WILLIAM M HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM M HARRIS FAMILY FOUNDATION (EIN 58-1422604)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-27
- IRS object ID
- 201643019349100414
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-27T17:34:05-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HABIF AROGETI & WYNNE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE CONCOURSE PARKWAY SUITE 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | 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 | 581422604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M HARRIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7707409782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE WAY SUITE D-9 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30076 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEANE MINK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7707409782 | PhoneNum |
| Signature | 2016-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ED D DECK CPA | PreparerPersonNm |
| PTIN | P00118028 | PTIN |
| Phone | 4048929651 | PhoneNum |
| Preparation | 2016-10-27 | PreparationDt |
| 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 | $7,919,000 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $270,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,229,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,917 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,192 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,192 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $404,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $404,576 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,668 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,834 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,834 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $900 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $900 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,498 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,498 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,901 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $558 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $726 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,339 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $6,489 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,489 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,643 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,643 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $542,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $542,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $630,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $569,092 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$226,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $354,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,183 | CashBOYAmt |
| Cash EOY | $11,526 | CashEOYAmt |
| Cash EOYFMV | $11,526 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $411,953 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $411,953 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,657,283 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,203,664 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,028,272 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,799,742 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,533,487 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,509,500 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,517,139 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,615,047 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,955,741 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,557 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,549 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,347 | LandBOYAmt |
| Land EOY | $2,008 | LandEOYAmt |
| Land EOYFMV | $2,008 | LandEOYFMVAmt |
| Total Assets BOY | $6,003,694 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,777,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,919,000 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $320 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $323 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $320 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $323 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,003,374 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,777,362 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,003,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,777,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,003,694 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,777,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,003,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$226,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,777,362 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,777,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HEWLETT PACKARD - 100,000 SHS | P | 2012-06-04 | 2015-11-09 | $102,728 | $99,877 | $2,851 | $2,851 |
| MORGAN STANLEY - 100,000 SHS | P | 2011-08-30 | 2015-08-31 | $100,000 | $100,025 | -$25 | -$25 |
| SOUTHERN PWR - 100,000 SHS | P | 2009-10-30 | 2015-07-15 | $100,000 | $105,823 | -$5,823 | -$5,823 |
| TRANSATLAN HLDGS - 54,000 SHS | P | 2012-02-29 | 2015-12-14 | $54,000 | $58,937 | -$4,937 | -$4,937 |
| DEUTSCHE CROCI INTL FUND - 1,452.36 SHS | P | 2015-04-15 | 2015-12-21 | $61,675 | $75,050 | -$13,375 | -$13,375 |
| AT&T - 1,897 SHS | P | 2012-03-29 | 2015-12-22 | $65,039 | $60,592 | $4,447 | $4,447 |
| EMERSON ELECTRIC CO. - 220 SHS | P | 2012-03-29 | 2015-12-22 | $10,013 | $11,324 | -$1,311 | -$1,311 |
| PROCTOR & GAMBLE - 314 SHS | P | 2012-03-29 | 2015-12-22 | $25,009 | $21,270 | $3,739 | $3,739 |
| AFLAC - 127 SHS | P | 1999-12-31 | 2015-06-09 | $7,843 | $4,680 | $3,163 | $3,163 |
| BANK OF AMERICA CORP - 9,000 SHS | P | 2014-09-05 | 2015-01-27 | $140,491 | $143,884 | -$3,393 | -$3,393 |
| DIRECT CLASS A - 2,000 SHS | P | 2010-02-03 | 2015-07-27 | $57,000 | $17,240 | $39,760 | $39,760 |
| LAS VEGAS SAND - 2,000 SHS | P | 2013-06-24 | 2015-02-02 | $112,179 | $117,198 | -$5,019 | -$5,019 |
| LIBERTY GLOBAL INC CLASS A - 300 SHS | P | 2014-01-01 | 2015-10-29 | $11,772 | $6,723 | $5,049 | $5,049 |
| MENTOR GRAPHICS - 7,000 SHS | P | 2015-06-12 | 2015-12-22 | $126,141 | $180,964 | -$54,823 | -$54,823 |
| THE WENDY'S CORP - 25,000 SHS | P | 2013-03-27 | 2015-08-07 | $255,864 | $116,250 | $139,614 | $139,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,917 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $619,901 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,814,913 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079323 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $731,691 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,261,262 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.116860 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $735,239 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,690,806 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.109888 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $507,997 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,789,955 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074816 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $516,016 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,335,216 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070348 | DistributionYr5Rt |
| Total Distribution | 0.451235 | TotalDistributionRt |
| Average Distribution | 0.090247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,064,717 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $727,817 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,540 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $731,357 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $569,092 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,081 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,081 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,081 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,795 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,795 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $57 | EsPenaltyAmt |
| Overpayment | $657 | OverpaymentAmt |
| Applied To ES Tax | $657 | 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 | EAGLESFOUNDA@MINDSPRING.COM | WebsiteAddressTxt |
| Individual With Books | JANE GOODWIN | IndividualWithBooksNm |
| Phone | 7706411927 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE ROAD SUITE D-9 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30076 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| DR DEANE MINK | ||||||||
| 409 NORTHSIDE DRIVE | VALDOSTA | GA | 31602 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DR VINCENT ERARIO | ||||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | VICE CHAIRMAN | 2.00 | $0 | $0 | $0 |
| JANE GOODWIN | ||||||||
| 600 HOUZE ROAD SUITE D-9 | ROSWELL | GA | 30076 | SECRETARY/TREASURER | 10.00 | $13,668 | $0 | $0 |
| DR JERRY HARDEE | ||||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DR TOM MORGAN | ||||||||
| 1350 YOUNGS FARM ROAD | CEDARTOWN | GA | 30125 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| EDWIN STAUB | ||||||||
| PO BOX 7200 | CHESTNUT MTN | GA | 30502 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JAMES MCDONALD | ||||||||
| 2501 WEST 84TH STREET | BLOOMINGTON | MN | 55431 | BOARD MEMBER | 2.00 | $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 | THE ORGANIZATION PROMOTES CHIROPRACTIC EDUCATION THROUGH ITS GRANTS AND CONTRIBUTIONS TO VARIOUS CHIROPRACTIC COLLEGES AND EDUCATIONAL ORGANIZATIONS. | Description1Txt |
| Expenses1 | $427,000 | Expenses1Amt |
| Description2 | THE ORGANIZATION PROMOTES CERTAIN HUMANITARIAN ACTIVITIES THROUGH GRANTS AND CONTRIBUTIONS TO VARIOUS SOCIAL SERVICE ORGANIZATIONS. | Description2Txt |
| Expenses2 | $115,250 | Expenses2Amt |
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 | $7,825,716 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $290,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $71,634 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,187,530 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,187,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,064,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $403,236 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $403,236 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,081 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,081 | TotalTaxAmt |
| Distributable Before Adj | $396,155 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $396,155 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $396,155 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $569,092 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $569,092 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $569,092 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $396,155 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $154,329 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $173,348 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $405,565 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $423,990 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $235,976 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,393,208 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $569,092 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $396,155 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $172,937 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,566,145 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $154,329 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,411,816 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $173,348 | ExcessFromYear4Amt |
| Excess From Year3 | $405,565 | ExcessFromYear3Amt |
| Excess From Year2 | $423,990 | ExcessFromYear2Amt |
| Excess From Year1 | $235,976 | ExcessFromYear1Amt |
| Excess From Current Year | $172,937 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE GOODWIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE WAY SUITE D-9 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7706411927 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANGEL EXPRESS | ||||||
| 24 RIDGEVIEW DRIVE | SILVER CREEK | GA | 30173 | PC | HUMANITARIAN | $5,000 |
| BOYS & GIRLS CLUB OF GREATER LEE COUNTY | ||||||
| 1365 GATEWOOD DRIVE | AUBURN | AL | 36830 | PC | HUMANITARIAN | $5,000 |
| EAGLE RANCH | ||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | PC | HUMANITARIAN | $50,000 |
| HELPING HANDS MINISTRIES | ||||||
| PO BOX 337 | TALLULAH FALLS | GA | 30573 | PC | HUMANITARIAN | $5,000 |
| OKLAHAVEN CHILDREN'S CHIROPRACTIC CENTER | ||||||
| 4500 N MERIDIAN | OKLAHOMA CITY | OK | 73112 | PC | HUMANITARIAN | $10,000 |
| BIBLE BAPTIST CHURCH | ||||||
| 64 DOVE LANE | KALISPELL | MT | 59901 | PC | HUMANITARIAN | $20,000 |
| WOMEN'S HEALTH CENTER | ||||||
| PO BOX 866 | ANDREWS | NC | 28901 | PC | HUMANITARIAN | $5,000 |
| OUR NEIGHBOR INC | ||||||
| PO BOX 107 | GAINESVILLE | GA | 30503 | PC | HUMANITARIAN | $5,000 |
| WELCOME HOUSE | ||||||
| PO BOX 1631 | NEWNAN | GA | 30264 | PC | HUMANITARIAN | $5,000 |
| MIRACLE LEAGUE OF VALDOSTA | ||||||
| PO BOX 4512 | VALDOSTA | GA | 31604 | PC | HUMANITARIAN | $5,250 |
| INSPIRE | ||||||
| 101 S ROOSEVELT DRIVE | CHANDLER | AZ | 85226 | PC | EDUCATION | $25,000 |
| LIFEWEST | ||||||
| 25001 INDUSTRIAL BLVD | HAYWARD | CA | 94545 | PC | EDUCATION | $40,000 |
| LIFE UNIVERSITY | ||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | PC | EDUCATION | $237,000 |
| NORTHWESTERN HEALTH AND SCIENCE UNIVERSITY | ||||||
| 2501 W 84TH | BLOOMINGTON | MN | 55431 | PC | EDUCATION | $100,000 |
| CLEVELAND COLLEGE OF CHIROPRACTIC | ||||||
| 10850 LOWELL AVE | OVERLAND PARK | KS | 66210 | PC | EDUCATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $542,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270,467 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,192 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,917 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $404,576 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $404,576 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $7,500 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| DESK | 1995-07-13 | $630 | $630 | SL | 7.000000000000 | $0 | $0 |
| FAX MACHINE | 1994-11-08 | $318 | $318 | 200DB | 7.000000000000 | $0 | $0 |
| TELEPHONE EQUIPMENT | 1997-01-10 | $1,425 | $1,425 | SL | 7.000000000000 | $0 | $0 |
| FURNITURE | 2014-05-01 | $4,184 | $837 | 200DB | 5.000000000000 | $1,339 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $1,533,487 | EOYBookValueAmt |
| EOYFMV | $1,509,500 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $1,946,589 | $3,721,720 |
| EDWARD JONES | $257,075 | $306,552 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB | AT COST | $1,518,402 | $1,859,693 |
| EDWARD JONES | AT COST | $9,749 | $9,152 |
| PLAINS ALL AMERICAN INVESTMENT | AT COST | $28,696 | $28,696 |
| CANTON JAMERSON INVESTMENT | AT COST | $58,200 | $58,200 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| DESK | $630 | $630 | $0 |
| FAX MACHINE | $318 | $318 | $0 |
| TELEPHONE EQUIPMENT | $1,425 | $1,425 | $0 |
| FURNITURE | $4,184 | $2,176 | $2,008 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,800 | LegalFeesAmt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $3,375 | $0 | $3,375 |
| INFORMATION TECHNOLOGY | $104 | $0 | $104 |
| INSURANCE | $1,545 | $0 | $1,545 |
| REGISTRATION FEES | $314 | $0 | $314 |
| OTHER EXPENSES | $1,162 | $0 | $1,162 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PLAINS ALL AMERICAN | -$3,334 | -$3,334 | $0 |
| CANTON JAM | $27,526 | $27,526 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $38,498 | Amt |
| Net Investment Income | $38,498 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,117 | $558 | $559 |
| PROPERTY TAXES | $167 | $0 | $167 |
| EXCISE TAXES | $9,617 | $0 | $0 |
Comments