PLAN A FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PLAN A FOUNDATION INC (EIN 26-3299028)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349103855
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T14:53:43-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464148474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD BLUE & CO CPAS AND CONSLTS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 RIVEREDGE PKWY NW STE 310 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303284671 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263299028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLAN A FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAN | BusinessNameControlTxt |
| Phone | 7706440500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6025 WINTERTHUR DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERI SCHULZE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M ELLEN LUCCIOLA CPA | PreparerPersonNm |
| PTIN | P01420851 | PTIN |
| Phone | 7706440500 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 13:53:43 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 25603860BDED075182722FD1375969EB7B5A10A8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 25603860BDED075182722FD1375969EB7B5A10A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,426 | 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 | $26,645 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $26,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $373 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,227 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,885 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $439 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,446 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,468 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $575 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,893 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,387 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,566 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,387 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,066 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,215 | CashBOYAmt |
| Cash EOY | $23,427 | CashEOYAmt |
| Cash EOYFMV | $21,426 | CashEOYFMVAmt |
| Total Assets BOY | $22,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,426 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $22,215 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,427 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,215 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,212 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,427 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,427 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,047 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,225 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.726292 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,532 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,053 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.711319 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,975 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,739 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.979385 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,188 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,746 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.623725 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,320 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,731 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.523035 | DistributionYr5Rt |
| Total Distribution | 8.563756 | TotalDistributionRt |
| Average Distribution | 1.712751 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,493 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,812 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,812 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,066 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHERI SCHULZE | IndividualWithBooksNm |
| Phone | 7706440500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6025 WINTERTHUR DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHERI SCHULZE | ||||||||
| 6025 WINTERTHUR DRIVE | ATLANTA | GA | 30328 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HORST SCHULZE | ||||||||
| 6025 WINTERTHUR DRIVE | ATLANTA | GA | 30328 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GLENDA WALDSCHMIDT | ||||||||
| 5200 N SANTA MONICA BLVD 5 | WHITEFISH BAY | WI | 53217 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,820 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,820 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $21,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,075 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,075 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,075 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,075 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,075 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,066 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,066 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $24,066 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,075 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,333 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,551 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,388 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,229 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,736 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $124,237 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,066 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,075 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,991 | RemainingDistriFromCorpusAmt |
| Total Corpus | $147,228 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,333 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,895 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,551 | ExcessFromYear4Amt |
| Excess From Year3 | $34,388 | ExcessFromYear3Amt |
| Excess From Year2 | $17,229 | ExcessFromYear2Amt |
| Excess From Year1 | $17,736 | ExcessFromYear1Amt |
| Excess From Current Year | $22,991 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HORST AND SHERI SCHULZE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HORST SHERRIL SCHULZE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6025 WINTERTHUR DR | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7709528372 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 10000 FATHERS | ||||||||||||
| 6025 WINTERTHUR DRIVE | ATLANTA | GA | 30328 | UNRELATED | 501C3 | GENERAL SUPPORT | $3,000 | |||||
| FEED MY LAMBS | ||||||||||||
| 560 N FAIRGROUND ST | MARIETTA | GA | 30060 | UNRELATED | 501C3 | GENERAL SUPPORT | $2,500 | |||||
| SHAI FUND INC | ||||||||||||
| 500 N WALNUT ST | MUFREESBORO | TN | 37130 | UNRELATED | 501C3 | GENERAL SUPPORT | $5,000 | |||||
| ALAAN ALLIANCE INC | ||||||||||||
| PO BOX 10068 | TAMPA | FL | 33679 | UNRELATED | 501C3 | GENERAL SUPPORT | $1,000 | |||||
| VINEYARD COMMUNITY CHURCH | ||||||||||||
| 2692 SANDY PLAINS RD A25 | MARIETTA | GA | 30066 | UNRELATED | 501C3 | GENERAL SUPPORT | $500 | |||||
| JOE CORRY MINISTRIES | ||||||||||||
| UNRELATED | FOREIGN | GENERAL SUPPORT | $500 | 2 HIGHFIELD GROVE | PORTADOWN | PORTADOWN | UK | |||||
| BY HIS WOUNDS INC | ||||||||||||
| 1340 N GREAT NECK ROAD | VIRGINIA BEACH | VA | 23454 | UNRELATED | 501C3 | GENERAL SUPPORT | $3,000 | SUITE 1272-137 | ||||
| INDIGENT INDIVIDUALS | ||||||||||||
| 6025 WINTERTHUR DRIVE | ATLANTA | GA | 30328 | UNRELATED | NA | MEDICAL TREATMENT | $4,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALEXIS LUKUS GRACE | ||||||
| 1 | 6025 WINTERTHUR DR NW | ATLANTA | GA | 30328 | $8,000 | Yes (X) |
| REGAN CONSULTING INC | ||||||
| 2 | 1 PIEDMONT CTR 500 | ATLANTA | GA | 30305 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $373 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,227 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $150 | $35 | $115 |
| INSURANCE | $1,796 | $419 | $1,377 |
| DUES & SUBSCRIPTIONS | $22 | $5 | $17 |
| TRAINING EXPENSE | $500 | $116 | $384 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $1,532 | $357 | $1,175 |
| PROFESSIONAL FEES | $353 | $82 | $271 |