsCharitablePrpsAmt

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