THE KNOX FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE KNOX FOUNDATION (EIN 58-6163728)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201521359349100822
- 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 Land Schedule2
- Investments Other Schedule2
- 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 | 2015-05-15T06:49:36-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baird & Company CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4210 Columbia Rd Bldg 10 | AddressLine1Txt |
| City | Augusta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30907 | 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 | 586163728 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNOX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOX | BusinessNameControlTxt |
| Phone | 7065951907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3133 WASHINGTON ROAD NW | AddressLine1Txt |
| City | THOMSON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERSON B A KNOX | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John P Gillion Jr | PreparerPersonNm |
| PTIN | P01212011 | PTIN |
| Phone | 7068559500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $74,700,656 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $751,221 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,844,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,844,770 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,844,770 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $396,654 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $396,654 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $396,654 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $271,211 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,036,584 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,426,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,036,584 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $542,678 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $16,465 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,045,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,278,008 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,784,102 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $246,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $123,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $123,300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,625 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $30,813 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,812 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $233,459 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $233,459 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $201,971 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,795 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,339 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $110,408 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $110,408 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $161,565 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $143,558 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,007 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,024,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $660,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $185,658 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,611,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,611,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,635,029 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $660,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,796,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,410,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,617,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,784,102 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $442,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,615,967 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,615,967 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $34,436 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $60,500,081 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,933,171 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,711,028 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOYFMV | $3,857,113 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,379,960 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,555,869 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $4,814,887 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,824,091 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6,379,961 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOYFMV | $987,532 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $201,336 | OtherAssetsBOYAmt |
| Other Assets EOY | $149,055 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $149,055 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $65,958,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,556,720 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,700,656 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $200 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $200 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $200 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $65,958,436 | UnrestrictedBOYAmt |
| Unrestricted EOY | $73,556,520 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,958,436 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,556,520 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,958,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,556,720 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,958,436 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,410,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,241,459 | OtherIncreasesAmt |
| Subtotal | $73,610,560 | SubtotalAmt |
| Other Decreases | $54,040 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,556,520 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 800 ALBEMARLE CORPORATION | P | 2013-04-10 | 2014-01-03 | $50,260 | $48,765 | $1,495 | $1,495 |
| 800 NORTHERN TR CORPORATION | P | 2014-05-19 | 2014-11-25 | $54,190 | $48,162 | $6,028 | $6,028 |
| 2400 TARGET CORPORATION | P | 2013-11-01 | 2014-05-09 | $141,048 | $146,838 | -$5,790 | -$5,790 |
| 5000 ALBEMARLE CORPORATION | P | 2011-10-28 | 2014-01-03 | $314,123 | $276,078 | $38,045 | $38,045 |
| 500 BAXTER INTERNATIONAL INC. | P | 2013-04-10 | 2014-05-19 | $37,248 | $35,608 | $1,640 | $1,640 |
| 250 HELMERICH & PAYNE INC. | P | 2012-09-26 | 2014-04-15 | $27,078 | $11,775 | $15,303 | $15,303 |
| 350 HELMERICH & PAYNE INC. | P | 2012-09-26 | 2014-05-19 | $36,936 | $16,485 | $20,451 | $20,451 |
| 9000 LINEAR TECHNOLOGY CORPORATION | P | 2007-02-13 | 2014-12-09 | $410,710 | $278,097 | $132,613 | $132,613 |
| 6210 NORTHERN TR CORPORATION | P | 2013-04-03 | 2014-11-25 | $420,653 | $338,272 | $82,381 | $82,381 |
| 5800 QUALCOMM | P | 2013-05-13 | 2014-11-03 | $453,805 | $378,043 | $75,762 | $75,762 |
| 5100 TARGET CORPORATION | P | 2010-10-15 | 2014-05-09 | $299,728 | $272,942 | $26,786 | $26,786 |
| 1200 TEXAS INSTRUMENTS | P | 2012-07-11 | 2014-05-19 | $54,547 | $33,206 | $21,341 | $21,341 |
| 6500 WALGREEN COMPANY | P | 2012-12-20 | 2014-08-19 | $402,451 | $243,736 | $158,715 | $158,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,036,584 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $542,678 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,091,558 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $59,217,067 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05221 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,891,130 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $62,209,683 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04647 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,727,299 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $59,134,668 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04612 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,164,796 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $53,977,125 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04011 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,955,178 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $47,045,570 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06282 | DistributionYr5Rt |
| Total Distribution | 0.24772 | TotalDistributionRt |
| Average Distribution | 0.04954 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $63,947,157 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,168,198 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $56,175 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,224,373 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,796,659 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $112,350 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $112,350 | SubtotalAmt |
| Tax Based On Investment Income | $112,350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $132,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $132,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $779 | EsPenaltyAmt |
| Overpayment | $19,271 | OverpaymentAmt |
| Applied To ES Tax | $19,271 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON KNOX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7065951907 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3133 Washington Rd N W | AddressLine1Txt |
| City | THOMSON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERSON B A KNOX | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 26 | AddressLine1Txt |
| City | THOMSON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $120,000 | CompensationAmt |
| Employee Benefit Program | $30,000 | EmployeeBenefitProgramAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| JUDY WHIDDON | |||||||
| PO BOX 26 | THOMSON | GA | 30824 | ADMINISTRATIVE | 40.00 | $105,000 | $26,000 |
| ELIZABETH K HOPKINS | |||||||
| 2248 CUMMING ROAD | AUGUSTA | GA | 30904 | ADMINISTRATIVE | 10.00 | $21,600 | $5,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $63,716,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,029,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $175,196 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,920,972 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $64,920,972 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $973,815 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,947,157 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,197,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,197,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $112,350 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $112,350 | TotalTaxAmt |
| Distributable Before Adj | $3,085,008 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,085,008 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,085,008 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,796,659 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,796,659 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,796,659 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,085,008 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,592,149 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,796,659 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,592,149 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $204,510 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,880,498 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KNOX FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3133 WASHINGTON RD | AddressLine1Txt |
| City | THOMSON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7065951907 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIC DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUGUSTA BALLET INC | |||||||
| 1301 GREEN ST | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERL SUPPORT | $45,000 |
| AUGUSTA CHILDREN CHORALE | |||||||
| PO BOX 115383 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERL SUPPORT | $15,000 |
| AUGUSTA CHORAL SOCIETY | |||||||
| PO BOX 1402 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $28,000 |
| AUGUSTA PLAYERS INC | |||||||
| PO BOX 2352 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $35,000 |
| AUGUSTA SYMPHONY | |||||||
| PO BOX 579 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $365,000 |
| CSRA HUMANE SOCIETY | |||||||
| PO BOX 14667 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERL SUPPORT | $25,000 |
| GACAROLINA COUNCILBSA | |||||||
| PO BOX 2247 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $15,000 |
| GERTRUDE HERBERT ART INS | |||||||
| 506 TELFAIR STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $45,000 |
| GOLDEN HARVEST FOOD BANK | |||||||
| 3310 COMMERCE DRIVE | AUGUSTA | GA | 30909 | NONE | EXEMPT | GENERL SUPPORT | $35,000 |
| GREATER AUGUSTA ARTS COUNCIL | |||||||
| 1301 GREEN STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $18,000 |
| THE HALE FOUNDATION | |||||||
| 402 WALKER STREET | AUGUSTA | GA | 30902 | NONE | EXEMPT | GENERL SUPPORT | $40,000 |
| HISTORIC AUGUSTA INC | |||||||
| PO BOX 37 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $40,500 |
| SACRED HEART CULTURAL CENTER INC | |||||||
| 1301 GREENE STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $135,000 |
| UNITED WAY OF CSRA | |||||||
| PO BOX 1724 | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERL SUPPORT | $20,000 |
| EMPTY STOCKING FUND | |||||||
| PO BOX 1928 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $5,000 |
| TUESDAY MUSIC LIVE | |||||||
| 605 REYNOLDS ST | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 539 | THOMSON | GA | 30824 | NONE | EXEMPT | GENERL SUPPORT | $8,000 |
| ACTION MINISTRIES INC | |||||||
| PO BOX 2001 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $50,000 |
| CHILD ENRICHMENT INC | |||||||
| PO BOX 12036 | AUGUSTA | GA | 30914 | NONE | EXEMPT | GENERL SUPPORT | $48,000 |
| AMERICAN RED CROSS | |||||||
| 1322 ELLIS STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $60,000 |
| FAMILY Y | |||||||
| 3617 WALTON WAY | AUGUSTA | GA | 30909 | NONE | EXEMPT | GENERL SUPPORT | $25,000 |
| SALVATION ARMY | |||||||
| PO BOX 2523 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $16,000 |
| WESLEYAN COLLEGE | |||||||
| 4760 FORSYTH ROAD | MACON | GA | 31210 | NONE | EXEMPT | GENERL SUPPORT | $20,000 |
| WIMBERLY HOUSE MINISTRIES | |||||||
| PO BOX 50 | WAYNESBORO | GA | 30830 | NONE | EXEMPT | GENERL SUPPORT | $10,000 |
| HOPE HOUSE FOR WOMEN | |||||||
| PO BOX 3597 | AUGUSTA | GA | 30914 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| BOYS GIRLS CLUB THOMSON | |||||||
| 1903 DIVISION STREET | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| FELLOWSHIP OF CHRISTIAN | |||||||
| PO BOX 204168 | AUGUSTA | GA | 30917 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| ACTIVITIES COUNCIL OF THOMSON | |||||||
| PO BOX 674 | THOMSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT | $140,000 |
| BOYS GIRLS CLUB CSRA | |||||||
| 206 MILLEDGE ROAD | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $32,500 |
| AUGUSTA PREPARATORY DAY | |||||||
| 285 FLOWING WELLS ROAD | AUGUSTA | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT | $46,200 |
| AUGUSTA MUSEUM OF HISTORY | |||||||
| 560 REYNOLDS ST | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $155,000 |
| PHINIZY CENTER FOR WATER SCIENCES | |||||||
| 1858 LOCK DAM RD | AUGUSTA | GA | 30906 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| EASTER SEALS | |||||||
| PO BOX 2441 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERAL SUPPORT | $75,000 |
| MCCALLIE SCHOOL | |||||||
| 500 DODDS AVENUE | CHATTANOOGA | TN | 37404 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| CHURCH OF THE GOOD SHEPHERD | |||||||
| 1105 FURYS LANE STE C | MARTINEZ | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT | $35,000 |
| MOLLIES MILITIA | |||||||
| 501 LAUREL LAKES DRIVE | BELVEDERE | SC | 29860 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| RACHEL LONGSTREET FOUNDATION | |||||||
| PO BOX 2247 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERAL SUPPORT | $46,000 |
| UNIVERSITY HEALTH CARE FOUNDAT | |||||||
| 2100 CENTRAL AVE SUITE D-1 | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $21,000 |
| AUGUSTA MINI THEATRE | |||||||
| 430 8TH STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| HERITAGE ACADEMY | |||||||
| 2230 BROAD STREET | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $30,000 |
| JUD C HICKEY CENTER | |||||||
| 1901 CENTRAL AVE | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| WESTMINISTER SCHOOL | |||||||
| 3067 WHEELER ROAD | AUGUSTA | GA | 30909 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| ST JOHN UMC | |||||||
| PO BOX 444 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERAL SUPPORT | $4,000 |
| STORYLAND THEATRE | |||||||
| PO BOX 14875 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERAL SUPPORT | $17,000 |
| COLLEGE OF CHARLESTON FOUNDATI | |||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| THE LYDIA PROJECT INC | |||||||
| 1321 ARSENAL AVE | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $22,500 |
| UGA TEE-OFF CLUB | |||||||
| 120 PENDLETON DR | ATHENS | GA | 30606 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| COASTAL EMPIRE POLIO SURVIVORS | |||||||
| 112 VAN NUYS BLVD | SAVANNAH | GA | 31419 | NONE | EXEMPT | GENERAL SUPPORT | $3,000 |
| NEW BETHLEHEM COMMUNITY CTR | |||||||
| 1336 CONKLIN AVE | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $12,000 |
| GIRL SCOUTS OF HISTORIC GEORGIA | |||||||
| 4150 F A A ROAD | CUMMING | GA | 30041 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| MCDUFFIE COUNTY HOSPITAL FOUNDATION | |||||||
| 521 HILL ST SW | THOMSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| ST SIMONS LAND TRUST | |||||||
| 1624 FREDERICA RD STE 6 | ST SIMONS ISLAND | GA | 31522 | NONE | EXEMPT | GENERAL SUPPORT | $1,500 |
| THOMSON-MCDUFFIE CHAMBER OF COMMERC | |||||||
| 111 RAILROAD ST | THOMSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT | $4,500 |
| AUGUSTA CHRISTIAN SCHOOLS | |||||||
| 313 BASTON RD | MARTINEZ | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT. | $10,000 |
| AUGUSTA EXCHANGE CLUB CHARITY | |||||||
| PO BOX 3884 | AUGUSTA | GA | 30914 | NONE | EXEMPT | GENERAL SUPPORT. | $6,000 |
| IMPERIAL THEATER | |||||||
| 749 BROAT ST | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT. | $18,000 |
| MADISON MORGAN CULTURAL CENTER | |||||||
| 434 S MAIN STREET | MADISON | GA | 30650 | NONE | EXEMPT | GENERAL SUPPORT. | $5,000 |
| TRINITY ON THE HILL | |||||||
| 1330 MONTE SANTO AVE | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT. | $15,000 |
| UNITED METHODIST CHILDRENS HOME | |||||||
| 325 8TH STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT. | $14,500 |
| AUGUSTA CHARITY CLASSIC FUND | |||||||
| PO Box 204168 | AUGUSTA | GA | 30917 | NONE | EXEMPT | GENERAL SUPPORT | $1,800 |
| AUGUSTA ROWING CLUB | |||||||
| 101 Riverfront Dr | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $17,000 |
| BIRDIE CLUB | |||||||
| PO BOX 14127 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERAL SUPPORT | $11,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 802 N Liberty St | WAYNESBORO | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 Poinsett Highway | GREENVILLE | SC | 29613 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| GEORGIA PUBLIC BROADCASTING | |||||||
| 260 14th Street NW | ATLANTA | GA | 30318 | NONE | EXEMPT | GENERAL SUPPORT | $6,000 |
| HARRY JACOBS CHAMBER MUSIC SOCIETY | |||||||
| Post Box No 15286 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| LUCY CRAFT LANEY THE DELTA HOUSE IN | |||||||
| 1116 Phillips Street | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $7,500 |
| MORRIS MUSEUM OF ART | |||||||
| 1 Tenth Street | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $11,500 |
| SMILE TRAIN | |||||||
| 41 Madison Ave 28th Floor | NEW YORK | NY | 10010 | NONE | EXEMPT | GENERAL SUPPORT | $4,000 |
| AUGUSTA RICHMOND COUNTY PUBLIC LIBR | |||||||
| 823 TELFAIR STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $2,000 |
| AUGUSTA STATE UNIVERSITY FOUNDATION | |||||||
| 2500 WALTON WAY | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| FIRST PRESBYTERIAN CHURCH OF AUGUST | |||||||
| 642 TELFAIR STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| GEORGIA HUMANITIES COUNCIL | |||||||
| 50 HERTZ PLAZA | ATLANTA | GA | 30303 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| GEORGIA STATE GOLF FOUNDATION | |||||||
| 121 VILLIAGE PARKWAY NORTHEAST | MARIETTA | GA | 30067 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| MACH ACADEMY INC | |||||||
| 1850 CHESTER AVE | AUGUSTA | GA | 30906 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 50 HERTZ PLAZA | ATLANTA | GA | 30303 | NONE | EXEMPT | GENERAL SUPPORT | $5,500 |
| UNITED WAY OF MCDUFFIE COUNTY | |||||||
| P O BOX 87 | THOMPSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| UGA FOUNDATION OF THE LEGACY ENDOWM | |||||||
| P O BOX 1369 | DECATUR | GA | 30031 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| ALZHEIMERS ASSOCIATION OF GA CHAPTE | |||||||
| 7022 EVANS TOWNE CENTER BLVD | EVANS | GA | 30809 | N/A | EXEMPT | GENERAL SUPPORT | $25,000 |
| EAST LAKE COMMUNITY FOUNDATION | |||||||
| 2606 ALSTON DRIVE | ATLANTA | GA | 30317 | N/A | EXEMPT | GENERAL SUPPORT | $5,000 |
| FIRESIDE INDUSTRIES | |||||||
| P O BOX 2525 | AUGUSTA | GA | 30903 | N/A | EXEMPT | GENERAL SUPPORT | $15,000 |
| MERCER UNIVERSITY | |||||||
| 1400 COLEMAN AVENUE | MACON | GA | 31207 | N/A | EXEMPT | GENERAL SUPPORT | $10,000 |
| SE FIREFIGHTERS BURN FOUNDATION | |||||||
| 3614 DEWEY GRAY CIRCLE BLDG C | AUGUSTA | GA | 30909 | N/A | EXEMPT | GENERAL SUPPORT | $5,000 |
| THOMSON MCDUFFIE LIBRARY | |||||||
| WASHINGTON ROAD | THOMSON | GA | 30324 | N/A | EXEMPT | GENERAL SUPPORT | $5,600 |
| UGA ATHLETICS WILLIAM C HARTMAN JR | |||||||
| UGA CAMPUS | ATHENS | GA | 30602 | N/A | EXEMPT | GENERAL SUPPORT | $16,138 |
| UGA FOUNDATION- TERRY COLLEGE OF BU | |||||||
| UGA CAMPUS | ATHENS | GA | 30602 | N/A | EXEMPT | GENERAL SUPPORT | $4,500 |
| WOODLAWN METHODIST CHURCH | |||||||
| 2220 WALTON WAY | AUGUSTA | GA | 30904 | N/A | EXEMPT | GENERAL SUPPORT | $10,000 |
| AQUARIUS FOUNDATION INC | |||||||
| P O BOX 1215 | ISLAMABORA | FL | 33036 | NONE | EXEMPT | EDUCATIONAL | $10,000 |
| CENTER FOR NEW BEGINNINGS | |||||||
| P O BOX 1066 | WAYNESBORO | GA | 30830 | NONE | EXEMPT | COMMUNITY OUTREACH | $20,000 |
| COMMUNITY FOUNDATION FOR THE CSRA | |||||||
| P O BOX 31358 | AUGUSTA | GA | 30903 | NONE | EXEMPT | COMMUNITY OUTREACH | $25,500 |
| FAMILY PROMISE OF AUGUSTA | |||||||
| 2177 CENTRAL AVENUE | AUGUSTA | GA | 30904 | NONE | EXEMPT | COMMUNITY OUTREACH | $30,000 |
| GEORGIA 4-h FOUNDATION | |||||||
| 306 HOKE SMITH ANNEX | ATHENS | GA | 30602 | NONE | EXEMPT | EDUCATIONAL | $2,000 |
| NATURE CONVERVANCY IN GEORGIA | |||||||
| P O BOX 2404 | AUGUSTA | GA | 30903 | NONE | EXEMPT | EDUCATIONAL | $1,000 |
| THS BOOSTERS CLUB | |||||||
| 160 WHITE OAK ROAD | THOMSON | GA | 30824 | N/A | EXEMPT | EDUCATIONAL | $7,263 |
| UGA FOUNDATION | |||||||
| 394 SOUTH MILLEDGE AVENUE | ATHENS | GA | 30602 | N/A | EXEMPT | EDUCATIONAL | $9,000 |
| WALTON FOUNDATION FOR INDEPENDENCE | |||||||
| 1355 INDEPENDENCE DRIVE | AUGUSTA | GA | 30901 | NONE | EXEMPT | COMMUNITY OUTREACH | $20,000 |
| AUGUSTA WARRIOR PROJECT | |||||||
| 4115 COLUMBIA ROAD SUITE 5-333 | MARTINEZ | GA | 30907 | NONE | EOF | COMMUNITY OUTREACH | $15,000 |
| EDGEFIELD COUNTY HISTORICAL SOCIETY | |||||||
| 108 COURTHOUSE SQUARE | EDGEFIELD | SC | 29824 | NONE | EOF | COMMUNITY OUTREACH | $20,000 |
| GILEAD GROUP | |||||||
| P O BOX 565 | THOMSON | GA | 30824 | NONE | EOF | COMMUNITY OUTREACH | $2,000 |
| HOLY TRINITY GREEK ORTHODOX CHURCH | |||||||
| 953 TELFAIR STREET | AUGUSTA | GA | 30901 | NONE | EOF | RELIGIOUS | $3,000 |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 4157 MULLIKIN ROAD | EVANS | GA | 30809 | NONE | EOF | RESEARCH | $500 |
| SAFE HOMES | |||||||
| P O BOX 3187 | AUGUSTA | GA | 30914 | NONE | EOF | CAPITAL CAMPAIGN | $100,000 |
| SOCIETY OF ST VINCENT DEPAUL | |||||||
| 1326 WASHINGTON ROAD | THOMSON | GA | 30824 | NONE | EOF | COMMUNITY OUTREACH | $2,500 |
| ST STEPHENS MINISTRY OF AUGUSTA | |||||||
| P O BOX 2044 | AUGUSTA | GA | 30903 | NONE | EOF | RELIGIOUS | $5,000 |
| TURN BACK THE BLOCK | |||||||
| P O BOX 3366 | AUGUSTA | GA | 30914 | NONE | EOF | COMMUNITY OUTREACH | $15,000 |
| WESLEY WOODS FOUNDATIONS | |||||||
| 1817 CLIFTON RD NE | ATLANTA | GA | 30329 | NONE | EOF | EDUCATIONAL | $100,000 |
| WHEN HELP CAN'T WAIT | |||||||
| 3822 COMMERCIAL COURT | MARTINEZ | GA | 30907 | NONE | EOF | DONATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,611,001 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,844,770 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $271,211 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $59,932 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $3,976,652 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLEANOUS RECEIPTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,465 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $59,932 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,132,446 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,976,652 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,169,030 | 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 | $8,400 | Amt |
| Net Investment Income | $4,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $52,382 | $34,958 | $17,424 | $52,382 |
| Buildings | $4,970,820 | $1,520,911 | $3,449,909 | $4,970,821 |
| Land | $1,356,758 | $1,356,758 | $1,356,758 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | EOYFMVEOYFMVAmt |
|---|---|---|
| TCW TOTAL RETURNMBS FUND | FMV | $128,792 |
| RAYONIER ADVANCE MALTS INC.21666 SHS | FMV | $483,152 |
| BREITBURN ENERGY PTNRS 7904 SHS | FMV | $55,328 |
| CORSITE RLTY CORP 1840 SHS | FMV | $71,852 |
| AMERIGAS PARTNERS 900 SHS | FMV | $43,128 |
| PLAINS ALL AMERI PIPELINE 4000 SHS | FMV | $205,280 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $201,336 | BOYBookValueAmt |
| EOY Book Value | $149,055 | EOYBookValueAmt |
| EOYFMV | $149,055 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DEDUCTIBLE EXPENSES FROM K-1S | $95 |
| UNRELATED BUSINESS TAXES | $53,351 |
| PENALTIES | $594 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $1,095 | $548 | $547 |
| COMPUTER | $967 | $484 | $483 |
| MEMBERSHIP DUES | $108 | $54 | $54 |
| POSTAGE | $84 | $42 | $42 |
| EMPLOYEE HEALTH INSURANCE | $33,740 | $16,870 | $16,870 |
| ADVERTISING | $100 | $100 | |
| REPAIRS | $22 | $11 | $11 |
| CONTRIBUTIONS FROM PASS THRU ENTITIES | $6 | $6 | |
| Rental Expenses | $125,443 | $125,443 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLEANOUS RECEIPTS | Desc |
| Revenue And Expenses Per Books | $16,465 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES CRAWFIORD 2 | $52,304 | $52,304 | $0 | $0 |
| CONSULTING FEES | $61,905 | $61,905 | $0 | $0 |
| MANAGEMENT FEE CRAWFORD | $77,795 | $77,795 | $0 | $0 |
| MANAGEMENT FEE NOVARE | $28,855 | $28,855 | $0 | $0 |
| MANAGEMENT FEE FEE ACCT | $12,600 | $12,600 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $18,679 | $9,640 | $9,339 |
| FOREIGN TAXES PAID | $5,155 | $5,155 | |
| EXCISE TAX | $178,137 |
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