THE SARA AND FRED HOYT CHARITABLE TRUST DTD 121696: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE SARA AND FRED HOYT CHARITABLE TRUST DTD 121696 (EIN 58-6331684)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-17
- IRS object ID
- 201822609349100402
- 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
- Schedule B
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-17T08:31:33-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201940316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONEXUS CPA GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 CIRCLE 75 PKWY SE SUITE 1100 | 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 | 586331684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SARA AND FRED HOYT CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 4043551942 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12366 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303552366 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA J HOYT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4043551942 | PhoneNum |
| Signature | 2018-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN H DILLON CPA | PreparerPersonNm |
| PTIN | P00083324 | PTIN |
| Phone | 7709801080 | PhoneNum |
| Preparation | 2018-09-03 | 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 | $8,709,097 | 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 | $498,172 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,610 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,610 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $134,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,249 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $556,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,955,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $556,341 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $848 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $848 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,191,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $693,048 | 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 |
| Other Prof Fees Rev And Expnss | $81,532 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,532 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,200 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $457,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $457,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $545,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $457,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $645,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $605,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,032,335 | CashBOYAmt |
| Cash EOY | $524,542 | CashEOYAmt |
| Cash EOYFMV | $524,542 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,383,152 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,062,308 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,184,555 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,415,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,586,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,709,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,415,487 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,586,850 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,415,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,586,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,415,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,586,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,415,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $645,988 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,061,475 | SubtotalAmt |
| Other Decreases | $474,625 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,586,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5,955,968 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,399,627 | CostOrOtherBasisAmt |
| Gain Or Loss | $556,341 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $556,341 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $556,341 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $353,125 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,949,498 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050813 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $360,019 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,819,952 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052789 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $353,812 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,019,594 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058777 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $340,828 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,277,288 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064584 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $237,449 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,458,115 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053262 | DistributionYr5Rt |
| Total Distribution | 0.280225 | TotalDistributionRt |
| Average Distribution | 0.056045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,696,824 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $431,369 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,053 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $437,422 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $457,500 | 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 | $6,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,483 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,683 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $1,623 | OverpaymentAmt |
| Applied To ES Tax | $1,623 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SARA J HOYT | IndividualWithBooksNm |
| Phone | 4043551942 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12366 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303552366 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SARA J HOYT | ||||||||
| PO BOX 12366 | ATLANTA | GA | 30355 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WALTER J HOYT | ||||||||
| PO BOX 12366 | ATLANTA | GA | 30355 | DIST. COMM. | 0.00 | $0 | $0 | $0 |
| DANCY H WYNNE | ||||||||
| PO BOX 12366 | ATLANTA | GA | 30355 | DIST. COMM. | 0.00 | $0 | $0 | $0 |
| WILLIAM D HOYT | ||||||||
| PO BOX 12366 | ATLANTA | GA | 30355 | DIST. COMM. | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $6,965,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $848,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,814,035 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,814,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,696,824 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $384,841 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $384,841 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,053 | TotalTaxAmt |
| Distributable Before Adj | $378,788 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $378,788 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $378,788 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $457,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $457,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,053 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $451,447 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $378,788 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $9,389 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $80,208 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,044 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,713 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $131,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $457,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $378,788 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $78,712 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $210,066 | 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 | $210,066 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,389 | ExcessFromYear4Amt |
| Excess From Year3 | $80,208 | ExcessFromYear3Amt |
| Excess From Year2 | $32,044 | ExcessFromYear2Amt |
| Excess From Year1 | $9,713 | ExcessFromYear1Amt |
| Excess From Current Year | $78,712 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARA J HOYT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLANTA BOTANICAL GARDEN FOUNDATION | |||||||
| 1345 PIEDMONT AVENUE NE | ATLANTA | GA | 30309 | UNRELATED | 501 (C) (3) | EDUCATION/PRESERVATION | $10,000 |
| ATLANTA HISTORY CENTER | |||||||
| 130 WEST PACES FERRY ROAD | ATLANTA | GA | 30305 | UNRELATED | 501 (C) (3) | EDUCATION | $10,000 |
| CAMP SUNSHINE | |||||||
| 1850 CLAIRMONT RD | DECATUR | GA | 30033 | UNRELATED | 501 (C) (3) | SOCIAL SERVICES | $5,000 |
| CATHEDRAL OF ST PHILIP | |||||||
| 2744 PEACHTREE RD NW | ATLANTA | GA | 30305 | UNRELATED | 501 (C) (3) | EDUCATION | $7,500 |
| CHATTAHOOCHEE NATURE CENTER | |||||||
| 9135 WILLEO ROAD | ROSWELL | GA | 30075 | UNRELATED | 501 (C) (3) | EDUCATION/PRESERVATION | $10,000 |
| CHILDRENS HEALTHCARE OF ATLANTA | |||||||
| 1687 TULLIE CIRCLE | ATLANTA | GA | 30329 | UNRELATED | 501 (C) (3) | MEDICAL SERVICES | $15,000 |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | UNRELATED | 501 (C) (3) | ARTS | $25,000 |
| COMMUNITY FOUNDATION OF GREATER ATLANTA | |||||||
| 50 HURT PLAZA | ATLANTA | GA | 30303 | UNRELATED | 501 (C) (3) | HUMANITARIAN | $190,000 |
| DARLINGTON SCHOOL | |||||||
| 1014 CAVE SPRING ROAD | ROME | GA | 30161 | UNRELATED | 501 (C) (3) | EDUCATION | $5,000 |
| EAGLE RANCH | |||||||
| P O BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | UNRELATED | 501 (C) (3) | SOCIAL SERVICES | $10,000 |
| GOOD SAMARITAN HEALTH CENTER | |||||||
| 239 ALEXANDER STREET NW | ATLANTA | GA | 30313 | UNRELATED | 501 (C) (3) | MEDICAL SERVICES | $15,000 |
| HIGHLANDS-CASHIERS HOSPITAL | |||||||
| P O BOX 742 | HIGHLANDS | NC | 28741 | UNRELATED | 501 (C) (3) | MEDICAL | $10,000 |
| HUDSON LIBRARY | |||||||
| P O BOX 430 | HIGHLANDS | NC | 28741 | UNRELATED | 501 (C) (3) | EDUCATION/BOOK PRESERVATION | $10,000 |
| NORTH GA COMMUNITY FOUNDATION | |||||||
| 615 OAK STREET | GAINESVILLE | GA | 30501 | UNRELATED | 501 (C) (3) | COMMUNITY SERVICE | $100,000 |
| SHEPHERD CENTER | |||||||
| 2020 PEACHTREE RD NW | ATLANTA | GA | 30309 | UNRELATED | 501 (C) (3) | MEDICAL - REHABILITATION | $10,000 |
| ST SIMONS LAND TRUST | |||||||
| P O BOX 24615 | ST SIMONS ISLAND | GA | 31522 | UNRELATED | 501 (C) (3) | LAND PRESERVATION | $5,000 |
| THE BASCOM FOUNDATION | |||||||
| P O BOX 766 | HIGHLANDS | NC | 28741 | UNRELATED | 501 (C) (3) | ARTS | $10,000 |
| WESTMINSTER SCHOOLS | |||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | UNRELATED | 501 (C) (3) | EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $457,500 | 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 | $1,610 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,249 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $848 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $556,341 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $693,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $693,048 | 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 | SARA HOYT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 12366 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $498,172 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10870 SHARES OF COCA COLA COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $498,172 | FairMarketValueAmt |
| Received | 2017-12-28 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF PAGE 5, PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION DISTRIBUTED $290,000 TO DONOR-ADVISED FUNDS ($190,000 TO THE COMMUNITY FOUNDATION FOR GREATER ATLANTA AND $100,000 TO THE NORTH GEORGIA COMMUNITY FOUNDATION) OVER WHICH THE FOUNDATION'S TRUSTEES HAVE ADVISORY PRIVILEGES. THESE DISTRIBUTIONS HAVE BEEN TREATED AS QUALIFYING DISTRIBUTIONS FOR 2017 (SEE PART XV, LINE 3A) AS DISTRIBUTIONS FROM THESE FUNDS ARE IN ACCORDANCE WITH THE OVERALL PURPOSE OF THIS FOUNDATION AND ARE USED TO ACCOMPLISH CHARITABLE PURPOSES DESCRIBED UNDER IRS SECTION 170(C)(2)(B). | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,062,308 | EOYBookValueAmt |
| EOYFMV | $8,184,555 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR DIFFERENCE B/T BOOK AND FMV - CURR YR CONTRIBUTION | Desc |
| Amt | $474,625 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH - NONDIV DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $848 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $848 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $848 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $77,705 | $77,705 | $0 |
| BANK SERVICE CHARGES AND FOREIGN TAX | $3,827 | $3,827 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX - 2017 | CategoryTxt |
| Amt | $6,200 | Amt |
| Net Investment Income | $6,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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