JACK N & ADDIE D AVERITT FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JACK N & ADDIE D AVERITT FOUNDATION INC (EIN 58-2093653)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201421349349101127
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T09:46:25-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COASTAL CPAS LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2467 DEMERE RD | AddressLine1 |
| City | ST SIMONS ISLAND | City |
| State | GA | State |
| ZIP Code | 31522 | 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 | 582093653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK N & ADDIE D AVERITT | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 9126812795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 568 | AddressLine1 |
| City | STATESBORO | City |
| State | GA | State |
| ZIP Code | 304590568 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DELMA E PRESLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9126812795 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M FRANK DELOACH JR CPA | PreparerPersonNm |
| PTIN | P01297486 | PTIN |
| Phone | 9126381010 | PhoneNum |
| Preparation | 2014-05-14 | PreparationDt |
| 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 | $3,645,531 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $59,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,781 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,867 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $173,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,648 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,300 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,311 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $3,887 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,177 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $58,177 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,289 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,135 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,135 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $141,688 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,577 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,577 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,449,768 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,572,006 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,063,071 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $892,552 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $748,283 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $789,897 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,298,252 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,303,929 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $660,986 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,782,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,755,795 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,645,531 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $735 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $735 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $114,666 | CapitalStockBOYAmt |
| Capital Stock EOY | $114,666 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $3,719,279 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,667,595 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$51,685 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$27,201 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,782,260 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,755,060 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,782,260 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,755,795 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,782,260 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,200 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,755,060 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,755,060 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SEE ATTACHED ST | P | 2013-12-31 | 2013-12-31 | $14,740 | $14,740 | $14,740 |
| SEE ATTACHED LT | P | 2013-12-31 | 2013-12-31 | $61,799 | $61,799 | $61,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,867 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,740 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $186,311 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,357,419 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $218,043 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,736,969 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058348 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $171,160 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,117,658 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041567 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $178,445 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,747,614 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047616 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $2,685,406 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.203023 | TotalDistributionRt |
| Average Distribution | 0.050756 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,467,713 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $176,007 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,736 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,743 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,424 | 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 | $1,736 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,736 | SubtotalAmt |
| Tax Based On Investment Income | $1,736 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,380 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,380 | TotalPaymentsAndCreditsAmt |
| Tax Due | $356 | 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 | false | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MOLLY SISSON SYNOVUS SECURITIES | IndividualWithBooksNm |
| Phone | 9124899226 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 568 | AddressLine1 |
| City | STATESBORO | City |
| State | GA | State |
| ZIP Code | 304590568 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| M F DELOACH JR | ||||||||
| 768 OGLETHORPE AVENUE | ST SIMONS ISLAND | GA | 31522 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| KATHY BRADLEY | ||||||||
| 2075 SETTLEMENT ROAD | REGISTER | GA | 30452 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| ALBERT BURKE | ||||||||
| 1209 MERCHANT WAY SUITE 101 | STATESBORO | GA | 30458 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| AUBREY HIGHSMITH | ||||||||
| 2126 HEPHZIBAH MCBEAN ROAD | HEPHZIBAH | GA | 30815 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JANE JACKSON HIGHSMITH | ||||||||
| PO BOX 127 | HEPHZIBAH | GA | 30815 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| BRADLEY W HOLMES | ||||||||
| 334 LAKE FOREST DRIVE | ACWORTH | GA | 30102 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| MIMI AVERITT POTTER | ||||||||
| 2027 GLEN OAKS DRIVE | STATESBORO | GA | 30461 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| DELMA E PRESLEY | ||||||||
| 106 S EDGEWOOD DRIVE | STATESBORO | GA | 30458 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,722,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $660,986 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,520,521 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,520,521 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,808 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,467,713 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,736 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,736 | TotalTaxAmt |
| Distributable Before Adj | $171,650 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $171,650 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $171,650 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,424 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $199,424 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,736 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $197,688 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $129,132 | UndistributedIncomePYAmt |
| Qualifying Distributions | $199,424 | QualifyingDistributionsAmt |
| Applied To Year1 | $129,132 | AppliedToYear1Amt |
| Applied To Current Year | $70,292 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $101,358 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MOLLY SISSON SYNOVUS SECURITIES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 568 | AddressLine1 |
| City | STATESBORO | City |
| State | GA | State |
| ZIP Code | 304590568 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9124899226 | RecipientPhoneNum |
| Form And Info And Materials | NO REQUIREMENTS | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BULLOCH COUNTY HISTORICAL | |||||||
| SOCIETY | PO BOX 42 | STATESBORO | GA | 30459 | OTHER PUBLIC | BULLOCH COUNTY GA HISTORICAL PRESERV | $51,635 |
| GEORGIA SOUTHERN UNIVERSITY | |||||||
| 1332 SOUTHERN DRIVE | STATESBORO | GA | 30458 | OTHER PUBLIC | GRADUATE SCHOLARSHIPS | $77,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,135 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,781 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $113,867 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,781 | ExclusionAmt |
| Related Or Exempt Function Incm | $113,867 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $173,648 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,925 | Amt |
| Disbursements Charitable Prps | $3,925 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (8 entries)
| M F DELOACH JR |
| KATHY BRADLEY |
| ALBERT BURKE |
| AUBREY HIGHSMITH |
| JANE JACKSON HIGHSMITH |
| BRADLEY W HOLMES |
| MIMI AVERITT POTTER |
| DELMA E PRESLEY |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $748,283 | EOYBookValueAmt |
| EOYFMV | $789,897 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $1,572,006 | EOYBookValueAmt |
| EOYFMV | $2,063,071 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RESIDENCE | $560,185 | $561,434 | $255,000 |
| CONTENTS OF RESIDENCE | $617,490 | $621,918 | $342,900 |
| JEWELRY | $16,776 | $16,776 | $16,776 |
| PERSONAL EFFECTS | $1,000 | $1,000 | $1,310 |
| LANDSCAPING PROJECT | $102,801 | $102,801 | $45,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEE | $30,853 | $30,853 |
| FOREIGN CURRENCY CONVERSION | $11 | $11 |
| HOME MAINTENANCE & UTILITIES | $17,857 | $17,857 |
| INSURANCE | $8,565 | $8,565 |
| INSURANCE - D&O | $861 | $861 |
| LICENSES & REGISTRATION | $30 | $30 |
| ROUNDING |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED REVENUE | Desc |
| EOY Book Value | $735 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,300 | Amt |
| Disbursements Charitable Prps | $4,300 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TAXES - FOREIGN TAXES WITHHELD | $410 | $410 |
| TAXES - REAL ESTATE | $3,477 | $3,477 |
| TAXES - FEDERAL PRIOR YEAR | $74 | |
| TAXES - FEDERAL CURRENT YEAR | $1,350 |
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