WILLIAM M HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM M HARRIS FAMILY FOUNDATION (EIN 58-1422604)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-15
- IRS object ID
- 201442279349100404
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T07:03:07-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HABIF AROGETI & WYNNE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE CONCOURSE PARKWAY SUITE 1000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581422604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M HARRIS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7707409782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE WAY SUITE D-9 | AddressLine1 |
| City | ROSWELL | City |
| State | GA | State |
| ZIP Code | 30076 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE GOODWIN | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Phone | 7707409782 | PhoneNum |
| Signature | 2014-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ED DECK CPA | PreparerPersonNm |
| PTIN | P00118028 | PTIN |
| Phone | 4048929651 | 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 | $8,095,754 | 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 | $279,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $279,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,717 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,618,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,717 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,676 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,676 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $320,418 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $320,418 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $13,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,750 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,750 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,950 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,475 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,475 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,175 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,554 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,670 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,885 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,850 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,850 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $68 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $68 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,035 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,825 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,028 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $708,344 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $708,344 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $786,651 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $734,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$466,233 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $268,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $136,520 | CashBOYAmt |
| Cash EOY | $95,302 | CashEOYAmt |
| Cash EOYFMV | $95,302 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,130,507 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,590,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,960,232 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,763,634 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,041,930 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,041,881 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,718,934 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,555,884 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,998,339 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,373 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,373 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $6,749,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,283,381 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,095,754 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $301 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $320 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $301 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $320 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,749,294 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,283,061 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,749,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,283,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,749,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,283,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,749,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$466,233 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,283,061 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,283,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| CAPITAL INCOME BUILDER CL A - 1,827.82 SHS | P | 2013-03-08 | $100,000 | $91,501 | $8,499 | $8,499 | |
| CAPITAL INCOME BUILDER CL A - 1,731.90 SHS | P | 2013-12-04 | $100,000 | $86,948 | $13,052 | $13,052 | |
| INCOME FUND OF AMERICAN CL A - 14,352.48 SHS | P | 2013-10-04 | $281,883 | $305,241 | -$23,358 | -$23,358 | |
| CIMAREX ENERGY - 1.000 SHS | P | 2013-11-17 | $105,749 | $72,509 | $33,240 | $33,240 | 2010-08-09 |
| CIMAREX ENERGY - 500 SHS | P | 2013-11-08 | $52,796 | $30,798 | $21,998 | $21,998 | 2012-09-26 |
| INTREPID POTASH INC - 2,500 SHS | P | 2013-05-03 | $45,820 | $66,646 | -$20,826 | -$20,826 | 2010-09-27 |
| INTREPID POTASH INC - 3,000 SHS | P | 2013-05-03 | $54,984 | $58,536 | -$3,552 | -$3,552 | 2013-03-15 |
| WELLS FARGO XII - 3,000 SHS | P | 2013-03-15 | $75,000 | $78,429 | -$3,429 | -$3,429 | 2012-08-15 |
| ALCOA - 150,000 SHS | P | 2013-03-14 | $153,625 | $152,500 | $1,125 | $1,125 | 2009-06-19 |
| AT&T - 150,000 SHS | P | 2013-03-26 | $159,985 | $150,250 | $9,735 | $9,735 | 2011-04-29 |
| DOW CHEM CO - 125,000 | P | 2013-09-16 | $125,000 | $129,286 | -$4,286 | -$4,286 | 2012-01-12 |
| GENERAL ELECTRIC - 100,000 SHS | P | 2013-01-08 | $100,000 | $100,298 | -$298 | -$298 | 2010-01-27 |
| GENERAL ELECTRIC - 160,000 SHS | P | 2013-04-15 | $160,000 | $164,537 | -$4,537 | -$4,537 | 2010-11-15 |
| WYNN LAS VEGAS - 100,000 SHS | P | 2013-11-01 | $103,938 | $110,584 | -$6,646 | -$6,646 | 2012-06-08 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,717 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $735,239 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,690,806 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.109888 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $507,997 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,789,955 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074816 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $516,016 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,335,216 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070348 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $618,493 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,624,839 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109957 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $484,847 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,092,348 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095211 | DistributionYr5Rt |
| Total Distribution | 0.460220 | TotalDistributionRt |
| Average Distribution | 0.092044 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,261,262 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $576,312 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,681 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $578,993 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $734,372 | 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 | $2,681 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,681 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,681 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,319 | OverpaymentAmt |
| Applied To ES Tax | $2,319 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | EAGLESFOUNDA@MINDSPRING.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE GOODWIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7706411927 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE ROAD SUITE D-9 | AddressLine1 |
| City | ROSWELL | City |
| State | GA | State |
| ZIP Code | 30076 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| DR DEANE MINK | ||||||||
| 409 NORTHSIDE DRIVE | VALDOSTA | GA | 31602 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DR VINCENT ERARIO | ||||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | VICE CHAIRMAN | 2.00 | $0 | $0 | $0 |
| JANE GOODWIN | ||||||||
| 600 HOUZE ROAD SUITE D-9 | ROSWELL | GA | 30076 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| DR JERRY HARDEE | ||||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DR TOM MORGAN | ||||||||
| 1350 YOUNGS FARM ROAD | CEDARTOWN | GA | 30125 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| EDWIN STAUB | ||||||||
| PO BOX 7200 | CHESTNUT MTN | GA | 30502 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JAMES MCDONALD | ||||||||
| 2501 WEST 84TH STREET | BLOOMINGTON | MN | 55431 | BOARD MEMBER | 2.00 | $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 | THE ORGANIZATION PROMOTES CHIROPRACTIC EDUCATION THROUGH ITS GRANTS AND CONTRIBUTIONS TO VARIOUS CHIROPRACTIC COLLEGES AND EDUCATIONAL ORGANIZATIONS. | Description1Txt |
| Expenses1 | $734,372 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,240,696 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,356,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,356,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,261,262 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,063 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,063 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,681 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,681 | TotalTaxAmt |
| Distributable Before Adj | $310,382 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $310,382 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $310,382 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $734,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $734,372 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,681 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $731,691 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,382 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $234,380 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $340,887 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $154,329 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $173,348 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $405,565 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,308,509 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $734,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $423,990 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,732,499 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $234,380 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,498,119 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $340,887 | ExcessFromYear4Amt |
| Excess From Year3 | $154,329 | ExcessFromYear3Amt |
| Excess From Year2 | $173,348 | ExcessFromYear2Amt |
| Excess From Year1 | $405,565 | ExcessFromYear1Amt |
| Excess From Current Year | $423,990 | ExcessFromCurrentYearAmt |
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 | JANE GOODWIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HOUZE WAY SUITE D-9 | AddressLine1 |
| City | ROSWELL | City |
| State | GA | State |
| ZIP Code | 30076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7706411927 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ANGEL EXPRESS | ||||||||
| 23 RIDGEVIEW DR | SILVER CREEK | GA | 30173 | NONE | PUBLIC CHARITY | HUMANITARIAN | $5,000 | |
| BIBLE BAPTIST COLLEGE | ||||||||
| 64 DOVE LANE | KALISPELL | MT | 59901 | NONE | PUBLIC CHARITY | HUMANITARIANHUMANITARIAN | $20,000 | |
| CLEVELAND CHIROPRACTIC COLLEGE | ||||||||
| 10850 LOWELL AVENUE | OVERLAND | KS | 66210 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| EAGLE RANCH | ||||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | NONE | PUBLIC CHARITY | HUMANITARIAN | $65,000 | |
| HELPING HANDS MINISTRIES | ||||||||
| PO BOX 337 | TALLULAH FALLS | GA | 30573 | NONE | PUBLIC CHARITY | HUMANITARIAN | $5,000 | |
| INTERNATIONAL SPINE RESEARCH COLLEGE | ||||||||
| 101 SOUTH ROOSEVELT AVE | CHANDLER | AZ | 85226 | NONE | PUBLIC CHARITY | RESEARCH/EDUCATION | $50,000 | |
| LIFE UNIVERSITY | ||||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | NONE | PUBLIC CHARITY | EDUCATION | $356,244 | |
| NORTHWESTERN HEALTH SCIENCES UNIVERSITY | ||||||||
| 2501 W 84TH ST | BLOOMINGTON | MN | 55431 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 | |
| OKLAHAVEN CHILDREN'S CHIROPRACTIC | ||||||||
| 4500 NORTH MERIDIAN | OKLAHOMA CITY | OK | 73112 | NONE | PUBLIC CHARITY | RESEARCH | $10,000 | |
| SPECIAL OLYMPICS | ||||||||
| 4000 DEKALB TECHNOLOGY PARKWAY STE | ATLANTA | GA | 30340 | NONE | PUBLIC CHARITY | HUMANITARIAN | $2,000 | 400 BLDG 400 |
| WOMENS ENRICHMENT CENTER | ||||||||
| PO BOX 866 | ANDREWS | NC | 28901 | NONE | PUBLIC CHARITY | HUMANITARIAN | $5,000 | |
| BOYS & GIRLS CLUB OPELIKA AL | ||||||||
| 1610 TOMMER ST | OPELIKA | AL | 36801 | NONE | PUBLIC CHARITY | HUMANITARIANHUMANITARIAN | $5,000 | |
| ST MICHAEL'S CATHOLIC CHURCH | ||||||||
| 722 NORTH DOOLY STREET | MONTEZUMA | GA | 31063 | NONE | PUBLIC CHARITY | HUMANITARIAN | $100 | |
| DRAKE HOUSE | ||||||||
| 10500 CLARA DR | ROSWELL | GA | 30075 | NONE | PUBLIC CHARITY | HUMANITARIAN | $5,000 | |
| OUR NEIGHBOR INC | ||||||||
| 118 MAIN ST SW | GAINESVILLE | GA | 30501 | NONE | PUBLIC CHARITY | HUMANITARIAN | $5,000 | |
| LIFE WEST CHIROPRACTIC COLLEGE | ||||||||
| 25001 INDUSTRIAL BOULEVARD | HAYWARD | CA | 94545 | NONE | EDUCATION | $50,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $708,344 | 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 | $279,025 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,676 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,717 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $320,418 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $320,418 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,350 | Amt |
| Net Investment Income | $4,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,175 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB - FIXED INCOME CORP BONDS | BondNm |
| EOY Book Value | $2,041,930 | EOYBookValueAmt |
| EOYFMV | $2,041,881 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - STOCKS | $2,268,306 | $3,575,900 |
| EDWARD JONES - STOCKS | $321,959 | $384,332 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB - MUTUAL FUNDS | AT COST | $1,389,379 | $1,831,935 |
| INVESTMENT IN PLAINS ALL AMERICAN PIPELINE FEI#76-0582150 | AT COST | $47,195 | $47,195 |
| INVESTMENT IN CANTON JAMERSON | AT COST | $20,146 | $20,146 |
| INVESTMENT IN BOARDWALK PIPELINE | AT COST | $89,989 | $89,989 |
| EDWARD JONES - MUTUAL FUNDS | AT COST | $9,175 | $9,074 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,950 | LegalFeesAmt |
| Net Investment Income | $1,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,475 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $38,210 | $38,210 | $0 |
| OFFICE EXPENSE | $2,188 | $0 | $2,188 |
| TELEPHONE AND INTERNET ACCESS | $2,118 | $0 | $2,118 |
| UTILITIES | $1,423 | $0 | $1,423 |
| INSURANCE | $1,420 | $0 | $1,420 |
| REPAIRS | $676 | $0 | $676 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PLAINS ALL AMERICAN PIPELINE EIN# 76-0582150 | $2,038 | $2,038 | $2,038 |
| CANTON JAMERSON PLAZA PARTNERS, LLC | $25,325 | $25,325 | $25,325 |
| BOARDWALK PIPELINE PARTNERS | -$6,687 | -$6,687 | -$6,687 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,087 | $544 | $544 |
| INCOME TAXES | $2,252 | $1,126 | $1,126 |
| PERSONAL PROPERTY TAXES | $215 | $0 | $215 |
Comments