THE E Z AGAPE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE E Z AGAPE FOUNDATION (EIN 58-6289241)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-01
- IRS object ID
- 202611529349100856
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-01T13:04:55-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263043512 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY WALKER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2276 Bry Mar Dr NE | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30345 | 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 | 586289241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The EZ Agape Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EZAG | BusinessNameControlTxt |
| Phone | 4046339360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2276 Bry Mar Drive | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30345 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Walker | PersonNm |
| Person Title | Foundation Manager | PersonTitleTxt |
| Phone | 4046339360 | PhoneNum |
| Signature | 2026-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nancy Walker | PreparerPersonNm |
| PTIN | P01377432 | PTIN |
| Phone | 4046338443 | PhoneNum |
| Preparation | 2026-06-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $24,110,373 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $426 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $426 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $394,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $394,022 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $932,065 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,744,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $932,065 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,326,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,326,513 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $66,644 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $33,322 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $33,322 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $33,322 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $131,123 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $131,123 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,081 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,081 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $335 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $168 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $168 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $214,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180,694 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $33,322 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,490 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,094,120 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,094,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,308,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180,694 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $33,322 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,127,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,145,819 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $269,754 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $986,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $736,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $736,349 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,597 | AcctRcvblAmt |
| Acct Rcvbl BOY | $13,193 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,597 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,597 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $100,283 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $178,816 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $180,043 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,301,548 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,814,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,731,436 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $593,912 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $449,465 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $458,948 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,264,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,182,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,110,373 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $100,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $100,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,164,704 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,182,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,164,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,182,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,264,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,182,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,164,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,210 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,182,914 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,182,913 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Attachment #1 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2009-05-09 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $4,744,897 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $3,812,832 | CostOrOtherBasisAmt |
| Gain Or Loss | $932,065 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $932,065 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $932,065 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,927 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,927 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $22,100 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$22,100 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $121 | EsPenaltyAmt |
| Overpayment | $6,052 | OverpaymentAmt |
| Applied To ES Tax | $6,052 | AppliedToESTaxAmt |
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 | GA | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Nancy Walker Foundation Mgr | IndividualWithBooksNm |
| Phone | 4046339360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2276 Bry Mar Drive | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30345 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Nancy Louise Brown Markham | ||||||||
| 12850 Hwy 9 Ste 600 PMB 328 | Alpharetta | GA | 30004 | Trustee | 10.00 | $0 | $0 | $0 |
| Elizabeth Irene Brown Dixon | ||||||||
| 12850 Hwy 9 Ste 600 PMB 328 | Alpharetta | GA | 30004 | Trustee | 10.00 | $0 | $0 | $0 |
| Mary Louise Brown Jewell | ||||||||
| 12850 Hwy 9 Ste 600 PMB 328 | Alpharetta | GA | 30004 | Advisor | 10.00 | $0 | $0 | $0 |
| Nancy Walker | ||||||||
| 12850 Hwy 9 Ste 600 PMB 328 | Alpharetta | GA | 30004 | Found. Mgr | 20.00 | $66,644 | $0 | $148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rockefeller Capital Management | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Post Office Box 145458 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisory | ServiceTypeTxt |
| Compensation | $130,986 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,370,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $736,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,597 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,110,374 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $24,110,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $361,656 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,748,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,187,436 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,187,436 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,927 | TotalTaxAmt |
| Distributable Before Adj | $1,171,509 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,171,509 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,171,509 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,127,610 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,127,610 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,171,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $546 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,281 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,298 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $83,618 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $268,743 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,127,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,127,610 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $43,899 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $43,899 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $224,844 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $224,844 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $77,928 | ExcessFromYear3Amt |
| Excess From Year2 | $63,298 | ExcessFromYear2Amt |
| Excess From Year1 | $83,618 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mary Louise Brown Jewell | ContributingManagerNm |
| Contributing Manager | Nancy Louise Brown Markham | ContributingManagerNm |
| Contributing Manager | Elizabeth Irene Brown Dixon | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Nancy Walker Foundation Manager | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12850 Highway 9 Suite 600 PMB 328 | AddressLine1Txt |
| City | Alpharetta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4046339360 | RecipientPhoneNum |
| Form And Info And Materials | See Statement | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attachment #2 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Attachment 2 | AddressLine1Txt |
| City | See Attachment | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 000000000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | General Charitable Purposes | GrantOrContributionPurposeTxt |
| Amt | $1,094,120 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,094,120 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $426 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $394,022 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $932,064 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,326,512 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,326,512 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Nancy Walker Accounting | CategoryTxt |
| Amt | $66,644 | Amt |
| Net Investment Income | $33,322 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,322 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fixed Income Instruments | BondNm |
| EOY Book Value | $449,465 | EOYBookValueAmt |
| EOYFMV | $458,948 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Equities | StockNm |
| EOY Book Value | $11,814,686 | EOYBookValueAmt |
| EOYFMV | $22,731,436 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $100,279 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $100,379 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $78,537 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $79,664 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Communication Costs | $295 | $148 | $148 |
| Postage & Delivery | $40 | $20 | $20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Rockefeller Capital Invest Mgmt Fees | $130,862 | $130,862 |
| ADR Fees Invest Mgmt Fees | $261 | $261 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes w/h | $1,921 | $1,921 |
| Federal Tax Payments | $14,160 | $14,160 |