MARY ALICE AND BENNETT BROWN FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARY ALICE AND BENNETT BROWN FOUNDATION INC (EIN 58-6332776)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-28
- IRS object ID
- 201641199349100119
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-28T14:25:26-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 586332776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mary Alice and Bennett Brown Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE BROWN OHLHAUSEN | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $7,842,873 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $76 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $156,106 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,106 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,584,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,209 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $239,391 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,391 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $53,347 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,347 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,783 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,210 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,210 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,805 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,760 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,145 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,970 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $362,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $362,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,145 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$229,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $175,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $163,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $163,155 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,566,127 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,348,763 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,679,718 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,741,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,511,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,842,873 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,741,672 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,511,918 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,741,672 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,511,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,741,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,511,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,741,672 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$229,754 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,511,918 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,511,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $6,584,746 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,501,537 | CostOrOtherBasisAmt |
| Gain Or Loss | $83,209 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $83,209 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,209 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $384,824 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,451,616 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $300,181 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,070,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037194 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $448,267 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,599,065 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05899 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $184,494 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,657,080 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024095 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $190,065 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,147,833 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026591 | DistributionYr5Rt |
| Total Distribution | 0.192403 | TotalDistributionRt |
| Average Distribution | 0.038481 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,104,952 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $311,887 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,860 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $313,747 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $412,970 | 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 | $1,860 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,860 | SubtotalAmt |
| Tax Based On Investment Income | $1,860 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $60 | TaxDueAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| Charlotte Armknecht | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Board Member | 1.0 | $0 | $0 | $0 |
| Leila B Armknecht | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Rustin Armknecht | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Board Member | 1.0 | $0 | $0 | $0 |
| Jessica Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Board Member | 1.0 | $0 | $0 | $0 |
| Bennett A Brown III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec / Co-Chairman | 1.0 | $0 | $0 | $0 |
| Brice D Dixon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Board Member | 1.0 | $0 | $0 | $0 |
| Charlotte Brown Dixon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman | 1.0 | $0 | $0 | $0 |
| Layne A Dixon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Board Member | 1.0 | $0 | $0 | $0 |
| Katherine B Ohlhausen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Marshall Ohlhausen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Board Member | 1.0 | $0 | $0 | $0 |
| Wallis Ohlhausen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Board Member | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northwestern Mutual | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 E WISCONSIN AVE SUITE 600 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgt | ServiceTypeTxt |
| Compensation | $53,347 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,055,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,228,378 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,228,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,426 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,104,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $405,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $405,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,860 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,860 | TotalTaxAmt |
| Distributable Before Adj | $403,388 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $403,388 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $403,388 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $412,970 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $412,970 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,860 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $411,110 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,388 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $388,358 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $412,970 | QualifyingDistributionsAmt |
| Applied To Year1 | $388,358 | AppliedToYear1Amt |
| Applied To Current Year | $24,612 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $378,776 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLANTA BOTANICAL GARDEN INC | |||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | N/A | PC | The Children's Education Initiative | $10,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1800 CIR 75 PKWY SE | ATLANTA | GA | 30339 | N/A | PC | Disadvantaged Boys from West Georgia Project | $10,000 |
| CAMP SUNSHINE INC | |||||||
| 1850 CLAIRMONT RD | DECATUR | GA | 30033 | N/A | PC | Camp Sunshine's 2015 Summer Camp Progam | $10,000 |
| CARROLLTON PRESBYTERIAN CHURCH | |||||||
| 14 MAPLE ST | CARROLLTON | GA | 30117 | N/A | PC | General & Unrestricted | $1,000 |
| CARROLLTON PRESBYTERIAN CHURCH | |||||||
| 14 MAPLE ST | CARROLLTON | GA | 30117 | N/A | PC | Church Building and Program Improvements Project | $12,500 |
| CHILDRENS CENTER | |||||||
| 350 S 400 E | SALT LAKE CTY | UT | 84111 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS HEALTHCARE OF ATLANTA INC | |||||||
| PARK N 1577 NE EXPY STE A | ATLANTA | GA | 30329 | N/A | PC | Art Supplies Project | $1,000 |
| CHILDRENS HEALTHCARE OF ATLANTA INC | |||||||
| PARK N 1577 NE EXPY STE A | ATLANTA | GA | 30329 | N/A | PC | Shoot for All Better benefiting the Aflac Cancer and Blood Disorders Center Project | $5,000 |
| COLUMBIA THEOLOGICAL SEMINARY | |||||||
| 701 S COLUMBIA DR | DECATUR | GA | 30030 | N/A | PC | Columbia's Annual Fund | $12,500 |
| COMMUNITY FOUNDATION OF WEST GEORGIA INC | |||||||
| 807 S PARK ST | CARROLLTON | GA | 30117 | N/A | PC | Circles of West Georgia Fund | $1,000 |
| CREATE YOUR DREAMS INC | |||||||
| 887 W MARIETTA ST STUDIO T-108 | ATLANTA | GA | 30318 | N/A | PC | CYD's Five Core Programs and Two Funds | $10,000 |
| EMORY UNIVERSITY | |||||||
| 1440 CLIFTON RD NE STE 112 | ATLANTA | GA | 30322 | N/A | PC | Winship Cancer Institute | $5,000 |
| EMORY UNIVERSITY | |||||||
| 1440 CLIFTON RD NE STE 112 | ATLANTA | GA | 30322 | N/A | PC | Friends of Winship Fund | $5,000 |
| GIRLS ON THE RUN SALT LAKE | |||||||
| 1401 MILITARY WAY | SALT LAKE CTY | UT | 84103 | N/A | PC | Girls on the Run Utah 2015 Project | $15,000 |
| KENYA KEYS | |||||||
| 5314 TUALATA CT | LAKE OSWEGO | OR | 97035 | N/A | PC | Improvement of 10 Critically needed Rural Libraries Project | $10,000 |
| KIPP METRO ATLANTA COLLABORATIVE INC | |||||||
| 350 TEMPLE ST NW | ATLANTA | GA | 30314 | N/A | PC | KIPP Through College Project | $15,000 |
| NEIGHBORCARE HEALTH | |||||||
| 1537 WESTERN AVE | SEATTLE | WA | 98101 | N/A | PC | Meridian Center for Health Project | $15,000 |
| PACE ACADEMY INC | |||||||
| 966 W PACES FERRY RD NW | ATLANTA | GA | 30327 | N/A | PC | Keeping Pace / Academic Resource Center Project | $15,000 |
| PLAYWORKS EDUCATION ENERGIZED | |||||||
| 380 WASHINGTON ST | OAKLAND | CA | 94607 | N/A | PC | General & Unrestricted | $11,000 |
| PLAYWORKS EDUCATION ENERGIZED | |||||||
| 380 WASHINGTON ST | OAKLAND | CA | 94607 | N/A | PC | Playworks Launch in Georgia! Project | $14,000 |
| POSSE FOUNDATION | |||||||
| 101 MARIETTA ST NW STE 1040 | ATLANTA | GA | 30303 | N/A | PC | Posse Atlanta's College Access and Youth Leadership Development Program | $16,000 |
| POWERMYLEARNING INC | |||||||
| 1660 CHATTAHOOCHEE AVE STE E | ATLANTA | GA | 30318 | N/A | PC | CFY Digital Learning Program Expansion Project | $10,000 |
| TEACH FOR AMERICA | |||||||
| 10 PEACHTREE PL NE STE 700 | ATLANTA | GA | 30309 | N/A | PC | Metro Atlanta teacher corps Project | $10,000 |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | |||||||
| 191 PEACHTREE ST NE STE 1000 | ATLANTA | GA | 30303 | N/A | PC | The Atlanta Charity Clays Project | $6,000 |
| THE COMMUNITY FOUNDATION FOR THE CENTRAL SAVANNAH | |||||||
| 1450 GREENE ST | AUGUSTA | GA | 30901 | N/A | PC | PRESS ON/Cure Childhood Cancer Initiative | $1,000 |
| THORNWELL HOME FOR CHILDREN | |||||||
| 302 S BROAD ST | CLINTON | SC | 29325 | N/A | PC | Expand the Building Families Program in Atlanta | $30,000 |
| UNIVERSITY OF WEST GEORGIA FOUNDATION INC | |||||||
| 1601 MAPLE ST | CARROLLTON | GA | 30118 | N/A | PC | Speech Therapy Project | $10,000 |
| VISITING NURSE HEALTH SYSTEM INC | |||||||
| 5775 GLENRIDGE DR NE STE E 20 | ATLANTA | GA | 30328 | N/A | PC | General & Unrestricted | $15,000 |
| WELLSTAR FOUNDATION INC | |||||||
| 805 SANDY PALINS RD STE 100 | MARIETTA | GA | 30066 | N/A | PC | WellStar Foundation Clay Shoot Project | $5,000 |
| WOODWARD ACADEMY INC | |||||||
| 1662 RUGBY AVE | COLLEGE PARK | GA | 30337 | N/A | PC | General & Unrestricted | $20,000 |
| WOODWARD ACADEMY INC | |||||||
| 1662 RUGBY AVE | COLLEGE PARK | GA | 30337 | N/A | PC | KIPP Student Scholarship Support Fund | $40,000 |
| WOODWARD ACADEMY INC | |||||||
| 1662 RUGBY AVE | COLLEGE PARK | GA | 30337 | N/A | PC | Mary Alice and Bennett Brown Endowment Fund | $10,000 |
| YOUNG LIFE | |||||||
| PO BOX 7753 | MARIETTA | GA | 30065 | N/A | PC | Carroll County Young Life Project | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $362,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,106 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $239,391 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $239,391 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMCAP FUND, INC., CLASS F-2 SH | $507,226 | $636,967 |
| AMERICAN FUNDAMENTAL INVESTORS | $496,056 | $659,431 |
| AMERICAN HIGH INCOME TR, CLASS | $611,524 | $571,866 |
| FRANK RUSSELL INV CO EQ II FUN | $168,744 | $229,133 |
| FRANK RUSSELL INV CO FIXED INC | $610,083 | $585,556 |
| FRANK RUSSELL INV CO INTERNATI | $385,820 | $367,464 |
| FRANK RUSSELL INVESTMENT COMPA | $457,041 | $421,203 |
| NEW PERSPECTIVE FUND, CLASS F | $440,896 | $488,988 |
| RUSSELL COMMODITY STRATEGIES F | $380,509 | $345,489 |
| RUSSELL GLOBAL CREDIT STRATEGI | $306,027 | $294,352 |
| RUSSELL GLOBAL INFRASTRUCTURE | $157,903 | $143,974 |
| RUSSELL GLOBAL REAL ESTATE SEC | $330,549 | $323,461 |
| RUSSELL INV CO., GLOBAL EQUITY | $167,492 | $147,127 |
| RUSSELL US LARGE CAP EQUITY S | $317,665 | $324,666 |
| RUSSELL US MID CAP EQUITY | $467,504 | $470,640 |
| THE BOND FD OF AMERICA, CLASS | $1,165,282 | $1,172,578 |
| THE GROWTH FUND OF AMERICA, IN | $378,442 | $496,823 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $45,730 | $45,730 | |
| Bank Charges | $45 | $45 | |
| State or Local Filing Fees | $30 | $30 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $53,347 | Amt |
| Net Investment Income | $53,347 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $1,800 |
| 990-PF Excise Tax for 2014 | $983 |
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