JACK N & ADDIE D AVERITT FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JACK N & ADDIE D AVERITT FOUNDATION INC (EIN 58-2093653)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-29
- IRS object ID
- 201502109349100215
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-29T13:41:09-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272984364 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COASTAL CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MAIN ST | AddressLine1Txt |
| City | SAINT SIMONS ISLAND | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 315221681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582093653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK N & ADDIE D AVERITT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 9126812795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 568 | AddressLine1Txt |
| City | STATESBORO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 304590568 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DELMA E PRESLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9126812795 | PhoneNum |
| Signature | 2015-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M F DELOACH JR CPA | PreparerPersonNm |
| PTIN | P01297486 | PTIN |
| Phone | 9126381010 | PhoneNum |
| Preparation | 2015-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,604,165 | 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 | $66,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $218,778 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $232,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,877 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,374 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $297,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,493 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,490 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $325 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,161 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $4,069 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,302 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $65,302 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $73,186 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $223,686 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $131,577 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,412 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,572,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,715,175 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,094,393 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $748,283 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $653,985 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $694,090 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,303,929 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,307,213 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $664,270 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,755,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,827,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,604,165 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $735 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $735 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $735 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $735 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $114,666 | CapitalStockBOYAmt |
| Capital Stock EOY | $114,666 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $3,667,595 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,640,399 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$27,201 | RetainedEarningBOYAmt |
| Retained Earning EOY | $71,985 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,755,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,827,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,755,795 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,827,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,755,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,990 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,827,050 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,827,050 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,877 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $197,688 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,467,713 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057008 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $186,311 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,357,419 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055492 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $218,043 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,736,969 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058348 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $171,160 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,117,658 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041567 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $178,445 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,747,614 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047616 | DistributionYr5Rt |
| Total Distribution | 0.260031 | TotalDistributionRt |
| Average Distribution | 0.052006 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,568,858 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $185,602 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,335 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $186,937 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $223,686 | 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 | $1,335 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,335 | SubtotalAmt |
| Tax Based On Investment Income | $1,335 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,736 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,736 | TotalPaymentsAndCreditsAmt |
| Overpayment | $401 | OverpaymentAmt |
| Applied To ES Tax | $401 | 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 |
| 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 |
| Individual With Books | MOLLY SISSON SYNOVUS SECURITIES | IndividualWithBooksNm |
| Phone | 9124899226 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 568 | AddressLine1Txt |
| City | STATESBORO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 304590568 | 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 |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| M F DELOACH JR | ||||||||
| 768 OGLETHORPE AVENUE | ST SIMONS ISLAND | GA | 31522 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| KATHY BRADLEY | ||||||||
| 2075 SETTLEMENT ROAD | REGISTER | GA | 30452 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| ALBERT BURKE | ||||||||
| 1209 MERCHANT WAY SUITE 101 | STATESBORO | GA | 30458 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| AUBREY HIGHSMITH | ||||||||
| 2126 HEPHZIBAH MCBEAN ROAD | HEPHZIBAH | GA | 30815 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JANE JACKSON HIGHSMITH | ||||||||
| PO BOX 127 | HEPHZIBAH | GA | 30815 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| BRADLEY W HOLMES | ||||||||
| 334 LAKE FOREST DRIVE | ACWORTH | GA | 30102 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| MIMI AVERITT POTTER | ||||||||
| 2027 GLEN OAKS DRIVE | STATESBORO | GA | 30461 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| DELMA E PRESLEY | ||||||||
| 106 S EDGEWOOD DRIVE | STATESBORO | GA | 30458 | TRUSTEE | 0.10 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,820,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $660,986 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,623,206 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,623,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,568,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $178,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,335 | TotalTaxAmt |
| Distributable Before Adj | $177,108 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $177,108 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $177,108 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $223,686 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $223,686 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,335 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $222,351 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $177,108 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,358 | UndistributedIncomePYAmt |
| Qualifying Distributions | $223,686 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,358 | AppliedToYear1Amt |
| Applied To Current Year | $122,328 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $54,780 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MOLLY SISSON SYNOVUS SECURITIES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 568 | AddressLine1Txt |
| City | STATESBORO | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 304590568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9124899226 | RecipientPhoneNum |
| Form And Info And Materials | NO REQUIREMENTS | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BULLOCH COUNTY HISTORICAL | |||||||
| SOCIETY | PO BOX 42 | STATESBORO | GA | 30459 | OTHER PUBLIC | BULLOCH COUNTY GA HISTORICAL PRESERV | $61,000 |
| GEORGIA SOUTHERN UNIVERSITY | |||||||
| 1332 SOUTHERN DRIVE | STATESBORO | GA | 30458 | OTHER PUBLIC | GRADUATE SCHOLARSHIPS | $89,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,616 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $218,778 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Related Or Exempt Function Incm | $12,374 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $231,152 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $297,768 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,490 | Amt |
| Disbursements Charitable Prps | $3,490 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Total NetTotalNetAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| SHORT TERM | 2014-01 | PURCHASE | 2014-12 | $14,068 | -$14,068 | |
| LONG TERM | 2013-01 | PURCHASE | 2014-12 | $165,969 | $165,969 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $653,985 | EOYBookValueAmt |
| EOYFMV | $694,090 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,715,175 | EOYBookValueAmt |
| EOYFMV | $2,094,393 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RESIDENCE | $561,434 | $561,434 | $255,000 |
| CONTENTS OF RESIDENCE | $621,918 | $621,918 | $342,900 |
| JEWELRY | $16,776 | $16,776 | $16,776 |
| PERSONAL EFFECTS | $1,000 | $1,000 | $1,310 |
| LANDSCAPING PROJECT | $102,801 | $102,801 | $45,000 |
| ACCRUALS | $3,284 | $3,284 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEE | $43,955 | $43,955 |
| FOREIGN CURRENCY CONVERSION | $10 | $10 |
| HOME MAINTENANCE & UTILITIES | $11,207 | $11,207 |
| INSURANCE | $10,100 | $10,100 |
| LICENSES & REGISTRATION | $30 | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $12,374 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $325 | Amt |
| Disbursements Charitable Prps | $325 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TAXES - FOREIGN TAXES WITHHELD | $608 | $608 |
| TAXES - REAL ESTATE | $3,458 | $3,458 |
| TAXES - FEDERAL PRIOR YEAR | $356 | |
| TAXES - FEDERAL CURRENT YEAR | $1,736 | |
| FOREIGN CONVERSION | $3 | $3 |
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