THE JASON T DICKERSON FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE JASON T DICKERSON FAMILY FOUNDATION (EIN 81-0890771)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349104942
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T16:25:36-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581474049 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOMEL DAVIS & WATSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PEACHTREE CENTER AVE NE STE 240 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810890771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRADY J GRIZZLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAD | BusinessNameControlTxt |
| Phone | 4048625514 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 RIVERSIDE DRIVE SW | AddressLine1Txt |
| City | CARTERSVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON T DICKERSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L WATSON | PreparerPersonNm |
| PTIN | P00979751 | PTIN |
| Phone | 4042235900 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.1.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 16:25:36 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 17DBDC42CF7D0DF05C3478A6214580BD4C2AC67A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 17DBDC42CF7D0DF05C3478A6214580BD4C2AC67A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,384,958 | 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 | $108,739 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $96,045 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $96,045 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $96,045 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $204,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,045 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $96,045 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,770 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,770 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,987 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,987 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,010 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $10,010 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,205 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $11,205 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,484 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $7,484 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $195 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $195 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,832 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,008 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,008 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,045 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $96,045 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144,314 | CashBOYAmt |
| Cash EOY | $179,958 | CashEOYAmt |
| Cash EOYFMV | $179,958 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,000 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,200,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $2,200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,200,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,200,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Total Assets BOY | $2,349,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,384,958 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,384,958 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,649 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $38,649 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,310,665 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,384,958 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,310,665 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,384,958 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,349,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,384,958 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,310,665 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,293 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,384,958 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,384,958 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $73,941 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,687,663 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043813 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,298 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $876,157 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028874 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $740,720 | NetVlNoncharitableAssetsYr3Amt |
| Total Distribution | 0.072687 | TotalDistributionRt |
| Average Distribution | 0.024229 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,335,556 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,588 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $960 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,548 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,491 | 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 | $960 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $960 | SubtotalAmt |
| Tax Based On Investment Income | $960 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $291 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $291 | TotalPaymentsAndCreditsAmt |
| Tax Due | $669 | TaxDueAmt |
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 |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JASON T DICKERSON | IndividualWithBooksNm |
| Phone | 4048625514 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 RIVERSIDE DRIVE SW | AddressLine1Txt |
| City | CARTERSVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30120 | 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 | Yes (true) | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON T DICKERSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 RIVERSIDE DRIVE SW | AddressLine1Txt |
| City | CARTERSVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ETOWAH VALLEY HUMANE SOCIETY, CARTERSVILLE, GEORGIA: OBTAIN AND DELIVER FOOD AND SUPPLIES FOR THE ANIMALS IN THE SHELTER. | Description1Txt |
| Expenses1 | $6,824 | Expenses1Amt |
| Description2 | BRIAN CENTER FOR HEALTH AND REHABILITATION, CANTON GEORGIA: ASSEMBLE AND DISTRIBUTE GIFT BAGS FOR THE ELDERLY RESIDENTS. | Description2Txt |
| Expenses2 | $13,648 | Expenses2Amt |
| Description3 | PICKENS COUNTY HUMANE SOCIETY, JASPER, GEORGIA: OBTAIN AND DILIVER FOOD AND SUPPLIES FOR THE ANIMALS IN THE SHELTER. | Description3Txt |
| Expenses3 | $5,089 | Expenses3Amt |
| Description4 | CHEROKEE COUNTY SENIOR CENTER, CANTON, GEORGIA: ASSEMBLE AND DISTRIBUTE GIFT BAGS FOR THE ELDERLY RESIDENTS. | Description4Txt |
| Expenses4 | $1,276 | Expenses4Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,200,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,371,123 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,371,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,335,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,491 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,491 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $960 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $129,531 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-12-23 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $96,045 | CurrentYearAmt |
| Year1 | $10,877 | Year1Amt |
| Total | $106,922 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $81,638 | CurrentYearAmt |
| Year1 | $9,245 | Year1Amt |
| Total | $90,883 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $130,491 | CurrentYearAmt |
| Year1 | $74,050 | Year1Amt |
| Year2 | $25,298 | Year2Amt |
| Total | $229,839 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $101,483 | CurrentYearAmt |
| Year1 | $56,256 | Year1Amt |
| Year2 | $22,698 | Year2Amt |
| Total | $180,437 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $29,008 | CurrentYearAmt |
| Year1 | $17,794 | Year1Amt |
| Year2 | $2,600 | Year2Amt |
| Total | $49,402 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $77,852 | CurrentYearAmt |
| Year1 | $56,255 | Year1Amt |
| Year2 | $29,207 | Year2Amt |
| Year3 | $2,097 | Year3Amt |
| Total | $165,411 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JASON T DICKERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRIAN CENTER FOR HEALTH A | ||||||
| 150 HOSPITAL CIR | CANTON | GA | 30114 | NC | PROVIDE GIFT BAGS FOR THE ELDERLY RE | $13,648 |
| PICKENS COUNTY HUMANE SOCIETY | ||||||
| 500 FIVE FORKS ROAD | LIBERTY | SC | 29657 | PC | PROVIDE FOOD FOR THE ANIMALS IN THE | $5,089 |
| CHEROKEE COUNTY SENIOR CE | ||||||
| 1001 UNIVETER ROAD | CANTON | GA | 30015 | NC | PROVIDE GIFT BAGS FOR THE ELDERLY RE | $1,275 |
| MUST MINISTRIES | ||||||
| PO BOX 1717 | MARIETTA | GA | 30061 | PC | ASSEMBLE AND DELIVER 50 THANKSGIVING | $1,076 |
| RUFF REDEMPTION RESCUE | ||||||
| 2006 TOWNSHIP DR | WOODSTOCK | GA | 301895243 | PC | RESCUE DOGS FROM CRISIS SITUATIONS | $200 |
| ETOWAH VALLEY HUMANE SOCIETY | ||||||
| 36 LADDS MOUNTAIN ROAD | CARTERSVILLE | GA | 30120 | PC | ANIMAL SHELTER / ADOPTION | $6,824 |
| ACES YOUTH HOME | ||||||
| 133 CARES DRIVE | JASPER | GA | 30143 | PC | TEMPORARY AND LONG-TERM RESIDENTIAL | $896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,008 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,045 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,045 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,045 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MORCELLI EQUIPMENT FINANCE INC | ||||||
| 1 | 123 RIVERSIDE DRIVE SW | CARTERSVILLE | GA | 30120 | $100,000 | Yes (X) |
| JENA A SCOTT | ||||||
| 2 | 220 WATKINS ROAD | CANTON | GA | 30115 | $5,000 | Yes (X) |
| JUDY G DICKERSON | ||||||
| 3 | 4942 UNION HILL ROAD | CANTON | GA | 30115 | $2,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $11,205 | Amt |
| Disbursements Charitable Prps | $11,205 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,010 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,010 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE SUPPLIES | $7,705 | $7,705 |
| DUES AND SUBSCRIPTIONS | $95 | $95 |
| ADVERTISING EXPENSES | $1,320 | $1,320 |
| INSURANCE | $312 | $312 |
| POSTAGE | $24 | $24 |
| CONTRACT LABOR | $2,376 | $2,376 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| BELWIN INVESTMENT GROUP LLC | ||||||||||
| NONE | $1,500,000 | $1,500,000 | 2017-11 | 2021-11 | MONTHLY INTEREST / BALLON | 0.0414 | NONE | BUSINESS NEEDS | INTEREST PAID | $1,500,000 |
| BELWIN INVESTMENT GROUP LLC | ||||||||||
| NONE | $700,000 | $700,000 | 2017-12 | 2021-12 | MONTHLY INTEREST / BALLOON | 0.0411 | NONE | BUSINESS NEEDS | INTEREST PAID | $700,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORCELLI EQUIPMENT FINANCE INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 RIVERSIDE DRIVE SW | AddressLine1Txt |
| City | CARTERSVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30120 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $7,484 | Amt |
| Disbursements Charitable Prps | $7,484 | DisbursementsCharitablePrpsAmt |
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