KEENAN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KEENAN FOUNDATION INC (EIN 20-5331576)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201943159349100759
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T11:36:38-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823855207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSILIUM PARTNER GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 SUMMIT BLVD STE 1150 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303196418 | 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 | 205331576 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KEENAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEEN | BusinessNameControlTxt |
| Phone | 6782681317 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 BROOK FORD POINT | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE C KEENAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6782681317 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN R HINES | PreparerPersonNm |
| PTIN | P00836382 | PTIN |
| Phone | 4044004200 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 35.168.211.195 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 11:36:38 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8DC463F4FC256539B4FE7A5E804A77870E829E78 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8DC463F4FC256539B4FE7A5E804A77870E829E78 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,244,297 | 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 | $669 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $669 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $669 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $14,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,773 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,773 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,083 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,385,992 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,301 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $82,294 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,626 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $82,294 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $130,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,369 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $97,736 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $372 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $372 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $325 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $325 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $697 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $697 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $697 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $697 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,672 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $97,039 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,876 | CashBOYAmt |
| Cash EOY | $271,913 | CashEOYAmt |
| Cash EOYFMV | $271,913 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,212,407 | CorporateStockBOYAmt |
| Corporate Stock EOY | $973,264 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $899,379 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,042,604 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,023,772 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,058,005 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $15,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,275,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,283,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,244,297 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,275,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,283,949 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,275,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,283,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,275,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,283,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,275,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,062 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,283,949 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,283,949 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,301 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,297 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,786,564 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053341 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,188,469 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054734 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,479 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,259,327 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051201 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,724 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,284,102 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048068 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,380 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,245,812 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046058 | DistributionYr5Rt |
| Total Distribution | 0.253402 | TotalDistributionRt |
| Average Distribution | 0.050680 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,274,817 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,288 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $557 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,845 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,060 | 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 | $557 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $557 | SubtotalAmt |
| Tax Based On Investment Income | $557 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $571 | 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 | 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 |
| Individual With Books | BRUCE C KEENAN | IndividualWithBooksNm |
| Phone | 6782681317 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 BROOK FORD POINT | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE C KEENAN | ||||||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SUSAN G KEENAN | ||||||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | DIRECTOR | 000.00 | $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 | $1,118,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,058,005 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,309,459 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,309,459 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,274,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $557 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $557 | TotalTaxAmt |
| Distributable Before Adj | $113,184 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $113,184 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $113,184 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,060 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $122,060 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $557 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,503 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,184 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,506 | UndistributedIncomePYAmt |
| Qualifying Distributions | $122,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,506 | AppliedToYear1Amt |
| Applied To Current Year | $74,554 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $38,630 | UndistributedIncomeCYAmt |
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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| HEARTS FOR HORSES | |||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | 501(C)(3) SUPPORT | $2,000 |
| HIMALAYAN CHILDRENS CHARITIES | |||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | 501(C)(3) SUPPORT | $80,700 |
| KNOWLEDGE OF CAREERS | |||||
| 2121 N BAYSHORE DRIVE | MIAMI | FL | 33137 | 501(C)(3) SUPPORT | $3,000 |
| HEIFER INTERNATIONAL | |||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | 501(C)(3) SUPPORT | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||
| 40 W 20TH STREET | NEY YORK | NY | 10011 | 501(C)(3) SUPPORT | $2,000 |
| EYES FROM THE ASHES FOUNDATION | |||||
| PO BOX 1136 | BRYN MAWR | PA | 190101218 | 501(C)(3) SUPPORT | $5,000 |
| WEST IRONDEQUOIT CENTRAL SCHOOL | |||||
| 321 LIST AVE | ROCHESTER | NY | 14617 | 501(C)(3) SUPPORT | $1,500 |
| VIBHA FOUNDATION | |||||
| 1030 E EL CAMINO REAL | SUNNYVALE | CA | 94087 | 501(C)(3) SUPPORT | $2,000 |
| AURA FOUNDATION | |||||
| RONDA GENERAL MITRE 174 | ATLANTA | GA | 30319 | 501(C)(3) SUPPORT | $500 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||
| 100 PEACHTREE STREET NW | ATLANTA | GA | 30303 | 501(C)(3) SUPPORT | $610 |
| ATLANTA WOMENS CLUB | |||||
| 1150 PEACHTREE STREET NE | ATLANTA | GA | 30309 | 501(C)(3) SUPPORT | $500 |
| HELPING HANNAH'S HEART FOUNDATION | |||||
| PO BOX 1733 | BETTENDORF | IA | 52722 | 501(C)(3) SUPPORT | $3,000 |
| HABERSHAM HUMANE SOCIETY | |||||
| PO BOX 1442 | CLARKESVILLE | GA | 30523 | 501(C)(3) SUPPORT | $2,500 |
| FRIENDS OF VOLUNTEERS INITIATIVE | |||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | 501(C)(3) SUPPORT | $2,000 |
| ST JUDE | |||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | 501(C)(3) SUPPORT | $500 |
| THE CARTER CENTER | |||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | 501(C)(3) SUPPORT | $1,000 |
| SYRACUSE UNIVERSITY | |||||
| 640 SKYTOP ROAD | SYRACUSE | NY | 132445160 | 501(C)(3) SUPPORT | $500 |
| HABITAT FOR HUMANITY | |||||
| 270 PEACHTREE STREET | ATLANTA | GA | 30303 | 501(C)(3) SUPPORT | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 847415000 | 501(C)(3) SUPPORT | $1,000 |
| UNION OF CONCERNED SCIENTISTS | |||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | 501(C)(3) SUPPORT | $500 |
| ANIMAL LEGAL DEFENSE FUND | |||||
| 525 EAST COTATI AVE | COTATI | CA | 94931 | 501(C)(3) SUPPORT | $1,000 |
| ATLANTA COMMUNITY FOOD BANK | |||||
| 732 JOSEPH E LOWERY BLVD | ATLANTA | GA | 30318 | 501(C)(3) SUPPORT | $500 |
| THE BONOBO PROJECT | |||||
| 1215 K STREET | SACRAMENTO | CA | 95814 | 501(C)(3) SUPPORT | $4,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 501(C)(3) SUPPORT | $500 |
| FOOD AND WATER ACTION | |||||
| 1616 P STREET | WASHINGTON | DC | 20036 | 501(C)(3) SUPPORT | $700 |
| ALLEY CAT ALLIES | |||||
| 7920 NORFOLK AVE | BETHESDA | MD | 208142525 | 501(C)(3) SUPPORT | $800 |
| ROOTS OF PEACE | |||||
| 4000 CIVID CENTER DRIVE | SAN RAFAEL | CA | 94901 | 501(C)(3) SUPPORT | $1,000 |
| THE ROTARY FOUNDATION | |||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | 501(C)(3) SUPPORT | $2,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,060 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $669 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,773 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,626 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,083 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LAURELWOOD HOLDINGS II | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $63,668 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $130,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,819 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH | 2018-01 | PURCHASE | 2018-12 | $722,163 | $710,409 | $11,754 |
| MERRILL LYNCH | 2018-01 | PURCHASE | 2018-12 | $641,528 | $642,500 | -$972 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $973,264 | EOYBookValueAmt |
| EOYFMV | $899,379 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAURELWOOD HOLDINGS II | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,023,772 | BookValueAmt |
| EOYFMV | $1,058,005 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM LAURELWOOD II | Desc |
| EOY Book Value | $15,000 | EOYBookValueAmt |
| EOYFMV | $15,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OTHER EXPENSES | $325 | $325 | $325 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $18,626 | $18,626 | $18,626 |
| LAURELWOOD HOLDINGS II | $63,668 | $63,668 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $372 | Amt |
| Net Investment Income | $372 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $372 | AdjustedNetIncomeAmt |
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