BETA

ROBERT D AND VIRGINIA J MCCALLUMFOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROBERT D AND VIRGINIA J MCCALLUMFOUNDATION (EIN 20-4711665)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-06
IRS object ID
201812499349100116
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-09-06T15:26:21-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621110839PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER THOMPSON ARNOLD PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16525 N QUAIL HOLLOW SUITE 500AddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38120ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204711665EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT D AND VIRGINIA JBusinessNameLine1Txt
Business Name Line2MCCALLUM FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone9016841170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16525 N QUAIL HOLLOW RD STE 500AddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT MCCALLUM JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9016841170PhoneNum
Signature2018-09-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID CUICCHIPreparerPersonNm
PTINP00316249PTIN
Phone9016841170PhoneNum
Preparation2018-09-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.167.238.8IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-06IPDt
IP Tm15:26:21IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id57DA44046E02AE91CBE12B1F07D1FCEC562DFDADAtSubmissionCreationDeviceId
At Submission Filing Device Id57DA44046E02AE91CBE12B1F07D1FCEC562DFDADAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$776,579FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$262,866ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$75InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$75InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,835DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,835DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$288,265NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$370,592GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$288,265CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$564,041TotalRevAndExpnssAmt
Total Net Invst Incm$301,175TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$7,920AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,920AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,915TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$6,472OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,472OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$16,307TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,392TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,307TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,392TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$491,734ExcessRevenueOverExpensesAmt
Net Investment Income$286,783NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,756CashBOYAmt
Cash EOY$14,695CashEOYAmt
Cash EOYFMV$14,695CashEOYFMVAmt
Other Investments BOY$463,476OtherInvestmentsBOYAmt
Other Investments EOY$761,884OtherInvestmentsEOYAmt
Other Investments EOYFMV$761,884OtherInvestmentsEOYFMVAmt
Total Assets BOY$474,232TotalAssetsBOYAmt
Total Assets EOY$776,579TotalAssetsEOYAmt
Total Assets EOYFMV$776,579TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$474,232RetainedEarningBOYAmt
Retained Earning EOY$776,579RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$474,232TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$776,579TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$474,232TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$776,579TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$474,232TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$491,734ExcessRevenueOverExpensesAmt
Other Increases$73,479OtherIncreasesAmt
Subtotal$1,039,445SubtotalAmt
Other Decreases$262,866OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$776,579TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
BERKSHIRE HATHAWAYD2017-03-13$261,691$261,691$261,691
CAPITAL GAIN DIVIDENDSP2017-12-31$21,126$21,126$21,126
US TRUSTP$87,775$5,448$5,448$82,327
FieldValueIRS element (for citing)
Capital Gain Net Income$288,265CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$5,448NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$297,859AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$382,647NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.778417DistributionYr1Rt
Adjusted Qlfy Distri Yr2$94,081AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$717,761NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.131076DistributionYr2Rt
Adjusted Qlfy Distri Yr3$101,803AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$834,586NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.121980DistributionYr3Rt
Adjusted Qlfy Distri Yr4$99,603AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$804,078NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.123872DistributionYr4Rt
Adjusted Qlfy Distri Yr5$85,580AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$760,800NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.112487DistributionYr5Rt
Total Distribution1.267832TotalDistributionRt
Average Distribution0.253566AverageDistributionRt
Net Vl Noncharitable Assets$697,062NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$176,751AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,868NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$179,619AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$56,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,736InvestmentIncomeExciseTaxAmt
Subtotal$5,736SubtotalAmt
Tax Based On Investment Income$5,736TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,160EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$5,360TotalPaymentsAndCreditsAmt
Tax Due$376TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER THOMPSON ARNOLD PLLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9016841170PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16525 N QUAIL HOLLOW SUITE 500AddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38120ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT MCCALLUM JR
2440 PEACHTREE ROAD NW NO 15ATLANTAGA30305TRUSTEE000.00$0$0$0
ROBERT DAVIS MCCALLLUM III
52 CLARK STREET APT 8EBROOKLYNNY11201TRUSTEE000.00$0$0$0
JOHN BAILEY MCCALLUM
2963 6TH STBOULDERCO80304TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$693,825AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,852AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$707,677TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$707,677AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,615CashDeemedCharitableAmt
Net Vl Noncharitable Assets$697,062NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,853MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,853MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,736TaxBasedOnInvestmentIncomeAmt
Total Tax$5,736TotalTaxAmt
Distributable Before Adj$29,117DistributableBeforeAdjAmt
Distributable Before Ded$29,117DistributableBeforeDedAmt
Distributable As Adjusted$29,117DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,000ExpensesAndContributionsAmt
Qualifying Distributions$56,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$56,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,117DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$49,466ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$59,909ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,175ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$59,811ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$283,047ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$514,408TotalExcessDistributionCyovAmt
Qualifying Distributions$56,000QualifyingDistributionsAmt
Applied To Current Year$29,117AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,883RemainingDistriFromCorpusAmt
Total Corpus$541,291TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$49,466ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$491,825ExcessDistriCyovToNextYrAmt
Excess From Year4$59,909ExcessFromYear4Amt
Excess From Year3$62,175ExcessFromYear3Amt
Excess From Year2$59,811ExcessFromYear2Amt
Excess From Year1$283,047ExcessFromYear1Amt
Excess From Current Year$26,883ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HUDSON LIBRARY
PO BOX 430HIGHLANDSNC28741PROGRAM SERVICES$1,000
WESTMINISTER SCHOOLS
2520 RIDGEWAY RDMEMPHISTN38119PROGRAM SERVICES$1,000
TUSCULUM COLLEGE
PO BOX 5040GREENVILLETN37743PROGRAM SERVICES$2,500
RHODES COLLEGE
2000 NORTH PARKWAYMEMPHISTN38112PROGRAM SERVICES$2,500
FEDERALIST SOCIETY
1015 18TH ST NW STE425WASHINGTONDC20036PROGRAM SERVICES$2,000
PRINCETON UNIVERSITY
PRINCETONPRINCETONNJ08544PROGRAM SERVICES$1,000
COLONIAL WILLIAMSBURG FOUNDATION
101 S HENRY STWILLIAMSBURGVA23185PROGRAM SERVICES$2,000
AMERICAN FRIENDS OF CHRIST CHURCH
3900 NYS ROUTE 22WILLSBORONY12996PROGRAM SERVICES$1,000
WILLIAMS COLLEGE
880 MAIN STWILLIAMSTOWNMA01267PROGRAM SERVICES$1,000
CHOATE ROSEMARY HALL FOUNDATION
3330 CHRISTIAN STWALLINGFORDCT06492PROGRAM SERVICES$2,500
CHERWONKI FOUNDATION
485 CHEWONKI NECK RDWISCASSETME04578PROGRAM SERVICES$1,000
THE BASCOM ART CENTER
323 FRANKLIN RDHIGHLANDSNC28741PROGRAM SERVICES$2,000
AMERICAN TRUST FOR OXFORD UNIVERSIT
8229 BOONE BLVD STE 240VIENNAVA22182PROGRAM SERVICES$2,000
HUDSON VALLEY SHAKESPEARE FESTIVAL
140 MAIN STCOLD SPRINGNY10516PROGRAM SERVICES$10,000
GEORGE W BUSH FOUNDATION
2943 SMU BLVDDALLASTX75205PROGRAM SERVICES$20,000
MEMPHIS COLLEGE OF ART
1930 POPLAR AVEMEMPHISTN38104PROGRAM SERVICES$2,500
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521PROGRAM SERVICES$1,000
SHEPHERD CENTER FOUNDATION
2020 PEACHTREE RD NWATLANTAGA30309PROGRAM SERVICES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,835ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$288,265ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$301,175ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$301,175TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT D MCCALLUM JRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12440 PEACHTREE ROAD NW NO 15AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Total Contributions$262,866TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyONE SHARE BERKSHIRE HATHAWAY INCNoncashPropertyDesc
Fair Market Value$262,866FairMarketValueAmt
Received2017-03-10ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,920Amt
Net Investment Income$7,920NetInvestmentIncomeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LONGLEAF PARTNERS FUNDFMV$302,471$302,471
U.S. TRUSTFMV$459,413$459,413

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE IN FMV & BASIS OF DONATED STOCK SOLD IMDesc
Amt$262,866Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK FEES$6,472$6,472

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN FAIR MARKET VALUEDesc
Amt$73,479Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1,915Amt

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