JOYCE FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOYCE FAMILY FOUNDATION INC (EIN 45-2684840)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202011979349101886
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T15:44:35-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581367012 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HLB GROSS COLLINS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 CUMBERLAND BOULEVARD 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | 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 | 452684840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOYC | BusinessNameControlTxt |
| Phone | 4046426900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PINE VALLEY ROAD SE | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY JOYCE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4046426900 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULINE REYNOLDS | PreparerPersonNm |
| PTIN | P00172434 | PTIN |
| Phone | 7704331711 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.77.128.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-15 | IPDt |
| IP Tm | 16:30:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Federal Original Submission Id | 61915620201970393e51 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8B2E37706EB6BABE542AA5BE88E1CF97191C9577 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BF789F838F306A7FF32E24B6BF20563767FD8207 | 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 | $5,431,233 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,386 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $54,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $847,614 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,864 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $190,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,327 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,510 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,510 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,835 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,835 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,234 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,893 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,472 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,988 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,988 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $197,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,747 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,748 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,269,738 | CashBOYAmt |
| Cash EOY | $4,183,991 | CashEOYAmt |
| Cash EOYFMV | $5,431,233 | CashEOYFMVAmt |
| Total Assets BOY | $4,269,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,183,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,431,233 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,269,738 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,183,991 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,269,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,183,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,269,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,183,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,269,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,747 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,183,991 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,183,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY 5861-ST COVERED | P | 2019-12-31 | $46,004 | $53,360 | -$7,356 | -$7,356 |
| MORGAN STANLEY 5861-LT COVERED | P | 2019-12-31 | $124,604 | $45,188 | $79,416 | $79,416 |
| MORGAN STANLEY 9494-ST COVERED | P | 2019-12-31 | $26,187 | $27,695 | -$1,508 | -$1,508 |
| MORGAN STANLEY 9494-LT COVERED | P | 2019-12-31 | $57,412 | $59,626 | -$2,214 | -$2,214 |
| MORGAN STANLEY 9486-ST COVERED | P | 2019-12-31 | $164,233 | $175,000 | -$10,767 | -$10,767 |
| MORGAN STANLEY 9486-LT COVERED | P | 2019-12-31 | $156,724 | $178,979 | -$22,255 | -$22,255 |
| MORGAN STANLEY 9486-LT NONCOVERED | P | 2019-12-31 | $609 | $165 | $444 | $444 |
| MORGAN STANLEY 9918-ST COVERED | P | 2019-12-31 | $704 | $696 | $8 | $8 |
| MORGAN STANLEY 9918-LT COVERED | P | 2019-12-31 | $18,137 | $18,012 | $125 | $125 |
| MORGAN STANLEY 9353-ST COVERED | P | 2019-12-31 | $253,000 | $253,029 | -$29 | -$29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,864 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $290,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,016,030 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072211 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $230,103 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,446,488 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066764 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $376,208 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,765,064 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.136058 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $257,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,704,837 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.095200 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $376,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,787,860 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.135050 | DistributionYr5Rt |
| Total Distribution | 0.505283 | TotalDistributionRt |
| Average Distribution | 0.101057 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,842,670 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $489,386 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $307 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $489,693 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $197,988 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $615 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $615 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $615 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,385 | OverpaymentAmt |
| Applied To ES Tax | $640 | AppliedToESTaxAmt |
| Refund | $8,745 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY JOYCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4046426900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PINE VALLEY ROAD SE | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30067 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY JOYCE | ||||||||
| 250 PINE VALLEY ROAD SE | MARIETTA | GA | 30067 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CYNTHIA JOYCE | ||||||||
| 250 PINE VALLEY ROAD SE | MARIETTA | GA | 30067 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $4,587,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $328,609 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,916,416 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,916,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,842,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $242,134 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $242,134 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $615 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $615 | TotalTaxAmt |
| Distributable Before Adj | $241,519 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $241,519 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $241,519 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $197,988 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $197,988 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $197,988 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,519 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $241,381 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $124,160 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $242,980 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,607 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $106,735 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $779,863 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $197,988 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $197,988 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $43,531 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $43,531 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $736,332 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $197,850 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $538,482 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $124,160 | ExcessFromYear4Amt |
| Excess From Year3 | $242,980 | ExcessFromYear3Amt |
| Excess From Year2 | $64,607 | ExcessFromYear2Amt |
| Excess From Year1 | $106,735 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY JOYCE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBRIGHT COLLEGE | ||||||
| 1621 N 13TH STREET | READING | PA | 19604 | NONE | TO SUPPORT EDUCATION. | $50,000 |
| JUST PEOPLE INC | ||||||
| 1412 OAKBROOK DRIVE | NORCROSS | GA | 30093 | NONE | TO SUPPORT ADULTS WITH DEVELOPMENTAL DISABILITIES. | $20,000 |
| OHANA INSTITUTE | ||||||
| 82 S BARRETT SQUARE SUITE 2A | ROSEMARY BEACH | FL | 32461 | NONE | TO SUPPORT EDUCATION. | $40,000 |
| ROSEMARY BEACH FOUNDATION INC | ||||||
| PO BOX 611306 | ROSEMARY BEACH | FL | 32461 | NONE | TO SUPPORT EDUCATION. | $25,000 |
| COLTON UNDERWOOD LEGACY | ||||||
| 1232 INDEPENDENCE CT | WASHINGTON | IL | 61571 | NONE | TO PROVIDE RESOURCES FOR PEOPLE LIVING WITH CYSTIC FIBROSIS.TO PROVIDE RESOURCES FOR PEOPLE LIVING WITH CYSTIC FIBROSIS.TO PROVIDE RESOURCES FOR PEOPLE | $50,412 |
| THE CENTER FOR CHILDREN & YOUNG ADULTS | ||||||
| 2221 AUSTELL RD SW | MARIETTA | GA | 30008 | NONE | TO PROVIDE SAFE AND SUITABLE HOUSING, YOUTH DEVELOPMENT ACTIVITIES AND COMPREHENSIVE SUPPORTIVE HOUSING SERVICES FOR AT-RISK HOMELESS YOUTH. | $2,000 |
| COMMUNITY FOUNDATION OF MIDDLE TENNESSEE | ||||||
| 3833 CLEGHORN AVE STE 400 | NASHVILLE | TN | 372152519 | NONE | TO SUPPORT LOCAL NONPROFIT CAUSES. | $5,000 |
| FRACTURED ATLAS | ||||||
| 248 W 35TH ST | NEW YORK | NY | 10001 | NONE | TO PROVIDE BUSINESS TOOLS FOR ARTISTS. | $5,376 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 57 EXECUTIVE PARK S 380 | ATLANTA | GA | 30329 | NONE | TO ENSURE THAT THOSE LIVING WITH CYSTIC FIBROSIS LIVE LONG AND PRODUCTIVE LIVES. | $100 |
| MUST MINISTRIES | ||||||
| 460 PAT MELL RD SE | SMYRNA | GA | 30080 | NONE | TO HELP HOMELESS AND STRUGGLING INDIVIDUALS AND FAMILIES WITH FOOD, CLOTHING, HOUSING AND EMPLOYMENT. | $50 |
| AUTISM SPEAKS INC | ||||||
| 900 CIR 75 PKWY SE 445 | ATLANTA | GA | 30339 | NONE | TO CONDUCT RESEARCH AND AWARENESS FOR AUTISM. | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,988 | 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 | $54,463 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,864 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $90,327 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,327 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY JOYCE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PINE VALLEY ROAD SE | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,386 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $99,880 | FairMarketValueAmt |
| Received | 2019-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,510 | Amt |
| Net Investment Income | $2,510 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $15,097 | $0 | $0 |
| OTHER EXPENSES | $3,766 | $0 | $0 |
| BUSINESS REGISTRATION FEES | $30 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $55,835 | Amt |
| Net Investment Income | $55,835 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,234 | Amt |
| Net Investment Income | $1,234 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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