BETA

PEGGY JEAN CARUSO FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PEGGY JEAN CARUSO FOUNDATION (EIN 27-3214487)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-15
IRS object ID
202011979349101751
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

FieldValueIRS element (for citing)
Return2020-07-15T12:48:38-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823662668PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROWN MCDANIEL & LADSONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12545 LAFAYETTE PLAZA DR STE AAddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP317070202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273214487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PEGGY JEAN CARUSO FOUNDATIONBusinessNameLine1Txt
Business Name Line2AB&T TRUST & INVESTMENTSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPEGGBusinessNameControlTxt
Phone2294462265PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 71269AddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP317081269ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABT TRUST INVESTMENTSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2294462265PhoneNum
Signature2020-07-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM ALAN LADSONPreparerPersonNm
PTINP00155931PTIN
Phone2298881144PhoneNum
Preparation2020-07-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.40.234.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-15IPDt
IP Tm12:48:38IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEC053AB71F7C62AE4EE93DF01C8B7010BDB115EBAtSubmissionCreationDeviceId
At Submission Filing Device IdEC053AB71F7C62AE4EE93DF01C8B7010BDB115EBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$980,430FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$28,393InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,393InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$28,393InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$17,286DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,286DividendsNetInvstIncmAmt
Dividends Adj Net Incm$17,286DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$102,849NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$649,356GrossSalesPriceAmt
Total Rev And Expnss$148,528TotalRevAndExpnssAmt
Total Net Invst Incm$35,679TotalNetInvstIncmAmt
Total Adj Net Incm$45,679TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$18,923CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,450AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$21,373TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$92,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,073TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$34,455ExcessRevenueOverExpensesAmt
Net Investment Income$35,679NetInvestmentIncomeAmt
Adjusted Net Income$45,679AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$364,040CashBOYAmt
Cash EOY$916,414CashEOYAmt
Corporate Stock BOY$233,159CorporateStockBOYAmt
Corporate Stock EOY$215,115CorporateStockEOYAmt
Corporate Stock EOYFMV$524,419CorporateStockEOYFMVAmt
Corporate Bonds BOY$948,301CorporateBondsBOYAmt
Corporate Bonds EOY$443,019CorporateBondsEOYAmt
Corporate Bonds EOYFMV$456,011CorporateBondsEOYFMVAmt
Total Assets BOY$1,545,500TotalAssetsBOYAmt
Total Assets EOY$1,574,548TotalAssetsEOYAmt
Total Assets EOYFMV$980,430TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
Donor Rstr Net Assets BOY$1,545,500DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$1,574,548DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,545,500TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,574,548TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,545,500TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,574,548TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,545,500TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$34,455ExcessRevenueOverExpensesAmt
Subtotal$1,579,955SubtotalAmt
Other Decreases$5,407OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,574,548TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$91,908AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,856,427NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049508DistributionYr1Rt
Adjusted Qlfy Distri Yr2$92,325AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,846,138NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050010DistributionYr2Rt
Adjusted Qlfy Distri Yr3$93,421AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,853,687NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050397DistributionYr3Rt
Adjusted Qlfy Distri Yr4$97,995AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,867,922NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052462DistributionYr4Rt
Adjusted Qlfy Distri Yr5$99,778AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,971,303NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050615DistributionYr5Rt
Total Distribution0.252992TotalDistributionRt
Average Distribution0.050598AverageDistributionRt
Net Vl Noncharitable Assets$1,695,354NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$85,782AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$357NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$86,139AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$92,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$357InvestmentIncomeExciseTaxAmt
Subtotal$357SubtotalAmt
Tax Based On Investment Income$357TaxBasedOnInvestmentIncomeAmt
Tax Due$357TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksABT TRUST INVESTMENTSIndividualWithBooksNm
Phone2294462265PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12815 MEREDYTH DRIVEAddressLine1Txt
Address Line22815 MEREDYTH DRIVEAddressLine2Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AB&T TRUST & INVESTMENTSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1177AddressLine1Txt
CityTHOMASVILLECityNm
State AbbreviationGAStateAbbreviationCd
ZIP31799ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$18,923CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,080,945AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$640,227AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,721,172TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,721,172AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,818CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,695,354NetVlNoncharitableAssetsAmt
Minimum Investment Return$84,768MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$84,768MinimumInvestmentReturnAmt
Tax Based On Investment Income$357TaxBasedOnInvestmentIncomeAmt
Total Tax$357TotalTaxAmt
Distributable Before Adj$84,411DistributableBeforeAdjAmt
Distributable Before Ded$84,411DistributableBeforeDedAmt
Distributable As Adjusted$84,411DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,700ExpensesAndContributionsAmt
Qualifying Distributions$92,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$357PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$92,343AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,411DistributableAsAdjustedAmt
Undistributed Income PY$92,174UndistributedIncomePYAmt
Qualifying Distributions$92,700QualifyingDistributionsAmt
Applied To Year1$92,174AppliedToYear1Amt
Applied To Current Year$526AppliedToCurrentYearAmt
Undistributed Income CY$83,885UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY INC
8400 SILVER CROSSINGOKLAHOMA CITYOK73162TAX-EXEMPTCHARITABLE$10,300
AMERICAN HEART ASSOCIATION
PO BOX 22035ST PETERSBURGFL33742TAX-EXEMPTCHARITABLE$10,300
AMERICAN VETERANS
3725 ALEXANDRIA PIKECOLD SPRINGKY41076TAX-EXEMPTCHARITABLE$10,300
EASTER SEALS SOUTHERN GA INC
1906 PALMYRA ROADALBANYGA31701TAX-EXEMPTCHARITABLE$10,300
ALBANY HUMANE SOCIETY
PO BOX 3151ALBANYGA31706TAX-EXEMPTCHARITABLE$10,300
NORTH SHORE ANIMAL LEAGUE
16 LEWYT STREETPORT WASHINGTONNY11050TAX-EXEMPTCHARITABLE$10,300
ST JOSEPH'S INDIAN SCHOOL
PO BOX 100CHAMBERLAINSD57325TAX-EXEMPTCHARITABLE$10,300
ST LABRE INDIAN SCHOOL
PO BOX 216ASHLANDMT59003TAX-EXEMPTCHARITABLE$10,300
THE HUMANE SOCIETY OF THE US
2100 L STREET NWWASHINGTONDC20037TAX-EXEMPTCHARITABLE$10,300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,393RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,286RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$102,849RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$148,528RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$148,528TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3THE INVESTMENTS PROVIDED FUNDS FOR THE EXEMPT PURPOSE OF
4THE FOUNDATION - MAKING CHARITABLE CONTRIBUTIONS TO IRC 501(C)(3) ORGANIZATIONS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBROWN, MCDANIEL & LADSONCategoryTxt
Amt$2,450Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
TRUST FINANCIAL2018-12PURCHASE2019-12$3$2$1
AB&T TRUST AND INVESTMENT2017-09PURCHASE2019-12$649,353$546,505$102,848

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$443,019EOYBookValueAmt
EOYFMV$456,011EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS EQUITIESStockNm
EOY Book Value$215,115EOYBookValueAmt
EOYFMV$524,419EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$5,407Amt

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