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THE SARA AND FRED HOYT CHARITABLE TRUST DTD 121696: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE SARA AND FRED HOYT CHARITABLE TRUST DTD 121696 (EIN 58-6331684)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-30
IRS object ID
202002749349100105
Schema version
2019v5.1
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)
Return2020-09-30T10:20:38-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560574444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11075 PEACHTREE ST NE SUITE 2200AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586331684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SARA AND FRED HOYT CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSARABusinessNameControlTxt
Phone4043551942PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 12366AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP303552366ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARA J HOYTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4043551942PhoneNum
Signature2020-09-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRYN H DILLON CPAPreparerPersonNm
PTINP00083324PTIN
Phone4042090954PhoneNum
Preparation2020-09-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.142.180.173IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-27IPDt
IP Tm16:29:55IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id04DA07245348C32E169C7060CD278DD7C85E9AC4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,032,198FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$503,003ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,783InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,783InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$173,944DividendsRevAndExpnssAmt
Dividends Net Invst Incm$173,944DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,460,874NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,254,506GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,460,874CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$674OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$674OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,142,278TotalRevAndExpnssAmt
Total Net Invst Incm$1,639,275TotalNetInvstIncmAmt
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$8,270AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,067AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,203AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$92,234OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$92,234OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$32,402TaxesRevAndExpnssAmt
Taxes Net Invst Incm$32,402TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$132,906TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$126,703TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,203TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$570,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$570,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$702,906TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$126,703TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$576,203TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,439,372ExcessRevenueOverExpensesAmt
Net Investment Income$1,512,572NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$614,471CashBOYAmt
Cash EOY$731,754CashEOYAmt
Cash EOYFMV$731,754CashEOYFMVAmt
Corporate Stock BOY$6,452,048CorporateStockBOYAmt
Corporate Stock EOY$7,291,193CorporateStockEOYAmt
Corporate Stock EOYFMV$9,300,444CorporateStockEOYFMVAmt
Total Assets BOY$7,066,519TotalAssetsBOYAmt
Total Assets EOY$8,022,947TotalAssetsEOYAmt
Total Assets EOYFMV$10,032,198TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$7,066,519CapitalStockBOYAmt
Capital Stock EOY$8,022,947CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,066,519TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,022,947TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,066,519TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,022,947TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,066,519TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,439,372ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,505,891SubtotalAmt
Other Decreases$482,944OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,022,947TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$6,254,506GrossSalesPriceAmt
Cost Or Other Basis$4,793,632CostOrOtherBasisAmt
Gain Or Loss$1,460,874GainOrLossAmt
Gains Minus Excess Or Losses$1,460,874GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,460,874CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$503,406AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,673,956NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058036DistributionYr1Rt
Adjusted Qlfy Distri Yr2$451,447AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,696,824NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058654DistributionYr2Rt
Adjusted Qlfy Distri Yr3$353,125AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,949,498NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050813DistributionYr3Rt
Adjusted Qlfy Distri Yr4$360,019AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,819,952NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052789DistributionYr4Rt
Adjusted Qlfy Distri Yr5$353,812AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,019,594NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058777DistributionYr5Rt
Total Distribution0.279069TotalDistributionRt
Average Distribution0.055814AverageDistributionRt
Net Vl Noncharitable Assets$9,010,307NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$502,901AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15,126NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$518,027AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$576,203QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$15,126InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,126SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,126TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$29,400EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$29,400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$14,274OverpaymentAmt
Applied To ES Tax$14,274AppliedToESTaxAmt
Refund$0RefundAmt

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 FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSARA J HOYTIndividualWithBooksNm
Phone4043551942PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 12366AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP303552366ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARA J HOYT
PO BOX 12366ATLANTAGA30355TRUSTEE0.00$0$0$0
WALTER J HOYT
PO BOX 12366ATLANTAGA30355DIST. COMM.0.00$0$0$0
DANCY H WYNNE
PO BOX 12366ATLANTAGA30355DIST. COMM.0.00$0$0$0
WILLIAM D HOYT
PO BOX 12366ATLANTAGA30355DIST. COMM.0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$8,564,762AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$582,758AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,147,520TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,147,520AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$137,213CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,010,307NetVlNoncharitableAssetsAmt
Minimum Investment Return$450,515MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$450,515MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,126TaxBasedOnInvestmentIncomeAmt
Total Tax$15,126TotalTaxAmt
Distributable Before Adj$435,389DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$435,389DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$435,389DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$576,203ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$576,203QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$15,126PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$561,077AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$435,389DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$80,208ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$32,044ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,713ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$78,712ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$88,910ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$289,587TotalExcessDistributionCyovAmt
Qualifying Distributions$576,203QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$435,389AppliedToCurrentYearAmt
Remaining Distri From Corpus$140,814RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$430,401TotalCorpusAmt
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$80,208ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$350,193ExcessDistriCyovToNextYrAmt
Excess From Year4$32,044ExcessFromYear4Amt
Excess From Year3$9,713ExcessFromYear3Amt
Excess From Year2$78,712ExcessFromYear2Amt
Excess From Year1$88,910ExcessFromYear1Amt
Excess From Current Year$140,814ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSARA J HOYTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ATLANTA BOTANICAL GARDEN FOUNDATION
1345 PIEDMONT AVENUE NEATLANTAGA30309UNRELATED501 (C) (3)EDUCATION/PRESERVATION$10,000
CAMP SUNSHINE
1850 CLAIRMONT RDDECATURGA30033UNRELATED501 (C) (3)SOCIAL SERVICES$5,000
CATHEDRAL OF ST PHILIP
2744 PEACHTREE RD NWATLANTAGA30305UNRELATED501 (C) (3)EDUCATION$5,000
COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776WILLIAMSBURGVA23187UNRELATED501 (C) (3)ARTS$25,000
COMMUNITY FOUNDATION OF GREATER ATLANTA
50 HURT PLAZAATLANTAGA30303UNRELATED501 (C) (3)HUMANITARIAN$370,000
EAGLE RANCH
P O BOX 7200CHESTNUT MOUNTAINGA30502UNRELATED501 (C) (3)SOCIAL SERVICES$10,000
GOOD SAMARITAN HEALTH CENTER
239 ALEXANDER STREET NWATLANTAGA30313UNRELATED501 (C) (3)MEDICAL SERVICES$15,000
HUDSON LIBRARY
P O BOX 430HIGHLANDSNC28741UNRELATED501 (C) (3)EDUCATION/BOOK PRESERVATION$10,000
NORTH GA COMMUNITY FOUNDATION
615 OAK STREETGAINESVILLEGA30501UNRELATED501 (C) (3)COMMUNITY SERVICE$80,000
SHEPHERD CENTER
2020 PEACHTREE RD NWATLANTAGA30309UNRELATED501 (C) (3)MEDICAL - REHABILITATION$10,000
THE BASCOM FOUNDATION
P O BOX 766HIGHLANDSNC28741UNRELATED501 (C) (3)ARTS$10,000
THE HIGHLANDS BIOLOGICAL FOUNDATION
265 N SIXTH STREETHIGHLANDSNC28741UNRELATED501 (C) (3)PROMOTE RESEARCH AND EDUCATION$10,000
WESTMINSTER SCHOOLS
1424 WEST PACES FERRY ROAD NWATLANTAGA30327UNRELATED501 (C) (3)EDUCATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$570,000TotalGrantOrContriPdDurYrAmt
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$3,783ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$173,944ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$674ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,460,874ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,639,275ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,639,275TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSARA HOYTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 12366AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30355ZIPCd
FieldValueIRS element (for citing)
Total Contributions$503,003TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property9,260 SHARES OF COCA COLA COMMON STOCKNoncashPropertyDesc
Fair Market Value$503,003FairMarketValueAmt
Received2019-12-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,270Amt
Net Investment Income$2,067NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,203DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF PAGE 5, PART VII-A, LINE 12FormAndLineReferenceDesc
Medium ExplanationTHE FOUNDATION DISTRIBUTED $450,000 TO DONOR-ADVISED FUNDS ($370,000 TO THE COMMUNITY FOUNDATION FOR GREATER ATLANTA AND $80,000 TO THE NORTH GEORGIA COMMUNITY FOUNDATION) OVER WHICH THE FOUNDATION'S TRUSTEES HAVE ADVISORY PRIVILEGES. THESE DISTRIBUTIONS HAVE BEEN TREATED AS QUALIFYING DISTRIBUTIONS FOR 2019 (SEE PART XV, LINE 3A) AS DISTRIBUTIONS FROM THESE FUNDS ARE IN ACCORDANCE WITH THE OVERALL PURPOSE OF THIS FOUNDATION AND ARE USED TO ACCOMPLISH CHARITABLE PURPOSES DESCRIBED UNDER IRS SECTION 170(C)(2)(B).MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$7,291,193EOYBookValueAmt
EOYFMV$9,300,444EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR DIFFERENCE B/T BOOK AND FMV - CURR YR CONTRIBUTIONDesc
Amt$482,944Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMERRILL LYNCH - NONDIV DISTRIBUTIONSDesc
Revenue And Expenses Per Books$674RevenueAndExpensesPerBooksAmt
Net Investment Income$674NetInvestmentIncomeAmt
Adjusted Net Income$674AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$88,822$88,822$0
BANK SERVICE CHARGES AND FOREIGN TAX$3,412$3,412$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$32,402Amt
Net Investment Income$32,402NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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