THE KNOX FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE KNOX FOUNDATION (EIN 58-6163728)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-04
- IRS object ID
- 201123089349100752
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Employee Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-04T07:09:28-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baird & Company CPAs LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4210 Columbia Rd Bldg 10 | AddressLine1 |
| City | Augusta | City |
| State | GA | State |
| ZIP Code | 30907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586163728 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNOX FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KNOX | NameControl |
| Phone | 7065951907 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3133 WASHINGTON ROAD NW | AddressLine1 |
| City | THOMSON | City |
| State | GA | State |
| ZIP Code | 30824 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFERSON B A KNOX | Name |
| Title | DIRECTOR | Title |
| Date Signed | 2011-11-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John P Gillion Jr | Name |
| Phone | 7068559500 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 60034372 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 412292 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 1496854 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1496854 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1496854 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 279219 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 279219 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 279219 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 128371 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 450646 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6025430 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 450646 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 146385 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 12510 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 12510 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 12510 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 2651521 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2239229 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1934968 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 120000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 60000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 60000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 91000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 45500 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 45500 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 85168 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 42584 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 42584 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 187 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 93 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 94 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3825 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3825 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 100616 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 100616 | OtherProfFeesNetInvstIncm |
| Interest Rev And Expnss | 6 | InterestRevAndExpnss |
| Interest Net Invst Incm | 6 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 29459 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 7958 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 7661 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 79349 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 79349 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 197513 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 181211 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 16302 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 710948 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 521142 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 175966 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1988830 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1988830 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2699778 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 521142 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2164796 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -48257 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1718087 | NetInvestmentIncome |
| Adjusted Net Income | 1934968 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2698539 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1210943 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1210943 | SavingsAndTempCashInvstEOYFMV |
| Grants Receivable EOY | 105000 | GrantsReceivableEOY |
| Grants Receivable EOYFMV | 105000 | GrantsReceivableEOYFMV |
| Prepaid Expenses BOY | 11446 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 34993574 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 47592283 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 47592283 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 6461381 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 4313223 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 4313223 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc Basis | 5072307 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 1194472 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 3865923 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 3877835 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 5072307 | InvestmentsLandEtcEOYFMV |
| Investments Other EOY | 1507563 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1507563 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 202851 | OtherAssetsBOY |
| Other Assets EOY | 233053 | OtherAssetsEOY |
| Other Assets EOYFMV | 233053 | OtherAssetsEOYFMV |
| Total Assets BOY | 48233714 | TotalAssetsBOY |
| Total Assets EOY | 58839900 | TotalAssetsEOY |
| Total Assets EOYFMV | 60034372 | TotalAssetsEOYFMV |
| Grants Payable EOY | 105000 | GrantsPayableEOY |
| Other Liabilities BOY | 63258 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 200 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 63258 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 105200 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 48170456 | UnrestrictedBOY |
| Unrestricted EOY | 58734700 | UnrestrictedEOY |
| Total Net Assets BOY | 48170456 | TotalNetAssetsBOY |
| Total Net Assets EOY | 58734700 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 48233714 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 58839900 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 48170456 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -48257 | ExcessOfRevenueOverExpenses |
| Other Increases | 10612501 | OtherIncreases |
| Subtotal | 58734700 | Subtotal |
| Total Net Assets Fund Balances EOY | 58734700 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (46 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 |
|---|---|---|---|---|---|---|---|
| BELLE MEADE LOT 17 | P | 2000-01-01 | 2010-11-05 | 25047 | 8741 | 16306 | 16306 |
| 206160 PIMCO LOW DURATION | P | 2009-08-25 | 2010-11-19 | 2200000 | 2084276 | 115724 | 115724 |
| 450 RAYONIER | P | 2009-08-21 | 2010-01-19 | 88850 | 88850 | 88850 | |
| 7800 VALSPAR CORP | P | 2007-12-14 | 2010-11-11 | 250224 | 182006 | 68218 | 68218 |
| 1800 WOLVERINE WORLDWIDE | P | 2005-12-27 | 2010-11-02 | 51846 | 40770 | 11076 | 11076 |
| 1200 VALSPAR CORP | P | 2007-12-14 | 2010-10-02 | 38689 | 28001 | 10688 | 10688 |
| 1400 MCCORMICK & CO | P | 2007-11-27 | 2010-11-02 | 61549 | 53309 | 8240 | 8240 |
| 500 WW GRAINGER INC | P | 2005-08-29 | 2010-11-02 | 62444 | 31616 | 30828 | 30828 |
| 400 GENUINE PARTS CO | P | 2007-12-10 | 2010-11-02 | 19077 | 19739 | -662 | -662 |
| 1300 CHEVRON | P | 2000-07-03 | 2010-11-02 | 106379 | 53873 | 52506 | 52506 |
| 1500 WOLVERINE WORLDWIDE | P | 2005-12-27 | 2010-10-15 | 44893 | 34223 | 10670 | 10670 |
| 5000 QUESTAR CORP | P | 2010-01-29 | 2010-10-15 | 84800 | 71360 | 13440 | 13440 |
| 5000 QEP RESOURCES | P | 2010-01-29 | 2010-10-15 | 151821 | 139230 | 12591 | 12591 |
| 4000 NORTHERN TRUST CORP | P | 2007-02-21 | 2010-09-10 | 191679 | 241162 | -49483 | -49483 |
| 945 MCCORMICK & CO | P | 2007-11-27 | 2010-09-10 | 38561 | 35984 | 2577 | 2577 |
| 1700 LINEAR TECHNOLOGY | P | 2007-02-21 | 2010-09-10 | 51091 | 53066 | -1975 | -1975 |
| 11000 ARTHUR J GALLAGHER & CO | P | 2007-02-21 | 2010-09-10 | 280139 | 316843 | -36704 | -36704 |
| 4000 H&R BLOCK | P | 2010-04-19 | 2010-07-29 | 61413 | 72197 | -10784 | -10784 |
| 6125 VERIZON COMMUNICATIONS | P | 2009-03-26 | 2010-04-30 | 178234 | 187391 | -9157 | -9157 |
| 2425 VERIZON COMMUNICATIONS | P | 2009-10-23 | 2010-04-30 | 70566 | 70711 | -145 | -145 |
| 5600 PROGRESS ENERGY | P | 2009-01-13 | 2010-04-30 | 220804 | 213175 | 7629 | 7629 |
| 5500 ABBOTT LABS | P | 2004-06-03 | 2010-02-01 | 292682 | 232291 | 60391 | 60391 |
| 8000 WALGREEN CO | P | 2008-02-13 | 2010-01-29 | 290303 | 326871 | -36568 | -36568 |
| 1000 JOHNSON & JOHNSON | P | 2000-07-03 | 2010-01-29 | 63059 | 34095 | 28964 | 28964 |
| 10 LUBRIZOL CORP | P | 2010-10-13 | 2010-12-20 | 2778 | 2778 | 2778 | |
| 18 FREEPORT MCMORAN | P | 2010-08-18 | 2010-11-22 | 13746 | 13746 | 13746 | |
| 1800 FREEPORT MCMORAN | P | 2008-11-08 | 2010-11-19 | 125812 | 69572 | 56240 | 56240 |
| 2400 NOBLE CORP | P | 2008-10-16 | 2010-11-16 | 86706 | 64001 | 22705 | 22705 |
| 3500 CVS/CAREMARK | P | 2009-11-05 | 2010-11-16 | 103242 | 99861 | 3381 | 3381 |
| 5 FREEPORT MCMORAN | P | 2010-08-18 | 2010-10-13 | 3818 | 3818 | 3818 | |
| 500 FREEPORT MCMORAN | P | 2008-11-04 | 2010-10-12 | 34943 | 19325 | 15618 | 15618 |
| 1000 LABORATORY CORPORATION OF AMERICA | P | 2008-06-25 | 2010-09-17 | 74614 | 70109 | 4505 | 4505 |
| 46 FREEPORT MCMORAN | P | 2010-05-24 | 2010-06-21 | 41662 | 7092 | 34570 | 34570 |
| .72 FREEPORT MCMORAN | P | 2008-11-04 | 2010-05-04 | 56 | 28 | 28 | 28 |
| 55 BLACKSTONE GROUP LP | P | 2010-02-02 | 2010-03-22 | 3531 | 3531 | 3531 | |
| 25 BEST BUY | P | 2010-02-10 | 2010-03-22 | 2704 | 2704 | 2704 | |
| 700 ALCON INC | P | 2009-09-15 | 2010-03-12 | 113722 | 95056 | 18666 | 18666 |
| 30 WELLS FARGO | P | 2009-01-21 | 2010-01-12 | 12444 | 33555 | -21111 | -21111 |
| 805 WW GRAINGER INC | P | 2010-02-04 | 2010-11-24 | 101591 | 80202 | 21389 | 21389 |
| 2682 HALLIBURTON COMPANY | P | 2010-02-04 | 2010-08-20 | 74695 | 77641 | -2946 | -2946 |
| 666 FRONTIER COMMUNICATIONS | P | 2010-02-04 | 2010-09-13 | 5116 | 4682 | 434 | 434 |
| 1487 BP AMOCO PLC ADR | P | 2010-02-04 | 2010-06-16 | 44609 | 79755 | -35146 | -35146 |
| 2680 CATERPILLAR INC DEL | P | 2007-10-31 | 2010-02-03 | 143188 | 200250 | -57062 | -57062 |
| 2745 ALTRIA GROUP | P | 2007-10-31 | 2010-02-03 | 54160 | 60883 | -6723 | -6723 |
| MK PRIVATE EQUITY FUND | P | 2001-01-01 | 2010-01-01 | 58143 | 58143 | 58143 | |
| MK EARLY STAGE FUND | P | 2001-01-01 | 2010-01-01 | 81842 | -81842 | -81842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 450646 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 146385 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2955178 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 47045570 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06282 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3575775 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 56381209 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06342 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3464017 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 72690570 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04765 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1906484 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 71586261 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.02663 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2369283 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 64567914 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.03669 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.23722 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04744 | AverageDistributionRatio |
| Net Noncharitable Assets | 53977125 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2560837 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 17181 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2578018 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2164796 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 34362 | InvestmentIncomeExciseTax |
| Subtotal | 34362 | Subtotal |
| Tax Based On Investment Income | 34362 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 58840 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 58840 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 425 | PenaltyForUnderpayment |
| Overpayment | 24053 | Overpayment |
| Amount Credited To Next Year | 24053 | AmountCreditedToNextYear |
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 |
| Form990 T Filed | false | Form990TFiled |
| 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON KNOX | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7065951907 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3133 Washington Rd N W | AddressLine1 |
| City | THOMSON | City |
| State | GA | State |
| ZIP Code | 30824 | 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|---|
| JEFFERSON B A KNOX | |||||||
| P O BOX 26 | THOMSON | GA | 30824 | DIRECTOR | 40.00 | 120000 | 30000 |
| BOONE A KNOX | |||||||
| PO BOX 26 | THOMSON | GA | 30824 | Trustee | 0.00 | 0 | |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUDY WHIDDON | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 26 | AddressLine1 |
| City | THOMSON | City |
| State | GA | State |
| ZIP Code | 30824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATIVE | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 91000 | Compensation |
| Employee Benefits | 22750 | EmployeeBenefits |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 47434012 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1954741 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 5410359 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 54799112 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 54799112 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 821987 | CashDeemedCharitable |
| Net Noncharitable Assets | 53977125 | NetNoncharitableAssets |
| Minimum Investment Return | 2698856 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2698856 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 34362 | TaxBasedOnInvestmentIncome |
| Total Tax | 34362 | TotalTax |
| Distributable Amount Before Adj | 2664494 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2664494 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2664494 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2164796 | ExpensesAndContributions |
| Qualifying Distributions | 2164796 | QualifyingDistributions |
| Adj Qualifying Distributions | 2164796 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2664494 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1971506 | UndistributedIncomePriorYear |
| Qualifying Distributions | 2164796 | QualifyingDistributions |
| Applied To Year1 | 1971506 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 193290 | AppliedToCurrentYear |
| Undistributed Income CY | 2471204 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFERSON B A KNOX | ContributingManager |
| Contributing Manager | BOONE A KNOX | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KNOX FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3133 WASHINGTON RD | AddressLine1 |
| City | THOMSON | City |
| State | GA | State |
| ZIP Code | 30814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7065951907 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORMAT | FormAndInfoAndMaterials |
| Submission Deadlines | NO SPECIFIC DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (105 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| WOODLAWN METHODIST CHURCH | |||||||
| 2220 Walton Way | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| WOMEN IN PHILANTHROPY | |||||||
| 1800 Main Street | COLUMBIA | SC | 29201 | NONE | EXEMPT | GENERAL SUPPORT | $2,010 |
| WALTON FOUNDATION FOR INDEPENDENCE | |||||||
| 1355 Independence Drive | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $25,450 |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||
| 394 South Milledge Avenue | ATHENS | GA | 30602 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| THOMSON HIGH SCHOOL ATHLETIC BOOSTE | |||||||
| 1160 Whiteoak Road | THOMSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| SMILE TRAIN | |||||||
| 41 Madison Ave 28th Floor | NEW YORK | NY | 10010 | NONE | EXEMPT | GENERAL SUPPORT | $500 |
| SHILOH COMPREHENSIVE COMMUNITY CENT | |||||||
| 1635 15th Street | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| PRESS ON - THE PATRICK R CHANCE FUN | |||||||
| 11050 Pioneer Trail SUITE 202 | TRUCKEE | CA | 96161 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| MORRIS MUSEUM OF ART | |||||||
| 1 Tenth Street | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| LUCY CRAFT LANEY THE DELTA HOUSE IN | |||||||
| 1116 Phillips Street | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $7,500 |
| HEIFER INTERNATIONAL | |||||||
| 1 World Avenue | LITTLE ROCK | AR | 72202 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| HARRY JACOBS CHAMBER MUSIC SOCIETY | |||||||
| Post Box No 15286 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| GOODWILL INDUSTRIES OF MIDDLE GA IN | |||||||
| 3021 - E Riverwatch Parkway | AUGUSTA | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT | $100,000 |
| GEORGIA PUBLIC BROADCASTING | |||||||
| 260 14th Street NW | ATLANTA | GA | 30318 | NONE | EXEMPT | GENERAL SUPPORT | $6,000 |
| GEORGIA METH PROJECT INC | |||||||
| PO Box 724436 | ATLANTA | GA | 31139 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 Poinsett Highway | GREENVILLE | SC | 29613 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 802 N Liberty St | WAYNESBORO | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| FERST FOUNDATION FOR CHILDHOOD | |||||||
| PO Box 1327 | MADISON | GA | 30650 | NONE | EXEMPT | GENERAL SUPPORT | $50,000 |
| EAST LAKE COMMUNITY FOUNDATION INC | |||||||
| 2606 ALSTON DRIVE | ATLANTA | GA | 30317 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| DAVIS LOVE FOUNDATION | |||||||
| 100 Brunswick Avenue | ST SIMONS ISLAND | GA | 31522 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| CHARLES F CHAPMAN SCHOOL | |||||||
| 4343 SE St Lucie Blvd | STUART | FL | 34997 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| CASHIERS HISTORICAL SOCIETY | |||||||
| 1940 Highway 107 S | CASHIERS | NC | 28717 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| CARPE DIEM FARM | |||||||
| 544 Western Rhodes Drive | HIGHLANDS | NC | 28741 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| AUGUSTA TRAINING SHOP | |||||||
| 1704 Jenkins Street | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| AUGUSTA STATE BIRDIE CLUB | |||||||
| PO BOX 14127 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERAL SUPPORT | $1,500 |
| AUGUSTA ROWING CLUB | |||||||
| 101 Riverfront Dr | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| AUGUSTA JAZZ PROJECT | |||||||
| 1967 Battle Row | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| AUGUSTA CHARITY CLASSIC FUND | |||||||
| PO Box 204168 | AUGUSTA | GA | 30917 | NONE | EXEMPT | GENERAL SUPPORT | $1,600 |
| 12 BANDS OF CHRISTMAS INC | |||||||
| PO Box 12623 | AUGUSTA | GA | 30914 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| UNITED METHODIST CHILDRENS HOME | |||||||
| 325 8TH STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT. | $10,000 |
| TRINITY ON THE HILL | |||||||
| 1330 MONTE SANTO AVE | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT. | $43,390 |
| PAINE COLLEGE | |||||||
| 1235 15TH ST | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT. | $3,500 |
| MANNA INC | |||||||
| PO BOX 295 | THOMSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT. | $25,000 |
| MADISON MORGAN CULTURAL CENTER | |||||||
| 434 S MAIN STREET | MADISON | GA | 30650 | NONE | EXEMPT | GENERAL SUPPORT. | $5,000 |
| IMPERIAL THEATER | |||||||
| 749 BROAT ST | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT. | $15,000 |
| COORDINATED HEALTH SERVICES | |||||||
| 2110 BROAD ST | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT. | $6,249 |
| CHRIST COMMUNITY HEALTH SERVICE | |||||||
| 1226 DANTIGNAC DR | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT. | $50,000 |
| AUGUSTA EXCHANGE CLUB CHARITY | |||||||
| PO BOX 3884 | AUGUSTA | GA | 30914 | NONE | EXEMPT | GENERAL SUPPORT. | $5,920 |
| AUGUSTA CHRISTIAN SCHOOLS | |||||||
| 313 BASTON RD | MARTINEZ | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT. | $25,000 |
| AUGUSTA ARSENAL SOCCER CLUB | |||||||
| 3824 MADDOX RD | AUGUSTA | GA | 30909 | NONE | EXEMPT | GENERAL SUPPORT. | $6,300 |
| UGA MUSEUM OF ART | |||||||
| 394 S MILLEDGE AVE STE 142 | ATHENS | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| THOMSON-MCDUFFIE LIBRARY | |||||||
| 338 MAIN ST | THOMSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT | $14,000 |
| THOMSON-MCDUFFIE CHAMBER OF COMMERC | |||||||
| 111 RAILROAD ST | THOMSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT | $5,460 |
| ST SIMONS LAND TRUST | |||||||
| 1624 FREDERICA RD STE 6 | ST SIMONS ISLAND | GA | 31522 | NONE | EXEMPT | GENERAL SUPPORT | $1,500 |
| PS KNOX JR COMMUNITY CENTER | |||||||
| 326 GREENE STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| MCDUFFIE MEDICAL CENTER | |||||||
| 521 HILL ST SW | THOMSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT | $5,500 |
| GIRL SCOUTS OF HISTORIC GEORGIA | |||||||
| 4150 F A A ROAD | CUMMING | GA | 30041 | NONE | EXEMPT | GENERAL SUPPORT | $45,000 |
| GEORGIA CATTLEMEN'S FOUNDATION | |||||||
| 100 CATTLEMENS DR | MACON | GA | 31220 | NONE | EXEMPT | GENERAL SUPPORT | $2,000 |
| NEW BETHLEHEM COMMUNITY CTR | |||||||
| 1336 CONKLIN AVE | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| GIRLS PREPARATORY SCHOOL | |||||||
| PO BOX 4736 | CHATTANOOGA | TN | 37405 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| COASTAL EMPIRE POLIO SURVIVORS | |||||||
| 112 VAN NUYS BLVD | SAVANNAH | GA | 31419 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| UGA TEE-OFF CLUB | |||||||
| 120 PENDLETON DR | ATHENS | GA | 30606 | NONE | EXEMPT | GENERAL SUPPORT | $2,000 |
| THE LYDIA PROJECT INC | |||||||
| 1321 ARSENAL AVE | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| JUNIOR ACHIEVEMENT OF GEORGIA | |||||||
| PO BOX 1089 | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $16,100 |
| COLLEGE OF CHARLESTON FOUNDATI | |||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| AQUINAS HIGH SCHOOL | |||||||
| 1920 HIGHLAND AVENUE | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $25,850 |
| STORYLAND THEATRE | |||||||
| PO BOX 14875 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| ST JOHN UMC | |||||||
| PO BOX 444 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERAL SUPPORT | $4,000 |
| WESTMINISTER SCHOOL | |||||||
| 3067 WHEELER ROAD | AUGUSTA | GA | 30909 | NONE | EXEMPT | GENERAL SUPPORT | $32,500 |
| JUD C HICKEY CENTER | |||||||
| 1901 CENTRAL AVE | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $8,000 |
| HERITAGE ACADEMY | |||||||
| 2230 BROAD STREET | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $33,600 |
| AUGUSTA MINI THEATRE | |||||||
| 430 8TH STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| UNIVERSITY HEALTH CARE FOUNDAT | |||||||
| 2100 CENTRAL AVE SUITE D-1 | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $11,500 |
| RACHEL LONGSTREET FOUNDATION | |||||||
| PO BOX 2247 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| MOLLYS MILITIA INC | |||||||
| 501 LAUREL LAKES DRIVE | BELVEDERE | SC | 29860 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| CHURCH OF THE GOOD SHEPHERD | |||||||
| 1105 FURYS LANE STE C | MARTINEZ | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT | $30,000 |
| MCCALLIE SCHOOL | |||||||
| 500 DODDS AVENUE | CHATTANOOGA | TN | 37404 | NONE | EXEMPT | GENERAL SUPPORT | $1,500 |
| EASTER SEALS | |||||||
| PO BOX 2441 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| SE NATURAL SCIENCES | |||||||
| 1858 LOCK DAM RD | AUGUSTA | GA | 30906 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| AUGUSTA MUSEUM OF HISTORY | |||||||
| 560 REYNOLDS ST | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERAL SUPPORT | $58,000 |
| AUGUSTA PREPARATORY DAY | |||||||
| 285 FLOWING WELLS ROAD | AUGUSTA | GA | 30907 | NONE | EXEMPT | GENERAL SUPPORT | $52,801 |
| BOYS GIRLS CLUB AUGUSTA | |||||||
| 1903 DIVISION STREET | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $6,000 |
| ACTIVITIES COUNCIL OF THOMSON | |||||||
| PO BOX 674 | THOMSON | GA | 30824 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| INTERFAITH HOSPITALITY | |||||||
| 2177 CENTRAL AVENUE | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $32,500 |
| FELLOWSHIP OF CHRISTIAN | |||||||
| PO BOX 204168 | AUGUSTA | GA | 30917 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| FORE AUGUSTA | |||||||
| 3165 DAMASCUS ROAD | AUGUSTA | GA | 30909 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| BOYS GIRLS CLUB THOMSON | |||||||
| 1903 DIVISION STREET | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERAL SUPPORT | $50,000 |
| HOPE HOUSE FOR WOMEN | |||||||
| PO BOX 3597 | AUGUSTA | GA | 30914 | NONE | EXEMPT | GENERAL SUPPORT | $12,000 |
| WIMBERLY HOUSE MINISTRIES | |||||||
| PO BOX 50 | WAYNESBORO | GA | 30830 | NONE | EXEMPT | GENERL SUPPORT | $10,000 |
| WESLEYAN COLLEGE | |||||||
| 4760 FORSYTH ROAD | MACON | GA | 31210 | NONE | EXEMPT | GENERL SUPPORT | $100,000 |
| SALVATION ARMY | |||||||
| PO BOX 2523 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $3,000 |
| FAMILY Y | |||||||
| 3617 WALTON WAY | AUGUSTA | GA | 30909 | NONE | EXEMPT | GENERL SUPPORT | $20,000 |
| AUGUSTA COLLEGIUM MUSICUM | |||||||
| 2644 HENRY STREET | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERL SUPPORT | $2,000 |
| AMERICAN RED CROSS | |||||||
| 1322 ELLIS STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $70,000 |
| CHILD ENRICHMENT INC | |||||||
| PO BOX 12036 | AUGUSTA | GA | 30914 | NONE | EXEMPT | GENERL SUPPORT | $35,000 |
| AUGUSTA URBAN MINISTRIES | |||||||
| PO BOX 2001 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $29,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 539 | THOMSON | GA | 30824 | NONE | EXEMPT | GENERL SUPPORT | $3,000 |
| TUESDAY MUSIC LIVE | |||||||
| 605 REYNOLDS ST | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $5,000 |
| EMPTY STOCKING FUND | |||||||
| PO BOX 1928 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $5,000 |
| ART FACTORY | |||||||
| 1510 JOHNS ROAD | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERL SUPPORT | $10,000 |
| UNITED WAY OF CSRA | |||||||
| PO BOX 1724 | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERL SUPPORT | $20,000 |
| SACRED HEART CULTURAL CENTER INC | |||||||
| 1301 GREENE STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $142,500 |
| HISTORIC AUGUSTA INC | |||||||
| PO BOX 37 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $11,500 |
| THE HALE FOUNDATION | |||||||
| 402 WALKER STREET | AUGUSTA | GA | 30902 | NONE | EXEMPT | GENERL SUPPORT | $25,000 |
| GREATER AUGUSTA ARTS COUNCIL | |||||||
| 1301 GREEN STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $15,000 |
| GOLDEN HARVEST FOOD BANK | |||||||
| 3310 COMMERCE DRIVE | AUGUSTA | GA | 30909 | NONE | EXEMPT | GENERL SUPPORT | $30,000 |
| GERTRUDE HERBERT ART INS | |||||||
| 506 TELFAIR STREET | AUGUSTA | GA | 30901 | NONE | EXEMPT | GENERL SUPPORT | $45,000 |
| GACAROLINA COUNCILBSA | |||||||
| PO BOX 2247 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $12,800 |
| CSRA HUMANE SOCIETY | |||||||
| PO BOX 14667 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERL SUPPORT | $25,000 |
| AUGUSTA SYMPHONY | |||||||
| PO BOX 579 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $65,800 |
| AUGUSTA PLAYERS INC | |||||||
| PO BOX 2352 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $30,000 |
| AUGUSTA OPERA ASSOCIATION | |||||||
| PO BOX 240 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $25,000 |
| AUGUSTA CHORAL SOCIETY | |||||||
| PO BOX 1402 | AUGUSTA | GA | 30903 | NONE | EXEMPT | GENERL SUPPORT | $28,000 |
| AUGUSTA CHILDREN CHORALE | |||||||
| PO BOX 115383 | AUGUSTA | GA | 30919 | NONE | EXEMPT | GENERL SUPPORT | $17,000 |
| AUGUSTA BALLET INC | |||||||
| 1301 GREEN ST | AUGUSTA | GA | 30904 | NONE | EXEMPT | GENERL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1988830 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,496,854 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $128,371 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $450,646 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLEANOUS RECEIPTS | Description |
| Exclusion Code | 19 | ExclusionCode |
| Exclusion | $12,510 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,088,381 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2088381 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 4 | THE GEORGE ANN KNOX CLAT TRUST | PO BOX 26 | THOMSON | GA | 30824 | 187266 | X |
| 3 | THE PAT KNOX DAK CLAT TRUST | PO BOX 927 | AUGUSTA | GA | 30907 | 75013 | X |
| 2 | THE PAT KNOX JKL CLAT TRUST | PO BOX 927 | AUGUSTA | GA | 30907 | 75013 | X |
| 1 | BOONE A KNOX | PO BOX 26 | THOMSON | GA | 30824 | 75000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAIRD & CO CPAS | Category |
| Amount | $7,650 | Amount |
| Net Investment Income | 3825 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 3825 | DisbursementsCharitablePrps |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee Name | JUDY WHIDDON | EmployeeName |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (10 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| US BANCORP 7,189% | 79013 | 79013 |
| PIMCO LOW DURATION | 2996476 | 2996476 |
| MORGAN STANLEY | 57840 | 57840 |
| BANK OF AMERICA -3,000 SH | 46020 | 46020 |
| WELLS FARGO | 180099 | 180099 |
| WACHOVIA CAP 7.85% | 274040 | 274040 |
| SUNTRUST CAPITAL 7.875% | 183251 | 183251 |
| REGIONS FINANCING - 8.875% | 308238 | 308238 |
| BANK OF AMERICA 7.25% | 119621 | 119621 |
| BB&T CAP 8.95% | 68625 | 68625 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (78 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MYLAN LABS INC - 4,500 SH | 95085 | 95085 |
| GLOBAL PAYMENTS INC - 2,200 SH | 101662 | 101662 |
| FREEPORT MCMORAN COPPER - 31 SH | 3723 | 3723 |
| BEST BUY CO INC - 1,500 SH | 51435 | 51435 |
| AMEDISYS INC - 1,500 SH | 50250 | 50250 |
| TEVA PHARMACEUTICAL INDS - 4,900 SH | 255437 | 255437 |
| TARGET CORP - 5,000 SH | 300650 | 300650 |
| CHARLES SCHWAB - 18,100 SH | 309691 | 309691 |
| PAYCHEX INC - 9,700 SH | 299827 | 299827 |
| ELI LILLY & CO - 6,300 SH | 220752 | 220752 |
| ILLINOIS TOOL WORKS INC - 5,500 SH | 293700 | 293700 |
| FEDERATED INVESTORS, INC - 11,300 SH | 295721 | 295721 |
| BROWN & BROWN INC - 12,800 SH | 306432 | 306432 |
| BAKER HUGHES INC - 6,200 SH | 354454 | 354454 |
| TYCO ELECTRONICS LTD - 3,213 SH | 113740 | 113740 |
| ACE LTD - 1,664 SH | 103584 | 103584 |
| WALMART STORES INC - 1,542 SH | 83160 | 83160 |
| VERIZON COMMUNICATIONS - 2,775 SH | 99290 | 99290 |
| VF CORP - 1,000 SH | 86180 | 86180 |
| UNITED PARCEL SERVICE - 1,407 SH | 102120 | 102120 |
| PFIZER INC - 4,287 SH | 75065 | 75065 |
| PEPSICO INC - 1,349 SH | 88130 | 88130 |
| PACKAGING CORP OF AMERICA - 3,704 SH | 95711 | 95711 |
| MICROCHIP TECH, INC - 3,106 SH | 106256 | 106256 |
| MERCK & CO, INC - 3,000 SH | 108120 | 108120 |
| MARATHON OIL CORP - 2,500 SH | 92575 | 92575 |
| INTEL CORP - 4,043 SH | 85024 | 85024 |
| EMERSON ELECTRIC CO - 1,800 SH | 102906 | 102906 |
| DEERE & CO - 1,572 SH | 130555 | 130555 |
| DARDEN RESTAURANTS INC - 2,000 SH | 92880 | 92880 |
| CHEVRON CORP - 1,108 SH | 101105 | 101105 |
| CARDINAL HEALTH - 2,408 SH | 92250 | 92250 |
| BB&T CORPORATE - 4,000 SH | 105160 | 105160 |
| FLUOR - 2300 SHS | 152398 | 152398 |
| PARTNER RE LIMITED - 3200 SHS | 257120 | 257120 |
| UNITED PARCEL SERVICE - 4150 SHS | 301207 | 301207 |
| MERCK - 7000 SHS | 252280 | 252280 |
| LOWES - 10000 SHS | 250800 | 250800 |
| INTEL - 13,700 SHS | 288111 | 288111 |
| HUDSON CITY BANCORP - 23,375 SHS | 297798 | 297798 |
| CULLEN FROST BANKERS - 5,100 SHS | 311712 | 311712 |
| STRYKER CORP - 5575 SHS | 299378 | 299378 |
| T ROWE PRICE - 4700 SHS | 303338 | 303338 |
| HOLLY CORP - 3500 SHS | 142695 | 142695 |
| MICROSOFT - 20,000 SHS | 558200 | 558200 |
| MK FUND OF FUNDS II | 665000 | 665000 |
| GENUINE PARTS - 5800 SHS | 297772 | 297772 |
| GOOGLE - 290 SHS | 172251 | 172251 |
| APPLE - 1,070 SHS | 345139 | 345139 |
| AMAZON - 2,280 SHS | 410400 | 410400 |
| PROCTOR & GAMBLE - 4,900 SHS | 315217 | 315217 |
| PEPSICO - 4,650 SHS | 303785 | 303785 |
| MCCORMICK - 6,080 SHS | 282902 | 282902 |
| LINEAR TECHNOLOGY - 8,300 SHS | 287097 | 287097 |
| HENDERSON INTL OPPORT 90,124 SHS | 1900723 | 1900723 |
| 4600 SHRS HELMERICH & PAYNE INC | 223008 | 223008 |
| 8,700 SHS WOLVERINE WORLD WIDE | 277356 | 277356 |
| 2,100 SHS INTL BUSINESS MACHINES CORP | 308196 | 308196 |
| 2,100 SHS W.W. GRAINGER INC | 290031 | 290031 |
| 89,700 SHS AT&T INC | 284986 | 284986 |
| 50,000 SHS AT&T | 1469000 | 1469000 |
| 10,000 SHS CITIGROUP | 47300 | 47300 |
| RAYONIER INC - 90,000 SHS | 4726800 | 4726800 |
| GENERAL DYNAMICS 4,300 SHS | 305128 | 305128 |
| GE 30,000 SHS | 548700 | 548700 |
| BELLE MEADE - 5010 SHS | 11000 | 11000 |
| 14,700 SHS PRUDENTIAL FINANCIAL | 863037 | 863037 |
| 1,280 SHS COUSINS PROPERTIES | 10680 | 10680 |
| 3,300 SHS CHEVRON TEXACO | 301125 | 301125 |
| 2,866 SHS WELLS FARGO | 88817 | 88817 |
| 4,000 SHS JOHNSON & JOHNSON | 247400 | 247400 |
| 4,075 SHS EXXON MOBILE CORP | 297964 | 297964 |
| 10,000 SHS INTEL CORP | 210300 | 210300 |
| 175 SHS ALTRIA GROUP | 4309 | 4309 |
| 50,000 SHS FAMILY DOLLAR STORES | 2485500 | 2485500 |
| 359,678 SHS EQUITY RESID PROPERTIES | 18685272 | 18685272 |
| 174,497 SHS COUSINS PROPERTIES | 1455302 | 1455302 |
| 179,017 SHS REGIONS FINANCIAL CORP | 1253119 | 1253119 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Book ValueBookValue | EOYFMVEOYFMV | Accumulated DepreciationAccumulatedDepreciation |
|---|---|---|---|---|
| Land | 1418325 | 1418325 | 1418325 | |
| Buildings | 3622864 | 2453570 | 3622864 | 1169294 |
| Furniture and Fixtures | 31118 | 5940 | 31118 | 25178 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 150,756 SH CORPORATE PROPERTIES ASSOC | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 1507563 | BookValue |
| EOYFMV | 1507563 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KNOX & SWAN | Category |
| Amount | $187 | Amount |
| Net Investment Income | 93 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 94 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| NOTES RECEIVABLE | 73500 | 68500 | 68500 |
| ACCRUED DIVIDENDS | 129351 | 164553 | 164553 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Rental Expenses | 150848 | 150848 | |
| SURVEY | 300 | 300 | |
| POSTAGE | 70 | 35 | 35 |
| PORTFOLIO EXPENSES - MK PRIVATE EQUITY | 13202 | 13202 | |
| PORTFOLIO EXPENSES - MK EARLY STAGE | 557 | 557 | |
| COMPUTER | 386 | 193 | 193 |
| DUES | 6608 | 3304 | 3304 |
| TELEPHONE EXPENSES | 1339 | 670 | 669 |
| OFFICE SUPPLIES | 138 | 69 | 69 |
| MISCELLANEOUS EXPENSE | 24065 | 12033 | 12032 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLEANOUS RECEIPTS | Description |
| Revenue And Expenses Per Books | 12510 | RevenueAndExpensesPerBooks |
| Net Investment Income | 12510 | NetInvestmentIncome |
| Adjusted Net Income | 12510 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| K-1 ADJUSTMENTS | $557 |
| K-1 ADJUSTMENTS | $13,202 |
| UNREALIZED GAIN ON FMV OF INVESTMENTS | $10,598,742 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $100,616 | Amount |
| Net Investment Income | 100616 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $296 | 296 | |
| PAYROLL TAXES | $15,323 | 7662 | 7661 |
| EXCISE TAX | $13,840 |
Comments