GOLDSMITH FAM FOUNDATION TR 062398: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GOLDSMITH FAM FOUNDATION TR 062398 (EIN 58-6371810)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2025-09-02
- IRS object ID
- 202502459349100305
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-02T08:01:29-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586371810 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDSMITH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN GOLDSMITH | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2025-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2025-08-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,412,909 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $31,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,913 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $35,880 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,880 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,793 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,076 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $717 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $428 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,471 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,967 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,804 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $441 | CashBOYAmt |
| Cash EOY | $470 | CashEOYAmt |
| Cash EOYFMV | $470 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $100,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,151 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $261,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $531,841 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,172,971 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $361,118 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $90,564 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $152,317 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $723,618 | TotalAssetsBOYAmt |
| Total Assets EOY | $710,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,412,909 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $723,618 | CapitalStockBOYAmt |
| Capital Stock EOY | $710,026 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $723,618 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $710,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $723,618 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $710,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $723,618 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $710,027 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $710,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $3,913 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,913 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $484 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $484 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $368 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $368 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $116 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GLENN GOLDSMITH | ||||||
| 1226 FORREST BLVD | DECATUR | GA | 30030 | CO-TRUSTEE | 1 | $0 |
| JERE GOLDSMITH V | ||||||
| 4760 POWERS FERRY RD NW | ATLANTA | GA | 30327 | CO-TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,338,911 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,252 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,357,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,357,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,357 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,336,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,840 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,840 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $484 | TotalTaxAmt |
| Distributable Before Adj | $66,356 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,356 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,356 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,967 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $47,967 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,356 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,497 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,497 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,389 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,389 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,108 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,108 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $1,108 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JERE W GOLDSMITH IV | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICA INLAND MISSION | |||||||
| PO BOX 3611 | PEACHTREE CITY | GA | 30269 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| CHRISTIAN MISSIONS IN MANY LANDS - CML | |||||||
| 2751 18TH AVENUE | WALL | NJ | 07719 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| PRINCETON CHRISTIAN FELLOWSHIP | |||||||
| 24 MOORE STREET | PRINCETON | NJ | 08542 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| SIM UAS INCORPORATED | |||||||
| PO BOX 7900 | CHARLOTTE | NC | 28241 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| URBAN RECIPE | |||||||
| 970 JEFFERSON ST NW SUITE 7 | ATLANTA | GA | 30318 | N/A | PC | UNRESTRICTED GENERAL | $2,500 |
| INTERVARSITY CHRISTIAN FELLOWSHIP -USA | |||||||
| 635 SCIENCE DRIVE | MADISON | WI | 53711 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| CHRISTIAN MINISTRY ALLIANCE | |||||||
| 19567 W EDGEMONT AVE | BUCKEYE | AZ | 853964562 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| COLUMBIA INTERNATIONAL UNIVERSITY | |||||||
| 7435 MONTICELLO ROAD | COLUMBIA | SC | 29203 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1800 CIRCLE 75 PARKWAY SE | ATLANTA | GA | 30339 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| WESTMINSTER SCHOOLS INC | |||||||
| 1424 W PACES FERRY ROAD | ATLANTA | GA | 30327 | N/A | PC | UNRESTRICTED GENERAL | $3,500 |
| NORTH AVENUE PRESBYTERIAN CHURCH | |||||||
| 607 PEACHTREE STREET NE | ATLANTA | GA | 30308 | N/A | PC | UNRESTRICTED GENERAL | $5,500 |
| ATLANTA SYMPHONY ORCHESTRA | |||||||
| 1280 PEACHTREE STREET | ATLANTA | GA | 30309 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| HISTORIC OAKLAND FOUNDATION | |||||||
| 248 OAKLAND AVENUE SE | ATLANTA | GA | 30312 | N/A | PC | UNRESTRICTED GENERAL | $3,000 |
| THEOLOGICAL HORIZONSINC | |||||||
| 1841 UNIVERSITY CIR | CHARLOTTESVILLE | VA | 22903 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| MIDTOWN ASSISTANCE CENTER | |||||||
| 613 SPRING STREET NW | ATLANTA | GA | 303082121 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| ATLANTA YOUTH SOCCER ASSOCIATION | |||||||
| 161 ARIZONA AVENUE NE | ATLANTA | GA | 303072236 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| GEORGIA JUSTICE PROJECT | |||||||
| PO BOX 13778 | MACON | GA | 30312 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| NORTH POINT MINISTRIES | |||||||
| 4350 N POINT PKWY | ALPHARETTA | GA | 300224101 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| HERITAGE PREPARATORY SCHOOL OF GEORGIA | |||||||
| 1700 PIEDMONT AVE NE | ATLANTA | GA | 30324 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| A BEACON OF HOPE WOMENS CENTER | |||||||
| 9820 NESBIT FERRY ROAD | ALPHARETTA | GA | 300225349 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| LIFE CONNECTION INTERNATIONAL | |||||||
| 12850 HIGHWAY 9 N | ALPHARETTA | GA | 30004 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PL | NASHVILLE | TN | 372407727 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| INTERNATIONAL COMMUNITY SCHOOL INC | |||||||
| 2418 WOOD TRAIL LANE | DECATUR | GA | 300334849 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| DRUID HILLS EDUCATION FOUNDATION | |||||||
| 1798 HAYGOOD DRIVE | ATLANTA | GA | 30307 | N/A | PF | UNRESTRICTED GENERAL | $2,000 |
| LIMINAL HEALTH AND FITNESS | |||||||
| 808 PARK NORTH BLVD STE 104 | CLARKSTON | GA | 300211946 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| TRADESWORK ARTS | |||||||
| 1238 FORREST BLVD | DECATUR | GA | 30030 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| PO BOX 628222 | ORLANDO | FL | 32842 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,880 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 09228F103 BLACKBERRY LTD SHS | ||
| 060505104 BANK OF AMERICA CORP | $45,192 | $220,650 |
| 369604103 GENERAL ELECTRIC CO | ||
| 929740108 WABTEC CORP | ||
| 87161C501 SYNOVUS FINL CORP SH | $19,671 | $47,830 |
| 49456B101 KINDER MORGAN INC. D | $55,789 | $126,180 |
| 369604301 GE AEROSPACE | $85,863 | $307,388 |
| 36266G107 GE HEALTHCARE TECHNO | $32,369 | $29,345 |
| 36828A101 GE VERNOVA LLC | $22,403 | $147,570 |
| 338478100 FLAHERTY & CRUMRINE | $95,011 | $78,350 |
| 921908844 VANGUARD DIVIDEND AP | $139,985 | $168,241 |
| 464287804 ISHARES CORE S&P SMA | $35,558 | $47,417 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 09251T509 BLACKROCK GLOBAL ALL | AT COST | $46,214 | $52,048 |
| 338478100 FLAHERTY & CRUMRINE | |||
| 09251P408 BLACKROCK LARGE CP F | AT COST | $44,350 | $100,269 |
| 464287804 ISHARES CORE S&P SMA | |||
| 921908844 VANGUARD DIVIDEND AP |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UST-MLT FEES AS AGENT | $360 | $216 | $144 |
| UST-MLT FEES AS AGENT | $360 | $216 | $144 |
| INVESTMNT MNGMNT FEES (NON-DED | $1,073 | $644 | $429 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - PRIOR YEAR | $60 | $0 | $0 |
| EXCISE TAX ESTIMATES | $368 | $0 | $0 |
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