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PEGGY JEAN CARUSO FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PEGGY JEAN CARUSO FOUNDATION (EIN 27-3214487)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-07-31
IRS object ID
201402129349100600
Schema version
2013v3.1
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)
Return2014-07-31T09:05:24-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204042366PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCULLEY LADSON & COOLING LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 70786AddressLine1
CityALBANYCity
StateGAState
ZIP Code317080786ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273214487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PEGGY JEAN CARUSO FOUNDATIONBusinessNameLine1
Business Name Line2AB&T TRUST & INVESTMENTSBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlPEGGBusinessNameControlTxt
Phone2294462265PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 71269AddressLine1
CityALBANYCity
StateGAState
ZIP Code317081269ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABT TRUST INVESTMENTSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2294462265PhoneNum
Signature2014-07-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM ALAN LADSONPreparerPersonNm
PTINP00155931PTIN
Phone2298881144PhoneNum
Preparation2014-07-31PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,023,574FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$45,538InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,005InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$45,538InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,955DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,955DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,955DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,800NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$102,000GrossSalesPriceAmt
Total Rev And Expnss$51,693TotalRevAndExpnssAmt
Total Net Invst Incm$16,960TotalNetInvstIncmAmt
Total Adj Net Incm$57,493TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$22,643AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,393TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$24,036TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$101,376ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$101,376ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$125,412TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$101,376TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$73,719ExcessRevenueOverExpensesAmt
Net Investment Income$16,960NetInvestmentIncomeAmt
Adjusted Net Income$57,493AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$140,092CashBOYAmt
Cash EOY$174,183CashEOYAmt
Cash EOYFMV$174,175CashEOYFMVAmt
US Government Obligations BOY$202,594USGovernmentObligationsBOYAmt
US Government Obligations EOY$202,594USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$206,038USGovtObligationsEOYFMVAmt
Corporate Stock BOY$345,153CorporateStockBOYAmt
Corporate Stock EOY$345,153CorporateStockEOYAmt
Corporate Stock EOYFMV$524,753CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,182,132CorporateBondsBOYAmt
Corporate Bonds EOY$1,074,322CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,118,608CorporateBondsEOYFMVAmt
Total Assets BOY$1,869,971TotalAssetsBOYAmt
Total Assets EOY$1,796,252TotalAssetsEOYAmt
Total Assets EOYFMV$2,023,574TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Permanently Restricted BOY$1,869,971PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$1,796,252PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,869,971TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,796,252TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,869,971TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,796,252TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,869,971TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$73,719ExcessRevenueOverExpensesAmt
Subtotal$1,796,252SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,796,252TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCLAYTON COUNTY GAPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2010-01-07AcquiredDt
Sold2013-02-01SoldDt
Gross Sales Price$102,000GrossSalesPriceAmt
Cost Or Other Basis$107,800CostOrOtherBasisAmt
Gain Or Loss-$5,800GainOrLossAmt
Gains Minus Excess Or Losses-$5,800GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,800CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$339InvestmentIncomeExciseTaxAmt
Subtotal$339SubtotalAmt
Tax Based On Investment Income$339TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,300EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,300TotalPaymentsAndCreditsAmt
Overpayment$961OverpaymentAmt
Applied To ES Tax$961AppliedToESTaxAmt

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 AddressN/AWebsiteAddressTxt
Individual With BooksABT TRUST INVESTMENTSIndividualWithBooksNm
Phone2294462265PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12815 MEREDYTH DRIVEAddressLine1
Address Line22815 MEREDYTH DRIVEAddressLine2
CityALBANYCity
StateGAState
ZIP Code31707ZIPCode
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 PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALBANY BANK & TRUSTBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 71269AddressLine1
CityALBANYCity
StateGAState
ZIP Code31708ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$492,563AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$190,860AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,349,409FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,032,832TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,032,832AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,492CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,002,340NetVlNoncharitableAssetsAmt
Minimum Investment Return$100,117MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$100,117MinimumInvestmentReturnAmt
Tax Based On Investment Income$339TaxBasedOnInvestmentIncomeAmt
Total Tax$339TotalTaxAmt
Distributable Before Adj$99,778DistributableBeforeAdjAmt
Distributable Before Ded$99,778DistributableBeforeDedAmt
Distributable As Adjusted$99,778DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$101,376ExpensesAndContributionsAmt
Qualifying Distributions$101,376QualifyingDistributionsAmt
Adjusted Qualifying Distri$101,376AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$99,778DistributableAsAdjustedAmt
Undistributed Income PY$101,376UndistributedIncomePYAmt
Qualifying Distributions$101,376QualifyingDistributionsAmt
Applied To Year1$101,376AppliedToYear1Amt
Undistributed Income CY$99,778UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY INC
8400 SILVER CROSSINGOKLAHOMA CITYOK73162TAX-EXEMPTCHARITABLE$11,264
AMERICAN HEART ASSOCIATION
PO BOX 22035ST PETERSBURGFL33742TAX-EXEMPTCHARITABLE$11,264
AMERICAN VETERANS
3725 ALEXANDRIA PIKECOLD SPRINGKY41076TAX-EXEMPTCHARITABLE$11,264
EASTER SEALS SOUTHERN GA INC
1906 PALMYRA ROADALBANYGA31701TAX-EXEMPTCHARITABLE$11,264
HUMANE SOCIETY
PO BOX 3151ALBANYGA31706TAX-EXEMPTCHARITABLE$11,264
NORTH SHORE ANIMAL LEAGUE
16 LEWYT STREETPORT WASHINGTONNY11050TAX-EXEMPTCHARITABLE$11,264
ST JOSEPH'S INDIAN SCHOOL
PO BOX 100CHAMBERLAINSD57325TAX-EXEMPTCHARITABLE$11,264
ST LABRE INDIAN SCHOOL
PO BOX 216ASHLANDMT59003TAX-EXEMPTCHARITABLE$11,264
THE HUMANE SOCIETY OF THE US
2100 L STREET NWWASHINGTONDC20037TAX-EXEMPTCHARITABLE$11,264
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$101,376TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$45,538RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,955RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$5,800RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$51,693RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$51,693TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3THE INVESTMENTS PROVIDED FUNDS FOR THE EXMPT PURPOSE OF
4THE FOUNDATION - MAKING CHARITABLE CONTRIBUTIONS TO IRC 501(C)(3) ORGANIZATIONS.

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxtAmtAmt
THOMASVILLE NATIONAL BANK$1,983
ABANDT NATIONAL$18,665
SCULLEY, LADSON, & COOLING$1,995

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALBANY BANK TRUSTBusinessNameLine1

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$1,074,322EOYBookValueAmt
EOYFMV$1,118,608EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS EQUITIESStockNm
EOY Book Value$345,153EOYBookValueAmt
EOYFMV$524,753EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$1,393Amt

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