PRUITT PRIVATE FOUNDATION TRUST REV TR CREATED AGREEMENT 052197: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PRUITT PRIVATE FOUNDATION TRUST REV TR CREATED AGREEMENT 052197 (EIN 58-6343480)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-03
- IRS object ID
- 201621559349100002
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-03T08:53:16-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON & FIELDS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 EAST DOYLE ST | AddressLine1Txt |
| City | TOCCOA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 305772105 | 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 | 586343480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRUITT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRUI | BusinessNameControlTxt |
| Phone | 7068868493 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1210 | AddressLine1Txt |
| City | TOCCOA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30577 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY W PRUITT | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2016-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J Sam Johnson CPA | PreparerPersonNm |
| PTIN | P00117357 | PTIN |
| Phone | 7068863173 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,395,558 | 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 | $28,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,654 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $28,654 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,867 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $623 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $37,521 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,521 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,277 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,579 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $4,891 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $803 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,521 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,277 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,691 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,040 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,040 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,386,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,394,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,394,518 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,389,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,395,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,395,558 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $80,776 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $118,567 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $80,776 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $118,567 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,308,243 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,276,991 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,308,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,276,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,389,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,395,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,308,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,252 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,276,991 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,276,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6 FMC TECHNOLOGIES INC | P | 2015-03-24 | 2015-12-14 | $175 | $223 | -$48 | -$48 |
| .34 METRONIC PLC SHS | P | 2015-01-27 | 2015-01-27 | $24 | $26 | -$2 | -$2 |
| 3 PRECISION CASTPARTS CORP | P | 2015-07-20 | 2015-07-20 | $690 | $651 | $39 | $39 |
| 30 TARGET CORPORATION | P | 2015-07-20 | 2015-07-20 | $2,218 | $1,726 | $492 | $492 |
| 6 TOWERS WATSON & CO CL A | P | 2015-07-20 | 2015-07-20 | $772 | $630 | $142 | $142 |
| 15 CABLEVISION SYSTEMS CORP | P | 2011-04-01 | 2015-09-17 | $491 | $378 | $113 | $113 |
| 21 CAMERON INTNL CORP | P | 2013-07-25 | 2015-12-04 | $1,319 | $1,085 | $234 | $234 |
| 52 EMC CORP MASS | P | 2013-04-30 | 2015-11-05 | $1,360 | $1,242 | $118 | $118 |
| 23 FMC TECHNOLOGIES INC | P | 2014-10-22 | 2015-12-14 | $691 | $1,222 | -$531 | -$531 |
| 5 PRECISION CASTPARTS CORP | P | 2014-09-04 | 2015-10-23 | $1,148 | $1,176 | -$28 | -$28 |
| 12 QUALCOMM, INC | P | 2011-08-12 | 2015-03-10 | $871 | $629 | $242 | $242 |
| 2 RED HAT INC | P | 2013-11-19 | 2015-05-04 | $150 | $93 | $57 | $57 |
| 8 TOWERS WATSON & CO CL A | P | 2014-06-16 | 2015-07-07 | $1,031 | $878 | $153 | $153 |
| 3 AMAZON COM INC | P | 2005-05-03 | 2015-11-06 | $1,743 | $100 | $1,643 | $1,643 |
| 3 BIOGEN IDEC INC | P | 2004-01-28 | 2015-03-09 | $1,243 | $134 | $1,109 | $1,109 |
| 25 CABLEVISIOIN SYSTEMS CORP | P | 2008-04-04 | 2015-09-17 | $819 | $699 | $120 | $120 |
| 9 CITRIX SYSTEMS INC | P | 2010-10-22 | 2015-07-29 | $678 | $544 | $134 | $134 |
| 15 COVIDIEN PLC | P | 2001-12-18 | 2015-01-27 | $1,631 | $974 | $657 | $657 |
| 1 CVS HEALTH CORP COM | P | 2008-11-06 | 2015-03-09 | $102 | $30 | $72 | $72 |
| 32 DIRECTV COM | P | 2008-03-27 | 2015-01-26 | $2,736 | $529 | $2,207 | $2,207 |
| .008 GOOGLE INC CL C | P | 2011-03-07 | 2015-05-13 | $4 | $2 | $2 | $2 |
| 30 PALL CORPORATION | P | 2006-09-06 | 2015-05-13 | $3,724 | $823 | $2,901 | $2,901 |
| 3 SCHLUMBERGER LTD | P | 2010-06-10 | 2015-07-01 | $254 | $174 | $80 | $80 |
| 8 VISA INC CL A | P | 2010-11-15 | 2015-12-09 | $821 | $208 | $613 | $613 |
| 4 WALT DISNEY CO HLDG CO | P | 2001-09-21 | 2015-11-06 | $463 | $109 | $354 | $354 |
| 54 AOL INC | P | 2000-01-27 | 2015-06-30 | $2,700 | $4,706 | -$2,006 | -$2,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,867 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $623 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,236,669 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04609 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,131,351 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04596 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,052,223 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04514 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $958,326 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04904 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $946,971 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04720 | DistributionYr5Rt |
| Total Distribution | 0.233445 | TotalDistributionRt |
| Average Distribution | 0.046689 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,270,597 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,323 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $375 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,698 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,500 | 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 | $375 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $375 | SubtotalAmt |
| Tax Based On Investment Income | $375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $720 | TotalPaymentsAndCreditsAmt |
| Overpayment | $345 | OverpaymentAmt |
| Applied To ES Tax | $345 | 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 | false | 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 | NANCY W PRUITT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7068868493 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 E DOYLE STREET | AddressLine1Txt |
| City | TOCCOA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30577 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NEIL L PRUITT JR | ||||||
| PO BOX 1155 | TOCCOA | GA | 30577 | Trustee | 0.00 | $0 |
| NANCY W PRUITT | ||||||
| PO BOX 1155 | TOCCOA | GA | 30577 | Chairman | 0.00 | $0 |
| LISA P HAMBY | ||||||
| PO BOX 1155 | TOCCOA | GA | 30577 | Trustee | 0.00 | $0 |
| J PAIGE PRUITT | ||||||
| PO BOX 1155 | TOCCOA | GA | 30577 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,283,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,289,946 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,289,946 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,270,597 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $375 | TotalTaxAmt |
| Distributable Before Adj | $63,155 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,155 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,155 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $61,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $375 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $61,125 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,155 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,014 | UndistributedIncomePYAmt |
| Qualifying Distributions | $61,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $60,014 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,486 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $61,669 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PRUITT CARES FOUNDATION | |||||||
| 1626 JEURGENS COURT | NORCROSS | GA | 30093 | NONE | N/A | GENERAL BUDGET | $15,000 |
| TALLULAH FALL METHODIST CHURCH | |||||||
| 204 CHURCH STREET | TALLULAH FALLS | GA | 30573 | NONE | N/A | CEMETARY FUND | $500 |
| LAKE RABUN ASSOC FOUNDATION | |||||||
| PO BOX 490 | LAKEMONT | GA | 30552 | NONE | N/A | GENERAL BUDGET | $3,000 |
| ST JUDE'S CHILDRENS' RESEARCH | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | N/A | GENERAL BUDGET | $2,500 |
| TOCCOA ELEMENTARY SCHOOL | |||||||
| 304 NORTH POND STREET | TOCCOA | GA | 30577 | NONE | N/A | BOOKS FOR LIBRARY | $15,000 |
| LAKEMONT-WILEY FIRE DEPARTMENT | |||||||
| HWY 441 | WILEY | GA | 30581 | NONE | N/A | GENERAL FUND | $2,000 |
| HOLY INNOCENTS EPISCOPAL SCHOOL | |||||||
| 805 MOUNT VERNON HWY NW | ATLANTA | GA | 30327 | NONE | N/A | GENERAL FUND | $10,000 |
| SALVATION ARMY | |||||||
| 348 E FRANKLIN STREET | TOCCOA | GA | 30577 | NONE | N/A | GENERAL FUND | $2,500 |
| FAITH IN RABUN COUNTY | |||||||
| 744 E CURRAHEE STREET | TOCCOA | GA | 30577 | NONE | N/A | GENERAL BUDGET | $1,500 |
| LAKEVIEW ACADEMY | |||||||
| 796 LAKEVIEW DRIVE | GAINESVILLE | GA | 30501 | NONE | N/A | GENERAL BUDGET | $8,000 |
| RABUN GAP PRESBYTERIAN CHURCH | |||||||
| 8397 WOLFFORK ROAD | RABUN GAP | GA | 30568 | NONE | N/A | GENERAL FUND | $1,000 |
| TOCCOA BOYS GIRLS CLUB | |||||||
| 71 W WHITMAN STREET | TOCCOA | GA | 30577 | NONE | N/A | GENERAL FUND | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $28,654 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,867 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,521 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,521 | 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 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Portfolio Credit Line | Desc |
| BOY Book Value | $80,776 | BOYBookValueAmt |
| EOY Book Value | $118,567 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Mgt Fees | CategoryTxt |
| Amt | $1,579 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $803 | Amt |
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