THE JACK & AGGIE@BANDY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE JACK & AGGIE@BANDY FOUNDATION INC (EIN 65-1230566)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-06
- IRS object ID
- 202033119349100448
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T13:04:45-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 MARKET STREET SUITE 100 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651230566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACK AND AGGIE BANDY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 7062268835 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 624 | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | B JACKSON BANDY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7062268835 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUCY C GATES | PreparerPersonNm |
| PTIN | P01081066 | PTIN |
| Phone | 4237567100 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.129.205.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 10:00:35 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB34CD1FFBC8204416E2BACFAA995865FBAF75D7 | 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 | $7,880,545 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,783 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,783 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $149,398 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,398 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$57,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,100,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,181 | 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 |
| Legal Fees Rev And Expnss | $3,841 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $960 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,881 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,054 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,763 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,763 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,964 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,494 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $393,636 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $393,636 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $438,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,964 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $408,130 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$339,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,217 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,755,612 | CashBOYAmt |
| Cash EOY | $3,345,455 | CashEOYAmt |
| Cash EOYFMV | $3,345,454 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $542,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $590,872 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $590,872 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,228,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,250,457 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,944,219 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,526,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,186,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,880,545 | 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 | $8,526,396 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,186,784 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,526,396 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,186,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,526,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,186,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,526,396 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$339,612 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,186,784 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,186,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MLA INVESTMENTS - DETAIL AVAILABLE UPON REQUEST | PropertyDesc |
| Sold | 2020-06-30 | SoldDt |
| Gross Sales Price | $2,100,929 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,157,983 | CostOrOtherBasisAmt |
| Gain Or Loss | -$57,054 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$57,054 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$57,054 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $533,941 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,795,383 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060707 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $474,765 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,325,473 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050911 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $349,473 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,076,396 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038503 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $151,728 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,115,671 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.021323 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,931 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,386,885 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.008542 | DistributionYr5Rt |
| Total Distribution | 0.179986 | TotalDistributionRt |
| Average Distribution | 0.035997 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,354,178 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $300,725 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,272 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $301,997 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $408,130 | 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 | $1,272 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,272 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $127 | OverpaymentAmt |
| Applied To ES Tax | $127 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KARL JORDAN | IndividualWithBooksNm |
| Phone | 4239913640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21962 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37424 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| B JACKSON BANDY DECEASED 32920 | ||||||||
| 607 VALLEY DRIVE | DALTON | GA | 30720 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| KARL J JORDAN | ||||||||
| PO BOX 21962 | CHATTANOOGA | TN | 37424 | TREASURER | 0.25 | $0 | $0 | $0 |
| BURL J BANDY III | ||||||||
| PO BOX 624 | DALTON | GA | 30722 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| TANA BANDY HARLAN | ||||||||
| PO BOX 624 | DALTON | GA | 30722 | SECRETARY | 0.25 | $0 | $0 | $0 |
| MURRAY W BANDY | ||||||||
| PO BOX 624 | DALTON | GA | 30722 | CO-TRUSTEE | 0.25 | $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 | $4,241,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,239,689 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,481,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,481,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,354,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $417,709 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $417,709 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,272 | TotalTaxAmt |
| Distributable Before Adj | $416,437 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $416,437 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $416,437 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $408,130 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $408,130 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,272 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $406,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416,437 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $337,288 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $408,130 | QualifyingDistributionsAmt |
| Applied To Year1 | $337,288 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,842 | 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 | $345,595 | 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 | B JACKSON BANDY DECEASED 32920 | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | B JACKSON BANDY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 624 | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7062268835 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST NEED NOT EXCEED TWO PAGES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS ST NW STE 400 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING FUND | $500 |
| BOYS & GIRLS CLUBS OF NORTHWEST GEORGIA | |||||||
| PO BOX 2939 | ROME | GA | 30164 | NONE | PC | GENERAL OPERATING FUND | $1,000 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | NONE | PC | GENERAL OPERATING FUND | $360 |
| CARTER HOPE CENTER | |||||||
| 506 HAWTHORNE ST | DALTON | GA | 30721 | NONE | PC | GENERAL OPERATING FUND | $500 |
| CREATIVE ARTS GUILD | |||||||
| 520 WAUGH ST | DALTON | GA | 30720 | NONE | PC | GENERAL OPERATING FUND | $1,500 |
| DALTON ARTS PROJECT | |||||||
| PO BOX 447 | DALTON | GA | 30722 | NONE | PC | GENERAL OPERATING FUND | $1,000 |
| DALTON EDUCATION FOUNDATION | |||||||
| PO BOX 1408 | DALTON | GA | 30722 | NONE | PC | GENERAL OPERATING FUND | $500 |
| DALTON FIRST UNITED METHODIST CHURCH | |||||||
| 500 SOUTH THORTON AVENUE | DALTON | GA | 30720 | NONE | PC | GENERAL OPERATING FUND | $52,500 |
| DEO CLINIC | |||||||
| 411 CENTRAL AVENUE | DALTON | GA | 30720 | NONE | PC | GENERAL OPERATING FUND | $1,500 |
| EMORY UNIVERSITY | |||||||
| 1599 CLIFTON ROAD 3RD FLOOR | ATLANTA | GA | 30322 | NONE | TO SUPPORT THE CANDLER SCHOOL OF THEOLOGY | $304,100 | |
| FRIENDSHIP HOUSE INC | |||||||
| PO BOX 794 | DALTON | GA | 30722 | NONE | GENERAL OPERATING FUND | $2,500 | |
| GEORGIA SHERIFF'S YOUTH HOMES INC | |||||||
| PO BOX 1000 | STOCKBRIDGE | GA | 30281 | NONE | GENERAL OPERATING FUND | $250 | |
| GEORGIA WOMEN OF ACHIEVEMENT | |||||||
| PO BOX 8249 | MACON | GA | 31210 | NONE | GENERAL OPERATING FUND | $500 | |
| JUNIOR ACHIEVEMENT OF GEORGIA | |||||||
| 275 NORTHSIDE DR NW | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING FUND | $1,000 |
| MEDICAL COLLEGE OF GEORGIA FOUNDATION | |||||||
| 720 ST SEBASTIAN WAY NO 150 | AUGUSTA | GA | 30901 | NONE | PC | GENERAL OPERATING FUND | $100 |
| OSCAR N JONAS MEMORIAL FOUNDATION | |||||||
| PO BOX 477 | DALTON | GA | 30722 | NONE | PC | GENERAL OPERATING FUND | $500 |
| SAVE THE CHILDREN | |||||||
| PO BOX 9158 | CHELSEA | MA | 02150 | NONE | PC | GENERAL OPERATING FUND | $126 |
| SMYRA FIRST UNITED METHODIST CHURCH | |||||||
| 1315 CONCORD RD SE | SMYRNA | GA | 30080 | NONE | PC | GENERAL OPERATING FUND | $10,000 |
| THE BAYLOR SCHOOL | |||||||
| 171 BAYLOR SCHOOL ROAD | CHATTANOOGA | TN | 37405 | NONE | PC | GENERAL OPERATING FUND | $500 |
| THE SALVATION ARMY | |||||||
| 1424 NORTHEAST EXPRESSWAY NE | BROOKHAVEN | GA | 30329 | NONE | GENERAL OPERATING FUND | $1,000 | |
| UNITED WAY OF NORTHWEST GEORGIA | |||||||
| PO BOX 566 | DALTON | GA | 30722 | NONE | PC | GENERAL OPERATING FUND | $13,200 |
| USGA FOUNDATION | |||||||
| 77 LIBERTY CORNER ROAD | LIBERTY CORNER | NJ | 07938 | NONE | PC | GENERAL OPERATING FUDN | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $393,636 | 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 | $6,783 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,398 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$57,054 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,127 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,127 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,800 | Amt |
| Net Investment Income | $2,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REGIONS FINANCIAL | $177,732 | $84,325 |
| BANK OF AMERICA CORP | $257,033 | $96,589 |
| MERRILL LYNCH | $3,815,692 | $3,763,305 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,841 | LegalFeesAmt |
| Net Investment Income | $960 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,881 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $225 | $0 | $225 |
| MISCELLANEOUS EXPENSES | $2,538 | $0 | $2,538 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $24,000 | Amt |
| Net Investment Income | $24,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES, FEES AND LICENSES | CategoryTxt |
| Amt | $2,699 | Amt |
| Net Investment Income | $1,054 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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