GRIZZARD FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GRIZZARD FAMILY FOUNDATION INC (EIN 31-1732808)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2013-11-19
- IRS object ID
- 201303239349100605
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-19T14:01:20-06:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581686745 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS LANE & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7000 PEACHTREE DUNWOODY RD BLDG 1 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311732808 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIZZARD FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GRIZ | NameControl |
| Phone | 7704147900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 HUGH HOWELL ROAD SUITE 620E | AddressLine1 |
| City | TUCKER | City |
| State | GA | State |
| ZIP Code | 30084 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLAUDE H GRIZZARD SR | Name |
| Title | CHAIRMAN | Title |
| Phone | 7704147900 | Phone |
| Date Signed | 2013-11-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARI DEL AGUILA | Name |
| PTIN | P00443742 | PTIN |
| Phone | 7708048044 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 17490844 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4772732 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1840 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1840 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 177132 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 177132 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1269 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1100000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1269 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 77587 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 77587 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 5030560 | TotalRevenueAndExpenses |
| Total Net Investment Income | 257828 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 86 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6586 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 419906 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 419906 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 426492 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 419906 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4604068 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 257828 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 300227 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1194292 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1194292 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 5160 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 5160 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 1747918 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 649735 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 650429 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3618282 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8391014 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 13019025 | InvestmentsCorpStockEOYFMV |
| Investments Mortgage Loans BOY | 2292472 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 2298247 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 2298247 | InvestmentsMortgageLoansEOYFMV |
| Investments Other BOY | 128825 | InvestmentsOtherBOY |
| Investments Other EOY | 128825 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 316648 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 7043 | OtherAssetsEOY |
| Other Assets EOYFMV | 7043 | OtherAssetsEOYFMV |
| Total Assets BOY | 8087724 | TotalAssetsBOY |
| Total Assets EOY | 12674316 | TotalAssetsEOY |
| Total Assets EOYFMV | 17490844 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 12319 | AccountsPayableBOY |
| Total Liabilities BOY | 12319 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 8075405 | RetainedEarningsBOY |
| Retained Earnings EOY | 12674316 | RetainedEarningsEOY |
| Total Net Assets BOY | 8075405 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12674316 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8087724 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12674316 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8075405 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4604068 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 12679473 | Subtotal |
| Other Decreases | 5157 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 12674316 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| UNITED STATES TREASURY BILL | 2012-06-27 | 2012-12-27 | 550000 | 549671 | 329 | 329 | |
| UNITED STATES TREASURY BILL | 2012-06-27 | 2013-06-27 | 550000 | 549060 | 940 | 940 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1269 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 602470 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9130900 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.065981 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 409000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9065073 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045118 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 323042 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8657445 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.037314 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 310620 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7388276 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042042 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2660565 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10297413 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.258372 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.448827 | TotalDistributionRatio |
| Average Distribution Ratio | 0.089765 | AverageDistributionRatio |
| Net Noncharitable Assets | 13510697 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1212788 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2578 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1215366 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 419906 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5157 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5157 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5157 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 17360 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 17360 | TotalCreditsAndPayments |
| Overpayment | 12203 | Overpayment |
| Amount Credited To Next Year | 5160 | AmountCreditedToNextYear |
| Amount To Be Refunded | 7043 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | GA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CLAUDE H GRIZZARD SR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7704147900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 HUGH HOWELL ROAD SUITE 620E | AddressLine1 |
| City | TUCKER | City |
| State | GA | State |
| ZIP Code | 30084 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CLAUDE H GRIZZARD SR | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| ELIZABETH H GRIZZARD | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10563123 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 538426 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2614895 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 13716444 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 13716444 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 205747 | CashDeemedCharitable |
| Net Noncharitable Assets | 13510697 | NetNoncharitableAssets |
| Minimum Investment Return | 675535 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 675535 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5157 | TaxBasedOnInvestmentIncome |
| Total Tax | 5157 | TotalTax |
| Distributable Amount Before Adj | 670378 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 670378 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 670378 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 419906 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 419906 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 419906 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 670378 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2157053 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year1 | 163285 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2320338 | TotalExcessDistriCarryover |
| Qualifying Distributions | 419906 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 419906 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 250472 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 250472 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2069866 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 1906581 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 163285 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 163285 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAUDE H GRIZZARD SR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACTION MINISTRIES | ||||||||
| 17 EXECUTIVE PARK DR STE 540 | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| AMERICAN TINNITUS ASSOCIATION | ||||||||
| PO BOX 5 | PORTLAND | OR | 97207 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| BOYS & GIRLS CLUBS OF NORTH CENTRAL GEORGIA | ||||||||
| 405 COMMUNITY COURT | MONROE | GA | 30655 | NONE | PUBLIC CHARITY | GENERAL | $140,000 | |
| CANNON UNITED METHODIST CHURCH | ||||||||
| 2424 WEBB GIN HOUSE ROAD | SNELLVILLE | GA | 30078 | NONE | PUBLIC CHARITY | GENERAL | $1,500 | |
| MARIST SCHOOL | ||||||||
| 3790 ASHFORD DUNWOODY ROAD NE | ATLANTA | GA | 30319 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| DUMB FRIENDS LEAGUE | ||||||||
| 2080 S QUEBEC STREET | DENVER | CO | 80231 | NONE | PUBLIC CHARITY | GENERAL | $30,000 | |
| GEORGIA UNITED METHODIST FOUNDATION | ||||||||
| 15 TECHNOLOGY PARKWAY SOUTH SUITE | NORCROSS | GA | 30092 | NONE | PUBLIC CHARITY | GENERAL | $4,906 | 125 |
| KIWANIS FOUNDATION OF ATLANTA | ||||||||
| 100 EDGEWOOD AVENUE | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| MISSION OF HOPE BOLIVIA | ||||||||
| PO BOX 103 | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| SPECIAL OLYMPICS FLORIDA | ||||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| UNITED METHODIST HIGHER EDUCATION FOUNDATION | ||||||||
| PO BOX 34005 | NASHVILLE | TN | 37203 | NONE | PUBLIC CHARITY | GENERAL | $35,000 | |
| YOUNG LIFE | ||||||||
| 507 EAST KNOX STREET | DURHAM | NC | 27701 | NONE | PUBLIC CHARITY | GENERAL | $80,000 | |
| DURHAM RESCUE MISSION | ||||||||
| PO BOX 11858 | DURHAM | NC | 27703 | NONE | PUBLIC CHARITY | GENERAL | $3,500 | |
| ST MARY'S FOUNDATION | ||||||||
| 1230 BAXTER STREET | ATHENS | GA | 30606 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 419906 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,840 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $177,132 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $77,587 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,269 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $257,828 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 257828 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | CLAUDE H GRIZZARD SR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 MUSKET COURT | AddressLine1 |
| City | STONE MOUNTAIN | City |
| State | GA | State |
| ZIP Code | 30087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 4772732 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | CORPORATE STOCK: AIVSX,VFINX,AWSHX | NoncashPropertyDescription |
| Fair Market Value | 4772732 | FairMarketValue |
| Date Received | 2013-01-14 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $6,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN FUNDS WASH MUTUAL INV CL A | 2695343 | 3638692 |
| VANGUARD 500 INDEX FUND | 3544695 | 5090981 |
| WPP GROUP, PLC | 61031 | 1001350 |
| INVESTMENT CO OF AMERICA | 2089945 | 3288002 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 649735 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 650429 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE CONTRACT | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 128825 | BookValue |
| EOYFMV | 316648 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND RECEIVABLE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 7043 | EOYBookValue |
| EOYFMV | 7043 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAXES | Description |
| Amount | $5,157 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCOUNT FEES | Description |
| Revenue And Expenses Per Books | 86 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GEORGIA UNITED METHODIST FOUNDATION | Description |
| Revenue And Expenses Per Books | 77587 | RevenueAndExpensesPerBooks |
| Net Investment Income | 77587 | NetInvestmentIncome |
| Adjusted Net Income | 77587 | AdjustedNetIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | CLAUDE H GRIZZARD SR | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 MUSKET COURT | AddressLine1 |
| City | STONE MOUNTAIN | City |
| State | GA | State |
| ZIP Code | 30087 | ZIPCode |
Comments