WILLIAM M HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM M HARRIS FAMILY FOUNDATION (EIN 58-1422604)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201243189349101014
- 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
- 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 | 2012-11-13T14:44:21-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-11-13 | 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 | 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 | 7062942 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 277715 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 277715 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -8362 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1959614 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 20887 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 20887 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 290240 | TotalRevenueAndExpenses |
| Total Net Investment Income | 298602 | 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 | 6880 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 3440 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 3440 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3750 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3750 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8315 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4053 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 4262 | 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 | 1267 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1267 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 44899 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 38149 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 6744 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 90761 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 56142 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 34613 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 473384 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 473384 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 564145 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 56142 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 507997 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -273905 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 242460 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 164778 | CashBOY |
| Cash EOY | 281804 | CashEOY |
| Cash EOYFMV | 281804 | CashEOYFMV |
| Investments Corp Stock BOY | 1793272 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1859041 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2122169 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2345130 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2549303 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2581980 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2781898 | InvestmentsOtherBOY |
| Investments Other EOY | 2133234 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2064573 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 2373 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 2373 | AccumDeprecLandBldgAndEquip |
| Other Assets BOY | 24647 | OtherAssetsBOY |
| Other Assets EOY | 12416 | OtherAssetsEOY |
| Other Assets EOYFMV | 12416 | OtherAssetsEOYFMV |
| Total Assets BOY | 7109725 | TotalAssetsBOY |
| Total Assets EOY | 6835798 | TotalAssetsEOY |
| Total Assets EOYFMV | 7062942 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 793 | AccountsPayableBOY |
| Accounts Payable EOY | 771 | AccountsPayableEOY |
| Total Liabilities BOY | 793 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 771 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7108932 | UnrestrictedBOY |
| Unrestricted EOY | 6835027 | UnrestrictedEOY |
| Total Net Assets BOY | 7108932 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6835027 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7109725 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6835798 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7108932 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -273905 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 6835027 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6835027 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (19 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY - 100 SHS | P | 2009-07-27 | 2011-11-16 | 113817 | 95700 | 18117 | 18117 |
| INVESCO - 3,000 SHS | P | 2010-06-09 | 2011-12-28 | 59413 | 53979 | 5434 | 5434 |
| DFA TWO YEAR GLOBAL FIXED INCOME - 9,780.05 SHS | P | 2009-08-07 | 2011-08-03 | 100000 | 100049 | -49 | -49 |
| AMERICAN FD INCOME FUND OF AMERICA - 6,257.82 SHS | P | 2008-07-01 | 2011-08-10 | 100000 | 111106 | -11106 | -11106 |
| AMERICAN FD CAP INCM BLDR CL A - 2,033.76 SHS | P | 2008-07-01 | 2011-08-16 | 100000 | 103021 | -3021 | -3021 |
| AMERICAN FD CAP INCM BLDR CL A - 2,080.33 SHS | P | 2008-07-01 | 2011-09-21 | 100000 | 105352 | -5352 | -5352 |
| DFA FIVE YEAR GLOBAL FIXED INCOME - 11,056.58 SHS | P | 2009-08-04 | 2011-09-26 | 125000 | 122651 | 2349 | 2349 |
| AMERICAN FD INCOME FUND OF AMERICA - 6,293.27 SHS | P | 2008-07-01 | 2011-09-28 | 100000 | 111771 | -11771 | -11771 |
| JOHNSON CONTROLS - 100,000 SHS | P | 2009-10-20 | 2011-01-15 | 100000 | 104954 | -4954 | -4954 |
| AMGEN INC - 150,000 SHS | P | 2010-06-22 | 2011-02-01 | 150000 | 148406 | 1594 | 1594 |
| L-3 COMMUNICATIONS - 150,000 SHS | P | 2009-11-13 | 2011-03-09 | 152937 | 150422 | 2515 | 2515 |
| CONSOL ENERGY - 150,000 SHS | P | 2009-06-23 | 2011-04-11 | 159471 | 157548 | 1923 | 1923 |
| DIRECTV HLDG - 150,000 SHS | P | 2009-06-18 | 2011-06-15 | 153188 | 139738 | 13450 | 13450 |
| CARPENTER TECH - 98,000 SHS | P | 2011-05-09 | 2011-08-15 | 98000 | 101484 | -3484 | -3484 |
| GAMESTOP - 25,000 SHS | P | 2010-05-03 | 2011-10-01 | 25000 | 26153 | -1153 | -1153 |
| FORTUNE BRANDS - 100,000 SHS | P | 2009-12-03 | 2011-11-14 | 101457 | 100150 | 1307 | 1307 |
| GAMESTOP - 25,000 SHS | P | 2010-05-03 | 2011-12-16 | 25000 | 26153 | -1153 | -1153 |
| ANNALY CAPITAL MGMT - 6,000 SHS | P | 2011-08-01 | 2011-10-19 | 96331 | 109094 | -12763 | -12763 |
| DFA TWO YEAR GLOBAL FIXED INCOME - 9,799.21 SHS | P | 2009-07-27 | 2011-07-28 | 100000 | 100245 | -245 | -245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -8362 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 516016 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7335216 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.070348 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 618493 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5624839 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.109957 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 484847 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5092348 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.095211 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 376718 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5232077 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.072002 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 313683 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4297041 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.073000 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.420518 | TotalDistributionRatio |
| Average Distribution Ratio | 0.084104 | AverageDistributionRatio |
| Net Noncharitable Assets | 6789955 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 571062 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2425 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 573487 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 507997 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4849 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4849 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4849 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5200 | TotalCreditsAndPayments |
| Penalty For Underpayment | 56 | PenaltyForUnderpayment |
| Overpayment | 295 | Overpayment |
| Amount Credited To Next Year | 295 | 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 | 507997 | 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 | 6670067 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 223288 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6893355 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6893355 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 103400 | CashDeemedCharitable |
| Net Noncharitable Assets | 6789955 | NetNoncharitableAssets |
| Minimum Investment Return | 339498 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 339498 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4849 | TaxBasedOnInvestmentIncome |
| Total Tax | 4849 | TotalTax |
| Distributable Amount Before Adj | 334649 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 334649 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 334649 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 507997 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 507997 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 507997 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 334649 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 102773 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 133954 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 234380 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 340887 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 154329 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 966323 | TotalExcessDistriCarryover |
| Qualifying Distributions | 507997 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 334649 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 173348 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1139671 | 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 | 102773 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1036898 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 133954 | ExcessFromYear4 |
| Excess From Year3 | 234380 | ExcessFromYear3 |
| Excess From Year2 | 340887 | ExcessFromYear2 |
| Excess From Year1 | 154329 | ExcessFromYear1 |
| Excess From Current Year | 173348 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BIBLE BAPTIST COLLEGE | |||||||
| 64 DOVE LANE | KALISPELL | MT | 59901 | NONE | PUBLIC | HUMANITARIANHUMANITARIAN | $20,000 |
| CLEVELAND CHIROPRACTIC COLLEGE | |||||||
| 10850 LOWELL AVENUE | OVERLAND | KS | 66210 | NONE | PUBLIC | RESEARCH | $25,000 |
| EAGLE RANCH | |||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | NONE | PUBLIC | HUMANITARIAN | $35,000 |
| HELPING HANDS MINISTRIES | |||||||
| PO BOX 337 | TALLULAH FALLS | GA | 30573 | NONE | PUBLIC | HUMANITARIAN | $2,000 |
| INTERNATIONAL SPINE RESEARCH COLLEGE | |||||||
| 101 SOUTH ROOSEVELT AVE | CHANDLER | AZ | 85226 | NONE | PUBLIC | RESEARCH | $25,000 |
| LIFE UNIVERSITY | |||||||
| 1269 BARCLAY CIRCLE | MARIETTA | GA | 30060 | NONE | PUBLIC | HUMANITARIAN | $249,434 |
| NORTHWESTERN HEALTH SCIENCES UNIVERSITY | |||||||
| 2501 W 84TH ST | BLOOMINGTON | MN | 55431 | NONE | PUBLIC | EDUCATION | $100,000 |
| OKLAHAVEN CHILDREN'S CHIROPRACTIC | |||||||
| 4500 NORTH MERIDIAN | OKLAHOMA CITY | OK | 73112 | NONE | PUBLIC | RESEARCH | $10,000 |
| WOMENS ENRICHMENT CENTER | |||||||
| PO BOX 866 | ANDREWS | NC | 28901 | NONE | PUBLIC | HUMANITARIAN | $3,000 |
| ANGEL EXPRESS | |||||||
| 23 RIDGEVIEW DR | SILVER CREEK | GA | 30173 | NONE | PUBLIC | HUMANITARIAN | $3,600 |
| MUSEUM OF EAST ALABAMA | |||||||
| 600 HOUZE WAY SUITE D-9 | ROSWELL | GA | 30076 | NONE | PUBLIC | HUMAITARIAN | $250 |
| OAK GROVE BAPTIST CHURCH | |||||||
| 600 HOUZE WAY SUITE D-9 | ROSWELL | GA | 30076 | PUBLIC | HUMANITARIAN | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 473384 | 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 | $277,715 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,887 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$8,362 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $290,240 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 290240 | 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 | ACCOUNTING | Category |
| Amount | $7,500 | Amount |
| Net Investment Income | 3750 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3750 | 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 | 2549303 | EOYBookValue |
| EOYFMV | 2581980 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB - STOCKS | NameOfStock |
| EOY Book Value | 1859041 | EOYBookValue |
| EOYFMV | 2122169 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CHARLES SCHWAB - MUTUAL FUNDS | AT COST | 2070071 | 2001410 |
| INVESTMENT IN P.C. ASSOCIATES FEI#58-1903323 | AT COST | 5027 | 5027 |
| INVESTMENT IN PLAINS ALL AMERICAN PIPELINE FEI#76-0582150 | AT COST | 58136 | 58136 |
| INVESTMENT IN CANTON JAMERSON PLAZA PTRS FEI#26-1663214 | AT COST | 0 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $6,880 | Amount |
| Net Investment Income | 3440 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3440 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOAN RECEIVABLE | Description |
| BOY Book Value | 24647 | BOYBookValue |
| EOY Book Value | 12416 | EOYBookValue |
| EOYFMV | 12416 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | 38149 | 38149 | 0 |
| OFFICE EXPENSE | 1150 | 0 | 1144 |
| TELEPHONE AND INTERNET ACCESS | 2092 | 0 | 2092 |
| UTILITIES | 1513 | 0 | 1513 |
| INSURANCE | 1395 | 0 | 1395 |
| REPAIRS | 600 | 0 | 600 |
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 | 129 | 129 | 129 |
| MISCELLANEOUS INCOME | 132 | 132 | 132 |
| CANTON JAMERSON PLAZA PARTNERS, LLC | 20626 | 20626 | 20626 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $1,126 | 563 | 563 |
| INCOME TAXES | $6,980 | 3490 | 3490 |
| PERSONAL PROPERTY TAXES | $209 | 0 | 209 |
Comments