PURPOSE BUILT COMMUNITIES FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PURPOSE BUILT COMMUNITIES FOUNDATION INC (EIN 45-4056587)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349101959
Schema version
2020v4.1
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)
Return2021-11-15T08:49:45-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454084437PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARREN AVERETT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1SIX CONCOURSE PARKWAY SUITE 600AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30328ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454056587EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PURPOSE BUILT COMMUNITIES FOUNDATIONINCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPURPBusinessNameControlTxt
Phone4045911400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12380 HOSEA WILLIAMS DRIVE NE NOAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30317ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL REDMOND NAUGHTONPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone4045911400PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLPersonFirstNm
Person LastREDMOND NAUGHTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM REPASYPreparerPersonNm
PTINP01689756PTIN
Phone7703961100PhoneNum
Preparation2021-11-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$10,417,801FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,891,100ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$27,746InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27,746InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$27,746InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$45,447NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$1,791OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$1,791OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$8,875,190TotalRevAndExpnssAmt
Total Net Invst Incm$27,746TotalNetInvstIncmAmt
Total Adj Net Incm$29,537TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$969,034CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,360,588OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$338,099PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$0PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$48,398LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,560AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,022,731OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$148,385TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$55,104DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$156,160OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$209,127TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$517,669OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,846,855TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,867,005ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,867,005ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,713,860TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,867,005TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$161,330ExcessRevenueOverExpensesAmt
Net Investment Income$27,746NetInvestmentIncomeAmt
Adjusted Net Income$29,537AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,328,642CashBOYAmt
Cash EOY$257,822CashEOYAmt
Cash EOYFMV$257,822CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,363,302SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,147,865SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,147,865SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$27,000AcctRcvblAmt
Acct Rcvbl BOY$30,000AcctRcvblBOYAmt
Acct Rcvbl EOY$27,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$27,000AcctRcvblEOYFMVAmt
Pledges Rcvbl$4,157,276PledgesRcvblAmt
Pledges Rcvbl BOY$1,473,625PledgesRcvblBOYAmt
Pledges Rcvbl EOY$4,157,276PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$4,157,276PledgesRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$587,650OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$587,650OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$587,650OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$587,650OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$24,129PrepaidExpensesBOYAmt
Prepaid Expenses EOY$48,292PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$48,292PrepaidExpensesEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$248,329LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$70,933LandBldgEquipAccumDeprecAmt
Land BOY$264,653LandBOYAmt
Land EOY$177,396LandEOYAmt
Land EOYFMV$177,396LandEOYFMVAmt
Other Assets BOY$39,500OtherAssetsBOYAmt
Other Assets EOY$14,500OtherAssetsEOYAmt
Other Assets EOYFMV$14,500OtherAssetsEOYFMVAmt
Total Assets BOY$10,111,501TotalAssetsBOYAmt
Total Assets EOY$10,417,801TotalAssetsEOYAmt
Total Assets EOYFMV$10,417,801TotalAssetsEOYFMVAmt
Accounts Payable BOY$193,705AccountsPayableBOYAmt
Accounts Payable EOY$208,373AccountsPayableEOYAmt
Deferred Revenue BOY$41,295DeferredRevenueBOYAmt
Deferred Revenue EOY$171,597DeferredRevenueEOYAmt
Total Liabilities BOY$235,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$379,970TotalLiabilitiesEOYAmt
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$9,876,501RetainedEarningBOYAmt
Retained Earning EOY$10,037,831RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,876,501TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,037,831TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,111,501TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,417,801TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,876,501TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$161,330ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,037,831SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,037,831TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyDISPOSAL OF FIXED ASSETSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2012-01-01AcquiredDt
Sold2020-12-31SoldDt
Depreciation$319,596DepreciationAmt
Cost Or Other Basis$365,043CostOrOtherBasisAmt
Gain Or Loss-$45,447GainOrLossAmt
Gains Minus Excess Or Losses-$45,447GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$45,447CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$386InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$386SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$386TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$186TaxDueAmt

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 FoundationYes (1)PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.PURPOSEBUILTCOMMUNITIES.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARSHALL NORWOODBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4045912197PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12380 HOSEA WILLIAMS DRIVE NE NO 4AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30317ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHIRLEY FRANKLIN
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317EXECUTIVE BOARD CHAIR20.00$135,417$0$0
LILLIAN GIORNELLI
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
THOMAS G COUSINS
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
ALEXANDER T ROBERTSON
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
WILLIAM C WREN
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
STEVE MACADAM
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
TOM G CHARLESWORTH
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317BOARD MEMBER2.00$0$0$0
KATHLEEN BROWNLEE
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317IMMEDIATE PAST CFO, VP40.00$183,446$7,379$0
CAROL R NAUGHTON
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317CEO, PRESIDENT40.00$299,969$11,400$0
LINDA ROBERTS
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317SECRETARY2.00$92,017$3,765$0
DAVID EDWARDS
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317IMMEDIATE PAST CEO40.00$258,185$5,217$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MICHELLE MATTHEWS
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317SENIOR VICE PRESIDEN40.00$228,193$9,312$0
MELISSA DEVEREAUX
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317VICE PRESIDENT40.00$179,543$7,378$0
CATALINA SIBILSKY
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317VP OF EDUCATION INIT40.00$174,800$6,992$0
ANITA ANDERSON
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317VICE PRESIDENT40.00$162,000$6,480$0
ETHAN DAVIDSON
2380 HOSEA WILLIAMS DRIVE NEATLANTAGA30317VP OF COMMUNICATIONS40.00$153,974$6,451$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k9OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
FRAMEWORKS INSTITUTE
1333 H STREET NWWASHINGTONDC20005STRATEGIC COMMUNICATIONS CONSULTANT$162,750
SAPELO PRODUCTIONS LLC
256 EAST LAKE DRIVEDECATURGA30030STRATEGIC ADVISORY SERVICES$112,450
HL STRATEGY INC
1266 WEST PACES FERRY ROAD 551ATLANTAGA30327STRATEGIC ADVISORY SERVICES$99,500
KOYA LEADERSHIP PARTNERS LLC
PO BOX 279NEWBURYPORTMA01950CEO SEARCH SERVICES$95,555
NICOLE TUTTLE
107 EAST LAKE DRIVE SEATLANTAGA30317PBS CONSULTANT$75,742
FieldValueIRS element (for citing)
Contractor Paid Over50k5ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ASSISTS LOCAL LEAD ORGANIZATIONS IN DEVELOPING THE STRATEGIES AND PARTNERSHIPS NEEDED TO EFFECTIVELY ADDRESS ALL ISSUES THAT TRAP A NEIGHBORHOOD AND ITS PEOPLE IN INTERGENERATIONAL POVERTY. PROVIDES FREE CONSULTING SERVICES, EXPERTISE, AND TECHNICAL ASSISTANCE THROUGH ITS OWN STAFF AND CONTRACTORS TO PUBLIC AND NONPROFIT ORGANIZATIONS TO FURTHER IMPLEMENT THE REDEVELOPMENT PROGRAMS. CONNECTS VARIOUS COMMUNITIES TO POTENTIAL PARTNERS, CONSULTANTS, AND DEVELOPERS. HELPS BROKER PARTNERSHIPS AND CONNECT LEAD ORGANIZATION TO STRATEGIC PARTNERS. CONNECTS TO OTHER NETWORK COMMUNITY LEADERS AND SHARES BEST PRACTICES FROM OTHER PURPOSE BUILT COMMUNITIES NETWORK COMMUNITIES.Description1Txt
Expenses1$8,107,459Expenses1Amt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,548,816AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,548,816TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,548,816AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$98,232CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,450,584NetVlNoncharitableAssetsAmt
Minimum Investment Return$322,529MinimumInvestmentReturnAmt

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$3,867,005ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,867,005QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,867,005AdjustedQualifyingDistriAmt

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$29,537CurrentYearAmt
Year1$188,502Year1Amt
Year2$132,146Year2Amt
Year3$191,519Year3Amt
Total$541,704TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$25,106CurrentYearAmt
Year1$160,227Year1Amt
Year2$112,324Year2Amt
Year3$162,791Year3Amt
Total$460,448TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$3,867,005CurrentYearAmt
Year1$5,769,213Year1Amt
Year2$5,607,006Year2Amt
Year3$5,989,459Year3Amt
Total$21,232,683TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$3,867,005CurrentYearAmt
Year1$5,769,213Year1Amt
Year2$5,607,006Year2Amt
Year3$5,989,459Year3Amt
Total$21,232,683TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$215,019CurrentYearAmt
Year1$165,095Year1Amt
Year2$88,097Year2Amt
Year3$127,679Year3Amt
Total$595,890TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LOW INCOME INVESTMENT FUND
49 STEVENSON STREET SUITE 300SAN FRANCISCOCA94105N/A501(C)(3)ACCELERATOR INITIATIVE$2,100,000
FCS MINISTRIES
1297 MCDONOUGH BLVD SEATLANTAGA30315N/A501(C)(3)GENERAL OPERATIONS$1,000
CONNECT COMMUNITY
6700B BELLAIRE BLVDHOUSTONTX77074N/A501(C)(3)GENERAL OPERATIONS$1,005
FCS MINISTRIES
1297 MCDONOUGH BLVD SEATLANTAGA30315N/A501(C)(3)COVID RELIEF$400,000
EAST LAKE FOUNDATION
2606 ALSTON DRIVE SEATLANTAGA30317N/A501(C)(3)COVID RELIEF$965,000
GROVE PARK FOUNDATION
1566 DONALD LEE HOLLOWELL PKWYATLANTAGA30318N/A501(C)(3)COVID RELIEF$400,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,867,005TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,746ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,791ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$45,447RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$29,537ExclusionAmt
Related Or Exempt Function Incm-$45,447RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$15,910TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementTHE ENTITY DISPOSED OF ASSETS THAT WERE USED IN THE DAILY ACTIVITIES.RelationshipStatementTxt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
TRUIST FOUNDATION
1214 NORTH TRYON STREETCHARLOTTENC28202$7,000,000Yes (X)
GEORGIA PACIFIC
2525 GUTHRIDGE COURT NWNORCROSSGA30092$25,000Yes (X)
HARLEM CHILDREN'S ZONE
335 EAST 125TH STREETNEW YORKNY10035$1,865,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$21,560Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$48,398LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITSDesc
BOY Book Value$39,500BOYBookValueAmt
EOY Book Value$14,500EOYBookValueAmt
EOYFMV$14,500EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$1,557$0$0$0
COMPUTER MAINTENANCE$4,870$0$0$0
DUES AND SUBSCRIPTIONS$19,361$0$0$0
INSURANCE$63,673$0$0$0
MARKETING$336,626$0$0$0
MEALS AND ENTERTAINMENT$23,127$0$0$0
OFFICE SUPPLIES$25,297$0$0$0
PROFESSIONAL DEVELOPMENT$29,378$0$0$0
WORKERS COMPENSATION$8,511$0$0$0
BAD DEBT$1,288$0$0$0
OTHER EXPENSES$3,981$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$1,791RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,791AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTANTSCategoryTxt
Amt$1,022,731Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
CF FOUNDATION
3445 PEACHTREE RD SUITE 175ATLANTAGA30326
WARREN BUFFETT
3555 FARNAM STREET SUITE 1440OMAHANE68131
ROBERT WOOD JOHNSON FOUNDATION
50 COLLEGE ROAD EASTPRINCETONNJ08540

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES AND LICENSE$505$0$0$0
PAYROLL TAXES$147,880$0$0$0

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