BETA

PEGGY JEAN CARUSO FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PEGGY JEAN CARUSO FOUNDATION (EIN 27-3214487)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-08
IRS object ID
201931289349100708
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)
Return2019-05-08T08:49:35-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823662668PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROWN MCDANIEL & LADSONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12545 LAFAYETTE PLAZA DR STE AAddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP317070202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273214487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PEGGY JEAN CARUSO FOUNDATIONBusinessNameLine1Txt
Business Name Line2AB&T TRUST & INVESTMENTSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPEGGBusinessNameControlTxt
Phone2294462265PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 71269AddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP317081269ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABT TRUST INVESTMENTSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2294462265PhoneNum
Signature2019-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM ALAN LADSONPreparerPersonNm
PTINP00155931PTIN
Phone2298881144PhoneNum
Preparation2019-05-07PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.40.234.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-08IPDt
IP Tm08:49:35IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2579D11B0D00E543A341EDA6E06259AED96A3A62AtSubmissionCreationDeviceId
At Submission Filing Device Id2579D11B0D00E543A341EDA6E06259AED96A3A62AtSubmissionFilingDeviceId
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$1,852,343FMVAssetsEOYAmt
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$28,116InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,176InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$28,116InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$18,483DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,483DividendsNetInvstIncmAmt
Dividends Adj Net Incm$18,483DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$12,349NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$546,658GrossSalesPriceAmt
Total Rev And Expnss$58,948TotalRevAndExpnssAmt
Total Net Invst Incm$22,659TotalNetInvstIncmAmt
Total Adj Net Incm$46,599TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$18,802CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,350AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$30OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$21,182TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$91,908ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$91,908ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,090TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$91,908TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$54,142ExcessRevenueOverExpensesAmt
Net Investment Income$22,659NetInvestmentIncomeAmt
Adjusted Net Income$46,599AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$280,780CashBOYAmt
Cash EOY$364,040CashEOYAmt
Cash EOYFMV$364,040CashEOYFMVAmt
Corporate Stock BOY$252,333CorporateStockBOYAmt
Corporate Stock EOY$233,159CorporateStockEOYAmt
Corporate Stock EOYFMV$543,233CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,061,498CorporateBondsBOYAmt
Corporate Bonds EOY$948,301CorporateBondsEOYAmt
Corporate Bonds EOYFMV$945,070CorporateBondsEOYFMVAmt
Total Assets BOY$1,594,611TotalAssetsBOYAmt
Total Assets EOY$1,545,500TotalAssetsEOYAmt
Total Assets EOYFMV$1,852,343TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$862UnrestrictedBOYAmt
Permanently Restricted BOY$1,593,749PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$1,545,500PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,594,611TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,545,500TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,594,611TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,545,500TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,594,611TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$54,142ExcessRevenueOverExpensesAmt
Other Increases$5,031OtherIncreasesAmt
Subtotal$1,545,500SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,545,500TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$92,325AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,846,138NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050010DistributionYr1Rt
Adjusted Qlfy Distri Yr2$93,421AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,853,687NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050397DistributionYr2Rt
Adjusted Qlfy Distri Yr3$97,995AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,867,922NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052462DistributionYr3Rt
Adjusted Qlfy Distri Yr4$99,778AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,971,303NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050615DistributionYr4Rt
Adjusted Qlfy Distri Yr5$101,376AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,002,340NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050629DistributionYr5Rt
Total Distribution0.254113TotalDistributionRt
Average Distribution0.050823AverageDistributionRt
Net Vl Noncharitable Assets$1,856,427NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$94,349AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$227NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$94,576AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$91,908QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$453InvestmentIncomeExciseTaxAmt
Subtotal$453SubtotalAmt
Tax Based On Investment Income$453TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$133EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$133TotalPaymentsAndCreditsAmt
Tax Due$320TaxDueAmt

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 BooksABT TRUST INVESTMENTSIndividualWithBooksNm
Phone2294462265PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12815 MEREDYTH DRIVEAddressLine1Txt
Address Line22815 MEREDYTH DRIVEAddressLine2Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AB&T TRUST & INVESTMENTSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1177AddressLine1Txt
CityTHOMASVILLECityNm
State AbbreviationGAStateAbbreviationCd
ZIP31799ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$18,802CompensationAmt
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$557,139AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$322,410AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,005,148FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,884,697TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,884,697AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,270CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,856,427NetVlNoncharitableAssetsAmt
Minimum Investment Return$92,821MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$92,821MinimumInvestmentReturnAmt
Tax Based On Investment Income$453TaxBasedOnInvestmentIncomeAmt
Total Tax$453TotalTaxAmt
Distributable Before Adj$92,368DistributableBeforeAdjAmt
Distributable Before Ded$92,368DistributableBeforeDedAmt
Distributable As Adjusted$92,368DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,908ExpensesAndContributionsAmt
Qualifying Distributions$91,908QualifyingDistributionsAmt
Adjusted Qualifying Distri$91,908AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,368DistributableAsAdjustedAmt
Undistributed Income PY$91,714UndistributedIncomePYAmt
Qualifying Distributions$91,908QualifyingDistributionsAmt
Applied To Year1$91,714AppliedToYear1Amt
Applied To Current Year$194AppliedToCurrentYearAmt
Undistributed Income CY$92,174UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY INC
8400 SILVER CROSSINGOKLAHOMA CITYOK73162TAX-EXEMPTCHARITABLE$10,212
AMERICAN HEART ASSOCIATION
PO BOX 22035ST PETERSBURGFL33742TAX-EXEMPTCHARITABLE$10,212
AMERICAN VETERANS
3725 ALEXANDRIA PIKECOLD SPRINGKY41076TAX-EXEMPTCHARITABLE$10,212
EASTER SEALS SOUTHERN GA INC
1906 PALMYRA ROADALBANYGA31701TAX-EXEMPTCHARITABLE$10,212
ALBANY HUMANE SOCIETY
PO BOX 3151ALBANYGA31706TAX-EXEMPTCHARITABLE$10,212
NORTH SHORE ANIMAL LEAGUE
16 LEWYT STREETPORT WASHINGTONNY11050TAX-EXEMPTCHARITABLE$10,212
ST JOSEPH'S INDIAN SCHOOL
PO BOX 100CHAMBERLAINSD57325TAX-EXEMPTCHARITABLE$10,212
ST LABRE INDIAN SCHOOL
PO BOX 216ASHLANDMT59003TAX-EXEMPTCHARITABLE$10,212
THE HUMANE SOCIETY OF THE US
2100 L STREET NWWASHINGTONDC20037TAX-EXEMPTCHARITABLE$10,212
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$91,908TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,116RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18,483RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,349RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$58,948RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,948TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3THE INVESTMENTS PROVIDED FUNDS FOR THE EXEMPT PURPOSE OF
4THE FOUNDATION - MAKING CHARITABLE CONTRIBUTIONS TO IRC 501(C)(3) ORGANIZATIONS.

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)
CategoryLADSON & ASSOCIATES, LLCCategoryTxt
Amt$2,350Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AB&T TRUST & INVESTMENTSPURCHASE2018-12$10,496$12,202-$1,706
AB&T TRUST & INVESTMENTSPURCHASE$536,162$522,107$14,055

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$948,301EOYBookValueAmt
EOYFMV$945,070EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS EQUITIESStockNm
EOY Book Value$233,159EOYBookValueAmt
EOYFMV$543,233EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTSDesc
Amt$5,031Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$30Amt

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