THE JACK & AGGIE@BANDY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE JACK & AGGIE@BANDY FOUNDATION INC (EIN 65-1230566)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-15
- IRS object ID
- 201633209349101573
- Schema version
- 2015v2.1
- 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 Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T11:20:52-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS DECOSIMO LLC PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 MARKET STREET SUITE 100 | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651230566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACK AND AGGIE BANDY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 7062268835 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 624 | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | B JACKSON BANDY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7062268835 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARL J JORDAN | PreparerPersonNm |
| PTIN | P00441353 | PTIN |
| Phone | 4237567100 | PhoneNum |
| 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 | $8,726,035 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,365 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,365 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,100 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$656,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $628,315 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,455,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,465 | 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 |
| Accounting Fees Rev And Expnss | $7,560 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,780 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,780 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,977 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,977 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,909 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $173 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $173 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,948 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,948 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,728 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,264,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,626 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $247,202 | CashBOYAmt |
| Cash EOY | $5,094,539 | CashEOYAmt |
| Cash EOYFMV | $5,094,539 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,851 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $354,647 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $354,647 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,881,622 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,903,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,276,849 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,157,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,352,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,726,035 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,157,675 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,352,341 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,157,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,352,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,157,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,352,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,157,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,264,357 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,422,032 | SubtotalAmt |
| Other Decreases | $69,691 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,352,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SAFE BULKERS INC | P | 2015-03-06 | 2015-12-30 | $30,196 | $138,725 | -$108,529 | -$108,529 |
| AK STEEL HOLDING CO | D | 2014-06-25 | 2015-12-28 | $47,039 | $124,740 | -$77,701 | -$77,701 |
| CHESAPEAKE ENERGY OKLA | D | 2012-07-06 | 2015-12-28 | $28,256 | $128,232 | -$99,976 | -$99,976 |
| COSTAMARE INC | D | 2013-06-05 | 2015-12-28 | $41,457 | $69,272 | -$27,815 | -$27,815 |
| FLEXTRONICS INTL LTD | D | 2008-12-16 | 2016-01-22 | $12,760 | $2,929 | $9,831 | $9,831 |
| FLEXTRONICS INTL LTD | D | 2009-02-20 | 2016-01-22 | $55,679 | $14,520 | $41,159 | $41,159 |
| FLEXTRONICS INTL LTD | D | 2009-12-18 | 2016-01-22 | $4,640 | $3,545 | $1,095 | $1,095 |
| JABIL CIRCUIT INC | D | 2013-03-26 | 2016-01-22 | $88,799 | $83,449 | $5,350 | $5,350 |
| NAVIOS MARITIME PARTNERS | D | 2009-05-19 | 2015-12-28 | $12,936 | $28,624 | -$15,688 | -$15,688 |
| NAVIOS MARITIME PARTNERS | D | 2013-06-05 | 2015-12-28 | $33,263 | $98,271 | -$65,008 | -$65,008 |
| PETRLEO BRAS VTG SPD ADR | D | 2013-06-07 | 2015-12-28 | $9,282 | $15,330 | -$6,048 | -$6,048 |
| SAFE BULKERS INC | D | 2008-11-04 | 2015-12-28 | $4,183 | $19,550 | -$15,367 | -$15,367 |
| SAFE BULKERS INC | D | 2008-12-17 | 2015-12-30 | $1,251 | $5,865 | -$4,614 | -$4,614 |
| SAFE BULKERS INC | D | 2009-02-13 | 2015-12-30 | $918 | $4,301 | -$3,383 | -$3,383 |
| SAFE BULKERS INC | D | 2010-04-05 | 2015-12-30 | $14,183 | $66,470 | -$52,287 | -$52,287 |
| SAFE BULKERS INC | D | 2010-04-29 | 2015-12-30 | $542 | $2,542 | -$2,000 | -$2,000 |
| TEEKAY TANKERS LTD | D | 2014-04-08 | 2016-06-08 | $37,704 | $35,182 | $2,522 | $2,522 |
| VALIDUS HOLDINGS LTD | D | 2008-10-24 | 2016-01-22 | $23,218 | $12,242 | $10,976 | $10,976 |
| VALIDUS HOLDINGS LTD | D | 2009-03-05 | 2016-01-22 | $20,939 | $10,935 | $10,004 | $10,004 |
| VALIDUS HOLDINGS LTD | D | 2013-08-29 | 2016-01-22 | $32,161 | $25,811 | $6,350 | $6,350 |
| RYERSON HOLDING CORP | P | 2015-03-19 | 2016-03-01 | $128,909 | $250,836 | -$121,927 | -$121,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$513,056 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,931 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,386,885 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.008542 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,965 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $552,957 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045148 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,180 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $498,732 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050488 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,373 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $514,088 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070752 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,008 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $517,925 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052147 | DistributionYr5Rt |
| Total Distribution | 0.227077 | TotalDistributionRt |
| Average Distribution | 0.045415 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,115,671 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $323,158 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $726 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $323,884 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $151,728 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $707 | OverpaymentAmt |
| Applied To ES Tax | $707 | 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 | Yes (1) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | B JACKSON BANDY | IndividualWithBooksNm |
| Phone | 7062268835 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 624 | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30722 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| B JACKSON BANDY | ||||||||
| 607 VALLEY DRIVE | DALTON | GA | 30720 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KARL J JORDAN | ||||||||
| 629 MARKET STREET SUITE 100 | CHATTANOOGA | TN | 37402 | TREASURER AND SECRETARY | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A - GRANT MAKING ORGANIZATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $4,023,588 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,200,443 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,224,031 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,224,031 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,360 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,115,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $355,784 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $355,784 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,453 | TotalTaxAmt |
| Distributable Before Adj | $354,331 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $354,331 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $354,331 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,728 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $151,728 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $151,728 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $354,331 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $139,415 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,728 | QualifyingDistributionsAmt |
| Applied To Year1 | $139,415 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,313 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $342,018 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | B JACKSON BANDY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | B JACKSON BANDY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 624 | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7062268835 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST NEED NOT EXCEED TWO PAGES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMPUS CRUSADE FOR CHRIST | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $480 |
| CHRISTIAN HERITAGE SCHOOL | |||||||
| 1600 MLK JR BLVD | DALTON | GA | 30721 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $100,000 |
| DALTON FIRST UNITED METHODIST CHURCH | |||||||
| 500 SOUTH THORTON AVENUE | DALTON | GA | 30720 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $27,300 |
| SAVE THE CHILDREN | |||||||
| PO BOX 9158 | CHELSEA | MA | 02150 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $168 |
| WHITFIELD-MURRAY HISTORICAL SOCIETY | |||||||
| 715 CHATTANOOGA AVE | DALTON | GA | 30720 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,948 | 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 | $7,365 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$656,541 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$544,076 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$544,076 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | B JACKSON BANDY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 624 | AddressLine1Txt |
| City | DALTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,560 | Amt |
| Net Investment Income | $3,780 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,780 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REGIONS FINANCIAL | $249,604 | $59,953 |
| BANK OF AMERICA CORP | $172,511 | $51,421 |
| MERRILL LYNCH | $4,481,040 | $3,165,475 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED STOCK - BASIS DIFFERENCE | Desc |
| Amt | $69,691 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $113 | $113 | $0 |
| OTHER EXPENSES | $60 | $60 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $30,977 | Amt |
| Net Investment Income | $30,977 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE REGISTRATION FEE | $30 | $30 | $0 |
| FEDERAL EXCISE TAX (FORM 990PF) | $4,315 | $4,315 | $0 |
| FOREIGN TAXES | $564 | $564 | $0 |
Comments