LISA AND BOB CHEELEY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LISA AND BOB CHEELEY FOUNDATION INC (EIN 20-2024120)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-24
- IRS object ID
- 201511949349100101
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-24T01:02:01-00:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Darville and Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Ravinia Dr Suite 500 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30346 | 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 | 202024120 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA AND BOB CHEELEY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 OLD HOMESTEAD TRAIL | AddressLine1Txt |
| City | JOHNS CREEK | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA CHEELEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2015-06-24 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christina Darville | PreparerPersonNm |
| Phone | 6788557226 | PhoneNum |
| Preparation | 2015-06-24 | 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 | $1,445,408 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $1,685 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,685 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $68,561 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $68,561 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $70,246 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,246 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,440 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,665 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,665 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $324 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $292 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,732 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $206,554 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $206,554 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $210,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $208,286 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$139,897 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,389 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,644 | CashBOYAmt |
| Cash EOY | $17,762 | CashEOYAmt |
| Cash EOYFMV | $17,762 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $683,197 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $757,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $757,720 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $239 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $865,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $669,926 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $669,926 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,876 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,591,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,445,408 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,445,408 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,591,956 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,445,408 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,591,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,445,408 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,591,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,445,408 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,591,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$139,897 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,452,059 | SubtotalAmt |
| Other Decreases | $6,651 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,445,408 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $567,459 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,327,033 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.243855 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $163,709 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,081,338 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.078656 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $131,919 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,170,886 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.060767 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,204 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,204,090 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.044102 | DistributionYr4Rt |
| Total Distribution | 000.427380 | TotalDistributionRt |
| Average Distribution | 000.106845 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,491,476 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $159,357 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $684 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $208,286 | 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 | $684 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $684 | SubtotalAmt |
| Tax Based On Investment Income | $684 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $698 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT D CHEELEY | IndividualWithBooksNm |
| Phone | 7708614100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 OLD HOMESTEAD TRAIL | AddressLine1Txt |
| City | JOHNS CREEK | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT D CHEELEY | ||||||
| 435 OLD HOMESTEAD TRAIL | JOHNS CREEK | GA | 30097 | VP | 001.00 | $0 |
| LISA A CHEELEY | ||||||
| 435 OLD HOMESTEAD TRAIL | JOHNS CREEK | GA | 30097 | PRESIDENT | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $746,726 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $767,463 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,514,189 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,514,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,491,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,574 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $684 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $684 | TotalTaxAmt |
| Distributable Before Adj | $73,890 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $73,890 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $73,890 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $208,286 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $208,286 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $684 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $207,602 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,890 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $23,635 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,120 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $454,437 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $538,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $208,286 | QualifyingDistributionsAmt |
| Applied To Current Year | $73,890 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $134,396 | RemainingDistriFromCorpusAmt |
| Total Corpus | $672,588 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $672,588 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $23,635 | ExcessFromYear3Amt |
| Excess From Year2 | $60,120 | ExcessFromYear2Amt |
| Excess From Year1 | $454,437 | ExcessFromYear1Amt |
| Excess From Current Year | $134,396 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1871 EDUCATION FOUNDATION INC | |||||||
| FIVE CONCOURSE PKWY STE 200 | ATLANTA | GA | 30328 | UNRELATED | PC | GENERAL SUPPORT | -$300 |
| ADVENTURES IN MISSION | |||||||
| PO BOX 742570 | ATLANTA | GA | 30374 | UNRELATED | PC | GENERAL SUPPORT | $50 |
| ALLIANCE DEFENSE FUND | |||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | UNRELATED | PC | GENERAL SUPPORT | $600 |
| CAMPUS OUTREACH | |||||||
| 9500 MEDLOCK BRIDGE RD | DULUTH | GA | 30097 | UNRELATED | PC | GENERAL SUPPORT | $3,600 |
| CRU | |||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | UNRELATED | PC | GENERAL SUPPORT | $500 |
| GWINNETT CHILDRENS SHELTER | |||||||
| PO BOX 527 | BUFORD | GA | 30515 | UNRELATED | PC | GENERAL SUPPORT | $100 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | UNRELATED | PC | GENERAL SUPPORT | $100 |
| JOHNS CREEK VETERANS MEMORIAL WALK | |||||||
| 3125 OLD ALABAMA RD | JOHNS CREEK | GA | 30022 | UNRELATED | PC | GENERAL SUPPORT | $13,000 |
| LAKE BURTON SCHOLARSHIP FUND | |||||||
| 963 TIGER CONNECTOR RD | TIGER | GA | 30576 | UNRELATED | PC | GENERAL SUPPORT | $200 |
| LIGHTHOUSE FAMILY RETREAT | |||||||
| 45 TECHNOLOGY PKWY STE 225 | NORCROSS | GA | 30092 | UNRELATED | PC | GENERAL SUPPORT | $200 |
| PASSION CITY CHURCH | |||||||
| PO BOX 5 | ROSWELL | GA | 30077 | UNRELATED | PC | GENERAL SUPPORT | $500 |
| PERIMETER CHURCH | |||||||
| 9500 MEDLOCK BRIDGE RD | DULUTH | GA | 30097 | UNRELATED | PC | GENERAL SUPPORT | $156,800 |
| PHI GAMMA DELTA EDUCATIONAL FOUNDATION | |||||||
| PO BOX 4599 | LEXINGTON | KY | 40544 | UNRELATED | PC | GENERAL SUPPORT | $1,000 |
| HOMESTRETCH | |||||||
| 89 GROVE WAY | ROSWELL | GA | 30075 | UNRELATED | PC | GENERAL SUPPORT | $1,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | UNRELATED | PC | GENERAL SUPPORT | $500 |
| SOUTHWEST CHRISTIAN CARE | |||||||
| 7225 LESTER RD | UNION CITY | GA | 30291 | UNRELATED | PC | GENERAL SUPPORT | $1,000 |
| ST JUDE CHILDRENS RESEARH HOSPITAL | |||||||
| PO BOX 167 | MEMPHIS | TN | 38101 | UNRELATED | PC | GENERAL SUPPORT | $150 |
| SUMMERHILL COMMUNITY MINISTRY | |||||||
| PO BOX 160294 | ATLANTA | GA | 30316 | UNRELATED | PC | GENERAL SUPPORT | $2,500 |
| UGA FOUNDATION | |||||||
| UNIVERSITY OF GA | ATHENS | GA | 30602 | UNRELATED | PF | LAW SCHOOL SCHOLARSHIP FUND | $18,054 |
| UGA FOUNDATION | |||||||
| UNIVERSITY OF GA | ATHENS | GA | 30602 | UNRELATED | PF | LAW SCHOOL FUND | $5,000 |
| WARRINGTON PRESBYTERIAN CHURCH | |||||||
| 400 SOUTH NAVY BLVD | PENSACOLA | FL | 32507 | UNRELATED | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $206,554 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,685 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 24 | ExclusionCd |
| Exclusion | $68,561 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,246 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | DARVILLE ASSOCIATES | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,440 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ONE RIVER PLACE-REAL ESTATE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $669,926 | BookValueAmt |
| EOYFMV | $669,926 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS PURCHASED-DESIRE ST MINISTRIES AUCTION | Desc |
| BOY Book Value | $10,876 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF ASSETS | Desc |
| Amt | $6,651 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSE PERMITS | $30 | $3 | $27 |
| BANK CHARGES | $294 | $29 | $265 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ONE RIVER PLACE K1 INCOME | Desc |
| Revenue And Expenses Per Books | $68,561 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $68,561 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,665 | Amt |
| Net Investment Income | $1,665 | NetInvestmentIncomeAmt |
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