PRIMERICA FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PRIMERICA FOUNDATION INC (EIN 27-4689647)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201943199349103509
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

FieldValueIRS element (for citing)
Return2019-11-15T13:07:40-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581763439PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDHAM BRANNON PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13630 PEACHTREE RD NE SUITE 600AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30326ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274689647EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PRIMERICA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPRIMBusinessNameControlTxt
Phone4705646245PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 PRIMERICA PARKWAYAddressLine1Txt
CityDULUTHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30099ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN FINE SALTIELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4705646245PhoneNum
Signature2019-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARLYE W DOOLEYPreparerPersonNm
PTINP00292964PTIN
Phone4048982000PhoneNum
Preparation2019-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.7.232.99IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-11IPDt
IP Tm14:09:32IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id67A18E12CCE2A3AACCD6849D52A30A96AFBE0C2AAtSubmissionCreationDeviceId
At Submission Filing Device Id9050153D7D801AE2883028751C3D5F02B2BFC732AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$572,776FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,591,818ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10,538InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,538InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,602,356TotalRevAndExpnssAmt
Total Net Invst Incm$10,538TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$8,679LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$8,679LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,990AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,495AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,495AccountingFeesChrtblPrpsAmt
Printing And Pub Rev And Expnss$2,095PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$524PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$1,571PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$32,543OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,857OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$27,686OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$54,307TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,876TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$43,431TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,675,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,775,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,729,307TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,876TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,818,431TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$126,951ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$724,727SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$572,776SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$572,776SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$724,727TotalAssetsBOYAmt
Total Assets EOY$572,776TotalAssetsEOYAmt
Total Assets EOYFMV$572,776TotalAssetsEOYFMVAmt
Grants Payable BOY$75,000GrantsPayableBOYAmt
Grants Payable EOY$50,000GrantsPayableEOYAmt
Total Liabilities BOY$75,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$50,000TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$649,727UnrestrictedBOYAmt
Unrestricted EOY$522,776UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$649,727TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$522,776TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$724,727TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$572,776TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$649,727TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$126,951ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$522,776SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$522,776TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,056,478AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$786,883NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.342611DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,066,843AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$757,962NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.407515DistributionYr2Rt
Adjusted Qlfy Distri Yr3$959,150AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$734,042NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.306669DistributionYr3Rt
Adjusted Qlfy Distri Yr4$980,496AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$775,372NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.264549DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,017,379AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$756,738NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.344427DistributionYr5Rt
Total Distribution6.665771TotalDistributionRt
Average Distribution1.333154AverageDistributionRt
Net Vl Noncharitable Assets$609,543NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$812,615AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$812,615AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,818,431QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.PRIMERICAFOUNDATION.COMWebsiteAddressTxt
Individual With BooksANNE SOUTTERIndividualWithBooksNm
Phone4705646245PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 PRIMERICA PARKWAYAddressLine1Txt
CityDULUTHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP300990001ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KAREN FINE SALTIEL
1 PRIMERICA PARKWAYDULUTHGA300990001CHAIRMAN & PRESIDENT5.00$0$0$0
ANNE SOUTTER
1 PRIMERICA PARKWAYDULUTHGA300990001VICE CHAIRMAN, VP20.00$0$0$0
WILLIAM J NEMETZ
1 PRIMERICA PARKWAYDULUTHGA300990001TREASURER5.00$0$0$0
MARGARET HALBERT
1 PRIMERICA PARKWAYDULUTHGA300990001SECRETARY20.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$618,825AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$618,825TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$618,825AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,282CashDeemedCharitableAmt
Net Vl Noncharitable Assets$609,543NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,477MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,477MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$30,477DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$30,477DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$30,477DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,818,431ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,818,431QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,818,431AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,477DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$979,542ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$941,727ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$922,448ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,028,945ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,017,134ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,889,796TotalExcessDistributionCyovAmt
Qualifying Distributions$1,818,431QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$30,477AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,787,954RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,677,750TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$979,542ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,698,208ExcessDistriCyovToNextYrAmt
Excess From Year4$941,727ExcessFromYear4Amt
Excess From Year3$922,448ExcessFromYear3Amt
Excess From Year2$1,028,945ExcessFromYear2Amt
Excess From Year1$1,017,134ExcessFromYear1Amt
Excess From Current Year$1,787,954ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
100 BLACK MEN OF AMERICA INC
141 AUBURN AVENUEATLANTAGA30303NONEPCSUPPORT FOR LMI STUDENT EDUCATION$10,000
AMERICAN CANCER SOCIETY
6500 SUGARLOAF PARKWAY SUITE 260DULUTHGA30097NONEPCSUPPORT THE FIGHT TO END CANCER$10,000
AMERICAN RED CROSS
1955 MONROE DRIVE NEATLANTAGA30324NONEPCSUPPORT HOME FIRE RELIEF IN GWINNETT COUNTY$25,000
ANGELS AMONG US PET RESCUE
PO BOX 821ALPHARETTAGA30009NONEPCSUPPORT FOR NO-KILL ANIMAL SHELTER$10,000
ANNANDALE VILLAGE
3500 ANNANDALE LANESUWANEEGA30022NONEPCSUPPORT FOR BUILDING RENOVATIONS FOR DEVELOPMENTALLY DISABLED ADULTS$10,000
ANTI DEFAMATION LEAGUE
3490 PIEDMONT ROAD SUITE 610ATLANTAGA30305NONEPCEXPANSION OF ADL EDUCATIONAL PROGRAMMING IN GWINNETT COUNTY$25,000
ASIAN AMERICAN RESOURCE CENTER
3635 PEACHTREE INDUSTRIAL BLVDDULUTHGA30096NONEPCSUPPORT OF RAPID RE-HOUSING PROGRAM$10,000SUITE 450
ATLANTA CHILDREN'S SHELTER
PO BOX 54322ATLANTAGA30308NONEPCSUPPORT FOR SOCIAL SERVICES PROGRAM FOR LMI FAMIIES$25,000
AURORA THEATRE
PO BOX 2014LAWRENCEVILLEGA30046NONEPCSUPPORT FOR LEARNING LIBRARY EDUCATIONAL PLAY SERIES, SPANISH LANGUAGE THEATRE, AND THEATER EXPANSION$40,000
BOYS & GIRLS CLUBS OF METRO ATLANTA
1275 PEACHTREE STREET - SUITE 500ATLANTAGA30309NONEPCSUPPORT FOR WORKFORCE DEVELOPMENT AND CAREER BOUND LMI STUDENTS$15,000
CAREPOINTE
1800 SATELLITE BLVDDULUTHGA30097NONEPCSUPPORT FOR EMERGENCY SHELTER FOR FAMILIES$10,000
CENTERS OF HOPEEEI
250 GEORGIA AVENUE SUITE 203ATLANTAGA30312NONEPCFINANCIAL MENTOR & ENTREPRENEURSHIP APPRENTICE TRAINING PROGRAM$25,000
CHRIS 180
1017 FAYETTEVILLE ROAD SEATLANTAGA30316NONEPCSUPPORT FOR TRANSITIONS PROGRAM FOR HOMELESS YOUTH$10,000
CIRCLE OF LOVE
3160 ETCHINSON ROADLOGANVILLEGA30052NONEPCFINANCIAL MORTGAGE SUPPORT FOR FAMILIES WHOSE BREADWINNER HAS CANCER$10,000
CITY OF REFUGE
1300 JOSEPH E BOONE BLVD NWATLANTAGA30314NONEPCSUPPORT FOR HOUSING PROGRAM FOR HOMELESS$25,000
COMMUNITY FOUNDATION FOR NE GEORGIA
6500 SUGARLOAF PARKWAY SUITE 220DULUTHGA30097NONEPCSUPPORT FOR INCREASED COMMUNITY DEVELOPMENT$30,000
CONNECTIONS HOMES
337 W PIKE STREETLAWRENCEVILLEGA30046NONEPCSUPPORT FOR YOUNG ADULTS AGING OUT OF FOSTER CARE$10,000
COOL GIRLS
1382 PEACHTREE STREET SUITE 100ATLANTAGA30309NONEPCACADEMIC SUPPORT, FINANCIAL EDUCATION AND LIFE SKILLS DEVELOPMENT FOR YOUNG GIRLS$25,000
CORNERS OUTREACH
2 SUN COURT SUITE 220PEACHTREE CORNERSGA30092NONEPCSUPPORT OF FINANCIAL EDUCATION AND ENTREPRENEURSHIP PROGRAMS FOR LMI ADULTS$10,000
CREATIVE ENTERPRISES
701 HI-HOPE LANELAWRENCEVILLEGA30043NONEPCEMERGENCY EDUCATION BUILDING REPAIRS FOR DEVELOPMENTALLY DISABLED ADULTS$15,000
CRISTO REY
222 PIEDMONT AVENUE NEATLANTAGA30308NONEPCSUPPORT FOR EDUCATION OF LMI YOUTH$15,000
CURE CHILDHOOD CANCER
200 ASHFORD CENTER NORTH SUITE 250ATLANTAGA30338NONEPCSUPPORT FOR THE CRITICAL NEEDS PROGRAM$10,000
DIRECT SELLING EDUCATION FOUNDATION
1667 K STREET NW SUITE 1100WASHINGTONDC20006NONEPCSUPPORT FOR LMI ACADEMIC OUTREACH PROGRAM FOR SELF-SUFFICIENCY$10,000
EAGLE RANCH
PO BOX 7200CHESTNUT MOUNTAINGA30502NONEPCSUPPORT FOR CHILDREN IN CRISIS$10,000
EASTER SEALS OF NORTH GEORGIA
53 PERIMETER CENTER EAST SUITE 550ATLANTAGA30046NONEPCSUPPORT FOR EARLY LITERACY AND FAMILY ENGAGEMENT PROGRAM$15,000
FAMILY PROMISE OF GWINNETT
205 S CULVER STREETLAWRENCEVILLEGA30046NONEPCSUPPORT FOR HOMELESS PEOPLE IN GWINNETT COUNTY$10,000
FERNBANK MUSEUM OF NATURAL HISTORY
767 CLIFTON ROAD NEATLANTAGA30307NONEPCSUPPORT FOR SCIENCE EDUCATION FOR LMI STUDENTS$10,000
FOUNDATION FOR PUERTO RICO CO MORGAN STANLEY
399 PARK AVENUE 12TH FLOORNEW YORKNY10022NONEPCSUPPORT FOR HURRICANE RELIEF AND REBUILDING$25,000
FRIENDS OF GWINNETT COUNTY SENIORS
PO BOX 1680LAWRENCEVILLEGA30046NONEPCSUPPORT FOR STROBE ALARMS FOR SENIORS AND TRANSPORTATION FOR DIALYSIS PATIENTS$10,000
GATEWAY CENTER (ATLANTA)
275 PRYOR STREET SWATLANTAGA30303NONEPCSUPPORT FOR JOB READINESS PROGRAMS FOR TRANSITIONING HOMELESS PEOPLE$25,000
GATEWAY DOMESTIC VIOLENCE CENTER
PO BOX 2962GAINESVILLEGA30503NONEPCSUPPORT FOR VICTIMS OF DOMESTIC VIOLENCE$10,000
GEORGIA CENTER FOR NONPROFITS
100 PEACHTREE STREET NW SUITE 1500ATLANTAGA30303NONEPCSUPPORT FOR BUILDING CAPACITY FOR NONPROFITS SERVING LMI COMMUNITIES$25,000
GEORGIA COUNCIL ON ECONOMIC EDUCATION
PO BOX 1619ATLANTAGA30301NONEPCSUPPORT FOR THE INVESTOR EDUCATION PROGRAM REACHING TEACHERS & LMI STUDENTS IN GA$20,000
GEORGIA GWINNETT COLLEGE FOUNDATION
1000 UNIVERSITY CENTER LANE - SUITELAWRENCEVILLEGA30043NONEPCSUPPORT FOR LMI STUDENT EDUCATION$15,000B2000
GEORGIA PARTNERSHIP FOR EXCELLENCE IN EDUCATION
270 PEACHTREE STREET SUITE 2200ATLANTAGA30303NONEPCSUPPORT FOR INCREASING GRADUATION RATE AND IMPROVEMENT OF STUDENT OUTCOMES IN GA$10,000
GEORGIA RIVER NETWORK
126 SOUTH MILLEDGE AVENUE SUITE E3ATHENSGA30605NONEPCSUPPORT FOR ENGAGING AND EDUCATING CITIZENS OF THEIR INVOLVEMENT IN WATER ISSUES$10,000
GWINNETT CHILDREN'S SHELTER
PO BOX 527BUFORDGA30515NONEPCSUPPORT FOR HOMELESS FAMILIES IN GWINNETT COUNTY$10,000
GWINNETT CLEAN & BEAUTIFUL
446 W CROGAN STREET SUITE 225LAWRENCEVILLEGA30046NONEPCSUPPORT FOR FARM-TO-TABLE GARDENS IN FIVE GWINNETT SCHOOLS$10,000
GWINNETT COALITION
750 S PERRY STREET SUITE 312LAWRENCEVILLEGA30046NONEPCSUPPORT FOR HELPLINE CALLERS ASKING FOR HEALTH AND HUMAN SERVICE NEEDS$25,000
GWINNETT COUNCIL FOR THE ARTS
6400 SUGARLOAF PARKWAY BLDG 300DULUTHGA30097NONEPCSUPPORT FOR EXPANSION OF VISUAL ARTS EDUCATION IN GWINNETT COUNTY$25,000
GWINNETT COUNTY PUBLIC LIBRARY
1001 LAWRENCEVILLE HIGHWAYLAWRENCEVILLEGA30019NONEPCSUPPORT OF CAREER ONLINE HIGH SCHOOL PROGRAM$25,000
GWINNETT COUNTY PUBLIC SCHOOL FOUNDATION
437 OLD PEACHTREE ROAD NWSUWANEEGA30024NONEPCSUPPORT OF EDUCATION ENRICHMENT PROGRAM FOR LMI STUDENTS$30,000
GWINNETT HABITAT FOR HUMANITY
PO BOX 646LAWRENCEVILLEGA30046NONEPCSUPPORT FOR HOME CONSTRUCTION PROGRAM$40,000
GWINNETT SEXUAL ASSAULT CENTER
PO BOX 1329DULUTHGA30096NONEPCSUPPORT FOR CHILDREN & ADULTS VICTIMIZED BY SEXUAL ABUSE AND SEXUAL VIOLENCE$10,000
GWINNETT TECHNICAL COLLEGE FOUNDATION
5150 SUGARLOAF PARKWAYLAWRENCEVILLEGA30043NONEPCSUPPORT FOR LMI COLLEGE STUDENTS AND WORK-BASED LEARNING AND CAREER DEVELOPMENT FOR LMI STUDENTS$40,000
HOMEFIRST GWINNETT CO UNITED WAY OF GREATER ATL
6500 SUGARLOAF PARKWAY SUITE 220DULUTHGA30097NONEPCSUPPORT FOR COMPREHENSIVE SERVICES FOR HOMELESS PEOPLE IN GWINNETT COUNTY$149,000
HOPE INC
490 BRISCOE BLVDLAWRENCEVILLEGA30046NONEPCSUPPORT FOR HISPANIC HIGH SCHOOL STUDENTS - INCREASING HS GRADUATION RATES$15,000
HORIZONS ATLANTA
177 NORTH AVE NW 3RD FL SUITE 11ATLANTAGA30332NONEPCSUPPORT FOR SUMMER EDUCATION FOR LMI STUDENTS$25,000
INTERLOCKING COMMUNITIES
5170 EDINBUROUGH PLSUGARLOAFGA30518NONEPCSUPPORT FOR LMI PRE-SCHOOL EDUCATION$20,000
JEWISH FAMILY & CAREER SERVICES
4549 CHAMBLEE DUNWOODY ROADATLANTAGA30338NONEPCSUPPORT FOR THE HAMSA SUBSTANCE ABUSE PROGRAM AND EMPLOYMENT PROGRAM FOR LOW-INCOME, DISLOCATED, LONG-TERM UNEMPLOYED$25,000
JUNIOR ACHIEVEMENT ACADEMY
275 NORTHSIDE DRIVE NWATLANTAGA30314NONEPCSUPPORT FOR JA ACADEMY FINANCIAL LITERACY PROGRAM IN NORCROSS HIGH SCHOOL$25,000
JUNIOR ACHIEVEMENT FINANCE PARK
275 NORTHSIDE DRIVE NWATLANTAGA30314NONEPCSUPPORT FOR GWINNETT DISCOVERY CTR FINANCE PARK STOREFRONT FOR FINANCIAL EDUCATION$25,000
JUNIOR ACHIEVEMENT OF SOUTHERN NEVADA INC
1921 N RAINBOW BLVDLAS VEGASNV89108NONEPCSUPPORT FOR FINANCIAL LITERACY FOR STUDENTS IN SOUTHERN NEVADA$10,000
LEADERSHIP GWINNETT
6500 SUGARLOAF PARKWAYDULUTHGA30097NONEPCSUPPORT FOR BUILDING DIVERSE LEADERS IN GWINNETT COUNTY$10,000
LOVE BEYOND WALLS
3270 EAST MAIN STREETCOLLEGE PARKGA30349NONEPCSUPPORT FOR THE WORKFORCE READINESS AND MAKEOVER PROGRAM$10,000
MIAMI BRIDGE YOUTH AND FAMILY SERVICES INC
2810 NW SOUTH RIVER DRIVEMIAMIFL33030NONEPCSUPPORT FOR WRAPAROUND SERVICES FOR YOUTHS WITH COMPLEX NEEDS$20,000
MUST MINISTRIES
PO BOX 1717MARIETTAGA30061NONEPCSUPPORT FOR THE SUMMER LUNCH PROGRAM FOR LMI YOUTH$10,000
NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS
250 WILLIAMS STREET SUITE 2322ATLANTAGA30313NONEPCSUPPORT FOR LMI STUDENT ADMISSIONS$10,000
NORCROSS CO-OP MINISTRY
2275 MITCHELL ROADNORCROSSGA30071NONEPCSUPPORT FOR THE EMERGENCY FOOD ASSISTANCE PROGRAM$10,000
NOTHING BUT THE TRUTH
PO BOX 845DACULAGA30019NONEPCSUPPORT FOR WEEKEND FOOD ASSISTANCE PROGRAM FOR LMI YOUTH$25,000
OPERATION HOPE
191 PEACHTREE STREETATLANTAGA30303NONEPCSUPPORT FOR FINANCIAL LITERACY AND SELF-SUFFICIENCY PROGRAMS FOR LMI POPULATIONS$20,000
ORANGE DUFFEL BAG INITIATIVE
1801 PEACHTREE STREET NE SUITE 300ATLANTAGA30309NONEPCSUPPORT FOR COACHING PROGRAMS FOR FOSTER, HOMELESS AND LMI TEENS$25,000
PARTNERSHIP AGAINST DOMESTIC VIOLENCE
PO BOX 170225ATLANTAGA30317NONEPCSUPPORT FOR THE SAFETY AND SHELTER FOR WOMEN AND CHILDREN PROGRAM$25,000
PATH PROJECT
PO BOX 1659LAWRENCEVILLEGA30046NONEPCSUPPORT FOR AFTER-SCHOOL PROGRAM IN MOBILE HOME PARKS$10,000
RAINBOW VILLAGE
3427 DULUTH HIGHWAY 120DULUTHGA30096NONEPCSUPPORT FOR LIFE SKILLS CLASSES FOR VICTIMS OF DOMESTIC VIOLENCE$50,000
REACH OUT AND READ
86 SOUTH STREET SUITE 201BOSTONMA02111NONEPCSUPPORT FOR PRE-SCHOOL LITERACY PROGRAM THROUGH PEDIATRICIANS IN GWINNETT COUNTY$10,000
SAFEAMERICA FOUNDATION
2000 FIRST DRIVE SUITE 310MARIETTAGA30062NONEPCSUPPORT FOR PROGRAMS FOR HOMELESS VETERANS$10,000
SALVATION ARMY
1000 CENTER PLACENORCROSSGA30093NONEPCSUPPORT FOR HOMELESS IN GWINNETT COUNT$50,000
TOP DOGG K9 FOUNDATION
4776 STONE MOUNTAIN HWYLILBURNGA30047NONEPCSUPPORT FOR THERAPY DOGS FOR DISABLED VETERANS$10,000
UNITED WAY OF GREATER ATLANTA GRIP
6500 SUGARLOAF PARKWAY SUITE 220DULUTHGA30097NONEPCSUPPORT FOR FORMER INMATES RE-ENTERING SOCIETY$25,000
UNITED WAY OF GREATER ATLANTA
6500 SUGARLOAF PARKWAY SUITE 220DULUTHGA30097NONEPCSUPPORT FOR THE ANNUAL COMMUNITY CAMPAIGN FOR SERVING THE NEEDY$65,000
UNITED WAY SPARK
6500 SUGARLOAF PARKWAY SUITE 220DULUTHGA30097NONEPCSUPPORT FOR THE SPARK PROGRAM FOR AN UPCOMING NONPROFIT$25,000
UPLIFT
3313 DUNCAN BRIDGE TRAILBUFORDGA30519NONEPCSUPPORT FOR TRANSPORTATION FOR FORMER INMATES RE-ENTERING SOCIETY$15,000
USO COUNCIL OF GEORGIA
6000 N TERMINAL PKWY SUITE 320ATLANTAGA30320NONEPCSUPPORT FOR TRANSITION SERVICES FOR VETERANS ENTERING CIVILIAN LIFE$10,000
VETERANS RESOURCE CENTER (GWINNETT COALITION)
750 S PERRY STREET SUITE 312LAWRENCEVILLEGA30046NONEPCSUPPORT SERVICES FOR VETERANS, ESPECIALLY HOMELESS$20,000
WOODRUFF ARTS CENTER
1280 PEACHTREE STREET NEATLANTAGA30309NONEPCSUPPORT FOR ARTS ADMISSIONS PROGRAMS FOR LMI YOUTH$50,000
YEAR UP
730 PEACHTREE STREET NE SUITE 900ATLANTAGA30308NONEPCSUPPORT FOR HIGHER EDUCATION AND JOB SKILLS FOR LMI YOUTH$26,000
YMCA GWINNETT
2985 SUGARLOAF PARKWAYLAWRENCEVILLEGA30045NONEPCSUPPORT FOR AFTER-SCHOOL PROGRAMS FOR LMI YOUTH$10,000
YMCA OF NWNC
301 N MAIN STREET SUITE 1900WINSTONSALEMNC27101NONEPCSUPPORT FOR SUMMER CAMP FOR LMI YOUTH$35,000
ZOO ATLANTA
800 CHEROKEE AVENUE SEATLANTAGA30315NONEPCSUPPORT FOR LMI STUDENT ADMISSIONS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,700,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JUNIOR ACHIEVEMENT FINANCE PARKBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1275 NORTHSIDE DRIVE NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30314ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSUPPORT FOR GWINNETT DISCOVERY CTR FINANCE PARK STOREFRONT FOR FINANCIAL EDUCATIONGrantOrContributionPurposeTxt
Amt$50,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$50,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,538ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,538ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,538TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MR & MRS GLENN WILLIAMS
13310 PRISTINE POINTDACULAGA300194643$5,000Yes (X)
PRIMERICA
21 PRIMERICA PARKWAYDULUTHGA30099$1,525,000Yes (X)
BUISSON FOUNDATION
36354 JF JAY ROADGAINESVILLEGA305063420$25,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT FEESCategoryTxt
Amt$10,990Amt
Net Investment Income$5,495NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,495DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$8,679LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,679DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$2,489$2,489$0
SOFTWARE FEE$16,493$0$16,493
MEALS AND ENTERTAINMENT$482$0$482
BUSINESS LICENSES AND FEES$2,835$0$2,835
CORPORATE RELATIONS$1,872$468$1,404
OFFICE SUPPLIES$108$0$108
CONSULTING FEES$7,600$1,900$5,700
CATERING$143$0$143
ADVERTISING EXPENSE$521$0$521

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