PRUITT PRIVATE FOUNDATION TRUST REV TR CREATED AGREEMENT 052197: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PRUITT PRIVATE FOUNDATION TRUST REV TR CREATED AGREEMENT 052197 (EIN 58-6343480)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-03
- IRS object ID
- 201911549349100321
- 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
- Accounting Fees Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-03T12:51:33-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452260375 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & FIELDS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 EAST DOYLE ST | AddressLine1Txt |
| City | TOCCOA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 305772105 | 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 | 586343480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRUITT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRUI | BusinessNameControlTxt |
| Phone | 6785336745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2367 | AddressLine1Txt |
| City | NORCROSS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30091 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY W PRUITT | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2019-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J SAM JOHNSON CPA | PreparerPersonNm |
| PTIN | P00117357 | PTIN |
| Phone | 7068863173 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 |
| Dividends Rev And Expnss | $41,717 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,717 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $41,717 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $148,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $236,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,704 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $218 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $190,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,421 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,935 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,267 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $6,214 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $876 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $11,607 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $101,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $190,421 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,935 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,724 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,640 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $1,395,259 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,334,829 | CorporateStockEOYAmt |
| Total Assets BOY | $1,398,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,341,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $185,954 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,626 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $185,954 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,626 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,213,029 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,314,843 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,213,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,314,843 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,398,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,341,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,213,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $101,814 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,314,843 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,314,843 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AT&T | P | 2000-01-27 | 2018-06-15 | $6 | $8 | -$2 | -$2 |
| BB&T CORP | P | 2005-02-28 | 2018-06-26 | $173,226 | $33,446 | $139,780 | $139,780 |
| TIME INC | P | 2000-01-27 | 2018-02-02 | $1,388 | $2,904 | -$1,516 | -$1,516 |
| TIME WARNER INC NEW | P | 2000-01-27 | 2018-06-15 | $32,250 | $32,250 | ||
| DENTSPLY SIRONA INC | P | 2018-01-24 | 2018-09-27 | $339 | $502 | -$163 | -$163 |
| PRAXAIR INC | P | 2018-02-06 | 2018-10-31 | $1,635 | $1,533 | $102 | $102 |
| SPLUNK INC | P | 2017-05-26 | 2018-05-08 | $655 | $376 | $279 | $279 |
| ADOBE SYSTEMS | P | 2015-08-25 | 2018-05-11 | $1,161 | $384 | $777 | $777 |
| APPLE INC | P | 2014-07-01 | 2018-12-03 | $618 | $282 | $336 | $336 |
| BIOVERATIV INC | P | 2016-02-03 | 2018-01-22 | $726 | $251 | $475 | $475 |
| CHIPOTLE MEXICAN GRILL INC | P | 2016-12-12 | 2018-08-23 | $518 | $381 | $137 | $137 |
| CREE RESEARCH INC | P | 2011-06-16 | 2018-03-07 | $128 | $111 | $17 | $17 |
| DENTSPLY SIRONA INC | P | 2017-01-17 | 2018-09-27 | $1,105 | $1,746 | -$641 | -$641 |
| DISCOVERY INC SER A | P | 2015-05-12 | 2018-09-13 | $449 | $450 | -$1 | -$1 |
| FREEPORT-MCMORAN | P | 2015-03-04 | 2018-03-22 | $128 | $144 | -$16 | -$16 |
| GARRETT MOTION INC | P | 2017-09-15 | 2018-10-02 | $30 | $25 | $5 | $5 |
| MCCORMICK AND CO NON VOTING | P | 2017-10-04 | 2018-12-03 | $452 | $299 | $153 | $153 |
| MICROSOFT CORP | P | 2015-03-03 | 2018-09-25 | $1,255 | $476 | $779 | $779 |
| MONSANTO CO NEW | P | 2016-11-16 | 2018-02-21 | $1,083 | $1,030 | $53 | $53 |
| NVENT ELECTRIC PLC | P | 2017-03-15 | 2018-09-27 | $405 | $278 | $127 | $127 |
| PALO ALTO NETWORKS INC | P | 2016-12-05 | 2018-09-12 | $661 | $408 | $253 | $253 |
| RED HAT INC | P | 2014-07-01 | 2018-12-06 | $2,020 | $610 | $1,410 | $1,410 |
| RESIDEO TECHNOLOGIES INC | P | 2017-09-15 | 2018-11-01 | $67 | $67 | ||
| ROCKWELL COLLINS INC | P | 2016-10-26 | 2018-02-23 | $2,446 | $1,619 | $827 | $827 |
| TWITTER INC | P | 2016-01-13 | 2018-06-05 | $2,260 | $1,573 | $687 | $687 |
| UNITED PARCEL SER INC | P | 2011-03-16 | 2018-09-04 | $248 | $142 | $106 | $106 |
| UNITEDHEALTH GP INC | P | 2013-10-21 | 2018-12-04 | $1,127 | $274 | $853 | $853 |
| VMWARE INC CLASS A | P | 2015-12-10 | 2018-03-15 | $501 | $315 | $186 | $186 |
| WW GRAINGER INC | P | 2014-01-10 | 2018-08-15 | $356 | $265 | $91 | $91 |
| WEATHERFORD INTERNATIONAL | P | 2016-09-13 | 2018-05-09 | $539 | $1,558 | -$1,019 | -$1,019 |
| WESTERN DIGITAL CORPORATION | P | 2015-12-03 | 2018-03-19 | $206 | $126 | $80 | $80 |
| ZOETIS INC CLASS A | P | 2016-03-15 | 2018-12-04 | $828 | $376 | $452 | $452 |
| AKAMAI TECHNOLOGIES INC | P | 2009-07-30 | 2018-05-03 | $356 | $83 | $273 | $273 |
| AUTODESK INC DELAWARE | P | 2006-09-05 | 2018-08-27 | $772 | $170 | $602 | $602 |
| BIOVERATIV INC | P | 2004-01-28 | 2018-01-22 | $311 | $31 | $280 | $280 |
| CREE RESEARCH INC | P | 2002-09-09 | 2018-05-29 | $282 | $80 | $202 | $202 |
| CVS HEALTH CORP COM | P | 2010-11-18 | 2018-05-10 | $1,799 | $845 | $954 | $954 |
| EBAY INC | P | 2010-08-09 | 2018-06-28 | $1,506 | $403 | $1,103 | $1,103 |
| FREEPORT-MCMORAN | P | 2009-07-09 | 2018-03-22 | $147 | $197 | -$50 | -$50 |
| HOME DEPOT INC | P | 2008-01-14 | 2018-03-15 | $557 | $76 | $481 | $481 |
| IMMUNOGEN INC | P | 2010-10-19 | 2018-03-19 | $161 | $116 | $45 | $45 |
| L3 TECHNOLOGIES INC COM | P | 2001-05-25 | 2018-04-03 | $415 | $80 | $335 | $335 |
| MONSANTO CO | P | 2010-10-04 | 2018-02-12 | $481 | $272 | $209 | $209 |
| PAYPAL HOLDINGS INC | P | 2007-03-14 | 2018-06-05 | $594 | $130 | $464 | $464 |
| WEATHERFORD INTERNATIONAL | P | 2002-06-27 | 2018-05-09 | $345 | $1,146 | -$801 | -$801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,704 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $218 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,587,100 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03970 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,289 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,237,384 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04953 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $61,125 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,270,597 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04811 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $57,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,236,669 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04609 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,131,351 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04596 | DistributionYr5Rt |
| Total Distribution | 0.229388 | TotalDistributionRt |
| Average Distribution | 0.045878 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,603,655 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $73,572 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,904 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,476 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $77,000 | 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 | $1,904 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,904 | SubtotalAmt |
| Tax Based On Investment Income | $1,904 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,904 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY W PRUITT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6785336745 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1626 JEURGENS COURT | AddressLine1Txt |
| City | NORCROSS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30093 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NEIL L PRUITT JR | ||||||
| PO BOX 1155 | TOCCOA | GA | 30577 | Trustee | 0.00 | $0 |
| NANCY W PRUITT | ||||||
| PO BOX 1155 | TOCCOA | GA | 30577 | Chairman | 0.00 | $0 |
| LISA P HAMBY | ||||||
| PO BOX 1155 | TOCCOA | GA | 30577 | Trustee | 0.00 | $0 |
| J PAIGE PRUITT | ||||||
| PO BOX 1155 | TOCCOA | GA | 30577 | Trustee | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,623,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,600 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,628,076 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,628,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,603,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,183 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,183 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,904 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,904 | TotalTaxAmt |
| Distributable Before Adj | $78,279 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,279 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,279 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $77,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,904 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,096 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,279 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $76,906 | UndistributedIncomePYAmt |
| Qualifying Distributions | $77,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,906 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $78,185 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PRUITT CARES FOUNDATION | |||||||
| 1626 JEURGENS COURT | NORCROSS | GA | 30093 | NONE | N/A | GENERAL BUDGET | $3,000 |
| TALLULAH FALL METHODIST CHURCH | |||||||
| 204 CHURCH STREET | TALLULAH FALLS | GA | 30573 | NONE | N/A | CEMETERY FUND | $500 |
| LAKE RABUN ASSOC FOUNDATION | |||||||
| PO BOX 490 | LAKEMONT | GA | 30552 | NONE | N/A | GENERAL BUDGET | $1,000 |
| ST JUDE'S CHILDRENS' RESEARCH | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | N/A | GENERAL BUDGET | $2,000 |
| LAKEMONT-WILEY FIRE DEPARTMENT | |||||||
| HWY 441 | WILEY | GA | 30581 | NONE | N/A | GENERAL FUND | $3,500 |
| HOLY INNOCENTS EPISCOPAL SCHOOL | |||||||
| 805 MOUNT VERNON HWY NW | ATLANTA | GA | 30327 | NONE | N/A | GENERAL FUND | $30,000 |
| SALVATION ARMY | |||||||
| 348 E FRANKLIN STREET | TOCCOA | GA | 30577 | NONE | N/A | GENERAL FUND | $500 |
| LAKEVIEW ACADEMY | |||||||
| 796 LAKEVIEW DRIVE | GAINESVILLE | GA | 30501 | NONE | N/A | GENERAL BUDGET | $15,000 |
| RABUN GAP PRESBYTERIAN CHURCH | |||||||
| 8397 WOLFFORK ROAD | RABUN GAP | GA | 30568 | NONE | N/A | BUILDING FUND | $20,000 |
| RICHARD'S KIDS INC - CLAYTON | |||||||
| 47 DEER HILL ROAD | CLAYTON | GA | 30525 | NONE | N/A | GENERAL FUND | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $41,717 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $148,704 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $190,421 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,421 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Portfolio Credit Line | Desc |
| BOY Book Value | $185,954 | BOYBookValueAmt |
| EOY Book Value | $26,626 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Mgt Fees | CategoryTxt |
| Amt | $2,267 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $876 | Amt |
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