JOYCE FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOYCE FAMILY FOUNDATION INC (EIN 45-2684840)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-02
- IRS object ID
- 201743069349100104
- 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
- Schedule B
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-02T09:11:20-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581367012 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HLB GROSS COLLINS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 CUMBERLAND BOULEVARD 900 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452684840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOYC | BusinessNameControlTxt |
| Phone | 4046426900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PINE VALLEY ROAD SE | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY JOYCE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4046426900 | PhoneNum |
| Signature | 2017-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULINE REYNOLDS | PreparerPersonNm |
| PTIN | P00172434 | PTIN |
| Phone | 7704331711 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.15.33.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-31 | IPDt |
| IP Tm | 15:25:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4B897F735614FF70C9C37333D5574B82ABD40C2F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 061392BB3B0AFF7C4BECEA80607458649DE7FB22 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,982,557 | 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 | $753,808 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $241,042 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,385,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $241,042 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,799 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,799 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,037,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $283,950 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $31,075 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,075 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,312 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,312 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,777 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $317 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,164 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,704 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $376,208 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $376,208 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $411,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,704 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $376,208 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $626,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $251,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,746,517 | CashBOYAmt |
| Cash EOY | $2,372,903 | CashEOYAmt |
| Cash EOYFMV | $2,982,557 | CashEOYFMVAmt |
| Total Assets BOY | $1,746,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,372,903 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,982,557 | 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 | $1,746,517 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,372,903 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,746,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,372,903 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,746,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,372,903 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,746,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $626,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,372,903 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,372,903 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY 5861 - ST COVERED | P | 2016-06-30 | $113,470 | $140,354 | -$26,884 | -$26,884 |
| MORGAN STANLEY 5861 - ST NONCOVERED | P | 2016-06-30 | $61 | $61 | $61 | |
| MORGAN STANLEY 5861 - LT COVERED | P | 2016-06-30 | $183,668 | $194,789 | -$11,121 | -$11,121 |
| MORGAN STANLEY 9486 - ST COVERED | P | 2016-06-30 | $91,727 | $99,618 | -$7,891 | -$7,891 |
| MORGAN STANLEY 9486 - ST NONCOVERED | P | 2016-06-30 | $63,476 | $67,581 | -$4,105 | -$4,105 |
| MORGAN STANLEY 9486 - LT COVERED | P | 2016-06-30 | $443,481 | $264,970 | $178,511 | $178,511 |
| MORGAN STANLEY 9486 - LT NONCOVERED | P | 2016-06-30 | $114,009 | $50,485 | $63,524 | $63,524 |
| MORGAN STANLEY 9494 - ST COVERED | P | 2016-06-30 | $54,366 | $71,277 | -$16,911 | -$16,911 |
| MORGAN STANLEY 9494 - LT COVERED | P | 2016-06-30 | $180,810 | $141,139 | $39,671 | $39,671 |
| MORGAN STANLEY 9494 - LT NONCOVERED | P | 2016-06-30 | $78,755 | $51,233 | $27,522 | $27,522 |
| MORGAN STANLEY 9918 - ST COVERED | P | 2016-06-30 | $18,630 | $18,903 | -$273 | -$273 |
| MORGAN STANLEY 9918 - ST NONCOVERED | P | 2016-06-30 | $6,600 | $7,419 | -$819 | -$819 |
| MORGAN STANLEY 9918 - LT COVERED | P | 2016-06-30 | $36,109 | $36,352 | -$243 | -$243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $241,042 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $257,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,704,837 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095200 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $376,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,787,860 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.135050 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $166,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,355,654 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070469 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $162,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,871,603 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086557 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,000,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,595,550 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.385275 | DistributionYr5Rt |
| Total Distribution | 0.772551 | TotalDistributionRt |
| Average Distribution | 0.154510 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,765,064 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $427,230 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,512 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $429,742 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $376,208 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,025 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,025 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,025 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,921 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,150 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,071 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,046 | OverpaymentAmt |
| Applied To ES Tax | $5,046 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY JOYCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4046426900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 WINDY HILL RD STE 915 W | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303398570 | 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY JOYCE | ||||||||
| 3200 WINDY HILL RD STE 915 W | ATLANTA | GA | 303398570 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CYNTHIA JOYCE | ||||||||
| 3200 WINDY HILL RD STE 915 W | ATLANTA | GA | 303398570 | DIRECTOR | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,807,172 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,807,172 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,807,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,765,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,253 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,253 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,025 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,025 | TotalTaxAmt |
| Distributable Before Adj | $133,228 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $133,228 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $133,228 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $376,208 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $376,208 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $376,208 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,228 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $938,588 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,772 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $241,381 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $124,160 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,424,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $376,208 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $133,228 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $242,980 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,667,881 | 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 | $938,588 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $729,293 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,000 | ExcessFromYear4Amt |
| Excess From Year3 | $50,772 | ExcessFromYear3Amt |
| Excess From Year2 | $241,381 | ExcessFromYear2Amt |
| Excess From Year1 | $124,160 | ExcessFromYear1Amt |
| Excess From Current Year | $242,980 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY JOYCE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBRIGHT COLLEGE | ||||||
| 1621 N 13TH STREET | READING | PA | 19604 | NONE | TO SUPPORT EDUCATION. | $202,208 |
| UNIVERSITY OF TENNESSEE | ||||||
| 527 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | NONE | TO SUPPORT EDUCATION. | $55,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 2302 PARKLAKE DRIVE NE SUITE 210 | ATLANTA | GA | 30345 | NONE | TO SUPPORT ACTIVITIES TO FIND A CURE AND PROVIDE PEOPLE WITH CYSTIC FIBROSIS OPPORTUNITIES TO SUCCEED. | $102,500 |
| OHANA INSTITUTE | ||||||
| 82 S BARRETT SQUARE SUITE 2A | ROSEMARY BEACH | FL | 32461 | NONE | TO SUPPORT EDUCATION. | $10,000 |
| MT BETHEL UNITED METHODIST CHURCH | ||||||
| 4385 LOWER ROSWELL ROAD | MARIETTA | GA | 30068 | NONE | TO SUPPORT RELIGIOUS ACTIVITIES. | $500 |
| THE ALEX LEVASSEUR MEMORIAL FUND OF THE COMMUNITY FOUNDATION OF MIDDLE TENN | ||||||
| 3833 CLEGHORN AVE STE 400 | NASHVILLE | TN | 372152519 | NONE | TO SUPPORT PROGRAMS AND PROJECTS TO HELP OVERLOOKED AND AT-RISK YOUTH. | $5,000 |
| ROSEMARY BEACH FOUNDATION INC | ||||||
| PO BOX 611306 | ROSEMARY BEACH | FL | 32461 | NONE | TO SUPPORT EDUCATION. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $376,208 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,109 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,799 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $241,042 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $283,950 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $283,950 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY JOYCE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 WINDY HILL RD STE 915 W | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303398570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $753,808 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $753,808 | FairMarketValueAmt |
| Received | 2016-11-29 | ReceivedDt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $2,460 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $317 | $317 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTION | $315 | $315 | $315 |
| REFUNDS | $130 | $130 | $130 |
| CAPITAL GAINS | $1,354 | $1,354 | $1,354 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $31,075 | Amt |
| Net Investment Income | $31,075 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,312 | Amt |
| Net Investment Income | $1,312 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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