J TUCKER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- J TUCKER FOUNDATION (EIN 20-7369458)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-03-05
- IRS object ID
- 202540649349100804
- Schema version
- 2023v6.0
- 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
- Schedule B
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-05T12:23:04-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205920496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLEY SAMMONS TOOLE & ELLISON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 HAMMOND DRIVE BLDG 3 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207369458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE J TUCKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JTUC | BusinessNameControlTxt |
| Phone | 6789043223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 PEACHTREE ROAD NW STE 360 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY S TUCKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6789043223 | PhoneNum |
| Signature | 2025-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON D TOOLE CPA | PreparerPersonNm |
| PTIN | P00711654 | PTIN |
| Phone | 4042563830 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $22,033 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $139 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $139 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,034 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,830 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,972 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $65,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,145 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,454 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $227,804 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $227,804 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $239,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $227,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$174,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,145 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $195,879 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,783 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,783 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $250 | OtherAssetsBOYAmt |
| Other Assets EOY | $250 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $196,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,033 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,033 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,134 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,134 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $193,995 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,899 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $196,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $196,129 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,033 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $196,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$174,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,033 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,033 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FKAIX - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-03-28 | $2,285 | $2,667 | -$382 | -$382 |
| QISCX - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-03-28 | $435 | $531 | -$96 | -$96 |
| FULIX - ROCKEFELLER RJM 000735 | 2023-05-26 | 2023-12-28 | $871 | $857 | $14 | $14 |
| JHEM - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-03-28 | $608 | $692 | -$84 | -$84 |
| RODM - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-03-28 | $1,160 | $1,312 | -$152 | -$152 |
| MDIJX - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-03-28 | $1,693 | $1,791 | -$98 | -$98 |
| FPA NEW INCOME - ROCKEFELLER RJM 000735 | 2022-12-19 | 2023-03-28 | $5,831 | $5,782 | $49 | $49 |
| OTCIX - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-03-28 | $670 | $762 | -$92 | -$92 |
| RIPNX - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-03-28 | $1,109 | $1,293 | -$184 | -$184 |
| AXSIX - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-12-28 | $7,825 | $8,764 | -$939 | -$939 |
| BRMSX - ROCKEFELLER RJM 000735 | 2022-12-19 | 2023-12-28 | $1,376 | $1,343 | $33 | $33 |
| FKAIX - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-12-28 | $5,547 | $5,454 | $93 | $93 |
| QISCX - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-12-28 | $5,897 | $7,270 | -$1,373 | -$1,373 |
| FPNIX - ROCKEFELLER RJM 000735 | 2022-12-19 | 2023-12-28 | $683 | $665 | $18 | $18 |
| JHML - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-12-26 | $26,639 | $18,588 | $8,051 | $8,051 |
| JHEM - ROCKEFELLER RJM 000735 | 2021-12-29 | 2023-03-28 | $6,064 | $5,126 | $938 | $938 |
| RODM - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-12-01 | $8,456 | $7,585 | $871 | $871 |
| MDIJX - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-12-28 | $13,609 | $11,766 | $1,843 | $1,843 |
| OTCIX - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-12-28 | $11,959 | $10,398 | $1,561 | $1,561 |
| RIPNX - ROCKEFELLER RJM 000735 | 2022-03-31 | 2023-12-28 | $4,377 | $5,683 | -$1,306 | -$1,306 |
| CDC - ROCKEFELLER RJM 000735 | 2020-04-20 | 2023-12-01 | $17,736 | $12,529 | $5,207 | $5,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,972 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $211 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFERY TUCKER | IndividualWithBooksNm |
| Phone | 6789043223 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 PEACHTREE ROAD NW STE 970 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERY S TUCKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 PEACHTREE ROAD NW STE 970 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,021 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,520 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,541 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,785 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,785 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $211 | TotalTaxAmt |
| Distributable Before Adj | $2,574 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,574 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,574 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $227,804 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $227,804 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,574 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,276 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,240 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,926 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,413 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,908 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $94,763 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $227,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,574 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $225,230 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $319,993 | 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 | $11,276 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $308,717 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,240 | ExcessFromYear4Amt |
| Excess From Year3 | $12,926 | ExcessFromYear3Amt |
| Excess From Year2 | $16,413 | ExcessFromYear2Amt |
| Excess From Year1 | $26,908 | ExcessFromYear1Amt |
| Excess From Current Year | $225,230 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFERY S TUCKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CITY OF REFUGE | ||||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $10,000 | |
| COMMUNITY FOUNDATION OF CENTRAL GEORGIA | ||||||||
| 577 MULBERRY STREET SUITE 1600 | MACON | GA | 31201 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $500 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 57 EXECUTIVE PARK S 380 | ATLANTA | GA | 30329 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $500 | |
| EAST LAKE FOUNDATION | ||||||||
| 2606 ALSTON DRIVE SE | ATLANTA | GA | 30317 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $2,450 | |
| THE SAMUEL L ASBURY FOUNDATION | ||||||||
| 3333 RIVERWOOD PARKWAY SUITE 400 | ATLANTA | GA | 30339 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $600 | |
| UNIVERSITY OF GEORGIA FOUNDATION | ||||||||
| MILLEDGE CENTRE SUITE 150 394 SOUTH | ATHENS | GA | 30602 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $130,000 | MILLEDGE AVE |
| THE TOUCHDOWN CLUB OF ATHENS INC | ||||||||
| 649 S MILLEDGE AVE | ATHENS | GA | 30605 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $50,000 | |
| CURESEARCH FOR CHILDRENS CANCER | ||||||||
| 4800 HAMPDEN LANE PMB 183 SUITE 200 | BETHSEDA | MD | 20814 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $2,625 | |
| THE MISS MACON SCHOLARSHIP ASSOCIATION INC | ||||||||
| 769 NOTTINGHAM DR | MACON | GA | 31211 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $2,100 | |
| MACON CIVIC CLUB INC | ||||||||
| 5223 RIVERSIDE DRIVE SUITE 102 | MACON | GA | 31210 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $1,000 | |
| GEORGIA ALZHEIMERS FOUNDATION INC | ||||||||
| P O BOX 20226 | SAINT SIMONS ISLAND | GA | 31522 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $1,000 | |
| LIGHT UP THE CORNERS | ||||||||
| 4060 BLUE IRIS HOLLOW | NORCROSS | GA | 30092 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $1,000 | |
| SOCCER IN THE STREETS INC | ||||||||
| 130 BOULEVARD NE STE 1 | ATLANTA | GA | 30312 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $1,029 | |
| CF FOUNDATION INC | ||||||||
| 3445 PEACHTREE RD SUITE 175 | ATLANTA | GA | 30326 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $15,000 | |
| PEACHTREE CHRISTIAN CHURCH FOUNDATION INC | ||||||||
| 1580 PEACHTREE STREET NW | ATLANTA | GA | 30309 | NONE | N/A | GENERAL PURPOSE OF OPERATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $227,804 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $139 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,034 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $43 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,972 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,216 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,972 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,188 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INVESTMENT LOSS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JEFFREY S TUCKER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 PEACHTREE ROAD NW SUITE 970 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| BOY Book Value | $250 | BOYBookValueAmt |
| EOY Book Value | $250 | EOYBookValueAmt |
| EOYFMV | $250 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $321 | $0 | $0 |
| UNREALIZED INVESTMENT LOSS | $6,833 | $0 | $0 |
| OTHER ADMINISTRATIVE EXPENSE | $4,300 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | $43 | $0 | $43 |
| NONDICIDEND DISTRIBUTIONS | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $26 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |