CHANTAL AND TOMMY BAGWELL FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CHANTAL AND TOMMY BAGWELL FOUNDATION INC (EIN 58-2176142)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-12
- IRS object ID
- 201442249349100334
- 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
- All Oth Prog Rltd Investments Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-12T14:27:45-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203934701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDERSON & GODBEE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2241 | AddressLine1 |
| City | VALDOSTA | City |
| State | GA | State |
| ZIP Code | 316042241 | 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 | 582176142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHANTAL AND TOMMY BAGWELL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 7708862250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4705 LELAND DRIVE | AddressLine1 |
| City | CUMMING | City |
| State | GA | State |
| ZIP Code | 30041 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HULL | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7708862250 | PhoneNum |
| Signature | 2014-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES W GODBEE JR | PreparerPersonNm |
| PTIN | P00346450 | PTIN |
| Phone | 2292456040 | 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 | $35,368,281 | 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 | $2,935 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $561,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $561,417 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,921,254 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,704,439 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,921,254 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,485,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,482,671 | 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 |
| Other Prof Fees Rev And Expnss | $141,585 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $141,585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,136 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,136 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $149,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,733 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,291,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,291,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,441,233 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,733 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,291,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,044,373 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,332,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,197,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,236,034 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,368,281 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $25,197,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,236,034 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,368,281 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $25,197,385 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,236,034 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,197,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,236,034 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,197,385 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,236,034 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,197,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,044,373 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,008 | OtherIncreasesAmt |
| Subtotal | $26,256,766 | SubtotalAmt |
| Other Decreases | $20,732 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,236,034 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED - UBS AX 65899 | P | $1,711,622 | $607,095 | $1,104,527 | $1,104,527 |
| SEE ATTACHED - UBS AX 65901 | P | $202,486 | $178,999 | $23,487 | $23,487 |
| SEE ATTACHED - UBS AX 65901 | P | $656,569 | $477,554 | $179,015 | $179,015 |
| SEE ATTACHED - UBS AX 65900 | P | $41,895 | $48,221 | -$6,326 | -$6,326 |
| SEE ATTACHED - UBS AX 65900 | P | $355,736 | $251,992 | $103,744 | $103,744 |
| SEE ATTACHED - MERRILL LYNCH 16H-57588 | P | $456,122 | $332,067 | $124,055 | $124,055 |
| SEE ATTACHED - MERRILL LYNCH 16H-57588 | P | $2,238,185 | $1,887,257 | $350,928 | $350,928 |
| CAPITAL GAINS DIVIDENDS | P | $41,824 | $41,824 | $41,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,921,254 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,189,162 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,797,368 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046096 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $849,321 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,010,711 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036910 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $649,610 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,461,123 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039463 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $804,809 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,697,433 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058756 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $556,213 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,395,837 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033924 | DistributionYr5Rt |
| Total Distribution | 0.215149 | TotalDistributionRt |
| Average Distribution | 0.043030 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,040,942 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,378,722 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,329 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,402,051 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,291,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,659 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,659 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $679 | EsPenaltyAmt |
| Tax Due | $25,138 | 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 | MIKE HULL | IndividualWithBooksNm |
| Phone | 7708862250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4705 LELAND DRIVE | AddressLine1 |
| City | CUMMING | City |
| State | GA | State |
| ZIP Code | 30041 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS N BAGWELL | ||||||||
| 4705 LELAND DR | CUMMING | GA | 30041 | PRESIDENT/CEO | 0.00 | $0 | $0 | $0 |
| CHANTAL BAGWELL | ||||||||
| 4705 LELAND DR | CUMMING | GA | 30041 | CFO/TREASURER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,968,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $560,013 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,528,875 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,528,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $487,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,040,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,602,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,602,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,659 | TotalTaxAmt |
| Distributable Before Adj | $1,555,388 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,555,388 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,555,388 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,291,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,291,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,291,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,555,388 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,137,218 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,291,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,137,218 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $154,282 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,401,106 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS N BAGWELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACF STAKEHOLDERS INC | |||||||
| PO BOX 1612 | ALBANY | GA | 31702 | NONE | 501(C)3 | SUPPORT THE CHANGE IN THE OPERATION AND MANAGEMENT OF THE ACF BASIN TO ENSURE THE ENTIRE BASIN IS A SUSTAINABLE RESOURCE FOR CURRENT AND FUTURE GENERATIONS. | $50,000 |
| ALBANY TECH FOUNDATION | |||||||
| 1704 S SLAPPEY BOULEVARD | ALBANY | GA | 31701 | NONE | 501(C)3 | ANNUAL SCHOLARSHIP | $8,000 |
| ATLAS ECONOMIC RESEARCH FOUNDATION | |||||||
| 1201 L STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)3 | SUPPORT THE WORLDWIDE FREEDOM MOVEMENT BY IDENTIFYING, TRAINING, AND SUPPORTING INDIVIDUALS WITH POTENTIAL TO BE FUTURE LEADERS | $10,000 |
| BRENAU UNIVERSITY | |||||||
| 500 WASHINGTON ST SE | GAINESVILLE | GA | 30501 | NONE | 501(C)3 | ANNUAL SCHOLARSHIP | $2,500 |
| CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION | |||||||
| 1687 TULLIE CIRCLE NE | ATLANTA | GA | 30329 | NONE | 501(C)3 | SUPPORT INITIATIVES SUCH AS CLINICAL EXCELLENCE, RESEARCH, TEACHING, WELLNESS, AND CHARITY CARE. | $75,000 |
| EAGLE RANCH CHILDREN'S HOME | |||||||
| 5500 UNION CHURCH ROAD | FLOWERY BRANCH | GA | 30502 | NONE | 501(C)3 | SUPPORT CHRISTIAN BASED CHILDREN'S HOME | $50,000 |
| ELACHEE NATURE SCIENCE CENTER | |||||||
| 2125 ELACHEE DRIVE | GAINESVILLE | GA | 30504 | NONE | 501(C)3 | GIFT TO ANNUAL EDUCATION FUND | $5,000 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 50008 | STUDIO CITY | CA | 91614 | NONE | 501(C)3 | SUPPORTING PROGRAMS DESIGNED TO ENTERTAIN, EDUCATE, INSPIRE, AND STRENGTHEN VETERANS AND THEIR FAMILIES. | $5,000 |
| LANIER TECHNICAL COLLEGE FOUNDATION | |||||||
| 2990 LANDRUM EDUCATION DRIVE | OAKWOOD | GA | 30566 | NONE | 501(C)3 | ADULT LITERACY PROGRAM-PERSONNEL OPERATION COSTS | $9,000 |
| NORTHEAST GEORGIA COUNCIL BOY SCOUTS OF AMERICA | |||||||
| PO BOX 399 | JEFFERSON | GA | 30594 | NONE | 501(C)3 | SUPPORT BOY SCOUTS OF AMERICA MISSION TO SHAPE AND MINDS | $35,000 |
| PLEASANT GROVE BAPTIST CHURCH | |||||||
| 7227 AC SMITH ROAD | DAWSONVILLE | GA | 30534 | NONE | 501(C)3 | ASSIST FAMILIES IN NEED OF FOOD, SHELTER, MEDICAL CARE | $10,000 |
| THE HIGHTOWER BAPTIST ASSOCIATION | |||||||
| 214 CANTON HIGHWAY | CUMMING | GA | 30040 | NONE | 501(C)3 | FUNDS TO OPERATE AND SUPPLY FOOD PANTRY | $24,000 |
| US POULTRY AND EGG HAROLD E FORD FOUNDATION | |||||||
| 1530 COOLEDGE ROAD | TUCKER | GA | 30084 | NONE | 501(C)3 | SUPPORT TRAINING AND RECRUITMENT OF BRIGHT STUDENTS | $1,000,000 |
| WALLACE STATE COMMUNITY COLLEGE | |||||||
| 801 MAIN STREET | HANCEVILLE | AL | 35077 | NONE | 501(C)3 | ANNUAL SCHOLARSHIP | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,291,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $561,417 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,921,254 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,482,671 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,482,671 | 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 |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN PROTEINS | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4705 LELAND DRIVE | AddressLine1 |
| City | CUMMING | City |
| State | GA | State |
| ZIP Code | 30041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,935 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE IN BOOK VALUE & TAX VALUE OF SECURITIES SOLD | Description |
| Amount | $20,732 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| NONTAXABLE DISTRIBUTIONS | $6,902 |
| FOREIGN TAXES WITHHELD | $8,106 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $138,220 | $138,220 | $0 |
| INVESTMENT MANAGEMENT FEES | $460 | $460 | $0 |
| ACCOUNTING FEE | $2,905 | $2,905 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $8,106 | $8,106 | $0 |
| TAXES AND LICENSES | $30 | $30 | $0 |
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