THE SAVANNAH COMMUNITY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE SAVANNAH COMMUNITY FOUNDATION INC (EIN 58-6033468)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-12
- IRS object ID
- 201410439349300431
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-12T10:03:50-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203751915 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL & DUNCAN LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 8696 | AddressLine1 |
| City | SAVANNAH | City |
| State | GA | State |
| ZIP Code | 31412 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586033468 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAVANNAH COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAVA | NameControl |
| Phone | 9129217700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7393 HODGSON MEMORIAL DRIVE NO 204 | AddressLine1 |
| City | SAVANNAH | City |
| State | GA | State |
| ZIP Code | 31406 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | K RUSSELL SIMPSON | Name |
| Title | PRESIDENT | Title |
| Phone | 9129217700 | Phone |
| Date Signed | 2014-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEN A DUNCAN | Name |
| PTIN | P01447032 | PTIN |
| Phone | 9122333132 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | K RUSSELL SIMPSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7393 HODGSON MEMORIAL DRIVE NO 204 | AddressLine1 |
| City | SAVANNAH | City |
| State | GA | State |
| ZIP Code | 31406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5792368 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | THE COMMUNITY FOUNDATION BENEFITS DONORS, DONEES AND THE COMMUNITY BY PROVIDING A SAFE, SIMPLE, INEXPENSIVE AND TAX EFFICIENT VEHICLE FOR PHILANTHROPIC CAPITAL FORMATION, INVESTMENT AND DISTRIBUTION TO PUBLIC CHARITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1395973 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3702102 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 203023 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2090266 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1598996 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5792368 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2046211 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2910973 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 297781 | OtherExpensePriorYear |
| Other Expenses Current Year | 316888 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2343992 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3227861 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -744996 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2564507 | RevenuesLessExpensesCY |
| Total Assets BOY | 16415432 | TotalAssetsBOY |
| Total Assets EOY | 19056716 | TotalAssetsEOY |
| Total Liabilities BOY | 24085 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 100862 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16391347 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18955854 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE COMMUNITY FOUNDATION BENEFITS DONORS, DONEES AND THE COMMUNITY BY PROVIDING A SAFE, SIMPLE, INEXPENSIVE AND TAX EFFICIENT VEHILE FOR PHILANTHROPIC CAPITAL FORMATION, INVESTMENT AND DISTRIBUTION TO PUBLIC CHARITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2910973 | Expense |
| Grants | 2910973 | Grants |
| Description | CONTRIBUTIONS MADE TO EXEMPT RELIGIOUS, CHARITABLE, EDUCATIONAL, ETC. ORGANIZATIONS FROM DISCRETIONARY AND OTHER FUNDS HELD BY THE COMMUNITY FOUNDATION. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRIBUTIONS MADE TO EXEMPT RELIGIOUS, CHARITABLE, EDUCATIONAL, ETC. ORGANZATIONS FROM DISCRETIONARY AND OTHER FUNDS HELD BY THE COMMUNITY FOUNDATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2910973 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER O'HAYER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9129217700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7393 HODGSON MEMORIAL DRIVE 204 | AddressLine1 |
| City | SAVANNAH | City |
| State | GA | State |
| ZIP Code | 31406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JENNIFER ABSHIRE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER CAY | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| DOLLY CHISHOLM ESQ | ||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| DALE C CRITZ JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LINDA J EVANS | ||||||
| BOARD CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| JUSTIN A GODCHAUX | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN C HELMKEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES R HUNGERPILLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RUSSELL C JACOBS III CFP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHEAL F KEMP | ||||||
| ASSISTANT TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| AL KENNICKELL JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRANK S MACGILL ESQ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MELANIE L MARKS ESQ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHEAL C TRAYNOR | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| JOHN M BROWNE JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER A O'HAYER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN W SCHWARZ ESQ | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| K RUSSELL SIMPSON ESQ | ||||||
| PRESIDENT | 15.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON LAW PC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7393 HODGSON MEMORIAL DRIVE | AddressLine1 |
| City | SAVANNAH | City |
| State | GA | State |
| ZIP Code | 31406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | TURNKEY MANAGEMENT CONTRACT | DescriptionOfServices |
| Compensation | 160680 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 3702102 | AllOtherContributions |
| Noncash Contributions | 640285 | NoncashContributions |
| Total Contributions | 3702102 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 578430 | TotalRevenueColumn |
| Exclusion | $578,430 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1511836 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1511836 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1511836 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1511836 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5792368 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1511836 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $578,430 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2910973 | Total |
| Program Services | 2910973 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11800 | Total |
| Management And General | 11800 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115445 | Total |
| Management And General | 115445 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1674 | Total |
| Management And General | 1674 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| TURNKEY MGT FEE | 160680 | 160680 |
| CUSTODIAL FEES | 25005 | 25005 |
| MISCELLANEOUS | 2284 | 2284 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3227861 | Total |
| Program Services | 2910973 | ProgramServices |
| Management And General | 316888 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46007 | BOY |
| EOY | 73888 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1176575 | BOY |
| EOY | 828873 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 49147 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 49147 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15188387 | BOY |
| EOY | 18115236 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4463 | BOY |
| EOY | 38719 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16415432 | BOY |
| EOY | 19056716 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24085 | BOY |
| EOY | 28942 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 71920 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24085 | BOY |
| EOY | 100862 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16391347 | BOY |
| EOY | 18955854 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16391347 | BOY |
| EOY | 18955854 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16415432 | BOY |
| EOY | 19056716 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2564507 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2411939 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1962190 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2984271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1395973 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3702102 | CurrentTaxYear |
| Total | 12456475 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2411939 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1962190 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2984271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1395973 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3702102 | CurrentTaxYear |
| Total | 12456475 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 12456475 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 491782 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 475412 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 471407 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 454579 | CurrentTaxYearMinus1Year |
| Current Tax Year | 578430 | CurrentTaxYear |
| Total | 2471610 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14928085 | TotalSupport |
| Public Support Pertcentage170 | 0.83440 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71040 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Contributions | 3702102 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 2957346 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 9218299 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 49147 | InvestmentCostOrOtherBasis |
| Depreciation | 49147 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 5792368 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 5792368 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5792368 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3227861 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3227861 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3227861 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (55 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| SAFE SHELTER INC | ||||||
| PO BOX 6119 | SAVANNAH | GA | 31406 | 581392664 | 39450 | FINANCIAL SUPPORT |
| SAVANNNAH MUSIC FESTIVAL | ||||||
| 200 E ST JULIAN STREET 601 | SAVANNAH | GA | 31405 | 581401618 | 48666 | FINANCIAL SUPPORT |
| FRIENDS OF THE COASTAL GARDENS | ||||||
| 2 CRANEBREAK ROAD | SAVANNAH | GA | 31419 | 580619033 | 8500 | FINANCIAL SUPPORT |
| UNIVERSITY OF GEORGIA | ||||||
| 220 HOLMES HUNTER ACAD BLDG | ATHENS | GA | 30602 | 586001998 | 5618 | 11 SCHOLARSHIPS |
| GEORGIA SOUTHERN UNIVERSITY | ||||||
| 1332 SOUTHERN DRIVE | STATESBORO | GA | 30458 | 586002059 | 13118 | 13 SCHOLARSHIPS |
| SAVANNAH COLLEGE OF ART AND DESIGN | ||||||
| PO BOX 3146 | SAVANNAH | GA | 31402 | 581357177 | 7500 | 3 SCHOLARSHIPS |
| SAVANNAH STATE UNIVERSITY | ||||||
| PO BOX 20419 | SAVANNAH | GA | 31404 | 586002069 | 6350 | 9 SCHOLARSHIPS |
| SAVANNAH JEWISH FEDERATION | ||||||
| 5111 ABERCORN ST | SAVANNAH | GA | 31405 | 580566231 | 45800 | FINANCIAL SUPPORT & JEWISH FAMILY SERVICES |
| ROYCE LEARNING CENTER | ||||||
| 4 OGLETHORPE PROFESSIONAL BLVD | SAVANNAH | GA | 31406 | 237079608 | 5220 | FINANCIAL SUPPORT & HELP PURCHASE MOBILE BOOKCASES |
| CHURCH OF THE MOST BLESSED SACRAMENT | ||||||
| 1003 VICTORY DRIVE | SAVANNAH | GA | 31405 | 580655353 | 7000 | CHURCH & BISHOPS APPEAL |
| GREENBRIAR CHILDRENS CENTER | ||||||
| 3709 HOPKINS STREET | SAVANNAH | GA | 31405 | 580619033 | 27282 | FINANCIAL SUPPORT & REPLACE CARPET |
| HOSPICE SAVANNAH INC | ||||||
| 1674 CHATHAM PARKWAY | SAVANNAH | GA | 31405 | 581393820 | 49522 | FINANCIAL SUPPORT |
| CONGREAGATION MICKVE ISREAL | ||||||
| PO BOX 816 | SAVANNAH | GA | 31419 | 580603139 | 34945 | CAMP SCHOLARSHIPS, HONOR DUES AND OTHER FINANCIAL SUPPORT |
| UNITED WAY OF COASTAL EMPIRE | ||||||
| 428 BULL STREET | SAVANNAH | GA | 31402 | 580623603 | 83125 | 2011 AND 2012 CAMPAIGNS |
| WESLEY MONUMENTAL UNITED METHODIST CHURCH | ||||||
| 429 ABERCORN STREET | SAVANNAH | GA | 31401 | 280659898 | 21150 | YOUTH CAMPERSHIPS, ELI'S PLACE SCHOLARSHIP & GENERAL BUDGET |
| TELFAIR MUSEUMS | ||||||
| PO BOX 10081 | SAVANNAH | GA | 31412 | 580610074 | 76870 | EXHIBITION SPONSORSHIP, ART FAIR SPONSORSHIP, FRIENDS OF THE OWENS THOMAS HOUSE, DIRECTORS CIRCLE, TELFAIR BALL & OTHER FINANCIAL SUPPORT. |
| COASTAL EMPIRE COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 11900 ABERCORN STREEET | SAVANNAH | GA | 31419 | 580566164 | 26250 | FINANCIAL SUPPORT |
| GEORGIA HISTORICAL SOCIETY | ||||||
| 501 WHITAKER STREET | SAVANNAH | GA | 31401 | 580593403 | 61500 | ANNUAL MEMBERSHIP, HOST COMMITTEE, PLATINUM SPONSORSHIP, TRUSTEE GALA & CAPITAL CAMPAIGN |
| SAVANNAH SAILING CENTER | ||||||
| PO BOX 15696 | SAVANNAH | GA | 31416 | 582052391 | 5675 | FINANCIAL SUPPORT |
| MEMORIAL HEALTH FOUNDATION | ||||||
| PO BOX 33089 | SAVANNAH | GA | 31403 | 581618486 | 7000 | CHILDREN'S HOSPITAL CHARTER CIRCLE |
| AMERICAN DIABETES FOUNDATION | ||||||
| 5105 PAULSEN STREET C236 | SAVANNAH | GA | 31405 | 131623888 | 10000 | FINANCIAL SUPPORT |
| CHATHAM SAVANNNAH CITIZENS ADVOCACY | ||||||
| 517 E CONGRESS STREET | SAVANNAH | GA | 31401 | 581515792 | 7300 | FINANCIAL SUPPORT |
| UNION MISSION | ||||||
| 120 FAHM STREET | SAVANNAH | GA | 31401 | 580827524 | 26500 | FINANCIAL SUPPORT |
| CHRIST CHURCH ANGLICAN | ||||||
| PO BOX 10436 | SAVANNAH | GA | 31416 | 580655353 | 22183 | BUILDING FUND AND OTHER FINANCIAL SUPPORT |
| THE SALVATION ARMY | ||||||
| PO BOX 23798 | SAVANNAH | GA | 31403 | 580660607 | 13250 | FINANCIAL SUPPORT |
| HUMANE SOCIETY OF GREATER SAVANNAH | ||||||
| 7215 SALLIE MOOD DRIVE | SAVANNAH | GA | 31406 | 580619035 | 11017 | FINANCIAL SUPPORT |
| HISTORIC SAVANNAH FOUNDATION | ||||||
| PO BOX 1733 | SAVANNAH | GA | 31402 | 580838253 | 19125 | FINANCIAL SUPPORT |
| SAVANNAH COUNTRY DAY SCHOOL | ||||||
| 824 STILLWOOD AVE | SAVANNAH | GA | 31419 | 580655290 | 129900 | ANNUAL FUND, NEW FOUNDATION CAMPAIGN & OTHER FINANCIAL SUPPORT |
| BETHESDA UNION SOCIETY OF SAVANNAH | ||||||
| PO BOX 13009 | SAVANNAH | GA | 31416 | 580637013 | 12600 | GATE SCHOLARSHIP & OTHER FINANCIAL SUPPORT |
| THE LIVING VINE | ||||||
| 535 EAST 24TH STREET | SAVANNAH | GA | 31405 | 582088326 | 6250 | HOLIDAY EVENTS AND FOOD BUDGET |
| WESLEY COMMUNITIES CENTERS OF SAVANNAH | ||||||
| 1601 DRAYTON STREET | SAVANNAH | GA | 31401 | 581029611 | 10700 | NEW PHONE SYSTEM & OTHER FINANCIAL SUPPORT |
| WEST BROAD STREET YMCA | ||||||
| 1110 MARY STREET | SAVANNAH | GA | 31415 | 580616558 | 45140 | LDC PROJECTOR, LEARNING AND AFTER SCHOOL PROGRAMS & OTHER FINANCIAL SUPPORT |
| WILDNERNESS SOUTHEAST | ||||||
| 9521 WHITFIELD AVENUE | SAVANNAH | GA | 31406 | 581322001 | 17250 | FIANCIAL SUPPORT |
| ISLE OF HOPE UNITED METHODIST CHURCH | ||||||
| 412 PARKERSBURG ROAD | SAVANNAH | GA | 31406 | 581081612 | 32000 | FINANCIAL SUPPORT |
| INDEPENDENT PRESBYTERIAN CHURCH | ||||||
| PO BOX 9266 | SAVANNAH | GA | 31412 | 580648684 | 30600 | FINANCIAL SUPPORT |
| AMERICAS SECOND HARVEST OF COASTAL GEORGIA | ||||||
| 2501 E PRESIDENT STREET | SAVANNAH | GA | 31404 | 581442013 | 54718 | FINANCIAL SUPPORT |
| SAVANNAH COUNCIL ON WORLD AFFAIRS | ||||||
| PO BOX 10231 | SAVANNAH | GA | 31412 | 581549500 | 7500 | FINANCIAL SUPPORT |
| DUCKS UNLIMITED | ||||||
| 3294 ASHLEY PHOSPHATE RD STE 2A | NORTH CHARLESTON | SC | 29418 | 135643799 | 10000 | FINANCIAL SUPPORT |
| CRIMESTOPPERS OF SAVANNAH CHATHAM COUNTY | ||||||
| PO BOX 1027 | SAVANNAH | GA | 31411 | 460891653 | 111672 | FINANCIAL SUPPORT |
| ST PETERS EPISCOPAL CHURCH | ||||||
| 3 WESTRIDGE ROAD | SAVANNAH | GA | 31405 | 581893801 | 14741 | FINANCIAL SUPPORT |
| SOUTH UNIVERSITY | ||||||
| 706 MALL BLVD | SAVANNAH | GA | 31406 | 581147090 | 13500 | 15 SCHOLARSHIPS |
| ST JOESPH CANDLER FOUNDATION | ||||||
| 5353 RENOLYDS STREET | SAVANNAH | GA | 31402 | 581553254 | 36000 | FINANCIAL SUPPORT |
| EOA FOR SAVANNAHCHATHAM | ||||||
| PO BOX 1353 | SAVANNAH | GA | 31402 | 580952632 | 24782 | FINANCIAL SUPPORT |
| JUNIOR ACHIEVEMENT OF GEORGIA-SAVANNAH DISTRICT | ||||||
| 6001 CHATHAM CENTER DRIVE STE 150 | SAVANNAH | GA | 31405 | 580598050 | 10600 | FINANCIAL SUPPORT |
| ST THOMAS ESPISCOPAL CHURCH | ||||||
| 2 ST THOMAS AVE | SAVANNAH | GA | 31406 | 580687573 | 20700 | FINANCIAL SUPPORT |
| UNIVERSITY OF GEORGIA FOUNDATION | ||||||
| 394 S MILLEDGE AVENUE STE 100 | ATHENS | GA | 30602 | 586033837 | 1021600 | ANDRES VISITOR & EDUCATIONAL CENTER, TERRY COLLEGE OF BUSINES, COLLEGE OF PHARMACY & UGA PARTNERS PROGRAM |
| HOSPICE SAVANNAH FOUNDATION | ||||||
| PO BOX 13190 | SAVANNAH | GA | 31416 | 582215819 | 6300 | CAPITAL CAMPAIGN, CENTER FOR LIVING & HELP WITH PATIENT'S PETS |
| UNITED WAY OF HENDERSON COUNTY | ||||||
| 722 WEST FIFTH STREET | HENDERSONVILLE | NC | 28739 | 560890133 | 10000 | FINANCIAL SUPPORT |
| SUSAN G KOMEN RACE FOR THE CURE | ||||||
| PO BOX 1405 | SAVANNAH | GA | 31402 | 562583644 | 10000 | 2013 SAVANNAH RACE FOR A CURE |
| SAVANNAH PHILHARMONIC CORPORATION | ||||||
| PO BOX 11323 | SAVANNAH | GA | 31412 | 264016312 | 41050 | FINANCIAL SUPPORT |
| HORIZONS SAVANNAH COUNTRY DAY SCHOOL | ||||||
| 824 STILLWOOD DRIVE | SAVANNAH | GA | 31419 | 580655290 | 6516 | SATURDAY ACADEMY PRGRAM, SUMMER MUSIC PROGRAM & HORIZONS PROGRAM |
| CHURCH OF OUR SAVIOR | ||||||
| 1165 RICO ROAD EAST | CHARLOTTESVILLE | VA | 22901 | 540795598 | 20000 | 2012 CAPITAL CAMPAIGN |
| HOUSING AUTHORITY OF SAVANNAH | ||||||
| PO BOX 1179 | SAVANNAH | GA | 31402 | 586002047 | 82835 | FINANCIAL SUPPORT |
| AMERICAN RED CROSS | ||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | 530196605 | 10000 | SUPERSTORM SANDY RELIEF |
| VMI FOUNDATION | ||||||
| PO BOX 932 | LEXINGTON | VA | 24450 | 540505966 | 41544 | 1 SCHOLARSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 55 | TotalNbrOf501C3AndGovtGrants |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| SIMPSON LAW PC | |||
| SEE BELOW | 160680 | OPERATES THE ORGANIZATION UNDER A TURN-KEY WRITTEN CONTRACT AND ITS OWNER AND PRESIDENT, K. RUSSELL SIMPSON SERVES AS THE PRESIDENT OF THE ORGANIZATION. | 0 |
| JOHN C HELMKEN II | |||
| CEO - SAVANNAH BANK | 25005 | CUSTODIAL AND BANKING SERVICES | 0 |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 640285 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SOME DIRECTORS HAVE BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS IN THE LOCAL COMMUNITY. |
| FORM 990, PART VI, SECTION A, LINE 3 | INVESTMENT ADVICE IS PROVIDED BY PROFESSIONAL MONEY MANAGERS. THE ORGANIZATION HAS A MANAGEMENT CONTRACT. |
| FORM 990, PART VI, SECTION B, LINE 11 | BOARD OF DIRECTORS REVIEWS FORM 990 PRIOR TO IT BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | REVIEWED AND DISCUSSED ANNUALLY WITH DIRECTORS |
| FORM 990, PART VI, SECTION C, LINE 19 | BOARD OF DIRECTORS WILL PROVIDE COPIES OF GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS UPON REQUEST. |
| FORM 990, PART VI, LINE 12C: MONITORING AND ENFORCEMENT OF CONFLICTS | BOARD OF DIRECTORS DISCUSS THEIR CONFLICT OF INTEREST POLICIES AND DISCLOSURES AT LEAST ANNUALLY. |
| PART XII, ITEM 2C: FINANCIAL STATEMENTS AND REPORTING | THE ORGANIZATION HAS NOT CHANGED ANY OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR. |
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