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NUNNALLY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
NUNNALLY FOUNDATION INC (EIN 58-2472377)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201631339349100708
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-12T07:01:14-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582116488PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16015 ATLANTIC BLVD SUITE GAddressLine1Txt
CityNORCROSSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30071ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582472377EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANCES G ROGERSPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4042330560PhoneNum
Signature2016-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW W TALLANTPreparerPersonNm
PTINP00037521PTIN
Phone7704479500PhoneNum
Preparation2016-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$836,376FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,121DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,121DividendsNetInvstIncmAmt
Total Rev And Expnss$20,132TotalRevAndExpnssAmt
Total Net Invst Incm$20,132TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$510AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$510AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,441TaxesRevAndExpnssAmt
Taxes Net Invst Incm$52TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,951TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$510TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,951TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70,510TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$54,819ExcessRevenueOverExpensesAmt
Net Investment Income$20,080NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$108,967SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$54,094SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$54,094SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$267AcctRcvblAmt
Acct Rcvbl BOY$213AcctRcvblBOYAmt
Acct Rcvbl EOY$267AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$267AcctRcvblEOYFMVAmt
Corporate Stock BOY$591,246CorporateStockBOYAmt
Corporate Stock EOY$591,246CorporateStockEOYAmt
Corporate Stock EOYFMV$782,015CorporateStockEOYFMVAmt
Total Assets BOY$700,426TotalAssetsBOYAmt
Total Assets EOY$645,607TotalAssetsEOYAmt
Total Assets EOYFMV$836,376TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$700,426RetainedEarningBOYAmt
Retained Earning EOY$645,607RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$700,426TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$645,607TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$700,426TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$645,607TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$700,426TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$54,819ExcessRevenueOverExpensesAmt
Subtotal$645,607SubtotalAmt
Tot Net Ast Or Fund Balances EOY$645,607TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$490AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$837,152NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000585DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,490AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$774,130NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.013551DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,981,014AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$268,199NetVlNoncharitableAssetsYr3Amt
Distribution Yr37.386359DistributionYr3Rt
Adjusted Qlfy Distri Yr4$45,490AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$235,810NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.192910DistributionYr4Rt
Adjusted Qlfy Distri Yr5$137,790AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$258,610NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.532810DistributionYr5Rt
Total Distribution8.126215TotalDistributionRt
Average Distribution1.625243AverageDistributionRt
Net Vl Noncharitable Assets$863,314NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,403,095AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$201NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,403,296AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$70,510QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$402InvestmentIncomeExciseTaxAmt
Subtotal$402SubtotalAmt
Tax Based On Investment Income$402TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,998OverpaymentAmt
Applied To ES Tax$425AppliedToESTaxAmt
Refund$1,573RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFRANCES G ROGERSIndividualWithBooksNm
Phone4042330560PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13290 NORTHSIDE PARKWAY 375AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HUGH P NUNNALLY JR
PO BOX 30068SEA ISLANDGA31561PRESIDENT0.50$0$0$0
FRANCES G ROGERS
3290 NORTHSIDE PKYATLANTAGA30327SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$768,457AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$107,982AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$22FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$876,461TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$876,461AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,147CashDeemedCharitableAmt
Net Vl Noncharitable Assets$863,314NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,166MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,166MinimumInvestmentReturnAmt
Tax Based On Investment Income$402TaxBasedOnInvestmentIncomeAmt
Total Tax$402TotalTaxAmt
Distributable Before Adj$42,764DistributableBeforeAdjAmt
Distributable Before Ded$42,764DistributableBeforeDedAmt
Distributable As Adjusted$42,764DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,510ExpensesAndContributionsAmt
Qualifying Distributions$70,510QualifyingDistributionsAmt
Adjusted Qualifying Distri$70,510AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,764DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$88,978ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$33,966ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,000,490ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$2,123,434TotalExcessDistributionCyovAmt
Qualifying Distributions$70,510QualifyingDistributionsAmt
Applied To Current Year$42,764AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,746RemainingDistriFromCorpusAmt
Total Corpus$2,151,180TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$88,978ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,062,202ExcessDistriCyovToNextYrAmt
Excess From Year4$33,966ExcessFromYear4Amt
Excess From Year3$2,000,490ExcessFromYear3Amt
Excess From Current Year$27,746ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFRANCES G ROGERSRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
SPECIAL OLYMPICS GEORGIA
4000 DEKALB TECHNOLOGYPKWY STE 400 BLDG 400ATLANTAGA30340N/APCGENERAL OPERATIONS$10,000
FRIENDS OF SHELLMAN BLUFF
PO BOX 354TOWNSENDGA31331N/APCGENERAL OPERATIONS$10,000
COMMUNITIES OF COASTAL GEORGIA
1626 FREDERICA RD STE 201ST SIMONSGA31522N/APCGENERAL OPERATIONS$50,000FOUNDATION
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,121ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,132ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,132TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$510Amt
Disbursements Charitable Prps$510DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$591,246EOYBookValueAmt
EOYFMV$782,015EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$4,389
FOREIGN TAX$52$52

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