JACK N & ADDIE D AVERITT FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JACK N & ADDIE D AVERITT FOUNDATION INC (EIN 58-2093653)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-24
- IRS object ID
- 201700839349100600
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-24T14:24:42+00:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581137570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DABBS HICKMAN HILL & CANNON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 S MAIN ST | AddressLine1Txt |
| City | STATESBORO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 304580716 | 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 | 582093653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK N & ADDIE D AVERITT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 568 | AddressLine1Txt |
| City | STATESBORO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 304590568 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY BRADLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9124899226 | PhoneNum |
| Signature | 2017-03-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM R HICKMAN JR | PreparerPersonNm |
| PTIN | P00744476 | PTIN |
| Phone | 9127646951 | PhoneNum |
| Preparation | 2017-03-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 573B2345A1376528641F5CD1CB9F2F22717B5AEF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 573B2345A1376528641F5CD1CB9F2F22717B5AEF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,365,276 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $57,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $774,853 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,431 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $52 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $139,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,745 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,258 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,129 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,129 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,105 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,596 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,509 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,744 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $30 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,946 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,944 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,471 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,612 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,471 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $215,112 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$96,838 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,274 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,506 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,506 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,555,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,513,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,795,531 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $798,287 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $788,814 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $813,384 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,304,821 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,304,893 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $719,855 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,741,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,643,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,365,276 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $735 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $735 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $114,666 | CapitalStockBOYAmt |
| Capital Stock EOY | $114,666 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $3,640,399 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,640,399 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$14,343 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$111,181 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,740,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,643,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,741,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,643,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,740,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$96,838 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,643,884 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,643,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED | P | 2016-01-01 | 2016-12-31 | $155,531 | $175,548 | -$20,017 | -$20,017 |
| SEE ATTACHED | P | 2016-01-01 | 2016-12-31 | $599,408 | $516,874 | $82,534 | $82,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,431 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $230,961 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,851,707 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080990 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $223,686 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,907,872 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076924 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $197,688 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,806,727 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070434 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $186,311 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,357,419 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055492 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $218,043 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,736,969 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058348 | DistributionYr5Rt |
| Total Distribution | 0.342188 | TotalDistributionRt |
| Average Distribution | 0.068438 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,356,418 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $229,707 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,183 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $230,890 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $215,112 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,365 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,365 | SubtotalAmt |
| Tax Based On Investment Income | $2,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,345 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,345 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,020 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MOLLY SISSON | IndividualWithBooksNm |
| Phone | 9124899226 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 568 | AddressLine1Txt |
| City | STATESBORO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| KATHY BRADLEY | ||||||||
| 2075 SETTLEMENT ROAD | REGISTER | GA | 30452 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALBERT BURKE | ||||||||
| 1209 MERCHANT WAY STE 101 | STATESBORO | GA | 30458 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AUBREY HIGHSMITH | ||||||||
| 2126 HEPHZIBAH MCBEAN RD | HEPHZIBAH | GA | 30818 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JANE JACKSON HIGHSMITH | ||||||||
| PO BOX 127 | HEPHZIBAH | GA | 30815 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRADLEY W HOLMES | ||||||||
| 334 LAKE FOREST DRIVE | ACWORTH | GA | 30102 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| V EDWARD BROWN | ||||||||
| 307 WENDWOOD DRIVE | STATESBORO | GA | 30458 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FRANK FORTUNE | ||||||||
| 239 WELLINGTON CIRCLE | STATESBORO | GA | 30458 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,614,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $715,986 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,407,531 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,407,531 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,356,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,821 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,821 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,365 | TotalTaxAmt |
| Distributable Before Adj | $165,456 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $165,456 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $165,456 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $215,112 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $215,112 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $215,112 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $165,456 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $11,319 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $91,066 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $102,385 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $215,112 | QualifyingDistributionsAmt |
| Applied To Current Year | $165,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,656 | RemainingDistriFromCorpusAmt |
| Total Corpus | $152,041 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $152,041 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $11,319 | ExcessFromYear2Amt |
| Excess From Year1 | $91,066 | ExcessFromYear1Amt |
| Excess From Current Year | $49,656 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BULLOCH CO HISTORICAL SOCIETY | |||||||
| PO BOX 42 | BULLOCH COUNTY | STATESBORO | GA | 30459 | OTHER PUBLIC | HISTORICAL PRESERVATION | $36,000 |
| GEORGIA SOUTHERN UNIVERSITY FOUNDAT | |||||||
| 1332 SOUTHERN DRIVE | BULLOCH COUNTY | STATESBORO | GA | 30458 | OTHER PUBLIC | GRADUATE SCHOLARSHIPS | $101,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,262 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,431 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND RECEIPT | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,745 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,258 | Amt |
| Net Investment Income | $3,129 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,129 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $788,814 | EOYBookValueAmt |
| EOYFMV | $813,384 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,513,671 | EOYBookValueAmt |
| EOYFMV | $1,795,531 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RESIDENCE | $636,380 | $355,000 |
| CONTENTS OF RESIDENCE | $621,918 | $360,986 |
| JEWELRY | $16,776 | |
| PERSONAL EFFECTS | $1,000 | |
| LANSCAPING PROJECT | $24,950 | |
| ACCRUALS | $3,869 | $3,869 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $896 | $896 | |
| HOME MAINTENANCE,TAXES,INSURA | $47,548 | $47,548 | |
| CONVERSION EXPENSE | $2 | $2 | |
| MISC | $500 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND RECEIPT | Desc |
| Revenue And Expenses Per Books | $52 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $52 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $16,596 | $16,596 | |
| TRUSTEE FEES | $25,509 | $25,509 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $387 | $387 | |
| LICENSES | $30 | $30 | |
| FEDERAL | $1,357 | $1,357 |
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