ALBERT E HARRISON FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT E HARRISON FOUNDATION INC (EIN 58-2501770)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-22
- IRS object ID
- 201801429349100300
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-22T07:24:15-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580940010 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYNES & MOORE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N BROAD ST SUITE 450 | AddressLine1Txt |
| City | ROME | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30161 | 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 | 582501770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALBERT E HARRISON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOHN M HARRISON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 7066975575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 DALTON ST | AddressLine1Txt |
| City | ELLIJAY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN M HARRISON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7066975575 | PhoneNum |
| Signature | 2018-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A THRELKELD CPA | PreparerPersonNm |
| PTIN | P00643709 | PTIN |
| Phone | 7062914690 | PhoneNum |
| Preparation | 2018-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,222,105 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $35,404 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,404 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,327 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,103,855 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,327 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $144,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,234 | 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 | $11,244 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,626 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $269,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $308,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $269,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$164,655 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,234 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $401,540 | CashBOYAmt |
| Cash EOY | $464,098 | CashEOYAmt |
| Cash EOYFMV | $464,098 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,566,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $892,768 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $892,768 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $640 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $760 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $760 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $293,644 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $404,026 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $404,426 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,405,482 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,803,761 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,911,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $692,168 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $621,520 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $627,115 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $921,795 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $921,795 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $921,795 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $921,795 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,282,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,108,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,222,105 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,282,129 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,108,728 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,282,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,108,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,282,129 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,108,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,282,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$164,655 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,117,474 | SubtotalAmt |
| Other Decreases | $8,746 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,108,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| BB&T 0926-PUBLICLY TRADED | P | $153,426 | $37,759 | $37,759 |
| BB&T 8265-PUBLICLY TRADED | P | $201,913 | -$967 | -$967 |
| FIDELITY - PUBLICLY TRADED | P | $632,264 | $18,741 | $18,741 |
| FIDELITY - PUBLICLY TRADED | P | $116,252 | $4,794 | $4,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,327 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $280,753 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,205,991 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053929 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $361,856 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,699,956 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063484 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $150,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,809,072 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025908 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $143,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,982,243 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023904 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $260,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,158,921 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042296 | DistributionYr5Rt |
| Total Distribution | 0.209521 | TotalDistributionRt |
| Average Distribution | 0.041904 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,929,181 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $206,552 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,442 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $207,994 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $269,000 | 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 | $1,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $860 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $582 | TaxDueAmt |
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 | CORA PAYNE | IndividualWithBooksNm |
| Phone | 7066975677 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 DALTON STREET | AddressLine1Txt |
| City | ELLIJAY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30540 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN M HARRISON | ||||||||
| 224 DALTON STREET | ELLIJAY | GA | 30540 | PRESIDENT/TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARIANNE H BOWMAN | ||||||||
| 224 DALTON STREET | ELLIJAY | GA | 30540 | VP/TRUSTEE | 1.00 | $0 | $0 | $0 |
| DOUGLAS P HARRISON | ||||||||
| 224 DALTON STREET | ELLIJAY | GA | 30540 | SEC-TREAS/TRUSTEE | 1.00 | $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 | $2,876,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,206,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $921,795 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,004,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,004,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,929,181 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,459 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,459 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,442 | TotalTaxAmt |
| Distributable Before Adj | $245,017 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $245,017 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $245,017 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $269,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $269,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,442 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $267,558 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $19,181 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,947 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,128 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $269,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $245,017 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,983 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $65,111 | 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 | $65,111 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $19,181 | ExcessFromYear2Amt |
| Excess From Year1 | $21,947 | ExcessFromYear1Amt |
| Excess From Current Year | $23,983 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY - RELAY FOR LIFE - GILMER | ||||||||
| 3380 CHASTAIN MEADOW PKWY NW SUITE | 200 | KENNESAW | GA | 30144 | N/A | PC | RELAY FOR LIFE | $1,000 |
| APPALACHAIN CHILDREN'S CENTER | ||||||||
| PO BOX 1373 | ELLIJAY | GA | 30540 | N/A | NC | UNRESTRICTED DONATION | $500 | |
| BALL GROUND ELEMENTARY | ||||||||
| 480 OLD CANTON ROAD | BALL GROUND | GA | 30107 | N/A | NC | UNRESTRICTED DONATION | $500 | |
| BLUE RIDGE ELEMENTARY | ||||||||
| 224 EAST HIGHLAND STREET | BLUE RIDGE | GA | 30513 | N/A | NC | UNRESTRICTED DONATION | $500 | |
| BLUE RIDGE TROUT FEST | ||||||||
| PO BOX 2745 | BLUE RIDGE | GA | 30513 | N/A | NC | UNRESTRICTED DONATION | $3,500 | |
| BOY SCOUTS OF AMERICA | ||||||||
| PO BOX 399 | JEFFERSON | GA | 30549 | N/A | NC | UNRESTRICTED DONATION | $500 | |
| BOYS & GIRLS CLUB OF GILMER COUNTY | ||||||||
| PO BOX 649 | JASPER | GA | 30143 | N/A | NC | UNRESTRICTED DONATION | $15,000 | |
| CARES JASPER COUNTY | ||||||||
| PO BOX 1342 | JASPER | GA | 30143 | N/A | NC | UNRESTRICTED DONATION | $2,000 | |
| CLEAR CREEK MIDDLE SCHOOL | ||||||||
| 346 CLEAR CREEK ROAD | ELLIJAY | GA | 30540 | N/A | NC | UNRESTRICTED DONATION | $10,500 | |
| COPPER BASIN ELEMENTARY | ||||||||
| 300 COUGAR DRIVE | COPPERHILL | TN | 37317 | N/A | NC | UNRESTRICTED DONATION | $500 | |
| COPPER BASIN RURAL COMMUNITY ASSOCIATION | ||||||||
| 300 COUGAR DRIVE | COPPERHILL | TN | 37317 | N/A | NC | SCHOLARSHIPS | $15,000 | |
| DARLINGTON SCHOOL | ||||||||
| 1014 CAVE SPRING ROAD | ROME | GA | 30161 | N/A | NC | SCHOLARSHIP FUND | $5,000 | |
| DUCKTOWN BASIN MUSEUM | ||||||||
| PO BOX 458 | DUCKTOWN | TN | 37326 | N/A | NC | UNRESTRICTED DONATION | $500 | |
| EAST FANNIN ELEMENTARY SCHOOL | ||||||||
| 11795 MORGANTON HWY | MORGANTON | GA | 30560 | N/A | NC | UNRESTRICTED DONATION | $500 | |
| ELLIJAY ELEMENTARY SCHOOL | ||||||||
| 32 MCCUTCHEN STREET | ELLIJAY | GA | 30540 | N/A | NC | UNRESTRICTED DONATION | $500 | |
| FANNIN COUNTY HIGH SCHOOL | ||||||||
| 360 REBEL CIRCLE | BLUE RIDGE | GA | 30513 | N/A | NC | UNRESTRICTED DONATION | $21,000 | |
| FANNIN COUNTY MIDDLE SCHOOL | ||||||||
| 4560 OLD HWY 76 | BLUE RIDGE | GA | 30513 | N/A | NC | UNRESTRICTED DONATION | $500 | |
| FANNIN COUNTY SHOP WITH A COP | ||||||||
| 645 WEST FIRST STREET | BLUE RIDGE | GA | 30513 | N/A | NC | UNRESTRICTED DONATION | $10,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| PO BOX 1612 | BLUE RIDGE | GA | 30513 | N/A | NC | UNRESTRICTED DONATION | $350 | |
| GEORGIA MOUNTAIN HOSPICE | ||||||||
| 70 CARING WAY | JASPER | GA | 30143 | N/A | NC | UNRESTRICTED DONATION | $1,150 | |
| GILMER CHRISTIAN LEARNING CENTER | ||||||||
| PO BOX 471 | ELLIJAY | GA | 30540 | N/A | NC | UNRESTRICTED DONATION | $30,000 | |
| GILMER COUNTY FOOD PANTRY | ||||||||
| PO BOX 1982 | ELLIJAY | GA | 30540 | N/A | NC | UNRESTRICTED DONATION | $2,000 | |
| GILMER HIGH SCHOOL DUGOUT CLUB | ||||||||
| 408 BOBCAT TRAIL | ELLIJAY | GA | 30540 | N/A | NC | UNRESTRICTED DONATION | $1,000 | |
| GILMER HIGH SCHOOL | ||||||||
| 408 BOBCAT TRAIL | ELLIJAY | GA | 30540 | N/A | NC | UNRESTRICTED DONATION | $500 | |
| GILMER MIDDLE SCHOOL | ||||||||
| 1860 SOUTH MAIN STREET | ELLIJAY | GA | 30540 | N/A | NC | UNRESTRICTED DONATION | $1,500 | |
| GOOD SAMARITAN HEALTH & WELLNESS CENTER | ||||||||
| 175 SAMARITAN DRIVE | JASPER | GA | 30143 | N/A | NC | UNRESTRICTED DONATION | $75,000 | |
| HARMONY ELEMENTARY | ||||||||
| 550 HARMONY SCHOOL ROAD | JASPER | GA | 30143 | N/A | NC | UNRESTRICTED DONATION | $2,000 | |
| HILL CITY ELEMENTARY | ||||||||
| 600 HILL CIRCLE | JASPER | GA | 30143 | N/A | NC | UNRESTRICTED DONATION | $500 | |
| JASPER ELEMENTARY | ||||||||
| 158 STEGALL DRIVE | JASPER | GA | 30143 | N/A | NC | UNRESTRICTED DONATION | $1,000 | |
| LEGACY OF CARING BIG CANOE CHAPEL | ||||||||
| 10455 BIG CANOE | BIG CANOE | GA | 30143 | N/A | NC | UNRESTRICTED DONATION | $5,000 | |
| MAKE A WISH GEORGIA | ||||||||
| 1775 THE EXCHANGE SUITE 200 | ATLANTA | GA | 30339 | N/A | NC | UNRESTRICTED DONATION | $10,000 | |
| MARCH OF DIMES | ||||||||
| 1776 PEACHTREE STREET SUITE 200S | ATLANTA | GA | 30309 | N/A | PC | UNRESTRICTED DONATION | $3,000 | |
| MOUNTAIN AREA CHRISTIAN ACADEMY | ||||||||
| 14090 OLD HWY 76 | MORGANTON | GA | 30560 | N/A | NC | UNRESTRICTED DONATION | $1,000 | |
| MOUNTAIN EDUCATION CHARTER HIGH SCHOOL | ||||||||
| 175 PRIMARY SCHOOL ROAD | ELLIJAY | GA | 30540 | N/A | NC | SCHOLARSHIPS | $15,000 | |
| NORTH GEORGIA CHRISTIAN ACADEMY | ||||||||
| 191 HAROLD PRITCHETT ROAD | ELLIJAY | GA | 30540 | N/A | NC | UNRESTRICTED DONATION | $14,500 | |
| OPEN ARMS OF BLUE RIDGE | ||||||||
| PO BOX 2223 | BLUE RIDGE | GA | 30513 | N/A | NC | UNRESTRICTED DONATION | $5,000 | |
| TATE ELEMENTARY | ||||||||
| 5630 HIGHWAY 53E | TATE | GA | 30177 | N/A | NC | UNRESTRICTED DONATION | $500 | |
| WEST FANNIN ELEMENTARY | ||||||||
| 5060 BLUE RIDGE DRIVE | BLUE RIDGE | GA | 30513 | N/A | NC | UNRESTRICTED DONATION | $11,500 | |
| YOUNG HARRIS COLLEGE | ||||||||
| PO BOX 275 | YOUNG HARRIS | GA | 30582 | N/A | NC | SCHOLARSHIP | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,404 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48,503 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $60,327 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,404 | ExclusionAmt |
| Related Or Exempt Function Incm | $108,830 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,234 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | INTEREST EARNED FROM CASH DEPOSITS ON HAND THAT ARE USED TO FULFILL THE FOUNDATION'S EXEMPT PURPOSE. | RelationshipStatementTxt |
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 | $11,244 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BB&T 8265 | BondNm |
| EOY Book Value | $621,520 | EOYBookValueAmt |
| EOYFMV | $627,115 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BB&T 0926 | $845,586 | $1,007,757 |
| FIDELITY | $958,175 | $903,386 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $49,764 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $49,797 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $354,262 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $354,629 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONVERT FMV TO BOOK VALUE | $6,997 |
| NONDEDUCTIBLE EXPENSES | $1,749 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $27,626 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $845 | $0 | $0 |
| OTHER | $274 | $0 | $0 |
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