SARTAIN LANIER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SARTAIN LANIER FAMILY FOUNDATION INC (EIN 58-6045056)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349102840
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:11:12-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE STEPHENS TILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586045056 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SARTAIN LANIER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SART | BusinessNameControlTxt |
| Phone | 4045641259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 LOWERY BLVD NW STE 25 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30318 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA E LUMMUS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4045641259 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.87.242.57 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 10:14:49 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 11413A56354823E292384D345D94644752484EFE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $91,950,774 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,981,982 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,055,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,939,007 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,773,026 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,922,484 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $187,132 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,108,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,977,823 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $196,663 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,666 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $176,997 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $37,250 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,725 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,525 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,397 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $240 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,157 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,975 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,975 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $203,696 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $185,548 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,148 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,081 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,676 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,034 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,827 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,827 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,866 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,172 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $563,426 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $218,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $301,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,365,822 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,365,822 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,929,248 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $218,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,666,907 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $178,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,758,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $152,778 | CashEOYAmt |
| Cash EOYFMV | $152,778 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,669,075 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,008,996 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,008,996 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $55,703,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,503,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,503,096 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,341,027 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,285,904 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,285,904 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $17,018,911 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $88,732,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,950,774 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $91,950,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $88,732,581 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $91,950,774 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $88,732,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,950,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,732,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,950,774 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $88,732,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $178,873 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,039,320 | OtherIncreasesAmt |
| Subtotal | $91,950,774 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,950,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENT PORTFOLIO | PropertyDesc |
| Gross Sales Price | $12,773,026 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,834,019 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,922,484 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,922,484 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,922,484 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,686,756 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $96,992,251 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048321 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,953,571 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $91,818,702 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053949 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,525,743 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $96,727,739 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057127 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,665,337 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $109,559,013 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051710 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,423,648 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $118,185,068 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037430 | DistributionYr5Rt |
| Total Distribution | 0.248537 | TotalDistributionRt |
| Average Distribution | 0.049707 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $91,329,188 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,539,700 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47,589 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,587,289 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,666,907 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $47,589 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47,589 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $47,589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $105,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $105,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,804 | EsPenaltyAmt |
| Overpayment | $55,607 | OverpaymentAmt |
| Applied To ES Tax | $55,607 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | PATRICIA E LUMMUS | IndividualWithBooksNm |
| Phone | 4045641259 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 LOWERY BLVD NW STE 25 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30318 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J HICKS LANIER | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE & CHAIR | 1.00 | $2,000 | $0 | $0 |
| CECIL D CONLEE | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE & VICE CHAIR | 1.00 | $2,000 | $0 | $0 |
| JULIE LANIER BALLOUN | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| LIZA LANIER JANCIK | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| STEPHEN S LANIER | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| V WHITSON LANIER JR | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| CLAUDIA M LIVINGSTON | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| P ALEX LIVINGSTON III | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| E JENNER WOOD III | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| PATRICIA E LUMMUS | ||||||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | EXECUTIVE DIRECTOR | 40.00 | $178,663 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LCG ASSOCIATES INC | |||||
| 400 GALLERIA PKWY STE 1800 | ATLANTA | GA | 30339 | INVESTMENT CONSULTING | $100,000 |
| MARK B RILEY | |||||
| 950 LOWREY BLVD STE 25 | ATLANTA | GA | 30318 | ADVISORY CONSULTING | $52,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $80,559,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,160,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $92,719,988 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $92,719,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,390,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $91,329,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,566,459 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,566,459 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,589 | TotalTaxAmt |
| Distributable Before Adj | $4,518,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,518,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,518,870 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,666,907 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,666,907 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $47,589 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,619,318 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,518,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,374,776 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,666,907 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,374,776 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $292,131 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,226,739 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA E PAT LUMMUS EXECUTIVE DIR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 LOWREY BLVD STE 25 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30318 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4045641259 | RecipientPhoneNum |
| Recipient Email Address | PLUMMUS@LANIERFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/ | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.LANIERFAMILYFOUNDATION.ORG/APPLICATION-GUIDELINES/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS ATLANTA CHAPTER | ||||||||
| PO BOX 52124 | ATLANTA | GA | 30355 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $7,500 | |
| ANDREW P STEWART CENTER | ||||||||
| 987 IRA STREET SW PO BOX 17772 | ATLANTA | GA | 30316 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ATLANTA BALLET | ||||||||
| 1695 MARIETTA BLVD NW | ATLANTA | GA | 30312 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| ATLANTA BELTLINE PARTNERSHIP | ||||||||
| 112 KROG ST NE STE 14 | ATLANTA | GA | 30307 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| ATLANTA BOTANICAL GARDEN | ||||||||
| 1345 PIEDMONT AVENUE NE | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| ATLANTA CHILDREN'S SHELTER | ||||||||
| PO BOX 54322 | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ATLANTA COMMUNITY FOOD BANK | ||||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $34,000 | |
| ATLANTA GIRLS' SCHOOL | ||||||||
| 3254 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ATLANTA HISTORY CENTER | ||||||||
| 130 WEST PACES FERRY RD NW | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| ATLANTA MEMORIAL PARK CONSERVANCY | ||||||||
| PO BOX 11609 | ATLANTA | GA | 30355 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ATLANTA MUSIC PROJECT INC | ||||||||
| ATLANTA MUSIC PROJECT CENTER FOR | ATLANTA | GA | 30310 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | PERFORMANCE AND EDUCATION 883 DILL |
| ATLANTA POLICE FOUNDATION | ||||||||
| 191 PEACHTREE STREET NE SUITE 191 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $2,500 | |
| ATLANTA SHAKESPEARE COMPANY | ||||||||
| 499 PEACHTREE STREET NE | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| ATLANTA SPEECH SCHOOL | ||||||||
| 3160 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $80,000 | |
| ATLANTA VOLUNTEER LAWYERS FOUNDATION | ||||||||
| 235 PEACHTREE STREET SUITE 1750 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ATLANTA YOUTH ACADEMY | ||||||||
| 2120 FORREST PARK ROAD | ATLANTA | GA | 30315 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 | |
| BEARINGS BIKE SHOP | ||||||||
| 982 MURPHY AVENUE SW | ATLANTA | GA | 30310 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $33,333 | |
| BEN FRANKLIN ACADEMY | ||||||||
| 1585 CLIFTON ROAD NE | ATLANTA | GA | 30329 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| BOBBY JONES GOLF COURSE FOUNDATION | ||||||||
| 2560 BROOKDALE DRIVE NW | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| BREAKTHROUGH ATLANTA | ||||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| CANDIDE SOUTH | ||||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $2,000 | |
| CANINE ASSISTANTS | ||||||||
| 3160 FRANCIS ROAD | MILTON | GA | 30004 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| CHATTAHOOCHEE NATURE CENTER | ||||||||
| PO BOX 769769 | ROSWELL | GA | 30076 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| CHATTAHOOCHEE RIVERKEEPER | ||||||||
| 3 PURITAN MILL SUITE 3 916 JOSEPH | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $7,000 | LOWERY BOULEVARD NW |
| CHEMOFLAGE | ||||||||
| 5602 BROOK RIDGE DRIVE | DUNWOODY | GA | 30338 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION | ||||||||
| UNIVERSITY OFFICE PARK - DARTMOUTH | ATLANTA | GA | 30341 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $42,500 | BUILDING 3395 NORTHEAST EXPRESSWAY |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA | ||||||||
| 191 PEACHTREE ST NE STE 1000 | ATLANTA | GA | 30303 | NONE | PC | LEARN4LIFE | $10,000 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA | ||||||||
| 112 KROG ST STE 19 | ATLANTA | GA | 30307 | NONE | PC | REDEFINED ATLANTA | $50,000 | |
| COOL GIRLS | ||||||||
| 1382 PEACHTREE ST NE STE 100 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| COURT APPOINTED SPECIAL ADVOCATES | ||||||||
| 75 MARIETTA ST NW STE 404 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| COVENENT HOUSE | ||||||||
| 1559 JOHNSON ROAD NW | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| EAGLE RANCH | ||||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $33,333 | |
| EAST LAKE FOUNDATION | ||||||||
| 2606 ALSTON DRIVE SE | ATLANTA | GA | 30317 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| EMORY UNIVERSITY WOODRUFF HEALTH SCIENCES CENTER | ||||||||
| 1440 CLIFTON RD NE STE 170 | ATLANTA | GA | 30322 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $334,000 | |
| FIRST STEP STAFFING | ||||||||
| 236 AUBURN AVENUE SUITE 203 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| FORWARD ARTS FOUNDATION | ||||||||
| 3130 SLATON DRIVE | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| GEORGIA CENTER FOR NONPROFITS | ||||||||
| 100 PEACHTREE STREET SUITE 1500 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $2,000 | |
| GEORGIA CONSERVANCY | ||||||||
| 230 PEACHTREE ST NW STE 1250 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| GEORGIA JUSTICE PROJECT | ||||||||
| 438 EDGEWOOD AVENUE | ATLANTA | GA | 30312 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| GEORGIA PARTNERSHIP FOR EXCELLENCE IN EDUCATION | ||||||||
| 270 PEACHTREE ST NW SUITE 2200 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| GEORGIA PREVENTION PROJECT | ||||||||
| 3715 NORTHSIDE PARKWAY SUITE 1-320 | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| GEORGIA SOFT GOODS EDUCATION FOUNDATION INC | ||||||||
| 305 DALTON DRIVE | RALEIGH | NC | 27615 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| GEORGIA STATE GOLF ASSOCIATION | ||||||||
| 121 VILLAGE PKWY BLDG 3 | MARIETTA | GA | 30067 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| GEORGIACAN | ||||||||
| 50CAN 1625 K STREET NW SUITE 400 | WASHINGTON | DC | 20006 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| GRADY HEALTH FOUNDATION | ||||||||
| 191 PEACHTREE ST NE STE 820 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $2,500 | |
| GREENLIGHT FUND | ||||||||
| 120 ST JAMES AVENUE 6TH FLOOR | BOSTON | MA | 02116 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| GROVE PARK FOUNDATION | ||||||||
| 1562 DONALD LEE HOLLOWELL PKWY NW | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| HEARTBOUND MINISTRIES | ||||||||
| PO BOX 191703 | ATLANTA | GA | 31119 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| HORIZONS ATLANTA | ||||||||
| 177 NORTH AVE NW 3RD FLOOR SUITE 11 | ATLANTA | GA | 30332 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 460 ABERNATHY ROAD NE | ATLANTA | GA | 30328 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| KIPP METRO ATLANTA SCHOOLS | ||||||||
| 1445 MAYNARD ROAD NW | ATLANTA | GA | 30331 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $90,000 | |
| LAAMISTAD INC | ||||||||
| 3434 ROSWELL RD | ATLANTA | GA | 30305 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| LITERACY ACTION | ||||||||
| 231 PEACHTREE ST NE STE M-100 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| MILL SPRINGS ACADEMY | ||||||||
| 13660 NEW PROVIDENCE ROAD | ALPHARETTA | GA | 30004 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| MOVING IN THE SPIRIT | ||||||||
| PO BOX 170230 | ATLANTA | GA | 30317 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $33,333 | |
| MR TOM'S HEART | ||||||||
| 24 WATERFORD COURT | ATLANTA | GA | 30328 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| MUSEUM OF CONTEMPORARY ART OF GEORGIA (MOCA) | ||||||||
| 75 BENNETT ST SUITE A2 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $1,000 | |
| NATIONAL COUNCIL ON TEACHER QUALITY | ||||||||
| 1440 G STREET NW SUITE 8193 | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| NEXT GENERATION MEN | ||||||||
| 115 MLK JR DRIVE SW SUITE 304 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ODYSSEY | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| ONEGOAL-METRO ATLANTA | ||||||||
| 590 MEANS STREET NW SUITE 104 | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| OPEN DOORS SOLUTIONS | ||||||||
| 321 WEST HILL ST STE 2E | DECATUR | GA | 30030 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| PARK PRIDE | ||||||||
| 223 PEACHTREE ST NE STE 1600 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $1,000 | |
| PIEDMONT HEALTHCARE FOUNDATION | ||||||||
| 2001 PEACHTREE ROAD NW SUITE 400 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | |
| PRO BONO PARTNERSHIP OF ATLANTA | ||||||||
| 999 PEACHTREE ST NE SUITE 2300 | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| PROMISE686 | ||||||||
| 22 TECHNOLOGY PARKWAY SOUTH | NORCROSS | GA | 30092 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| PURPOSE BUILT SCHOOLS ATLANTA | ||||||||
| 1670 BENJAMIN WELDON BICKERS DRIVE | ATLANTA | GA | 30315 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | SE |
| REACH FOR EXCELLENCE | ||||||||
| 3790 ASHFORD DUNWOODY RD NE | ATLANTA | GA | 30319 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||||||
| 100 PEACHTREE STREET SUITE 2080 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $27,490 | |
| ST JUDES RECOVERY CENTER | ||||||||
| 139 RENAISSANCE PKWY NE | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| STAR-C | ||||||||
| 1201 PEACHTREE STREET NE SUITE 1110 | ATLANTA | GA | 30361 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| TEACH FOR AMERICA - METRO ATLANTA | ||||||||
| 1360 PEACHTREE ST NE 11TH FLOOR | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| TEACH ON PROJECT | ||||||||
| 1266 WEST PACES FERRY RD 151 | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| THE CHARLES CHRISTIAN TULLER HOUSE INC | ||||||||
| 3156 SPRING ST | COVINGTON | GA | 30014 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| THE KINDEZI SCHOOLS | ||||||||
| 950 JOSEPH E LOWERY BLVD SUITE 18 | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| THE LOVETT SCHOOL | ||||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 | |
| THE SCHOLARSHIP ACADEMY | ||||||||
| 215 ALKEWOOD WAY STE 108 | ATLANTA | GA | 30315 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| THE TOMMY LANIER FOUNDATION | ||||||||
| 2867 BAKERS FARM RD | ATLANTA | GA | 30339 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| ONE GEORGIA CENTER 600 WEST | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | PEACHTREE STREET SUITE 1840 |
| THE WESTMINSTER SCHOOLS | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $359,000 | |
| TRAINING & COUNSELING CENTER AT ST LUKE'S | ||||||||
| PO BOX 54927 | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| TRINITY SCHOOL | ||||||||
| 4301 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 | |
| TRUANCY INTERVENTION PROJECT GEORGIA INC | ||||||||
| JUDGE ROMAE T POWELL JUVENILE | ATLANTA | GA | 30312 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $7,500 | JUSTICE CENTER SUITE 4122 395 PRYOR |
| UAB SCHOOL OF MEDICINE DEPARTMENT OF NEUROLOGY | ||||||||
| AB 1264 1720 2ND AVENUE SOUTH | BIRMINGHAM | AL | 35294 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $333,333 | |
| UNITED WAY OF GREATER ATLANTA | ||||||||
| 100 EDGEWOOD AVENUE NE | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $150,000 | |
| UNIVERSITY OF GEORGIA FOUNDATION | ||||||||
| 394 S MILLEDGE AVENUE | ATHENS | GA | 30602 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| UTOPIAN ACADEMY FOR THE ARTS | ||||||||
| 2750 FOREST PARKWAY | ELLENWOOD | GA | 30294 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2400 BLAKEMORE AVENUE | NASHVILLE | TN | 37212 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $1,022,500 | |
| VOICES FOR GEORGIA'S CHILDREN | ||||||||
| 75 MARIETTA STREET SUITE 401 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| WESTSIDE FUTURE FUND | ||||||||
| 1300 JOSEPH E BOONE BLVD NW SUITE | ATLANTA | GA | 30314 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | 16 |
| WHITEFIELD ACADEMY | ||||||||
| ONE WHITEFIELD DRIVE | MABLETON | GA | 30126 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| WHITEFOORD COMMUNITY PROGRAM | ||||||||
| 1353 GEORGE W BRUMLEY WAY SE | ATLANTA | GA | 30317 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| WINGS FOR KIDS | ||||||||
| 1465 NORTHSIDE DRIVE SUITE 212 | ATLANTA | GA | 30318 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| WOODRUFF ARTS CENTER | ||||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| YEAR UP ATLANTA | ||||||||
| 730 PEACHTREE STREET NE SUITE 900 | ATLANTA | GA | 30308 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 | |
| YMCA OF METROPOLITAN ATLANTA | ||||||||
| 569 MARTIN LUTHER KING JR DRIVE NW | ATLANTA | GA | 30314 | NONE | PC | TO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,365,822 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,981,982 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,939,007 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL NII TAX REFUNDS | Desc |
| Related Or Exempt Function Incm | $187,132 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,920,989 | ExclusionAmt |
| Related Or Exempt Function Incm | $187,132 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,108,121 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | FEDERAL NII TAX REFUNDS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,500 | Amt |
| Net Investment Income | $6,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY SECURITIES & MUTUAL FUNDS | $57,406,082 | $57,406,082 |
| PREFERRED APARTMENTS INC | $97,014 | $97,014 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $31,285,904 | BookValueAmt |
| EOYFMV | $31,285,904 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,975 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,975 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT REDEMPTIONS IN TRANSIT - SAPERE COF | $12,202,222 | $0 | $0 |
| INVESTMENT REDEMPTIONS IN TRANSIT - SAPERE CTA | $4,816,689 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES, EXPENSE & POSTAGE | $7,485 | $749 | $6,737 |
| INFORMATION TECHNOLOGY & TELEPHONE | $15,093 | $0 | $15,093 |
| ASSOCIATION DUES & MEMBERSHIPS | $6,480 | $119 | $6,361 |
| BANK CHARGES | $279 | $28 | $251 |
| MISCELLANEOUS | $9,700 | $970 | $8,730 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL NII TAX REFUNDS | Desc |
| Revenue And Expenses Per Books | $187,132 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $187,132 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED PORTFOLIO APPRECIATION/GAINS (DEPRECIATION/LOSSES) | $2,248,684 |
| UNREALIZED G/(L) ADJUSTMENT FOR ADDITIONAL K-1 PASS-THRU INCOME RECOGNIZED | $790,636 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING & MANAGEMENT | $132,445 | $132,445 | $0 |
| PAYROLL & RETIREMENT PLAN FEES | $2,283 | $228 | $2,055 |
| TECHNOLOGY & IT | $16,093 | $0 | $16,093 |
| OTHER INVESTMENT CONSULTING | $52,875 | $52,875 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $13,372 | $1,337 | $12,034 |
| FEDERAL NET INVESTMENT INCOME EXCISE TAXES | $8,370 | $0 | $0 |
| FEDERAL UNRELATED BUSINESS INCOME TAXES | $35,000 | $0 | $0 |
| OTHER INVESTMENT RELATED TAXES | $339 | $339 | $0 |
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