THE ANISE WALLACE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE ANISE WALLACE FOUNDATION (EIN 58-6468784)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-27
IRS object ID
202031489349100503
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-27T08:51:24-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581971018PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHALEY HAMMONDS TOMASELLO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 WESTRIDGE IND BLVD SUITE 200AddressLine1Txt
CityMCDONOUGHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30253ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586468784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANISE WALLACE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANISBusinessNameControlTxt
Phone4048420013PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROAD NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRAD FERGUSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4048420013PhoneNum
Signature2020-01-27SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY W HAMMONDSPreparerPersonNm
PTINP00001622PTIN
Phone7709141040PhoneNum
Preparation2020-01-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-27IPDt
IP Tm08:51:24IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id22A02EF7803FF104D593D47928FB742564B27280AtSubmissionCreationDeviceId
At Submission Filing Device Id22A02EF7803FF104D593D47928FB742564B27280AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$771,027FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$20InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$39,213DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,213DividendsNetInvstIncmAmt
Dividends Adj Net Incm$39,213DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$16,776NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$60,000GrossSalesPriceAmt
Total Rev And Expnss$56,009TotalRevAndExpnssAmt
Total Net Invst Incm$39,233TotalNetInvstIncmAmt
Total Adj Net Incm$39,233TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,823CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,104TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$13,327TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,027TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,982ExcessRevenueOverExpensesAmt
Net Investment Income$39,233NetInvestmentIncomeAmt
Adjusted Net Income$39,233AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,036SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,029SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,029SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$619,791CorporateStockBOYAmt
Corporate Stock EOY$615,780CorporateStockEOYAmt
Corporate Stock EOYFMV$741,998CorporateStockEOYFMVAmt
Total Assets BOY$624,827TotalAssetsBOYAmt
Total Assets EOY$644,809TotalAssetsEOYAmt
Total Assets EOYFMV$771,027TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$624,827RetainedEarningBOYAmt
Retained Earning EOY$644,809RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$624,827TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$644,809TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$624,827TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$644,809TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$624,827TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,982ExcessRevenueOverExpensesAmt
Subtotal$644,809SubtotalAmt
Tot Net Ast Or Fund Balances EOY$644,809TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$27,450AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$723,990NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037915DistributionYr1Rt
Adjusted Qlfy Distri Yr2$49,889AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$689,036NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.072404DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,704AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$632,584NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045376DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,033AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$674,055NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057908DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,978AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$686,861NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059660DistributionYr5Rt
Total Distribution0.273263TotalDistributionRt
Average Distribution0.054653AverageDistributionRt
Net Vl Noncharitable Assets$721,327NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$39,423AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$392NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$39,815AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$785InvestmentIncomeExciseTaxAmt
Subtotal$785SubtotalAmt
Tax Based On Investment Income$785TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,104EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,104TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$10EsPenaltyAmt
Overpayment$309OverpaymentAmt
Applied To ES Tax$309AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRAD FERGUSONIndividualWithBooksNm
Phone4047486287PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBRAD FERGUSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$10,823CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$723,341AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,971AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$732,312TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$732,312AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,985CashDeemedCharitableAmt
Net Vl Noncharitable Assets$721,327NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,066MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,066MinimumInvestmentReturnAmt
Tax Based On Investment Income$785TaxBasedOnInvestmentIncomeAmt
Total Tax$785TotalTaxAmt
Distributable Before Adj$35,281DistributableBeforeAdjAmt
Distributable Before Ded$35,281DistributableBeforeDedAmt
Distributable As Adjusted$35,281DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,700ExpensesAndContributionsAmt
Qualifying Distributions$22,700QualifyingDistributionsAmt
Adjusted Qualifying Distri$22,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,281DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$25,256ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$27,450ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$52,706TotalExcessDistributionCyovAmt
Qualifying Distributions$22,700QualifyingDistributionsAmt
Treated As Distri From Corpus$22,700TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$35,281ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$35,281ExcessDistributionCyovAppCYAmt
Total Corpus$40,125TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$40,125ExcessDistriCyovToNextYrAmt
Excess From Year1$17,425ExcessFromYear1Amt
Excess From Current Year$22,700ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRAD FERGUSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINEAddressLine1Txt
Address Line2VALLEY ROADAddressLine2Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4047486287RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMS OR MATERIALS ARE REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UGAAA
ATLANTAATLANTAGA30303GENERAL SUPPORT$2,250
SESRA
3370 VALLEY CIRCLE NWATLANTAGA30305GENERAL SUPPORT$2,000
FIRST PRESBYTERIAN CHURCH OF ATLANT
ATLANTAATLANTAGA30303GENERAL SUPPORT$5,200
ATLANTA INTERNATIONAL SCHOOL
ATLANTAATLANTAGA30303GENERAL SUPPORT$5,250
AGAPE FAMILY & YOUTH CENTER
ATLANTAATLANTAGA30303GENERAL SUPPORT$1,000
THE LOVETT SCHOOL
ATLANTAATLANTAGA30327GENERAL SUPPORT$5,000
COLLEGE FOUNDATION OF UVA
PO BOX 5527CHARLOTTESVILLEVA22905GENERAL SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,213ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,776RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$39,233ExclusionAmt
Related Or Exempt Function Incm$16,776RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,009TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,250Amt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
Election50300ElectionDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMERICAN FUNDML INV A (LT)PURCHASE$9,990$9,973$17
AMERICAN FUNDML INV A (ST)PURCHASE$5$5
AMERICAN FUNDAMENTALPURCHASE$5$5
AMERN GROW FD OF AMCA APURCHASE$50,000$33,241$16,759

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CAPITAL WORLD GROWTH & INC.$64,814$81,742
AMERICAN CAPITAL INCOME BUILDER$188,347$202,919
AMERICAN CAPITAL SMALL WORLD$99,570$134,979
AMERICAN FUNDAMENTAL INVESTORS$73,091$76,643
GROWTH FUND OF AMERICA$189,958$245,715

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$1,104Amt

Comments

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