LEWIS FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FAMILY CHARITABLE FOUNDATION INC (EIN 45-3613189)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201821309349101232
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T13:18:33-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581934140 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN R SPIRES JR CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 937 | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 310100937 | 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 | 453613189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEWIS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 2294382452 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2813 OLD DAWSON ROAD | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF COUTURIER | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 2294382452 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAN R SPIRES JR CPA | PreparerPersonNm |
| PTIN | P01043154 | PTIN |
| Phone | 2292736915 | PhoneNum |
| Preparation | 2018-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $2,259,784 | 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 | $25,465 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,465 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,184 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,421,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,184 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $104,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,966 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $986 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $986 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $33,701 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,701 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $849 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $849 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $653 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $496 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,189 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $496 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,685 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,189 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,496 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,719 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,777 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $346,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,493 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,493 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $264,648 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $199,999 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $205,444 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $865,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,376,368 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,568,266 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $607,292 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $462,689 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $465,943 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $18,638 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,638 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,638 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,101,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,059,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,259,784 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,101,906 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,059,187 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,101,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,059,187 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,101,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,059,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,101,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,719 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,059,187 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,059,187 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| REGIONS LTCG | P | 2015-12-31 | 2017-12-31 | $597,939 | $553,306 | $44,633 | $44,633 |
| REGIONS LTCL | P | 2015-12-31 | 2017-12-31 | $268,731 | $284,700 | -$15,969 | -$15,969 |
| REGIONS STCG | P | 2017-12-01 | 2017-12-31 | $181,888 | $173,964 | $7,924 | $7,924 |
| REGIONS STCL | P | 2017-12-01 | 2017-12-31 | $213,079 | $223,293 | -$10,214 | -$10,214 |
| REGIONS LTCG | P | 2015-12-31 | 2017-12-31 | $83,480 | $73,333 | $10,147 | $10,147 |
| REGIONS LTCL | P | 2015-12-31 | 2017-12-31 | $53,156 | $55,255 | -$2,099 | -$2,099 |
| REGIONS STCL | P | 2017-12-01 | 2017-12-31 | $4,786 | $4,982 | -$196 | -$196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,184 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,486 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $154,244 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,101,906 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073383 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $535 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,200,310 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000243 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $150 | NetVlNoncharitableAssetsYr3Amt |
| Net Vl Noncharitable Assets Yr4 | $150 | NetVlNoncharitableAssetsYr4Amt |
| Net Vl Noncharitable Assets Yr5 | $150 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.073626 | TotalDistributionRt |
| Average Distribution | 0.036813 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,253,739 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,967 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $688 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,655 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,496 | 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 | $688 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $688 | SubtotalAmt |
| Tax Based On Investment Income | $688 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $704 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIONS TRUST DEPARTMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2294382452 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2813 OLD DAWSON ROAD | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31707 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| CHERYLE T BRYAN | ||||||||
| 419 E WASHINGTON AVENUE | ASHBURN | GA | 31714 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JEFF COUTURIER | ||||||||
| 602 TIMBERLAND DRIVE | CORDELE | GA | 31015 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| GREGORY FULLERTON | ||||||||
| PO BOX 2008 | ALBANY | GA | 31702 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARY BEMAN | ||||||||
| 719 SOMERSET WAY | AUGUSTA | GA | 30909 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LINDORA SNYDER | ||||||||
| 3315 WALTON DRIVE | MONTGOMERY | AL | 36111 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,269,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,638 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,288,060 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,288,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,253,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $688 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $688 | TotalTaxAmt |
| Distributable Before Adj | $111,999 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $111,999 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $111,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,496 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $111,496 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $688 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,808 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,999 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $928 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $154,740 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $155,668 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,496 | QualifyingDistributionsAmt |
| Applied To Current Year | $111,496 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $503 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $503 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $155,165 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $155,165 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $425 | ExcessFromYear2Amt |
| Excess From Year1 | $154,740 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | REBECCA D COLLINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | REGIONS BANK TRUST DEPARTMENT | AddressLine1Txt |
| Address Line2 | 2813 OLD DAWSON ROAD | AddressLine2Txt |
| City | ALBANY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2294382450 | RecipientPhoneNum |
| Recipient Email Address | BECKY.COLLINS@REGIONS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE FOR 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SOUTH GA COUNCIL BSA | ||||||||
| 1841 NORMAN DRIVE | VALDOSTA | GA | 31601 | NONE | NONE | CHARITABLE CONTRIBUTION | $6,000 | |
| ALZHEIMERS OUTREACH CENTER | ||||||||
| 314 N JEFFERSON STREET | ALBANY | GA | 31701 | NONE | NONE | CHARITABLE CONTRIBUTION | $15,000 | |
| CHILDRENS HOSPITAL OF GA | ||||||||
| OFF OF ADVANCEMENT 105523 | AUGUSTA | GA | 30912 | NONE | NONE | CHARITABLE CONTRIBUTION | $10,000 | 1446 HARPER ST BT-1844 |
| SALLY WETHERBEE ADOPTION CENTER | ||||||||
| 2223 DAWSON ROAD | ALBANY | GA | 31707 | NONE | NONE | CHARITABLE CONTRIBUTION | $7,500 | |
| FAMILY CONNECTION OF TURNER CO INC | ||||||||
| 419 E WASHINGTON AVENUE | ASBURN | GA | 31714 | NONE | NONE | CHARITABLE CONTRIBUTION | $20,000 | |
| LIBERTY HOUSE | ||||||||
| PO BOX 2046 | ALBANY | GA | 31702 | NONE | NONE | CHARITABLE CONTRIBUTION | $15,000 | |
| MISSION CHANGE INC | ||||||||
| 308 FLINT AVENUE | ALBANY | GA | 31701 | NONE | NONE | CHARITABLE CONTRIBUTION | $7,500 | |
| ST FRANCIS OF ASSISI WILDLIFE ASSOC | ||||||||
| PO BOX 38160 | TALLAHASSEE | FL | 32315 | NONE | NONE | CHARITABLE CONTRIBUTION | $7,500 | |
| LIGHT HOUSE | ||||||||
| 425 W 23RD AVENUE | ALBANY | GA | 31701 | NONE | NONE | CHARITABLE CONTRIBUTION | $17,500 | |
| WILSON HOSPICE HOUSE | ||||||||
| 320 FOUNDATION LN | ALBANY | GA | 31707 | NONE | NONE | CHARITABLE CONTRIBUTION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,465 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,317 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,184 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $104,966 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,966 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $986 | Amt |
| Net Investment Income | $986 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $240,468 | $244,294 |
| MORTGAGE BACKED SECURITIES | $222,221 | $221,649 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $548,117 | $677,981 |
| CORPORATE STOCK | $183,764 | $185,262 |
| MUTUAL FUNDS | $418,050 | $458,086 |
| MUTUAL FUNDS FIXED | ||
| MUTUAL FUNDS INTERNATIONAL | $206,543 | $227,036 |
| FOREIGN STOCK | $19,894 | $19,901 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $199,999 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $205,444 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| BOY Book Value | $18,638 | BOYBookValueAmt |
| EOY Book Value | $18,638 | EOYBookValueAmt |
| EOYFMV | $18,638 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LEGAL FEES | $5,620 | $5,620 |
| TRUSTEE FEES | $21,581 | $21,581 |
| INVESTMENT MANAGEMENT FEES | $4,138 | $4,138 |
| CUSTODIAN MANAGEMENT FEES | $2,362 | $2,362 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| TAXES INCOME | $496 | $496 | |
| TAXES FOREIGN | $653 | $653 |
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