GRIZZARD FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GRIZZARD FAMILY FOUNDATION INC (EIN 31-1732808)
- Tax period
- 2014-08-01 to 2015-07-31
- Filed
- 2015-11-16
- IRS object ID
- 201503229349100210
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:38:11-06:00 | ReturnTs |
| Tax Period End | 2015-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581686745 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS LANE & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7000 PEACHTREE DUNWOODY RD-BLDG ONE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311732808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIZZARD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIZ | BusinessNameControlTxt |
| Phone | 7704147900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 HUGH HOWELL ROAD SUITE 620E | AddressLine1Txt |
| City | TUCKER | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30084 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDE H GRIZZARD SR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7704147900 | PhoneNum |
| Signature | 2015-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARI DEL AGUILA | PreparerPersonNm |
| PTIN | P00443742 | PTIN |
| Phone | 7708048044 | PhoneNum |
| Preparation | 2015-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,903,988 | 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 | $488 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $488 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $904,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $904,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,828 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $624,218 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,828 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $76,719 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $76,719 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,091,727 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,091,727 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,592 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,361 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,284 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,385,033 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,385,033 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,418,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,385,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,326,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,058,351 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,928,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,858 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,858 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $976,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,396,027 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,265,326 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $2,167,572 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $2,090,575 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $2,090,615 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $128,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $345,189 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,201,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,818,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,903,988 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $61,582 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,901 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $61,582 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,901 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $18,140,143 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,813,384 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,140,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,813,384 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,201,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,818,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,140,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,326,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,813,384 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,813,384 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | P | 2014-10-20 | 2015-05-13 | $500,002 | $437,475 | $62,527 | $62,527 |
| ALLERGAN INC | P | 2015-12-12 | $26,082 | $10,206 | $15,876 | $15,876 | |
| JACOBS ENGINEERING GROUP | P | 2015-03-11 | $12,250 | $16,759 | -$4,509 | -$4,509 | |
| WAL-MART STORES, INC | P | 2015-03-11 | $27,880 | $25,958 | $1,922 | $1,922 | |
| ALLERGAN INC | P | 2015-03-17 | $27,782 | $19,952 | $7,830 | $7,830 | |
| ACTAVIS PLC | P | 2015-03-24 | $58 | $58 | $58 | ||
| CVS HEALTHCORP | P | 2015-08-27 | 2015-03-31 | $7,269 | $4,040 | $3,229 | $3,229 |
| ALLERGAN INC | P | 2015-03-31 | $22,790 | $22,790 | $22,790 | ||
| GOOGLE INC | P | 2015-05-07 | 2015-05-07 | $105 | $105 | $105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,828 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,147,466 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,306,222 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062682 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $419,906 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,510,697 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031080 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $602,470 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,130,900 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065981 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $409,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,065,073 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045118 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $323,042 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,657,445 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037314 | DistributionYr5Rt |
| Total Distribution | 0.242175 | TotalDistributionRt |
| Average Distribution | 0.048435 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,085,675 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $875,980 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,584 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $886,564 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,385,033 | 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 | $10,584 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,584 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,760 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $77 | EsPenaltyAmt |
| Tax Due | $4,901 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CLAUDE H GRIZZARD SR | IndividualWithBooksNm |
| Phone | 7704147900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 HUGH HOWELL ROAD SUITE 620E | AddressLine1Txt |
| City | TUCKER | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CLAUDE H GRIZZARD SR | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH H GRIZZARD | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,967,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,958,148 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,435,804 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,361,091 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,361,091 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,085,675 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $904,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $904,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,584 | TotalTaxAmt |
| Distributable Before Adj | $893,700 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $893,700 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $893,700 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,385,033 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,385,033 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,584 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,374,449 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $893,700 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $163,285 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $365,655 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $528,940 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,385,033 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $893,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,491,333 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,020,273 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,020,273 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $163,285 | ExcessFromYear3Amt |
| Excess From Year1 | $365,655 | ExcessFromYear1Amt |
| Excess From Current Year | $1,491,333 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAUDE H GRIZZARD SR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTION MINISTRIES | ||||||||
| 17 EXECUTIVE PARK DR STE 540 | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| AMERICAN TINNITUS ASSOCIATION | ||||||||
| PO BOX 5 | PORTLAND | OR | 97207 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| BOYS & GIRLS CLUB OF AMERICA | ||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| CAMP GLISSON | ||||||||
| 690 CAMP GLISSON ROAD | DAHLONEGA | GA | 30533 | NONE | PUBLIC CHARITY | GENERAL | $1,000,000 | |
| CHILDRENS HEALTHCARE OF ATLANTA | ||||||||
| 1687 TULLIE CIRCLE NE | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| GEORGIA UNITED METHODIST FOUNDATION | ||||||||
| 15 TECHNOLOGY PARKWAY SOUTH SUITE | NORCROSS | GA | 30092 | NONE | PUBLIC CHARITY | GENERAL | $582,200 | 125 |
| GLOBAL HEALTH ACTION | ||||||||
| 1902 CLAIRMONT RD | DECATUR | GA | 30333 | NONE | PUBLIC CHARITY | GENERAL | $33,333 | |
| HAYGOOD UNITED METHODIST FOUNDATION | ||||||||
| 1015 E ROCK SPRINGS RD NE | ATLANTA | GA | 30306 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| MISSION OF HOPE BOLIVIA | ||||||||
| PO BOX 103 | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | GENERAL | $120,000 | |
| MURPHY HARPST | ||||||||
| 740 FLETCHER ST | CEDARTOWN | GA | 30125 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| PARENTS TELEVISION COUNCIL | ||||||||
| 707 WILSHIRE BLVD STE 2075 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| PETE NANCE BOYS & GIRLS CLUB | ||||||||
| PO BOX 474 | GREENSBORO | GA | 30642 | NONE | PUBLIC CHARITY | GENERAL | $147,500 | |
| ST MARYS FOUNDATION | ||||||||
| 1230 BAXTER ST | ATHENS | GA | 30606 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| UNITED METHODIST HIGHER EDUCATION FOUNDATION | ||||||||
| PO BOX 34005 | NASHVILLE | TN | 37203 | NONE | PUBLIC CHARITY | GENERAL | $30,000 | |
| YOUNG LIFE | ||||||||
| 507 EAST KNOX STREET | DURHAM | NC | 27701 | NONE | PUBLIC CHARITY | GENERAL | $332,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,385,033 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $488 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $904,692 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,719 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,828 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,091,727 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,091,727 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCK - HILLIARD LYONS | $1,026,729 | $1,263,656 |
| STOCK - JP MORGAN | $13,369,298 | $14,001,670 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE CONTRACT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $128,825 | BookValueAmt |
| EOYFMV | $345,189 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNT FEES | $15,284 | $15,284 | $0 |
| PENALTIES | $77 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GEORGIA UNITED METHODIST FOUNDATION | Desc |
| Revenue And Expenses Per Books | $76,719 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $76,719 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $76,719 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL TAXES PAYABLE | $61,582 | $4,824 |
| PENALTY PAYABLE | $0 | $77 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF EXCISE TAX | CategoryTxt |
| Amt | $10,592 | Amt |
| Net Investment Income | $10,592 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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