CS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CS FOUNDATION INC (EIN 20-5862864)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349101901
- Schema version
- 2017v2.2
- 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
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T13:16:14-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY N GALLAGHER CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8145 TYNECASTLE DR | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303503512 | 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 | 205862864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CS Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CSFO | BusinessNameControlTxt |
| Phone | 7704178800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Northridge Road | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30350 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID C SIMPSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7704178800 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY N GALLAGHER | PreparerPersonNm |
| PTIN | P01521283 | PTIN |
| Phone | 7705519600 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.126.131.120 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 13:15:59 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1A4E08DF24AAD8E8361F69AEB54F3717E9CF8487 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1A4E08DF24AAD8E8361F69AEB54F3717E9CF8487 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,022,264 | 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 | $12,724,065 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $200,518 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $200,518 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $177,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $177,596 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $186,769 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $186,769 | GrossRentsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $26,524 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $14,790 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $13,288,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $591,407 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,790 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $692 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $692 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,410 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $692 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $337,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $337,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $339,152 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $692 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $337,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,949,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $590,715 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,790 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,360 | CashBOYAmt |
| Cash EOY | $2,289,778 | CashEOYAmt |
| Cash EOYFMV | $2,289,778 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,249,150 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $6,775,525 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $6,249,150 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6,249,150 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $857,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,064,715 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,483,336 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,653,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,603,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,022,264 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,653,847 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,603,643 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,653,847 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,603,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,653,847 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,603,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,653,847 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,949,796 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,603,643 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,603,643 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Brokerage Account 59346248-Short Term | D | 2017-12-01 | 2017-12-31 | $1,019,471 | $0 | $1,012,409 | $7,062 | $0 | $0 | $0 | $7,062 |
| Vanguard Brokerage Account 59346248-Long Term | D | 2016-12-30 | 2017-12-31 | $869,685 | $0 | $882,951 | -$13,266 | $0 | $0 | $0 | -$13,266 |
| Beeler Ridge Road NE, Lot 3 | D | 2016-08-31 | 2017-05-11 | $40,125 | $0 | $40,425 | -$300 | $0 | $0 | $0 | -$300 |
| Beeler Ridge Road NE, Lot 2 | D | 2016-08-31 | 2017-06-09 | $36,128 | $0 | $28,100 | $8,028 | $0 | $0 | $0 | $8,028 |
| Tax Map 82, Parcel 37, Sugar Creek Road | D | 2016-08-31 | 2017-10-18 | $37,850 | $0 | $28,300 | $9,550 | $0 | $0 | $0 | $9,550 |
| 2610 Bates Pike SE, Cleveland TN | D | 2016-08-31 | 2017-11-03 | $70,000 | $0 | $20,150 | $49,850 | $0 | $0 | $0 | $49,850 |
| 1601 6th Street NE, Cleveland TN | D | 2016-08-31 | 2017-12-01 | $375,000 | $0 | $409,400 | -$34,400 | $0 | $0 | $0 | -$34,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,524 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,790 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $223,492 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $858,972 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.260185 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,001 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $651,617 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053714 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $741,933 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020217 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,472 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $669,859 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073854 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,928 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $569,769 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036731 | DistributionYr5Rt |
| Total Distribution | 0.444701 | TotalDistributionRt |
| Average Distribution | 0.088940 | AverageDistributionRt |
| Net Investment Income Pct | $5,907 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,907 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $337,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,907 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,907 | SubtotalAmt |
| Tax Based On Investment Income | $5,907 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $692 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,192 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$8,192 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $2,284 | OverpaymentAmt |
| Applied To ES Tax | $2,284 | AppliedToESTaxAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | DAVID SIMPSON | IndividualWithBooksNm |
| Phone | 7704178800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Northridge Road Suite 255 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30350 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID SIMPSON | ||||||||
| 5871 Glenridge Drive NE STE 375 | Atlanta | GA | 30328 | President, Director | 0 | $0 | $0 | $0 |
| LARRY RAY ESKEW | ||||||||
| 4180 Old Freewill Road NW | Cleveland | TN | 37312 | Secretary, Director | 0 | $0 | $0 | $0 |
| LARRY RAY ESKEW | ||||||||
| 4180 Old Freewill Road NW | Cleveland | TN | 37312 | Treasurer, Director | 0 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Contribution to Shepard Spinal Center | Description1Txt |
| Expenses1 | $25,000 | Expenses1Amt |
| Description2 | Contribution to Emory Winship Cancer Institute | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| Description3 | Contribution to St. Jude Research Hospital | Description3Txt |
| Expenses3 | $25,000 | Expenses3Amt |
| Description4 | Contribution to University of TennesseeCarlos and Winnie Simpson Scholarship | Description4Txt |
| Expenses4 | $125,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $5,907 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,907 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $337,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $337,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,907 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $331,143 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $151,326 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $151,326 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $337,050 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $337,050 | RemainingDistriFromCorpusAmt |
| Total Corpus | $488,376 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $488,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $151,326 | ExcessFromYear1Amt |
| Excess From Current Year | $337,050 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Winship Cancer Institute of Emory University | ||||||
| 1762 Clifton Road STE 1400 | Atlanta | GA | 30322 | EOF | Charitable | $100,000 |
| Carlos and Winnie Simpson Scholarship Endowment | ||||||
| University of Tennessee | Knoxville | TN | 37996 | GOV | Charitable | $125,000 |
| Chattanooga Rescue Mission | ||||||
| 1512 South Holtzclaw Avenue | Chattanooga | TN | 37404 | PC | Charitable | $5,000 |
| St Jude Children's Research Hospital | ||||||
| 501 St Jude Place | Memphis | TN | 38105 | PC | Charitable | $25,000 |
| 7th Well Ministries | ||||||
| P O Box 22481 | Chattanooga | TN | 37422 | PC | Charitable | $5,000 |
| University of TN-John Tummins Scholarship | ||||||
| University of Tennessee | Knoxville | TN | 37996 | GOV | Charitable | $25,000 |
| Autism Breakthrough of Knoxville | ||||||
| 900 E Hill Avenue Suite 145 | Knoxville | TN | 37915 | PC | Charitable | $25,000 |
| Shepard Spinal Center | ||||||
| 2020 Peachtree Road NW | Atlanta | GA | 30305 | PC | Charitable | $25,000 |
| Eagles Landing Worship Center | ||||||
| 111 Industrial Way SW | Cleveland | TN | 37311 | PC | Charitable | $2,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $337,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,518 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,596 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $378,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,114 | 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 |
|---|---|---|---|---|---|---|
| Claude S Simpson Estate | ||||||
| 1 | 5871 Glenridge Drive NE Suite 375 | Atlanta | GA | 30328 | $12,514,065 | Yes (X) |
| LARRY R ESKEW | ||||||
| 2 | 4180 Old Freewill Road | Cleveland | TN | 37312 | $210,000 | Yes (X) |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land from Claude Simpson Estate per Sch B detail. | CategoryOrItemTxt |
| Cost Or Other Basis | $6,249,150 | CostOrOtherBasisAmt |
| Book Value | $6,249,150 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Vanguard Brokerage Account 59346248 | CategoryOrItemTxt |
| Book Value | $12,064,715 | BookValueAmt |
| EOYFMV | $13,483,336 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Office Expenses | $435 |
| Appraisal Fees | $975 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Internal Revenue Service Estimated Taxes | CategoryTxt |
| Amt | $692 | Amt |
| Net Investment Income | $692 | NetInvestmentIncomeAmt |
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