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WILLIAM M HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WILLIAM M HARRIS FAMILY FOUNDATION (EIN 58-1422604)
Tax period
2017-01-01 to 2017-12-31
Filed
2019-09-10
IRS object ID
201942539349100504
Schema version
2017v2.3
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)
Return2019-09-10T09:37:35-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN571157523PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAW APRIO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1FIVE CONCOURSE PARKWAY SUITE 1000AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30328ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN581422604EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM M HARRIS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone7707409782PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 HOUZE WAY SUITE D-9AddressLine1Txt
CityROSWELLCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30076ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEANE MINKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7707409782PhoneNum
Signature2018-10-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISA BEAUCHAMP EAPreparerPersonNm
PTINP01647853PTIN
Phone4048929651PhoneNum
Preparation2018-10-18PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address208.87.234.180IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-18IPDt
IP Tm08:00:41IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDDD494BD41BDDE2076716C3FBFD97C0121DC10D6AtSubmissionCreationDeviceId
At Submission Filing Device Id9BC931C47D371216019AAE596F7FE30E6EB5FB0AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,834,764FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$294,306DividendsRevAndExpnssAmt
Dividends Net Invst Incm$294,306DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$491,510NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,560,387GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$491,510CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$34,589OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$34,589OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$820,405TotalRevAndExpnssAmt
Total Net Invst Incm$820,405TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$13,523CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,761CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$6,762CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,050LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,025LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,025LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$41,709OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$41,709OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$22,076TaxesRevAndExpnssAmt
Taxes Net Invst Incm$525TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$697TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$696DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$6,926OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$6,926OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$197TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$197TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,623OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,623OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$100,300TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$54,270TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$24,480TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$824,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$824,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$924,300TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$54,270TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$848,480TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$103,895ExcessRevenueOverExpensesAmt
Net Investment Income$766,135NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,391CashBOYAmt
Cash EOY$5,659CashEOYAmt
Cash EOYFMV$5,659CashEOYFMVAmt
Sav And Temp Cash Invst BOY$86,229SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$54,792SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$54,792SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,548,752CorporateStockBOYAmt
Corporate Stock EOY$2,293,421CorporateStockEOYAmt
Corporate Stock EOYFMV$5,018,021CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,429,908CorporateBondsBOYAmt
Corporate Bonds EOY$1,840,373CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,852,769CorporateBondsEOYFMVAmt
Other Investments BOY$1,585,731OtherInvestmentsBOYAmt
Other Investments EOY$1,356,567OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,903,523OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$6,557LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,557LandBldgEquipAccumDeprecAmt
Land BOY$696LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Total Assets BOY$5,654,707TotalAssetsBOYAmt
Total Assets EOY$5,550,812TotalAssetsEOYAmt
Total Assets EOYFMV$8,834,764TotalAssetsEOYFMVAmt
Accounts Payable BOY$323AccountsPayableBOYAmt
Accounts Payable EOY$323AccountsPayableEOYAmt
Total Liabilities BOY$323TotalLiabilitiesBOYAmt
Total Liabilities EOY$323TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,654,384UnrestrictedBOYAmt
Unrestricted EOY$5,550,489UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,654,384TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,550,489TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,654,707TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,550,812TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,654,384TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$103,895ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,550,489SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,550,489TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCHARLES SCHWABPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,560,387GrossSalesPriceAmt
Cost Or Other Basis$1,068,877CostOrOtherBasisAmt
Gain Or Loss$491,510GainOrLossAmt
Gains Minus Excess Or Losses$491,510GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$491,510CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$652,975AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,041,524NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.081200DistributionYr1Rt
Adjusted Qlfy Distri Yr2$569,092AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,064,717NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070566DistributionYr2Rt
Adjusted Qlfy Distri Yr3$619,901AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,814,913NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.079323DistributionYr3Rt
Adjusted Qlfy Distri Yr4$731,691AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,261,262NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.116860DistributionYr4Rt
Adjusted Qlfy Distri Yr5$735,239AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,690,806NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.109888DistributionYr5Rt
Total Distribution0.457837TotalDistributionRt
Average Distribution0.091567AverageDistributionRt
Net Vl Noncharitable Assets$8,863,728NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$811,625AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,661NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$819,286AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$848,480QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7,661InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,661SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,661TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,700EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,700TotalPaymentsAndCreditsAmt
Es Penalty$76EsPenaltyAmt
Overpayment$2,963OverpaymentAmt
Applied To ES Tax$2,963AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressEAGLESFOUNDA@MINDSPRING.COMWebsiteAddressTxt
Individual With BooksJANE GOODWINIndividualWithBooksNm
Phone7706411927PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 HOUZE ROAD SUITE D-9AddressLine1Txt
CityROSWELLCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30076ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR DEANE MINK
409 NORTHSIDE DRIVEVALDOSTAGA31602PRESIDENT2.00$0$0$0
DR VINCENT ERARIO
1269 BARCLAY CIRCLEMARIETTAGA30060VICE CHAIRMAN2.00$0$0$0
JANE GOODWIN
600 HOUZE ROAD SUITE D-9ROSWELLGA30076SECRETARY/TREASURER10.00$13,523$0$0
DR JERRY HARDEE
1269 BARCLAY CIRCLEMARIETTAGA30060BOARD MEMBER2.00$0$0$0
DR TOM MORGAN
1350 YOUNGS FARM ROADCEDARTOWNGA30125BOARD MEMBER2.00$0$0$0
EDWIN STAUB
PO BOX 7200CHESTNUT MTNGA30502BOARD MEMBER2.00$0$0$0
JAMES MCDONALD
2501 WEST 84TH STREETBLOOMINGTONMN55431BOARD MEMBER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ORGANIZATION PROMOTES CHIROPRACTIC EDUCATION THROUGH ITS GRANTS AND CONTRIBUTIONS TO VARIOUS CHIROPRACTIC COLLEGES AND EDUCATIONAL ORGANIZATIONS.Description1Txt
Expenses1$658,500Expenses1Amt
Description2THE ORGANIZATION PROMOTES CERTAIN HUMANITARIAN ACTIVITIES THROUGH GRANTS AND CONTRIBUTIONS TO VARIOUS SOCIAL SERVICE ORGANIZATIONS.Description2Txt
Expenses2$165,500Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,620,070AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$233,947AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$144,692FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,998,709TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,998,709AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$134,981CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,863,728NetVlNoncharitableAssetsAmt
Minimum Investment Return$443,186MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$443,186MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,661TaxBasedOnInvestmentIncomeAmt
Total Tax$7,661TotalTaxAmt
Distributable Before Adj$435,525DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$435,525DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$435,525DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$848,480ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$848,480QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7,661PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$840,819AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$435,525DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$405,565ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$423,990ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$235,976ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$172,937ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$261,525ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,499,993TotalExcessDistributionCyovAmt
Qualifying Distributions$848,480QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$435,525AppliedToCurrentYearAmt
Remaining Distri From Corpus$412,955RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,912,948TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$405,565ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,507,383ExcessDistriCyovToNextYrAmt
Excess From Year4$423,990ExcessFromYear4Amt
Excess From Year3$235,976ExcessFromYear3Amt
Excess From Year2$172,937ExcessFromYear2Amt
Excess From Year1$261,525ExcessFromYear1Amt
Excess From Current Year$412,955ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJANE GOODWINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1600 HOUZE WAY SUITE D-9AddressLine1Txt
CityROSWELLCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30076ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7706411927RecipientPhoneNum
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANGEL EXPRESS
24 RIDGEVIEW DRIVESILVER CREEKGA30173PCHUMANITARIAN$7,000
ATHENS YMCA
915 HAWTHORNE AVENUEATHENSGA30606PCHUMANITARIAN$5,000
BIBLE BAPTIST CHURCH
64 DOVE LANEKALISPELLMT59901PCHUMANITARIAN$20,000
BOYS & GIRLS CLUB OF GREATER LEE COUNTY
1365 GATEWOOD DRIVEAUBURNAL36830PCHUMANITARIAN$5,000
EAGLE RANCH
PO BOX 7200CHESTNUT MOUNTAINGA30502PCHUMANITARIAN$90,000
HELPING HANDS MINISTRIES
PO BOX 337TALLULAH FALLSGA30573PCHUMANITARIAN$7,500
INSPIRE
101 S ROOSEVELT DRIVECHANDLERAZ85226PCEDUCATION$97,500
LIFE UNIVERSITY
1269 BARCLAY CIRCLEMARIETTAGA30060PCEDUCATION$500,000
LIFEWEST
25001 INDUSTRIAL BLVDHAYWARDCA94545PCEDUCATION$40,000
OKLAHAVEN CHILDREN'S CHIROPRACTIC CENTER
4500 N MERIDIANOKLAHOMA CITYOK73112PCHUMANITARIAN$10,000
OUR NEIGHBOR INC
PO BOX 107GAINESVILLEGA30503PCHUMANITARIAN$7,000
PARKER UNIVERSITY
2540 WALNUT HILL LNDALLASTX75229PCEDUCATION$21,000
SPECIAL OLYMPICS
4000 DEKALB TECHNOLOGY PKWYATLANTAGA30340PCHUMANITARIAN$2,000
WOMEN'S HEALTH CENTER
PO BOX 866ANDREWSNC28901PCHUMANITARIAN$7,000
HIGH HOPE COMMUNITY DEVELOPMENT
601 W CROSSVILLE RDROSWELLGA30075PCHUMANITARIAN$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$824,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$294,306ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,589ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$491,510ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$820,405ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$820,405TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$8,500Amt
Net Investment Income$4,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,250DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
DESK1995-07-13$630$630SL7.000000000000$0$0
FAX MACHINE1994-11-08$318$318200DB7.000000000000$0$0
TELEPHONE EQUIPMENT1997-01-10$1,425$1,425SL7.000000000000$0$0
FURNITURE2014-05-01$4,184$3,488200DB5.000000000000$696$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWABBondNm
EOY Book Value$1,840,373EOYBookValueAmt
EOYFMV$1,852,769EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB$2,016,447$4,596,861
EDWARD JONES$276,974$421,160

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWABAT COST$1,200,327$1,748,014
EDWARD JONESAT COST$10,349$9,618
PLAINS ALL AMERICAN INVESTMENTAT COST$9,221$9,221
CANTON JAMERSON INVESTMENTAT COST$136,670$136,670

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
DESK$630$630$0
FAX MACHINE$318$318$0
TELEPHONE EQUIPMENT$1,425$1,425$0
FURNITURE$4,184$4,184$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$2,050LegalFeesAmt
Net Investment Income$1,025NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,025DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$1,572$0$1,572
INSURANCE$550$0$550
REGISTRATION FEES$358$0$358
OTHER EXPENSES$30$0$30
INFORMATION TECHNOLOGY$2,113$0$2,113

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PLAINS ALL AMERICAN-$2,980-$2,980-$2,980
CANTON JAMERSON$37,569$37,569$37,569

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Amt$41,709Amt
Net Investment Income$41,709NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$1,050$525$525
PROPERTY TAXES$172$0$172
EXCISE TAXES$20,854$0$0

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