THE ANISE WALLACE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE ANISE WALLACE FOUNDATION (EIN 58-6468784)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-12
IRS object ID
201922559349100802
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)
Return2019-09-12T14:21:13-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581971018PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHALEY HAMMONDS TOMASELLO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 WESTRIDGE IND BLVD SUITE 200AddressLine1Txt
CityMCDONOUGHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30253ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586468784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANISE WALLACE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANISBusinessNameControlTxt
Phone4048420013PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROAD NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRAD FERGUSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4048420013PhoneNum
Signature2019-07-23SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY W HAMMONDSPreparerPersonNm
PTINP00001622PTIN
Phone7709141040PhoneNum
Preparation2019-07-23PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-12IPDt
IP Tm14:21:13IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6A35B3A3FE153A448F96A347BABD0EEAB6CA949CAtSubmissionCreationDeviceId
At Submission Filing Device IdD64242184EE8A3A03DEF72AE2B28C22F13E5CDB4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$647,725FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$48InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$48InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$49,413DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,413DividendsNetInvstIncmAmt
Dividends Adj Net Incm$49,413DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$14,434NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$36,001GrossSalesPriceAmt
Total Rev And Expnss$63,895TotalRevAndExpnssAmt
Total Net Invst Incm$49,461TotalNetInvstIncmAmt
Total Adj Net Incm$49,461TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$11,124CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$584OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$12,958TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,408TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$23,487ExcessRevenueOverExpensesAmt
Net Investment Income$49,461NetInvestmentIncomeAmt
Adjusted Net Income$49,461AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,396SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,036SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,036SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$591,944CorporateStockBOYAmt
Corporate Stock EOY$619,791CorporateStockEOYAmt
Corporate Stock EOYFMV$642,689CorporateStockEOYFMVAmt
Total Assets BOY$601,340TotalAssetsBOYAmt
Total Assets EOY$624,827TotalAssetsEOYAmt
Total Assets EOYFMV$647,725TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$601,340RetainedEarningBOYAmt
Retained Earning EOY$624,827RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$601,340TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$624,827TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$601,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$624,827TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$601,340TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$23,487ExcessRevenueOverExpensesAmt
Subtotal$624,827SubtotalAmt
Tot Net Ast Or Fund Balances EOY$624,827TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,889AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$689,036NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.072404DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,704AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$632,584NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045376DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,033AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$674,055NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.057908DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,978AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$686,861NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059660DistributionYr4Rt
Adjusted Qlfy Distri Yr5$52,557AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$640,500NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.082056DistributionYr5Rt
Total Distribution0.317404TotalDistributionRt
Average Distribution0.063481AverageDistributionRt
Net Vl Noncharitable Assets$723,990NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$45,960AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$495NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$46,455AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$27,450QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$989InvestmentIncomeExciseTaxAmt
Subtotal$989SubtotalAmt
Tax Based On Investment Income$989TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$16EsPenaltyAmt
Tax Due$1,005TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRAD FERGUSONIndividualWithBooksNm
Phone4047486287PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBRAD FERGUSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$11,124CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$727,101AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,914AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$735,015TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$735,015AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,025CashDeemedCharitableAmt
Net Vl Noncharitable Assets$723,990NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,200MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,200MinimumInvestmentReturnAmt
Tax Based On Investment Income$989TaxBasedOnInvestmentIncomeAmt
Total Tax$989TotalTaxAmt
Distributable Before Adj$35,211DistributableBeforeAdjAmt
Distributable Before Ded$35,211DistributableBeforeDedAmt
Distributable As Adjusted$35,211DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,450ExpensesAndContributionsAmt
Qualifying Distributions$27,450QualifyingDistributionsAmt
Adjusted Qualifying Distri$27,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,211DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$10,167ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,300ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$60,467TotalExcessDistributionCyovAmt
Qualifying Distributions$27,450QualifyingDistributionsAmt
Treated As Distri From Corpus$27,450TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$35,211ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$35,211ExcessDistributionCyovAppCYAmt
Total Corpus$52,706TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$52,706ExcessDistriCyovToNextYrAmt
Excess From Year1$25,256ExcessFromYear1Amt
Excess From Current Year$27,450ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRAD FERGUSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINEAddressLine1Txt
Address Line2VALLEY ROADAddressLine2Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4047486287RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMS OR MATERIALS ARE REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UGAA
ATLANTAATLANTAGA30303GENERAL SUPPORT$4,250
FIRST PRESBYTERIAN CHURCH OF ATLANT
ATLANTAATLANTAGA30303GENERAL SUPPORT$11,650
AIS
ATLANTAATLANTAGA30303GENERAL SUPPORT$5,000
AGAPE FAMILY & YOUTH CENTER
ATLANTAATLANTAGA30303GENERAL SUPPORT$250
PASSION CITY CHURCH
ATLANTAATLANTAGA30303GENERAL SUPPORT$300
THE LOVETT SCHOOL
ATLANTAATLANTAGA30327GENERAL SUPPORT$5,000
WELLSTAR FOUNDATION
MARIETTAMARIETTAGA30066GENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,413ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,434RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$49,461ExclusionAmt
Related Or Exempt Function Incm$14,434RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,895TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,250Amt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
Election50300ElectionDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMERN GROW FD OF AMCA APURCHASE$34,995$20,747$14,248
AMERN GROW FD OF AMCA APURCHASE$5$4$1
AMERICAN SM CP WRLD FD APURCHASE$959$781$178
AMERICAN SMALL CAP WORLDPURCHASE$36$29$7
AMERICAN SM CP WRLD FD APURCHASE$6$6

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CAPITAL WORLD GROWTH & INC.$62,848$65,230
AMERICAN CAPITAL INCOME BUILDER$179,984$172,874
AMERICAN CAPITAL SMALL WORLD$94,081$103,215
AMERICAN FUNDAMENTAL INVESTORS$77,738$68,781
GROWTH FUND OF AMERICA$205,140$232,589

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$584

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