GRIZZARD FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GRIZZARD FAMILY FOUNDATION INC (EIN 31-1732808)
- Tax period
- 2017-08-01 to 2018-07-31
- Filed
- 2018-11-30
- IRS object ID
- 201823349349100602
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-30T15:38:57-06:00 | ReturnTs |
| Tax Period End | 2018-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581686745 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS LANE & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7000 PEACHTREE DUNWOODY RD-BLDG ONE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311732808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIZZARD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIZ | BusinessNameControlTxt |
| Phone | 4042770357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 HUGH HOWELL ROAD SUITE 620E | AddressLine1Txt |
| City | TUCKER | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30084 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDE H GRIZZARD SR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4042770357 | PhoneNum |
| Signature | 2018-11-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARI DEL AGUILA | PreparerPersonNm |
| PTIN | P00443742 | PTIN |
| Phone | 7708048044 | PhoneNum |
| Preparation | 2018-11-30 | 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 | 2018-11-30 | IPDt |
| IP Tm | 16:38:41 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 547B4B2D47A141A0054E928A77A622F9A7688597 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 547B4B2D47A141A0054E928A77A622F9A7688597 | 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 | $16,792,465 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,532 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,532 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $428,371 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $428,371 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,283 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $244,548 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,283 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $53,850 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $53,850 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $507,036 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $507,036 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,941 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,941 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,964 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,458,621 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,458,621 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,471,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,964 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,458,621 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,964,549 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $494,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,307,287 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,272,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,272,275 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,899,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,710,755 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,091,986 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $1,760,734 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $3,023,473 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $3,023,473 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $128,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $388,298 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,506 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,433 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,433 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,116,310 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,151,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,792,465 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $16,116,310 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,151,761 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,116,310 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,151,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,116,310 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,151,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,116,310 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,964,549 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,151,761 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,151,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MATTEL INC | P | 2017-09-13 | $16,938 | $41,103 | -$24,165 | -$24,165 |
| STAPLES INC | P | 2017-09-13 | $17,384 | $25,502 | -$8,118 | -$8,118 |
| EXXON MOBIL CORP | P | 2017-12-05 | $32,431 | $34,619 | -$2,188 | -$2,188 |
| GENERAL ELECTRIC COMPANY | P | 2017-12-05 | $15,181 | $21,102 | -$5,921 | -$5,921 |
| HARLEY DAVIDSON INC | P | 2017-12-05 | $30,379 | $37,945 | -$7,566 | -$7,566 |
| INTERNATIONAL BUSINESS | P | 2017-12-05 | $24,531 | $28,839 | -$4,308 | -$4,308 |
| OMNICOM GROUP INC | P | 2017-12-05 | $44,986 | $39,155 | $5,831 | $5,831 |
| CAPITAL GAINS DIVIDENDS | P | $62,718 | $62,718 | $62,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,283 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,875,452 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,424,146 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.107635 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $912,885 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,552,962 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055149 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,374,449 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,085,675 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.131289 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,147,466 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,306,222 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062682 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $419,906 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,510,697 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031080 | DistributionYr5Rt |
| Total Distribution | 0.387835 | TotalDistributionRt |
| Average Distribution | 0.077567 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,154,896 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,408,221 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,941 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,413,162 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,458,621 | 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 | $4,941 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,941 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,839 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,839 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,898 | OverpaymentAmt |
| Applied To ES Tax | $4,898 | 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 |
| Individual With Books | CLAUDE H GRIZZARD SR | IndividualWithBooksNm |
| Phone | 4052770357 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 HUGH HOWELL ROAD SUITE 620E | AddressLine1Txt |
| City | TUCKER | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30084 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CLAUDE H GRIZZARD SR | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH W GRIZZARD | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | $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 |
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 | $9,733,271 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,269,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,428,204 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,431,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,431,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $276,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,154,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $907,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $907,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,941 | TotalTaxAmt |
| Distributable Before Adj | $902,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $902,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $902,804 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,458,621 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,458,621 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,941 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,453,680 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $902,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $365,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,491,333 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $102,432 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,018,967 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,978,387 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,458,621 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $902,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,555,817 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,534,204 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,534,204 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $365,655 | ExcessFromYear4Amt |
| Excess From Year3 | $1,491,333 | ExcessFromYear3Amt |
| Excess From Year2 | $102,432 | ExcessFromYear2Amt |
| Excess From Year1 | $1,018,967 | ExcessFromYear1Amt |
| Excess From Current Year | $1,555,817 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAUDE H GRIZZARD SR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN TINNITUS ASSOCIATION | |||||||
| PO BOX 5 | PORTLAND | OR | 97207 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| ASSOCIATION FOR COMMUNITY OF EDUCATION | |||||||
| PO BOX 500 | CAMARILLO | CA | 93010 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| ATLAS MINISTRY | |||||||
| 122 N MAIN STREET | GREENSBORO | GA | 30642 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| BOYS & GIRLS CLUB OF NORTH GA | |||||||
| 1140 MONTICELLO ROAD SUITE 2A | MADISON | GA | 30650 | NONE | PUBLIC CHARITY | GENERAL | $381,621 |
| CHILDRENS HEALTHCARE OF ATLANTA | |||||||
| 3395 NE EXPRESSWAY SUITE 100 | ATLANTA | GA | 30341 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 5096 LAVISTA ROAD | TUCKER | GA | 30084 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| GEORGIA UNITED METHODIST FOUNDATION | |||||||
| PO BOX 922087 | PEACHTREE CORNERS | GA | 30010 | NONE | PUBLIC CHARITY | GENERAL | $95,000 |
| GEORGIA SHERIFFS' YOUTH HOMES INC | |||||||
| PO BOX 1000 | STOCKBRIDGE | GA | 30281 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| GLACIER NATIONAL PARK CONSERVANCY | |||||||
| PO BOX 2749 | COLUMBIA FALLS | MT | 59912 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| GLISSON CAMP & RETREAT CENTER | |||||||
| 690 CAMP GLISSON ROAD | DAHLONEGA | GA | 30533 | NONE | PUBLIC CHARITY | GENERAL | $1,010,000 |
| HILL COUNTRY YOUTH RANCH | |||||||
| BOX 67 | INGRAM | TX | 78025 | NONE | PUBLIC CHARITY | GENERAL | $45,000 |
| JUNIOR ACHIEVEMENT OF ORANGE COUNTY | |||||||
| 301 EAST 17TH STREET SUITE 202 | COSTA MESA | CA | 92627 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| LEADERDOGS FOR THE BLIND | |||||||
| 1039 S ROCHESTER ROAD | ROCHESTER HILLS | MI | 48307 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 2859 PACES FERRY ROAD SE SUITE 725 | ATLANTA | GA | 30339 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| MILE HIGH MINISTRIES | |||||||
| 913 WYANDOT STREET | DENVER | CO | 80204 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| MISSION OF HOPE BOLIVIA | |||||||
| PO BOX 103 | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | GENERAL | $110,000 |
| THE PEYOTE WAY CHURCH | |||||||
| 30800 W KLONDYKE RD | WILLCOX | AZ | 85643 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| SAMARITAN'S PURSE INTERNATIONAL RELIEF | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| UNITED METHODIST HIGHER EDUCATION FOUNDATION | |||||||
| PO BOX 340005 | NASHVILLE | TN | 37203 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PUBLIC CHARITY | GENERAL | $582,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,458,621 | 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 | $8,532 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $428,371 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,850 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,283 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $507,036 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $507,036 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK - JP MORGAN | StockNm |
| EOY Book Value | $7,710,755 | EOYBookValueAmt |
| EOYFMV | $10,091,986 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE CONTRACT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $128,825 | BookValueAmt |
| EOYFMV | $388,298 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS IN TRANSIT | $9,667 | $11,515 | $11,515 |
| PREPAID TAXES | $9,839 | $4,898 | $4,898 |
| DUE FROM CLAUDE GRIZZARD | $20 | $20 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT FEES | Desc |
| Revenue And Expenses Per Books | $23 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GEORGIA UNITED METHODIST FOUNDATION | Desc |
| Revenue And Expenses Per Books | $53,850 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $53,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $53,850 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF EXCISE TAX | CategoryTxt |
| Amt | $4,941 | Amt |
| Net Investment Income | $4,941 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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