HARLEY LANGDALE JR FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HARLEY LANGDALE JR FOUNDATION INC (EIN 58-6033293)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-17
- IRS object ID
- 202022309349100702
- Schema version
- 2018v3.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T08:20:06-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582393291 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAME WALKER HARDEMAN & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2270 | AddressLine1Txt |
| City | VALDOSTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 316042270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586033293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARLEY LANGDALE JR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARL | BusinessNameControlTxt |
| Phone | 2293332574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W BROOKWOOD DRIVE | AddressLine1Txt |
| City | VALDOSTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD K WARREN | PersonNm |
| Person Title | EXEC. DIR/SECRETARY | PersonTitleTxt |
| Phone | 2293332574 | PhoneNum |
| Signature | 2020-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G MICHAEL WALKER CPA | PreparerPersonNm |
| PTIN | P00395271 | PTIN |
| Phone | 2292590909 | PhoneNum |
| Preparation | 2020-08-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.5.60.8 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-17 | IPDt |
| IP Tm | 08:20:06 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FAF8E810A3E1CEE01ED6379BA4CD6F4F04B9297E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D376543420C8523CB61FC6B0DBA8B3C781B053FD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,041,228 | 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 | $14,388,731 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $443,234 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $443,234 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $728,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $728,157 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $494,895 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $494,895 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $494,895 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,151,192 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $834,421 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,206,209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,500,707 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $31,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $31,200 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $2,387 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,387 | PensionEmplBnftNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $28,352 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $28,352 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $14,215 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,215 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $338,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $338,410 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $25,695 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,695 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $4,154 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,154 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $30,008 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,008 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $474,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $474,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,762,569 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,762,569 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,236,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $474,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,762,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,969,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,026,286 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,841,148 | CashBOYAmt |
| Cash EOY | $1,802,316 | CashEOYAmt |
| Cash EOYFMV | $1,802,316 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $758,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $730,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $730,655 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $16,900,000 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $30,681,860 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $30,681,860 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $30,851,354 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,109,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,668,021 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $176,700 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,324 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $162,531 | LandBOYAmt |
| Land EOY | $158,376 | LandEOYAmt |
| Land EOYFMV | $158,376 | LandEOYFMVAmt |
| Total Assets BOY | $50,513,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,482,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,041,228 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,521 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,521 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,521 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,521 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $50,511,963 | UnrestrictedBOYAmt |
| Unrestricted EOY | $65,481,182 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,511,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,481,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,513,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,482,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,511,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,969,219 | ExcessRevenueOverExpensesAmt |
| Subtotal | $65,481,182 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $65,481,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $494,895 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,511,338 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $55,305,139 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045409 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,374,355 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $50,661,982 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046867 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,432,514 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,935,009 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030521 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $218,723 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,159,761 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.007252 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $118,502 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,030,811 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039099 | DistributionYr5Rt |
| Total Distribution | 0.169148 | TotalDistributionRt |
| Average Distribution | 0.033830 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $65,285,377 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,208,604 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,263 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,228,867 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,762,569 | 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 | $20,263 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,263 | SubtotalAmt |
| Tax Based On Investment Income | $20,263 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $278 | EsPenaltyAmt |
| Tax Due | $2,441 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONALD K WARREN | IndividualWithBooksNm |
| Phone | 2293332574 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W BROOKWOOD DRIVE | AddressLine1Txt |
| City | VALDOSTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES H LANGDALE | ||||||||
| PO BOX 1088 | VALDOSTA | GA | 316031088 | PRES/CHAIRMA | 000.00 | $0 | $0 | $0 |
| JOHN W LANGDALE JR | ||||||||
| P O BOX 1088 | VALDOSTA | GA | 316031088 | V/P | 000.00 | $0 | $0 | $0 |
| JACKSON R LANGDALE | ||||||||
| P O BOX 1088 | VALDOSTA | GA | 316031088 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| GREGORY J MILLER | ||||||||
| P O BOX 1088 | VALDOSTA | GA | 316031088 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LARRY K FUDGE | ||||||||
| P O BOX 1088 | VALDOSTA | GA | 316031088 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CURTIS L PICKELS | ||||||||
| 302 E SCREVEN ST | QUITMAN | GA | 31643 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DONALD K WARREN | ||||||||
| 115 W BROOKWOOD DRIVE | VALDOSTA | GA | 31602 | EXEC. DIR/SE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,309,660 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,323,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,646,349 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,279,571 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $66,279,571 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $994,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,285,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,264,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,264,269 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,263 | TotalTaxAmt |
| Distributable Before Adj | $3,244,006 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,244,006 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,244,006 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,762,569 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,762,569 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $20,263 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,742,306 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,244,006 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,699,741 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,762,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,699,741 | AppliedToYear1Amt |
| Applied To Current Year | $62,828 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,181,178 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD K WARREN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W BROOKWOOD DRIVE | AddressLine1Txt |
| City | VALDOSTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2293332574 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM WITH EXPLANATION OF PROGRAMS AND NEEDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABAC FOUNDATION | |||||||
| ABAC 13 2802 MOORE HWY | TIFTON | GA | 317932601 | NONE | DESTINATION AG | $290,225 | |
| ABAC FOUNDATION | |||||||
| ABAC 13 2802 MOORE HWY | TIFTON | GA | 317932601 | NONE | WILLIS STILL PROPERTIES | $200,000 | |
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 111 PRESIDENTIAL BLVD | BALA CYNWYD | PA | 19004 | NONE | UNRESTRICTED | $5,000 | SUITE 203 |
| AMERICAN LEGION AUXILIARY POST 13 | |||||||
| 1301 WILLIAMS STREET | VALDOSTA | GA | 31601 | NONE | UNRESTRICTED | $600 | |
| AZALEA CITY PRISON MINISTRY | |||||||
| 7566 HWY 84 W | QUITMAN | GA | 31643 | NONE | UNRESTRICTED | $10,000 | |
| BGV FOUNDATION INC | |||||||
| 215 W NORTH ST | VALDOSTA | GA | 31601 | NONE | UNRESTRICTED | $50,000 | |
| BILLY GRAHAM TRAINING CENTER | |||||||
| PO BOX 19223 | ASHVILLE | NC | 28815 | NONE | NATIONAL LAW ENFORCEMENT RETREAT | $3,950 | |
| BOYS AND GIRLS CLUB OF VALDOSTA | |||||||
| 215 W NORTH ST | VALDOSTA | GA | 31601 | NONE | UNRESTRICTED | $50,000 | |
| CHILDREN'S ADVOCACY CENTER | |||||||
| PO BOX 903 | VALDOSTA | GA | 31603 | NONE | UNRESTRICTED | $33,500 | |
| CITIZENS AGAINST VIOLENCE | |||||||
| 307 E JANE ST | VALDOSTA | GA | 31601 | NONE | UNRESTRICTED | $2,500 | |
| CITY OF VALDOSTA | |||||||
| 216 E CENTRAL AVE | VALDOSTA | GA | 31601 | COMMUNITY BLOCK PARTY | $2,500 | ||
| COMMUNITY FOUNDATION OF SOUTH GA | |||||||
| PO BOX 2654 | THOMASVILLE | GA | 31792 | NONE | UNRESTRICTED | $51,000 | |
| COOK CO EDUCATIONAL FOUNDATION | |||||||
| 1109 N PARRISH AVE | ADEL | GA | 31620 | NONE | 2019-2020 SCHOLARSHIPS | $2,500 | |
| DOERUN ELEMENTARY SCHOOL | |||||||
| 111 MATHIS AVE | DOERUN | GA | 31744 | NONE | AG PILOT PROJECT | $1,500 | |
| ECHOLS COUNTY FFA | |||||||
| 216 US HWY 129 NORTH | STATENVILLE | GA | 31648 | NONE | UNRESTRICTED | $1,000 | |
| ECHOLS COUNTY SCHOOLS | |||||||
| 216 US HWY 129 NORTH | STATENVILLE | GA | 31648 | NONE | UNRESTRICTED | $10,000 | |
| ECHOLS COUNTY SCHOOLS | |||||||
| 216 US HWY 129 NORTH | STATENVILLE | GA | 31648 | NONE | REACH PROGRAM | $2,500 | |
| ECHOLS COUNTY SHERIFF'S DEPARTMENT | |||||||
| PO BOX 189 | STATENVILLE | GA | 31648 | NONE | FALL FESTIVAL | $500 | |
| FAITH HOPE & LOVE CHRISTIAN MINISTR | |||||||
| 375 GA-37 | LAKELAND | GA | 31635 | NONE | UNRESTRICTED | $10,000 | |
| FAMILY YMCA OF GREATER AUGUSTA | |||||||
| 1058 CLAUSSEN RD | AUGUSTA | GA | 30907 | NONE | UNRESTRICTED | $80,000 | |
| FIRST BAPTIST CHURCH | |||||||
| 200 WEST CENTRAL AVE | VALDOSTA | GA | 31601 | CHURCH RENOVATIONS | $150,000 | ||
| FOREST HISTORY SOCIETY | |||||||
| 2925 ACADEMY ROAD | DURHAM | NC | 277059311 | NONE | UNRESTRICTED | $50,000 | |
| GEORGIA FFA FOUNDATION | |||||||
| PO BOX 237 | SWAINSBORO | GA | 30401 | NONE | UNRESTRICTED | $5,000 | |
| GEORGIA FORESTRY FOUNDATION | |||||||
| PO BOX 1217 | FORSYTH | GA | 31029 | NONE | UNRESTRICTED | $562,000 | |
| GEORGIA JUNIOR LIVESTOCK FOUNDATION | |||||||
| 137 W ATHENS ST | WINDER | GA | 30680 | NONE | UNRESTRICTED | $2,500 | STE 101 |
| GEORGIA STATE PATROL HISTORICAL SOC | |||||||
| 1270 CAROLINE ST NE | ATLANTA | GA | 30307 | NONE | UNRESTRICTED | $500 | |
| GIRLS ON THE RUN | |||||||
| 801 EAST MOREHEAD ST | CHARLOTTE | NC | 28202 | NONE | UNRESTRICTED | $1,000 | SUITE 201 |
| LARC INC | |||||||
| 1646 E PARK AVE | VALDOSTA | GA | 31602 | NONE | UNRESTRICTED | $40,000 | |
| LEADERSHIP GEORGIA | |||||||
| 3399 PEACHTREE ROAD NE | ATLANTA | GA | 30326 | NONE | UNRESTRICTED | $5,000 | SUITE 400 |
| LONGLEAF PUBLIC AFFAIRS LLC | |||||||
| 5139 PRATT STREET SW | COVINGTON | GA | 30014 | NONE | TOP SHELF READERS | $2,700 | |
| LOWNDES ASSOC MINISTRIES TO PEOPLE | |||||||
| 714 CHARLTON STREET | VALDOSTA | GA | 31602 | NONE | UNRESTRICTED | $2,500 | |
| LOWNDES COUNTY 4-H | |||||||
| 2102 E HILL AVE | VALDOSTA | GA | 31601 | NONE | CLOVER JAM | $1,000 | |
| LOWNDES COUNTY SCHOOLS | |||||||
| 1595 NORMAN DRIVE | VALDOSTA | GA | 31601 | NONE | UNRESTRICTED | $50,000 | |
| LOWNDES ED IMPROVEMENT FOUNDATION | |||||||
| 1592 NORMAN DRIVE | VALDOSTA | GA | 31601 | NONE | TEACHER/STUDENT PROGRAM SCHOLARSHIPS | $2,500 | |
| LOWNDES HIGH FFA | |||||||
| 1592 NORMAN DRIVE | VALDOSTA | GA | 31601 | NONE | NATIONAL CONVENTION TRIP | $1,500 | |
| LOWNDES MIDDLE SCHOOL | |||||||
| 2379 COPELAND ROAD | VALDOSTA | GA | 31601 | NONE | UNRESTRICTED | $1,000 | |
| MAILBOX CLUB | |||||||
| 404 EAGER RD | VALDOSTA | GA | 31602 | NONE | UNRESTRICTED | $4,000 | |
| MIMS KIDS INC | |||||||
| 4501 LEE ANNE DR | TIFTON | GA | 31793 | NONE | UNRESTRICTED | $8,450 | |
| MY FRIEND'S HOUSE | |||||||
| 626 EASTVIEW CIRCLE | FRANKLIN | TN | 37064 | NONE | UNRESTRICTED | $2,750 | |
| OPTIONS NOW | |||||||
| 214 W PARK AVE | VALDOSTA | GA | 31602 | NONE | UNRESTRICTED | $5,000 | |
| PREMIERE SPEAKERS BUREAU | |||||||
| 109 INTERNATIONAL DRIVE | FRANKLIN | TN | 37067 | NONE | UNRESTRICTED | $10,750 | SUITE 300 |
| RUTH'S COTTAGE | |||||||
| PO BOX 2727 | TIFTON | GA | 31793 | NONE | UNRESTRICTED | $10,000 | |
| SOUTH GEORGIA COUNCIL BSA | |||||||
| 1841 NORMAN DRIVE | VALDOSTA | GA | 31601 | NONE | DISTINGUISHED CITIZEN'S AWARD | $1,200 | |
| SOUTH GEORGIA NONPROFIT NETWORK | |||||||
| PO BOX 549 | VALDOSTA | GA | 31603 | 2019 WORKSHOP & CONFERENCE | $5,000 | ||
| SOUTHEAST GEORGIA FCA | |||||||
| 1205 BAYTREE RD UNIT 6 | VALDOSTA | GA | 31602 | NONE | UNRESTRICTED | $2,500 | |
| SPECIAL OLYMPICS GEORGIA | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 200363604 | NONE | UNRESTRICTED | $2,500 | |
| THE GARDEN CENTER INC | |||||||
| PO BOX 2423 | VALDOSTA | GA | 31604 | NONE | UNRESTRICTED | $15,000 | |
| THE HAVEN | |||||||
| PO BOX 5382 | VALDOSTA | GA | 31603 | NONE | UNRESTRICTED | $25,000 | |
| THE HUMANE SOCIETY | |||||||
| 307 E JANE STREET | VALDOSTA | GA | 31601 | NONE | UNRESTRICTED | $20,000 | |
| UGA FOUNDATION | |||||||
| 394 SOUTH MILLEDGE AVE | ATHENS | GA | 30602 | NONE | WARNELL SCHOOL OF FORESTRY | $700,000 | |
| UNITED WAY GREATER VALDOSTA | |||||||
| 1609 N PATTERSON STREET | VALDOSTA | GA | 31602 | NONE | UNRESTRICTED | $2,500 | |
| VALDOSTA CITY SCHOOLS | |||||||
| 1204 WILLIAMS ST | VALDOSTA | GA | 31601 | NONE | UNRESTRICTED | $50,000 | |
| VALDOSTA CITY SCHOOLS | |||||||
| 1204 WILLIAMS ST | VALDOSTA | GA | 31601 | NONE | STEM | $92,842 | |
| VALDOSTA CITY SCHOOLS FOUNDATION | |||||||
| PO BOX 5407 | VALDOSTA | GA | 31603 | NONE | SCHOLARSHIPS | $2,500 | |
| VALDOSTA CITY SCHOOLS FOUNDATION | |||||||
| PO BOX 5407 | VALDOSTA | GA | 31603 | REACH GEORGIA | $10,000 | ||
| VALDOSTA LOWNDES CO YMCA | |||||||
| 2424 GORNTO ROAD | VALDOSTA | GA | 31602 | NONE | UNRESTRICTED | $15,000 | |
| VALDOSTA MIDDLE SCHOOL STEM | |||||||
| 110 BURTON AVENUE | VALDOSTA | GA | 31602 | NONE | CNC MACHINE | $5,000 | |
| VALDOSTA NORTH ROTARY CLUB | |||||||
| PO BOX 1704 | VALDOSTA | GA | 31603 | NONE | TEACHER OF THE YEAR BANQUET | $1,500 | |
| VSU FOUNDATION | |||||||
| 1500 N PATTERSON ST | VALDOSTA | GA | 31698 | NONE | ATHLETIC SUPPORT | $25,000 | |
| VALDOSTA ROTARY FOUNDATION | |||||||
| 208 W PARK AVE | VALDOSTA | GA | 31602 | NONE | IMAGINATION LIBRARY | $1,250 | |
| WGTC FOUNDATION | |||||||
| 4089 VAL TECH ROAD | VALDOSTA | GA | 31602 | NONE | UNRESTRICTED | $10,000 | |
| YOUTH IMPACT CENTER | |||||||
| PO BOX 587 | LAKELAND | GA | 31635 | NONE | UNRESTRICTED | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,752,217 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $443,234 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $689,580 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,577 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,418 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $494,895 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISCELLANEOUS INCOME | |
| DISTRIBUTION FROM AN ESTATE | $1,316,771 |
| INTEREST INCOME FROM NOTE R | $566,150 |
| OTHER INCOME | $266,853 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $689,580 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,127,898 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,817,478 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | ESTATE OF HARLEY LANGDALE JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W BROOKWOOD DRIVE | AddressLine1Txt |
| City | VALDOSTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,388,731 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | NOTE ASSIGNMENT | NoncashPropertyDesc |
| Fair Market Value | $14,388,731 | FairMarketValueAmt |
| Received | 2019-01-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,215 | Amt |
| Net Investment Income | $14,215 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 115 W BROOKWOOD DR - HOUSE | 2015-11-17 | $153,000 | $11,279 | S/L | 39.0000 | $3,923 | $3,923 |
| 115 W BROOKWOOD DR - LAND | 2015-11-17 | $20,000 | |||||
| HEATING/AIR SYSTEM | 2016-06-03 | $3,700 | $2,891 | 200DB | 7.0000 | $231 | $231 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $32,109,496 | EOYBookValueAmt |
| EOYFMV | $37,668,021 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| $156,700 | $18,324 | $138,376 | $158,376 |
| $20,000 | $20,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $28,352 | LegalFeesAmt |
| Net Investment Income | $28,352 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS EXPENSES | $1,810 | $1,810 |
| INSURANCE | $12,345 | $12,345 |
| OFFICE EXPENSE | $2,823 | $2,823 |
| REPAIRS & MAINTENANCE | $4,663 | $4,663 |
| SECURITY | $356 | $356 |
| UTILITIES | $8,011 | $8,011 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENTAL INCOME FROM AN ESTATE | $1,273 | $1,273 |
| MISC INCOME FROM AN ESTATE | $145 | $145 |
| DISTRIBUTION FROM AN ESTATE | $1,316,771 | |
| INTEREST INCOME FROM NOTE REC | $566,150 | $566,150 |
| OTHER INCOME | $266,853 | $266,853 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKERS FEES | $285,642 | $285,642 |
| CONSULTING | $52,768 | $52,768 |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | THE LANGDALE COMPANY | BorrowerPersonNm |
| Borrower Title | N/A | BorrowerTitleTxt |
| Loan Original | $16,900,000 | LoanOriginalAmt |
| Balance Due | $30,681,860 | BalanceDueAmt |
| Note | 2015-04 | NoteDt |
| Loan Maturity | 1937-12 | LoanMaturityDt |
| Repayment Terms | 23 YEARS | RepaymentTermsTxt |
| Interest | 0.0335 | InterestRt |
| Security Provided Borrower | STOCK OF TLC | SecurityProvidedBorrowerTxt |
| Loan Purpose | A DISTRIBUTION OF DNI FROM ESTATE | LoanPurposeTxt |
| Consideration FMV | $30,681,860 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROPERTY TAXES | $2,011 | $2,011 |
| INCOME TAXES | $23,684 | $23,684 |
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