GRIZZARD FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GRIZZARD FAMILY FOUNDATION INC (EIN 31-1732808)
Tax period
2013-08-01 to 2014-07-31
Filed
2014-11-21
IRS object ID
201403259349100605
Schema version
2013v3.0
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)
Return2014-11-21T16:38:00-06:00ReturnTs
Tax Period End2014-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581686745PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSS LANE & COMPANY LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17000 PEACHTREE DUNWOODY RD BLDG 1AddressLine1
CityATLANTACity
StateGAState
ZIP Code30328ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311732808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GRIZZARD FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGRIZBusinessNameControlTxt
Phone7704147900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14500 HUGH HOWELL ROAD SUITE 620EAddressLine1
CityTUCKERCity
StateGAState
ZIP Code30084ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLAUDE H GRIZZARD SRPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone7704147900PhoneNum
Signature2014-11-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARI DEL AGUILAPreparerPersonNm
PTINP00443742PTIN
Phone7708048044PhoneNum
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$18,509,214FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,251InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,251InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$518,945DividendsRevAndExpnssAmt
Dividends Net Invst Incm$518,945DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,161,399NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,215,699GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,161,399CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$81,831OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$81,831OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,768,426TotalRevAndExpnssAmt
Total Net Invst Incm$6,763,426TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$66,742TaxesRevAndExpnssAmt
Taxes Net Invst Incm$66,742TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15,141OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,141OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$88,383TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$88,383TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,214,216ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,214,216ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,302,599TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$88,383TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,214,216TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,465,827ExcessRevenueOverExpensesAmt
Net Investment Income$6,675,043NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,194,292SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,928,997SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,928,997SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$5,160PrepaidExpensesBOYAmt
Prepaid Expenses EOY$0PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$0PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$649,735USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$8,391,014CorporateStockBOYAmt
Corporate Stock EOY$976,331CorporateStockEOYAmt
Corporate Stock EOYFMV$1,081,818CorporateStockEOYFMVAmt
Mortgage Loans BOY$2,298,247MortgageLoansBOYAmt
Mortgage Loans EOY$2,167,572MortgageLoansEOYAmt
Mortgage Loans EOYFMV$2,167,572MortgageLoansEOYFMVAmt
Other Investments BOY$128,825OtherInvestmentsBOYAmt
Other Investments EOY$128,825OtherInvestmentsEOYAmt
Other Investments EOYFMV$330,827OtherInvestmentsEOYFMVAmt
Other Assets BOY$7,043OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$12,674,316TotalAssetsBOYAmt
Total Assets EOY$18,201,725TotalAssetsEOYAmt
Total Assets EOYFMV$18,509,214TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$61,582OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$61,582TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$12,674,316RetainedEarningBOYAmt
Retained Earning EOY$18,140,143RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,674,316TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,140,143TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,674,316TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,201,725TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,674,316TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,465,827ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$18,140,143SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$18,140,143TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
US TREASURY BILL2012-06-272013-12-31$300,000$299,832$168$168
US TREASURY BILL2012-06-272014-06-30$350,000$349,903$97$97
INVESTMENT CO OF AMERICA2013-01-142014-06-12$3,629,511$2,089,945$1,539,566$1,539,566
VANGUARD 500 INDEX FUND2013-01-142014-06-12$5,848,226$3,544,695$2,303,531$2,303,531
WASHINGTON MUTUAL INVS FD2013-01-142014-06-12$4,063,528$2,695,343$1,368,185$1,368,185
WPP PLC NEW2007-10-312013-09-07$1,010,414$61,031$949,383$949,383P
STOCKS - HILLIARD LYONS2014-06-10$14,020$13,551$469$469P
FieldValueIRS element (for citing)
Capital Gain Net Income$6,161,399CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$419,906AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$13,510,697NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.031080DistributionYr1Rt
Adjusted Qlfy Distri Yr2$602,470AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,130,900NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.065981DistributionYr2Rt
Adjusted Qlfy Distri Yr3$409,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,065,073NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045118DistributionYr3Rt
Adjusted Qlfy Distri Yr4$323,042AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,657,445NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037314DistributionYr4Rt
Adjusted Qlfy Distri Yr5$310,620AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,388,276NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042042DistributionYr5Rt
Total Distribution0.221535TotalDistributionRt
Average Distribution0.044307AverageDistributionRt
Net Vl Noncharitable Assets$18,306,222NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$811,094AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$66,750NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$877,844AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,214,216QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$66,750InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$66,750SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$66,750TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,160EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,160TotalPaymentsAndCreditsAmt
Tax Due$61,590TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCLAUDE H GRIZZARD SRIndividualWithBooksNm
Phone7704147900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14500 HUGH HOWELL ROAD SUITE 620EAddressLine1
CityTUCKERCity
StateGAState
ZIP Code30084ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLAUDE H GRIZZARD SR
1925 MUSKET COURTSTONE MOUNTAINGA30087TRUSTEE0.00$0$0$0
ELIZABETH H GRIZZARD
1925 MUSKET COURTSTONE MOUNTAINGA30087TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,964,191AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,122,407AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,498,399FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,584,997TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,584,997AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$278,775CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,306,222NetVlNoncharitableAssetsAmt
Minimum Investment Return$915,311MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$915,311MinimumInvestmentReturnAmt
Tax Based On Investment Income$66,750TaxBasedOnInvestmentIncomeAmt
Total Tax$66,750TotalTaxAmt
Distributable Before Adj$848,561DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$848,561DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$848,561DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,214,216ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,214,216QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$66,750PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,147,466AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$848,561DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$163,285ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$163,285TotalExcessDistributionCyovAmt
Qualifying Distributions$1,214,216QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$848,561AppliedToCurrentYearAmt
Remaining Distri From Corpus$365,655RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$528,940TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$528,940ExcessDistriCyovToNextYrAmt
Excess From Year2$163,285ExcessFromYear2Amt
Excess From Current Year$365,655ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCLAUDE H GRIZZARD SRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
ACTION MINISTRIES
17 EXECUTIVE PARK DR STE 540ATLANTAGA30329NONEPUBLIC CHARITYGENERAL$10,000
AMERICAN TINNITUS ASSOCIATION
PO BOX 5PORTLANDOR97207NONEPUBLIC CHARITYGENERAL$10,000
BOYS & GIRLS CLUBS OF NORTH CENTRAL GEORGIA
405 COMMUNITY COURTMONROEGA30655NONEPUBLIC CHARITYGENERAL$168,000
GEORGIA UNITED METHODIST FOUNDATION
15 TECHNOLOGY PARKWAY SOUTH SUITENORCROSSGA30092NONEPUBLIC CHARITYGENERAL$25,508125
KIWANIS FOUNDATION OF ATLANTA
100 EDGEWOOD AVENUEATLANTAGA30303NONEPUBLIC CHARITYGENERAL$10,000
MISSION OF HOPE BOLIVIA
PO BOX 103CHARLOTTESVILLEVA22902NONEPUBLIC CHARITYGENERAL$110,000
UNITED METHODIST HIGHER EDUCATION FOUNDATION
PO BOX 34005NASHVILLETN37203NONEPUBLIC CHARITYGENERAL$30,000
YOUNG LIFE
507 EAST KNOX STREETDURHAMNC27701NONEPUBLIC CHARITYGENERAL$329,000
BOYS & GIRLS CLUB OF AMERICA
1275 PEACHTREE ST NEATLANTAGA30309NONEPUBLIC CHARITYGENERAL$110,000
PETE NANCE BOYS & GIRLS CLUB
PO BOX 474GREENSBOROGA30642NONEPUBLIC CHARITYGENERAL$33,375
CAMP GLISSON
690 CAMP GLISSON ROADDAHLONEGAGA30533NONEPUBLIC CHARITYGENERAL$250,000
CHILDRENS HEALTHCARE OF ATLANTA
1687 TULLIE CIRCLE NEATLANTAGA30329NONEPUBLIC CHARITYGENERAL$10,000
BOYS & GIRLS CLUB OF METRO ATALNTA
1275 PEACHTREE ST NEATLANTAGA30309NONEPUBLIC CHARITYGENERAL$10,000
HAYGOOD UNITED METHODIST FOUNDATION
1015 E ROCK SPRINGS RD NEATLANTAGA30306NONEPUBLIC CHARITYGENERAL$50,000
GLOBAL HEALTH ACTION
1902 CLAIRMONT RDDECATURGA30333NONEPUBLIC CHARITYGENERAL$33,333
PARENTS TELEVISION COUNCIL
707 WILSHIRE BLVD STE 2075LOS ANGELESCA90017NONEPUBLIC CHARITYGENERAL$5,000
ST MARYS HEALTH CARE SYSTEM - GOOD SAMARITAN HOSPITAL
1230 BAXTER STATHENSGA30606NONEPUBLIC CHARITYGENERAL$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,214,216TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,251ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$518,945ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,831ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,161,399ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,763,426ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,763,426TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWALTON FAMILY FOUNDATIONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 118AddressLine1
CityHAMILTONCity
StateGAState
ZIP Code31811ZIPCode
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$6,500Amt
Net Investment Income$6,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS WASH MUTUAL INV CL A$0$0
VANGUARD 500 INDEX FUND$0$0
WPP GROUP, PLC$0$0
INVESTMENT CO OF AMERICA$0$0
STOCK - HILLIARD LYONS$976,331$1,081,818

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINSURANCE CONTRACTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$128,825BookValueAmt
EOYFMV$330,827EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUND RECEIVABLEDesc
BOY Book Value$7,043BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNT FEES$14,831$14,831$0
OTHER INVESTMENT EXPENSE$310$310$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGEORGIA UNITED METHODIST FOUNDATIONDesc
Revenue And Expenses Per Books$81,831RevenueAndExpensesPerBooksAmt
Net Investment Income$81,831NetInvestmentIncomeAmt
Adjusted Net Income$81,831AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXES PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$61,582EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF EXCISE TAXCategoryTxt
Amt$66,742Amt
Net Investment Income$66,742NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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