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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-21T16:38:00-06:00 | ReturnTs |
| Tax Period End | 2014-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581686745 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS LANE & COMPANY LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7000 PEACHTREE DUNWOODY RD BLDG 1 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311732808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIZZARD FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIZ | BusinessNameControlTxt |
| Phone | 7704147900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 HUGH HOWELL ROAD SUITE 620E | AddressLine1 |
| City | TUCKER | City |
| State | GA | State |
| ZIP Code | 30084 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDE H GRIZZARD SR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7704147900 | PhoneNum |
| Signature | 2014-11-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARI DEL AGUILA | PreparerPersonNm |
| PTIN | P00443742 | PTIN |
| Phone | 7708048044 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,509,214 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,251 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,251 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $518,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $518,945 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,161,399 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,215,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,161,399 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $81,831 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $81,831 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,768,426 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,763,426 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $66,742 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $66,742 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,141 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,141 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,383 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,214,216 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,214,216 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,302,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,383 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,214,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,465,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,675,043 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,194,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,928,997 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,928,997 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,160 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $649,735 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,391,014 | CorporateStockBOYAmt |
| Corporate Stock EOY | $976,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,081,818 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $2,298,247 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $2,167,572 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $2,167,572 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $128,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $330,827 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,043 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,674,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,201,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,509,214 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $61,582 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,582 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,674,316 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,140,143 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,674,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,140,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,674,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,201,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,674,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,465,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,140,143 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,140,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| US TREASURY BILL | 2012-06-27 | 2013-12-31 | $300,000 | $299,832 | $168 | $168 | |
| US TREASURY BILL | 2012-06-27 | 2014-06-30 | $350,000 | $349,903 | $97 | $97 | |
| INVESTMENT CO OF AMERICA | 2013-01-14 | 2014-06-12 | $3,629,511 | $2,089,945 | $1,539,566 | $1,539,566 | |
| VANGUARD 500 INDEX FUND | 2013-01-14 | 2014-06-12 | $5,848,226 | $3,544,695 | $2,303,531 | $2,303,531 | |
| WASHINGTON MUTUAL INVS FD | 2013-01-14 | 2014-06-12 | $4,063,528 | $2,695,343 | $1,368,185 | $1,368,185 | |
| WPP PLC NEW | 2007-10-31 | 2013-09-07 | $1,010,414 | $61,031 | $949,383 | $949,383 | P |
| STOCKS - HILLIARD LYONS | 2014-06-10 | $14,020 | $13,551 | $469 | $469 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,161,399 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $419,906 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,510,697 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031080 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $602,470 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,130,900 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065981 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $409,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,065,073 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045118 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $323,042 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,657,445 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037314 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $310,620 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,388,276 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042042 | DistributionYr5Rt |
| Total Distribution | 0.221535 | TotalDistributionRt |
| Average Distribution | 0.044307 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,306,222 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $811,094 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $66,750 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $877,844 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,214,216 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $66,750 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,750 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,160 | TotalPaymentsAndCreditsAmt |
| Tax Due | $61,590 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CLAUDE H GRIZZARD SR | IndividualWithBooksNm |
| Phone | 7704147900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 HUGH HOWELL ROAD SUITE 620E | AddressLine1 |
| City | TUCKER | City |
| State | GA | State |
| ZIP Code | 30084 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CLAUDE H GRIZZARD SR | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH H GRIZZARD | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,964,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,122,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,498,399 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,584,997 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,584,997 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $278,775 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,306,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $915,311 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $915,311 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,750 | TotalTaxAmt |
| Distributable Before Adj | $848,561 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $848,561 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $848,561 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,214,216 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,214,216 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $66,750 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,147,466 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $848,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $163,285 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $163,285 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,214,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $848,561 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $365,655 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $528,940 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $528,940 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $163,285 | ExcessFromYear2Amt |
| Excess From Current Year | $365,655 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAUDE H GRIZZARD SR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACTION MINISTRIES | ||||||||
| 17 EXECUTIVE PARK DR STE 540 | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| AMERICAN TINNITUS ASSOCIATION | ||||||||
| PO BOX 5 | PORTLAND | OR | 97207 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| BOYS & GIRLS CLUBS OF NORTH CENTRAL GEORGIA | ||||||||
| 405 COMMUNITY COURT | MONROE | GA | 30655 | NONE | PUBLIC CHARITY | GENERAL | $168,000 | |
| GEORGIA UNITED METHODIST FOUNDATION | ||||||||
| 15 TECHNOLOGY PARKWAY SOUTH SUITE | NORCROSS | GA | 30092 | NONE | PUBLIC CHARITY | GENERAL | $25,508 | 125 |
| KIWANIS FOUNDATION OF ATLANTA | ||||||||
| 100 EDGEWOOD AVENUE | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| MISSION OF HOPE BOLIVIA | ||||||||
| PO BOX 103 | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | GENERAL | $110,000 | |
| UNITED METHODIST HIGHER EDUCATION FOUNDATION | ||||||||
| PO BOX 34005 | NASHVILLE | TN | 37203 | NONE | PUBLIC CHARITY | GENERAL | $30,000 | |
| YOUNG LIFE | ||||||||
| 507 EAST KNOX STREET | DURHAM | NC | 27701 | NONE | PUBLIC CHARITY | GENERAL | $329,000 | |
| BOYS & GIRLS CLUB OF AMERICA | ||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | GENERAL | $110,000 | |
| PETE NANCE BOYS & GIRLS CLUB | ||||||||
| PO BOX 474 | GREENSBORO | GA | 30642 | NONE | PUBLIC CHARITY | GENERAL | $33,375 | |
| CAMP GLISSON | ||||||||
| 690 CAMP GLISSON ROAD | DAHLONEGA | GA | 30533 | NONE | PUBLIC CHARITY | GENERAL | $250,000 | |
| CHILDRENS HEALTHCARE OF ATLANTA | ||||||||
| 1687 TULLIE CIRCLE NE | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| BOYS & GIRLS CLUB OF METRO ATALNTA | ||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| HAYGOOD UNITED METHODIST FOUNDATION | ||||||||
| 1015 E ROCK SPRINGS RD NE | ATLANTA | GA | 30306 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| GLOBAL HEALTH ACTION | ||||||||
| 1902 CLAIRMONT RD | DECATUR | GA | 30333 | NONE | PUBLIC CHARITY | GENERAL | $33,333 | |
| PARENTS TELEVISION COUNCIL | ||||||||
| 707 WILSHIRE BLVD STE 2075 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| ST MARYS HEALTH CARE SYSTEM - GOOD SAMARITAN HOSPITAL | ||||||||
| 1230 BAXTER ST | ATHENS | GA | 30606 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,214,216 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,251 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $518,945 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,831 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,161,399 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,763,426 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,763,426 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WALTON FAMILY FOUNDATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 118 | AddressLine1 |
| City | HAMILTON | City |
| State | GA | State |
| ZIP Code | 31811 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE CONTRACT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $128,825 | BookValueAmt |
| EOYFMV | $330,827 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND RECEIVABLE | Desc |
| BOY Book Value | $7,043 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNT FEES | $14,831 | $14,831 | $0 |
| OTHER INVESTMENT EXPENSE | $310 | $310 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GEORGIA UNITED METHODIST FOUNDATION | Desc |
| Revenue And Expenses Per Books | $81,831 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $81,831 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $81,831 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $61,582 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF EXCISE TAX | CategoryTxt |
| Amt | $66,742 | Amt |
| Net Investment Income | $66,742 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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