BETA

SPANX BY SARA BLAKELY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SPANX BY SARA BLAKELY FOUNDATION INC (EIN 20-5088833)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-11
IRS object ID
201533159349101028
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-11T16:33:45-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11075 PEACHTREE STREET SUITE 2600AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205088833EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The SPANX by Sara Blakely Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% EMILY LUKEInCareOfNm
Business Name ControlSPANBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13035 PEACHTREE ROAD NE SUITE 200AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSarak BlakelyPersonNm
Person TitleCEOPersonTitleTxt
Phone6175307003PhoneNum
Signature2015-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD S WAGMANPreparerPersonNm
PTINP00300566PTIN
Phone6784193104PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,440,216FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$348,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10,365InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$813InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$662,790DividendsRevAndExpnssAmt
Dividends Net Invst Incm$680,379DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,228,032NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$61,832,811GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,338,576CapGainNetIncmNetInvstIncmAmt
Other Income Net Invst Incm$18,086OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,249,187TotalRevAndExpnssAmt
Total Net Invst Incm$2,037,854TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$181,813OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$181,813OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$26,872OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$31,854OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,347OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$217,185TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$215,417TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,097TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$977,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$977,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,194,685TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$215,417TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$980,597TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,054,502ExcessRevenueOverExpensesAmt
Net Investment Income$1,822,437NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,635,753SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,005,598SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,005,598SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$13,792,426CorporateStockBOYAmt
Corporate Stock EOY$18,118,880CorporateStockEOYAmt
Corporate Stock EOYFMV$17,376,446CorporateStockEOYFMVAmt
Corporate Bonds BOY$497,667CorporateBondsBOYAmt
Corporate Bonds EOY$2,192,582CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,130,548CorporateBondsEOYFMVAmt
Other Investments BOY$2,149,634OtherInvestmentsBOYAmt
Other Investments EOY$1,832,922OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,927,624OtherInvestmentsEOYFMVAmt
Total Assets BOY$23,075,480TotalAssetsBOYAmt
Total Assets EOY$24,149,982TotalAssetsEOYAmt
Total Assets EOYFMV$23,440,216TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$19,340,374CapitalStockBOYAmt
Capital Stock EOY$23,095,480CapitalStockEOYAmt
Retained Earning BOY$3,735,106RetainedEarningBOYAmt
Retained Earning EOY$1,054,502RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$23,075,480TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,149,982TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,075,480TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,149,982TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,075,480TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,054,502ExcessRevenueOverExpensesAmt
Other Increases$20,000OtherIncreasesAmt
Subtotal$24,149,982SubtotalAmt
Tot Net Ast Or Fund Balances EOY$24,149,982TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
K-1 ORDINARY GAINP$70,688
STIFEL CAP GAINSP$486,160$54,658,774$54,186,271$472,503
WELLS FARGO CAP GAIN$408,614$6,800,923$6,392,309$408,614
CAPITAL GAIN DIVIDENDSP$373,114
FieldValueIRS element (for citing)
Capital Gain Net Income$1,338,576CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$609,592AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$19,184,959NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.031774DistributionYr1Rt
Adjusted Qlfy Distri Yr2$511,576AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,326,946NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031333DistributionYr2Rt
Adjusted Qlfy Distri Yr3$335,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,378,445NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.027104DistributionYr3Rt
Total Distribution0.090211TotalDistributionRt
Average Distribution0.03007AverageDistributionRt
Net Vl Noncharitable Assets$23,342,382NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$701,905AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$18,224NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$720,129AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$980,597QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$18,224InvestmentIncomeExciseTaxAmt
Subtotal$18,224SubtotalAmt
Tax Based On Investment Income$18,224TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,928EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$25,000AppliedToEsTaxAmt
Total Payments And Credits$28,928TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Overpayment$10,702OverpaymentAmt
Applied To ES Tax$10,702AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SPANX.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EMILY LUKEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6785001278PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13035 PEACHTREE ROAD NE SUITE 200AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SARA BLAKELY
3035 PEACHTREE ROAD NE SUITE 200ATLANTAGA30305DIRECTOR & PRESIDENT5.0$0
JOHN BLAKELY
3035 PEACHTREE ROAD NE SUITE 200ATLANTAGA30305DIRECTOR & VICE PRESIDENT5.0$0
LAURIE ANN GOLDMAN
3035 PEACHTREE ROAD NE SUITE 200ATLANTAGA30305DIRECTOR & SECRETARY3.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,602,138AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,095,712AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,697,850TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,697,850AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$355,468CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,342,382NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,167,119MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,167,119MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,224TaxBasedOnInvestmentIncomeAmt
Total Tax$18,224TotalTaxAmt
Distributable Before Adj$1,148,895DistributableBeforeAdjAmt
Recoveries Qualfied Distri$20,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,168,895DistributableBeforeDedAmt
Distributable As Adjusted$1,168,895DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$980,597ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$980,597QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$18,224PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$962,373AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,168,895DistributableAsAdjustedAmt
Undistributed Income PY$928,540UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$980,597QualifyingDistributionsAmt
Applied To Year1$928,540AppliedToYear1Amt
Applied To Current Year$52,057AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$1,116,838UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSARA BLAKELYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line12014 GIFTS- SEE ATTACHMENTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE ATTACHMENTAddressLine1Txt
Address Line2SEE ATTACHMENTAddressLine2Txt
CityVARIOUSCityNm
State AbbreviationVAStateAbbreviationCd
ZIP00000ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusVARIOUSRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERALGrantOrContributionPurposeTxt
Amt$977,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$977,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,365ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$662,790ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,228,032ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescUBTI FROM PARTNERSHIPSDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm-$18,330UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$18,330ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$18,330UnrelatedBusinessTaxblIncmAmt
Exclusion$1,919,517ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,901,187TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SPANX INC
13344 PEACHTREE ROAD SUITE 1700ATLANTAGA30326$200,000Yes (X)
Sara Blakely
23344 PEACHTREE ROAD SUITE 1700AtlantaGA30326$147,500Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPRICEWATERHOUSECOOPERS LLPCategoryTxt
Amt$3,500Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondWELLS FARGOBondNm
EOY Book Value$2,192,582EOYBookValueAmt
EOYFMV$2,130,548EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STIFEL$13,456,198$12,624,922
WELLS FARGO$4,662,682$4,751,524

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWELLS FARGOCategoryOrItemTxt
Book Value$1,832,922BookValueAmt
EOYFMV$1,927,624EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$448$448
INSURANCE$1,500$1,500
MISCELLANEOUS EXPENSE$372$372
K-1 EXPENSES$6,329
GRANT ADMIN FEES$1,347$1,347
OTHER INV EXP/FOREIGN TAX WH$23,205$23,205

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmt
Other Income$11,776
K-1$6,310

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
RECOVERY OF AMOUNTS TREATED AS$0
QUALIFYING DISTRIBUTION IN PRIOR YEAR$20,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$181,813Amt
Net Investment Income$181,813NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$5,000Amt

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