LISA AND BOB CHEELEY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LISA AND BOB CHEELEY FOUNDATION INC (EIN 20-2024120)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-03
- IRS object ID
- 201211859349100001
- Schema version
- 2011v1.2
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-03T07:43:14-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Darville and Associates LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Ravinia Dr Suite 500 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30346 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202024120 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA AND BOB CHEELEY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LISA | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 OLD HOMESTEAD TRAIL | AddressLine1 |
| City | DULUTH | City |
| State | GA | State |
| ZIP Code | 30097 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT D CHEELEY | Name |
| Title | VP | Title |
| Date Signed | 2012-07-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Christina Darville | Name |
| Phone | 6788557226 | Phone |
| Date Prepared | 2012-07-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 2071290 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 4548 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4548 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 32964 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32964 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 13786 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13822 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 13786 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 51298 | TotalRevenueAndExpenses |
| Total Net Investment Income | 51298 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 3203 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 320 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2883 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 210 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1890 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 24291 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 24291 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 2608 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 365 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 2243 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 748 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 75 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 673 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 32950 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 25261 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7689 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 124230 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 124230 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 157180 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 25261 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 131919 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -105882 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26037 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 261620 | CashBOY |
| Cash EOY | 13289 | CashEOY |
| Cash EOYFMV | 13289 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1062374 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 115548 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 115548 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 1740 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1740 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 946218 | InvestmentsOtherBOY |
| Investments Other EOY | 1940713 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1940713 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2270212 | TotalAssetsBOY |
| Total Assets EOY | 2071290 | TotalAssetsEOY |
| Total Assets EOYFMV | 2071290 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2270212 | RetainedEarningsBOY |
| Retained Earnings EOY | 2071290 | RetainedEarningsEOY |
| Total Net Assets BOY | 2270212 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2071290 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2270212 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2071290 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2270212 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -105882 | ExcessOfRevenueOverExpenses |
| Subtotal | 2164330 | Subtotal |
| Other Decreases | 93040 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2071290 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITY | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Sold | 2011-02-24 | DateSold |
| Gross Sales Price | 36 | GrossSalesPrice |
| Cost Or Other Basis | 36 | CostOrOtherBasis |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 13786 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 4315 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 97204 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2204090 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.044102 | DistributionRatioYear1 |
| Total Distribution Ratio | 000.044102 | TotalDistributionRatio |
| Average Distribution Ratio | 000.044102 | AverageDistributionRatio |
| Net Noncharitable Assets | 2170886 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 95740 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 260 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 96000 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 131919 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 260 | InvestmentIncomeExciseTax |
| Subtotal | 260 | Subtotal |
| Tax Based On Investment Income | 260 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2000 | TotalCreditsAndPayments |
| Tax Paid Original Return | 2000 | TaxPaidOriginalReturn |
| Overpayment | 1740 | Overpayment |
| Amount Credited To Next Year | 500 | AmountCreditedToNextYear |
| Amount To Be Refunded | 1240 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | GA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT D CHEELEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7708147001 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 OLD HOMESTEAD TRAIL | AddressLine1 |
| City | DULUTH | City |
| State | GA | State |
| ZIP Code | 30097 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 |
|---|---|---|---|---|---|---|
| ROBERT D CHEELEY | ||||||
| 435 OLD HOMESTEAD TRAIL | DULUTH | GA | 30097 | VP | 001.00 | 0 |
| LISA A CHEELEY | ||||||
| 435 OLD HOMESTEAD TRAIL | DULUTH | GA | 30097 | PRESIDENT | 001.00 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2009478 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 194467 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2203945 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2203945 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 33059 | CashDeemedCharitable |
| Net Noncharitable Assets | 2170886 | NetNoncharitableAssets |
| Minimum Investment Return | 108544 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 108544 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 260 | TaxBasedOnInvestmentIncome |
| Total Tax | 260 | TotalTax |
| Distributable Amount Before Adj | 108284 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 108284 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 108284 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 131919 | ExpensesAndContributions |
| Qualifying Distributions | 131919 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 260 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 131659 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 108284 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 131919 | QualifyingDistributions |
| Applied To Current Year | 108284 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 23635 | RemainingDistriFromCorpus |
| Total Corpus | 23635 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 23635 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 23635 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| PERIMETER CHURCH | |||||||
| 9500 MEDLOCK BRIDGE RD | JOHNS CREEK | GA | 30097 | UNRELATED | 501C3 | GENERAL SUPPORT | $58,410 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | UNRELATED | 501C3 | GENERAL SUPPORT | $10,900 |
| WARRINGTON PRESBYTERIAN CHURCH | |||||||
| 406 SOUTH NAVY BLVD | PENSACOLA | FL | 32507 | UNRELATED | 501C3 | GENERAL SUPPORT | $15,250 |
| DESIRE STREET MINISTRIES | |||||||
| PO BOX 18057 | ATLANTA | GA | 30316 | UNRELATED | 501C3 | GENERAL SUPPORT | $10,000 |
| FRIEND OF THE POOR | |||||||
| 9500 MEDLOCK BRIDGE RD | DULUTH | GA | 30097 | UNRELATED | 501C3 | GENERAL SUPPORT | $10,000 |
| YOUNG LIFE GREATER JOHNS CREEK | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | UNRELATED | 501C3 | GENERAL SUPPORT | $7,500 |
| WESLEYAN SCHOOL | |||||||
| 5405 SPALDING DR | NORCROSS | GA | 30092 | UNRELATED | 501C3 | GENERAL SUPPORT | $5,100 |
| TAKE AIM AT CANCER RESEARCH FUND | |||||||
| 420 ARGONNE DR NW | ATLANTA | GA | 30305 | UNRELATED | 501C3 | GENERAL SUPPORT | $2,500 |
| CASHIERS-GLENVILLE VOL FIRE DEPT | |||||||
| PO BOX 1978 | CASHIERS | NC | 28717 | UNRELATED | 501C3 | GENERAL SUPPORT | $1,000 |
| SEGUE MINISTRIES | |||||||
| PO BOX 2409 | DULUTH | GA | 30096 | UNRELATED | 501C3 | GENERAL SUPPORT | $600 |
| PHI GAMMA DELTA EDUCATIONAL FOUNDAT | |||||||
| PO BOX 4599 | LEXINGTON | KY | 40544 | UNRELATED | 501C3 | GENERAL SUPPORT | $500 |
| SCLERODERMA FOUNDATION | |||||||
| PO BOX 522 | LILBURN | GA | 30048 | UNRELATED | 501C3 | GENERAL SUPPORT | $500 |
| ALLIANCE DEFENSE FUND | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | UNRELATED | 501C3 | GENERAL SUPPORT | $600 |
| ALZHEIMERS ASSOCIATION | |||||||
| 41 PERIMETER CENTER EAST 550 | ATLANTA | GA | 30346 | UNRELATED | 501C3 | GENERAL SUPPORT | $100 |
| PASSION CITY CHURCH | |||||||
| 515 GARSON DR NE | ATLANTA | GA | 30324 | UNRELATED | 501C3 | GENERAL SUPPORT | $350 |
| PRESBYTERIAN HOMES OF GEORGIA | |||||||
| 3675 CRESTWOOD PKWY STE 370 | DULUTH | GA | 30096 | UNRELATED | 501C3 | GENERAL SUPPORT | $150 |
| SEACOAST CHURCH-WEST | |||||||
| 750 LONG POINT RD | MOUNT PLEASANT | SC | 29464 | UNRELATED | 501C3 | GENERAL SUPPORT | $100 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| PO BOX 167 | MEMPHIS | TN | 38101 | UNRELATED | 501C3 | GENERAL SUPPORT | $25 |
| SUSAN G KOMEN FOUNDATION | |||||||
| PO BOX 4148 | ATLANTA | GA | 30302 | UNRELATED | 501C3 | GENERAL SUPPORT | $45 |
| THE NEXT STOP FOUNDATION | |||||||
| 162 WOODSHYRE CT | LAWRENCEVILLE | GA | 30043 | UNRELATED | 501C3 | GENERAL SUPPORT | $100 |
| THE PHOENIX SOCIETY OF ATLANTA | |||||||
| PO BOX 421278 | ATLANTA | GA | 30342 | UNRELATED | 501C3 | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 124230 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,548 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,964 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,786 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,298 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 51298 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RONALD BLUE COMPANY | Category |
| Amount | $2,100 | Amount |
| Net Investment Income | 210 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1890 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS PUBLICLY TRADED SECURITIES | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 1940713 | BookValue |
| EOYFMV | 1940713 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOMBLE CARLYLE SANDRIDGE RICE | Category |
| Amount | $3,203 | Amount |
| Net Investment Income | 320 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2883 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN UNREALIZED GAINS ON INVESTMENTS | Description |
| Amount | $93,040 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LICENSE PERMITS | 50 | 5 | 45 |
| BANK CHARGES | 279 | 28 | 251 |
| USER FEES | 419 | 42 | 377 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB INVESTMENT FEES | Category |
| Amount | $24,291 | Amount |
| Net Investment Income | 24291 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| TAX ON INVESTMENT INCOME | $2,243 | 0 | 0 | 2243 |
| FOREIGN TAXES | $365 | 365 | 0 | 0 |
Comments