WILLIAM M HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM M HARRIS FAMILY FOUNDATION (EIN 58-1422604)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-07
- IRS object ID
- 201323119349100322
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-07T14:12:29-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571157523 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HABIF AROGETI & WYNNE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581422604 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M HARRIS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 7707409782 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE GOODWIN | Name |
| Title | BOARD MEMBER | Title |
| Phone | 7707409782 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ED D DECK CPA | Name |
| PTIN | P00118028 | PTIN |
| Phone | 4048929651 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7411563 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 433678 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 289492 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 289492 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -24989 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1960027 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 12441 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 12441 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 710622 | TotalRevenueAndExpenses |
| Total Net Investment Income | 301933 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | 13500 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 6750 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 6750 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 15250 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 7625 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 7625 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8350 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4175 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4175 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6262 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3030 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3232 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 8400 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 8400 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 284 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 284 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 58797 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 37103 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 21694 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 110843 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 58683 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 52160 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 685512 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 685512 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 796355 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 58683 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 737672 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -85733 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 243250 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 281804 | CashBOY |
| Cash EOY | 136520 | CashEOY |
| Cash EOYFMV | 136520 | CashEOYFMV |
| Investments Corp Stock BOY | 1859041 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2130507 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2617151 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2549303 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2763634 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2817330 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2133234 | InvestmentsOtherBOY |
| Investments Other EOY | 1718934 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1840562 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 2373 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 2373 | AccumDeprecLandBldgAndEquip |
| Other Assets BOY | 12416 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 6835798 | TotalAssetsBOY |
| Total Assets EOY | 6749595 | TotalAssetsEOY |
| Total Assets EOYFMV | 7411563 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 771 | AccountsPayableBOY |
| Accounts Payable EOY | 301 | AccountsPayableEOY |
| Total Liabilities BOY | 771 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 301 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 6835027 | UnrestrictedBOY |
| Unrestricted EOY | 6749294 | UnrestrictedEOY |
| Total Net Assets BOY | 6835027 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6749294 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6835798 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6749595 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6835027 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -85733 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 6749294 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6749294 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| DFA FIVE YEAR GLOBAL FIXED INCOME - 495.937 SHS | P | 2012-02-27 | 4612 | 5504 | -892 | -892 | |
| DFA FIVE YEAR GLOBAL FIXED INCOME - 8,683.68 SHS | P | 2012-02-27 | 96682 | 96270 | 412 | 412 | |
| DFA TWO YEAR GLOBAL FIXED INCOME - 158.671 SHS | P | 2012-02-14 | 1602 | 1601 | 1 | 1 | |
| DFA TWO YEAR GLOBAL FIXED INCOME - 10,734.72 SHS | P | 2012-02-14 | 108371 | 109815 | -1444 | -1444 | |
| CAPITAL INCOME BUILDER CL A - 1,934.99 SHS | P | 2012-03-15 | 100000 | 100573 | -573 | -573 | |
| CAPITAL INCOME BUILDER CL A - 770.82 SHS | P | 2012-12-05 | 41000 | 40062 | 938 | 938 | |
| INCOME FUND OF AMERICAN CL A - 4,273.50 SHS | P | 2012-03-12 | 75000 | 77940 | -2940 | -2940 | |
| INCOME FUND OF AMERICAN CL A - 2,886.84 SHS | P | 2012-04-20 | 50000 | 52650 | -2650 | -2650 | |
| INCOME FUND OF AMERICAN CL A - 4,148.23 SHS | P | 2012-12-05 | 75000 | 93327 | -18327 | -18327 | |
| DFA INTL SMALL CO PORT FUND - 2,775.46 SHS | P | 2012-08-10 | 40000 | 39125 | 875 | 875 | |
| DFA INTL VALUE PORT - 5,329.56 SHS | P | 2012-08-10 | 80000 | 88391 | -8391 | -8391 | |
| ALLD WASTE NORTH - 100,000 SHS | P | 2012-06-01 | 103438 | 106589 | -3151 | -3151 | 2012-02-16 |
| CLOROX - 155,000 SHS | P | 2012-10-15 | 155000 | 170678 | -15678 | -15678 | 2010-01-11 |
| FBL FINL GROUP - 150,000 SHS | P | 2012-01-30 | 167637 | 160885 | 6752 | 6752 | 2011-06-27 |
| FEDERATED RETAIL - 100,000 SHS | P | 2012-03-12 | 100000 | 104671 | -4671 | -4671 | 2011-08-01 |
| GENWORTH FINL - 100,000 SHS | P | 2012-06-15 | 100000 | 103735 | -3735 | -3735 | 2011-08-05 |
| HARLEYSVILLE GROUP - 140,000 SHS | P | 2012-07-13 | 147244 | 146453 | 791 | 791 | 2011-01-27 |
| SEARIVER MARITIME - 100,000 SHS | P | 2012-09-01 | 100000 | 96725 | 3275 | 3275 | 2011-02-17 |
| ARCHER-DANIELS-MININD CO - 500 SHS | P | 2012-02-06 | 14541 | 13841 | 700 | 700 | 2011-09-26 |
| ARCHER-DANIELS-MININD CO - 2500 SHS | P | 2012-02-06 | 72707 | 72838 | -131 | -131 | 2010-06-11 |
| BED BATH & BEYOND - 1,500 SHS | P | 2012-09-18 | 103516 | 98767 | 4749 | 4749 | 2012-03-21 |
| DU PONT E I DE NEMOUR & CO - 1,600 SHS | P | 2012-12-13 | 69030 | 56191 | 12839 | 12839 | |
| GENERAL DYNAMICS CORP - 1,100 SHS | P | 2012-05-21 | 71829 | 71803 | 26 | 26 | |
| MEDTRONIC - 2,200 SHS | P | 2012-05-22 | 82818 | 76582 | 6236 | 6236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -24989 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 507997 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6789955 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.074816 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 516016 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7335216 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.070348 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 618493 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5624839 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.109957 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 484847 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5092348 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.095211 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 376718 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5232077 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.072002 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.422334 | TotalDistributionRatio |
| Average Distribution Ratio | 0.084467 | AverageDistributionRatio |
| Net Noncharitable Assets | 6690806 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 565152 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2433 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 567585 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 737672 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2433 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2433 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2433 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5200 | TotalCreditsAndPayments |
| Penalty For Underpayment | 19 | PenaltyForUnderpayment |
| Overpayment | 2748 | Overpayment |
| Amount Credited To Next Year | 2748 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | 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 | 0 | 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 | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | EAGLESFOUNDA@MINDSPRING.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE GOODWIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7706411927 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION PROMOTES CHIROPRACTIC EDUCATION THROUGH ITS GRANTS AND CONTRIBUTIONS TO VARIOUS CHIROPRACTIC COLLEGES AND EDUCATIONAL ORGANIZATIONS. | Description1 |
| Expenses1 | 737672 | Expenses1 |
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 | 6583533 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 209163 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6792696 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6792696 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 101890 | CashDeemedCharitable |
| Net Noncharitable Assets | 6690806 | NetNoncharitableAssets |
| Minimum Investment Return | 334540 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 334540 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2433 | TaxBasedOnInvestmentIncome |
| Total Tax | 2433 | TotalTax |
| Distributable Amount Before Adj | 332107 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 332107 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 332107 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 737672 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 737672 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2433 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 735239 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 332107 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 133954 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 234380 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 340887 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 154329 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 173348 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1036898 | TotalExcessDistriCarryover |
| Qualifying Distributions | 737672 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 332107 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 405565 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1442463 | 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 | 133954 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1308509 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 234380 | ExcessFromYear4 |
| Excess From Year3 | 340887 | ExcessFromYear3 |
| Excess From Year2 | 154329 | ExcessFromYear2 |
| Excess From Year1 | 173348 | ExcessFromYear1 |
| Excess From Current Year | 405565 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JANE GOODWIN | RecipientName |
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 Number | 7706411927 | RecipientPhoneNumber |
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 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 |
|---|---|---|---|---|---|---|---|---|
| ANGEL EXPRESS | ||||||||
| 23 RIDGEVIEW DR | SILVER CREEK | GA | 30173 | NONE | PUBLIC CHARITY | HUMANITARIAN | $3,000 | |
| 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 | $40,000 | |
| 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 | $271,410 | |
| NORTHWESTERN HEALTH SCIENCES UNIVERSITY | ||||||||
| 2501 W 84TH ST | BLOOMINGTON | MN | 55431 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 | |
| LOGAN COLLEGE | ||||||||
| 1851 SCHOETTLER RD PO BOX 1065 | CHESTERFIELD | MO | 63006 | NONE | PUBLIC CHARITY | HUMANITARIAN | $2,500 | |
| SPECIAL OLYMPICS | ||||||||
| 4000 DEKALB TECHNOLOGY PARKWAY STE | ATLANTA | GA | 30340 | NONE | PUBLIC CHARITY | HUMANITARIAN | $1,000 | 400 BLDG 400 |
| OKLAHAVEN CHILDREN'S CHIROPRACTIC | ||||||||
| 4500 NORTH MERIDIAN | OKLAHOMA CITY | OK | 73112 | NONE | PUBLIC CHARITY | RESEARCH | $10,000 | |
| WOMENS ENRICHMENT CENTER | ||||||||
| PO BOX 866 | ANDREWS | NC | 28901 | NONE | PUBLIC CHARITY | HUMANITARIAN | $3,600 | |
| PALMER CHIROPRACTIC | ||||||||
| 1000 BRADY ST | DAVENPORT | IA | 52803 | NONE | PUBLIC CHARITY | EDUCATION/RESEARCH | $154,002 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 685512 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $289,492 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,441 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$24,989 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $276,944 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 276944 | 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 | THE ESTATE OF DR WILLIAM M HARRIS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 433678 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $8,350 | Amount |
| Net Investment Income | 4175 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4175 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CHARLES SCHWAB - FIXED INCOME CORP BONDS | NameOfBond |
| EOY Book Value | 2763634 | EOYBookValue |
| EOYFMV | 2817330 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CHARLES SCHWAB - STOCKS | 1821730 | 2299430 |
| EDWARD JONES - STOCKS | 308777 | 317721 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CHARLES SCHWAB - MUTUAL FUNDS | AT COST | 1547610 | 1669142 |
| INVESTMENT IN P.C. ASSOCIATES FEI#58-1903323 | AT COST | 0 | 0 |
| INVESTMENT IN PLAINS ALL AMERICAN PIPELINE FEI#76-0582150 | AT COST | 52116 | 52116 |
| INVESTMENT IN CANTON JAMERSON | AT COST | 5119 | 5119 |
| INVESTMENT IN BOARDWALK PIPELINE | AT COST | 105196 | 105196 |
| EDWARD JONES - MUTUAL FUNDS | AT COST | 8893 | 8989 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $15,250 | Amount |
| Net Investment Income | 7625 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7625 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOAN RECEIVABLE | Description |
| BOY Book Value | 12416 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | 37103 | 37103 | 0 |
| OFFICE EXPENSE | 4057 | 0 | 4057 |
| TELEPHONE AND INTERNET ACCESS | 1801 | 0 | 1801 |
| UTILITIES | 1425 | 0 | 1425 |
| INSURANCE | 1395 | 0 | 1395 |
| REPAIRS | 600 | 0 | 600 |
| WRITE-OFF LOAN | 12416 | 0 | 12416 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PLAINS ALL AMERICAN PIPELINE EIN# 76-0582150 | 310 | 310 | 310 |
| CANTON JAMERSON PLAZA PARTNERS, LLC | 15368 | 15368 | 15368 |
| BOARDWALK PIPELINE PARTNERS | -3237 | -3237 | -3237 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $1,154 | 577 | 577 |
| INCOME TAXES | $4,905 | 2453 | 2452 |
| PERSONAL PROPERTY TAXES | $203 | 0 | 203 |
Comments