JOYCE FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOYCE FAMILY FOUNDATION INC (EIN 45-2684840)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-07
- IRS object ID
- 201801589349100120
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-07T14:47:28-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581367012 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HLB GROSS COLLINS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 CUMBERLAND BOULEVARD 900 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | 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 | 452684840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOYC | BusinessNameControlTxt |
| Phone | 4046426900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PINE VALLEY ROAD SE | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY JOYCE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4046426900 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULINE REYNOLDS | PreparerPersonNm |
| PTIN | P00172434 | PTIN |
| Phone | 7704331711 | PhoneNum |
| 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 | $4,015,389 | 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 | $572,851 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,121 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $339,255 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,064,305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $339,255 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,523 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,523 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $958,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $385,899 | 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 | $3,441 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,441 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,383 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,695 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,695 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,669 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,519 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,103 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,103 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,772 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,519 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $675,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $341,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,372,903 | CashBOYAmt |
| Cash EOY | $3,048,881 | CashEOYAmt |
| Cash EOYFMV | $4,015,389 | CashEOYFMVAmt |
| Total Assets BOY | $2,372,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,048,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,015,389 | 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 | $2,372,903 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,048,881 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,372,903 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,048,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,372,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,048,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,372,903 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $675,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,048,881 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,048,881 | 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 |
|---|---|---|---|---|---|---|
| MORGAN STANLEY 5861 - ST COVERED | P | 2017-06-30 | $48,213 | $47,219 | $994 | $994 |
| MORGAN STANLEY 5861 - LT COVERED | P | 2017-06-30 | $82,778 | $83,227 | -$449 | -$449 |
| MORGAN STANLEY 9494 - ST COVERED | P | 2017-06-30 | $36,777 | $41,824 | -$5,047 | -$5,047 |
| MORGAN STANLEY 9494 - LT COVERED | P | 2017-06-30 | $123,540 | $109,203 | $14,337 | $14,337 |
| MORGAN STANLEY 9494 - LT NONCOVERED | P | 2017-06-30 | $30,029 | $18,146 | $11,883 | $11,883 |
| MORGAN STANLEY 9486 - ST COVERED | P | 2017-06-30 | $148,992 | $141,889 | $7,103 | $7,103 |
| MORGAN STANLEY 9486 - LT COVERED | P | 2017-06-30 | $486,858 | $247,085 | $239,773 | $239,773 |
| MORGAN STANLEY 9486 - LT NONCOVERED | P | 2017-06-30 | $107,118 | $36,457 | $70,661 | $70,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $339,255 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $376,208 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,765,064 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.136058 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $257,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,704,837 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095200 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $376,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,787,860 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.135050 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $166,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,355,654 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070469 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $162,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,871,603 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086557 | DistributionYr5Rt |
| Total Distribution | 0.523334 | TotalDistributionRt |
| Average Distribution | 0.104667 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,446,488 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $360,734 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,414 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $364,148 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $230,103 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,046 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,782 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,828 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY JOYCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4046426900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PINE VALLEY ROAD SE | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30067 | 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY JOYCE | ||||||||
| 250 PINE VALLEY ROAD SE | MARIETTA | GA | 30067 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CYNTHIA JOYCE | ||||||||
| 250 PINE VALLEY ROAD SE | MARIETTA | GA | 30067 | DIRECTOR | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,498,973 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,498,973 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,498,973 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,446,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,324 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,324 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,828 | TotalTaxAmt |
| Distributable Before Adj | $165,496 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $165,496 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $165,496 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,103 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $230,103 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $230,103 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $165,496 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,772 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $241,381 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $124,160 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $242,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $729,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $230,103 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $165,496 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,607 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $793,900 | 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 | $70,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $723,900 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,772 | ExcessFromYear4Amt |
| Excess From Year3 | $241,381 | ExcessFromYear3Amt |
| Excess From Year2 | $124,160 | ExcessFromYear2Amt |
| Excess From Year1 | $242,980 | ExcessFromYear1Amt |
| Excess From Current Year | $64,607 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY JOYCE | ContributingManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBRIGHT COLLEGE | ||||||
| 1621 N 13TH STREET | READING | PA | 19604 | NONE | TO SUPPORT EDUCATION. | $105,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 2302 PARKLAKE DRIVE NE SUITE 210 | ATLANTA | GA | 30345 | NONE | TO SUPPORT ACTIVITIES TO FIND A CURE & PROVIDE INDIVIDUALS WITH OPPORTUNITIES TO SUCCEED. | $2,500 |
| 12STONE CHURCH INC | ||||||
| 1322 BUFORD DR | LAWRENCEVILLE | GA | 30043 | NONE | TO SUPPORT RELIGIOUS ACTIVITIES. | $500 |
| OHANA INSTITUTE | ||||||
| 82 S BARRETT SQUARE SUITE 2A | ROSEMARY BEACH | FL | 32461 | NONE | TO SUPPORT EDUCATION. | $20,000 |
| ROSEMARY BEACH FOUNDATION INC | ||||||
| PO BOX 611306 | ROSEMARY BEACH | FL | 32461 | NONE | TO SUPPORT EDUCATION. | $25,000 |
| COMMUNITY FOUNDATION OF MIDDLE TENNESSEE | ||||||
| 3833 CLEGHORN AVE STE 400 | NASHVILLE | TN | 372152519 | NONE | TO SUPPORT LOCAL NONPROFIT CAUSES. | $5,000 |
| SHE IS ABLE INC | ||||||
| 521 OAK HILL CIR SE | MARIETTA | GA | 30067 | NONE | TO SUPPORT WOMEN RECOVERING FROM TRAFFICKING, EXPLOITATION, ABUSE AND ADDICTION. | $103 |
| THE BLAKE HOUSE | ||||||
| 60 WACO SCHOOL RD | BREMEN | GA | 30110 | NONE | TO SUPPORT MEN RECOVERING FROM ADDICTION. | $12,000 |
| UNIVERSITY OF TENNESSEE | ||||||
| 600 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | NONE | TO SUPPORT EDUCATION. | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,103 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,121 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,523 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $339,255 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $385,899 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $385,899 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY JOYCE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PINE VALLEY ROAD SE | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $572,851 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $509,410 | FairMarketValueAmt |
| Received | 2017-12-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,441 | Amt |
| Net Investment Income | $3,441 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TAXES | Desc |
| Revenue And Expenses Per Books | $8,150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS | Desc |
| Revenue And Expenses Per Books | $1,523 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,523 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,523 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $39,383 | Amt |
| Net Investment Income | $39,383 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,695 | Amt |
| Net Investment Income | $1,695 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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