DAVIS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DAVIS FOUNDATION (EIN 58-1920227)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-01-27
IRS object ID
202520279349100317
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-01-27T11:58:32-06:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581763439PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDHAM BRANNON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13630 PEACHTREE RD NE SUITE 600AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30326ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN581920227EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DAVIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone4042334020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1229 PEACHTREE HILLS AVENUE 2239AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFT DAVIS JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4044410312PhoneNum
Signature2025-01-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS C NEALPreparerPersonNm
PTINP00834999PTIN
Phone4048982000PhoneNum
Preparation2025-01-21PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,210,027FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$151,987DividendsRevAndExpnssAmt
Dividends Net Invst Incm$151,987DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$75NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$75GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$75CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$152,062TotalRevAndExpnssAmt
Total Net Invst Incm$152,062TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,059TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,959TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$104,735ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$104,735ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$110,694TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$104,735TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$41,368ExcessRevenueOverExpensesAmt
Net Investment Income$152,062NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$244,952CashBOYAmt
Cash EOY$206,612CashEOYAmt
Cash EOYFMV$206,612CashEOYFMVAmt
Other Investments BOY$1,250,194OtherInvestmentsBOYAmt
Other Investments EOY$1,255,652OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,003,415OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,495,146TotalAssetsBOYAmt
Total Assets EOY$1,462,264TotalAssetsEOYAmt
Total Assets EOYFMV$5,210,027TotalAssetsEOYFMVAmt
Other Liabilities BOY$76,850OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,600OtherLiabilitiesEOYAmt
Total Liabilities BOY$76,850TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,600TotalLiabilitiesEOYAmt
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$1,418,296RetainedEarningBOYAmt
Retained Earning EOY$1,459,664RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,418,296TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,459,664TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,495,146TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,462,264TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,418,296TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$41,368ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,459,664SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,459,664TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$75GrossSalesPriceAmt
Gain Or Loss$75GainOrLossAmt
Gains Minus Excess Or Losses$75GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$75CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,114InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,114SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,114TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$808EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$808TotalPaymentsAndCreditsAmt
Es Penalty$60EsPenaltyAmt
Tax Due$1,366TaxDueAmt

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 Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFT DAVIS JRIndividualWithBooksNm
Phone4042334020PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1229 PEACHTREE HILL AVENUE 2239AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FT DAVIS JR
229 PEACHTREE HILLS AVENUE 2239ATLANTAGA30305TRUSTEE1.00$0$0$0
WINIFRED S DAVIS
229 PEACHTREE HILLS AVENUE 2239ATLANTAGA30305TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$4,651,632AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$265,510AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,917,142TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,917,142AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$73,757CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,843,385NetVlNoncharitableAssetsAmt
Minimum Investment Return$242,169MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$242,169MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,114TaxBasedOnInvestmentIncomeAmt
Total Tax$2,114TotalTaxAmt
Distributable Before Adj$240,055DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$240,055DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$240,055DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$104,735ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$104,735QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$240,055DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$278,561ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$19,815ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$298,376TotalExcessDistributionCyovAmt
Qualifying Distributions$104,735QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$104,735AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$135,320ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$135,320ExcessDistributionCyovAppCYAmt
Total Corpus$163,056TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$163,056ExcessDistriCyovToNextYrAmt
Excess From Year3$143,241ExcessFromYear3Amt
Excess From Year2$19,815ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFT DAVIS JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL SAINTS' EPISCOPAL CHURCH
634 W PEACHTREE ST NWATLANTAGA30308NONEPCRELIGION$30,250
APPALACHIAN TRAIL CONSERVANCY
799 WASHINGTON STREET PO BOX 807HARPERS FERRYWV25425NONEPCCOMMUNITY$300
ATLANTA BOTANICAL GARDEN
1345 PIEDMONT AVE NEATLANTAGA30309NONEPCCOMMUNITY$675
ATLANTA COMMUNITY FOOD BANK
3400 N DESERT DRIVEEAST POINTGA30344NONEPCCOMMUNITY$1,000
ATLANTA FULTON COUNTY LIBRARY FOUNDATION
ONE MARGARET MITCHELL SQUAREATLANTAGA30303NONEPCCOMMUNITY$100
ATLANTA HISTORY CENTER
130 WEST PACES FERRY RD NWATLANTAGA30305NONEPCHISTORY$1,000
BOYCE L ANSLEY SCHOOL
120 RALPH MCGILL BLVD NEATLANTAGA30308NONEPCEDUCATION$1,100
BOYS AND GIRLS CLUB
42 COMMUNITY PLACE/BOX 1812CASHIERSNC28717NONEPCCOMMUNITY$1,000
CARTER CENTER
453 JOHN LEWIS FREEDOM PKWY NEATLANTAGA30307NONEPCHEALTHCARE$2,000
CASHIERS HISTORICAL SOCIETY
1940 NC-107CASHIERSNC28717NONEPCEDUCATION$1,500
CHURCH OF THE GOOD SHEPHARD
1448 NC-107CASHIERSNC28717NONEPCRELIGION$5,000
COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA
4 VANDERBILT PARK DR 300ASHEVILLENC28803NONEPCCOMMUNITY$500
COVENANT COMMUNITY INC
623 SPRING STREET NWATLANTAGA30308NONEPCCOMMUNITY$1,000
GEORGIA FIRST AMENDMENT FOUNDATION
7742 SPALDING DR 209PEACHTREE CORNERSGA30092NONEPCEDUCATION$1,000
GLENVILLE CASHIERS RESCUE
79 N NORTON RDGLENVILLENC28736NONEPCCOMMUNITY$100
HARVARD LAW SCHOOL
1563 MASSACHUSETTS AVENUECAMBRIDGEMA02138NONEPCEDUCATION$1,000
HIGH MUSEUM OF ART
1280 PEACHTREE ST NEATLANTAGA30309NONEPCARTS$365
HIGHLAND-CASHIERS HEALTH FOUNDATION
348 S 5TH ST 221HIGHLANDSNC28741NONEPCHEALTHCARE$1,000
PARK PRIDE
233 PEACHTREE ST NE 1600ATLANTAGA30303NONEPCCOMMUNITY$100
PISGAH LEGAL SERVICES
PO BOX 2276ASHEVILLENC28802NONEPCCOMMUNITY$600
RED SEA FOUNDATION
10683 BIG CANOEBIG CANOEGA30143NONEPCCOMMUNITY$30,000
RESPITE CARE ATLANTA
2715 PEACHTREE RD NEATLANTAGA30305NONEPCHEALTHCARE$1,000
SALVATION ARMY
PO BOX 930188NORCROSSGA30093NONEPCCOMMUNITY$1,000
TEACH FOR AMERICA
1360 PEACHTREE ST NE 1100ATLANTAGA30309NONEPCEDUCATION$500
THE LOVETT SCHOOL
4075 PACES FERRY RD NWATLANTAGA30327NONEPCEDUCATION$200
TREES ATLANTA
225 CHESTER AVENUE SEATLANTAGA30316NONEPCCOMMUNITY$2,000
VIRGINIA THEOLOGICAL SEMINARY
3737 SEMINARY RDALEXANDRIAVA22304NONEPCRELIGION$2,000
WESTMINSTER SCHOOLS
1424 W PACES FERRY RD NWATLANTAGA30327NONEPCEDUCATION$11,000
WHITESIDE CHURCH
4546 WHITESIDE COVE RDHIGHLANDSNC28741NONEPCRELIGION$1,000
ALZHEIMER'S FOUNDATION OF AMERICA
322 EIGHTH AVENUE 16TH FLOORNEW YORKNY10001NONEPCHEALTHCARE$100
ATLANTA LEGAL AID
54 ELLIS ST NEATLANTAGA30303NONEPCCOMMUNITY$200
FRIENDS OF THE ALBERT CARLTON LIBRARY
249 FRANK ALLEN RDCASHIERSNC28717NONEPCCOMMUNITY$125
GEORGE WASHINGTON LAW SCHOOL
2000 H ST NWWASHINGTONDC20052NONEPCEDUCATION$500
GEORGIA CONSERVANCY
230 PEACHTREE STREET NW STE 2275ATLANTAGA30303NONEPCCOMMUNITY$500
GEORGIA TECH FOUNDATION
760 SPRING STREET STE 400ATLANTAGA30308NONEPCEDUCATION$300
MOREHOUSE COLLEGE
830 WESTVIEW DR SWATLANTAGA30314NONEPCEDUCATION$500
PEACHTREE HILLS PLACE FOUNDATION
229 PEACHTREE HILLS AVENUE NEATLANTAGA30305NONEPCCOMMUNITY$1,000
PIEDMONT HEALTHCARE FOUNDATION
PO BOX 116812ATLANTAGA30368NONEPCHEALTHCARE$500
TGEN FOUNDATION
445 N 5TH STREETPHOENIXAZ85004NONEPCHEALTHCARE$100
THE BASCOM CENTER
323 FRANKLIN ROADHIGHLANDSNC28741NONEPCCOMMUNITY$1,000
TRUST FOR PUBLIC LANDS
100 M ST SE STE 700WASHINGTONDC20003NONEPCCOMMUNITY$1,000
WABE
740 BISMARK RD NEATLANTAGA30324NONEPCCOMMUNITY$320
WOODRUFF HEALTH SCIENCE CENTER
1365 CLIFTON ROAD NE STE 5ATLANTAGA30322NONEPCEDUCATION$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$104,735TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$151,987ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$152,062ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$152,062TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$3,900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
2048.262 SHS FIDELITY 500 INDEX FUNDAT COST$80,904$406,129
2459.001 SHS GOLDMAN SACHS CAP GROWTH CLASS AAT COST$52,198$86,040
3,975 SHS AT&T INC COM USDAT COST$56,593$89,597
8,603 SHS BANK OF NEW YORK MELLON CORPAT COST$68,923$648,322
800 SHS INTERNATIONAL BUS MACH CORPAT COST$37,852$165,376
2,227 SHS MICROSOFT CORPAT COST$50,109$904,941
573 WELLS FARGO CO NEW COMAT COST$44,298$37,199
7,325 SHS MID AMER APT CMNTYS INCAT COST$94,908$1,108,566
25,500 SHS NATIONAL RETAIL PROPERTIES INCAT COST$416,745$1,107,720
2,273.694 SHS SEQUOIA FUNDAT COST$334,160$438,050
160.00 SHS KYNDRYL HLDGS INC COMMON STOCKAT COST$1,653$3,662
961 SHS WARNER BROTHERS DISSCOVERY INC COMAT COST$17,309$7,813

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescUNDEPOSITED FUNDSDesc
BOY Book Value$76,850BOYBookValueAmt
EOY Book Value$2,600EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$2,059Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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