THE JACK & AGGIE@BANDY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE JACK & AGGIE@BANDY FOUNDATION INC (EIN 65-1230566)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-09-17
- IRS object ID
- 201812609349100111
- 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 Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-17T10:34:20-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 MARKET STREET SUITE 100 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651230566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACK AND AGGIE BANDY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 7062268835 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 624 | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | B JACKSON BANDY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7062268835 | PhoneNum |
| Signature | 2018-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARL J JORDAN | PreparerPersonNm |
| PTIN | P00441353 | PTIN |
| Phone | 4237567100 | PhoneNum |
| Preparation | 2018-09-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.169.166.192 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-12 | IPDt |
| IP Tm | 10:44:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7025B0A608C4619E541E04B98A8B7B703AAC8040 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,807,141 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,701 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,701 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $132,513 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,513 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$101,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,828,137 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,214 | 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 | $9,585 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,396 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,189 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,870 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,870 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,214 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,792 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,291 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,291 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,266 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,272 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $464,592 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $464,592 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $512,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,266 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $475,864 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$467,607 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,948 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,751,423 | CashBOYAmt |
| Cash EOY | $4,286,360 | CashEOYAmt |
| Cash EOYFMV | $4,286,360 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $739,199 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,363 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,227,448 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,960,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,470,418 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,718,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,297,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,807,141 | 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 | $9,718,070 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,297,103 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,718,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,297,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,718,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,297,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,718,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$467,607 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,640 | OtherIncreasesAmt |
| Subtotal | $9,297,103 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,297,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KEMET CORP SHS | D | 2011-10-14 | 2017-07-28 | $82,233 | $21,000 | $61,233 | $61,233 |
| PETRLEO BRAS | D | 2013-06-07 | 2017-10-30 | $44,414 | $30,660 | $13,754 | $13,754 |
| TEEKAY TANKERS | D | 2014-04-08 | 2017-12-20 | $61,176 | $154,976 | -$93,800 | -$93,800 |
| TEEKAY TANKERS | D | 2014-04-08 | 2017-12-20 | $14,410 | $37,954 | -$23,544 | -$23,544 |
| METLIFE INC | P | 2016-08-04 | 2017-07-12 | $55,563 | $39,125 | $16,438 | $16,438 |
| BRIGHTHOUSE | P | 2016-08-12 | 2017-08-08 | $6,597 | $5,220 | $1,377 | $1,377 |
| CME GROUP | P | 2017-04-26 | 2017-07-28 | $133,372 | $132,000 | $1,372 | $1,372 |
| DISNEY | P | 2017-06-02 | 2017-08-15 | $121,845 | $129,944 | -$8,099 | -$8,099 |
| CARNIVAL CORP | P | 2017-02-21 | 2017-09-05 | $154,080 | $127,765 | $26,315 | $26,315 |
| QUALCOMM | P | 2017-06-02 | 2017-09-26 | $107,329 | $122,927 | -$15,598 | -$15,598 |
| CATERPILLAR INC | P | 2017-04-26 | 2017-12-20 | $45,599 | $31,140 | $14,459 | $14,459 |
| CATERPILLAR INC | P | 2017-04-26 | 2018-01-25 | $49,700 | $31,140 | $18,560 | $18,560 |
| EMERSON ELEC CO. | P | 2017-10-05 | 2018-01-29 | $54,824 | $47,976 | $6,848 | $6,848 |
| VENTAS INC | P | 2017-02-21 | 2018-01-09 | $57,519 | $62,210 | -$4,691 | -$4,691 |
| BB&T CORPORATION | P | 2017-11-01 | 2018-03-21 | $43,687 | $39,711 | $3,976 | $3,976 |
| CREDIT SUISSE GP | P | 2017-09-19 | 2018-03-13 | $144,965 | $124,560 | $20,405 | $20,405 |
| CREDIT SUISSE GP | P | 2017-10-25 | 2018-03-13 | $126,844 | $113,400 | $13,444 | $13,444 |
| CATERPILLAR INC | P | 2017-04-26 | 2018-03-26 | $103,472 | $72,660 | $30,812 | $30,812 |
| GENERAL MOTORS CO. | P | 2017-11-28 | 2018-03-13 | $76,578 | $88,700 | -$12,122 | -$12,122 |
| MCDONALDS CORP | P | 2017-09-19 | 2018-03-14 | $158,283 | $157,263 | $1,020 | $1,020 |
| OCCIDENTAL PETE CORP | P | 2017-10-16 | 2018-03-13 | $48,243 | $48,750 | -$507 | -$507 |
| PROCTER & GAMBLE CO. | P | 2017-07-12 | 2018-04-23 | $110,382 | $130,375 | -$19,993 | -$19,993 |
| PROCTER & GAMBLE CO. | P | 2017-07-18 | 2018-04-23 | $18,397 | $21,958 | -$3,561 | -$3,561 |
| GENERAL ELECTRIC | P | 2017-07-12 | 2018-06-01 | $69,814 | $133,210 | -$63,396 | -$63,396 |
| TRANSCANADA CORP | P | 2017-06-13 | 2018-05-30 | $75,550 | $86,879 | -$11,329 | -$11,329 |
| TRANSCANADA CORP | P | 2017-07-18 | 2018-05-30 | $50,366 | $60,519 | -$10,153 | -$10,153 |
| BRIGHTHOUSE | P | 2016-08-04 | 2017-08-08 | $8,534 | $6,645 | $1,889 | $1,889 |
| CENTURYLINK | P | 2016-08-04 | 2017-08-17 | $66,599 | $100,181 | -$33,582 | -$33,582 |
| CENTURYLINK | P | 2016-08-12 | 2017-08-17 | $29,883 | $45,570 | -$15,687 | -$15,687 |
| AK STEEL HOLDING | P | 2015-06-17 | 2017-11-01 | $56,939 | $62,139 | -$5,200 | -$5,200 |
| AK STEEL HOLDING | P | 2015-08-10 | 2017-11-01 | $13,140 | $9,475 | $3,665 | $3,665 |
| JP MORGAN CHASE | P | 2016-08-04 | 2017-10-30 | $50,501 | $32,198 | $18,303 | $18,303 |
| PPL CORP | P | 2016-09-09 | 2017-12-12 | $137,885 | $138,440 | -$555 | -$555 |
| ASTRAZENECA PLC | P | 2016-08-04 | 2018-02-20 | $33,593 | $34,358 | -$765 | -$765 |
| LOCKHEED MARTIN | P | 2016-10-26 | 2018-02-20 | $35,772 | $24,928 | $10,844 | $10,844 |
| METLIFE INC | P | 2016-08-04 | 2018-01-31 | $75,166 | $54,177 | $20,989 | $20,989 |
| METLIFE INC | P | 2016-08-12 | 2018-01-31 | $58,006 | $42,487 | $15,519 | $15,519 |
| OCCIDENTAL PETE CORP | P | 2016-08-04 | 2018-03-13 | $53,839 | $62,580 | -$8,741 | -$8,741 |
| OCCIDENTAL PETE CORP | P | 2016-08-23 | 2018-03-13 | $43,740 | $52,187 | -$8,447 | -$8,447 |
| VENTAS INC | P | 2017-02-21 | 2018-03-13 | $50,412 | $62,210 | -$11,798 | -$11,798 |
| INTEL CORP | P | 2016-08-04 | 2018-01-09 | $44,452 | $34,513 | $9,939 | $9,939 |
| JP MORGAN CHASE | P | 2016-08-04 | 2018-01-09 | $5,770 | $3,413 | $2,357 | $2,357 |
| JP MORGAN CHASE | P | 2016-08-12 | 2018-01-09 | $48,664 | $29,039 | $19,625 | $19,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$18,425 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $349,473 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,076,396 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038503 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $151,728 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,115,671 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021323 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,931 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,386,885 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.008542 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,965 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $552,957 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045148 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,180 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $498,732 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050488 | DistributionYr5Rt |
| Total Distribution | 0.164004 | TotalDistributionRt |
| Average Distribution | 0.032801 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,325,473 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $305,885 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $306,984 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $475,864 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $381 | OverpaymentAmt |
| Applied To ES Tax | $381 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | B JACKSON BANDY | IndividualWithBooksNm |
| Phone | 7062268835 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 624 | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30722 | 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 |
|---|---|---|---|---|---|---|---|---|
| B JACKSON BANDY | ||||||||
| 607 VALLEY DRIVE | DALTON | GA | 30720 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KARL J JORDAN | ||||||||
| 629 MARKET STREET SUITE 100 | CHATTANOOGA | TN | 37402 | TREASURER AND SECRETARY | 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 | $4,388,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,078,701 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,467,485 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,467,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,012 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,325,473 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $466,274 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $466,274 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,099 | TotalTaxAmt |
| Distributable Before Adj | $465,175 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $465,175 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $465,175 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $475,864 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $475,864 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,099 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $474,765 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $465,175 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $444,897 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $475,864 | QualifyingDistributionsAmt |
| Applied To Year1 | $444,897 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $434,208 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | B JACKSON BANDY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | B JACKSON BANDY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 624 | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7062268835 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST NEED NOT EXCEED TWO PAGES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMPUS CRUSADE FOR CHRIST | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | NONE | PC | GENERAL OPERATING FUND | $480 |
| COMMUNITY FOUNDATION OF NORTHWEST GEORGIA | |||||||
| 714 S THORNTON AVENUE | DALTON | GA | 30720 | NONE | PC | GENERAL OPERATING FUND | $250,000 |
| DALTON FIRST UNITED METHODIST CHURCH | |||||||
| 500 SOUTH THORTON AVENUE | DALTON | GA | 30720 | NONE | PC | GENERAL OPERATING FUND | $13,944 |
| DALTON STATE FOUNDATION | |||||||
| 650 COLLEGE DRIVE | DALTON | GA | 30720 | NONE | PC | BANDY HERITAGE CENTER | $200,000 |
| SAVE THE CHILDREN | |||||||
| PO BOX 9158 | CHELSEA | MA | 02150 | NONE | PC | GENERAL OPERATING FUND | $168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $464,592 | 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 | $13,701 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,513 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$101,269 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,945 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,945 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,585 | Amt |
| Net Investment Income | $2,396 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,189 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REGIONS FINANCIAL | $249,604 | $102,857 |
| BANK OF AMERICA CORP | $172,511 | $93,465 |
| MERRILL LYNCH | $4,538,265 | $4,274,096 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,291 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,291 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $46,640 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $33,870 | Amt |
| Net Investment Income | $33,870 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $422 | $0 | $0 |
| TAXES, FEES AND LICENSES | $2,792 | $0 | $2,792 |
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