MARY ALICE AND BENNETT BROWN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARY ALICE AND BENNETT BROWN FOUNDATION INC (EIN 58-6332776)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-28
- IRS object ID
- 201411189349100526
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-28T16:11:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586332776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mary Alice and Bennett Brown Foundation | BusinessNameLine1 |
| Business Name Line2 | Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charlotte Brown Dixon | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | 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 | $8,574,391 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,674 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $453,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,838,086 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $453,552 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $574,244 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $574,244 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $52,316 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,316 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $900 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,196 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,196 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,985 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,181 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $353,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $220,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $521,883 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $156,009 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,580 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,580 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,308,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,500,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,388,811 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,464,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,685,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,574,391 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,464,940 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,685,742 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,464,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,685,742 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,464,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,685,742 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,464,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $220,802 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,685,742 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,685,742 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $4,838,086 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,384,534 | CostOrOtherBasisAmt |
| Gain Or Loss | $453,552 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $453,552 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $453,552 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $448,267 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,599,065 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05899 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $184,494 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,657,080 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.024095 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $190,065 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,147,833 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026591 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $179,707 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,056,142 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029674 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $450,017 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,219,620 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062333 | DistributionYr5Rt |
| Total Distribution | 0.201683 | TotalDistributionRt |
| Average Distribution | 0.040337 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,070,751 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $325,550 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,219 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $330,769 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300,181 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,438 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,438 | SubtotalAmt |
| Tax Based On Investment Income | $10,438 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,124 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,124 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $9,314 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| Charlotte Armknecht | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Board Member | 1.0 | $0 | $0 | $0 |
| Leila B Armknecht | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Jessica Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Board Member | 1.0 | $0 | $0 | $0 |
| Bennett A Brown III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec / Co-Chairman | 1.0 | $0 | $0 | $0 |
| Brice D Dixon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Board Member | 1.0 | $0 | $0 | $0 |
| Charlotte Brown Dixon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman | 1.0 | $0 | $0 | $0 |
| Layne A Dixon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Board Member | 1.0 | $0 | $0 | $0 |
| Katherine B Ohlhausen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Marshall Ohlhausen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Board Member | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northwestern Mutual | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 E WISCONSIN AVE SUITE 600 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $52,316 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,030,571 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,193,656 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,193,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,070,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $403,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $403,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,438 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,438 | TotalTaxAmt |
| Distributable Before Adj | $393,100 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $393,100 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $393,100 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,181 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $300,181 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $300,181 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $393,100 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $266,848 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $300,181 | QualifyingDistributionsAmt |
| Applied To Year1 | $266,848 | AppliedToYear1Amt |
| Applied To Current Year | $33,333 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $359,767 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | |||||||
| 1800 CIR 75 PKWY SE | ATLANTA | GA | 30339 | N/A | PC | General & Unrestricted | $5,000 |
| BROOKGREEN GARDENS | |||||||
| PO BOX 3368 | PAWLEYS ISLAND | SC | 29585 | N/A | PC | NEW ROOF AND GENERAL UPKEEP OF THE MARY ALICE AND BENNETT BROWN SCULPTURE COURT | $10,000 |
| CARROLLTON PRESBYTERIAN CHURCH | |||||||
| 14 MAPLE ST | CARROLLTON | GA | 30117 | N/A | PC | General & Unrestricted | $10,000 |
| CHILDRENS CENTER | |||||||
| 350 S 400 E | SALT LAKE CTY | UT | 84111 | N/A | PC | General & Unrestricted | $1,000 |
| COLUMBIA THEOLOGICAL SEMINARY | |||||||
| 701 S COLUMBIA DR | DECATUR | GA | 30030 | N/A | PC | Scholarship Fund | $9,000 |
| COMPUTERS FOR YOUTH FOUNDATION INC - ATLANTA | |||||||
| 1660 CHATTAHOOCHEE AVE STE E | ATLANTA | GA | 30305 | N/A | PC | KIPP SCHOOLS PROJECT | $20,000 |
| CURE CHILDHOOD CANCER INC | |||||||
| 1117 PERIMETER CENTER W STE N4 | ATLANTA | GA | 30338 | N/A | PC | 'Press On' Fund | $6,500 |
| GIRLS ON THE RUN SALT LAKE | |||||||
| PO BOX 58337 | SALT LAKE CTY | UT | 84158 | N/A | PC | SALARIES, FUNDING TWO SCHOLARSHIP SITES, AND THE UNDERWRITING OF THE LUNAFEST PROJECT | $20,000 |
| KATES CLUB INC | |||||||
| 1330 W PEACHTREE ST NW STE 520 | ATLANTA | GA | 30309 | N/A | PC | Programming | $10,000 |
| PIEDMONT PARK CONSERVANCY INC | |||||||
| PO BOX 7795 | ATLANTA | GA | 30357 | N/A | PC | Family Fit Zone | $10,000 |
| PLANNED PARENTHOOD ASSOCIATION OF UTAH | |||||||
| 654 S 900 E | SALT LAKE CTY | UT | 84102 | N/A | PC | Safe at Schools Program | $10,000 |
| POSSE FOUNDATION - ATLANTA | |||||||
| 101 MARIETTA ST NW STE 1040 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $20,000 |
| RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA | |||||||
| 914 EMMET ST BOX 400127 | CHARLOTTESVILLE | VA | 22903 | N/A | PC | The Rainey Academic Program of AccessUVA FOR AN OUT OF STATE SCHOLARSHIP AT THE UNIV. OF VIRGINIA | $8,500 |
| SPECIAL OLYMPICS GEORGIA INC | |||||||
| 4000 DEKALB TECHNOLOGY PKWY BLDG 40 | ATLANTA | GA | 30340 | N/A | PC | General & Unrestricted | $5,000 |
| SPELMAN COLLEGE | |||||||
| 350 SPELMAN LN SW BOX 927 | ATLANTA | GA | 30314 | N/A | PC | Posing Beauty in African American Identity EXHIBITION | $10,000 |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | |||||||
| 50 HURT PLZ STE 449 | ATLANTA | GA | 30303 | N/A | PC | Atlanta Charity Clays, Inc. | $12,000 |
| UNIVERSITY OF WEST GEORGIA FOUNDATION INC | |||||||
| 1601 MAPLE ST | CARROLLTON | GA | 30118 | N/A | PC | IMPACT for Boys & Girls Club | $13,000 |
| VISITING NURSE HEALTH SYSTEM INC | |||||||
| 5775 GLENRIDGE DR NE | ATLANTA | GA | 30328 | N/A | PC | General & Unrestricted | $15,000 |
| WOODWARD ACADEMY INC | |||||||
| 1662 RUGBY AVE | COLLEGE PARK | GA | 30337 | N/A | PC | KIPP SFA STUDENT SCHOLARSHIP FUND | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,674 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $453,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $574,244 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $574,244 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMCAP FUND, INC., CLASS F-2 SH | $429,032 | $623,668 |
| AMERICAN FUNDAMENTAL INVESTORS | $420,941 | $622,886 |
| EUROPACIFIC GROWTH FUND, CLASS | $339,429 | $348,774 |
| FRANK RUSSELL INV CO EQ II FUN | $156,421 | $263,459 |
| FRANK RUSSELL INV CO FIXED INC | $1,252,348 | $1,248,883 |
| FRANK RUSSELL INV CO FIXED INC | $943,726 | $914,393 |
| FRANK RUSSELL INVESTMENT COMPA | $318,710 | $320,863 |
| INVESCO BALANCED RISK COMMODIT | $418,628 | $420,062 |
| NEW PERSPECTIVE FUND, CLASS F | $338,961 | $432,020 |
| OPPENHEIMER DEVELOPING MKTS FD | $501,870 | $514,592 |
| PIMCO HIGH YIELD A | $751,594 | $751,594 |
| RUSSELL GLOBAL CREDIT STRATEGI | $255,445 | $252,428 |
| RUSSELL GLOBAL INFRASTRUCTURE | $178,956 | $175,593 |
| RUSSELL INV CO., GLOBAL EQUITY | $172,997 | $177,459 |
| RUSSELL US LARGE CAP EQUITY S | $217,068 | $266,899 |
| RUSSELL US MID CAP EQUITY | $429,797 | $523,132 |
| THE GROWTH FUND OF AMERICA, IN | $374,239 | $532,106 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $43,885 | $43,885 | |
| Bank Charges | $45 | $45 | |
| State or Local Filing Fees | $100 | $100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $52,316 | Amt |
| Net Investment Income | $52,316 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2013 | CategoryTxt |
| Amt | $900 | Amt |
Comments