THE KNOX FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE KNOX FOUNDATION (EIN 58-6163728)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-21
- IRS object ID
- 201602669349100100
- Schema version
- 2015v2.0
- 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
- Investments Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-21T13:17:57-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baird & Company CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4210 Columbia Rd Bldg 10 | AddressLine1Txt |
| City | Augusta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586163728 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNOX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOX | BusinessNameControlTxt |
| Phone | 7065951907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3133 WASHINGTON ROAD NW | AddressLine1Txt |
| City | THOMSON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERSON B A KNOX | PersonNm |
| Person Title | AGENT | PersonTitleTxt |
| Signature | 2016-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John P Gillion Jr | PreparerPersonNm |
| PTIN | P01212011 | PTIN |
| Phone | 7068559500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,169,941 | 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 | $437,292 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,517,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,517,830 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,517,830 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $385,404 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $385,404 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $385,404 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $257,851 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,171,610 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,453,860 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,171,610 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$80,957 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,431,179 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,074,844 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,903,234 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $253,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $126,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $126,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $63,250 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $31,625 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,625 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $277,816 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $277,816 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $62 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $62 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,238 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,583 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,655 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $118,011 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $118,011 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $169,903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148,411 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,492 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $918,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $724,308 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $194,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,886,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,886,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,805,780 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $724,308 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,081,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $625,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,350,536 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,903,234 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,615,967 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,666,728 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,666,728 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $34,436 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $108,855 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $66,933,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,202,537 | CorporateStockEOYAmt |
| Invst Land Cost Or Other Basis | $6,503,213 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,673,880 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $4,824,091 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,829,333 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6,503,213 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $149,055 | OtherAssetsBOYAmt |
| Other Assets EOY | $164,869 | OtherAssetsEOYAmt |
| Total Assets BOY | $73,556,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,972,322 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,169,941 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $200 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $200 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $200 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $73,556,520 | UnrestrictedBOYAmt |
| Unrestricted EOY | $71,972,122 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,556,520 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,972,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,556,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,972,322 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,556,520 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $625,399 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57,329 | OtherIncreasesAmt |
| Subtotal | $74,239,248 | SubtotalAmt |
| Other Decreases | $2,267,126 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,972,122 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (137 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3300 FLOWSERVE CORPORATION | P | 2014-10-27 | 2015-09-15 | $139,719 | $213,090 | -$73,371 | -$73,371 |
| 4000 KRAFT FOODS GROUP INC. | P | 2014-09-19 | 2015-07-02 | $66,000 | $66,000 | $66,000 | |
| 15020 LINNCO LLC COM SHS LTD | P | 2014-09-19 | 2015-08-10 | $50,837 | $333,373 | -$282,536 | -$282,536 |
| 800 MERCK & COMPANY INC./ | P | 2014-10-27 | 2015-05-19 | $48,687 | $45,200 | $3,487 | $3,487 |
| 3000 PACKAGING CORP OF AMERICA | P | 2014-10-27 | 2015-09-15 | $195,327 | $205,185 | -$9,858 | -$9,858 |
| 600 VF CORPORATION | P | 2014-10-03 | 2015-09-15 | $42,473 | $40,323 | $2,150 | $2,150 |
| 2600 COVIDIEN PLC SHS | P | 2014-10-27 | 2015-01-26 | $282,761 | $232,541 | $50,220 | $50,220 |
| .60 MEDTRONIC PLC SHS | P | 2015-01-26 | 2015-02-06 | $45 | $46 | -$1 | -$1 |
| 1100 AFF8ILIATED MANAGERS GROUP | P | 2014-09-11 | 2015-09-15 | $191,958 | $226,010 | -$34,052 | -$34,052 |
| 5600 COCA COLA COMPANY | P | 2011-07-15 | 2015-10-28 | $237,828 | $207,871 | $29,957 | $29,957 |
| 2750 NATIONAL OILWELL VARCO INC | P | 2014-09-05 | 2015-09-15 | $106,478 | $229,629 | -$123,151 | -$123,151 |
| 1000 PRECISION CASTPARTS CORP | P | 2014-09-11 | 2015-09-15 | $229,336 | $241,220 | -$11,884 | -$11,884 |
| 3000 MERCK & COMPANY INC./ | P | 2010-02-04 | 2015-05-19 | $182,577 | $111,793 | $70,784 | $70,784 |
| 3000 VF CORPORATION | P | 2010-08-20 | 2015-09-15 | $212,366 | $56,397 | $155,969 | $155,969 |
| 10000 EQUITY RESIDENTIAL SH | P | 2000-07-06 | 2015-02-05 | $800,280 | $120,049 | $680,231 | $680,231 |
| 214855 FIRST TRUST GLOBAL TARGET | P | 2013-10-10 | 2015-01-14 | $2,177,856 | $2,049,508 | $128,348 | $128,348 |
| 15000 FAMILY DLR STORES | P | 2000-07-06 | 2015-07-06 | $1,192,378 | $201,673 | $990,705 | $990,705 |
| 1400 BAXTER INTERNATIONAL | P | 2015-01-29 | 2015-06-26 | $100,580 | $99,526 | $1,054 | $1,054 |
| 1750 DIFITAL RLTY TR | P | 2014-04-15 | 2015-02-26 | $114,562 | $95,368 | $19,194 | $19,194 |
| 860 EXXON MOBIL CORP | P | 2015-02-10 | 2015-10-01 | $64,164 | $78,177 | -$14,013 | -$14,013 |
| 1600 GENTEX CORPORATION | P | 2015-01-29 | 2015-11-20 | $26,221 | $26,789 | -$568 | -$568 |
| 490 GRAINGER W W INC | P | 2015-01-29 | 2015-10-01 | $96,373 | $115,609 | -$19,236 | -$19,236 |
| 600 M&T BANK CORP | P | 2014-11-28 | 2015-11-20 | $75,342 | $75,927 | -$585 | -$585 |
| 1100 MDC HOLDINGS INC. | P | 2014-04-15 | 2015-01-30 | $27,155 | $30,772 | -$3,617 | -$3,617 |
| 2100 MCDONALDS CORP | P | 2015-02-26 | 2015-10-01 | $226,733 | $208,835 | $17,898 | $17,898 |
| 1650 QUEST DIAGNOSTICS INC. | P | 2015-05-12 | 2015-10-01 | $101,438 | $116,308 | -$14,870 | -$14,870 |
| 450 UNITED PARCEL SERVICE INC CL-B | P | 2015-03-25 | 2015-10-01 | $44,289 | $44,733 | -$444 | -$444 |
| 200 .ACCENTURE PLC IRELAND | P | 2015-03-25 | 2015-09-18 | $19,475 | $17,897 | $1,578 | $1,578 |
| 1530 AFLAC I C | P | 2013-08-15 | 2015-06-01 | $94,906 | $93,727 | $1,179 | $1,179 |
| 300 AFLAC INC. | P | 2013-08-15 | 2015-10-01 | $17,331 | $18,159 | -$828 | -$828 |
| 2550 AT&T | P | 2014-05-19 | 2015-10-01 | $82,513 | $81,658 | $855 | $855 |
| 5500 BAXTER INTERNATIONAL | P | 2012-09-11 | 2015-06-26 | $395,135 | $337,447 | $57,688 | $57,688 |
| 2400 DIGITAL RLTY TR INC. | P | 2013-03-11 | 2015-01-29 | $177,065 | $166,439 | $10,626 | $10,626 |
| 3250 DIFITAL RLTY TR | P | 2013-03-11 | 2015-02-26 | $212,758 | $223,181 | -$10,423 | -$10,423 |
| 500 EXXON MOBIL CORP | P | 2014-05-19 | 2015-10-01 | $36,937 | $50,555 | -$13,618 | -$13,618 |
| 2000 GENTEX CORPORATION | P | 2014-10-07 | 2015-11-20 | $32,777 | $27,848 | $4,929 | $4,929 |
| 1090 HELMERICH ^ PAYNE | P | 2012-09-26 | 2015-02-10 | $71,894 | $51,338 | $20,556 | $20,556 |
| 1900 LILLY ELI & CO | P | 2010-02-03 | 2015-01-29 | $135,568 | $89,600 | $45,968 | $45,968 |
| 6000 LILLY ELI & CO | P | 2010-02-03 | 2015-05-12 | $433,508 | $211,164 | $222,344 | $222,344 |
| 9900 MDC HOLDINGS INC. | P | 2013-11-01 | 2015-01-30 | $244,396 | $347,408 | -$103,012 | -$103,012 |
| 2670 MICROSOFT CORP | P | 2012-01-23 | 2015-06-01 | $127,031 | $79,241 | $47,790 | $47,790 |
| 1000 MICROSOFT CORP | P | 2012-01-23 | 2015-11-20 | $53,523 | $29,521 | $24,002 | $24,002 |
| 1680 NORFOLK SOUTHERN | P | 2012-12-17 | 2015-11-20 | $159,921 | $103,337 | $56,584 | $56,584 |
| 3120 NORFOLK SOUTHERN | P | 2012-12-17 | 2015-12-11 | $276,707 | $191,911 | $84,796 | $84,796 |
| 650 OMNICOM GROUP INC. | P | 2014-05-19 | 2015-10-01 | $42,712 | $43,859 | -$1,147 | -$1,147 |
| 400 STRYKER CORP | P | 2008-04-15 | 2015-03-25 | $37,601 | $25,233 | $12,368 | $12,368 |
| 850 STRYKER CORP | P | 2008-04-15 | 2015-10-01 | $80,531 | $53,620 | $26,911 | $26,911 |
| 900 TEXAS INSTRUMENTS | P | 2012-07-11 | 2015-03-25 | $52,004 | $24,904 | $27,100 | $27,100 |
| 650 TEXAS INSTRUMENTS | P | 2012-07-11 | 2015-11-20 | $37,537 | $17,986 | $19,551 | $19,551 |
| 200 UNITED PARCEL SERVICE INC CL-B | P | 2014-05-19 | 2015-10-01 | $19,684 | $20,308 | -$624 | -$624 |
| 10300 WILLIAMS COMPANIES INC. | P | 2013-02-27 | 2015-12-21 | $218,268 | $356,498 | -$138,230 | -$138,230 |
| 2080 ACCENTURE PLC | P | 2014-06-17 | 2015-09-18 | $202,539 | $171,898 | $30,641 | $30,641 |
| 840 ENSCO PLC SHS CLASS A | P | 2013-02-11 | 2015-02-10 | $25,305 | $52,643 | -$27,338 | -$27,338 |
| 3000 ENSCO PLC SHS CLASS A | P | 2011-05-09 | 2015-03-25 | $65,003 | $173,904 | -$108,901 | -$108,901 |
| 4560 ENSCO PLC SHS CLASS A | P | 2011-05-09 | 2015-10-01 | $60,933 | $243,578 | -$182,645 | -$182,645 |
| 1800 ACE LIMITED SHS | P | 2014-05-19 | 2015-10-01 | $183,792 | $126,706 | $57,086 | $57,086 |
| 70 COLUMBIA SPORTSWEAR | P | 2014-11-20 | 2015-08-20 | $4,511 | $3,062 | $1,449 | $1,449 |
| 400 CRACKER BARREL OLD | P | 2014-02-25 | 2015-01-27 | $54,159 | $39,570 | $14,589 | $14,589 |
| 400 CYTEC INDUSTRIES | P | 2014-10-07 | 2015-06-10 | $24,672 | $18,397 | $6,275 | $6,275 |
| 1200 CYTEC INDUSTRIES | P | 2014-11-20 | 2015-11-20 | $89,707 | $61,255 | $28,452 | $28,452 |
| 80 ATRION COORPORATION | P | 2013-10-29 | 2015-06-10 | $30,599 | $21,367 | $9,232 | $9,232 |
| 500 BROADRIDGE FINL SOLUTIONS INC | P | 2013-10-29 | 2015-08-20 | $27,355 | $17,651 | $9,704 | $9,704 |
| 500 BROWN & BROWN INC. | P | 2013-11-12 | 2015-08-20 | $16,727 | $15,790 | $937 | $937 |
| 1000 CALAMOS ASSET MGMT | P | 2013-11-12 | 2015-01-27 | $12,929 | $9,822 | $3,107 | $3,107 |
| 520 CALAMOS ASSET MGMT | P | 2013-11-12 | 2015-02-19 | $6,854 | $5,107 | $1,747 | $1,747 |
| 450 CALAVO GROWERS INC. | P | 2013-10-31 | 2015-02-19 | $19,462 | $13,432 | $6,030 | $6,030 |
| 850 COLUMBIA SPORTSWEAR | P | 2013-11-12 | 2015-04-24 | $53,069 | $28,601 | $24,468 | $24,468 |
| 630 COLUMBIA SPORTSWEAR | P | 2013-11-12 | 2015-08-20 | $40,597 | $21,199 | $19,398 | $19,398 |
| 100 CRACKER BARREL OLD | P | 2013-11-12 | 2015-01-27 | $13,540 | $11,213 | $2,327 | $2,327 |
| 500 CYTEC INDUSTRIES | P | 2014-10-07 | 2015-11-20 | $37,378 | $22,996 | $14,382 | $14,382 |
| 550 EPR PPTYS COM | P | 2013-12-04 | 2015-02-19 | $33,338 | $27,117 | $6,221 | $6,221 |
| 400 GREENHILL & CO INC | P | 2013-10-29 | 2015-08-20 | $14,741 | $21,327 | -$6,586 | -$6,586 |
| 500 HILLENBRAND INCORPORATED | P | 2013-11-12 | 2015-01-27 | $15,902 | $14,112 | $1,790 | $1,790 |
| 1800 M D C HLDGS INCORPORATED | P | 2013-11-05 | 2015-08-20 | $54,685 | $50,992 | $3,693 | $3,693 |
| 1300 MANNING & NAPIER INCORPORATED CLASS A | P | 2014-03-19 | 2015-08-20 | $13,002 | $19,758 | -$6,756 | -$6,756 |
| 1500 MERCHANTS BANCSHARES | P | 2012-11-07 | 2015-04-24 | $43,751 | $44,698 | -$947 | -$947 |
| 1950 MERIDIAN BIOSCIENCE INCORPORATED | P | 2013-10-29 | 2015-04-24 | $38,074 | $48,627 | -$10,553 | -$10,553 |
| 300 MESA LABS INCORPORATED | P | 2013-11-12 | 2015-08-20 | $33,319 | $24,302 | $9,017 | $9,017 |
| 1050 MONRO MUFFLER BRAKE INCORPORATED | P | 2013-11-12 | 2015-11-20 | $75,546 | $49,739 | $25,807 | $25,807 |
| 80 NEWMKT CORPORATION | P | 2013-10-29 | 2015-02-19 | $39,691 | $23,952 | $15,739 | $15,739 |
| 720 RENT A CTN INCORPORATED | P | 2014-01-08 | 2015-11-20 | $12,342 | $23,939 | -$11,597 | -$11,597 |
| 2460 STERLING BANCORP | P | 2013-10-29 | 2015-11-20 | $41,672 | $28,265 | $13,407 | $13,407 |
| 1500 SUN CMNTYS INCORPORATED | P | 2013-10-29 | 2015-02-19 | $99,170 | $66,462 | $32,708 | $32,708 |
| 200 SUN CMNTYS INCORPORATED | P | 2013-10-29 | 2015-04-24 | $13,350 | $8,825 | $4,525 | $4,525 |
| 120 SUN CMNTYS INCORPORATED | P | 2013-10-29 | 2015-08-20 | $8,230 | $5,273 | $2,957 | $2,957 |
| 380 SUN CMNTYS INCORPORATED | P | 2013-11-12 | 2015-08-25 | $26,062 | $15,191 | $10,871 | $10,871 |
| 300 SUN CMNTYS INCORPORATED | P | 2013-11-12 | 2015-11-20 | $19,761 | $11,938 | $7,823 | $7,823 |
| 2790 TAL INTERNATIONAL GROUP | P | 2013-11-12 | 2015-06-05 | $11,031 | $130,256 | -$119,225 | -$119,225 |
| 1530 TOMPKINS FINANCIAL CORPORATION | P | 2013-11-12 | 2015-02-24 | $81,191 | $74,452 | $6,739 | $6,739 |
| 2150 U S PHYSICAL THERAPY INCORPORATED | P | 2013-10-30 | 2015-11-20 | $105,820 | $70,223 | $35,597 | $35,597 |
| 200 WATSCO INCORPORATED | P | 2013-11-12 | 2015-04-24 | $24,707 | $18,939 | $5,768 | $5,768 |
| 910 WORLD FUEL SVCS CORPORATION | P | 2013-10-29 | 2015-11-20 | $38,965 | $35,442 | $3,523 | $3,523 |
| 7904 BREITBURN ENERGY PARTNERS | P | 2013-10-29 | 2015-06-05 | $483,808 | $120,854 | $362,954 | $362,954 |
| 2700 EV ENERGY PARTNERS LP | P | 2013-11-21 | 2015-08-20 | $20,609 | $73,991 | -$53,382 | -$53,382 |
| 600 LAZARD | P | 2013-11-05 | 2015-08-20 | $31,137 | $23,988 | $7,149 | $7,149 |
| 1200 AT&T | P | 2015-08-24 | 2015-10-30 | $40,289 | $39,846 | $443 | $443 |
| 4000 ALLSCRIPTS HEALTHCARE SOLUTNS | P | 2015-04-16 | 2015-07-20 | $59,758 | $49,286 | $10,472 | $10,472 |
| 500 AMEX COMPANY | P | 2015-02-19 | 2015-11-18 | $35,723 | $39,441 | -$3,718 | -$3,718 |
| 750 B/E AEROSPACE INCORPRATED | P | 2015-06-17 | 2015-09-25 | $33,550 | $42,243 | -$8,693 | -$8,693 |
| 60 CHEMOURS COMPANY | P | 2014-08-19 | 2015-08-10 | $1,012 | $658 | $354 | $354 |
| 250 CHEVRON CORP | P | 2014-10-10 | 2015-07-16 | $23,502 | $28,448 | -$4,946 | -$4,946 |
| 600 CHEVRON CORP | P | 2015-08-10 | 2015-09-11 | $45,305 | $51,419 | -$6,114 | -$6,114 |
| 1800 CONOCOPHILLIPS | P | 2015-09-11 | 2015-10-30 | $93,163 | $100,655 | -$7,492 | -$7,492 |
| 1200 EMC CORPORATION MASS | P | 2015-03-16 | 2015-07-07 | $31,410 | $31,444 | -$34 | -$34 |
| 1000 EMERSON ELECTRIC CO | P | 2015-08-10 | 2015-10-05 | $45,337 | $50,143 | -$4,806 | -$4,806 |
| 1000 GREENBRIER COMPANIES INCORPORATED | P | 2015-04-14 | 2015-08-25 | $36,865 | $59,483 | -$22,618 | -$22,618 |
| 1450 INTEL CORP | P | 2015-09-29 | 2015-11-10 | $47,526 | $42,143 | $5,383 | $5,383 |
| 725 JPMORGAN CHASE & CO | P | 2015-09-08 | 2015-10-26 | $46,171 | $45,630 | $541 | $541 |
| 375 KLX INCORPORATED | P | 2014-08-05 | 2015-02-04 | $14,966 | $17,858 | -$2,892 | -$2,892 |
| 3215 KINDER MORGAN INCORP | P | 2015-10-12 | 2015-11-23 | $90,119 | $120,985 | -$30,866 | -$30,866 |
| 1000 MARATHON OIL CORPORATION | P | 2015-02-19 | 2015-07-07 | $25,437 | $28,391 | -$2,954 | -$2,954 |
| 900 MERCK & COMPANY INC./ | P | 2015-08-25 | 2015-10-15 | $44,642 | $48,375 | -$3,733 | -$3,733 |
| 1750 MYLAN INCORPORATED | P | 2014-08-12 | 2015-02-27 | $100,979 | $83,122 | $17,857 | $17,857 |
| 500 NORFOLK SOUTHERN | P | 2014-12-11 | 2015-04-14 | $49,839 | $51,780 | -$1,941 | -$1,941 |
| 1350 PFIZER INCORPORATED | P | 2015-10-15 | 2015-11-23 | $42,195 | $45,024 | -$2,829 | -$2,829 |
| 2325 PLUM CREEK TIMBER CO | P | 2015-10-30 | 2015-12-03 | $100,724 | $96,047 | $4,677 | $4,677 |
| 2600 QUALCOMM | P | 2015-11-10 | 2015-12-22 | $143,461 | $161,713 | -$18,252 | -$18,252 |
| 2000 RAYONIER INCORPORATED REIT | P | 2015-09-08 | 2015-10-30 | $45,346 | $46,168 | -$822 | -$822 |
| 1600 TRIUMPH GROUP INCORPORATED | P | 2014-08-06 | 2015-01-29 | $85,887 | $109,440 | -$23,553 | -$23,553 |
| 500 UNITED PARCEL SERVICE INC CL-B | P | 2015-01-29 | 2015-03-11 | $49,464 | $49,478 | -$14 | -$14 |
| 1225 VODAFONE GROUP PLC | P | 2015-10-30 | 2015-12-17 | $38,973 | $40,468 | -$1,495 | -$1,495 |
| 850 WF & COMPANY | P | 2015-10-26 | 2015-12-22 | $45,699 | $46,192 | -$493 | -$493 |
| 1850 WILLIAMS COMPANIES INC. | P | 2015-11-23 | 2015-12-22 | $61,645 | $77,131 | -$15,486 | -$15,486 |
| 250 COVIDIEN PLC | P | 2014-10-15 | 2015-01-26 | $27,189 | $21,135 | $6,054 | $6,054 |
| 1350 EATON CORPORTATION | P | 2015-10-05 | 2015-11-10 | $77,981 | $73,342 | $4,639 | $4,639 |
| 1000 MYLAN N V SHS EURO | P | 2015-02-27 | 2015-04-16 | $67,218 | $57,702 | $9,516 | $9,516 |
| 75000 ARCH COAL INC | P | 2012-09-13 | 2015-03-17 | $26,420 | $70,022 | -$43,602 | -$43,602 |
| 750 B/E AEROSPACE INCORPRATED | P | 2014-08-05 | 2015-09-25 | $33,550 | $47,219 | -$13,669 | -$13,669 |
| 100 CHEVRON CORP | P | 2014-07-28 | 2015-08-10 | $1,097 | $1,658 | -$561 | -$561 |
| 1500 FIFTH THRID BANCORP | P | 2014-08-21 | 2015-09-08 | $29,289 | $30,561 | -$1,272 | -$1,272 |
| 1500 KINDER MORGAN INCORP | P | 2013-12-17 | 2015-08-24 | $46,419 | $49,158 | -$2,739 | -$2,739 |
| 1500 REALTY INCOME CORP | P | 2013-11-13 | 2015-09-23 | $70,824 | $58,723 | $12,101 | $12,101 |
| 4000 REGIONS FINL CORPORATION | P | 2014-02-06 | 2015-07-07 | $39,035 | $40,486 | -$1,451 | -$1,451 |
| 1100 EATON CORPORTATION | P | 2013-09-05 | 2015-08-10 | $74,230 | $69,589 | $4,641 | $4,641 |
| RJ Main MK Private Equity | P | $27,303 | $27,303 | $27,303 | |||
| Enterprise | P | $195 | $195 | $195 | |||
| EV ENERGY PARTNERS LP | P | $11,543 | $11,543 | $11,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,171,610 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$271,527 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,796,659 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $63,947,157 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04373 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,091,558 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $59,217,067 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05221 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,891,130 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $62,209,683 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04647 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,727,299 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $59,134,668 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04612 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,164,796 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,977,125 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04011 | DistributionYr5Rt |
| Total Distribution | 0.228641 | TotalDistributionRt |
| Average Distribution | 0.045728 | AverageDistributionRt |
| Net Investment Income Pct | $33,505 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,505 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,081,472 | 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 | $33,505 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,505 | SubtotalAmt |
| Tax Based On Investment Income | $33,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $112,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $112,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $78,855 | OverpaymentAmt |
| Applied To ES Tax | $78,855 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON KNOX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7065951907 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3133 Washington Rd N W | AddressLine1Txt |
| City | THOMSON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30824 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERSON B A KNOX | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 26 | AddressLine1Txt |
| City | THOMSON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $120,000 | CompensationAmt |
| Employee Benefit Program | $30,000 | EmployeeBenefitProgramAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| JUDY WHIDDON | |||||||
| PO BOX 26 | THOMSON | GA | 30824 | ADMINISTRATIVE | 40.00 | $109,000 | $27,250 |
| ELIZABETH K HOPKINS | |||||||
| 2248 CUMMING ROAD | AUGUSTA | GA | 30904 | ADMINISTRATIVE | 10.00 | $24,000 | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $33,505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,505 | TotalTaxAmt |
| Distributable Before Adj | $33,505 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,505 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,081,472 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,081,472 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33,505 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,047,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,880,498 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,081,472 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,880,498 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $200,974 | RemainingDistriFromCorpusAmt |
| Total Corpus | $200,974 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $200,974 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $200,974 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KNOX FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3133 WASHINGTON RD | AddressLine1Txt |
| City | THOMSON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7065951907 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIC DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUGUSTA BALLET INC | |||||||
| 1301 GREEN ST | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERL SUPPORT | $30,000 |
| AUGUSTA CHILDREN CHORALE | |||||||
| PO BOX 115383 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERL SUPPORT | $15,000 |
| AUGUSTA CHORAL SOCIETY | |||||||
| PO BOX 1402 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $28,000 |
| AUGUSTA PLAYERS INC | |||||||
| PO BOX 2352 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $35,000 |
| AUGUSTA SYMPHONY | |||||||
| PO BOX 579 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $65,000 |
| CSRA HUMANE SOCIETY | |||||||
| PO BOX 14667 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERL SUPPORT | $25,000 |
| GACAROLINA COUNCILBSA | |||||||
| PO BOX 2247 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $15,000 |
| GERTRUDE HERBERT ART INS | |||||||
| 506 TELFAIR STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $45,000 |
| GOLDEN HARVEST FOOD BANK | |||||||
| 3310 COMMERCE DRIVE | AUGUSTA | GA | 30909 | NONE | EXEMPT | GENERL SUPPORT | $100,000 |
| GREATER AUGUSTA ARTS COUNCIL | |||||||
| 1301 GREEN STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $18,000 |
| THE HALE FOUNDATION | |||||||
| 402 WALKER STREET | AUGUSTA | GA | 30902 | NONE | EXEMPT | GENERL SUPPORT | $45,000 |
| HISTORIC AUGUSTA INC | |||||||
| PO BOX 37 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $53,000 |
| SACRED HEART CULTURAL CENTER INC | |||||||
| 1301 GREENE STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $137,500 |
| UNITED WAY OF CSRA | |||||||
| PO BOX 1724 | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERL SUPPORT | $10,000 |
| EMPTY STOCKING FUND | |||||||
| PO BOX 1928 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $5,000 |
| TUESDAY MUSIC LIVE | |||||||
| 605 REYNOLDS ST | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 539 | THOMSON | GA | 30824 | NONE | EXEMPT | GENERL SUPPORT | $5,000 |
| ACTION MINISTRIES INC | |||||||
| PO BOX 2001 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $50,000 |
| CHILD ENRICHMENT INC | |||||||
| PO BOX 12036 | AUGUSTA | GA | 30914 | NONE | EXEMPT | GENERL SUPPORT | $50,000 |
| AMERICAN RED CROSS | |||||||
| 1322 ELLIS STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $70,000 |
| FAMILY Y | |||||||
| 3617 WALTON WAY | AUGUSTA | GA | 30909 | NONE | EXEMPT | GENERL SUPPORT | $59,000 |
| SALVATION ARMY | |||||||
| PO BOX 2523 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $15,000 |
| WESLEYAN COLLEGE | |||||||
| 4760 FORSYTH ROAD | MACON | GA | 31210 | NONE | EXEMPT | GENERL SUPPORT | $20,000 |
| WIMBERLY HOUSE MINISTRIES | |||||||
| PO BOX 50 | WAYNESBORO | GA | 30830 | NONE | EXEMPT | GENERL SUPPORT | $10,000 |
| HOPE HOUSE FOR WOMEN | |||||||
| PO BOX 3597 | AUGUSTA | GA | 30914 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| BOYS GIRLS CLUB THOMSON | |||||||
| 1903 DIVISION STREET | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $307,000 |
| FELLOWSHIP OF CHRISTIAN | |||||||
| PO BOX 204168 | AUGUSTA | GA | 30917 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| AUGUSTA PREPARATORY DAY | |||||||
| 285 FLOWING WELLS ROAD | AUGUSTA | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT | $27,000 |
| AUGUSTA MUSEUM OF HISTORY | |||||||
| 560 REYNOLDS ST | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $60,000 |
| PHINIZY CENTER FOR WATER SCIENCES | |||||||
| 1858 LOCK DAM RD | AUGUSTA | GA | 30906 | NONE | EXEMPT | GENERAL SUPPORT | $60,000 |
| EASTER SEALS | |||||||
| PO BOX 2441 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| CHURCH OF THE GOOD SHEPHERD | |||||||
| 1105 FURYS LANE STE C | MARTINEZ | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT | $30,000 |
| MOLLIES MILITIA | |||||||
| 501 LAUREL LAKES DRIVE | BELVEDERE | SC | 29860 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| RACHEL LONGSTREET FOUNDATION | |||||||
| PO BOX 2247 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERAL SUPPORT | $60,000 |
| UNIVERSITY HEALTH CARE FOUNDAT | |||||||
| 2100 CENTRAL AVE SUITE D-1 | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $100,000 |
| AUGUSTA MINI THEATRE | |||||||
| 430 8TH STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| HERITAGE ACADEMY | |||||||
| 2230 BROAD STREET | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $30,000 |
| JUD C HICKEY CENTER | |||||||
| 1901 CENTRAL AVE | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| WESTMINISTER SCHOOL | |||||||
| 3067 WHEELER ROAD | AUGUSTA | GA | 30909 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| ST JOHN UMC | |||||||
| PO BOX 444 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERAL SUPPORT | $4,000 |
| STORYLAND THEATRE | |||||||
| PO BOX 14875 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERAL SUPPORT | $17,000 |
| COLLEGE OF CHARLESTON FOUNDATI | |||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| THE LYDIA PROJECT INC | |||||||
| 1321 ARSENAL AVE | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| UGA TEE-OFF CLUB | |||||||
| 120 PENDLETON DR | ATHENS | GA | 30606 | NONE | EXEMPT | GENERAL SUPPORT | $2,800 |
| NEW BETHLEHEM COMMUNITY CTR | |||||||
| 1336 CONKLIN AVE | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| MCDUFFIE COUNTY HOSPITAL FOUNDATION | |||||||
| 521 HILL ST SW | THOMSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| THOMSON-MCDUFFIE CHAMBER OF COMMERC | |||||||
| 111 RAILROAD ST | THOMSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT | $3,200 |
| UGA MUSEUM OF ART | |||||||
| 394 S MILLEDGE AVE STE 142 | ATHENS | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| AUGUSTA CHRISTIAN SCHOOLS | |||||||
| 313 BASTON RD | MARTINEZ | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT. | $25,000 |
| AUGUSTA EXCHANGE CLUB CHARITY | |||||||
| PO BOX 3884 | AUGUSTA | GA | 30914 | NONE | EXEMPT | GENERAL SUPPORT. | $4,000 |
| IMPERIAL THEATER | |||||||
| 749 BROAT ST | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT. | $18,000 |
| MADISON MORGAN CULTURAL CENTER | |||||||
| 434 S MAIN STREET | MADISON | GA | 30650 | NONE | EXEMPT | GENERAL SUPPORT. | $5,000 |
| TRINITY ON THE HILL | |||||||
| 1330 MONTE SANTO AVE | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT. | $10,000 |
| UNITED METHODIST CHILDRENS HOME | |||||||
| 325 8TH STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT. | $10,000 |
| AUGUSTA CHARITY CLASSIC FUND | |||||||
| PO Box 204168 | AUGUSTA | GA | 30917 | NONE | EXEMPT | GENERAL SUPPORT | $2,000 |
| AUGUSTA JAZZ PROJECT | |||||||
| 1967 Battle Row | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| AUGUSTA ROWING CLUB | |||||||
| 101 Riverfront Dr | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| BIRDIE CLUB | |||||||
| PO BOX 14127 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERAL SUPPORT | $13,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 802 N Liberty St | WAYNESBORO | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| GEORGIA PUBLIC BROADCASTING | |||||||
| 260 14th Street NW | ATLANTA | GA | 30318 | NONE | EXEMPT | GENERAL SUPPORT | $6,000 |
| LUCY CRAFT LANEY THE DELTA HOUSE IN | |||||||
| 1116 Phillips Street | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $17,500 |
| MORRIS MUSEUM OF ART | |||||||
| 1 Tenth Street | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $11,500 |
| SMILE TRAIN | |||||||
| 41 Madison Ave 28th Floor | NEW YORK | NY | 10010 | NONE | EXEMPT | GENERAL SUPPORT | $2,000 |
| AUGUSTA STATE UNIVERSITY FOUNDATION | |||||||
| 2500 WALTON WAY | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $3,000 |
| EPISCOPAL DAY SCHOOL | |||||||
| 2248 WALTON WAY | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $1,500 |
| FAMILY Y OF THOMPSON | |||||||
| 510 WEST HILL STREET | THOMPSON | GA | 30824 | NONE | EXEMPT | GENERL SUPPORT | $266,000 |
| FIRST PRESBYTERIAN CHURCH OF AUGUST | |||||||
| 642 TELFAIR STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| GEORGIA HUMANITIES COUNCIL | |||||||
| 50 HERTZ PLAZA | ATLANTA | GA | 30303 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| MACH ACADEMY INC | |||||||
| 1850 CHESTER AVE | AUGUSTA | GA | 30906 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 50 HERTZ PLAZA | ATLANTA | GA | 30303 | NONE | EXEMPT | GENERAL SUPPORT | $6,600 |
| UNITED WAY OF MCDUFFIE COUNTY | |||||||
| P O BOX 87 | THOMPSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| ALZHEIMERS ASSOCIATION OF GA CHAPTE | |||||||
| 7022 EVANS TOWNE CENTER BLVD | EVANS | GA | 30809 | N/A | EXEMPT | GENERAL SUPPORT | $20,000 |
| AUGUSTA RESCUE MISSION | |||||||
| 526 WALKER STREET | AUGUSTA | GA | 30901 | N/A | EXEMPT | GENERAL SUPPORT | $3,500 |
| CHRIST COMMUNITY HEALTY CENTER | |||||||
| 1226 DANTIGNAC ST | AUGUSTA | GA | 30901 | N/A | EXEMPT | GENERAL SUPPORT | $50,000 |
| THOMSON HIGH SCHOOL ATHLETIC BOOSTE | |||||||
| WASHINGTON ROAD | THOMSON | GA | 30324 | N/A | EXEMPT | GENERAL SUPP0RT | $3,500 |
| THOMSON MCDUFFIE LIBRARY | |||||||
| WASHINGTON ROAD | THOMSON | GA | 30324 | N/A | EXEMPT | GENERAL SUPPORT | $5,600 |
| UGA ATHLETICS WILLIAM C HARTMAN JR | |||||||
| UGA CAMPUS | ATHENS | GA | 30602 | N/A | EXEMPT | GENERAL SUPPORT | $10,000 |
| UGA FOUNDATION- TERRY COLLEGE OF BU | |||||||
| UGA CAMPUS | ATHENS | GA | 30602 | N/A | EXEMPT | GENERAL SUPPORT | $1,200 |
| WOODLAWN METHODIST CHURCH | |||||||
| 2220 WALTON WAY | AUGUSTA | GA | 30904 | N/A | EXEMPT | GENERAL SUPPORT | $10,000 |
| AMERICAN CANCER SOCIETY - AUGUSTA | |||||||
| 2607 COMMONDS BOULEVARD | AUGUSTA | GA | 30909 | NONE | EXEMPT | EDUCATIONAL | $8,000 |
| ARTS NOW | |||||||
| 100 EDGEWOOD AVENUE STE 100 | ATLANTA | GA | 30303 | NONE | EXEMPT | EDUCATIONAL | $20,000 |
| CENTER FOR NEW BEGINNINGS | |||||||
| P O BOX 1066 | WAYNESBORO | GA | 30830 | NONE | EXEMPT | COMMUNITY OUTREACH | $20,000 |
| COMMUNITY FOUNDATION FOR THE CSRA | |||||||
| P O BOX 31358 | AUGUSTA | GA | 30903 | NONE | EXEMPT | COMMUNITY OUTREACH | $2,000 |
| FAMILY PROMISE OF AUGUSTA | |||||||
| 2177 CENTRAL AVENUE | AUGUSTA | GA | 30904 | NONE | EXEMPT | COMMUNITY OUTREACH | $30,000 |
| NATURE CONVERVANCY IN GEORGIA | |||||||
| P O BOX 2404 | AUGUSTA | GA | 30903 | NONE | EXEMPT | EDUCATIONAL | $2,000 |
| WALTON FOUNDATION FOR INDEPENDENCE | |||||||
| 1355 INDEPENDENCE DRIVE | AUGUSTA | GA | 30901 | NONE | EXEMPT | COMMUNITY OUTREACH | $20,000 |
| AUGUSTA WARRIOR PROJECT | |||||||
| 4115 COLUMBIA ROAD SUITE 5-333 | MARTINEZ | GA | 30907 | NONE | EOF | COMMUNITY OUTREACH | $15,000 |
| GILEAD GROUP | |||||||
| P O BOX 565 | THOMSON | GA | 30824 | NONE | EOF | COMMUNITY OUTREACH | $2,000 |
| TURN BACK THE BLOCK | |||||||
| P O BOX 3366 | AUGUSTA | GA | 30914 | NONE | EOF | COMMUNITY OUTREACH | $15,000 |
| WHEN HELP CAN'T WAIT | |||||||
| 3822 COMMERCIAL COURT | MARTINEZ | GA | 30907 | NONE | EOF | DONATION | $3,000 |
| 12 BANDS OF CHRISTMAS | |||||||
| P O BOX 12623 | AUGUSTA | GA | 30914 | NONE | EOF | COMMUNITY OUTREACH | $5,000 |
| COMMUNITIES IN SCHOOLS | |||||||
| PO BOX 2344 | AUGUSTA | GA | 30903 | NONE | EOF | EDUCATION | $3,000 |
| CONNECTD HEARTS MINISTRY | |||||||
| 35 SUMMIT COMMONS COURT | NORTH AUGUSTA | SC | 29841 | NONE | EOF | RELIGIOUS COMMUNITY OUTREACH | $2,000 |
| GEORGIA HEALTH SCIENCES FOUNDATION | |||||||
| 1120 15TH STREET FI-1035 | AUGUSTA | GA | 30912 | NONE | EOF | EDUCATION | $334,000 |
| JACOBS LADDER | |||||||
| 407 HARDSCRABBLE ROAD | ROSWELL | GA | 30075 | NONE | EOF | OMMUNITY OUTREACH | $5,000 |
| JOYE IN AIKEN | |||||||
| P O BOX 5538 | AIKEN | SC | 29841 | NONE | EOF | OMMUNITY OUTREACH | $1,000 |
| LOWCOUNTRY MARITIME SOCIETY | |||||||
| 16 CHARLOTTE ST | CHARLESTON | SC | 29403 | NONE | EOF | EDUCATIONAL | $5,000 |
| PENDLETON KING PARK FOUNDATION | |||||||
| 1600 TROUPE STREET | AUGUSTA | GA | 30904 | NONE | EOF | DUCATIONAL | $5,000 |
| UNIV HEALTH CARE FD DENNIS CUP | |||||||
| 2100 CENTRAL AVENUE SUITE D-1 | AUGUSTA | GA | 30904 | NONE | EOF | OMMUNITY OUTREACH | $2,500 |
| UNIVERSITY HEALTH CARE FD MIRACLE M | |||||||
| 2100 CENTRAL AVE SUITE D-1 | AUGUSTA | GA | 30904 | NONE | EOF | DUCATIONAL | $15,000 |
| WORLD GOLF HALL OF FAME | |||||||
| 1 WORLD FOLF PLACE | ST AUGUSTINE | FL | 32092 | N/A | EOF | EDUCATIONAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,886,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,517,830 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $257,851 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,171,610 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC RECEIPTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$80,957 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,694,724 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,171,610 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,866,334 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE PAT KNOX JKL CLAT TRUST | ||||||
| 1 | PO BOX 927 | AUGUSTA | GA | 30907 | $75,013 | Yes (X) |
| THE PAT KNOX DAK CLAT TRUST | ||||||
| 2 | PO BOX 927 | AUGUSTA | GA | 30907 | $75,013 | Yes (X) |
| THE GEORGE ANN KNOX CLAT TRUST | ||||||
| 3 | PO BOX 26 | THOMSON | GA | 30824 | $187,265 | Yes (X) |
| GEORGE ANN KNOX | ||||||
| 4 | P O BOX 26 | THOMSON | GA | 30824 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,600 | Amt |
| Net Investment Income | $4,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,300 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $52,382 | $37,439 | $14,943 | $52,382 |
| Buildings | $5,094,073 | $1,636,441 | $3,457,632 | $5,094,073 |
| Land | $1,356,758 | $1,356,758 | $1,356,758 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $149,055 | BOYBookValueAmt |
| EOY Book Value | $164,869 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DEDUCTIBLE EXPENSES FROM K-1S | $88 |
| UNRELATED BUSINESS TAXES | $33,505 |
| UNREALIZED LOSSES ON INVESMENTS | $2,233,533 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $85 | $42 | $43 |
| COMPUTER | $930 | $465 | $465 |
| MEMBERSHIP DUES | $108 | $54 | $54 |
| POSTAGE | $84 | $42 | $42 |
| EMPLOYEE HEALTH INSURANCE | $30,021 | $15,010 | $15,011 |
| ADVERTISING | $100 | $100 | |
| REPAIRS | $545 | $545 | |
| CONTRIBUTIONS FROM PASS THRU ENTITIES | $14 | $14 | |
| INVESTMENT EXPENSE | $7,892 | $3,946 | $3,946 |
| MISC EXPENSE | $2,571 | $1,285 | $1,286 |
| Rental Expenses | $127,553 | $127,553 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC RECEIPTS | Desc |
| Revenue And Expenses Per Books | -$80,957 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON -TAXABLE DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $57,329 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES CRAWFIORD 2 | $53,739 | $53,739 | $0 | $0 |
| CONSULTING FEES | $116,610 | $116,610 | $0 | $0 |
| MANAGEMENT FEE CRAWFORD | $77,508 | $77,508 | $0 | $0 |
| MANAGEMENT FEE NOVARE | $29,959 | $29,959 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $21,310 | $10,655 | $10,655 |
| FOREIGN TAXES PAID | $6,928 | $6,928 |
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