WILLIAM M HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM M HARRIS FAMILY FOUNDATION (EIN 58-1422604)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-22
- IRS object ID
- 201512959349100601
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-22T11:48:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HABIF AROGETI & WYNNE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE CONCOURSE PARKWAY SUITE 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581422604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M HARRIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANE GOODWIN | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7707409782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE WAY SUITE D-9 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30076 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE GOODWIN | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Phone | 7706411927 | PhoneNum |
| Signature | 2015-09-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ed D Deck | PreparerPersonNm |
| PTIN | P00118028 | PTIN |
| Phone | 4048929651 | PhoneNum |
| 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 | $7,772,087 | 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 |
| Dividends Rev And Expnss | $275,197 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $275,197 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,865 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,130,092 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,865 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,310 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36,310 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $395,372 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $395,372 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $13,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,750 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,750 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,150 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,075 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,075 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,871 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,830 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,041 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $837 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $3,850 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,850 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,057 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,057 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,794 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,916 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,878 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,321 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,401 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $592,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $592,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $675,059 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,321 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $619,901 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$279,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $341,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,302 | CashBOYAmt |
| Cash EOY | $26,183 | CashEOYAmt |
| Cash EOYFMV | $26,183 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,590,265 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,657,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,216,444 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,041,930 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,799,742 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,812,160 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,555,884 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,517,139 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,717,300 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,557 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,210 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $3,347 | LandEOYAmt |
| Total Assets BOY | $6,283,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,003,694 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,772,087 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $320 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $320 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $320 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $320 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,283,061 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,003,374 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,283,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,003,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,283,381 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,003,694 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,283,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$279,687 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,003,374 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,003,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| AMERICAN FUND CAP - 1,735.58 SHS | P | $65,000 | $53,300 | $11,700 | $11,700 | ||
| INCOME FUND OF AMERICAN | P | $73,883 | $73,883 | $73,883 | |||
| DFA US MICRO CAP PORT - 31,030.40 SHS | P | $100,000 | $68,735 | $31,265 | $31,265 | ||
| BANK OF OKLAHOMA - 100,000 SHS | P | $99,624 | $100,079 | -$455 | -$455 | 2010-07-21 | 2014-09-03 |
| GOVERNMENT NATIONAL MORTGAGE | P | $2,610 | -$2,610 | -$2,610 | |||
| ICAHN ENTER - 100,000 SHS | P | $101,938 | $106,999 | -$5,061 | -$5,061 | 2012-10-18 | 2014-02-06 |
| NOBLE - 100,000 SHS | P | $100,000 | $115,604 | -$15,604 | -$15,604 | 2010-03-17 | 2014-03-15 |
| PETROHAWK ENERGY - 100,000 SHS | P | $100,000 | $114,601 | -$14,601 | -$14,601 | 2011-09-28 | 2014-02-03 |
| THERMO FISHER - 100,000 SHS | P | $100,000 | $105,458 | -$5,458 | -$5,458 | 2011-03-31 | 2014-11-20 |
| TRANSATLAN HLDGS - 46,000 SHS | P | $48,850 | $50,205 | -$1,355 | -$1,355 | 2012-02-29 | 2014-02-03 |
| BABCOK & WILCOX CO - 5,000 SHS | P | $155,437 | $149,312 | $6,125 | $6,125 | 2013-06-03 | 2014-08-08 |
| UNITED TECHNOLOGIES CORP - 1,300 SHS | P | $136,092 | $90,385 | $45,707 | $45,707 | 2011-08-12 | 2014-08-07 |
| LOSS ON INVESTMENT IN BOARDWALK PIPELINE PARTNERS | P | $49,268 | $88,939 | -$39,671 | -$39,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,865 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $731,691 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,261,262 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.11686 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $735,239 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,690,806 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.109888 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $507,997 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,789,955 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074816 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $516,016 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,335,216 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070348 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $618,493 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,624,839 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.109957 | DistributionYr5Rt |
| Total Distribution | 0.481869 | TotalDistributionRt |
| Average Distribution | 0.096374 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,814,913 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $753,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,411 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $756,565 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $619,901 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,821 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,821 | SubtotalAmt |
| Tax Based On Investment Income | $6,821 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $1,822 | 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 | 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 | eaglesfounda@mindspring.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE GOODWIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7706411927 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE ROAD SUITE D-9 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30076 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DR DEANE MINK | ||||||
| 409 NORTHSIDE DRIVE | VALDOSTA | GA | 31602 | PRESIDENT | 2.0 | $0 |
| DR VINCENT ERARIO | ||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | VICE CHAIRMAN | 2.0 | $0 |
| JANE GOODWIN | ||||||
| 600 HOUZE ROAD SUITE D-9 | ROSWELL | GA | 30076 | SECRETARY/TREASURER | 2.0 | $0 |
| DR JERRY HARDEE | ||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | BOARD MEMBER | 2.0 | $0 |
| DR TOM MORGAN | ||||||
| 1350 YOUNGS FARM ROAD | CEDARTOWN | GA | 30125 | BOARD MEMBER | 2.0 | $0 |
| EDWIN STAUB | ||||||
| PO BOX 7200 | CHESTNUT MTN | GA | 30502 | BOARD MEMBER | 2.0 | $0 |
| JAMES MCDONALD | ||||||
| 2501 WEST 84TH STREET | BLOOMINGTON | MN | 55431 | BOARD MEMBER | 2.0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION PROMOTES CHIROPRACTIC EDUCATION THROUGH ITS GRANTS AND CONTRIBUTIONS TO VARIOUS CHIROPRACTIC COLLEGES AND EDUCATIONAL ORGANIZATIONS. | Description1Txt |
| Expenses1 | $475,000 | Expenses1Amt |
| Description2 | THE ORGANIZATION PROMOTES CERTAIN HUMANITARIAN ACTIVITIES THROUGH GRANTS AND CONTRIBUTION TO VARIOUS SOCIAL SERVICE ORGANIXATIONS. | Description2Txt |
| Expenses2 | $117,500 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | . | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,015,359 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,857,820 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,933,922 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,933,922 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,814,913 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $390,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $390,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,821 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,821 | TotalTaxAmt |
| Distributable Before Adj | $383,925 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $383,925 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $383,925 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $619,901 | 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 | $619,901 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $619,901 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $383,925 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $340,887 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $154,329 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $173,348 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $405,565 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $310,382 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,384,511 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $619,901 | QualifyingDistributionsAmt |
| Applied To Current Year | $383,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $235,976 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,620,487 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $340,887 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,279,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $154,329 | ExcessFromYear4Amt |
| Excess From Year3 | $173,348 | ExcessFromYear3Amt |
| Excess From Year2 | $405,565 | ExcessFromYear2Amt |
| Excess From Year1 | $423,990 | ExcessFromYear1Amt |
| Excess From Current Year | $235,976 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE GOODWIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE WAY SUITE D-9 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7706411927 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGEL EXPRESS | |||||||
| 23 RIDGEVIEW DR | SILVER CREEK | GA | 30173 | NONE | PC | HUMANITARIAN | $5,000 |
| BOYS AND GIRLS CLUB OF GREATER LEE COUNTY | |||||||
| 1365 GATEWOOD DR | AUBURN | AL | 36830 | NONE | PC | HUMANITARIAN | $5,000 |
| DRAKE HOUSE | |||||||
| 10500 CLARA DR | ROSWELL | GA | 30075 | NONE | PC | HUMANITARIAN | $5,000 |
| EAGLE RANCH | |||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | NONE | PC | HUMANITARIAN | $50,000 |
| HELPING HANDS MINISTRIES | |||||||
| PO BOX 337 | TALLULAH FALLS | GA | 30573 | NONE | PC | HUMANITARIAN | $5,000 |
| OKLAHAVEN CHILDREN'S CHIROPRACTIC CENTER | |||||||
| 4500 NORTH MERIDIAN | OKLAHOMA CITY | OK | 73112 | PC | HUMANITARIAN | $10,000 | |
| OUR NEIGHBOR | |||||||
| PO BOX 107 | GAINESVILLE | GA | 30503 | PC | HUMANITARIAN | $5,000 | |
| SPECIAL OLYMPICS GA | |||||||
| 4000 DEKALB INDUSTRIAL PKWY STE 40 | ATLANTA | GA | 30340 | PC | HUMANITARIAN | $2,000 | |
| BIBLE BAPTIST CHURCH | |||||||
| 64 DOVE LANE | KALISPELL | MT | 59901 | PC | HUMANITARIAN | $20,000 | |
| UNITED WAY OF GREATER ATLANTA | |||||||
| 100 EDGEWOOD AVENUE NE | ATLANTA | GA | 30303 | PC | HUMANITARIAN | $5,000 | |
| WOMEN'S ENRICHMENT CENTER | |||||||
| PO BOX 866 | ANDREWS | NC | 28901 | PC | HUMANITARIAN | $5,000 | |
| MUSEUM OF EAST ALABAMA | |||||||
| 121 S NINTH ST | OPELIKA | AL | 36801 | PC | HUMANITARIAN | $250 | |
| MONTAUK PLAYHOUSE COMMUNITY CENTER FOUNDATION | |||||||
| 240 EDGEMERE ST | MONTAUK | NY | 11954 | PC | HUMANITARIAN | $250 | |
| CLEVELAND COLLEGE OF CHIROPRACTIC | |||||||
| 10850 LOWELL AVE | OVERLAND PARK | KS | 66210 | PC | EDUCATION | $25,000 | |
| INTERNATIONAL SPINE RESEARCH COLLEGE | |||||||
| 101 S ROOSEVELT AVENUE | CHANDLER | AZ | 85226 | PC | RESEARCH/EDUCATION | $50,000 | |
| LIFE UNIVERSITY | |||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | PC | EDUCATION | $300,000 | |
| NORTHWESTERN HEALTH SCIENCES UNIVERSITY | |||||||
| 2501 W 84TH STREET | BLOOMINGTON | MN | 55431 | PC | EDUCATION | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $592,500 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,197 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,310 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,865 | 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 | $395,372 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $395,372 | 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 | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| DESK | 1995-07-13 | $630 | $630 | SL | 7 | |
| FAX MACHINE | 1994-11-08 | $318 | $318 | M7 | ||
| TELEPHONE EQUIPMEN | 1997-01-10 | $1,425 | $1,425 | SL | 7 | |
| FURNITURE | 2014-05-01 | $4,184 | M5 | $837 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB - FIXED INCOME | BondNm |
| EOY Book Value | $1,799,742 | EOYBookValueAmt |
| EOYFMV | $1,812,160 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - STOCKS | $2,320,886 | $3,800,124 |
| EDWARD JONES - STOCKS | $336,397 | $416,320 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB - MUTUAL FUNDS | AT COST | $1,436,716 | $1,637,102 |
| INVESTMENT IN PLAINS ALL AMERI | AT COST | $40,296 | $40,296 |
| INVESTMENT IN CANTON JAMERSON | AT COST | $30,674 | $30,674 |
| INVESTMENT IN BOARDWALK PIPELI | AT COST | ||
| EDWARD JONES - MUTUAL FUNDS | AT COST | $9,453 | $9,228 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| DESK | $630 | $630 | |
| FAX MACHINE | $318 | $318 | |
| TELEPHONE EQUIPMEN | $1,425 | $1,425 | |
| FURNITURE | $4,184 | $837 | $3,347 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,150 | LegalFeesAmt |
| Net Investment Income | $2,075 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,075 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $39,916 | $39,916 | |
| OFFICE EXPENSE | $1,213 | $1,213 | |
| TELEPHONE AND INTERNET ACCESS | $2,232 | $2,232 | |
| UTILITIES | $1,173 | $1,173 | |
| INSURANCE | $1,490 | $1,490 | |
| REPAIRS | $1,770 | $1,770 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER REVENUE | $5,456 | $5,456 |
| PLAINS ALL AMERICNA PIPELINE | $751 | $751 |
| CANTON JAMERSON PLAZA PARTNERS, LLC | $31,153 | $31,153 |
| BOARDWALK PIPELINE PARTNERS | -$1,050 | -$1,050 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $978 | $489 | $489 |
| INCOME TAXES | $2,681 | $1,341 | $1,340 |
| PERSONAL PROPERTY TAXES | $212 | $212 |
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