COMMUNITY FOUNDATION OF WEST GEORGIA INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF WEST GEORGIA INC (EIN 03-0472714)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-27
- IRS object ID
- 202003019349301700
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-27T10:38:41-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470949225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANIE LOWE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 TALLAPOOSA ST E | AddressLine1Txt |
| City | BREMEN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 301102045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030472714 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF WEST GEORGIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 7708321462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 SOUTH PARK STREET | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM JONES | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joanie Lowe | PreparerPersonNm |
| PTIN | P00413849 | PTIN |
| Phone | 7705371110 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 SOUTH PARK STREET | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,235,049 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFWG.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF THE WEST GEORGIA AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $22,804,084 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,309,177 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $261,852 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $278,310 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,077,403 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,164,115 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $28,143,339 | PYTotalRevenueAmt |
| CY Total Revenue | $8,751,602 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,756,763 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,006,728 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $174,019 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $184,733 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $87,670 | PYOtherExpensesAmt |
| CY Other Expenses | $199,797 | CYOtherExpensesAmt |
| PY Total Expenses | $4,018,452 | PYTotalExpensesAmt |
| CY Total Expenses | $7,391,258 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $24,124,887 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,360,344 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,767,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,294,891 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $569,763 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $736,991 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $95,197,556 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,557,900 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF THE WEST GEORGIA AREA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,077,901 | ExpenseAmt |
| Grant | $7,006,728 | GrantAmt |
| Desc | PROVIDED FUNDS TO VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $7,077,901 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM JONES | PersonNm |
| Phone | 7708321462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 SOUTH PARK STREET | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| KIM JONES | |||||||
| President | 40.00 | 0.00 | $86,520 | $0 | $0 | ||
| BOBBY STEWART | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| FRANCISCO BALDIZON | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| TIMOTHY GRIZZARD | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| STEVE DAVIS | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREA CHAPMAN | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RICHARD DAVIS | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LYNN CLARKE | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SUSAN FLECK | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| FRED ONEAL | |||||||
| Chairman | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| KIRBY T BUTLER | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREW S LOVVORN | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JACKIE PATE | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CHARLES ALAN MARTINEZ | |||||||
| Secretary/Treas | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| ANN NEWMAN | |||||||
| Vice Chair | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| MONICA SMITH | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LINDA MCWHORTER | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $86,520 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,309,177 | AllOtherContributionsAmt |
| Noncash Contributions | $2,477,596 | NoncashContributionsAmt |
| Total Contributions | $7,309,177 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| ADMINISTRATIVE FEE INCOME | $223,641 | $223,641 |
| Miscellaneous | $44,320 | $44,320 |
| Other Income | $2,416 | $2,416 |
| RENT | $7,933 | $7,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $278,310 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $279,543 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $279,543 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,368,019 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,483,447 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $884,572 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $884,572 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $884,572 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,751,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,442,425 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,006,728 | TotalAmt |
| Program Services | $7,006,728 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,520 | TotalAmt |
| Program Services | $43,260 | ProgramServicesAmt |
| Management And General | $43,260 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,874 | TotalAmt |
| Program Services | $17,439 | ProgramServicesAmt |
| Management And General | $57,435 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,926 | TotalAmt |
| Program Services | $2,813 | ProgramServicesAmt |
| Management And General | $4,113 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,114 | TotalAmt |
| Program Services | $1,698 | ProgramServicesAmt |
| Management And General | $2,416 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,299 | TotalAmt |
| Program Services | $4,632 | ProgramServicesAmt |
| Management And General | $7,667 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,730 | TotalAmt |
| Management And General | $120,730 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,476 | TotalAmt |
| Management And General | $10,476 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,479 | TotalAmt |
| Management And General | $3,479 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,318 | TotalAmt |
| Management And General | $11,318 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,087 | TotalAmt |
| Management And General | $19,087 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,077 | TotalAmt |
| Management And General | $5,077 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,014 | TotalAmt |
| Management And General | $11,014 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| MISC ADMIN | $11,573 | $11,573 | |
| ANNUAL REPORT AND MEETINGS | $3,798 | $2,467 | $1,331 |
| BANK CHARGES | $2,005 | $2,005 | |
| DUES AND SUBSCRIPTIONS | $1,240 | $1,240 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,391,258 | TotalAmt |
| Program Services | $7,077,901 | ProgramServicesAmt |
| Management And General | $313,357 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,106 | BOYAmt |
| EOY | $73,483 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,408 | BOYAmt |
| EOY | $62,621 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,392 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $380,548 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $123,357 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,197 | BOYAmt |
| EOY | $257,191 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,404,156 | BOYAmt |
| EOY | $27,002,095 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,896,052 | BOYAmt |
| EOY | $69,899,501 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,767,319 | BOYAmt |
| EOY | $97,294,891 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,607 | BOYAmt |
| EOY | $623,021 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,156 | BOYAmt |
| EOY | $113,455 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $515 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,763 | BOYAmt |
| EOY | $736,991 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,421 | BOYAmt |
| EOY | $389,103 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,877,135 | BOYAmt |
| EOY | $96,168,797 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,197,556 | BOYAmt |
| EOY | $96,557,900 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,767,319 | BOYAmt |
| EOY | $97,294,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,360,344 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,064,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,062,824 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,238,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,065,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,587,487 | CurrentTaxYearAmt |
| Total | $83,018,493 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,064,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,062,824 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,238,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,065,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,587,487 | CurrentTaxYearAmt |
| Total | $83,018,493 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $83,018,493 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $848,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,316,742 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,920,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,077,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,164,115 | CurrentTaxYearAmt |
| Total | $11,327,059 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $848,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,316,742 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,920,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,077,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,164,115 | CurrentTaxYearAmt |
| Total | $11,327,059 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,912,167 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,379,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,158,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,143,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,751,602 | CurrentTaxYearAmt |
| Total | $94,345,552 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86980 | PublicSupportPY509Pct |
| Investment Income CY | 0.12010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.13020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 67 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $5,533,668 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $5,754,932 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,557,959 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,792,865 | BeginningYearBalanceAmt |
| Contributions | $825,977 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,372,617 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $701,982 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $112,111 | AdministrativeExpensesAmt |
| End Year Balance | $81,432,132 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,967,812 | BeginningYearBalanceAmt |
| Contributions | $20,677,919 | ContributionsAmt |
| Investment Earnings Or Losses | $6,391,104 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,130,045 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $113,925 | AdministrativeExpensesAmt |
| End Year Balance | $82,792,865 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,622,374 | BeginningYearBalanceAmt |
| Contributions | $22,629,548 | ContributionsAmt |
| Investment Earnings Or Losses | $2,132,186 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,343,372 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $72,924 | AdministrativeExpensesAmt |
| End Year Balance | $60,967,812 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,050,562 | BeginningYearBalanceAmt |
| Contributions | $5,118,858 | ContributionsAmt |
| Investment Earnings Or Losses | $922,312 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,336,834 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $132,524 | AdministrativeExpensesAmt |
| End Year Balance | $37,622,374 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,544,782 | BeginningYearBalanceAmt |
| Contributions | $10,102,130 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,111,851 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,408,098 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $76,401 | AdministrativeExpensesAmt |
| End Year Balance | $33,050,562 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15000 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.85000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,000 | OtherCostOrOtherBasisAmt |
| Book Value | $50,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,548 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,675 | DepreciationAmt |
| Book Value | $183,873 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,682 | DepreciationAmt |
| Book Value | $23,318 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,000 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $257,191 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $69,899,501 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security deposit | Desc |
| Amt | $515 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $515 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,630,874 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $8,630,874 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $120,728 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $120,728 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,751,602 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,270,530 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,270,530 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $120,728 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $120,728 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,391,258 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | PROVIDES NONPROFIT GROUPS OR ORGANIZATIONS WITH A PREDICTABLE FLOW OF FUNDS FOR OPERATING AND OR CAPITAL NEEDS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (74 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN LEGION CARROLL POST | |||||||
| PO BOX 647 | CARROLLTON | GA | 30112 | 586044359 | $7,500 | $0 | PROGRAM |
| ANTIOCH BAPTIST CHURCH | |||||||
| P O BOX 1614 | CARROLLTON | GA | 30112 | 581547937 | $31,465 | $0 | PROGRAM |
| Atlanta Audubon Society | |||||||
| 4055 Roswell Road | Atlanta | GA | 30342 | 581834323 | $10,819 | $0 | PROGRAM |
| ATLANTA CONTEMPORARY ART CENT | |||||||
| 535 MEANS STREET NW | ATLANTA | GA | 30318 | 581174492 | $10,000 | $0 | PROGRAM |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 317 S COLLEGE STREET | AUBURN | AL | 36849 | 636022422 | $50,000 | $0 | PROGRAM |
| BOWDON ELEMENTARY SCHOOL | |||||||
| 223 KENT AVE | BOWDON | GA | 30108 | 586000203 | $6,431 | $0 | PROGRAM |
| BOWDON HISTORICAL SOCIETY | |||||||
| p o BOX 112 | BOWDON | GA | 30108 | 830460152 | $10,000 | $0 | PROGRAM |
| BRIARWOOD PRESBYTERIAN CHURCH | |||||||
| CAMPUS OUTREACH | BIRMINGHAM | AL | 35243 | 630653634 | $22,000 | $0 | PROGRAM |
| CARROLL COUNTY CASA | |||||||
| PO BOX 310 | CARROLLTON | GA | 30112 | 582405072 | $5,900 | $0 | PROGRAM |
| CARROLL COUNTY CHAMBER | |||||||
| 200 NORTHSIDE DRIVE | CARROLLTON | GA | 30117 | 580654992 | $7,500 | $0 | PROGRAM |
| CARROLL COUNTY CHILD ADVOCACY | |||||||
| 110 CORPORATE DR | CARROLLTON | GA | 30117 | 581641049 | $58,500 | $0 | PROGRAM |
| CARROLL COUNTY ECON DEVELOP F | |||||||
| 200 NORTHSIDE DRIVE | CARROLLTON | GA | 30117 | 582589709 | $12,000 | $0 | PROGRAM |
| CARROLL COUNTY FAMILY CONNECTION | |||||||
| 306 B BRADLEY ST | CARROLLTON | GA | 30117 | 451744356 | $30,000 | $0 | PROGRAM |
| CARROLL COUNTY FERST FCL | |||||||
| PO BOX 1922 | CARROLLTON | GA | 30112 | 824492106 | $30,000 | $0 | PROGRAM |
| CARROLLTON CITY SCHOOLS | |||||||
| 106 TROJAN DRIVE | CARROLLTON | GA | 30117 | 586000140 | $285,200 | $0 | PROGRAM |
| CARROLLTON CITY SCHOOLS ED FO | |||||||
| 106 TROJAN DRIVE | CARROLLTON | GA | 30117 | 582003315 | $12,380 | $0 | PROGRAM |
| CARROLLTON ELEMENTARY SCHOOL | |||||||
| 401 BEN SCOTT BLVD | CARROLLTON | GA | 30117 | 586000140 | $8,393 | $0 | PROGRAM |
| Carrollton First Methodist Ch | |||||||
| 206 Newnan Street | Carrollton | GA | 30117 | 580648678 | $75,000 | $0 | PROGRAM |
| CARROLLTON HIGH SCHOOL | |||||||
| 201 TROJAN DRIVE | CARROLLTON | GA | 30117 | 586000140 | $8,517 | $0 | PROGRAM |
| CARROLLTON PARKS AND RECREATI | |||||||
| 251 ALABAMA STREET | CARROLLTON | GA | 30117 | 586000533 | $25,100 | $0 | PROGRAM |
| CARROLLTON SENIOR CENTER | |||||||
| PO BOX 532 | CARROLLTON | GA | 30112 | 586000533 | $6,000 | $0 | PROGRAM |
| CARROLTON UPPER ELEMENTARY SC | |||||||
| 151 TOM REEVE DR | CARROLLTON | GA | 30117 | 586000140 | $5,135 | $0 | PROGRAM |
| CHARLESTON DAY SCHOOL | |||||||
| 15 ARCHDALE STREET | CHARLESTON | SC | 29401 | 570524184 | $6,000 | $0 | PROGRAM |
| CHARLESTON DIGITAL CORRIDOR F | |||||||
| 385 MEETING ST STE 100 | CHARLESTON | NC | 29403 | 200836170 | $10,000 | $0 | PROGRAM |
| CHATTAHOOCHEE RIVERKEEPERS I | |||||||
| 916 JOSEPH LOWERY BLVD STE3 | ATLANTA | GA | 30318 | 582095413 | $55,000 | $0 | PROGRAM |
| CIRCLES OF WEST GEORGIA FUND | |||||||
| PO BOX 1368 | CARROLLTON | GA | 30112 | 472704670 | $58,000 | $0 | PROGRAM |
| CITY OF BOWDON | |||||||
| 136 CITY HALL AVE | BOWDON | GA | 30108 | 586000523 | $11,500 | $0 | PROGRAM |
| CITY OF CARROLLTON | |||||||
| PO BOX 1949 | CARROLLTON | GA | 30112 | 586000533 | $66,238 | $0 | PROGRAM |
| Each IncHelp the Persecuted | |||||||
| P O Box 20303 | Atlanta | GA | 30325 | 900757484 | $10,000 | $0 | PROGRAM |
| EMORY UNIVERSITY | |||||||
| 12 EXECUTIVE PARK STE 247 | ATLANTA | GA | 30329 | 580566256 | $85,000 | $0 | PROGRAM |
| FERST FOUNDATION OF HARALSON | |||||||
| P O BOX 362 | BREMEN | GA | 30110 | 582269738 | $5,500 | $0 | PROGRAM |
| FERST Readers Inc | |||||||
| P O BOX 1327 | MADISON | GA | 30650 | 582489181 | $108,015 | $0 | PROGRAM |
| FIRST BAPTIST CHURCH BREMEN | |||||||
| 331 PACIFIC AVE | BREMEN | GA | 30110 | 580622968 | $16,000 | $0 | PROGRAM |
| FIRST BAPTIST CHURCH OF CARRO | |||||||
| 563 OLD BREMEN ROAD | CARROLLTON | GA | 30117 | 581783466 | $8,156 | $0 | PROGRAM |
| George Washington Un Law Sch | |||||||
| P O Box 98131 | Washington | DC | 20077 | 530196584 | $10,000 | $0 | PROGRAM |
| GEORGIA JUSTICE PROJECT | |||||||
| 438 EDGEWOOD AVE SE | ATLANTA | GA | 30312 | 581917659 | $25,000 | $0 | PROGRAM |
| Georgia Organics Inc | |||||||
| 200 Ottley Dr NE Suite A | Atlanta | GA | 30324 | 582345310 | $30,000 | $0 | PROGRAM |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING ST NW STE 400 | ATLANTA | GA | 30308 | 586043294 | $50,000 | $0 | PROGRAM |
| GOLDMAN SACHS PHILANTHROPY FD | |||||||
| 3414 PEACHTREE RD STE 600 | ATLANTA | GA | 30326 | 311774905 | $4,319,318 | $0 | PROGRAM |
| IMPACT INTERNATIONAL INC | |||||||
| PO BOX 1677 | CARROLLTON | GA | 30112 | 743133584 | $7,660 | $0 | PROGRAM |
| INTERNATIONAL LEADERSHIP INST | |||||||
| PO BOX 1005 | CARROLLTON | GA | 30112 | 311803122 | $20,000 | $0 | PROGRAM |
| Johns Hopkins University Dept | |||||||
| 3400 N Charles St | Baltimore | MD | 21218 | 520595110 | $25,000 | $0 | PROGRAM |
| JSR INC | |||||||
| 2905 FORESTDALE DRIVE | BURLINGTON | NC | 27215 | 561280273 | $16,500 | $0 | PROGRAM |
| KEEP CARROLL BEAUTIFUL | |||||||
| 605 Dixie Street | CARROLLTON | GA | 30117 | 202710393 | $20,000 | $0 | PROGRAM |
| KIDSPEACE NATL CENTERS OF GA | |||||||
| 101 KIDSPEACE DR | BOWDON | GA | 30108 | 200017440 | $13,500 | $0 | PROGRAM |
| KidsPeace Inc | |||||||
| 4085 Independence Drive | Schnecksville | PA | 18078 | 522360561 | $15,000 | $0 | PROGRAM |
| Moores Chapel | |||||||
| 120 North Park Street | Carrollton | GA | 30117 | 208904266 | $10,378 | $0 | PROGRAM |
| MT PLEASANT BAPTIST CHURCH | |||||||
| 694 MT PLEASANT CHURCH ROAD | CARROLLTON | GA | 30116 | 582345771 | $8,000 | $0 | PROGRAM |
| NEVA LOMASON LIBRARY | |||||||
| 710 ROME STREET | CARROLLTON | GA | 30117 | 586003107 | $10,000 | $0 | PROGRAM |
| OAK GROVE MONTESSORI SCHOOL | |||||||
| 180 OAK GROVE RD | CARROLLTON | GA | 30117 | 753164848 | $20,000 | $0 | PROGRAM |
| OAK MOUNTAIN ACADEMY | |||||||
| 222 CROSS PLAINS ROAD | CARROLLTON | GA | 30116 | 580976833 | $54,847 | $0 | PROGRAM |
| OPENS HAND UNITED CHRISTIAN M | |||||||
| PO BOX 1818 | CARROLLTON | GA | 30112 | 462465968 | $10,000 | $0 | PROGRAM |
| OVARIAN CANCER INSTITUTE | |||||||
| 960 JOHNSON FERRY RD | ATLANTA | GA | 30342 | 582445245 | $25,000 | $0 | PROGRAM |
| PARTNERS ADVANCING STUDENT SU | |||||||
| 401 ADAMSON SQ RM 317 | CARROLLTON | GA | 30117 | 455615740 | $24,500 | $0 | PROGRAM |
| PINK POSSE FUND | |||||||
| 251 MASK ROAD | BROOKS | GA | 30205 | 030472714 | $24,000 | $0 | PROGRAM |
| POSITIVE RESPONSE INC | |||||||
| 411 NORTH PARK STREET | CARROLLTON | GA | 30117 | 582105141 | $15,000 | $0 | PROGRAM |
| Society of St Vincent de Pau | |||||||
| 210 Old Center Point Road | Carrollton | GA | 30117 | 580967972 | $12,000 | $0 | PROGRAM |
| South India Christian Mission | |||||||
| P O Box 224 | Carrollton | GA | 30112 | 813975016 | $10,000 | $0 | PROGRAM |
| SOUTHWIRE CARES INC | |||||||
| P O BOX 527 | CARROLLTON | GA | 30112 | 202000189 | $7,923 | $0 | PROGRAM |
| ST MARGARETS EPISCOPAL CHURC | |||||||
| 606 NEWNAN STREET | CARROLLTON | GA | 30117 | 580572411 | $67,446 | $0 | PROGRAM |
| ST MARGARETS COMMUNITY OUTREA | |||||||
| 606 NEWNAN STREET | CARROLLTON | GA | 30117 | 580572411 | $54,000 | $0 | PROGRAM |
| TANNER MEDICAL FOUNDATION | |||||||
| PO BOX 695 | CARROLLTON | GA | 30112 | 581790152 | $18,816 | $0 | PROGRAM |
| THE TRUST FOR PUBLIC LAND | |||||||
| 600 WEST PEACHTREE ST STE1840 | ATLANTA | GA | 30308 | 237222333 | $20,000 | $0 | PROGRAM |
| THE WESLEYAN SCHOOL | |||||||
| 5405 SPALDING DRIVE | PEACHTREE CORNE | GA | 30092 | 582147411 | $70,000 | $0 | PROGRAM |
| THS EMERGENCY SHELTER INC | |||||||
| PO BOX 1604 | CARROLLTON | GA | 30112 | 472502799 | $12,400 | $0 | PROGRAM |
| UNIVERSITY OF WEST GA FOUNDAT | |||||||
| 1601 MAPLE STREET | CARROLLTON | GA | 30118 | 586056464 | $198,078 | $0 | PROGRAM |
| UWG Athletic Foundation Inc | |||||||
| 1601 Maple Street | Carrollton | GA | 30118 | 462304510 | $20,000 | $0 | PROGRAM |
| UWG OFFICE OF RESEARCH | |||||||
| 1601 MAPLE ST | CARROLLTON | GA | 30118 | 586002055 | $13,452 | $0 | PROGRAM |
| Waypoint Ranch The Peace at H | |||||||
| 195 Little River Road | Carrollton | GA | 30117 | 472650937 | $14,500 | $0 | PROGRAM |
| WEST GA TECH COLLEGE FOUNDATI | |||||||
| 401 ADAMSON SQUARE | CARROLLTON | GA | 30117 | 581816825 | $15,852 | $0 | PROGRAM |
| WESTMINSTER SCHOOLS | |||||||
| 1424 W PACES FERRY RD NW | ATLANTA | GA | 30327 | 580566206 | $10,000 | $0 | PROGRAM |
| YOUNG LIFE WEST GEORGIA | |||||||
| P O BOX 2781 | CARROLLTON | GA | 30112 | 840385934 | $10,500 | $0 | PROGRAM |
| YOUTH INC DBA ATL YOUTH PROJE | |||||||
| P O BOX 17590 | ATLANTA | GA | 30316 | 582592572 | $40,000 | $0 | PROGRAM |
| ZACHARIAH FOUNDATION INC | |||||||
| 134 WEST CENTER ST | CARROLLTON | GA | 30117 | 582115395 | $7,000 | $0 | PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 74 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | The requesting organization makes request applications and projects that are verifiable by the Foundation are part of the approval criteria and process. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,477,596 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK EXCHANGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Board of Directors, Finance Committee, President, and Accountant review parts or the entire form before filed. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The organization makes these available to anyone upon request, thus anything that needs resolution is resolved immediately upon disclosure. Currently, there have been no conflicts that had to be resolved. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | For all positions with the Foundation, the Finance Committee makes recommendations to the full Board as to compensation. The compensation for Foundation employees is based on local labor data and comparative positions with other community foundations. The Council on Foundations Salary Survey is consulted for comparable salaries of similar size foundations in the same region of the country. All Foundation board members are given the opportunity to discuss any and all compensation issues at the finance committee, executive committee and full board meetings. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The Foundation makes its governing documents, conflict of interest policy and financial statements available to anyone upon request. The availability is noted on the Foundation website and annual reports. The Foundation president makes mention of the available documents at public speaking engagements such as civic clubs and other community events. The Foundation plans to place these documents on its website sometime in the future. |
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