DONALD AND MARILYN KEOUGH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DONALD AND MARILYN KEOUGH FOUNDATION (EIN 58-1709967)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201701309349102390
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T15:26:08-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 NORTH CENTRAL AVE STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | 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 | 581709967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donald and Marilyn Keough Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL KEOUGH | InCareOfNm |
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 7708525005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Galleria Parkway Suite 970 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL KEOUGH | PersonNm |
| Person Title | Foundation Manager | PersonTitleTxt |
| Phone | 7708525005 | PhoneNum |
| Signature | 2017-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelli Archibald | PreparerPersonNm |
| PTIN | P00180332 | PTIN |
| Phone | 6023323000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.137.168.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 58145420171305000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 92C93CEAC00CCCA8956144F5724F4E728C821428 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 920D249C8DBCF2FBC4D311521E7EC52B7549DD0D | 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 | $15,510,936 | 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 | $4,485,079 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $259 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $259 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $373,612 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $373,612 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,500 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,860,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $373,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,261 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,057 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,057 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $650,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $650,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $661,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $650,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,199,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $366,064 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $191,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,041,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,041,650 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,217,126 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,529,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,469,286 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,408,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,571,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,510,936 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,217,126 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,529,722 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $500 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $500 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $190,920 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,041,148 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,408,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,571,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,408,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,571,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,408,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,199,382 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,607,928 | SubtotalAmt |
| Other Decreases | $36,558 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,571,370 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $616,511 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,126,090 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055411 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $556,283 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,020,488 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050477 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $493,725 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,759,587 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045887 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $477,237 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,039,257 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047537 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $410,467 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,222,270 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044508 | DistributionYr5Rt |
| Total Distribution | 0.24382 | TotalDistributionRt |
| Average Distribution | 0.048764 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,536,114 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $611,311 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,661 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $614,972 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $650,000 | 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 | $3,661 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,661 | SubtotalAmt |
| Tax Based On Investment Income | $3,661 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,492 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,492 | TotalPaymentsAndCreditsAmt |
| Tax Due | $169 | 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 |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL KEOUGH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7708525005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PKWY STE 970 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MARILYN M KEOUGH | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE, PRESIDENT | 1.0 | $0 | $0 | $0 |
| MICHAEL L KEOUGH | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | Foundation Manager | 3.0 | $0 | $0 | $0 |
| KATHLEEN K SOTO | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| SHAYLA K RUMELY | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| PATRICK J KEOUGH | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| EILEEN K MILLARD | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| CLARKE R KEOUGH | ||||||||
| 200 Galleria Parkway | Atlanta | GA | 30339 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,093,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $633,294 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,727,019 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,727,019 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,536,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $626,806 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $626,806 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,661 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,661 | TotalTaxAmt |
| Distributable Before Adj | $623,145 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $623,145 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $623,145 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $650,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $650,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,661 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $646,339 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $623,145 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $428,744 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $650,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $428,744 | AppliedToYear1Amt |
| Applied To Current Year | $221,256 | 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 |
| Undistributed Income CY | $401,889 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2016 GRANTS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1Txt |
| Address Line2 | SEE ATTACHMENT | AddressLine2Txt |
| City | Various | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 00000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $650,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $650,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $259 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $373,612 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $1,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $375,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $375,371 | 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 |
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 Person | ESTATE OF DONALD R KEOUGH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PARKWAY SUITE 970 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,485,079 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (26 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5,000 shares Live Nation Entertainment Inc. | $120,750 | 2016-05-20 |
| 1 | 2,500 shares TripAdvisor Inc. | $169,350 | 2016-05-20 |
| 1 | 2,500 shares Expedia Inc. | $278,100 | 2016-05-20 |
| 1 | 1,875 shares IAC Interactivecorp | $104,775 | 2016-05-20 |
| 1 | 460 shares Abbvie Inc | $27,968 | 2016-11-10 |
| 1 | 420 shares Adobe Sys Del | $43,180 | 2016-11-10 |
| 1 | 185 shares Amgen Inc Com | $26,653 | 2016-11-10 |
| 1 | 185 shares Apple Inc | $20,446 | 2016-11-10 |
| 1 | 370 shares Capital One Finl | $31,095 | 2016-11-10 |
| 1 | 17 shares Broadcom Ltd | $2,898 | 2016-11-10 |
| 1 | 240 shares Chubb Ltd | $30,720 | 2016-11-10 |
| 1 | 360 shares Citrix Systems Inc | $31,223 | 2016-11-10 |
| 1 | 370 shares Constellation Brands Inc | $55,922 | 2016-11-10 |
| 1 | 280 shares Disney (Walt) Co Com | $27,754 | 2016-11-10 |
| 1 | 470 shares Facebook Inc | $55,657 | 2016-11-10 |
| 1 | 90 shares FedEx Corp | $17,250 | 2016-11-10 |
| 1 | 140 shares F5 Networks Inc | $19,705 | 2016-11-10 |
| 1 | 340 shares JPMorgan Chase & Co | $27,258 | 2016-11-10 |
| 1 | 340 Prudential Financial Inc | $34,204 | 2016-11-10 |
| 1 | 240 shares Red Hat Inc | $18,986 | 2016-11-10 |
| 1 | 980 shares Sealed Air Corp | $44,688 | 2016-11-10 |
| 1 | 820 shares Starbucks Corp | $47,535 | 2016-11-10 |
| 1 | 510 shares TJX COS Inc New | $39,953 | 2016-11-10 |
| 1 | 170 shares United Techs Corp | $18,312 | 2016-11-10 |
| 1 | 180 shares Universal Health Svcs B | $22,144 | 2016-11-10 |
| 1 | 530 shares Valero Energy Corp New | $32,627 | 2016-11-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST & YOUNG | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN M KEOUGH | PersonNm |
| Short Explanation | (THROUGH 10/05/2016) | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COCA-COLA STOCK | $1,789,571 | $10,689,383 |
| COCA-COLA STOCK | $105,015 | $173,137 |
| COCA-COLA AMATIL STOCK | $29,542 | $73,280 |
| LIVE NATION ENTERTAINMENT INC. | $421,698 | $332,500 |
| EXPEDIA INC. | $235,925 | $283,200 |
| IAC/INTERACTIVECORP | $126,225 | $121,481 |
| TRIPADVISOR INC. | $221,400 | $115,925 |
| ABBVIE INC | $28,019 | $28,805 |
| ADOBE SYS DEL | $32,573 | $43,239 |
| AMGEN INC COM | $29,171 | $27,049 |
| APPLE INC | $24,491 | $21,427 |
| BROADCOM LTD | $761 | $3,005 |
| CAPITAL ONE FINL | $29,681 | $32,279 |
| CHUBB LTD | $27,360 | $31,709 |
| CITRIX SYSTEMS INC | $22,808 | $32,152 |
| CONSTELLATION BRANDS INC | $42,781 | $56,725 |
| DISNEY (WALT) CO COM | $29,316 | $29,182 |
| FACEBOOK INC | $37,031 | $54,074 |
| FEDEX CORP | $16,021 | $16,758 |
| F5 NETWORKS INC | $16,641 | $20,261 |
| JPMORGAN CHASE & CO | $20,626 | $29,339 |
| PRUDENTIAL FINANCIAL INC | $27,608 | $35,380 |
| RED HAT INC | $16,432 | $16,728 |
| SEALED AIR CORP | $47,040 | $44,433 |
| STARBUCKS CORP | $38,266 | $45,526 |
| TJX COS INC NEW | $34,700 | $38,316 |
| UNITED TECHS CORP | $26,656 | $18,635 |
| UNIVERSAL HEALTH SVCS B | $19,619 | $19,148 |
| VALERO ENERGY CORP NEW | $32,743 | $36,210 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VS. FMV OF CONTRIBUTED ASSETS | Desc |
| Amt | $36,558 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $1,319 | $1,319 |
| EQUIPMENT | $148 | $148 |
| SUPPLIES | $2,590 | $2,590 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax Refund | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $3,261 | Amt |
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