THE@JOHN AND MARY NEFF FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE@JOHN AND MARY NEFF FOUNDATION (EIN 58-6403590)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-09
- IRS object ID
- 202512829349100406
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-09T09:28:01-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581707386 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Jackson Group PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 Peachtree St NE Ste 300 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586403590 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND MARY NEFF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 4043784870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1184 | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Consuelo L Kertz | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4043784870 | PhoneNum |
| Signature | 2025-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stuart Alan Jackson | PreparerPersonNm |
| PTIN | P01294629 | PTIN |
| Phone | 4045860050 | PhoneNum |
| Preparation | 2025-10-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,758,284 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $913,523 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $288 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $288 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $292,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,379,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $518,018 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,291,230 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $602,806 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,795 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,897 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,397 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,814 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,907 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,907 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,062 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,062 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $586 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $586 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,159,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,119,304 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$868,027 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $568,354 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,542 | CashBOYAmt |
| Cash EOY | $357,654 | CashEOYAmt |
| Cash EOYFMV | $357,654 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $231,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,307 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $40 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,261 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $40 | AcctRcvblEOYAmt |
| Corporate Stock BOY | $597,061 | CorporateStockBOYAmt |
| Corporate Stock EOY | $556,550 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $742,348 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $254,466 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $99,110 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $153,922 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $1,659,330 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,041,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,448,053 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $322,441 | OtherAssetsBOYAmt |
| Other Assets EOY | $168,250 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,147,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,279,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,758,284 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,147,818 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,279,791 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,147,818 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,279,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,147,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,279,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,147,818 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$868,027 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,279,791 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,279,791 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED STOCKS | P | $371,756 | $344,531 | $27,225 | $27,225 |
| PUBLICLY TRADED STOCKS | D | $2,004,817 | $1,516,974 | $487,843 | $487,843 |
| Capital Gains Dividends | P | $2,950 | $2,950 | $2,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $518,018 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,900 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,900 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,900 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,745 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,245 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $345 | OverpaymentAmt |
| Applied To ES Tax | $345 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4043784870 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1184 | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Connie L Kertz | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1184 | AddressLine1Txt |
| City | Decatur | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $25,795 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,810,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $679,388 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,490,268 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,490,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,437,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,896 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,900 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,900 | TotalTaxAmt |
| Distributable Before Adj | $163,996 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $163,996 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $163,996 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,119,304 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,119,304 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,996 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $124 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $134 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $77,525 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,611,761 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,753,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,119,304 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $163,996 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,955,308 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,708,858 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $124 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,708,734 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $134 | ExcessFromYear4Amt |
| Excess From Year3 | $77,525 | ExcessFromYear3Amt |
| Excess From Year2 | $64,006 | ExcessFromYear2Amt |
| Excess From Year1 | $1,611,761 | ExcessFromYear1Amt |
| Excess From Current Year | $1,955,308 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | |||||||
| 1250 I STREET NWSUITE 500 | WASHINGTON DC | DC | 20005 | N/A | PC | To envision a healthy population with reduced impact and burden of preventable diseases and an equitable food system that makes healthy, sustainable food accessible to all. | $750,000 |
| COMMUNITY FOUNDATION OF GREATER ATLANTA | |||||||
| 191 PEACHTREE ST NE STE 1000 | ATLANTA | GA | 30303 | N/A | PF | Enhance the quality of life in Atlanta by providing expert philanthropic services. | $250,000 |
| FOOD WELL ALLIANCE | |||||||
| 970 JEFFERSON ST NW SUITE 2 | ATLANTA | GA | 30318 | N/A | PC | To provide resources and support to local Georgia growers to connect and build healthier communities through an equitable, local food ecosystem in which everyone can participate and benefit. | $5,000 |
| GEORGIA ORGANICS | |||||||
| 200 OTTLEY DR NE A | ATLANTA | GA | 30324 | N/A | PC | To invest in Georgia's organic farmers for the health of our communities and the land. | $5,000 |
| GOOD SAMARITAN HEALTH CENTER | |||||||
| 1015 DONALD LEE HOLLOWELL PKWY | ATLANTA | GA | 30318 | N/A | PC | Work to remove the barriers preventing low-income families from obtaining access to quality healthcare in the Atlanta area. | $10,000 |
| HORIZONS ATLANTA | |||||||
| 505 10TH ST NW 3217 | ATLANTA | GA | 30318 | N/A | PC | to support a six-week summer learning experience that supports students from underserved communities throughout their K-12 academic careers | $20,000 |
| MATHMATICAL ASSOC OF AMERICA | |||||||
| P O BOX 90973 | WASHINGTON | DC | 20077 | N/A | PC | Public policy efforts to recruit and retain minority and female students into undergraduate mathematics and mathematics-intensive fields. | $100,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | to preserve unimpaired the natural and cultural resources and values of the National Park System for the enjoyment, education, and inspiration of this and future generations. | $10,000 |
| SOCIETY FOR SCIENCE & THE PUBLIC | |||||||
| 1719 N Street NW | WASHINGTON DC | DC | 20036 | N/A | PC | To promote the understanding and appreciation of science and the vital role it plays in human advancement: to inform, educate, and inspire. | $200,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | N/A | PC | to use rigorous, independent science to solve our planet's most pressing problems | $750,000 |
| WHOLESOME WAVE GEORGIA | |||||||
| 777 CLEVELAND AVE SW 400 | ATLANTA | GA | 30315 | N/A | PC | to make fresh, healthy, locally grown food affordable for all Georgians and match the value of SNAP/EBT (commonly referred to as food stamps) on fruit and vegetable purchases. That means families who spend $10 using SNAP/EBT receive $20 of locally-grown food. | $5,000 |
| WYLDE CENTER | |||||||
| 435 OAKVIEW RD | DECATUR | GA | 30030 | N/A | PC | To support resilient communities by connecting people to nature through environmental education and public greenspaces: Oakhurst Garden, Sugar Creek Garden, Hawk Hollow, Edgewood Community Learning Garden, and the Mulberry Fields Garden in four different Decatur and Atlanta neighborhoods. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,110,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $288 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $292,919 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $377,707 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $377,707 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MARY M NEFF TRUST | ||||||
| 1 | P O BOX 1184 | DECATUR | GA | 30031 | $81,471 | Yes (X) |
| MARY M NEFF TRUST | ||||||
| 2 | P O BOX 1184 | DECATUR | GA | 30031 | $832,051 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3M STOCK | $81,471 | 2024-05-29 |
| 2 | MFX MASSACHUSETTS INV GR STK A:MIGFX | $832,051 | 2024-07-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THE JACKSON GROUP, PC | CategoryTxt |
| Amt | $3,814 | Amt |
| Net Investment Income | $1,907 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,907 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 21.000 | $2,439 | $3,732 |
| ACCENTURE PLC - 6.000 | $1,913 | $2,111 |
| ADOBE INC - 8.000 | $4,398 | $3,557 |
| ADVANCED MICRO SERVICES - 24.000 | $2,038 | $2,899 |
| ALIGN TECHNOLOGY INC - 18.000 | $6,733 | $3,753 |
| ALPHABET INC CL C - 97.000 | $12,418 | $18,473 |
| ALPHABET INC CL C - 84.000 | $10,827 | $15,997 |
| AMAZON.COM INC - 137.000 SHS | $24,281 | $30,056 |
| APPLE INC - 88.000 | $12,988 | $22,037 |
| APPLE INC - 85.000 | $12,714 | $21,286 |
| ARISTA NETWORKS INC - 62.000 | $1,415 | $6,853 |
| BLACKROCK INC - 4.000 | $3,415 | $4,100 |
| BLACKSTONE INC - 34.000 | $3,037 | $5,862 |
| BOEING CO - 22.000 | $3,617 | $3,894 |
| BOSTON SCIENTIFIC CORP - 52.000 | $2,225 | $4,645 |
| BROADCOM INC - 50.000 | $2,380 | $11,592 |
| BROADCOM INC - 47.000 | $2,237 | $10,896 |
| CADENCE DESIGN SYSTEMS INC - 13.000 | $2,767 | $3,906 |
| CANADIAN PAC RY LTD - 57.000 | $4,237 | $4,125 |
| CELANESE CORP - 33.000 | $4,352 | $2,284 |
| CHIPOTLE MEXICAN GRILL INC - 86.000 | $2,917 | $5,186 |
| CISCO SYSTEMS INC - 67.000 | $3,658 | $3,966 |
| CITIGROUP INC - 81.000 | $4,441 | $5,702 |
| COGNIZANT TECH SOLUTIONS CRP - 30.000 | $2,169 | $2,307 |
| CONSTELLATION BRANDS INC - 11 | $2,454 | $2,431 |
| DANAHER CORP - 14.000 | $3,572 | $3,214 |
| DEXCOM INC - 44.000 | $4,955 | $3,422 |
| EATON CORP PLC - 14.000 | $2,151 | $4,646 |
| ECOLAB INC - 15.000 | $2,796 | $3,515 |
| ELI LILLY & CO - 7.000 | $1,622 | $5,404 |
| ELI LILLY & CO - 8.000 | $1,859 | $6,176 |
| FORTUNE BRANDS HOME & SECURITY - 42.000 | $3,305 | $2,870 |
| GARMIN LTD - 19.000 | $2,287 | $3,919 |
| HOME DEPOT INC 11.000 | $3,471 | $4,279 |
| INTERCONTINENTAL EXCHANGE INC - 19.000 | $2,238 | $2,831 |
| INTUITIVE SURGICAL INC 12.000 | $2,155 | $4,698 |
| JPMORGAN CHASE & CO - 35.000 | $4,902 | $8,390 |
| LAM RESEARCH CORP - 47.000 | $2,668 | $3,395 |
| MANULIFE FINANCIAL CORP - 261.000 | $2,434 | $4,115 |
| MCDONALDS CORP - 13.000 | $3,656 | $3,769 |
| MERCK & CO - 40.000 | $3,141 | $3,979 |
| META PLATFORMS INC - 20.000 | $3,471 | $11,710 |
| META PLATFORMS INC - 23.000 | $6,836 | $13,467 |
| MICROSOFT CORP - 47.000 | $13,604 | $19,811 |
| MICROSOFT CORP - 57.000 | $16,769 | $24,025 |
| MONDELEZ INTL INC - 41.000 | $2,623 | $2,449 |
| MORGAN STANLEY - 29.000 | $2,688 | $3,646 |
| NETFLIX INC - 6.000 | $2,226 | $5,348 |
| NVIDIA CORP - 219.000 | $5,529 | $29,410 |
| OKTA INC - 40.000 | $5,422 | $3,152 |
| PALO ALTO NETWORKS INC - 18.000 | $1,484 | $4,367 |
| POOL CORP - 7.000 | $3,191 | $2,387 |
| REGIONS FINL CORP NEW COM 136.000 | $2,625 | $3,199 |
| RTX CORP - 38.000 | $3,282 | $4,397 |
| S&P GLOBAL INC - 6.000 | $2,489 | $2,988 |
| SALESFORCE COM INC - 25.000 | $3,093 | $4,681 |
| SERVICENOW INC - 5.000 | $2,824 | $5,301 |
| STARBUCKS CORP COM - 30.000 | $2,996 | $2,738 |
| SUNCOR ENERGY INC - 157.000 | $3,974 | $5,602 |
| TARGET CORP - 17.000 | $3,530 | $2,298 |
| TE CONNECTIVITY LTD - 23.000 | $2,829 | $2,859 |
| THERMO FISHER SCIENTIFIC INC - 5.000 | $2,694 | $2,601 |
| TOTALENERGIES SE - 87.000 | $4,183 | $4,742 |
| TOUCHSTONE MID CAP FD - 1821.712 | $85,409 | $101,141 |
| TRACTOR SUPPLY CO - 50.000 | $1,898 | $2,653 |
| TRADE DESK INC - 34.000 | $2,194 | $3,996 |
| TRANSDIGM GROUP INC - 2.000 | $1,270 | $2,535 |
| TRIMBLE INC - 48.000 | $3,065 | $2,897 |
| ULTA BEAUTY INC - 8.000 | $2,837 | $3,479 |
| UNILEVER PLC - 28.000 | $2,774 | $3,119 |
| UNION PACIFIC CORP - 15.000 | $3,476 | $3,421 |
| UNITED PARCEL SERVICE - CL B - 23 | $4,854 | $3,657 |
| UNITEDHEALTH GROUP INC - 10.000 | $5,082 | $5,059 |
| VANGUARD MIDCAP VIPER - 200.000 | $44,618 | $52,826 |
| VERTEX PHARMACEUTICALS INC - 11.000 | $1,903 | $3,624 |
| VISA INC - 23.000 | $5,361 | $7,269 |
| VISA INC - 16.000 | $3,606 | $5,057 |
| WASTE MGMT INC - 23.000 | $2,487 | $3,430 |
| XPO LOGISTICS INC - 31.000 | $1,184 | $4,066 |
| HILTON WORLDWIDE HOLDINGS INC - 16.000 | $3,344 | $3,955 |
| CORPAY INC - 13.000 | $3,277 | $4,399 |
| MARSH & MCLENNAN COS INC - 13.000 | $2,886 | $2,761 |
| NEUROCRINE BIOSCIENCE INC COM - 16.000 | $2,206 | $2,184 |
| UNITEDHEALTH GROUP INC - 13.000 | $5,758 | $6,576 |
| ANALOG DEVICES INC - 14.000 | $3,178 | $2,974 |
| ANALOG DEVICES INC - 14.000 | $3,306 | $2,974 |
| COSTAR GROUP, INC - 40.000 | $3,443 | $2,864 |
| DATADOG INC - 36.000 | $4,494 | $5,144 |
| KEYSIGHT TECHNOLOGIES INC - 16.000 | $2,756 | $2,570 |
| ISHARES MSCI INDIA ETF - 400.000 | $22,062 | $21,056 |
| GOLDMAN SACHS GQG PARTNERS INTL OPPORTUNITIES - 594.713 | $13,500 | $11,627 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - 260.000 | $13,495 | $13,577 |
| T ROWE PRICE OVERSEAS STOCK FUND CL I 1040.061 | $13,500 | $13,032 |
| VERTIV HOLDINGS LLC - 34.000 | $2,336 | $3,863 |
| ADOBE INC - 8.000 | $3,347 | $3,113 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CSX | AT COST | $524,248 | $566,781 |
| EXXON MOBIL | AT COST | $275,104 | $635,792 |
| FPA NEW INCOME FUND 19455.090 | AT COST | $188,000 | $190,076 |
| T ROWE PRICE INSTITUTIONAL FLOAT 5838.116 | AT COST | $54,528 | $55,404 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CSX - PRECONTRIBUTION GAIN | $141,381 | $76,256 | $0 |
| EXXON MOBIL - PRECONTRIBUTION GAIN | $181,060 | $98,084 | $0 |
| RETURN OF CAPITAL ADJ | -$6,090 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO | CategoryTxt |
| Amt | $19,062 | Amt |
| Net Investment Income | $19,062 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN/ADR | $586 | $586 | $0 |
| FEDERAL EXCISE TAX | $0 | $0 | $0 |
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