GRIZZARD FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GRIZZARD FAMILY FOUNDATION INC (EIN 31-1732808)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2021-12-03
- IRS object ID
- 202143379349100714
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-03T14:37:01-06:00 | ReturnTs |
| Tax Period End | 2021-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 CONCOURSE PARKWAY SUITE 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311732808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIZZARD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIZ | BusinessNameControlTxt |
| Phone | 4042770357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 MUSKET COURT | AddressLine1Txt |
| City | STONE MOUNTAIN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDE H GRIZZARD SR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4042770357 | PhoneNum |
| Signature | 2021-11-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLAUDE | PersonFirstNm |
| Person Last | GRIZZARD SR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARI DEL AGUILA | PreparerPersonNm |
| PTIN | P00443742 | PTIN |
| Phone | 4048929651 | PhoneNum |
| Preparation | 2021-11-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $15,964,169 | 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 | $16,641 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,641 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,924 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,222,820 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,281,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,222,820 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,078 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,078 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,356,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,356,463 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $32,637 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,137 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,822,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,822,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,863,637 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,822,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $492,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,347,963 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $771,633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,915,158 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,915,158 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $585,198 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $585,198 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $620,813 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,504,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,445,953 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,649,214 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $2,417,626 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $2,342,172 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $2,342,172 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $628,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $430,597 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,359 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,215 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,215 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,910,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,423,521 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,964,169 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $511 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,289 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $511 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,289 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,910,406 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,403,232 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,910,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,403,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,910,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,423,521 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,910,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $492,826 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,403,232 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,403,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| CVS HEALTH CORP CVS | 2020-08-06 | $55,254 | $52,083 | $3,171 | $3,171 | |
| ISHARES CORE S&P 500 ETF:IVV | 2020-08-06 | $799,155 | $447,562 | $351,593 | $351,593 | 2014-10-16 |
| NORTHERN TRUST CORP NTRS | 2020-08-06 | $29,846 | $20,677 | $9,169 | $9,169 | |
| PFIZER INC PFE | 2020-08-06 | $49,728 | $37,921 | $11,807 | $11,807 | |
| US BANCORP USB | 2020-08-06 | $46,825 | $47,653 | -$828 | -$828 | |
| WELLS FARGO & CO WFC | 2020-08-06 | $26,608 | $46,890 | -$20,282 | -$20,282 | |
| ISHARES CORE S&P 500 ETF:IVV | 2020-08-11 | $1,015,603 | $559,220 | $456,383 | $456,383 | 2014-10-16 |
| ISHARES CORE S&P 500 ETF:IVV | 2020-08-19 | $1,000,413 | $547,849 | $452,564 | $452,564 | 2014-10-16 |
| SPDR S&P 500 ETF:SPY | 2020-08-25 | $1,002,398 | $845,828 | $156,570 | $156,570 | 2019-04-18 |
| SPDR S&P 500 ETF:SPY | 2020-09-11 | $1,105,060 | $953,947 | $151,113 | $151,113 | 2019-04-18 |
| VANGUARD S&P 500 ETF:VOO | 2020-09-11 | $1,079,901 | $931,842 | $148,059 | $148,059 | 2019-04-18 |
| ISHARES CORE S&P 500 ETF:IVV | 2020-11-27 | $1,000,142 | $510,940 | $489,202 | $489,202 | 2014-10-16 |
| VANGUARD S&P 500 ETF:VOO | 2020-11-27 | $1,003 | $799 | $204 | $204 | 2019-04-18 |
| VANGUARD S&P 500 ETF:VOO | 2020-11-27 | $7,355 | $5,857 | $1,498 | $1,498 | 2019-04-18 |
| VANGUARD S&P 500 ETF:VOO | 2020-11-27 | $61,852 | $49,255 | $12,597 | $12,597 | 2019-04-18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,222,820 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,637 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,637 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,637 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,348 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,348 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $20,289 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CLAUDE H GRIZZARD SR | IndividualWithBooksNm |
| Phone | 4042770357 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 MUSKET COURT | AddressLine1Txt |
| City | STONE MOUNTAIN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CLAUDE H GRIZZARD SR | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH W GRIZZARD | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,757,214 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,662,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,236,518 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,656,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,656,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $234,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,421,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $771,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $771,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,637 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,637 | TotalTaxAmt |
| Distributable Before Adj | $738,453 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $738,453 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $738,453 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,822,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,822,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,822,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $738,453 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $102,432 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,018,967 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,555,817 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,744,905 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,422,121 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,822,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $738,453 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,084,047 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,506,168 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $102,432 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,403,736 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,018,967 | ExcessFromYear4Amt |
| Excess From Year3 | $1,555,817 | ExcessFromYear3Amt |
| Excess From Year2 | $1,744,905 | ExcessFromYear2Amt |
| Excess From Current Year | $1,084,047 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAUDE H GRIZZARD SR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLAS MINISTRY | |||||||
| 1560 SOUTH MAIN STREET | GREENSBORO | GA | 30642 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| BOYS & GIRLS CLUB OF NORTH GA | |||||||
| 1140 MONTICELLO ROAD SUITE 2A | MADISON | GA | 30650 | NONE | PUBLIC CHARITY | GENERAL | $287,500 |
| MISSION OF HOPE BOLIVIA | |||||||
| PO BOX 103 | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | GENERAL | $200,000 |
| UNITED METHODIST CAMP RETREAT MINISTRY | |||||||
| 690 CAMP GLISSON RD | DAHLONEGA | GA | 30533 | NONE | PUBLIC CHARITY | GENERAL | $125,000 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $1,000,000 |
| NETWORKS | |||||||
| 2380 4TH STREET | TUCKER | GA | 30084 | NONE | PUBLIC CHARITY | GENERAL | $150,000 |
| CHILDRENS HEALTHCARE OF ATLANTA | |||||||
| 1575 NE EXPRESSWAY NE | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,822,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,641 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,924 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,078 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,222,820 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,356,463 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,356,463 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,500 | Amt |
| Net Investment Income | $8,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC. CLASS A SYMBOL: GOOGL | $19,102 | $53,890 |
| ALPHABET INC. CLASS C SYMBOL: GOOG | $37,767 | $186,605 |
| APPLE INC SYMBOL: AAPL | $49,355 | $370,484 |
| BERKSHIRE HATHAWAY CLASS B SYMBOL: BRKB | $37,856 | $91,836 |
| CISCO SYSTEMS INC SYMBOL: CSCO | $32,381 | $77,906 |
| EXPEDITORS INTL WASH SYMBOL: EXPD | $27,358 | $79,515 |
| FASTENAL CO SYMBOL: FAST | $38,379 | $101,544 |
| HOME DEPOT INC SYMBOL: HD | $58,779 | $252,706 |
| JOHNSON & JOHNSON SYMBOL: JNJ | $51,808 | $99,359 |
| JPMORGAN CHASE & CO SYMBOL: JPM | $51,019 | $144,191 |
| MICROSOFT CORP SYMBOL: MSFT | $54,399 | $362,406 |
| PROGRESSIVE CO OHIO SYMBOL: PGR | $37,943 | $136,364 |
| TE CONNECTIVITY LTD F SYMBOL: TEL | $42,581 | $121,515 |
| TJX COMPANIES INC SYMBOL: TJX | $29,428 | $70,186 |
| UNION PACIFIC CORP SYMBOL: UNP | $30,438 | $76,566 |
| WALT DISNEY CO SYMBOL: DIS | $47,957 | $128,143 |
| ISHARES CORE S&P 500 ETF IV SYMBOL: IVV | $1,003,344 | $2,090,579 |
| VANGUARD S&P 500 ETF IV SYMBOL: VOO | $796,059 | $1,205,419 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $585,198 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $620,813 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE CONTRACT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $128,825 | BookValueAmt |
| EOYFMV | $430,597 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS IN TRANSIT | Desc |
| BOY Book Value | $3,359 | BOYBookValueAmt |
| EOY Book Value | $6,215 | EOYBookValueAmt |
| EOYFMV | $6,215 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GEORGIA UNITED METHODIST FOUNDATION | Desc |
| Revenue And Expenses Per Books | $38,078 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,078 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,078 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES PAYABLE | Desc |
| BOY Book Value | $511 | BOYBookValueAmt |
| EOY Book Value | $20,289 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF EXCISE TAX | CategoryTxt |
| Amt | $32,637 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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