THE SAVANNAH COMMUNITY FOUNDATION INC: Form 990, tax year 2024

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Organization
THE SAVANNAH COMMUNITY FOUNDATION INC (EIN 58-6033468)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-07
IRS object ID
202503119349303185
Schema version
2024v5.0
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)
Return2025-11-07T15:08:13-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581941470PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLLAND BROMLEY BARNHILL & BRETT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1530 STEPHENSON AVE STE 200AddressLine1Txt
CitySAVANNAHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31405ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586033468EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SAVANNAH COMMUNITY FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSAVABusinessNameControlTxt
Phone9129217700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12225 NORWOOD AVE SUITE BAddressLine1Txt
CitySAVANNAHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31406ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonK RUSSELL SIMPSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9129217700PhoneNum
Signature2025-11-03SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonS STEWART BROMLEYPreparerPersonNm
PTINP00336389PTIN
Phone9122353410PhoneNum
Preparation2025-11-03PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerK RUSSELL SIMPSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12225 NORWOOD AVENUE SUITE BAddressLine1Txt
CitySAVANNAHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31406ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$46,187,860GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSAVFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1956FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionTHE SAVANNAH COMMUNITY FOUNDATION BENEFITS DONORS, DONEES, AND THE COMMUNITY BY PROVIDING A SAFE, SIMPLE, INEXPENSIVE, AND TAX EFFICIENT VEHICLE FOR PHILANTHROPIC CAPITAL ACCUMULATION, INVESTMENT AND DISTRIBUTION TO PUBLIC CHARITIES.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$28,307,168PYContributionsGrantsAmt
CY Contributions Grants$13,783,452CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,640,091PYInvestmentIncomeAmt
CY Investment Income$4,933,994CYInvestmentIncomeAmt
PY Other Revenue$1,209PYOtherRevenueAmt
CY Other Revenue$380CYOtherRevenueAmt
PY Total Revenue$30,948,468PYTotalRevenueAmt
CY Total Revenue$18,717,826CYTotalRevenueAmt
PY Grants And Similar Paid$5,507,313PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,129,191CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$578,881PYOtherExpensesAmt
CY Other Expenses$799,482CYOtherExpensesAmt
PY Total Expenses$6,086,194PYTotalExpensesAmt
CY Total Expenses$6,928,673CYTotalExpensesAmt
PY Revenues Less Expenses$24,862,274PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,789,153CYRevenuesLessExpensesAmt
Total Assets BOY$85,581,064TotalAssetsBOYAmt
Total Assets EOY$103,559,912TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$85,581,064NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$103,559,912NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE SAVANNAH COMMUNITY FOUNDATION BENEFITS DONORS, DONEES, AND THE COMMUNITY BY PROVIDING A SAFE, SIMPLE, INEXPENSIVE, AND TAX EFFICIENT VEHICLE FOR PHILANTHROPIC CAPITAL ACCUMULATION, INVESTMENT AND DISTRIBUTION TO PUBLIC CHARITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$6,129,191ExpenseAmt
Grant$6,129,191GrantAmt
DescCONTRIBUTIONS MADE TO EXEMPT RELIGIOUS, CHARITABLE, OR EDUCATIONAL ORGANIZATIONS FROM DISCRETIONARY AND OTHER FUNDS HELD BY THE COMMUNITY FOUNDATION.Desc
Total Program Service Expenses$6,129,191TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1K RUSSELL SIMPSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9129217700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12225 NORWOOD AVENUE SUITE BAddressLine1Txt
CitySAVANNAHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31406ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JENNIFER ABSHIRE
DIRECTOR1.00Yes (X)$0$0$0
RUSSELL C JACOBS III CFP
DIRECTOR1.00Yes (X)$0$0$0
FRANK S MACGILL ESQ
DIRECTOR2.00Yes (X)$0$0$0
GENNIE G LONG ESQ
DIRECTOR1.00Yes (X)$0$0$0
ROBERT L MCCORKLE III ESQ
CHAIR2.00Yes (X)$0$0$0Yes (X)
LINDA J EVANS
DIRECTOR1.00Yes (X)$0$0$0
JENNY L GENTRY
TREASURER2.00Yes (X)$0$0$0Yes (X)
JUSTIN A GODCHAUX
DIRECTOR1.00Yes (X)$0$0$0
JOHN C HELMKEN II
ASSISTANT TR2.00Yes (X)$0$0$0Yes (X)
BEN JONES JR
DIRECTOR1.00Yes (X)$0$0$0
JAMES C MCCURRY JR
DIRECTOR1.00Yes (X)$0$0$0
PHILIP SOLOMONS JR
IMMEDIATE PA2.00Yes (X)$0$0$0Yes (X)
STEPHEN S LEONARD
DIRECTOR1.00Yes (X)$0$0$0
KACEY K RAY
VICE PRESIDE2.00Yes (X)$0$0$0Yes (X)
STEPHEN R RILEE
DIRECTOR1.00Yes (X)$0$0$0
JOYCE M ROCHE
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL C TRAYNOR
SECRETARY2.00Yes (X)$0$0$0Yes (X)
K RUSSELL SIMPSON
PRESIDENT15.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMPSON LAW PCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line12225 NORWOOD AVENUE SUITE AAddressLine1Txt
CitySAVANNAHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31406ZIPCd
FieldValueIRS element (for citing)
ServicesMGMT CONTRACTServicesDesc
Compensation$210,900CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$13,783,452AllOtherContributionsAmt
Noncash Contributions$6,785,016NoncashContributionsAmt
Total Contributions$13,783,452TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,659,726TotalRevenueColumnAmt
Exclusion$2,659,726ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$29,744,302SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$27,470,034SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,274,268SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,274,268TotalRevenueColumnAmt
Exclusion$2,274,268ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total Revenue Column$380TotalRevenueColumnAmt
Exclusion$380ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$380OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,717,826TotalRevenueColumnAmt
Exclusion$4,934,374ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,129,191TotalAmt
Program Services$6,129,191ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$210,900TotalAmt
Management And General$210,900ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,900TotalAmt
Management And General$8,900ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$464,773TotalAmt
Management And General$464,773ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,527TotalAmt
Management And General$31,527ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,883TotalAmt
Management And General$11,883ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
CUSTODIAL FEES$51,319$51,319
FOREIGN TAX$17,008$17,008
CC FEES$2,227$2,227
PRESIDENT'S DISCRETIONARY$600$600

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$345TotalAmt
Management And General$345ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,928,673TotalAmt
Program Services$6,129,191ProgramServicesAmt
Management And General$799,482ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$238,879BOYAmt
EOY$246,600EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,809,349BOYAmt
EOY$4,846,266EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$49,147LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$49,147LandBldgEquipAccumDeprecAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$80,532,836BOYAmt
EOY$98,467,046EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$85,581,064BOYAmt
EOY$103,559,912EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$85,581,064BOYAmt
EOY$103,559,912EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$85,581,064BOYAmt
EOY$103,559,912EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$85,581,064BOYAmt
EOY$103,559,912EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$11,789,153ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,189,695NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,736,084CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,447,659CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,818,174CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,307,168CurrentTaxYearMinus1YearAmt
Current Tax Year$13,783,452CurrentTaxYearAmt
Total$77,092,537TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,736,084CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,447,659CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,818,174CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,307,168CurrentTaxYearMinus1YearAmt
Current Tax Year$13,783,452CurrentTaxYearAmt
Total$77,092,537TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$25,243,351SubstantialContributorsTotAmt
Public Support Total170$51,849,186PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$751,575CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,229,926CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,498,596CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,982,863CurrentTaxYearMinus1YearAmt
Current Tax Year$2,659,726CurrentTaxYearAmt
Total$8,122,686TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$209CurrentTaxYearMinus1YearAmt
Current Tax Year$380CurrentTaxYearAmt
Total$589TotalAmt
FieldValueIRS element (for citing)
Total Support$85,215,812TotalSupportAmt
Public Support CY1700.60840PublicSupportCY170Pct
Public Support PY1700.60780PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held84DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held60FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$10,180,440DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$3,603,013FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$4,978,164DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,039,232FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$78,138,979DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$25,420,923FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$49,147InvestmentCostOrOtherBasisAmt
Depreciation$49,147DepreciationAmt
FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt$24,391,429TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,189,695NetUnrealizedGainsInvstAmt
Other Revenue-$516,092OtherRevenueAmt
Revenue Not Reported$5,673,603RevenueNotReportedAmt
Revenue Subtotal$18,717,826RevenueSubtotalAmt
Total Revenue Per Form990$18,717,826TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,412,581TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$6,412,581ExpensesSubtotalAmt
Other Expenses Not Included$516,092OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$516,092ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,928,673TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 4, PART XI, LINE 2DINVESTMENT EXPENSES -516,092
SCHEDULE D, PAGE 4, PART XII, LINE 4BINVESTMENT EXPENSES 516,092

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (109 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALZHEIMER'S ASSOCIATION
P O BOX 96011WASHINGTONDC200906011133039601$20,000FINANCIAL SUPPORT
AMERICA'S SECOND HARVEST OF COASTAL
1380 CHATHAM PARKWAYSAVANNAHGA31405581442013$203,519FINANCIAL SUPPORT
BETHESDA UNION SOCIETY OF SAVANNAH
D/B/A BETHESDA ACADEMYSAVANNAHGA31416580637013$39,225FINANCIAL SUPPORT
BOYS & GIRLS CLUBS OF MAGIC VALLEY
650 ADDISON AVE W STE 210TWIN FALLSID83301943176622$10,000FINANCIAL SUPPORT
BRIGHTSIDE CHILD & FAMILY ADVOCACY
761 WHEATON ST 5TH FLOORSAVANNAHGA31401582058358$48,650FINANCIAL SUPPORT
CANDLER FOUNDATION
5356 REYNOLDS STREET STE 400SAVANNAHGA31405581553254$16,050FINANCIAL SUPPORT
CATHEDRAL BASILICA OF ST JOHN THE
222 EAST HARRIS STREETSAVANNAHGA31401580864009$5,700FINANCIAL SUPPORT
CHATHAM-SAVANNAH CITIZEN ADVOCACY
517 E CONGRESS STREETSAVANNAHGA31401581515792$21,594FINANCIAL SUPPORT
CHRIST CHURCH - EPISCOPAL
18 ABERCORN STREETSAVANNAHGA31401753259262$8,333FINANCIAL SUPPORT
CHRIST CHURCH - ANGLICAN
2020 BULL STREETSAVANNAHGA31401455198901$12,000FINANCIAL SUPPORT
CITY OF SAVANNAH
PO BOX 1027SAVANNAHGA31402586000660$26,500FINANCIAL SUPPORT
COASTAL CHILDREN'S ADVOCACY CENTER
PO BOX 9926SAVANNAHGA31412581944825$77,250FINANCIAL SUPPORT
COASTAL EMPIRE HABITAT FOR HUMANITY
POST OFFICE BOX 2431SAVANNAHGA31402581537535$9,000FINANCIAL SUPPORT
COASTAL HERITAGE SOCIETY
303 MARTIN LUTHER KING JR BLVDSAVANNAHGA31401581246230$125,750FINANCIAL SUPPORT
CONGREGATION MICKVE ISRAEL
POST OFFICE BOX 816SAVANNAHGA314020816580603139$45,710FINANCIAL SUPPORT
CONGREGATION RODEPH SHALOM
615 NORTH BROAD STREETPHILADELPHIAPA19123231365228$7,070FINANCIAL SUPPORT
CRU INC
100 LAKE HART DRIVEORLANDOFL32832956006173$10,000FINANCIAL SUPPORT
DANCE LAB NY
433 WEST 34TH STNEW YORKNY10001462689988$15,000FINANCIAL SUPPORT
DUKE UNIVERSITY
324 BLACKWELL STDURHAMNC27701560532129$10,000FINANCIAL SUPPORT
EAST SAVANNAH UNITED INC
PO BOX 565SAVANNAHGA31402861566364$50,000FINANCIAL SUPPORT
ECONOMIC OPPORTUNITY AUTHORITY FOR
618 W ANDERSON STREETSAVANNAHGA31415580623603$5,150FINANCIAL SUPPORT
EDUCATE CHATHAM FOUNDATION INC
208 BULL STREETSAVANNAHGA31401753226391$10,000FINANCIAL SUPPORT
ELEVATE SAVANNAH CORPORATION
PO BOX 13118SAVANNAHGA31416832623406$57,500FINANCIAL SUPPORT
FELLOWSHIP OF CHRISTIAN ATHLETES
5710 OGEECHEE ROADSAVANNAHGA31405440610626$10,000FINANCIAL SUPPORT
FIRST PRESBYTERIAN CHURCH
520 WASHINGTON AVENUESAVANNAHGA31405580612608$16,000FINANCIAL SUPPORT
FLANNERY O'CONNOR HOME FOUNDATION
207 EAST CHARLTON STREETSAVANNAHGA31401581861601$11,657FINANCIAL SUPPORT
FORSYTH FARMERS MARKET INC
PO BOX 5012SAVANNAHGA31414461112698$46,500FINANCIAL SUPPORT
FRANK CALLEN BOYS & GIRLS CLUB INC
510 E CHARLTON STREETSAVANNAHGA31401580622969$10,700FINANCIAL SUPPORT
FRIENDS OF THE CHILDREN OF HAITI
PO BOX 789PEORIAIL61653371274477$50,000FINANCIAL SUPPORT
GEORGIA HISTORICAL SOCIETY
104 WEST GASTON STREETSAVANNAHGA31401580593403$74,250FINANCIAL SUPPORT
GEORGIA SOUTHERN UNIVERSITY FOUNDAT
PO BOX 1107STATESBOROGA30459586034031$48,850FINANCIAL SUPPORT
GIRL SCOUTS OF HISTORIC GEORGIA IN
535 E LIBERTY STREETSAVANNAHGA31401580610074$5,420FINANCIAL SUPPORT
GREY MATTERS PROJECT INC
D/B/A THE CURRENTSAVANNAHGA31401842657297$25,500FINANCIAL SUPPORT
HOSPICE SAVANNAH FOUNDATION INC
POST OFFICE BOX 13190SAVANNAHGA31416582215819$57,151FINANCIAL SUPPORT
HUGS - HEADS-UP GUIDANCE SERVICES
PO BOX 16026SAVANNAHGA31416270754097$38,600FINANCIAL SUPPORT
HUMANE SOCIETY FOR GREATER SAVANNAH
7215 SALLIE MOOD DRIVESAVANNAHGA31406580809399$5,425FINANCIAL SUPPORT
ISLANDS CHRISTIAN CHURCH
4601 US HIGHWAY 80 ESAVANNAHGA31410800097450$6,500FINANCIAL SUPPORT
ISLE OF HOPE UNITED METHODIST CHURC
412 PARKERSBURG ROADSAVANNAHGA31406581081612$60,100FINANCIAL SUPPORT
JEWISH EDUCATIONAL ALLIANCE
5111 ABERCORN STREETSAVANNAHGA314055214580568690$20,800FINANCIAL SUPPORT
JUNIOR ACHIEVEMENT OF GEORGIA-COAST
11935 ABERCORN STSAVANNAHGA31419580593403$5,500FINANCIAL SUPPORT
KATHERINE'S LIGHT FOUNDATION
309 LOCUST THORN COURTMILLERSVILLEMD21108932389250$6,250FINANCIAL SUPPORT
KING-TISDELL COTTAGE FOUNDATION IN
ATTN TREASURERSAVANNAHGA31401581613243$13,000FINANCIAL SUPPORT
LIGHT FOR THE NATIONS
154 PALMETTO DRIVERINCONGA31326582609776$10,000FINANCIAL SUPPORT
LIVE OAK PUBLIC LIBRARIES
2002 BULL STREETSAVANNAHGA31401586000478$8,319FINANCIAL SUPPORT
LOCAL OUTREACH VOLUNTEER EDUCATORS
54 DIAMOND CAUSEWAYSAVANNAHGA31411873134783$5,050FINANCIAL SUPPORT
LOOP IT UP SAVANNAH INC
1106 E 59TH STREETSAVANNAHGA31404473647962$16,750FINANCIAL SUPPORT
MATTHEW REARDON CENTER FOR AUTISM
11500 MIDDLEGROUND ROADSAVANNAHGA31419582570318$20,428FINANCIAL SUPPORT
MEDICAL COLLEGE OF GEORGIA FOUNDATI
720 SAINT SEBASTIAN WAY STE 150AUGUSTAGA30901580706796$25,000FINANCIAL SUPPORT
NAMI SAVANNAH INC
PO BOX 13731SAVANNAHGA31416582177389$9,501FINANCIAL SUPPORT
NATIONAL COAST GUARD MUSEUM ASSN I
78 HOWARD ST STE ANEW LONDONCT06320061621858$10,000FINANCIAL SUPPORT
OGEECHEE-CANOOCHEE RIVERKEEPER
PO BOX 16206SAVANNAHGA31416582636669$11,400FINANCIAL SUPPORT
ONE HUNDRED MILES
PO BOX 2056BRUNSWICKGA31521455260656$30,100FINANCIAL SUPPORT
PARENTS & FRIENDS OF HANCOCK INC
6600 HOWARD FOSS DRIVESAVANNAHGA31406593779528$6,200FINANCIAL SUPPORT
PARK PLACE OUTREACH INC
514 EAST HENRY STREETSAVANNAHGA31401581623253$65,244FINANCIAL SUPPORT
PARKER'S COMMUNITY FUND
171 CROSSROADS PARKWAYSAVANNAHGA31407873527043$63,714FINANCIAL SUPPORT
PARKER KA'LEAH
5 LAKE SHORE BLVDPORT WENTWORTHGA31407237075014$6,000FINANCIAL SUPPORT
PEOPLE OF ACTION CARING FOR KIDS I
4 MALL TERRACESAVANNAHGA31406812615493$10,000FINANCIAL SUPPORT
PERFORMANCE INITIATIVES INC
POST OFFICE BOX 5036SAVANNAHGA31414202984292$244,100FINANCIAL SUPPORT
PLANNED PARENTHOOD OF IL
17 N STATE ST STE 500CHICAGOIL60602362170901$20,000FINANCIAL SUPPORT
REPURPOSE SAVANNAH
2302 GWINNETT STSAVANNAHGA31404273072146$10,000FINANCIAL SUPPORT
REED HOUSE INC
C/O GATEWAY COMMUNITY SERVICE BOARDBRUNSWICKGA31523260786026$9,501FINANCIAL SUPPORT
RIDDLEVILLE BAPTIST CHURCH
9500 GA HWY 242HARRISONGA31035582153508$10,000FINANCIAL SUPPORT
RONALD MCDONALD HOUSE CHARITIES OF
4710 WATERS AVENUESAVANNAHGA31404581630107$201,750FINANCIAL SUPPORT
ROYCE LEARNING CENTER
4 OGLETHORPE PROFESSIONAL BLVDSAVANNAHGA31406237079608$155,525FINANCIAL SUPPORT
SAFE SHELTER INC
POST OFFICE BOX 61119SAVANNAHGA31420581392664$32,332FINANCIAL SUPPORT
SAVANNAH ASSOCIATION FOR THE BLIND
1141 CORNELL AVENUESAVANNAHGA31406581115656$15,250FINANCIAL SUPPORT
SAVANNAH BOOK FESTIVAL
37 E FAIRMONT AVE 216SAVANNAHGA31406205945596$6,200FINANCIAL SUPPORT
SAVANNAH CLASSICAL ACADEMY FOUNDATI
705 E ANDERSON STREETSAVANNAHGA31401814766728$151,463FINANCIAL SUPPORT
SAVANNAH CLASSICAL ACADEMY INC
705 E ANDERSON STREETSAVANNAHGA31401800576349$40,000FINANCIAL SUPPORT
SAVANNAH COUNTRY DAY SCHOOL
824 STILLWOOD DRIVESAVANNAHGA31419580655290$245,250FINANCIAL SUPPORT
SAVANNAH JEWISH FEDERATION
5111 ABERCORN STREETSAVANNAHGA314055214580566231$45,500FINANCIAL SUPPORT
SAVANNAH MUSIC FESTIVAL INC
120 E 42ND STREETSAVANNAHGA31401581401616$37,500FINANCIAL SUPPORT
SAVANNAH PHILHARMONIC CORPORATION
PO BOX 11323SAVANNAHGA31412264016312$167,350FINANCIAL SUPPORT
SAVANNAH RIVERKEEPER
PO BOX 60AUGUSTAGA30903582630660$201,629FINANCIAL SUPPORT
SAVANNAH SCIENCE MUSEUM
CARETTA RESEARCH PROJECTSAVANNAHGA314129841580669887$17,329FINANCIAL SUPPORT
SAVANNAH SPEECH AND HEARING CENTER
5414 SKIDAWAY ROADSAVANNAHGA31406580656409$7,484FINANCIAL SUPPORT
SAVANNAH TECHNICAL COLLEGE FOUNDATI
5717 WHITE BLUFF ROADSAVANNAHGA314055521581609038$42,000FINANCIAL SUPPORT
SAVANNAH WILDLIFE RESCUE CENTER
2213 ROWLAND AVE STE CSAVANNAHGA31404473796934$101,000FINANCIAL SUPPORT
SENIOR CITIZENS INC
3025 BULL STREETSAVANNAHGA31405580864009$65,800FINANCIAL SUPPORT
SHRINERS HOSPITALS FOR CHILDREN
2900 N ROCKY POINT DRIVETAMPAFL33607362193608$8,225FINANCIAL SUPPORT
SOUTHEASTERN GUIDE DOGS INC
4210 77TH STREET EPALMETTOFL34221592252352$10,000FINANCIAL SUPPORT
ST JOHN'S EPISCOPAL CHURCH
1 WEST MACON STREETSAVANNAHGA31401580692297$60,600FINANCIAL SUPPORT
ST JUDE CHILDREN'S RESEARCH HOSPIT
POST OFFICE BOX 50MEMPHISTN38101620646012$25,000FINANCIAL SUPPORT
ST PETER'S EPISCOPAL CHURCH
3 WEST RIDGE ROADSAVANNAHGA31411581893801$18,523FINANCIAL SUPPORT
ST THOMAS EPISCOPAL CHURCH
2 ST THOMAS AVENUESAVANNAHGA31406580687573$17,000FINANCIAL SUPPORT
TELFAIR MUSEUMS
POST OFFICE BOX 10081SAVANNAHGA31412580610074$96,700FINANCIAL SUPPORT
THARROS PLACE INC
PO BOX 23141SAVANNAHGA31403873134783$371,650FINANCIAL SUPPORT
THE CARTER CENTER
453 JOHN LEWIS FREEDOM PARKWAY NEATLANTAGA30307581454716$20,000FINANCIAL SUPPORT
THE LEUKEMIA & LYMPHOMA SOCIETY
DONOR SERVICESBUFFALONY14222580655290$5,200FINANCIAL SUPPORT
THE LIVING VINE
535 EAST 54TH STREETSAVANNAHGA31405582088326$19,450FINANCIAL SUPPORT
THE OSSABAW ISLAND FOUNDATION
13040 ABERCORN STREET STE 20SAVANNAHGA31419581397054$11,600FINANCIAL SUPPORT
THE SALVATION ARMY
POST OFFICE BOX 23798SAVANNAHGA314033798580660607$43,855FINANCIAL SUPPORT
THE SAVANNAH SCOTTISH GAMES INC
PO BOX 13435SAVANNAHGA31416581514403$66,000FINANCIAL SUPPORT
THE SAVANNAH TREE FOUNDATION
PO BOX 8880SAVANNAHGA31412581494721$14,500FINANCIAL SUPPORT
THOMAS HEYWARD ACADEMY
1727 MALPHRUS ROADRIDGELANDSC29936237075014$100,000FINANCIAL SUPPORT
UNION MISSION INC
120 FAHM STREETSAVANNAHGA31401580827524$142,189FINANCIAL SUPPORT
UNITED FOR LIFE TO HIS GLORY
5302 FREDERICK ST STE 107SAVANNAHGA31405821622301$10,024FINANCIAL SUPPORT
UNITED WAY OF NC
1130 KILDAIRE FARM RDCARYNC27511560564547$7,500FINANCIAL SUPPORT
UNITED WAY OF THE COASTAL EMPIRE I
PO BOX 2946SAVANNAHGA31402580623603$534,363FINANCIAL SUPPORT
UNIVERSITY OF GEORGIA FOUNDATION
1 PRESS PLACE STE 101ATHENSGA30601586033837$58,600FINANCIAL SUPPORT
UNIVERSITY OF VIRGINIA
PO BOX 37963BOONEIA50037546001796$500,000FINANCIAL SUPPORT
USO FORT STEWART
PO BOX 3510FORT STEWARTGA31315131610451$15,000FINANCIAL SUPPORT
VICTOR B JENKINS JR MEMORIAL ATHL
POST OFFICE BOX 14271SAVANNAHGA31416581442013$5,250FINANCIAL SUPPORT
VMI FOUNDATION
PO BOX 932LEXINGTONVA24450540505966$64,608FINANCIAL SUPPORT
WESLEY COMMUNITY CENTERS OF SAVANNA
1601 DRAYTON STREETSAVANNAHGA31401581029611$6,400FINANCIAL SUPPORT
WORLD CENTRAL KITCHEN INC
ATTN DONOR SERVICES TEAMWASHINGTONDC200906538273521132$21,000FINANCIAL SUPPORT
WORLD'S LARGEST SHAMROCK INC
900 MOHAWK ST STE ESAVANNAHGA31419463672387$10,000FINANCIAL SUPPORT
WORMSLOE INSTITUTE FOR ENVIRONMENTA
22 W BRYAN ST PMB 300SAVANNAHGA31401262900532$12,000FINANCIAL SUPPORT
YMCA OF COASTAL GA INC
6400 HABERSHAM ST STE ASAVANNAHGA31405264016312$5,750FINANCIAL SUPPORT

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtSharing Of RevenuesSharingOfRevenuesInd
SIMPSON LAW PC
PRESIDENT$210,900false
JOHN C HELMKEN FOUNDATION
GA MARKET PRESI$51,319false

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART VFormAndLineReferenceDesc
Explanation(A) NAME OF PERSON: SIMPSON LAW, PC (D) DESCRIPTION OF TRANSACTION: OPERATES THE ORGANIZATION UNDER A TURN-KEY MANAGEMENT CONTRACT. THE OWNER AND PRESIDENT, K. RUSSELL SIMPSON, SERVES AS THE PRESIDENT OF THE ORGANIZATION, BUT IS NOT A DIRECTOR. (A) NAME OF PERSON: JOHN C. HELMKEN, FOUNDATION DIRECTOR & ASSISTANT TREASURER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: GEORGIA MARKET PRESIDENT - SOUTH STATE BANK (D) DESCRIPTION OF TRANSACTION; CUSTODIAL AND BANKING SERVICESExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$6,785,016NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE SAVANNAH COMMUNITY FOUNDATION BENEFITS DONORS, DONEES, AND THE COMMUNITY BY PROVIDING A SAFE, SIMPLE, INEXPENSIVE, AND TAX EFFICIENT VEHICLE FOR PHILANTHROPIC CAPITAL ACCUMULATION, INVESTMENT AND DISTRIBUTION TO PUBLIC CHARITIES.
FORM 990, PART VISOME DIRECTORS HAVE BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS IN THE LOCAL COMMUNITY.
FORM 990, PAGE 6, PART VI, LINE 2SIMPSON LAW, PC PRESIDENT
FORM 990, PAGE 6, PART VI, LINE 3INVESTMENT ADVICE IS PROVIDED BY PROFESSIONAL MONEY MANAGERS. THE ORGANIZATION HAS A MANAGEMENT CONTRACT.
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CTHE BOARD OF DIRECTORS DISCUSSES THE CONFLICT OF INTEREST POLICY AND DISCLOSURES OF CONFLICTS AT LEAST ANNUALLY. ALL BOARD OF DIRECTORS SIGN A CONFLICTS OF INTEREST POLICY DOCUMENT THAT IS MAINTAINED IN THE ORGANIZATION'S RECORDS.
FORM 990, PAGE 6, PART VI, LINE 19THE BOARD OF DIRECTORS WILL PROVIDE COPIES OF THE GOVERNING DOCUMENTS POLICIES, AND FINANCIAL STATEMENTS UPON REQUEST.
FORM 990, PART XI, LINE 9INVESTMENT EXPENSES -516,092 INVESTMENT EXPENSES 516,092
FORM 990, PART XIITHE ORGANIZATION HAS NOT CHANGED ANY OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR.

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