THE SANDY SPRINGS SOCIETY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE SANDY SPRINGS SOCIETY INC (EIN 58-1868282)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-06
- IRS object ID
- 201903109349301645
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-06T12:20:38-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581585084 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNGELING CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1718 PEACHTREE ST STE 599 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581868282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SANDY SPRINGS SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 4043072189 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 720074 | AddressLine1Txt |
| City | SANDY SPRINGS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30358 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE WINNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2019-10-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM J HUNGELING CPA | PreparerPersonNm |
| PTIN | P01067976 | PTIN |
| Phone | 4046334600 | PhoneNum |
| Preparation | 2019-10-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.32.213.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-06 | IPDt |
| IP Tm | 12:20:38 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9F21896D30D2AA98316ECAD7FDF54A2B3BEE27BF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 99C13F07DB6947EF9D37B9D3A431B4D8F8371D68 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUE WINNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 720074 | AddressLine1Txt |
| City | SANDY SPRINGS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30358 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $454,454 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SANDYSPRINGSSOCIETY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE SANDY SPRINGS SOCIETY SHALL BE TO SUPPORT HERITAGE SANDY SPRINGS AND OTHER NONPROFIT ORGANIZATIONS THAT PROMOTE THE ARTS, HERITAGE, EDUCATION, THE ENVIRONMENT AND SOCIAL SERVICES IN SANDY SPRINGS GEORGIA. THE SOCIETY IS COMMITTED TO IMPROVING THE COMMUNITY BY IDENTIFYING AND SUPPORTING THE COMMUNITY AND PROGRAMS OF BROAD INTEREST THROUGH EFFECTIVE ACTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 325 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $141,194 | PYContributionsGrantsAmt |
| CY Contributions Grants | $140,811 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,585 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,879 | CYInvestmentIncomeAmt |
| PY Other Revenue | $70,498 | PYOtherRevenueAmt |
| CY Other Revenue | $146,614 | CYOtherRevenueAmt |
| PY Total Revenue | $217,277 | PYTotalRevenueAmt |
| CY Total Revenue | $296,304 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $218,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $231,750 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,901 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,110 | PYOtherExpensesAmt |
| CY Other Expenses | $27,867 | CYOtherExpensesAmt |
| PY Total Expenses | $239,610 | PYTotalExpensesAmt |
| CY Total Expenses | $259,617 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$22,333 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $36,687 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $222,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $259,836 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $222,516 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $259,836 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SANDY SPRINGS SOCIETY IS A CHARITABLE ORGANIZATION OF WOMEN DEDICATED TO IMPROVING THE QUALITY OF LIFE IN SANDY SPRINGS BY SUPPORTING NONPROFIT GROUPS IN OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $231,750 | ExpenseAmt |
| Grant | $231,750 | GrantAmt |
| Desc | THE ORGANIZATION HAS PROVIDED FINANCIAL ASSISTANCE TO HERITAGE SANDY SPRINGS ENABLING THEM TO RESTORE AND PRESERVE THE HISTORY AND NATURAL BEAUTY OF SANDY SPRINGS GEORGIA. THEY ALSO PROVIDE FINANCIAL ASSISTANCE TO OTHER ORGANIZATIONS IN THE COMMUNITY TO PROMOTE THE WELL BEING OF CITIZENS OF SANDY SPRINGS GEORGIA. | Desc |
| Total Program Service Expenses | $231,750 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY FORRESTAL | PersonNm |
| Phone | 4043072189 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 720074 | AddressLine1Txt |
| City | SANDY SPRINGS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30358 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| SUE WINNER | |||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAN STEWART | |||||
| PRESIDENT EL | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MELISSA PATTERSON | |||||
| VP OF FUND R | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETH ROUSSEAU | |||||
| VP OF FUNDRA | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY FORRESTAL | |||||
| FINANCE CHAI | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATIE ARNEY | |||||
| GENERAL TREA | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRENDA LETZLER | |||||
| PROJECT TREA | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA GROVES | |||||
| CORRESONDING | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GAYLE MITCHELL | |||||
| RECORDING SE | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOTTIE MEGEL | |||||
| PARLIAMENTAR | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELIZABETH KELLY | |||||
| PAST-PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $33,911 | MembershipDuesAmt |
| All Other Contributions | $106,900 | AllOtherContributionsAmt |
| Total Contributions | $140,811 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,262 | TotalRevenueColumnAmt |
| Exclusion | $4,262 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,377 | SecuritiesAmt |
| Other | $4,050 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,810 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $567 | SecuritiesAmt |
| Other | $4,050 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,617 | TotalRevenueColumnAmt |
| Exclusion | $4,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $301,954 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $155,340 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,614 | TotalRevenueColumnAmt |
| Exclusion | $146,614 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $296,304 | TotalRevenueColumnAmt |
| Exclusion | $155,493 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,750 | TotalAmt |
| Program Services | $231,750 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,765 | TotalAmt |
| Management And General | $1,765 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,990 | TotalAmt |
| Management And General | $990 | ManagementAndGeneralAmt |
| Fundraising | $3,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,581 | TotalAmt |
| Management And General | $680 | ManagementAndGeneralAmt |
| Fundraising | $901 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,143 | TotalAmt |
| Management And General | $1,143 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,106 | TotalAmt |
| Management And General | $1,106 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| STORAGE | $10,484 | $10,484 |
| COMPUTER & WEBSITE | $3,025 | $3,025 |
| DIRECTORY | $1,668 | $1,668 |
| AWARDS MEMORIALS & SPIRIT | $1,362 | $1,362 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,743 | TotalAmt |
| Management And General | $1,743 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,617 | TotalAmt |
| Program Services | $231,750 | ProgramServicesAmt |
| Management And General | $23,966 | ManagementAndGeneralAmt |
| Fundraising | $3,901 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,937 | BOYAmt |
| EOY | $71,410 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,579 | BOYAmt |
| EOY | $188,426 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,516 | BOYAmt |
| EOY | $259,836 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,516 | BOYAmt |
| EOY | $259,836 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,516 | BOYAmt |
| EOY | $259,836 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,516 | BOYAmt |
| EOY | $259,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $36,687 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $633 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 26 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (26 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| AM YISREAL CHAI | ||||
| 453636443 | 10 | false | $4,000 | $0 |
| COMMUNITY ASSISTANCE CENTER | ||||
| 581825565 | 10 | false | $20,000 | $0 |
| EVERY WOMAN WORKS | ||||
| 450530793 | 10 | false | $6,500 | $0 |
| FRIENDS OF BENSON | ||||
| 582541961 | 10 | false | $2,000 | $0 |
| HERITAGE SANDY SPRINGS | ||||
| 581635306 | 10 | Yes (true) | $69,525 | $0 |
| HORIZONS ATLANTA | ||||
| 371747624 | 10 | false | $18,000 | $0 |
| LOS NINOS PRIMEROS | ||||
| 200840930 | 10 | false | $5,000 | $0 |
| MARY HALL FREEDOM HOUSE | ||||
| 582238354 | 10 | false | $5,000 | $0 |
| MR TOM'S HEART | ||||
| 471905788 | 10 | false | $5,000 | $0 |
| PREVENT BLINDNESS GEORGIA | ||||
| 586050305 | 10 | false | $5,000 | $0 |
| SANDY SPRINGS EDUCATION FORCE | ||||
| 582051101 | 10 | false | $9,000 | $0 |
| SANDY SPRINGS MISSION | ||||
| 582452710 | 10 | false | $11,900 | $0 |
| SANDY SPRINGS TENNIS ASSOCIATION | ||||
| 261667052 | 10 | false | $4,000 | $0 |
| SECOND HELPINGS ATLANTA | ||||
| 453631347 | 10 | false | $9,000 | $0 |
| SENIOR SERVICES NORTH FULTON | ||||
| 581948370 | 10 | false | $8,000 | $0 |
| SPALDING DRIVE CHARTER FOUNDATION | ||||
| 202772250 | 10 | false | $5,025 | $0 |
| SPARTAN NATION FOUNDATION | ||||
| 200474728 | 10 | false | $12,500 | $0 |
| CANCER SUPPORT COMMUNITY ATLANTA | ||||
| 582142151 | 10 | false | $4,000 | $0 |
| ENVIRONMENT SANDY SPRINGS | ||||
| 462158135 | 10 | false | $2,500 | $0 |
| HEALTHY YOUTH FOUNDATION | ||||
| 270795179 | 10 | false | $2,000 | $0 |
| LAKE FOREST ELEMENTARY SCHOOL | ||||
| 263327989 | 10 | false | $2,000 | $0 |
| LEADERSHIP SANDY SPRINGS | ||||
| 581891318 | 10 | false | $1,000 | $0 |
| RIDGEVIEW CHARTER MIDDLE SCHOOL | ||||
| 205015185 | 10 | false | $5,800 | $0 |
| RIVERWOOD CHARTER HIGH SCHOOL FOUNDATION | ||||
| 203196163 | 10 | false | $5,000 | $0 |
| SANDY SPRINGS CHARTER MIDDLE SCHOOL | ||||
| 263800793 | 10 | false | $8,000 | $0 |
| SER FAMILIA | ||||
| 352166123 | 10 | false | $2,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 26 | SupportedOrganizationsTotalCnt |
| Support Sum | $231,750 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | false | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $4,091 | PriorYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $4,091 | PriorYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $4,091 | PriorYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $177,596 | PriorYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $81,434 | PriorYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $259,030 | PriorYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $259,030 | PriorYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $3,885 | PriorYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $255,145 | PriorYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $8,930 | PriorYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $8,930 | PriorYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $4,091 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $3,477 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $8,930 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $8,930 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $8,930 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $231,750 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $0 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $231,750 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $69,525 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $8,930 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 1.000000000000 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $8,930 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $160,868 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $212,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $207,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $218,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $799,368 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $8,930 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $790,438 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $231,750 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| Excess Distribution | $231,750 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $1,022,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $151,938 | ExcessFromYear5Amt |
| Excess From Year4 | $212,500 | ExcessFromYear4Amt |
| Excess From Year3 | $207,500 | ExcessFromYear3Amt |
| Excess From Year2 | $218,500 | ExcessFromYear2Amt |
| Excess From Year1 | $231,750 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 11H | HORIZONS ATLANTA 37-1747624 10 18,000 0 LOS NINOS PRIMEROS 20-0840930 10 5,000 0 MARY HALL FREEDOM HOUSE 58-2238354 10 5,000 0 MR. TOM'S HEART 47-1905788 10 5,000 0 PREVENT BLINDNESS GEORGIA 58-6050305 10 5,000 0 SANDY SPRINGS EDUCATION FORCE 58-2051101 10 9,000 0 SANDY SPRINGS MISSION 58-2452710 10 11,900 0 SANDY SPRINGS TENNIS ASSOCIATION 26-1667052 10 4,000 0 SECOND HELPINGS ATLANTA 45-3631347 10 9,000 0 SENIOR SERVICES NORTH FULTON 58-1948370 10 8,000 0 SPALDING DRIVE CHARTER FOUNDATION 20-2772250 10 5,025 0 SPARTAN NATION FOUNDATION 20-0474728 10 12,500 0 CANCER SUPPORT COMMUNITY ATLANTA 58-2142151 10 4,000 0 ENVIRONMENT SANDY SPRINGS 46-2158135 10 2,500 0 HEALTHY YOUTH FOUNDATION 27-0795179 10 2,000 0 LAKE FOREST ELEMENTARY SCHOOL 26-3327989 10 2,000 0 LEADERSHIP SANDY SPRINGS 58-1891318 10 1,000 0 RIDGEVIEW CHARTER MIDDLE SCHOOL 20-5015185 10 5,800 0 RIVERWOOD CHARTER HIGH SCHOOL FOUNDATION 20-3196163 10 5,000 0 SANDY SPRINGS CHARTER MIDDLE SCHOOL 26-3800793 10 8,000 0 SER FAMILIA 35-2166123 10 2,000 0 |
| PART IV, SECTION A, LINE 1 | ONE OF THE ORGANIZATION'S SUPPORTED ORGANIZAIONS, HERITAGE SANDY SPRINGS, IS LISTED BY NAME IN THE GOVERNING DOCUMENTS. THE OTHER SUPPORTED ORGANIZATIONS RECEIVINGS GRANTS MUST PROMOTE THE ARTS, HERITAGE, EDUCATION, ENVIROMENT AND SOCIAL SERVICES IN SANDY SPRINGS, GEORGIA. |
| PART V, SECTION D, LINE 8 | HERITAGE SANDY SPRINGS 58-1635306 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES INVESTMENTS | Desc |
| Book Value | $188,426 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $188,426 | TotalBookValueSecuritiesAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOLIDAY MARKET | Event1Nm |
| Gross Receipts Event1 | $136,570 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $136,570 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $13,103 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $29,049 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,171 | OtherDirectExpensesEvent1Amt |
| Event2 | TOSSED OUT TREA | Event2Nm |
| Gross Receipts Event2 | $84,445 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $84,445 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $170 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $32,862 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $80,939 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $80,939 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $19,317 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $53,268 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $301,954 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $301,954 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,103 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $48,536 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $93,301 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $155,340 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $146,614 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|
| COMMUNITY ASSISTANCE CENTER | |||
| 581825565 | 501C3 | $20,000 | FOOD PANTRY |
| EVERY WOMEN WORKS | |||
| 450530793 | 501C3 | $6,500 | SCHOLARSHIPS |
| HERITAGE SANDY SPRINGS | |||
| 581635306 | 501C3 | $69,525 | PROGRAMS/EXHIBITS |
| HORIZONS ATLANTA | |||
| 371747624 | 501C3 | $18,000 | ENRICHMENT SUMMER PR |
| RIDGEVIEW CHARTER MIDDLE SCHOOL | |||
| 205015185 | 501C3 | $5,800 | MUSIC EQUIPMENT |
| SANDY SPRINGS CHARTER MIDDLE SCHOOL | |||
| 263800793 | 501C3 | $8,000 | MUSIC ENRICHMENT |
| SANDY SPRINGS EDUCATION FORCE | |||
| 582051101 | 501C3 | $9,000 | FUND SCHOLARSHIPS |
| SANDY SPRINGS MISSION | |||
| 582452710 | 501C3 | $11,900 | MISSION STUDENTS |
| SECOND HELPINGS ATLANTA | |||
| 453631347 | 501C3 | $9,000 | TECHNOLOGY IMPROVEME |
| SENIOR SERVICES NORTH FULTON | |||
| 581948370 | 501C3 | $8,000 | TRANSPORT SENIORS |
| SPALDING DRIVE CHARTER SCHOOL FUND | |||
| 202772250 | 501C3 | $5,025 | CREATION OF CLASSROO |
| SPARTAN NATION FOUNDATION | |||
| 200474728 | 501C3 | $12,500 | READING PROGRAM |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE PHILANTHROPY COMMITTEE RESEARCHES ALL GRANT REQUESTS WITH INTERVIEWS AND APPLICATIONS. EACH RECIPIENT IS REQUIRED TO USE THE GRANT TOWARD SOMETHING THAT IT WAS NOT ABLE TO FIT INTO ITS REGULAR BUDGET. EACH RECIPIENT IS REQUIRED TO CONFIRM IN WRITING THE RECEIPT OF THE GRANT. THE RECIPIENT IS ASKED TO PROVIDE DOCUMENTATION TO VERIFY HOW THE GRANT WAS UTILIZED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERSHIP DUES ARE PAID TO HERITAGE SANDY SPRINGS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE SLATE OF OFFICERS IS PRESENTED AT THE WINTER GENERAL MEETING AND THE FLOOR IS OPEN FOR ADDITIONAL NOMINATIONS. THEN, THERE IS A VOTE (BY ACCLAMATION) OF THE SLATE OF OFFICERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE PRESIDENT AND FINANCIAL CHAIRWOMEN REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS AND COMPARES TO ITS INTERNAL BOOKS AND RECORDS FOR ACCURACY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION PROVIDES UPON REQUEST |
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