SPANX BY SARA BLAKELY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SPANX BY SARA BLAKELY FOUNDATION INC (EIN 20-5088833)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202013189349102086
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2020-11-13T12:36:38-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1075 PEACHTREE STREET NE SUITE 2600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | 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 | 205088833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SPANX BY SARA BLAKELY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3035 PEACHTREE ROAD NE STE 200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA BLAKELY | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD S WAGMAN | PreparerPersonNm |
| PTIN | P00300566 | PTIN |
| Phone | 6784191000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.38.61 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 12:35:16 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1071E69A7C67A2EAA49C58408AE8F389AFC6889B | 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 | $25,965,225 | 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 | $5,730 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $113,367 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $311,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $430,534 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,241,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,293,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,207,974 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,494 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,672,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,699,002 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,819 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,069 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $130,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $130,458 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,516 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $99,301 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,968 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $97,270 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $258,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $147,011 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,077,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,077,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,336,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $147,011 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,177,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $336,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,551,991 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $791,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,276,704 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,276,704 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,276,119 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,715,344 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,422,286 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,929,017 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,491,099 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,529,562 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,434,558 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,319,896 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,736,673 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,431,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,803,043 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,965,225 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,363,014 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,431,665 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $68,651 | RetainedEarningBOYAmt |
| Retained Earning EOY | $371,378 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,431,665 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,803,043 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,431,665 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,803,043 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,431,665 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $336,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,102 | OtherIncreasesAmt |
| Subtotal | $21,803,043 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,803,043 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO GAIN & K-1 GAIN/LOSSES | P | 2018-01-01 | 2019-12-31 | $12,293,364 | $11,149,933 | $1,143,431 | $1,143,431 |
| TOTAL CAPITAL GAIN DISTRIBUTION | P | 2018-01-01 | 2019-12-31 | $64,543 | $64,543 | $64,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,207,974 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,237,654 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,923,476 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051734 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $978,532 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,141,664 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042284 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,186,201 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,647,588 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054796 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,160,716 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,761,612 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050994 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $962,373 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,342,382 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041229 | DistributionYr5Rt |
| Total Distribution | 0.241037 | TotalDistributionRt |
| Average Distribution | 0.048207 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,271,352 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,170,049 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,520 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,185,569 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,177,470 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,040 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,040 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,040 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,792 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,792 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $737 | OverpaymentAmt |
| Applied To ES Tax | $737 | 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 | WWW.SARABLAKELYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | EMILY LUKE | IndividualWithBooksNm |
| Phone | 6785001278 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3035 PEACHTREE ROAD NE SUITE 200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | 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 | Yes (1) | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| SARA BLAKELY | ||||||||
| 3035 PEACHTREE RD NE STE 200 | ATLANTA | GA | 30305 | DIRECTOR & PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN BLAKELY | ||||||||
| 3035 PEACHTREE RD NE STE 200 | ATLANTA | GA | 30305 | DIRECTOR & VICE PRESIDENT | 0.01 | $0 | $0 | $0 |
| KIM JONES | ||||||||
| 3035 PEACHTREE RD NE STE 200 | ATLANTA | GA | 30305 | CFO | 2.00 | $0 | $0 | $0 |
| MICHELLE WOO | ||||||||
| 3035 PEACHTREE RD NE STE 200 | ATLANTA | GA | 30305 | EXECUTIVE DIRECTOR | 35.00 | $0 | $0 | $0 |
| BASSIMA MROUE | ||||||||
| 3035 PEACHTREE RD NE STE 200 | ATLANTA | GA | 30305 | DIRECTOR | 0.01 | $0 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 MONTGOMERY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGER | ServiceTypeTxt |
| Compensation | $130,458 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2019, THE SPANX BY SARA BLAKELY FOUNDATION CONTINUED TO PURSUE ITS MISSION TO ELEVATE HIGH SCHOOL WOMEN THROUGH THE DEVELOPMENT OF AN EDUCATIONAL PROGRAM. RESOURCES WERE DEDICATED TO THIS END THROUGH THE SERVICES OF A WEB DEVELOPMENT AGENCY SERVICING THE BACK-END PROGRAMMING, AND THROUGH THE CONSULTING SERVICES OF AN EDUCATION SPECIALIST WHO CONDUCTED INDUSTRY RESEARCH, AND PROVIDED A REVIEW AND RECOMMENDATION OF THE PROGRAM'S CONTENT. | Description1Txt |
| Expenses1 | $81,270 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,855,628 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $785,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,640,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,640,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $369,615 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,271,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,213,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,213,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,040 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,040 | TotalTaxAmt |
| Distributable Before Adj | $1,182,528 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,182,528 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,182,528 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,177,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,177,470 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,177,470 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,182,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,121,715 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,177,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,121,715 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,755 | 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 | $1,126,773 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARA BLAKELY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| THE GLOBAL VILLAGE PROJECT | |||||||
| PO BOX 1548 | DECATUR | GA | 30031 | 501(C)(3) | GENERAL | $450 | |
| VITAL VOICES GLOBAL PAR | |||||||
| 1625 MASSACHUSETTS AVE NW SUITE 300 | WASHINGTON | DC | 20036 | 501(C)(3) | SARA BLAKELY CENTER FOR ENTREPREUERSHIP | $350,000 | |
| 3DE NATIONAL LLC | |||||||
| 275 NORTHSIDE DRIVE NW | ATLANTA | GA | 30314 | 501(C)(3) | CURRICULUM DEVELOPMENT | $200,000 | |
| CENTER FOR CIVIC INNOVATION | |||||||
| 115 MARTIN LUTHER KING JR DRIVE | ATLANTA | GA | 30303 | 501(C)(3) | GENERAL | $300,000 | SUITE 304 |
| GLOBAL WILDLIFE CONSERV | |||||||
| PO BOX 129 | AUSTIN | TX | 78767 | 501(C)(3) | EARTH ALLIANCE/AMAZON FORREST FUND | $50,000 | |
| INDEPENDENT MEDIA ARTISTS OF GA ETC INC DBA ATLANTA FILM FESTIVAL | |||||||
| 25 PARK PLACE STE 1000 | ATLANTA | GA | 303025060 | 501(C)(3) | NEW MAVERICKS PROGRAM | $25,000 | |
| G-CAPP | |||||||
| 1718 PEACHTREE STREET NW SUITE 465 | ATLANTA | GA | 30309 | 501(C)(3) | EMPOWER PARTY | $50,000 | |
| HABITAT FOR HUMANITY INC | |||||||
| 824 MEMORIAL DRIVE SE | ATLANTA | GA | 303161232 | 501(C)(3) | HOME SITE BUILD | $100,000 | |
| JAMESTOWN CHARITABLE FOUNDATION | |||||||
| 675 PONCE DE LEON AVE NE 7TH FLOOR | ATLANTA | GA | 30308 | 501(C)(3) | GENERAL | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,077,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,367 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $311,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,241,891 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,666,674 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,666,674 | 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 Person | DAVID LORI MOORE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVENUE 15TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | $5,500 | $2,750 | $0 | $2,750 |
| ACCOUNTING FEES | $319 | $319 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPENDITURE RESPONSIBILITY STATEMENT | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | GRANTEE'S NAME: CLARKSTON FILMS, LLCGRANTEE'S ADDRESS:987 BLUE RIDGE AVE NEATLANTA, GA 30306GRANT AMOUNT: $50,000DATE OF GRANT: 08/06/18AMOUNT EXPENDED: $50,000PURPOSE OF GRANT:PROGRAM RELATED INVESTMENT WITH RESPECT TO CLARKSTON FILMS, LLC. FUNDING UTILIZED BY CLARKSTON FILMS, LLC ON THE PRODUCTION EXPENSES OF A DOCUMENTARY AIMED TO FURTHER THE ORGANIZATION'S MISSION OF EMPOWERING WOMEN.DATE OF REPORTS BY GRANTEE: 12/31/19ANY DIVERSION BY GRANTEE: NO | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELLS FARGO | BondNm |
| EOY Book Value | $4,491,099 | EOYBookValueAmt |
| EOYFMV | $4,529,562 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO | StockNm |
| EOY Book Value | $13,715,344 | EOYBookValueAmt |
| EOYFMV | $17,422,286 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO | AT COST | $2,029,935 | $2,446,712 |
| PROGRAM RELATED INVESTMENT - CLARKSTON FILMS | AT COST | $9,961 | $9,961 |
| PROGRAM RELATED INVESTMENT - MRI | AT COST | $280,000 | $280,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES | $15,000 | $0 | $0 | $15,000 |
| K-1 EXPENSES | $0 | $937 | $0 | $0 |
| BANK FEES | $2,031 | $2,031 | $0 | $0 |
| PROGRAM EXPENSES | $82,270 | $0 | $0 | $82,270 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60,494 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE | Desc |
| Amt | $35,102 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $130,458 | Amt |
| Net Investment Income | $130,458 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $18,250 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $4,850 | $10,516 | $0 | $0 |
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