THE JACK & AGGIE@BANDY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE JACK & AGGIE@BANDY FOUNDATION INC (EIN 65-1230566)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-14
- IRS object ID
- 201713189349100241
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T10:24:30-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 LLC PLLC | 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 | 2016-07-01 | 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 | 2017-11-10 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.129.204.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 09:23:22 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C57008C13DA40C7882B4959B0C8DB530DC3148D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 913DD84F709713F41DC2A33D66A59DDF94BEB4D3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,242,086 | 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 | $13,248 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,248 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,182 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$358,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,532,001 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$249,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,430 | 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 | $10,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,884 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,884 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,650 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $343,998 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $343,998 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $384,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $349,473 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$634,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,421 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,094,539 | CashBOYAmt |
| Cash EOY | $4,751,423 | CashEOYAmt |
| Cash EOYFMV | $4,751,423 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $354,647 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $739,199 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $739,199 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,903,155 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,227,448 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,751,464 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,352,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,718,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,242,086 | 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 | $10,352,341 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,718,070 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,352,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,718,070 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,352,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,718,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,352,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$634,271 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,718,070 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,718,070 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AK STEEL HOLDING CO | D | 2014-06-25 | 2016-07-08 | $72,058 | $83,160 | -$11,102 | -$11,102 |
| AMERICAN AXLE & MFG HLDGS | D | 2010-10-21 | 2016-07-08 | $141,678 | $86,306 | $55,372 | $55,372 |
| CAPITAL PRODUCT PARTNERS | D | 2008-10-24 | 2016-07-08 | $11,394 | $26,382 | -$14,988 | -$14,988 |
| CAPITAL PRODUCT PARTNERS | D | 2008-12-16 | 2016-07-08 | $3,988 | $6,700 | -$2,712 | -$2,712 |
| CAPITAL PRODUCT PARTNERS | D | 2009-02-20 | 2016-07-08 | $6,267 | $9,746 | -$3,479 | -$3,479 |
| CAPITAL PRODUCT PARTNERS | D | 2010-06-09 | 2016-07-08 | $6,836 | $15,829 | -$8,993 | -$8,993 |
| HESS CORP | D | 2012-08-20 | 2016-08-04 | $45,553 | $42,536 | $3,017 | $3,017 |
| KEMET CORP SHS | D | 2011-10-14 | 2017-05-08 | $171,356 | $58,800 | $112,556 | $112,556 |
| LINCOLN NTL CORP IND NPV | D | 2011-11-10 | 2016-07-15 | $90,361 | $41,183 | $49,178 | $49,178 |
| NAVIOS MARITIME PARTNERS | D | 2013-06-05 | 2016-07-08 | $6,651 | $37,796 | -$31,145 | -$31,145 |
| SONIC AUTOMOTIVE INC A | P | 2014-01-13 | 2016-07-08 | $67,282 | $86,828 | -$19,546 | -$19,546 |
| WHIRLPOOL CORP | P | 2014-04-15 | 2016-09-16 | $94,444 | $86,805 | $7,639 | $7,639 |
| AK STEEL HOLDINGS CO | P | 2015-06-04 | 2016-08-02 | $62,626 | $55,095 | $7,531 | $7,531 |
| AK STEEL HOLDING CO | P | 2015-06-17 | 2016-08-02 | $12,525 | $9,560 | $2,965 | $2,965 |
| AMERICAN AXLE & MFG HLDGS | P | 2015-03-06 | 2016-07-08 | $290,230 | $464,666 | -$174,436 | -$174,436 |
| CHARLES RIVER LABS INTL | P | 2016-03-01 | 2016-07-15 | $70,736 | $60,443 | $10,293 | $10,293 |
| FORD MOTOR CO | P | 2015-03-05 | 2016-12-01 | $199,836 | $258,186 | -$58,350 | -$58,350 |
| GENERAL MOTORS CO | P | 2015-03-05 | 2017-01-10 | $244,545 | $263,523 | -$18,978 | -$18,978 |
| GREENBRIAR COS INC | P | 2016-03-02 | 2016-07-15 | $102,238 | $80,230 | $22,008 | $22,008 |
| HARTFORD FINL SNVCS GROUP | P | 2015-03-06 | 2016-08-02 | $279,994 | $291,606 | -$11,612 | -$11,612 |
| HILL ROM HLDGS | P | 2016-03-01 | 2016-07-15 | $66,104 | $60,537 | $5,567 | $5,567 |
| MAGNA INTL INC CL A VTG | P | 2015-03-06 | 2017-02-13 | $177,636 | $213,407 | -$35,771 | -$35,771 |
| MOLINA HEALTHCARE, INC | P | 2016-03-01 | 2016-07-08 | $47,135 | $60,096 | -$12,961 | -$12,961 |
| NAVIOS MARITIME MIDSTREAM PARTNERS | P | 2015-03-05 | 2016-08-03 | $346,944 | $348,154 | -$1,210 | -$1,210 |
| NAVIOS MARITIME MIDSTREAM PARTNERS | P | 2015-03-06 | 2016-08-03 | $152,025 | $153,115 | -$1,090 | -$1,090 |
| SUMMIT MATLS INC | P | 2016-06-08 | 2016-08-02 | $103,932 | $104,659 | -$727 | -$727 |
| WALGREENS BOOTS ALLIANCE | P | 2016-06-08 | 2016-08-02 | $99,135 | $99,134 | $1 | $1 |
| JPMORGAN CHASE | P | 2016-08-04 | 2017-06-07 | $82,430 | $64,397 | $18,033 | $18,033 |
| OCCIDENTAL PETE CORP CAL | P | 2016-08-04 | 2017-06-13 | $30,411 | $37,383 | -$6,972 | -$6,972 |
| TORONTO DOMINION BANK | P | 2016-08-04 | 2017-02-24 | $42,635 | $34,466 | $8,169 | $8,169 |
| CREDIT SUISSE GP SP ADR | P | 2016-12-02 | 2017-04-19 | $143,397 | $135,500 | $7,897 | $7,897 |
| PACCAR INC | P | 2016-09-07 | 2017-05-11 | $96,523 | $86,633 | $9,890 | $9,890 |
| ROYAL DUTCH | P | 2016-08-11 | 2017-06-21 | $108,738 | $103,436 | $5,302 | $5,302 |
| ROYAL DUTCH | P | 2016-08-23 | 2017-06-21 | $54,358 | $52,767 | $1,591 | $1,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$87,063 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $151,728 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,115,671 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021323 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,931 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,386,885 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.008542 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,965 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $552,957 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045148 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,180 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $498,732 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050488 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,373 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $514,088 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070752 | DistributionYr5Rt |
| Total Distribution | 0.196253 | TotalDistributionRt |
| Average Distribution | 0.039251 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,076,396 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $356,258 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $734 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $356,992 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $349,473 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,480 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12 | OverpaymentAmt |
| Applied To ES Tax | $12 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A - GRANT MAKING ORGANIZATION | 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 | $5,903,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,310,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,214,615 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,214,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,076,396 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $453,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $453,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,468 | TotalTaxAmt |
| Distributable Before Adj | $452,352 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $452,352 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $452,352 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $349,473 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $349,473 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $349,473 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $452,352 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $342,018 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $349,473 | QualifyingDistributionsAmt |
| Applied To Year1 | $342,018 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,455 | 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 | $444,897 | 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 |
|---|---|---|---|---|---|---|---|
| BOBBY JONES GOLF FOUNDATION | |||||||
| 384 WOODWARD WAY | ATLANTA | GA | 30305 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $100,000 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $480 |
| CHRISTIAN HERITAGE SCHOOL | |||||||
| 1600 MLK JR BLVD | DALTON | GA | 30721 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $500 |
| DALTON FIRST UNITED METHODIST CHURCH | |||||||
| 500 SOUTH THORTON AVENUE | DALTON | GA | 30720 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $242,850 |
| SAVE THE CHILDREN | |||||||
| PO BOX 9158 | CHELSEA | MA | 02150 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $343,998 | 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 | $13,248 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$358,219 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$249,789 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$249,789 | 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 | $10,950 | Amt |
| Net Investment Income | $5,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,475 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REGIONS FINANCIAL | $249,604 | $103,139 |
| BANK OF AMERICA CORP | $172,511 | $94,008 |
| MERRILL LYNCH | $3,805,333 | $3,554,317 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $116 | $116 | $0 |
| MISCELLANEOUS EXPENSES | $1,534 | $1,534 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $27,884 | Amt |
| Net Investment Income | $27,884 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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