GRIZZARD FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GRIZZARD FAMILY FOUNDATION INC (EIN 31-1732808)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2025-10-23
- IRS object ID
- 202502969349100325
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-23T13:08:06-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582487348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 SUMMIT BOULEVARD SUITE 120 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311732808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIZZARD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIZ | BusinessNameControlTxt |
| Phone | 4042770357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 MUSKET COURT | AddressLine1Txt |
| City | STONE MOUNTAIN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDE H GRIZZARD SR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4042770357 | PhoneNum |
| Signature | 2025-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARI DEL AGUILA | PreparerPersonNm |
| PTIN | P00443742 | PTIN |
| Phone | 4048929651 | PhoneNum |
| Preparation | 2025-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,218,442 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $34,035 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $97,054 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97,054 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,183 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,964 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,246,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,964 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,947 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,947 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $213,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,148 | 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 |
| Accounting Fees Rev And Expnss | $10,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,346 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,350 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,120,109 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,120,109 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,132,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,350 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,120,109 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,919,657 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,798 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $159,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,155 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,716,296 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $343,656 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $346,564 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $425,581 | CorporateStockBOYAmt |
| Corporate Stock EOY | $858,032 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $874,257 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $1,113,341 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $500,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $500,000 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $128,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $492,612 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,516 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,854 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,854 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,545,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,835,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,218,442 | 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 | $4,545,555 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,835,522 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,545,555 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,835,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,545,555 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,835,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,545,555 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,919,657 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,209,624 | OtherIncreasesAmt |
| Subtotal | $1,835,522 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,835,522 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| US TREASURY | 2024-03-14 | 2024-09-03 | $250,000 | $246,094 | $3,906 | $3,906 |
| US TREASURY | 2024-06-28 | 2024-12-31 | $1,800,000 | $1,773,242 | $26,758 | $26,758 |
| ISHARES CORE S&P 500 ETF | 2025-05-09 | 2025-05-21 | $46,830 | $44,666 | $2,164 | $2,164 |
| US TREASURY | 2024-10-08 | 2025-06-30 | $140,000 | $135,943 | $4,057 | $4,057 |
| ISHARES CORE S&P 500 ETF | 2025-07-02 | 2025-07-08 | $9,990 | $9,911 | $79 | $79 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,964 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,346 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,346 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,346 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,854 | OverpaymentAmt |
| Applied To ES Tax | $1,854 | 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 | Yes (1) | 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 | CLAUDE H GRIZZARD SR | IndividualWithBooksNm |
| Phone | 4042770357 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 MUSKET COURT | AddressLine1Txt |
| City | STONE MOUNTAIN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30087 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CLAUDE H GRIZZARD SR | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH W GRIZZARD | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | $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 | $2,679,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,146 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,259,156 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,145,076 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,145,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,176 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,082,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,145 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,346 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,346 | TotalTaxAmt |
| Distributable Before Adj | $201,799 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,799 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,799 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,120,109 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,120,109 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,799 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,084,047 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,483,517 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,995,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $203,959 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,766,547 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,120,109 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $201,799 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,918,310 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,684,857 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,684,857 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,084,047 | ExcessFromYear4Amt |
| Excess From Year3 | $6,483,517 | ExcessFromYear3Amt |
| Excess From Year2 | $2,995,024 | ExcessFromYear2Amt |
| Excess From Year1 | $203,959 | ExcessFromYear1Amt |
| Excess From Current Year | $3,918,310 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAUDE H GRIZZARD SR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MISSION OF HOPE BOLIVIA | |||||||
| PO BOX 103 | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | GENERAL | $70,000 |
| TURNING POINT | |||||||
| PO BOX 3838 | SAN DEIGO | CA | 92163 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $2,359,905 |
| ATLAS MINISTRY | |||||||
| 1560 S MAIN STREET | GREENSBORO | GA | 30642 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $227,990 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $150,218 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $77,153 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $75,364 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $317,136 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $92,089 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $199,362 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $178,026 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $119,542 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $114,980 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL | $83,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,120,109 | 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 | $97,054 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,183 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,947 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,964 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $179,148 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,148 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CLAUDE GRIZZARD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 MUSKET COURT | AddressLine1Txt |
| City | STONE MOUNTAIN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $34,035 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,350 | Amt |
| Net Investment Income | $10,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ISHARES CORE S&P 500 | StockNm |
| EOY Book Value | $858,032 | EOYBookValueAmt |
| EOYFMV | $874,257 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $343,656 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $346,564 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE CONTRACT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $128,825 | BookValueAmt |
| EOYFMV | $492,612 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS IN TRANSIT | $978 | $0 | $0 |
| PREPAID TAX | $538 | $1,854 | $1,854 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GA ANNUAL REGISTRATION | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GEORGIA UNITED METHODIST FOUNDATION | Desc |
| Revenue And Expenses Per Books | $38,947 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,947 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,947 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON TRANSFER OF STOCK | Desc |
| Amt | $1,209,624 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDE GRIZZARD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 MUSKET COURT | AddressLine1Txt |
| City | STONE MOUNTAIN | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30087 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF EXCISE TAX | CategoryTxt |
| Amt | $2,346 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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