GRIZZARD FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GRIZZARD FAMILY FOUNDATION INC (EIN 31-1732808)
- Tax period
- 2010-08-01 to 2011-07-31
- Filed
- 2011-12-08
- IRS object ID
- 201113429349100401
- Schema version
- 2010v3.4
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-12-08T12:28:58-06:00 | Timestamp |
| Tax Period End Date | 2011-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS LANE & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7000 PEACHTREE DUNWOODY RD BLDG 1 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311732808 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIZZARD FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GRIZ | NameControl |
| Phone | 7704147900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2187 NORTHLAKE PARKWAY NO 35 | AddressLine1 |
| City | TUCKER | City |
| State | GA | State |
| ZIP Code | 30084 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLAUDE H GRIZZARD SR | Name |
| Title | PRESIDENT | Title |
| Phone | 7704147900 | Phone |
| Date Signed | 2011-12-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK G WEINSTEIN | Name |
| Phone | 7708048044 | Phone |
| Date Prepared | 2011-12-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 9329751 | 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 | 144896 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 144896 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 105860 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 105860 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -90728 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1174995 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 160028 | TotalRevenueAndExpenses |
| Total Net Investment Income | 250756 | 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 | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3500 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 409000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 409000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 412500 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 409000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -252472 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 250756 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 607425 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1523980 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1523981 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4689651 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3673182 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5012290 | InvestmentsCorpStockEOYFMV |
| Investments Mortgage Loans BOY | 0 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 2504648 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 2504648 | InvestmentsMortgageLoansEOYFMV |
| Investments Other BOY | 2790184 | InvestmentsOtherBOY |
| Investments Other EOY | 128825 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 288641 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1047 | OtherAssetsBOY |
| Other Assets EOY | 191 | OtherAssetsEOY |
| Other Assets EOYFMV | 191 | OtherAssetsEOYFMV |
| Total Assets BOY | 8088307 | TotalAssetsBOY |
| Total Assets EOY | 7830826 | TotalAssetsEOY |
| Total Assets EOYFMV | 9329751 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 8088307 | RetainedEarningsBOY |
| Retained Earnings EOY | 7830826 | RetainedEarningsEOY |
| Total Net Assets BOY | 8088307 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7830826 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8088307 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7830826 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8088307 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -252472 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 7835835 | Subtotal |
| Other Decreases | 5009 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7830826 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICALLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 1174995 | GrossSalesPrice |
| Cost Or Other Basis | 1265723 | CostOrOtherBasis |
| Gain Or Loss | -90728 | GainOrLoss |
| Gains Minus Excess Or Losses | -90728 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -90728 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 323042 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8657445 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037314 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 310620 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7388276 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042042 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2660565 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 10297413 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.258372 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 170000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5804240 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.029289 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 148871 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 324747 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.458421 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.825438 | TotalDistributionRatio |
| Average Distribution Ratio | 0.165088 | AverageDistributionRatio |
| Net Noncharitable Assets | 9065073 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1496535 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2508 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1499043 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 409000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5015 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5015 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5015 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5200 | TotalCreditsAndPayments |
| Overpayment | 185 | Overpayment |
| Amount Credited To Next Year | 185 | 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 | CLAUDE H GRIZZARD SR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7704147900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2187 NORTHLAKE PARKWAY SUITE 35 | AddressLine1 |
| City | TUCKER | City |
| State | GA | State |
| ZIP Code | 30084 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CLAUDE H GRIZZARD SR | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| ELIZABETH H GRIZZARD | ||||||||
| 1925 MUSKET COURT | STONE MOUNTAIN | GA | 30087 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5517998 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 892126 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2792996 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9203120 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9203120 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 138047 | CashDeemedCharitable |
| Net Noncharitable Assets | 9065073 | NetNoncharitableAssets |
| Minimum Investment Return | 453254 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 453254 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5015 | TaxBasedOnInvestmentIncome |
| Total Tax | 5015 | TotalTax |
| Distributable Amount Before Adj | 448239 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 448239 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 448239 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 409000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 409000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 409000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 448239 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 134892 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 72949 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2157053 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 2364894 | TotalExcessDistriCarryover |
| Qualifying Distributions | 409000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 409000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 39239 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 39239 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2325655 | 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 | 95653 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2230002 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 72949 | ExcessFromYear4 |
| Excess From Year3 | 2157053 | ExcessFromYear3 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAUDE H GRIZZARD SR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACTION MINISTRIES | |||||||
| PO BOX 54613 | ATLANTA | GA | 30308 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| ATLANTA URBAN MINISTRIES | |||||||
| PO BOX 54613 | ATLANTA | GA | 30308 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1800 CIRCLE 75 PARKWAY SOUTHEAST | ATLANTA | GA | 30339 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| BOYS & GIRLS CLUBS OF METRO ATLANTA | |||||||
| 100 EDGEWOOD AVENUE | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| CANINE ASSISTANTS | |||||||
| 3160 FRANCIS ROAD | ALPHARETTA | GA | 30004 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| GETTING 2 TRI FOUNDATION | |||||||
| 227 SANDY SPRINGS PLACE SUITE D-267 | ATLANTA | GA | 30328 | NONE | PRIVATE FOUNDATION | GENERAL | $10,000 |
| KIWANIS FOUNDATION OF ATLANTA | |||||||
| 100 EDGEWOOD AVENUE SUITE 804 | ATLANTA | GA | 30303 | NONE | PRIVATE FOUNDATION | GENERAL | $20,000 |
| LOVETT SCHOOL | |||||||
| 4075 PACES FERRY ROAD | ATLANTA | GA | 30327 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| MOUNTAIN TOP BOYS HOME | |||||||
| 65 MOUNTAIN TOP WAY | SUGAR VALLEY | GA | 30746 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| PEACHTREE PRESBYTERIAN CHURCH | |||||||
| 3434 ROSWELL ROAD | ATLANTA | GA | 30305 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| PEACHTREE ROAD UNITED METHODIST CHURCH | |||||||
| 3180 PEACHTREE ROAD | ATLANTA | GA | 30305 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| TENDER CARE | |||||||
| 803 SOUTH MAIN STREET | GREENSBORO | GA | 30642 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| SPECIAL OLYMPICS FLORIDA | |||||||
| 1105 CITRUS TOWER BLVD | CLERMONT | FL | 34711 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| MISSION OF HOPE BOLIVIA | |||||||
| PO BOX 103 | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| DENVER DUMB FRIENDS LEAGUE | |||||||
| 2080 SOUTH QUEBEC STREET | DENVER | CO | 80231 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| FT WAYNE RESCUE MISSION | |||||||
| 301 WEST SUPERIOR STREET | FT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| DURHAM RESCUE MISSION | |||||||
| 507 EAST KNOX STREET | DURHAM | NC | 27701 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| YOUNG LIFE | |||||||
| 4105 BRIARCLIFF ROAD | ATLANTA | GA | 30345 | NONE | PUBLIC CHARITY | GENERAL | $64,000 |
| ATLANTA HABITAT FOR HUMANITY | |||||||
| 519 MEMORIAL DRIVE | ATLANTA | GA | 30312 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| BOYS & GIRLS CLUBS OF NORTH CENTRAL GEORGIA | |||||||
| PO BOX 474 | GREENSBORO | GA | 30642 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| AMERICAN TENNITUS ASSOCIATION | |||||||
| PO BOX 5 | PORTLAND | OR | 97207 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| PARENTS TELEVISION COUNCIL | |||||||
| 707 WILSHIRE BLVD 2075 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 5312 WEST MOUNTAIN STREET | STONE MOUNTAIN | GA | 30083 | NONE | PUBLIC CHARITY | GENERAL | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 409000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $144,896 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $105,860 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$90,728 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $160,028 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 160028 | 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 | $3,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN FUNDS WASH MUTUAL INV CL A | 237586 | 241448 |
| VANGUARD 500 INDEX FUND | 3319665 | 3575944 |
| WPP GROUP, PLC | 115931 | 1194898 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE CONTRACT | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 128825 | BookValue |
| EOYFMV | 288641 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ESTIMATED TAX DEPOSITS | Description |
| BOY Book Value | 1047 | BOYBookValue |
| EOY Book Value | 191 | EOYBookValue |
| EOYFMV | 191 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX | Description |
| Amount | $5,009 | Amount |
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