MARY LANE MORRISON FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARY LANE MORRISON FOUNDATION INC (EIN 58-2173256)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202043169349101214
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T10:50:54-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580662558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK ASKEW & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RIVERVIEW DR | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31404 | 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 | 582173256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY LANE MORRISON FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARY REYNOLDS MORRISON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 9122336970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5745 OGEECHEE ROAD | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY REYNOLDS MORRISON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9122336970 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN G CORDERMAN CLIFFORD | PreparerPersonNm |
| PTIN | P00647789 | PTIN |
| Phone | 9122348243 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.63.130.7 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 10:50:54 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 556A9FA76E1D8499754B338B875D92DFCA7EF034 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9A10F7119DC50D498EE1167DBEC2D124AFD4E9B | 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 | $2,548,794 | 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 | $488 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $488 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,218 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,218 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,729 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $747,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,729 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $540 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $540 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $134,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,975 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $23,660 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,660 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,378 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,638 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,337 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,915 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,880 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,880 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,989,048 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,960,855 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,473,914 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,062,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,035,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,548,794 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,062,963 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,035,735 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,062,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,035,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,062,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,035,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,062,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,713 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,485 | OtherIncreasesAmt |
| Subtotal | $2,035,735 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,035,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2019-01-01 | 2019-12-31 | $181,724 | $177,368 | $4,356 | $4,356 |
| PUBLICLY TRADED SECURITIES | P | 2018-12-30 | 2019-12-31 | $555,917 | $488,182 | $67,735 | $67,735 |
| PUBLICLY TRADED SECURITIES | P | 2018-12-30 | 2019-12-31 | $173 | $191 | -$18 | -$18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,729 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,356 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $128,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,447,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052296 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $101,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,378,943 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042834 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $148,225 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,150,246 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068934 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $148,073 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,276,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065031 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $128,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,397,094 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053607 | DistributionYr5Rt |
| Total Distribution | 0.282702 | TotalDistributionRt |
| Average Distribution | 0.056540 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,403,915 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,917 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $983 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,900 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,967 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,967 | SubtotalAmt |
| Tax Based On Investment Income | $1,967 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,880 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,913 | OverpaymentAmt |
| Applied To ES Tax | $2,913 | AppliedToESTaxAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY REYNOLDS MORRISON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9122332463 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5747 OGEECHEE ROAD | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31405 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARY REYNOLDS MORRISON | ||||||||
| 5745 OGEECHEE ROAD | SAVANNAH | GA | 31405 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARY MORRISON MOORE | ||||||||
| 5745 OGEECHEE ROAD | SAVANNAH | GA | 31405 | SECRETARY | 1.00 | $0 | $0 | $0 |
| TIMOTHY TEMPLE MOORE | ||||||||
| 5745 OGEECHEE ROAD | SAVANNAH | GA | 31405 | ASSISTANT SE | 1.00 | $0 | $0 | $0 |
| CAMILLE WARNELL MORRISON | ||||||||
| 5745 OGEECHEE ROAD | SAVANNAH | GA | 31405 | ASSISTANT TR | 1.00 | $0 | $0 | $0 |
| HOWARD J MORRISON III | ||||||||
| 5745 OGEECHEE ROAD | SAVANNAH | GA | 31405 | TREASURER | 1.00 | $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 | $2,374,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,440,523 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,440,523 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,403,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,196 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,967 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,967 | TotalTaxAmt |
| Distributable Before Adj | $118,229 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $118,229 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $118,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $135,050 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $135,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,229 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,895 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,918 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,761 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $10,472 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $104,046 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,050 | QualifyingDistributionsAmt |
| Applied To Current Year | $118,229 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,821 | RemainingDistriFromCorpusAmt |
| Total Corpus | $120,867 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,895 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $107,972 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,918 | ExcessFromYear4Amt |
| Excess From Year3 | $43,761 | ExcessFromYear3Amt |
| Excess From Year1 | $10,472 | ExcessFromYear1Amt |
| Excess From Current Year | $16,821 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLANTA SPEECH SCHOOL | |||||||
| 3160 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | NONE | PUBLIC CHARI | EDUCATIONAL | $20,000 |
| CHEROKEE GARDEN LIBRARY | |||||||
| 130 WEST PACES FERRY RD N | ATLANTA | GA | 30305 | NONE | PUBLIC CHARI | EDUCATIONAL | $1,000 |
| COASTAL GEORGIA FRIENDS OF NRA | |||||||
| 11250 WAPLES MILL RD | FAIRFAX | VA | 22030 | NONE | PUBLIC CHARI | EDUCATIONAL | $3,000 |
| DAWNS DAUGHTERS | |||||||
| 1740 EAST 32ND STREET | SAVANNAH | GA | 31404 | NONE | PUBLIC CHARI | EDUCATIONAL | $2,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 520 WASHINGTON STREET | SAVANNAH | GA | 31405 | NONE | PUBLIC CHARI | GENERAL | $3,000 |
| GEORGIA CONSERVANCY | |||||||
| 230 PEACHTREE ST NW | ATLANTA | GA | 30303 | NONE | PUBLIC CHARI | GENERAL | $2,500 |
| GEORGIA HISTORICAL SOCIETY | |||||||
| C/O CAMILLA BANK PO BOX | CAMILLA | GA | 31730 | NONE | PUBLIC CHARI | GENERAL | $2,500 |
| GEORGIA TRUST FOR HISTORIC PRESE | |||||||
| 1516 PEACHTREE ST NW | ATLANTA | GA | 30309 | NONE | PUBLIC CHARI | GENERAL | $2,500 |
| HISTORIC SAVANNAH FOUNDATION | |||||||
| 321 E YORK STREET | SAVANNAH | GA | 31401 | NONE | PUBLIC CHARI | SPONSORSHIP | $2,500 |
| JUNIOR ACHIEVEMENT - SAVANNAH DI | |||||||
| 2 E BRYAN ST 200 | SAVANNAH | GA | 31401 | NONE | PUBLIC CHARI | SPONSORSHIP | $2,500 |
| LOOP IT UP SAVANNAH | |||||||
| 103 N FAHM ST | SAVANNAH | GA | 31401 | NONE | PUBLIC CHARI | GENERAL | $5,000 |
| NATIONAL MUSEUM MIGHTY EIGHTH | |||||||
| PO BOX 1992 | SAVANNAH | GA | 31401 | NONE | PUBLIC CHARI | EDUCATIONAL | $800 |
| PLANNED PARENTHOOD | |||||||
| 720 E 71ST ST | SAVANNAH | GA | 31405 | NONE | PUBLIC CHARI | GENERAL | $5,000 |
| SAVANNAH CHILDREN'S CHOIR | |||||||
| 329 E 45TH ST | SAVANNAH | GA | 31405 | NONE | PUBLIC CHARI | GENERAL | $10,000 |
| SAVANNAH COUNTRY DAY SCHOOL | |||||||
| 824 STILLWOOD DRIVE | SAVANNAH | GA | 31419 | NONE | SCHOOL | EDUCATIONAL | $17,500 |
| SAVANNAH MUSIC FESTIVAL | |||||||
| 200 EAST ST JULIAN ST | SAVANNAH | GA | 31401 | NONE | PUBLIC CHARI | GENERAL | $1,250 |
| SAVANNAH TECHNICAL COLLEGE FOUND | |||||||
| 190 CROSSROADS PKWY STE | SAVANNAH | GA | 31407 | NONE | SCHOOL | EDUCATIONAL | $25,000 |
| TELFAIR MUSEUM OF ART | |||||||
| 121 BARNARD STREET | SAVANNAH | GA | 31401 | NONE | PUBLIC CHARI | MEMBERSHIP | $2,500 |
| UNITED WAY OF COASTAL GEORGIA | |||||||
| 3400 PARKWOOD DR SUITE A | BRUNSWICK | GA | 31520 | NONE | PUBLIC CHARI | GENERAL | $10,000 |
| FRIENDS OF THE COASTAL LIBRARY | |||||||
| 2 CANEBRAKE RD | SAVANNAH | GA | 31419 | NONE | PUBLIC CHARI | GENERAL | $1,000 |
| CENTER FOR A SUSTAINABLE COAST | |||||||
| 221 MALLERY STREET B | SAINT SIMONS ISLAND | GA | 31522 | NONE | PUBLIC CHARI | EDUCATIONAL | $500 |
| COASTAL HERITAGE SOCIETY | |||||||
| 303 MLK JR BLVD | SAVANNAH | GA | 31401 | NONE | PUBLIC CHARI | GENERAL PURPOSES | $1,000 |
| DAWNS DAUGHTERS | |||||||
| 1740 EAST 32ND STREET | SAVANNAH | GA | 31404 | NONE | PUBLIC CHARI | EDUCATIONAL | $2,000 |
| DEEP CENTER | |||||||
| PO BOX 5582 | SAVANNAH | GA | 31414 | NONE | PUBLIC CHARI | EDUCATIONAL | $2,500 |
| EMPLOYABILITY | |||||||
| 1249 EISENHOWER DRIVE | SAVANNAH | GA | 31406 | NONE | PUBLIC CHARI | GENERAL PURPOSES | $2,500 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 520 WASHINGTON STREET | SAVANNAH | GA | 31405 | NONE | PUBLIC CHARI | GENERAL PURPOSES | $3,000 |
| HORIZONS SAVANNAH | |||||||
| 824 STILLWOOD DRIVE | SAVANNAH | GA | 31419 | NONE | PUBLIC CHARI | EDUCATIONAL | $2,500 |
| SAVANNAH BOOK FESTIVAL | |||||||
| 37 FAIRMONT AVENUE 216 | SAVANNAH | GA | 31406 | NONE | PUBLIC CHARI | GENERAL PURPOSES | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $488 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,218 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $540 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,729 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $134,975 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,975 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $2,600 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,960,855 | BookValueAmt |
| EOYFMV | $2,473,914 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY - 641 108515 2 | Desc |
| Revenue And Expenses Per Books | $540 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $540 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCUMULATED ADJUSTMENT | Desc |
| Amt | $9,485 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT AND ADVISORY FEES | CategoryTxt |
| Amt | $23,660 | Amt |
| Net Investment Income | $23,660 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,287 | $3,287 |
| INCOME TAXES | $7,091 | $7,091 |