COOPER CARRY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COOPER CARRY CHARITABLE FOUNDATION INC (EIN 58-2358064)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201333169349100098
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T08:44:45-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580942047 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BABUSH NEIMAN KORNMAN & JOHNSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5909 PEACHTREE DUNWOODY RD SUITE | AddressLine1 |
| Address Line2 | 800 | AddressLine2 |
| 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 | 582358064 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPER CARRY CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O KEVIN R CANTLEY TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COOP | NameControl |
| Phone | 4042372000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE ST NE NO 2400 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30303 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN CANTLEY | Name |
| Title | TRUSTEE | Title |
| Phone | 4042372000 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN J NADEAU | Name |
| PTIN | P00399865 | PTIN |
| Phone | 7702611900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 185999 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4408 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 4325 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4325 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 14059 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 27886 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 14059 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 22792 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18384 | 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 | 2089 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1045 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1045 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2318 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2318 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4407 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3363 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1045 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 36600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 36600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 41007 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3363 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37645 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -18215 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15021 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13662 | CashBOY |
| Cash EOY | 9562 | CashEOY |
| Cash EOYFMV | 9562 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2090 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1802 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1802 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 104152 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 90325 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 174635 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 119904 | TotalAssetsBOY |
| Total Assets EOY | 101689 | TotalAssetsEOY |
| Total Assets EOYFMV | 185999 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 153550 | CapitalStockBOY |
| Capital Stock EOY | 153550 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -33646 | RetainedEarningsBOY |
| Retained Earnings EOY | -51861 | RetainedEarningsEOY |
| Total Net Assets BOY | 119904 | TotalNetAssetsBOY |
| Total Net Assets EOY | 101689 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 119904 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 101689 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 119904 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -18215 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 101689 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 101689 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| 100 SHS APACHE CORP | 2012-02-01 | 9937 | 5809 | 4128 | 4128 |
| 50 SHS WALT DISNEY CO | 2012-04-09 | 2105 | 1942 | 163 | 163 |
| 50 SHS MCDONALDS CORP | 2012-09-21 | 4685 | 1510 | 3175 | 3175 |
| 50 SHS NIKE INC-CL B | 2012-09-21 | 4828 | 1227 | 3601 | 3601 |
| 50 SHS PROCTOR & GAMBLE CO | 2012-09-12 | 3405 | 1815 | 1590 | 1590 |
| 42 SHS PROCTOR & GAMBLE CO | 2012-09-21 | 2926 | 1524 | 1402 | 1402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 14059 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 21500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 203176 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.105820 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 75693 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 250255 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.302463 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 106612 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 298739 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.356873 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 125576 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 460648 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.272607 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 91091 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 469352 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.194078 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.231841 | TotalDistributionRatio |
| Average Distribution Ratio | 0.246368 | AverageDistributionRatio |
| Net Noncharitable Assets | 205122 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 50535 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 150 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 50685 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37645 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 300 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 300 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 300 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 74 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 526 | TaxPaidWithExtension |
| Total Credits And Payments | 600 | TotalCreditsAndPayments |
| Overpayment | 300 | Overpayment |
| Amount Credited To Next Year | 300 | 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 | 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 | 0 | 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 | KEVIN CANTLEYSHERRY WILSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4042372000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 PEACHTREE ST NE SUITE 2400 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30303 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| E POPE BULLOCK | ||||||||
| 1282 OAKDALE ROAD | ATLANTA | GA | 30307 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| C ROBERT NEAL | ||||||||
| 1229 ZIMMER DRIVE | ATLANTA | GA | 30306 | VP/SEC | 0.00 | 0 | 0 | 0 |
| KEVIN R CANTLEY | ||||||||
| 2837 RIDGE VALLEY ROAD | ATLANTA | GA | 30327 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| EDGAR F MUSE | ||||||||
| 645 AMBERIDGE TRAIL | ATLANTA | GA | 30328 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DAVID KITCHENS | ||||||||
| 5007 BUTTERNUT DRIVE | ROCKVILLE | MD | 20853 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 195720 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12526 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 208246 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 208246 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3124 | CashDeemedCharitable |
| Net Noncharitable Assets | 205122 | NetNoncharitableAssets |
| Minimum Investment Return | 10256 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 10256 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 300 | TaxBasedOnInvestmentIncome |
| Total Tax | 300 | TotalTax |
| Distributable Amount Before Adj | 9956 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 9956 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 9956 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37645 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 37645 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 37645 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9956 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 67829 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 102742 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 91791 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 63292 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 11347 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 337001 | TotalExcessDistriCarryover |
| Qualifying Distributions | 37645 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 9956 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 27689 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 364690 | 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 | 67829 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 296861 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 102742 | ExcessFromYear4 |
| Excess From Year3 | 91791 | ExcessFromYear3 |
| Excess From Year2 | 63292 | ExcessFromYear2 |
| Excess From Year1 | 11347 | ExcessFromYear1 |
| Excess From Current Year | 27689 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| COALITION FOR SMARTER GROWTH | |||||||
| 316 F STREET NE SUITE 200 | WASHINGTON | DC | 20002 | NONE | 501(C)3 | EDUCATIONAL | $2,100 |
| LIVABLE COMMUNITIES COALITION | |||||||
| 10 PEACHTREE PLACE NE | ATLANTA | GA | 30309 | NONE | 501(C)3 | COMMUNITY WELL-BEING | $10,000 |
| US GREEN BUILDING COUNCIL | |||||||
| PO BOX 54677 | ATLANTA | GA | 30308 | NONE | 501(C)3 | COMMUNITY WELL-BEING | $4,500 |
| HIGHER ACHIEVEMENT | |||||||
| 1701 K STREET NW STE 625 | WASHINGTON | DC | 20006 | NONE | 501(C)3 | EDUCATIONAL | $5,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 1000 ABERNATHY ROAD NE | ATLANTA | GA | 30328 | NONE | 501(C)3 | RELIGIOUS | $5,000 |
| PEDS | |||||||
| 1389 PEACHTREE STREET NE 202 | ATLANTA | GA | 30309 | NONE | 501(C)3 | COMMUNITY WELL-BEING | $1,500 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 5463 PEACHTREE ROAD | CHAMBLEE | GA | 30341 | NONE | 501(C)3 | POVERTY ADVOCACY | $1,000 |
| UNIVERSITY OF TENNESSEE COLLEGE OF ARCHITECTURE AND DESIGN | |||||||
| 600 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | NONE | 501(C)3 | EDUCATIONAL | $2,500 |
| WINSHIP CANCER INSTITUTE | |||||||
| 1365 CLIFTON ROAD NE | ATLANTA | GA | 30322 | NONE | 501(C)3 | MEDICAL | $2,000 |
| WOODRUFF ARTS CENTER | |||||||
| 1280 PEACHTREE STREET | ATLANTA | GA | 30309 | NONE | 501(C)3 | CIVIC & CULTURAL | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 36600 | 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 | $4,325 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $14,059 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $18,384 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 18384 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BNK&J, LLP-ACCTNG.SERVICES | Category |
| Amount | $2,089 | Amount |
| Net Investment Income | 1045 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1045 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES- SEE ATTACHED | NameOfStock |
| EOY Book Value | 90325 | EOYBookValue |
| EOYFMV | 174635 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEUBERGER & BERMAN-INVEST.FEES | Category |
| Amount | $2,318 | Amount |
| Net Investment Income | 2318 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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