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PEGGY JEAN CARUSO FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PEGGY JEAN CARUSO FOUNDATION (EIN 27-3214487)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-06-30
IRS object ID
201721819349100007
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-06-30T13:07:42-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474755621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LADSON & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12545 LAFAYETTE PLAZA DR STE AAddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP317070202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273214487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PEGGY JEAN CARUSO FOUNDATIONBusinessNameLine1Txt
Business Name Line2AB&T TRUST & INVESTMENTSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPEGGBusinessNameControlTxt
Phone2294462265PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 71269AddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP317081269ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMASVILLE NATIONAL BANKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2294462265PhoneNum
Signature2017-06-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM ALAN LADSONPreparerPersonNm
PTINP00155931PTIN
Phone2298881144PhoneNum
Preparation2017-06-26PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id74630F92A2D5ED0AEFA6E43669D3215073986D2CAtSubmissionCreationDeviceId
At Submission Filing Device Id74630F92A2D5ED0AEFA6E43669D3215073986D2CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,864,236FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29,032InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$293InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$29,032InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$17,668DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,668DividendsNetInvstIncmAmt
Dividends Adj Net Incm$17,668DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,107NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$74,669GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$44,593TotalRevAndExpnssAmt
Total Net Invst Incm$17,969TotalNetInvstIncmAmt
Total Adj Net Incm$46,700TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$18,968CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,250AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$21,218TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,231ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,231ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,449TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$93,231TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$69,856ExcessRevenueOverExpensesAmt
Net Investment Income$17,969NetInvestmentIncomeAmt
Adjusted Net Income$46,700AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$330,444CashBOYAmt
Cash EOY$313,564CashEOYAmt
Cash EOYFMV$313,564CashEOYFMVAmt
US Government Obligations BOY$855,328USGovernmentObligationsBOYAmt
US Government Obligations EOY$804,110USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$832,815USGovtObligationsEOYFMVAmt
Corporate Stock BOY$91,895CorporateStockBOYAmt
Corporate Stock EOY$299,201CorporateStockEOYAmt
Corporate Stock EOYFMV$536,970CorporateStockEOYFMVAmt
Corporate Bonds BOY$391,176CorporateBondsBOYAmt
Corporate Bonds EOY$183,727CorporateBondsEOYAmt
Corporate Bonds EOYFMV$180,887CorporateBondsEOYFMVAmt
Other Assets BOY$425OtherAssetsBOYAmt
Total Assets BOY$1,669,268TotalAssetsBOYAmt
Total Assets EOY$1,600,602TotalAssetsEOYAmt
Total Assets EOYFMV$1,864,236TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted EOY-$833UnrestrictedEOYAmt
Permanently Restricted BOY$1,669,268PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$1,601,435PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,669,268TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,600,602TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,669,268TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,600,602TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,669,268TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$69,856ExcessRevenueOverExpensesAmt
Other Increases$1,190OtherIncreasesAmt
Subtotal$1,600,602SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,600,602TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$8CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$97,995AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,867,922NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052462DistributionYr1Rt
Adjusted Qlfy Distri Yr2$99,778AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,971,303NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050615DistributionYr2Rt
Adjusted Qlfy Distri Yr3$101,376AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,002,340NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050629DistributionYr3Rt
Total Distribution0.153706TotalDistributionRt
Average Distribution0.051235AverageDistributionRt
Net Vl Noncharitable Assets$1,853,687NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$94,974AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$180NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$95,154AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$93,421QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$359InvestmentIncomeExciseTaxAmt
Subtotal$359SubtotalAmt
Tax Based On Investment Income$359TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$392EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$392TotalPaymentsAndCreditsAmt
Overpayment$33OverpaymentAmt
Applied To ES Tax$33AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksABT TRUST INVESTMENTSIndividualWithBooksNm
Phone2294462265PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12815 MEREDYTH DRIVEAddressLine1Txt
Address Line22815 MEREDYTH DRIVEAddressLine2Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMASVILLE NATIONAL BANKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 71269AddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$18,968CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$523,366AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$326,587AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,031,963FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,881,916TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,881,916AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,229CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,853,687NetVlNoncharitableAssetsAmt
Minimum Investment Return$92,684MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$92,684MinimumInvestmentReturnAmt
Tax Based On Investment Income$359TaxBasedOnInvestmentIncomeAmt
Total Tax$359TotalTaxAmt
Distributable Before Adj$92,325DistributableBeforeAdjAmt
Distributable Before Ded$92,325DistributableBeforeDedAmt
Distributable As Adjusted$92,325DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$93,231ExpensesAndContributionsAmt
Set Aside Cash Distri Test$190SetAsideCashDistriTestAmt
Qualifying Distributions$93,421QualifyingDistributionsAmt
Adjusted Qualifying Distri$93,421AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,325DistributableAsAdjustedAmt
Undistributed Income PY$93,228UndistributedIncomePYAmt
Qualifying Distributions$93,421QualifyingDistributionsAmt
Applied To Year1$93,228AppliedToYear1Amt
Applied To Current Year$193AppliedToCurrentYearAmt
Undistributed Income CY$92,132UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY INC
8400 SILVER CROSSINGOKLAHOMA CITYOK73162TAX-EXEMPTCHARITABLE$10,359
AMERICAN HEART ASSOCIATION
PO BOX 22035ST PETERSBURGFL33742TAX-EXEMPTCHARITABLE$10,359
AMERICAN VETERANS
3725 ALEXANDRIA PIKECOLD SPRINGKY41076TAX-EXEMPTCHARITABLE$10,359
EASTER SEALS SOUTHERN GA INC
1906 PALMYRA ROADALBANYGA31701TAX-EXEMPTCHARITABLE$10,359
HUMANE SOCIETY
PO BOX 3151ALBANYGA31706TAX-EXEMPTCHARITABLE$10,359
NORTH SHORE ANIMAL LEAGUE
16 LEWYT STREETPORT WASHINGTONNY11050TAX-EXEMPTCHARITABLE$10,359
ST JOSEPH'S INDIAN SCHOOL
PO BOX 100CHAMBERLAINSD57325TAX-EXEMPTCHARITABLE$10,359
ST LABRE INDIAN SCHOOL
PO BOX 216ASHLANDMT59003TAX-EXEMPTCHARITABLE$10,359
THE HUMANE SOCIETY OF THE US
2100 L STREET NWWASHINGTONDC20037TAX-EXEMPTCHARITABLE$10,359
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,231TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$29,032RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,668RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$2,107RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$44,593RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,593TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3THE INVESTMENTS PROVIDED FUNDS FOR THE EXMPT PURPOSE OF
4THE FOUNDATION - MAKING CHARITABLE CONTRIBUTIONS TO IRC 501(C)(3) ORGANIZATIONS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySCULLEY, LADSON, & COOLINGCategoryTxt
Amt$2,250Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
200 SHS APACHE CORP2010-01PURCHASE2016-11$11,436$21,450-$10,014
260 SHS FORTIVE CORP2010-01PURCHASE2016-07$13,225$4,828$8,397
50000 SHS ROME GA WTR & SWR REV2012-04PURCHASE2016-01$50,000$50,498-$498

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$183,727EOYBookValueAmt
EOYFMV$180,887EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS EQUITIESStockNm
EOY Book Value$299,201EOYBookValueAmt
EOYFMV$536,970EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc
BOY Book Value$425BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc
EXPENSES
PRIOR YEAR ADJUSTMENT
COST BASIS ADJUSTMENT

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTSDesc
Amt$1,190Amt

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