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NUNNALLY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
NUNNALLY FOUNDATION INC (EIN 58-2472377)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-10
IRS object ID
201731309349100133
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)
Return2017-05-10T14:44:15-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582116488PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TALLANT & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16015 ATLANTIC BLVD SUITE GAddressLine1Txt
CityNORCROSSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30071ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582472377EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NUNNALLY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O HUGH NUNNALLY JRBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNUNNBusinessNameControlTxt
Phone4042330560PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 30068AddressLine1Txt
CitySEA ISLANDCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31561ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANCES G ROGERSPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4042330560PhoneNum
Signature2017-05-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW W TALLANTPreparerPersonNm
PTINP00037521PTIN
Phone7704479500PhoneNum
Preparation2017-05-10PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdFEF8205B19D22B4B20F34190D0E9BC7A83139EE0AtSubmissionCreationDeviceId
At Submission Filing Device Id4EA8A3C1EE96511C890F0CDFFD973D7AA7A01B7AAtSubmissionFilingDeviceId
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$868,740FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,196DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,196DividendsNetInvstIncmAmt
Other Income Rev And Expnss$1,998OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$23,201TotalRevAndExpnssAmt
Total Net Invst Incm$21,203TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$530AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$530AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$497TaxesRevAndExpnssAmt
Taxes Net Invst Incm$57TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,027TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$57TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$530TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,027TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$57TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$530TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,174ExcessRevenueOverExpensesAmt
Net Investment Income$21,146NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$54,094SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$76,290SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$76,290SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$245AcctRcvblAmt
Acct Rcvbl BOY$267AcctRcvblBOYAmt
Acct Rcvbl EOY$245AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$245AcctRcvblEOYFMVAmt
Corporate Stock BOY$591,246CorporateStockBOYAmt
Corporate Stock EOY$591,246CorporateStockEOYAmt
Corporate Stock EOYFMV$792,205CorporateStockEOYFMVAmt
Total Assets BOY$645,607TotalAssetsBOYAmt
Total Assets EOY$667,781TotalAssetsEOYAmt
Total Assets EOYFMV$868,740TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$645,607RetainedEarningBOYAmt
Retained Earning EOY$667,781RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$645,607TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$667,781TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$645,607TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$667,781TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$645,607TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,174ExcessRevenueOverExpensesAmt
Subtotal$667,781SubtotalAmt
Tot Net Ast Or Fund Balances EOY$667,781TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$70,510AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$863,314NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.081674DistributionYr1Rt
Adjusted Qlfy Distri Yr2$490AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$837,152NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000585DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,490AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$774,130NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.013551DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,981,014AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$268,199NetVlNoncharitableAssetsYr4Amt
Distribution Yr47.386359DistributionYr4Rt
Adjusted Qlfy Distri Yr5$45,490AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$235,810NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.192910DistributionYr5Rt
Total Distribution7.675079TotalDistributionRt
Average Distribution1.535016AverageDistributionRt
Net Vl Noncharitable Assets$844,047NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,295,626AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$211NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,295,837AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$530QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$423InvestmentIncomeExciseTaxAmt
Subtotal$423SubtotalAmt
Tax Based On Investment Income$423TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$425EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$425TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$2OverpaymentAmt
Applied To ES Tax$2AppliedToESTaxAmt

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 BooksFRANCES G ROGERSIndividualWithBooksNm
Phone4042330560PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13290 NORTHSIDE PARKWAY 375AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HUGH P NUNNALLY JR
PO BOX 30068SEA ISLANDGA31561PRESIDENT0.50$0$0$0
FRANCES G ROGERS
3290 NORTHSIDE PKYATLANTAGA30327SECRETARY0.50$0$0$0
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$793,517AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$63,384AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$856,901TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$856,901AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,854CashDeemedCharitableAmt
Net Vl Noncharitable Assets$844,047NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,202MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,202MinimumInvestmentReturnAmt
Tax Based On Investment Income$423TaxBasedOnInvestmentIncomeAmt
Total Tax$423TotalTaxAmt
Distributable Before Adj$41,779DistributableBeforeAdjAmt
Distributable Before Ded$41,779DistributableBeforeDedAmt
Distributable As Adjusted$41,779DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$530ExpensesAndContributionsAmt
Qualifying Distributions$530QualifyingDistributionsAmt
Adjusted Qualifying Distri$530AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,779DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$33,966ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,000,490ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$27,746ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,062,202TotalExcessDistributionCyovAmt
Qualifying Distributions$530QualifyingDistributionsAmt
Applied To Current Year$530AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$41,249ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$41,249ExcessDistributionCyovAppCYAmt
Total Corpus$2,020,953TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,020,953ExcessDistriCyovToNextYrAmt
Excess From Year4$1,993,207ExcessFromYear4Amt
Excess From Year1$27,746ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFRANCES G ROGERSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13290 NORTHSIDE PKWY STE 375AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4042330560RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,196ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
Related Or Exempt Function Incm$1,998RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,203ExclusionAmt
Related Or Exempt Function Incm$1,998RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,201TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$530Amt
Disbursements Charitable Prps$530DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$591,246EOYBookValueAmt
EOYFMV$792,205EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
Revenue And Expenses Per Books$1,998RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$440
FOREIGN TAX$57$57

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