PRIMERICA FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PRIMERICA FOUNDATION INC (EIN 27-4689647)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201823129349100952
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T13:04:38-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581763439 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDHAM BRANNON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3630 PEACHTREE RD NE SUITE 600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | 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 | 274689647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRIMERICA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIM | BusinessNameControlTxt |
| Phone | 4705646245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PRIMERICA PARKWAY | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30099 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN FINE SALTIEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4705646245 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLYE W DOOLEY | PreparerPersonNm |
| PTIN | P00292964 | PTIN |
| Phone | 4048982000 | PhoneNum |
| Preparation | 2018-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.7.232.99 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 15:06:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A6C88B033A3E0C9096481CE12124EB1E5CC74DBB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C21BBA894055C1828D78C48209A2836653DB597B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $724,727 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,069,691 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,094 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,094 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,073,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,094 | 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 |
| Legal Fees Rev And Expnss | $16,138 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,138 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,215 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,935 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $150 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $150 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,405 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,405 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,738 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,888 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,850 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,103 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,478 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,010,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,210,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,103 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,056,478 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$136,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $786,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $724,727 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $724,727 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $786,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $724,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $724,727 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $75,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $75,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $786,523 | UnrestrictedBOYAmt |
| Unrestricted EOY | $649,727 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $786,523 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $649,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $786,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $724,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $786,523 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$136,796 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $649,727 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $649,727 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,066,843 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $757,962 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.407515 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $959,150 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $734,042 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.306669 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $980,496 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $775,372 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.264549 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,017,379 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $756,738 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.344427 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $717,241 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $659,307 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.087871 | DistributionYr5Rt |
| Total Distribution | 6.411031 | TotalDistributionRt |
| Average Distribution | 1.282206 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $786,883 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,008,946 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,008,946 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,056,478 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | WWW.PRIMERICAFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | ANNE SOUTTER | IndividualWithBooksNm |
| Phone | 4705646245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PRIMERICA PARKWAY | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300990001 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN FINE SALTIEL | ||||||||
| 1 PRIMERICA PARKWAY | DULUTH | GA | 300990001 | CHAIRMAN & PRESIDENT | 5.00 | $0 | $0 | $0 |
| ANNE SOUTTER | ||||||||
| 1 PRIMERICA PARKWAY | DULUTH | GA | 300990001 | VICE CHAIRMAN, VP | 20.00 | $0 | $0 | $0 |
| WILLIAM J NEMETZ | ||||||||
| 1 PRIMERICA PARKWAY | DULUTH | GA | 300990001 | TREASURER | 5.00 | $0 | $0 | $0 |
| MARGARET HALBERT | ||||||||
| 1 PRIMERICA PARKWAY | DULUTH | GA | 300990001 | SECRETARY | 20.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $798,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $798,866 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $798,866 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $786,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,344 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $39,344 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,344 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,344 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,056,478 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,056,478 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,056,478 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,344 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $684,276 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $979,542 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $941,727 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $922,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,028,945 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,556,938 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,056,478 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,344 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,017,134 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,574,072 | 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 | $684,276 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,889,796 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $979,542 | ExcessFromYear4Amt |
| Excess From Year3 | $941,727 | ExcessFromYear3Amt |
| Excess From Year2 | $922,448 | ExcessFromYear2Amt |
| Excess From Year1 | $1,028,945 | ExcessFromYear1Amt |
| Excess From Current Year | $1,017,134 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF AMERICA | |||||||
| 141 AUBURN AVENUE | ATLANTA | GA | 30303 | NONE | PC | SUPPORT FOR TALENTED YOUNG LMI AMERICANS PURSUING HIGHER EDUCATION | $10,000 |
| ALZHEIMER'S ASSOCIATION GEORGIA CHAPTER | |||||||
| 41 PERIMETER CENTER EAST SUITE 550 | ATLANTA | GA | 30346 | NONE | PC | FUNDING RESEARCH TO END THE DISEASE;ENHANCED CARE & SUPPORT FOR THOSE W/DEMENTIA | $10,000 |
| AMERICAN RED CROSS | |||||||
| 1955 MONROE DRIVE NE | ATLANTA | GA | 30324 | NONE | PC | HOME FIRE PREVENTION AND SAFETY CAMPAIGN | $10,000 |
| AMERICAN RED CROSS | |||||||
| 1955 MONROE DRIVE NE | ATLANTA | GA | 30324 | NONE | PC | HURRICAN HARVEY RELIEF | $25,000 |
| ATLANTA CHILDREN'S SHELTER | |||||||
| 607 PEACHTREE STREET NE | ATLANTA | GA | 303080322 | NONE | PC | SUPPORT FOR HOMELESS FAMILIES WITH CHILDREN | $25,000 |
| AURORA THEATRE | |||||||
| 128 E PIKE STREET | LAWRENCEVILLE | GA | 30046 | NONE | PC | SUPPORT FOR LEARNING LIBRARY EDUCATIONAL PLAY SERIES & TEATRO AURORA | $15,000 |
| BOYS & GIRLS CLUBS OF METRO ATL | |||||||
| 1275 PEACHTREE STREET NE SUITE 500 | ATLANTA | GA | 30309 | NONE | PC | SUPPORT FOR LMI YOUTH FOR ACADEMIC SUCCESS, HEALTHY LIFESTYLES AND LEADERSHIP DEV. | $15,000 |
| COMMUNITY FOUNDATION FOR NORTHEAST GEORGIA | |||||||
| 6500 SUGARLOAF PARKWAY SUITE 220 | DULUTH | GA | 30097 | NONE | PC | COMMUNITY DEVELOPMENT | $25,000 |
| COOL GIRLS | |||||||
| 621 NORTH AVENUE NE SUITE A 220 | ATLANTA | GA | 30308 | NONE | PC | ACADEMIC SUPPORT, FINANCIAL EDUCATION & LIFE SKILLS DEVELOPMENT FOR LMI GIRLS | $25,000 |
| CURE CHILDHOOD CANCER | |||||||
| 200 ASHFORD CENTER N SUITE 250 | ATLANTA | GA | 30338 | NONE | PC | FUNDING RESEARCH FOR CHILDHOOD CANCER; SUPPORT FOR FAMILIES W/CHILDREN W/CANCER | $10,000 |
| DIRECT SELLING EDUCATION FOUNDATION | |||||||
| 1667 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | NONE | PC | SUPPORT FOR COMMUNITY COLLEGE ENTREPRENEURIAL PROGRAM | $10,000 |
| EAGLE RANCH | |||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | NONE | PC | SUPPORT FOR CHILDREN IN CRISIS | $10,000 |
| ECONOMIC EMPOWERMENT INITIATIVECENTERS OF HOPE | |||||||
| 250 GEORGIA AVENUE SUITE 203 | ATLANTA | GA | 30312 | NONE | PC | FINANCIAL LITERACY AND TRAINING PROGRAM FOR LMI YOUTH | $25,000 |
| FERNBANK MUSEUM OF NATIONAL HISTORY | |||||||
| 767 CLIFTON ROAD NE | ATLANTA | GA | 303071221 | NONE | PC | SCIENCE & ENVIRONMENTAL EDUCATION FOR LMI YOUTH | $10,000 |
| FOUNDATION FOR PUERTO RICO | |||||||
| PO BOX 364029 | SAN JUAN | PR | 009364029 | NONE | PC | HURRICANE MARIA RELIEF & RECOVERY | $50,000 |
| FRIENDS OF GWINNETT COUNTY SENIORS | |||||||
| 75 LANGLEY DRIVE | LAWRENCEVILLE | GA | 30046 | NONE | PC | SUPPORT & PROMOTION OF HEALTH, WELL-BEING AND PERSONAL SAFETY FOR SENIORS | $10,000 |
| GRIPUNITED WAY | |||||||
| 100 EDGEWOOD AVENUE NE | ATLANTA | GA | 30303 | NONE | PC | SUPPORT FOR STRUCTURED RE-ENTRY PROGRAM FOR INCARCERATED INDIVIDUALS | $15,000 |
| GATEWAY DOMESTIC VIOLENCE CENTER | |||||||
| PO BOX 2962 | GAINESVILLE | GA | 30503 | NONE | PC | SUPPORT FOR NEW SHELTER FOR SURVIVORS OF DOMESTIC VIOLENCE | $25,000 |
| GEORGIA CENTER FOR NONPROFITS | |||||||
| 100 PEACHTREE STREET NW SUITE 1500 | ATLANTA | GA | 30303 | NONE | PC | SUPPORT FOR BUILDING CAPACITY FOR NPSS SERVING LMI COMMUNITY IN ATLANTA | $25,000 |
| GEORGIA COUNCIL ON ECONOMIC EDUCATION | |||||||
| PO BOX 1619 | ATLANTA | GA | 303011619 | NONE | PC | SUPPORT FOR PROGRAM FOR HIGH SCHOOL ECONOMICS TEACHERS TEACHING PERSONAL FINANCE | $20,000 |
| GEORGIA GWINNETT COLLEGE | |||||||
| 1000 UNIVERSITY CENTER LANE | LAWRENCEVILLE | GA | 30043 | NONE | PC | EDUCATIONAL SUPPORT FOR LMI COLLEGE STUDENTS | $10,000 |
| GEORGIA PARTNERSHIP FOR EXCELLENCE IN EDUCATION | |||||||
| 270 PEACHTREE STREET SUITE 2200 | ATLANTA | GA | 30303 | NONE | PC | SUPPORT FOR EXCELLENCE & EQUITY IN EDUCATION FOR LMI HIGH SCHOOL STUDENTS | $10,000 |
| GEORGIA RIVER NETWORK | |||||||
| 126 S MILLEDGE AVENUE SUITE E3 | ATHENS | GA | 30605 | NONE | PC | SUPPORT FOR PROGRAM TO PROTECT AND RESTORE GEORGIA RIVERS | $10,000 |
| GLEANERS FOOD BANK OF INDIANA | |||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | NONE | PC | SUPPORT OF COMMUNITY ACTION RELIEF MOBILE AND SCHOOL-BASED FOOD PANTRIES | $50,000 |
| GWINNETT CHILDREN'S SHELTER | |||||||
| PO BOX 527 | BUFORD | GA | 305150527 | NONE | PC | SUPPORT FOR SHELTER PROGRAM FOR HOMELESS WOMEN & CHILDREN | $10,000 |
| GWINNETT COALITION FOR HEALTH & HUMAN SERVICES | |||||||
| 750 S PERRY STREET SUITE 312 | LAWRENCEVILLE | GA | 30046 | NONE | PC | SUPPORT FOR COMPREHENSIVE HEALTH IMPROVEMENT PLAN FOR LMI POPULATION | $25,000 |
| GWINNETT COUNCIL FOR THE ARTSHUDGENS ART CENTER | |||||||
| 6400 SUGARLOAF PARKWAY BLDG 300 | DULUTH | GA | 30097 | NONE | PC | SUPPORT FOR VISUAL & COMMUNITY ARTS INITIATIVES FOR ALL | $25,000 |
| GWINNETT COUNTY PUBLIC LIBRARY FOUNDATION | |||||||
| 1001 LAWRENCEVILLE HIGHWAY | LAWRENCEVILLE | GA | 30046 | NONE | PC | SUPPORT OF EDUCATION & WORKFORCE DEVELOPMENT THROUGH MULTI-MEDIA COMMONS | $25,000 |
| GWINNETT COUNTY PUBLIC SCHOOLS FOUNDATION | |||||||
| 437 OLD PEACHTREE ROAD NW | SUWANEE | GA | 300242978 | NONE | PC | SUPPORT OF COMMUNITY-BASED MENTORING PROGRAM FOR AT-RISK STUDENTS | $25,000 |
| GWINNETT ENVIRONMENTAL & HERITAGE CENTER | |||||||
| 2020 CLEAN WATER DRIVE | BUFORD | GA | 30519 | NONE | PC | SUPPORT OF K-12 EDUCATIONAL PROGRAMMING FOR LMI STUDENTS | $10,000 |
| GWINNETT TECHNICAL FOUNDATION | |||||||
| 5150 SUGARLOAF PARKWAY | LAWRENCEVILLE | GA | 30043 | NONE | PC | HIGHER EDUCATIONAL SUPPORT FOR LMI STUDENTS | $25,000 |
| HISPANIC ORGANIZATION PROMOTING EDUCATION (HOPE) | |||||||
| 490 BRISCOE BLVD | LAWRENCEVILLE | GA | 30046 | NONE | PC | SUPPORT FOR SINGLE MOTHER'S TRANSITIONING FROM HOMELESSNESS | $10,000 |
| HOPE ANIMAL-ASSISTED CRISIS RESPONSE | |||||||
| 1292 HIGH STREET 182 | EUGENE | OR | 97401 | NONE | PC | ANIMAL-ASSISTED SUPPORT FOR INDIVIDUALS AFFECTED BY CRISIS & DISASTERS | $10,000 |
| INTERLOCKING COMMUNITIES | |||||||
| 5170 EDINBOROUGH PL | SUGAR HILL | GA | 305187811 | NONE | PC | SUPPORT FOR "READY BY FIVE" PROGRAM TO PREPARE LMI CHILDREN FOR KINDERGARTEN | $10,000 |
| JEWISH FAMILY & CAREER SERVICES | |||||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | NONE | PC | SUPPORT FOR FINANCIAL LITERACY PROJECT FOR LMI & UNEMPLOYED INDIVIDUALS | $15,000 |
| JEWISH FAMILY & CAREER SERVICES | |||||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | NONE | PC | SUPPORT FOR INDIVIDUALS AND THEIR FAMILIES AFFECTED BY ADDICTION | $10,000 |
| JUNIOR ACHIEVEMENT OF GEORGIA INC | |||||||
| 460 ABERNATHY ROAD NE | ATLANTA | GA | 30328 | NONE | PC | SUPPORT FOR INTERACTIVE JA FINANCE PARK EDUCATIONAL PROJECT FOR MIDDLE SCHOOLERS | $25,000 |
| JUNIOR ACHIEVEMENT OF GEORGIA INC | |||||||
| 460 ABERNATHY ROAD NE | ATLANTA | GA | 30328 | NONE | PC | SUPPORT FOR JA ACADEMY THAT PROVIDES SKILLS NEEDED FOR CAREERS & LIFE SUCCESS | $25,000 |
| LEADERSHIP GWINNETT FOUNDATION | |||||||
| 6500 SUGARLOAF PARKWAY | DULUTH | GA | 30097 | NONE | PC | SUPPORT FOR EDUCATING DIVERSE COMMUNITY LEADERSHIP | $10,000 |
| MUST MINISTRIES | |||||||
| 1407 COBB PARKWAY N | MARIETTA | GA | 30061 | NONE | PC | SUPPORT FOR HOMELESS SHELTER & EMPLOYMENT PROGRAMS FOR HOMELESS & UNEMPLOYED | $10,000 |
| NATIONAL CENTER FOR CIVIL & HUMAN RIGHTS | |||||||
| 250 WILLIAMS STREET NW SUITE 2322 | ATLANTA | GA | 30303 | NONE | PC | SUPPORT FOR SPONSORSED ADMISSIONS FOR ECONOMICALLY CHALLENGED STUDENTS & SCHOOLS | $10,000 |
| NOTHING BUT THE TRUTH | |||||||
| PO BOX 845 | DACULA | GA | 30019 | NONE | PC | SUPPORT FOR WEEKEND FOOD PROGRAM FOR FOOD INSECURE CHILDREN | $10,000 |
| OPERATION HOPE | |||||||
| 707 WILSHIRE BLVD SUITE 3030 | LOS ANGELES | CA | 90017 | NONE | PC | SUPPORT FOR FINANCIAL LITERACY/ENTREPRENEURSHIP CLASSES FOR UNDERSERVED YOUTH | $20,000 |
| ORANGE DUFFEL BAG INITIATIVE | |||||||
| 1801 PEACHTREE STREET NE SUITE 300 | ATLANTA | GA | 30309 | NONE | PC | SUPPORT FOR FINANCIAL LITERACY/ENTREPRENEURSHIP CLASSES FOR UNDERSERVED YOUTH | $25,000 |
| PARTNERSHIP AGAINST DOMESTIC VIOLENCE | |||||||
| P O BOX 170225 | ATLANTA | GA | 30317 | NONE | PC | SUPPORT FOR EMERGENCY SHELTER, BASIC NEEDS & SUPPORT FOR DOMESTIC VIOLENCE VICTIMS | $25,000 |
| RAINBOW VILLAGE | |||||||
| 3427 DULUTH HIGHWAY 120 | DULUTH | GA | 30096 | NONE | PC | SUPPORT FOR HOMELESS FAMILIES TRANSITIONING INTO SOCIETY | $25,000 |
| SAFE AMERICA FOUNDATION | |||||||
| 2000 FIRST DRIVE SUITE 310 | MARIETTA | GA | 30062 | NONE | PC | SUPPORT FOR VETERANS ASSISTANCE PROGRAMS & VETS TRANSISITION INTO CIVILIAN LIFE | $10,000 |
| UNITED SERVICES ORGANIZATION (USO) | |||||||
| 6000 N TERMINAL PARKWAYSUITE 320 | ATLANTA | GA | 30320 | NONE | PC | SUPPORT FOR PATHFINDER PROGRAM FOR SERVICE MEMBERS TRANSITIONING TO CIVILIAN LIFE | $25,000 |
| VETERANS RESOURCE CENTER (FISCAL AGENTGW COAL) | |||||||
| 750 S PERRY STREET SUITE 312 | LAWRENCEVILLE | GA | 30046 | NONE | PC | SUPPORT FOR CRITICAL SERVICES FOR VETERANS & THEIR FAMILIES | $10,000 |
| WILL TO LIVE FOUNDATION | |||||||
| 5805 STATE BRIDGE RD SUITE G-212 | JOHNS CREEK | GA | 30097 | NONE | PC | TEEN SUICIDE PREVENTION PROGRAM | $10,000 |
| WOODRUFF ARTS CENTER | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | ARTS ACCESS PROGRAM FOR LMI STUDENTS | $50,000 |
| YEAR UP | |||||||
| 730 PEACHTREE STREET NE SUITE 900 | ATLANTA | GA | 30308 | NONE | PC | SUPPORT FOR EDUCATIONAL AND PROFESSIONAL DEVELOPMENT FOR LMI STUDENTS | $25,000 |
| YMCA OF METRO ATLANTA | |||||||
| 2985 SUGARLOAF PARKWAY | LAWRENCEVILLE | GA | 30045 | NONE | PC | SUPPORT FOR SUMMER CAMP FOR UNDERSERVED CHILDREN | $10,000 |
| YMCA OF NORTHWEST NORTH CAROLINA | |||||||
| 301 N MAIN STREET SUITE 1900 | WINSTONSALEM | NC | 27101 | NONE | PC | SUPPORT FOR AFTER-SCHOOL ENRICHMENT PROGRAM FOR LMI YOUTH | $10,000 |
| ZOO ATLANTA | |||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 303151440 | NONE | PC | SUPPORT OF EMERGENCY SHELTER SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,010,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JUNIOR ACHIEVEMENT OF GEORGIA INC | |||||||
| 460 ABERNATHY ROAD NE | ATLANTA | GA | 30328 | NONE | PC | SUPPORT THE MISSION OF JUNIOR ACHIEVEMENT | $75,000 |
| UNITED WAY OF GREATER ATLANTA | |||||||
| 100 EDGEWOOD AVENUE NE | ATLANTA | GA | 30303 | NONE | PC | SUPPORT FOR SOCIAL SERVICES FOR LMI POPULATION IN GREATER ATLANTA | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,094 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,094 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,094 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BUISSON FOUNDATION | ||||||
| 1 | 6354 J F JAY ROAD | GAINESVILLE | GA | 305063420 | $25,000 | Yes (X) |
| PRIMERICA | ||||||
| 2 | 1 PRIMERICA PARKWAY | DULUTH | GA | 300990001 | $1,023,576 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $12,150 | Amt |
| Net Investment Income | $1,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,935 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,138 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,138 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $2,888 | $2,888 | $0 |
| SOFTWARE FEE | $15,803 | $0 | $15,803 |
| MEALS AND ENTERTAINMENT | $93 | $0 | $93 |
| BUSINESS LICENSES AND FEES | $350 | $0 | $350 |
| CORPORATE RELATIONS | $1,456 | $0 | $1,456 |
| OFFICE SUPPLIES | $148 | $0 | $148 |
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