PRIMERICA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PRIMERICA FOUNDATION INC (EIN 27-4689647)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349100849
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T09:53:23-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581763439 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDHAM BRANNON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3630 PEACHTREE RD NE SUITE 600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274689647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRIMERICA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIM | BusinessNameControlTxt |
| Phone | 4705646245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PRIMERICA PARKWAY | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30099 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE SOUTTER | PersonNm |
| Person Title | VICE CHAIRMAN & VICE PRESIDENT | PersonTitleTxt |
| Phone | 4705646245 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLYE W DOOLEY | PreparerPersonNm |
| PTIN | P00292964 | PTIN |
| Phone | 4048982000 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $499,642 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,598,147 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $46,876 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46,876 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,645,023 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,876 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,089 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $589 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,755 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,755 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $935 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $182 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $182 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,223 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,823 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,823 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,926 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,610,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,610,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,641,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,823 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,634,926 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,839 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,053 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $495,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $499,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $499,642 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $495,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $499,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $499,642 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $495,303 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $499,142 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $495,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $499,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $495,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $499,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $495,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,839 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $499,142 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $499,142 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $585 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $585 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Overpayment | $103 | OverpaymentAmt |
| Applied To ES Tax | $103 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PRIMERICAFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | ANNE SOUTTER | IndividualWithBooksNm |
| Phone | 4705646245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PRIMERICA PARKWAY | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300990001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHRYN KIESER | ||||||||
| 1 PRIMERICA PARKWAY | DULUTH | GA | 300990001 | CHAIRMAN & PRESIDENT | 10.00 | $0 | $0 | $0 |
| ANNE SOUTTER | ||||||||
| 1 PRIMERICA PARKWAY | DULUTH | GA | 300990001 | VICE CHAIRMAN, VP | 30.00 | $0 | $0 | $0 |
| WILLIAM J NEMETZ | ||||||||
| 1 PRIMERICA PARKWAY | DULUTH | GA | 300990001 | TREASURER | 5.00 | $0 | $0 | $0 |
| MARGARET HALBERT | ||||||||
| 1 PRIMERICA PARKWAY | DULUTH | GA | 300990001 | SECRETARY | 25.00 | $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 | $928,318 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $928,318 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $928,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,925 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $914,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $585 | TotalTaxAmt |
| Distributable Before Adj | $45,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,135 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,634,926 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,634,926 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,444,862 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,782,580 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,502,170 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,613,906 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,537,790 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,881,308 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,634,926 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,589,791 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,471,099 | 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 | $1,444,862 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,026,237 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,782,580 | ExcessFromYear4Amt |
| Excess From Year3 | $1,502,170 | ExcessFromYear3Amt |
| Excess From Year2 | $1,613,906 | ExcessFromYear2Amt |
| Excess From Year1 | $1,537,790 | ExcessFromYear1Amt |
| Excess From Current Year | $1,589,791 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 3DE NATIONAL LLC | ||||||||
| 3565 PIEDMONT ROAD NE | ATLANTA | GA | 30305 | NONE | PC | STATE 3DE IMMERSIVE EDUCATION EXPANSION PROGRAM | $50,000 | |
| AGAPE YOUTH & FAMILY CENTER | ||||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | NONE | PC | AFTER SCHOOL ACADEMIC & MENTORING FOR AT-RISK YOUTH. | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 1955 MONROE DRIVE NE | ATLANTA | GA | 30324 | NONE | PC | DISASTER RELIEF IN THE U.S. & HURRICANE HELENE | $75,000 | |
| ANTI DEFAMATION LEAGUE | ||||||||
| 3490 PIEDMONT ROAD SUITE 610 | ATLANTA | GA | 30305 | NONE | PC | ANTI -BIAS PROGRAMS IN GWINNETT COUNTY SCHOOLS | $25,000 | |
| ARTWORKS GWINNETT | ||||||||
| 6400 SUGARLOAF PARKWAY | DULUTH | GA | 30097 | NONE | PC | GROWTH | $10,000 | |
| ATLANTA AREA BOY SCOUTS | ||||||||
| 1800 CIRCLE 75 PARKWAY SE | ATLANTA | GA | 30339 | NONE | PC | SUPPORT FOR SCOUTING FOR LMI YOUTH | $15,000 | |
| ATLANTA CHILDREN'S SHELTER | ||||||||
| PO BOX 54322 | ATLANTA | GA | 303080322 | NONE | PC | PROGRAMS AND SERVICES FOR HOMELESS FAMILIES | $25,000 | |
| ATLANTA COMMUNITY FOOD BANK | ||||||||
| 3400 N DESERT DR | ATLANTA | GA | 30344 | NONE | PC | EMERGENCY FOOD DISTRIBUTION AND CAPACITY FOR FOOD AGENCIES | $75,000 | |
| AURORA THEATRE | ||||||||
| PO BOX 2014 | LAWRENCEVILLE | GA | 30046 | NONE | PC | VIRTUAL ARTS EDUCATION FOR HISPANIC STUDENTS AND GENERAL PUBLIC | $10,000 | |
| BLACK CHILD DEVELOPMENT INSTITUTE | ||||||||
| 289 S CULVER STREET | LAWRENCEVILLE | GA | 30046 | NONE | PC | POWER FAMILIES SOCIAL SERVICES PROGRAM | $10,000 | |
| BORIS HENSON FOUNDATION | ||||||||
| 2049 CENTURY PARK E SUITE 1400 | LOS ANGELES | CA | 90067 | NONE | PC | MENTAL HEALTH SUPPORT/SUICIDE PREVENTION FOR BLACK COMMUNITY | $10,000 | |
| BOYS & GIRLS CLUBS OF METRO ATLANTA | ||||||||
| 1275 PEACHTREE STREET - SUITE 500 | ATLANTA | GA | 30309 | NONE | PC | YOUTH PROGRAM DEVELOPMENT DURING COVID | $10,000 | |
| CAMP TWIN LAKES | ||||||||
| 100 SPRING STREET | ATLANTA | GA | 30309 | NONE | PC | SUMMER CAMP FOR LMI YOUTH | $10,000 | |
| CITY OF REFUGE | ||||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | NONE | PC | TO SUPPORT THE WORKFORCE INNOVATION HUB | $10,000 | |
| COMMUNITY FOUNDATION FOR NE GEORGIA | ||||||||
| 6500 SUGARLOAF PARKWAY - SUITE 220 | DULUTH | GA | 30097 | NONE | PC | NONPROFIT CAPACITY | $20,000 | |
| COOL GIRLS | ||||||||
| 1382 PEACHTREE STREET SUITE 100 | ATLANTA | GA | 30309 | NONE | PC | ACADEMIC SUPPORT AND WORK LIFE SKILLS DEVELOPMENT FOR AT-RISK GIRLS | $25,000 | |
| CORNERS OUTREACH | ||||||||
| 2 SUN COURT SUITE 220 | PEACHTREE CORNERS | GA | 30092 | NONE | PC | ACADEMIC SUPPORT AND WORK FORCE DEVELOPMENT TRAININGS FOR LMI HISPANIC | $20,000 | |
| CREATIVE ENTERPRISES | ||||||||
| 701 HI HOPE LANE | LAWRENCEVILLE | GA | 30043 | NONE | PC | GENERAL OPERATING SUPPORT FOR DEVELOPMENTALLY DISABLED | $10,000 | |
| CRISTO REY | ||||||||
| 222 PIEDMONT AVENUE NE | ATLANTA | GA | 30308 | NONE | PC | SCHOOL FOR AT-RISK CHILDREN | $10,000 | |
| DIRECT SELLING EDUCATION FOUNDATION | ||||||||
| 1667 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | NONE | PC | ACADEMIC SUPPORT AND WORKFORCE DEVELOPMENT (HISPANIC) | $10,000 | |
| EASTER SEALS OF NORTH GEORGIA | ||||||||
| 53 PERIMETER CENTER EAST SUITE 550 | ATLANTA | GA | 30046 | NONE | PC | SUPPORT FOR DISABLED AND SPECIAL NEEDS CHILDREN | $5,000 | |
| ECONOMIC EMPOWERMENT INITIATIVE | ||||||||
| 1595 PEACHTREE PARKWAY | CUMMING | GA | 30041 | NONE | PC | FINANCIAL LITERACY PROGRAMS FOR YOUNG ADULTS. | $10,000 | |
| FAMILIES FIRST | ||||||||
| 80 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30314 | NONE | PC | SOCIAL SERVICES AND PROGRAMS FOR AT-RISK CHILDREN AND FAMILIES | $10,000 | |
| FEEDING AMERICA | ||||||||
| 161 CLARK ST SUITE 700 | CHICAGO | IL | 60614 | NONE | PC | EMERGENCY FOOD DISTRIBUTION AND CAPACITY FOR FOOD AGENCIES IN US | $50,000 | |
| FIX GEORGIA PETS | ||||||||
| 6300 POWERS FERRY ROAD | ATLANTA | GA | 30339 | NONE | PC | PET OVERPOPULATION SOLUTIONS | $10,000 | |
| FREEDOM PATH COUNSELING | ||||||||
| 1431 RIVERSIDE PKWY STE A | LAWRENCEVILLE | GA | 30043 | NONE | PC | COUNSELING PROGRAMS FOR ADULTS, COUPLES, TEENS, CHILDREN | $10,000 | |
| FRIENDS OF GWINNETT COUNTY SENIORS | ||||||||
| PO BOX 1680 | LAWRENCEVILLE | GA | 300461680 | NONE | PC | PROGRAMS FOR GWINNETT COUNTY SENIOR CITIZENS | $10,000 | |
| GATEWAY CENTER (ATLANTA) | ||||||||
| 275 PRYOR STREET SW | ATLANTA | GA | 30303 | NONE | PC | WORKFORCE DEVELOPMENT FOR TRANSITIONING HOMELESS PEOPLE | $10,000 | |
| GEORGIA CENTER FOR NONPROFITS | ||||||||
| 100 PEACHTREE STREET NW SUITE 1500 | ATLANTA | GA | 30303 | NONE | PC | NONPROFIT CAPACITY BUILDING | $10,000 | |
| GEORGIA COUNCIL ON ECONOMIC EDUCATION | ||||||||
| PO BOX 1619 | ATLANTA | GA | 303011619 | NONE | PC | TRAINING FOR ECONOMIC EDUCATION TEACHERS | $20,000 | |
| GEORGIA GWINNETT COLLEGE FOUNDATION | ||||||||
| 1000 UNIVERSITY CENTER LANE - SUITE | LAWRENCEVILLE | GA | 30043 | NONE | PC | SUPPORT FOR LMI STUDENT EDUCATION | $20,000 | B2000 |
| GEORGIA RIVER NETWORK | ||||||||
| 126 SOUTH MILLEDGE AVENUE SUITE E3 | ATHENS | GA | 30605 | NONE | PC | ENVIRONMENTAL PROGRAMS | $5,000 | |
| GWINNETT CHILDREN'S SHELTER | ||||||||
| PO BOX 527 | BUFORD | GA | 305150527 | NONE | PC | SUPPORT FOR HOMELESS AND FAMILIES IN GWINNETT COUNTY; SUPPORT FOR HOME OF HOPE | $10,000 | |
| GWINNETT CLEAN & BEAUTIFUL SERVICES INC | ||||||||
| 446 W CROGAN ST 430 | LAWRENCEVILLE | GA | 30046 | NONE | PC | TO SUPPORT ENVIRONMENTAL PROGRAMS | $10,000 | |
| GWINNETT COALITION | ||||||||
| 750 S PERRY STREET SUITE 312 | LAWRENCEVILLE | GA | 30046 | NONE | PC | TO SUPPORT THE NONPROFIT ACCELERATOR PROGRAM AND MENTAL RESILIENCY COMMUNITY PROGRAM | $60,000 | |
| GWINNETT COUNCIL FOR THE ARTS | ||||||||
| 6400 SUGARLOAF PARKWAY BLDG 300 | DULUTH | GA | 30097 | NONE | PC | ARTS EDUCATION AND PROGRAMS | $15,000 | |
| GWINNETT COUNTY PUBLIC LIBRARY | ||||||||
| 1001 LAWRENCEVILLE HIGHWAY | LAWRENCEVILLE | GA | 30019 | NONE | PC | SUPPORT FOR COMPUTER PURCHASES AND UPGRADES FOR 14 BRANCHES | $20,000 | |
| GWINNETT COUNTY PUBLIC SCHOOL FOUNDATION | ||||||||
| 437 OLD PEACHTREE ROAD NW | SUWANEE | GA | 300242978 | NONE | PC | SUPPORT FOR COVID-19 RETURN TO CLASSROOM INSTRUCTION | $40,000 | |
| GWINNETT HABITAT FOR HUMANITY | ||||||||
| PO BOX 646 | LAWRENCEVILLE | GA | 30046 | NONE | PC | SUPPORT HOME REPAIRS FOR LMI POPULATIONS | $10,000 | |
| GWINNETT TECHNICAL COLLEGE FOUNDATION | ||||||||
| 5150 SUGARLOAF PARKWAY | LAWRENCEVILLE | GA | 30043 | NONE | PC | SUPPORT FOR LMI COLLEGE STUDENTS | $20,000 | |
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | PC | EARLY CHILDHOOD DEVELOPMENT FOR AT-RISK CHILDREN | $20,000 | |
| HELPING MAMAS | ||||||||
| 4487 PARK DRIVE - SUITE A-1 | NORCROSS | GA | 30093 | NONE | PC | BABY DEPOT - DIAPERS, CARSEATS FOR LMI PARENTS AND BABIES | $10,000 | |
| HOPE ATLANTA | ||||||||
| 458 PONCE DE LEON AVENUE NE | ATLANTA | GA | 30308 | NONE | PC | PROGRAMS & SERVICES FOR HOMELESS PEOPLE. | $50,000 | |
| HOPE INC | ||||||||
| 490 BRISCOE BLVD | LAWRENCEVILLE | GA | 30046 | NONE | PC | INCREASING HIGH SCHOOL GRADUATION RATES FOR HISPANIC STUDENTS | $10,000 | |
| HORIZONS ATLANTA | ||||||||
| 177 NORTH AVE NW 3RD FL SUITE 11 | ATLANTA | GA | 30332 | NONE | PC | SUPPORT FOR SUMMER EDUCATION FOR LMI STUDENTS | $25,000 | |
| IMPACT 46 | ||||||||
| PO BOX 565 | LAWRENCEVILLE | GA | 30046 | NONE | PC | APARTMENT RENOVATIONS FOR HOMELESS CENTER | $10,000 | |
| JEWISH FAMILY & CAREER SERVICES | ||||||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | NONE | PC | HAMSA SUBSTANCE ABUSE PROGRAM | $10,000 | |
| JUNIOR ACHIEVEMENT OF GEORGIA | ||||||||
| 275 NORTHSIDE DRIVE NW | ATLANTA | GA | 30314 | NONE | PC | JUNIOR ACHIEVEMENT FINANCE PARK AND NORCROSS HIGH SCHOOL CASE CHALLENGE | $25,000 | |
| LATIN AMERICAN ASSOCIATION | ||||||||
| 2750 BUFORD HWY | ATLANTA | GA | 30324 | NONE | PC | LATINO WORKFORCE DEVELOPMENT | $10,000 | |
| LEADERSHIP GWINNETT | ||||||||
| 6500 SUGARLOAF PARKWAY | DULUTH | GA | 30097 | NONE | PC | COMMUNITY LEADERSHIP PROGRAM | $10,000 | |
| MOSAIC | ||||||||
| PO BOX 1329 | DULUTH | GA | 30096 | NONE | PC | SUPPORT FOR VICTIMS OF SEXUAL ABUSE | $35,000 | |
| MUST MINISTRIES | ||||||||
| PO BOX 1717 | MARIETTA | GA | 30061 | NONE | PC | EMERGENCY FOOD SUMMER PROGRAM | $10,000 | |
| NATIONAL CENTER FOR CIVIL & HUMAN RIGHTS | ||||||||
| 250 WILLIAMS STREET SUITE 2322 | ATLANTA | GA | 30303 | NONE | PC | OPERATIONAL SUPPORT AND FUNDS FOR VIRTUAL EDUCATION | $10,000 | |
| NEIGHBORHOOD MEALS ON WHEELS | ||||||||
| PO BOX 921562 | NORCROSS | GA | 30010 | NONE | PC | MEAL DELIVERY PROGRAM FOR SENIORS | $10,000 | |
| NOTHING BUT THE TRUTH | ||||||||
| PO BOX 845 | DACULA | GA | 30019 | NONE | PC | WEEKEND FOOD ASSISTANCE PROGRAM FOR LMI YOUTH | $10,000 | |
| NSPIRE OUTREACH | ||||||||
| 1305 LAKES PARKWAY | LAWRENCEVILLE | GA | 30043 | NONE | PC | GED PROGRAMS FOR AT-RISK & INCARCERATED POPULATION | $10,000 | |
| OPERATION HOPE | ||||||||
| 191 PEACHTREE STREET | ATLANTA | GA | 30303 | NONE | PC | FINANCIAL LITERACY PROGRAMS | $10,000 | |
| ORANGE DUFFEL BAG INITIATIVE | ||||||||
| 1801 PEACHTREE STREET NE SUITE 300 | ATLANTA | GA | 30309 | NONE | PC | LIFE SKILLS PROGRAM FOR FOSTER CHILDREN | $15,000 | |
| OUR MILITARY KIDS | ||||||||
| 2911 HUNTER MILL ROAD | OAKTON | VA | 22124 | NONE | PC | EXTRACURRICULAR PROGRAMS FOR CHILDREN OF ACTIVE MILITARY | $10,000 | |
| PARTNERSHIP AGAINST DOMESTIC VIOLENCE | ||||||||
| PO BOX 170225 | ATLANTA | GA | 30317 | NONE | PC | SHELTER FOR DOMESTIC VIOLENCE VICTIMS | $50,000 | |
| POSITIVE IMPACT | ||||||||
| 1981 FLOWERING DRIVE | GRAYSON | GA | 30017 | NONE | PC | EMERGENCY HOUSING | $10,000 | |
| PREFACE PROJECT | ||||||||
| 3870 PEACHTREE INDUSTRIAL BLVD | DULUTH | GA | 30096 | NONE | PC | EXPANDING EARLY CHILDHOOD EDUCATION | $10,000 | S-340 238 |
| RAINBOW VILLAGE | ||||||||
| 3427 DULUTH HIGHWAY 120 | DULUTH | GA | 30096 | NONE | PC | PROGRAMS AND HOUSING FOR PEOPLE TRANSITIONING FROM HOMELESS | $25,000 | |
| REACH OUT AND READ | ||||||||
| 145 OLD SANDHURST LANDING | JOHNS CREEK | GA | 30022 | NONE | PC | EARLY EDUCATION AND LITERACY PROGRAM | $10,000 | |
| SAFEAMERICA FOUNDATION | ||||||||
| 2000 FIRST DRIVE SUITE 310 | MARIETTA | GA | 30062 | NONE | PC | MEDICAL TRANSPORTS FOR IMPOVERISHED VETERANS | $10,000 | |
| SALVATION ARMY | ||||||||
| 1000 CENTER PLACE | NORCROSS | GA | 30093 | NONE | PC | SUPPORT FOR HOMELESS IN GWINNETT COUNT AND FOOD DRIVE | $30,000 | |
| SINGLE PARENTS ALLIANCE | ||||||||
| 706 TREETRAIL PARKWAY | NORCROSS | GA | 30093 | NONE | PC | VIRTUAL READING PROGRAM FOR ELEMENTARY SCHOOL CHILDREN | $10,000 | |
| SPECIAL NEEDS SCHOOL OF GWINNETT | ||||||||
| 660 DAVIS ROAD | LAWRENCEVILLE | GA | 30046 | NONE | PC | ENRICHMENT SUPPORT STAFF FOR SPECIAL NEEDS STUDENTS | $15,000 | |
| SUWANEE PLAYTOWN (CFNEGA) | ||||||||
| 6500 SUGARLOAF PARKWAY | DULUTH | GA | 30097 | NONE | PC | INCLUSIVE CHILDREN'S PARK | $100,000 | |
| UNITED WAY OF GREATER ATLANTA | ||||||||
| 6500 SUGARLOAF PARKWAY SUITE 220 | DULUTH | GA | 30097 | NONE | PC | SUPPORT FOR HOMEFIRST GWINNETT; IMPACT FUND; RE-ENTRY PROGRAM FOR FORMERLY INCARCERATED INDIVIDUALS; SPARK AWARD FOR UPCOMING NONPROFIT ORGANIZATION | $125,000 | |
| USO COUNCIL OF GEORGIA | ||||||||
| 6000 N TERMINAL PKWY SUITE 320 | ATLANTA | GA | 30320 | NONE | PC | TRANSITION SERVICES FOR VETERANS ENTERING CIVILIAN LIFE | $10,000 | |
| WELLSPRING LIVING | ||||||||
| 1040 BOULEVARD SE | ATLANTA | GA | 30312 | NONE | PC | SUPPORT FOR VICTIMS OF SEX TRAFFICKING | $15,000 | |
| WILLIAM'S HOUSE | ||||||||
| 160 OAK STREET | ROSWELL | GA | 30075 | NONE | PC | SHELTER FOR HOMELESS MEN W/ CHILDREN TRANSITIONING TO SELF-SUFFICIENCY | $10,000 | |
| WOODRUFF ARTS CENTER | ||||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | SPONSORED ADMISSIONS FOR LMI STUDENTS | $40,000 | |
| YMCA GWINNETT | ||||||||
| 2985 SUGARLOAF PARKWAY | LAWRENCEVILLE | GA | 30045 | NONE | PC | SUPPORT FOR AFTER-SCHOOL PROGRAMS FOR LMI YOUTH | $10,000 | |
| YMCA OF NWNC | ||||||||
| 301 N MAIN STREET SUITE 1900 | WINSTONSALEM | NC | 27101 | NONE | PC | SUPPORT FOR SUMMER CAMP FOR LMI YOUTH | $10,000 | |
| ZOO ATLANTA | ||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 303151440 | NONE | PC | SPONSORED ADMISSIONS FOR LMI STUDENTS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,610,000 | 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 | $46,876 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,876 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,876 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PRIMERICA | ||||||
| 1 | 1 PRIMERICA PARKWAY | DULUTH | GA | 30099 | $1,525,002 | Yes (X) |
| MR AND MRS GLENN WILLIAMS | ||||||
| 2 | 3310 PRISTINE POINT | DACULA | GA | 30019 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $13,755 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,755 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,089 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $589 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $4,823 | $4,823 | $0 |
| SOFTWARE FEE | $8,560 | $0 | $8,560 |
| COMP MEMBERSHIP DUES | $1,840 | $0 | $1,840 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - 2023 EXT | $400 | $0 | $0 |
| EXCISE TAX - 2024 EST | $535 | $0 | $0 |
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