LULUMA CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LULUMA CHARITABLE TR (EIN 36-7754898)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202631269349103868
- Schema version
- 2025v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T17:01:44-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367754898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LULUMA CHARITABLE TRUST XXXXX8009 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LULU | BusinessNameControlTxt |
| Phone | 8004962583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JPMORGAN TRUST COMPANY OF DELAWARE | PersonNm |
| Person Title | ExecDirector | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2026-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2026-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,315,345 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $498,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $498,516 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,782,759 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,364,374 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,782,759 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,281,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,281,275 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $105,153 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $65,153 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $22,862 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,862 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,995 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,458 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $174,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,473 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,187,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,187,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,361,310 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,473 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,227,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,080,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,187,802 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $423,777 | CashBOYAmt |
| Cash EOY | $812,284 | CashEOYAmt |
| Cash EOYFMV | $812,284 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $257,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,311,126 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,311,126 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $11,270,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,212,927 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,099,353 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,861,227 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,085,751 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,092,582 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $689,913 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,502,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,422,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,315,345 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,502,133 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,422,088 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,502,133 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,422,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,502,133 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,422,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,502,133 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,080,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,422,098 | SubtotalAmt |
| Other Decreases | $10 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,422,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. BLUE ARC GLOBAL PRIVATE CREDIT FUND II (TE), L.P. | 1960-11-11 | 2025-01-30 | $1,699,903 | $689,913 | $1,009,990 | $1,009,990 | |
| 5362.253 FIDELITY INTL INDX | 2025-05-22 | $296,854 | $241,212 | $55,642 | $55,642 | ||
| 16144.879 FIDELITY 500 INDEX FUND | 2021-02-03 | 2025-05-22 | $3,280,317 | $2,145,332 | $1,134,985 | $1,134,985 | |
| 4198. JPMORGAN BETABUILDERS JAPAN ETF | 2021-02-03 | 2025-05-22 | $248,794 | $238,745 | $10,049 | $10,049 | |
| 2272. JPMORGAN BETABUILDERS CANADA | 2021-02-03 | 2025-05-22 | $175,160 | $124,983 | $50,177 | $50,177 | |
| 2432. JPMORGAN BETABUILDERS DEVELO | 2021-02-03 | 2025-05-22 | $126,792 | $136,411 | -$9,619 | -$9,619 | |
| 48355.095 SIX CIRCLES US UNCONSTR EQ | 2021-02-03 | 2025-05-22 | $838,961 | $668,267 | $170,694 | $170,694 | |
| 73719.02 SIX CIRCLES INTL UNCON EQ | 2021-02-03 | 2025-05-22 | $936,969 | $741,613 | $195,356 | $195,356 | |
| 72634.168 SIX CIRCLES GLOBAL BOND | 2025-05-22 | $613,759 | $718,488 | -$104,729 | -$104,729 | ||
| 35163.6 SIX CIRCLES CREDIT OPPORT | 2024-01-26 | 2025-05-22 | $312,253 | $309,088 | $3,165 | $3,165 | |
| 9086. VANGUARD TOTAL INTL BOND ETF | 2025-05-22 | $444,260 | $479,412 | -$35,152 | -$35,152 | ||
| 3668. VANGUARD MORTGAGE-BACKED SEC | 2024-11-25 | 2025-05-22 | $165,885 | $169,261 | -$3,376 | -$3,376 | |
| 1125. VANGUARD INT-TERM CORPORATE | 2023-12-06 | 2025-05-22 | $90,906 | $89,162 | $1,744 | $1,744 | |
| 181.538 FIDELITY 500 INDEX FUND | 2021-02-03 | 2025-06-17 | $37,816 | $24,123 | $13,693 | $13,693 | |
| 1002. VANGUARD MORTGAGE-BACKED SEC | 2024-11-25 | 2025-06-17 | $45,857 | $46,237 | -$380 | -$380 | |
| 611. VANGUARD INT-TERM CORPORATE | 2023-12-06 | 2025-06-17 | $49,922 | $48,425 | $1,497 | $1,497 | |
| 1521.952 FIDELITY 500 INDEX FUND | 2021-02-03 | 2025-10-14 | $351,343 | $202,237 | $149,106 | $149,106 | |
| 26669.064 SIX CIRCLES CREDIT OPPORT | 2025-10-14 | $240,822 | $234,373 | $6,449 | $6,449 | ||
| 5945. VANGUARD MORTGAGE-BACKED SEC | 2024-11-25 | 2025-10-14 | $280,411 | $274,333 | $6,078 | $6,078 | |
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,390 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,782,759 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,310 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,310 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,236 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $30,236 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $224 | EsPenaltyAmt |
| Tax Due | $14,298 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN TRUST COMPANY OF DELAWARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004962583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN TRUST COMPANY OF DELAWARE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $105,153 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,126,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,309,902 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,436,425 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,436,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $276,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,159,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $907,994 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $907,994 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,310 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,310 | TotalTaxAmt |
| Distributable Before Adj | $863,684 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $863,684 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $863,684 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,227,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,227,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $863,684 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $290,490 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,193,634 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,711,699 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,195,823 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,227,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $863,684 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,363,616 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,559,439 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,559,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $290,490 | ExcessFromYear3Amt |
| Excess From Year2 | $5,193,634 | ExcessFromYear2Amt |
| Excess From Year1 | $10,711,699 | ExcessFromYear1Amt |
| Excess From Current Year | $7,363,616 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (183 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TEACHERS CLOSET | ||||||||
| 1526 E FORREST AVE | EAST POINT | GA | 30344 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LIBRARY DADS | ||||||||
| 8735 DUNWOODY PL STE N | ATLANTA | GA | 30350 | NONE | PC | GENERAL OPERATING | $10,000 | |
| SAVE THE MUSIC FOUNDATION | ||||||||
| 1515 BROADWAY FL 21 | NEW YORK CITY | NY | 10036 | NONE | PC | GENERAL OPERATING | $75,000 | |
| SPECIAL NEEDS SCHOOL OF GWINNETT | ||||||||
| 660 DAVIS RD | LAWRENCEVILLE | GA | 30046 | NONE | PC | GENERAL OPERATING | $50,000 | |
| SIDE BY SIDE BRAIN INJURY CLUBHOUSE | ||||||||
| 1001 MAIN ST | STONE MOUNTAIN | GA | 30083 | NONE | PC | GENERAL OPERATING | $100,000 | |
| CAREER VILLAGE | ||||||||
| 1475 COLUMBIA CT | PALO ALTO | CA | 94304 | NONE | PC | GENERAL OPERATING | $20,000 | |
| ONE WORLD LINK (OWL) | ||||||||
| 2581 SULLIVAN RD | COLLEGE PARK | GA | 30337 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CABBAGETOWN INITIATIVE COMM DEVT CORP | ||||||||
| 177 ESTORIA ST SE | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING | $25,000 | |
| ATLANTA FULTON PUBLIC LIBRARY FNDN | ||||||||
| 1 MARGARET MITCHEL SQ NW | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $20,000 | |
| BRAVEN | ||||||||
| 100 N LA SALLE ST STE 310 | CHICAGO | IL | 60602 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HOUSE PROUD ATLANTA | ||||||||
| 410 ENGLEWOOD AVE SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $50,000 | |
| PISTON FOUNDATION | ||||||||
| P O BOX 8179 | STAMFORD | CT | 06905 | NONE | PC | GENERAL OPERATING | $50,000 | |
| LIFELINE ANIMAL PROJECT | ||||||||
| 3180 PRESIDENTIAL DRIVE | ATLANTA | GA | 30340 | NONE | PC | GENERAL OPERATING | $75,000 | |
| FURKIDS | ||||||||
| 5235 UNION HILL ROAD | CUMMING | GA | 30040 | NONE | PC | GENERAL OPERATING | $100,000 | |
| PAJAMA PROGRAM | ||||||||
| 171 MADISON AVENUE SUITE 1409 | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING | $10,000 | |
| REACH OUT AND READ GA | ||||||||
| 145 OLD SANDHURST LANDING | JOHNS CREEK | GA | 30022 | NONE | PC | GENERAL OPERATING | $15,000 | |
| BERT'S BIG ADVENTURE INC | ||||||||
| PO BOX 420917 | ATLANTA | GA | 30342 | NONE | PC | GENERAL OPERATING | $20,000 | |
| LEAD | ||||||||
| 680 MURPHY AVE SW SUITE 4128 | ATLANTA | FM | 30315 | NONE | PC | GENERAL OPERATING | $30,000 | |
| YOUTHSPARK | ||||||||
| 395 PRYOR ST SW 2117 | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $15,000 | |
| UAE Youth Arts Program | ||||||||
| 232 BRADBERRY ST SW | Atlanta | GA | 303131306 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 135 AUBURN AVENUE SUITE 207 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $75,000 | |
| KATES CLUB INC | ||||||||
| 1190 W DRUID HILLS DR NE | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING | $250,000 | |
| AMANA ACADEMY | ||||||||
| 5540 N ALLEN RD SE | MABLETON | GA | 30126 | NONE | PC | GENERAL OPERATING | $20,000 | |
| WILDERNESS WORKS | ||||||||
| 644 MEMORIAL DR | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $50,000 | |
| LOS NINOS PRIMEROS | ||||||||
| 471 MOUNT VERNON HIGHWAY NE | ATLANTA | GA | 30327 | NONE | PC | GENERAL OPERATING | $40,000 | |
| OUT TEACH | ||||||||
| ONE THOMAS CIRCLE NW STE 700 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FIRST STEP STAFFING | ||||||||
| 302 DECATUR ST | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $100,000 | |
| DECATUR BOOK FESTIVAL | ||||||||
| 500 S COLUMBIA DR | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $50,000 | |
| ORANGE DUFFEL BAG INITIATIVE INC | ||||||||
| 1801 PEACHTREE STREET NE SUITE 300 | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $30,000 | |
| GA Trust for Public Land | ||||||||
| 600 WEST PEACHTREE STREET SUITE 18 | Atlanta | GA | 30308 | NONE | PC | GENERAL OPERATING | $50,000 | |
| NEIGHBOR IN NEED | ||||||||
| 2735 TUPELO ST SE | ATLANTA | GA | 30317 | NONE | PC | GENERAL OPERATING | $100,000 | |
| GREENING YOUTH FOUNDATION | ||||||||
| 50 HURT PLAZA SE SUITE 980 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $20,000 | |
| SHOWABILITY | ||||||||
| 964 RALPH D ABERNATHY BLVD C-20 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $25,000 | |
| THE REVS INSTITUTE INC | ||||||||
| 2500 HORSESHOE DR S | NAPLES | FL | 34104 | NONE | PC | GENERAL OPERATING | $25,000 | |
| PEBBLE TOSSERS | ||||||||
| 1155 MOUNT VERNON HWY STE 800 | ATLANTA | GA | 30338 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GLOBAL VILLAGE PROJECT INC | ||||||||
| PO BOX 1548 | DECATUR | GA | 30031 | NONE | PC | GENERAL OPERATING | $30,000 | |
| DRAWCHANGE INC | ||||||||
| PO BOX 55627 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING | $30,000 | |
| ANGELS AMONG US PET RESCUE | ||||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HOPE (HELPING OTHER PEOPLE BE EMPOWERED) | ||||||||
| PO BOX 3166 | DULUTH | GA | 30096 | NONE | PC | GENERAL OPERATING | $30,000 | |
| THE LITERACY LAB | ||||||||
| 1400 16TH ST NW SUITE 410 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $75,000 | |
| LIVE-THRIVE ATLANTA | ||||||||
| 1110 HILL ST SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $75,000 | |
| BOOKS FOR KEEPS | ||||||||
| PO BOX 49761 | ATHENS | GA | 30604 | NONE | PC | GENERAL OPERATING | $25,000 | |
| BETHESDA COMMUNITY CLINIC | ||||||||
| 111 MOUNTAIN BRROK DR 100 | CANTON | GA | 30115 | NONE | PC | GENERAL OPERATING | $50,000 | |
| COMMUNITY FARMERS MARKETS INC | ||||||||
| 1039 GRANT ST | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $35,000 | |
| NEW AMERICAN PATHWAYS | ||||||||
| 2300 HENDERSON MILL RD | ATLANTA | GA | 30345 | NONE | PC | GENERAL OPERATING | $50,000 | |
| GA BUILDING TRADES ACADEMY | ||||||||
| 501 PULLIAM ST SW 350 | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $40,000 | |
| WOMEN IN TECHNOLOGY | ||||||||
| 1175 PEACHTREE ST NE STE 100 | ATLANTA | GA | 30361 | NONE | PC | GENERAL OPERATING | $25,000 | |
| CAFE MOMENTUM | ||||||||
| 1510 PACIFIC AVE | DALLAS | TX | 75201 | NONE | PC | GENERAL OPERATING | $75,000 | |
| THE SKATEPARK PROJECT | ||||||||
| 1611A S MELROSE DR 360 | VISTA | CA | 92081 | NONE | PC | GENERAL OPERATING | $50,000 | |
| SOUL FOOD CYPHER | ||||||||
| 245 N HIGHLAND AVE SUITE 230-137 | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING | $25,000 | |
| STRIDE AHEAD | ||||||||
| P O BOX 33051 | DECATUR | GA | 30033 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GEORGIA WORKS | ||||||||
| 275 PRYOR ST SW | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $100,000 | |
| HORIZONS ATLANTA | ||||||||
| 505 TENTH ST NW SUITE 3217 | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $20,000 | |
| URBAN OAK INITIATIVE | ||||||||
| 352 UNIVERSITY AVENUE SUITE A119 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $50,000 | |
| VISION TO LEARN | ||||||||
| 12100 WILSHIRE BLVD STE 1275 | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL OPERATING | $100,000 | |
| SECOND HELPINGS ATLANTA | ||||||||
| 970 JEFFERSON ST NW STE 5 | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $15,000 | |
| PATH UNITED | ||||||||
| P O BOX 1087 | LOGANVILLE | GA | 30052 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LOST-N-FOUND YOUTH | ||||||||
| 2855 CHANTILLY DR NE | ATLANTA | GA | 30324 | NONE | PC | GENERAL OPERATING | $15,000 | |
| BEARINGS BIKE WORKS | ||||||||
| 982 MURPHY AVENUE SW | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $50,000 | |
| WHOLESOME WAVE | ||||||||
| 777 CLEVELAND AVE SW440 | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $25,000 | |
| 3D GIRLS INC | ||||||||
| 933 LEE STREET SW SUITE B-1 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FIX GA PETS | ||||||||
| 6300 POWERS FERRY RD 600-191 | ATLANTA | GA | 30339 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CAREING PAWS OF GEORGIA | ||||||||
| 4 TERRACE PARK | NEWNAN | GA | 30265 | NONE | PC | GENERAL OPERATING | $20,000 | |
| CORNERS OUTREACH | ||||||||
| 1854 SHACKLEFORD COURT | NORCROSS | GA | 30093 | NONE | PC | GENERAL OPERATING | $50,000 | |
| CANINE CELLMATES | ||||||||
| 7742 SPALDING DRIVE SUITE 393 | SANDY SPRINGS | GA | 30092 | NONE | PC | GENERAL OPERATING | $75,000 | |
| CHOP ART | ||||||||
| 2336 RIDGECREST LANE | ATLANTA | GA | 30344 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GEEARS | ||||||||
| 3400 PEACHTREE RD NE SUITE 921 | ATLANTA | GA | 30326 | NONE | PC | GENERAL OPERATING | $35,000 | |
| CLARKSTON COMMUNITY HEALTH CENTER | ||||||||
| 3700 MARKET ST SUITE E1 | CLARKSTON | GA | 30021 | NONE | PC | GENERAL OPERATING | $50,000 | |
| READING IS ESSENTIAL FOR ALL PEOPLE | ||||||||
| 2960 ALSTON DRIVE SE | ATLANTA | GA | 30317 | NONE | PC | GENERAL OPERATING | $15,000 | |
| DECATUR MAKERS | ||||||||
| 605 W PONCE DE LEON AVE | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $15,000 | |
| LASKEY'S LUCKY ONES AND VOLUNTEERS | ||||||||
| 2789 S CLARK DR | ATLANTA | GA | 30344 | NONE | PC | GENERAL OPERATING | $10,000 | |
| STEAM TRUCK | ||||||||
| 352 UNIVERSITY AVE SW | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $35,000 | |
| ALCHEMY SKY FOUNDATION INC | ||||||||
| 1097 RHOMBOID STREET | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $10,000 | |
| REIMAGINE ATL | ||||||||
| 830 GLENWOOD AVE SE | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING | $40,000 | |
| SOUTHERN JOURNEY ANIMAL RESCUE AND | ||||||||
| 245 BUTTERNUT CV | BLAIRSVILLE | GA | 30512 | NONE | PC | GENERAL OPERATING | $10,000 | TRANSPORT |
| PAINT LOVE | ||||||||
| 500 S COLUMBIA DR SUITE 242 | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PAWKIDS | ||||||||
| PO BOX 20468 | ATLANTA | GA | 30325 | NONE | PC | GENERAL OPERATING | $30,000 | |
| STAR C CORPORATION | ||||||||
| 1335 D CANTON RD | MARIETTA | GA | 30060 | NONE | PC | GENERAL OPERATING | $20,000 | |
| HELPING MAMAS | ||||||||
| 4487 PARK DR STE A1 | NORCROSS | GA | 30093 | NONE | PC | GENERAL OPERATING | $50,000 | |
| UNDUE MEDICAL DEBT RESOLUTION INC | ||||||||
| 28-07 JACKSON AVE 5TH FL | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HELPING EMPOWER YOUTH | ||||||||
| 933 NEAL STREET NW | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING | $20,000 | |
| 4DWN PROJECT | ||||||||
| 3839 MCKINNEY AVE SUITE 155-757 | DALLAS | TX | 75204 | NONE | PC | GENERAL OPERATING | $150,000 | |
| COMMON GOOD ATLANTA | ||||||||
| 255 MATHEWS AVE NE | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FRANKIE AND ANDYS PLACE | ||||||||
| 653 GAINESVILLE HWY | WINDER | GA | 30680 | NONE | PC | GENERAL OPERATING | $100,000 | |
| THE CONSERVATION FUND | ||||||||
| 825 WARNER ST SW | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $25,000 | |
| CHILDRENS HEALTHCARE OF ATLANTA | ||||||||
| 1575 NORTHEAST EXPY NE | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING | $100,000 | |
| GEORGIA ANIMAL PROJECT | ||||||||
| PO BOX 689 | HOLLY SPRINGS | GA | 30142 | NONE | PC | GENERAL OPERATING | $50,000 | |
| WINGS FOR KIDS | ||||||||
| 174 MEETING ST STE 300 | CHARLESTON | SC | 29401 | NONE | PC | GENERAL OPERATING | $350,000 | |
| SHELTERING ARMS | ||||||||
| 385 CENTENNIAL OLYMPIC PARK DRIVE | ATLANTA | GA | 30313 | NONE | PC | GENERAL OPERATING | $75,000 | |
| YMCA OF METRO ATLANTA | ||||||||
| 569 MARTIN LUTHER KING JR DR NW | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING | $100,000 | |
| EMMAUS HOUSE | ||||||||
| 2744 PEACHTREE RD NW | ATLANTA | GA | 30305 | NONE | PC | GENERAL OPERATING | $50,000 | EPISCOPAL DIOCESE OF ATLANTA |
| CARRIE STEELE PITTS HOME | ||||||||
| 667 FAIRBURN RD NW | ATLANTA | GA | 30331 | NONE | PC | GENERAL OPERATING | $20,000 | |
| ATLANTA HUMANE SOCIETY | ||||||||
| 1551 PERRY BLVD NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $45,000 | |
| MEALS ON WHEELS ATLANTA | ||||||||
| 1705 COMMERCE DRIVE NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $25,000 | |
| KENNESAW STATE UNIVERSITY | ||||||||
| 3391 TOWN POINT DR NW SUITE 4000 | KENNESAW | GA | 30144 | NONE | PC | GENERAL OPERATING | $147,300 | |
| ATLANTA CONTEMPORARY | ||||||||
| 535 MEANS ST NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $20,000 | |
| CENTER FOR PUPPETRY ARTS | ||||||||
| 1404 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $20,000 | |
| GIRLS INC | ||||||||
| 461 MAGNET ST | MARIETTA | GA | 30060 | NONE | PC | GENERAL OPERATING | $20,000 | |
| Atlanta Ronald McDonald House Charities | ||||||||
| 795 GATEWOOD ROAD | NE Atlanta | GA | 30329 | NONE | PC | GENERAL OPERATING | $50,000 | |
| FOCUSED COMMUNITY STRATEGIES | ||||||||
| 1297 MCDONOUGH BLVD SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $50,000 | |
| ATLANTA VOLUNTEER LAWYER FOUNDATION INC | ||||||||
| 235 PEACHTREE STREET SUITE 1750 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $25,000 | |
| ATLANTA COMMUNITY FOOD BANK | ||||||||
| 3400 NORTH DESERT DRIVE | ATLANTA | GA | 30344 | NONE | PC | GENERAL OPERATING | $275,000 | |
| CHRIS 180 | ||||||||
| 1030 FAYETTEVILLE ROAD | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HEALTHY MOTHERS HEALTHY BABIES COALITION | ||||||||
| 2200 CENTURY PARKWAY NE SUITE 460 | ATLANTA | GA | 30345 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MERCY CARE FOUNDATION INC | ||||||||
| 424 DECATUR STREET | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $250,000 | |
| ATLANTA CENTER FOR SELF SUFFICIENCY | ||||||||
| 18 WILLIAM HOLMES BORDERS DR NE | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $50,000 | |
| THE CALLANWOLDE FOUNDATION | ||||||||
| 980 BRIARCLIFF RD NE | ATLANTA | GA | 30306 | NONE | PC | GENERAL OPERATING | $50,000 | |
| CAMP HORIZON | ||||||||
| 5825 GLENRIDGE RD BLDG 3 STE 101 | ATLANTA | GA | 30328 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LEKOTEK | ||||||||
| 1901 MONTREAL RD SUITE 126 | TUCKER | GA | 30084 | NONE | PC | GENERAL OPERATING | $65,000 | |
| HORIZON THEATRE COMPANY INCORPORATED | ||||||||
| PO BOX 5376 | ATLANTA | GA | 31107 | NONE | PC | GENERAL OPERATING | $20,000 | |
| FAMILIES OF CHILDREN UNDER STRESS INC | ||||||||
| 3825 PRESIDENTIAL PARKWAY SUITE 10 | ATLANTA | GA | 30340 | NONE | PC | GENERAL OPERATING | $50,000 | |
| TREES ATLANTA | ||||||||
| 825 WARNER ST SW SUITE A | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ATLANTA CHILDREN'S SHELTER INC | ||||||||
| 607 PEACHTREE STREET NE | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING | $25,000 | |
| KIDSGYM USA | ||||||||
| P O BOX 491474 | ATLANTA | GA | 30349 | NONE | PC | GENERAL OPERATING | $25,000 | |
| WOMEN'S RESOURCE CENTER TO END DOMESTIC | ||||||||
| PO BOX 171 | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $15,000 | VIOLENCE |
| OUR HOUSE INC | ||||||||
| 173 BOULEVARD NE | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $50,000 | |
| GA CENTER FOR CHILD ADVOCACY | ||||||||
| 680 MURPHY AVE SW SUITE 5091 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GEORGIA CASA | ||||||||
| 75 MARIETTA ST NW SUITE 404 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $30,000 | |
| CAMP TWIN LAKES SUMMER CAMP | ||||||||
| 1100 SPRING ST NW SUITE 406 | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $50,000 | |
| MUSEUM OF DESIGN ATLANTA (MODA) | ||||||||
| 1315 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $100,000 | |
| THE STUDY HALL | ||||||||
| P O BOX 6717 | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $50,000 | |
| DECATUR ARTS ALLIANCE | ||||||||
| 113 CLAIREMONT AVE | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $20,000 | |
| SPAY GEORGIA | ||||||||
| PO BOX 3780 | LILBURN | GA | 30048 | NONE | PC | GENERAL OPERATING | $10,000 | |
| SOCCER IN THE STREETS | ||||||||
| 130 BOULEVARD NE APT 1 | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $20,000 | |
| COOL GIRLS | ||||||||
| 315 W PONCE DE LEON AVE SUITE 800 | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $15,000 | |
| CANINE ASSISTANTS | ||||||||
| 3160 FRANCIS RD | ALPHARETTA | GA | 30004 | NONE | PC | GENERAL OPERATING | $50,000 | |
| CONSTRUCTION READY | ||||||||
| 1940 THE EXCHANGE SE STE 200 | ATLANTA | GA | 30339 | NONE | PC | GENERAL OPERATING | $50,000 | |
| VOX TEEN COMMUNICATIONS | ||||||||
| 229 PEACHTREE ST NE SUITE 725 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $25,000 | |
| MOVING IN THE SPIRIT DANCE GROUP | ||||||||
| 1458 LA FRANCE ST NE | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING | $30,000 | |
| CENTER FOR BLACK WOMEN'S WELLNESS | ||||||||
| 477 WINDSOR STREET SW SUITE 309 | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $25,000 | |
| CROSSROADS COMMUNITY MINISTRIES | ||||||||
| PO BOX 55397 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING | $10,000 | |
| DAD'S GARAGE | ||||||||
| 569 EZZARD ST SE | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $30,000 | |
| EVERYBODY WINS | ||||||||
| 2221 PEACHTREE RD NE STE D-459 | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $20,000 | |
| REFUGEE WOMENS NETWORK | ||||||||
| 500 S COLUMBIA DRIVE | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $75,000 | |
| THE MULTI AGENCY ALLIANCE FOR CHILDREN | ||||||||
| 229 PEACHTREE STREET NE SUITE 1400 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $25,000 | |
| RAISING EXPECTATIONS | ||||||||
| 225 JAMES P BRAWLEY NW | Atlanta | GA | 303140000 | NONE | PC | GENERAL OPERATING | $20,000 | |
| DEKALB LIBRARY FOUNDATION | ||||||||
| 3560 KENSINGTON ROAD | DECATUR | GA | 30032 | NONE | PC | GENERAL OPERATING | $20,000 | |
| FERST READERS | ||||||||
| 1140 MONTICELLO ROAD | MADISON | GA | 30650 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HEALTHMPOWERS INC | ||||||||
| 3000 NORTHWOODS PARKWAY STE 240 | NORCROSS | GA | 30071 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FOSTER CARE SUPPORT FOUNDATION | ||||||||
| 3334 TRAILS END ROAD NE | ROSSWELL | GA | 30075 | NONE | PC | GENERAL OPERATING | $50,000 | |
| GIRLS ON THE RUN OF ATLANTA INC | ||||||||
| 1904 MONROE DRIVE SUITE 135 | ATLANTA | GA | 30324 | NONE | PC | GENERAL OPERATING | $25,000 | |
| WELLSPRING LIVING | ||||||||
| 1040 BOULEVARD SE STE M | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $20,000 | |
| UNIVERSITY SYSTEM OF GA FOUNDATION | ||||||||
| 270 WASHINGTON ST SW 7002 | ATLANTA | GA | 30334 | NONE | PC | GENERAL OPERATING | $35,000 | |
| FERNBANK MUSEUM | ||||||||
| 767 CLIFTON RD NE | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING | $200,000 | |
| GEORGIA STATE UNIVERSITY | ||||||||
| PO BOX 2668 | ATLANTA | GA | 30301 | NONE | PC | GENERAL OPERATING | $100,000 | PROJECT HEALTHY GRANDPARENTS |
| PAWS ATLANTA | ||||||||
| 5287 COVINGTON HWY | DECATUR | GA | 30035 | NONE | PC | GENERAL OPERATING | $30,000 | |
| ANNANDALE AT SUWANEE INC | ||||||||
| 3500 ANNANDALE LN | SUWANEE | GA | 30024 | NONE | PC | GENERAL OPERATING | $100,000 | |
| LIFE ROLLS ON | ||||||||
| P O BOX 45770 | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL OPERATING | $15,000 | |
| ATLANTA MUSIC PROJECT | ||||||||
| 883 DILL AVE SW | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $150,000 | |
| CATALYST SPORTS | ||||||||
| 2020 HOWELL MILL ROAD NW STE D560 | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $25,000 | |
| PURPOSE BUILT SCHOOLS CARVER ACADEMY | ||||||||
| 1670 BENJAMIN WELDON BICKERS DR SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $40,000 | |
| SHARE THE MAGIC FOUNDATION | ||||||||
| 1776 PEACHTREE ST NE 420N | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LEAP YEAR | ||||||||
| 352 UNIVERSITY AVE SW UNIT S - 123 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $25,000 | |
| NEXT LEVEL EMPOWERMENT CENTER | ||||||||
| 6325 SHANNON PKWY SUITE A-1 | UNION CITY | GA | 30291 | NONE | PC | GENERAL OPERATING | $15,000 | |
| JARED'S HEART OF SUCCESS | ||||||||
| 8343 ROSWELL RD SUITE 126 | ATLANTA | GA | 30350 | NONE | PC | GENERAL OPERATING | $25,000 | |
| AUTOMOTIVE TRAINING CENTER | ||||||||
| 2210 SYLVAN RD UNIT M | EAST POINT | GA | 30344 | NONE | PC | GENERAL OPERATING | $100,000 | |
| THE POWER OF GIRLS | ||||||||
| 400 W PEACHTREE ST NW UNIUT 2016 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING | $10,000 | |
| URBAN HEALTH AND WELLNESS | ||||||||
| 777 CLEVELAND AVE SW SUITE 209 | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $75,000 | (THR URBAN CLINIC OF ATLANTA) |
| MOTHERS ADVOCACY PROJECT | ||||||||
| 7000 PEACHTREE-DUNWOODY RD BLDG 6 | ATLANTA | GA | 30328 | NONE | PC | GENERAL OPERATING | $25,000 | |
| NANA GRANTS | ||||||||
| 6065 ROSSWELL RD 450 | ATLANTA | GA | 30328 | NONE | PC | GENERAL OPERATING | $100,000 | |
| MOST VALUABLE KIDS | ||||||||
| 285 W WIEUCA RD NE NUMBER 113 | Atlanta | GA | 303423321 | NONE | PC | GENERAL OPERATING | $15,000 | |
| WE LOVE BUFORD HIGHWAY | ||||||||
| 130 SADDLE CREEK CT | ROSWELL | GA | 30076 | NONE | PC | GENERAL OPERATING | $50,000 | |
| THE ANSLEY SCHOOL | ||||||||
| 120 RALPH MCGILL BE BLDG 3 STE | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING | $20,000 | |
| OPEN DOORS SOLUTIONS INC | ||||||||
| 2872 WOODCOCK BLVD SUITE 211 | ATLANTA | GA | 30341 | NONE | PC | GENERAL OPERATING | $20,000 | |
| KIDKONG ASSOCIATION | ||||||||
| 5862 VEL CT SE | MABLETON | GA | 30126 | NONE | PC | GENERAL OPERATING | $25,000 | |
| 3 DE SCHOOLS (JUNIOR ACHIEVEMENT) | ||||||||
| 3565 PIEDMONT ROAD NE | ATLANTA | GA | 30305 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MOTHERHOOD BEYOND BARS | ||||||||
| 1799 BIARCLIFF ROAD BOX 15276 | ATLANTA | GA | 30333 | NONE | PC | GENERAL OPERATING | $20,000 | |
| PREFACE PROJECT | ||||||||
| 3870 PEACHTREE IND BLVD S-340 238 | DULUTH | GA | 30096 | NONE | PC | GENERAL OPERATING | $10,000 | |
| TENDER FOUNDATION INC | ||||||||
| 2792 EAST POINT STREET UNIT 108 | EASt POINT | GA | 30344 | NONE | PC | GENERAL OPERATING | $15,000 | |
| INSPIRED U | ||||||||
| 1550 SOUTHLAND CIRCLE NW 200 | ATLANTA | GA | 30319 | NONE | PC | GENERAL OPERATING | $20,000 | |
| LIVING ON PURPOSE ATL | ||||||||
| 618 THORNTON RD STE 3 | LITHIA SPRINGS | GA | 30122 | NONE | PC | GENERAL OPERATING | $75,000 | |
| ATLANTA GLOW | ||||||||
| 109 ANDERSON ST SE SUITE 602 | MARIETTA | GA | 30060 | NONE | PC | GENERAL OPERATING | $20,000 | |
| CANOPY ATLANTA | ||||||||
| P O BOX 115573 | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $25,000 | |
| BLACK GIRLS SKATE | ||||||||
| 313 MIRRAMONT CT | WOODSTOCK | GA | 30189 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THERAPINK FOR GIRLS | ||||||||
| 3450 MILLER DRIVE | CHAMBLEE | GA | 30341 | NONE | PC | GENERAL OPERATING | $10,000 | |
| SAGE STUDIO | ||||||||
| 916 SPRINGDALE ROAD BLDG 2 103 | AUSTIN | TX | 78702 | NONE | PC | GENERAL OPERATING | $50,000 | |
| VILLAGE INDOOR SKATEPARK | ||||||||
| 1060 DONALD HOLLOWELL PKWY NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $35,000 | |
| NSORO FOUNDATION | ||||||||
| 667 FAIRBURN ROAD NW | ATLANTA | GA | 30331 | NONE | PC | GENERAL OPERATING | $125,000 | |
| ATLANTA LAND TRUST | ||||||||
| 245 NORTH HIGHLAND AVENUE NE | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING | $50,000 | |
| CONCRETE JUNGLE INC | ||||||||
| 1050 OAKLEIGH DRIVE | EAST POINT | GA | 30344 | NONE | PC | GENERAL OPERATING | $20,000 | |
| EAST ATLANTA KIDS CLUB | ||||||||
| 659 GRESHAM AVE SE A | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING | $100,000 | |
| BOUNDLESS KIDS | ||||||||
| 4107 MALLORY LN STE 301 | FRANKLIN | TN | 370672946 | NONE | PC | GENERAL OPERATING | $10,000 | |
| AHIMSA HOUSE | ||||||||
| PO BOX 2173 | TUCKER | GA | 30085 | NONE | PC | GENERAL OPERATING | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,187,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $498,516 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,782,759 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,281,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,281,275 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 83002G702 SIX CIRCLES GLOBAL B | $1,131,242 | $1,125,366 |
| 83002G884 SIX CIRCLES CREDIT O | $265,295 | $284,110 |
| 921937835 VANGUARD TOTAL BOND | $132,637 | $134,956 |
| 92203J407 VANGUARD TOTAL INTL | $860,068 | $836,564 |
| 92206C771 VANGUARD MORTGAGE-BA | $140,235 | $143,076 |
| 92206C870 VANGUARD INT-TERM CO | $268,595 | $283,829 |
| 46429B267 ISHARES US TREASURY | $287,679 | $284,681 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 315911727 FIDELITY INTL INDX | $310,174 | $425,120 |
| 315911750 FIDELITY 500 INDEX F | $3,351,993 | $5,996,658 |
| 46641Q217 JPMORGAN BETABUILDER | $359,315 | $430,129 |
| 46641Q225 JPMORGAN BETABUILDER | $184,063 | $311,178 |
| 46641Q233 JPMORGAN BETABUILDER | $203,636 | $208,760 |
| 83002G306 SIX CIRCLES US UNCON | $1,600,679 | $2,163,403 |
| 83002G405 SIX CIRCLES INTL UNC | $920,280 | $1,267,900 |
| 46641Q191 JPMORGAN BETABUILDER | $282,787 | $296,205 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 545298911 BLUE ARC GLOBAL PRIV | CategoryOrItemTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND ADJUSTMENT | $7 |
| ROUNDING | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $22,862 | Amt |
| Net Investment Income | $22,862 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $11,909 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $28,628 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $4,233 | $4,233 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,225 | $1,225 | $0 |
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