MCNEIGHT FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MCNEIGHT FAMILY FOUNDATION INC (EIN 31-1736314)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-30
- IRS object ID
- 202641819349100404
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-30T09:27:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332880594 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GTC ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1934 MERCEDES CT 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 | 311736314 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCNEIGHT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCNE | BusinessNameControlTxt |
| Phone | 7703292843 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 168 LANATCHI LANE | AddressLine1Txt |
| City | EATONTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL T MCNEIGHT | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7703292843 | PhoneNum |
| Signature | 2026-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL I GALANTI | PreparerPersonNm |
| PTIN | P00295372 | PTIN |
| Phone | 7708560847 | PhoneNum |
| Preparation | 2026-06-29 | 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 | $394,283 | 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 |
| Dividends Rev And Expnss | $9,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,504 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,821 | 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 |
| Accounting Fees Rev And Expnss | $1,560 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,326 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,411 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,368 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $340 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,694 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,861 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,694 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,960 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,416 | CashBOYAmt |
| Cash EOY | $14,923 | CashEOYAmt |
| Cash EOYFMV | $14,923 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,474 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,427 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,427 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $159,053 | CorporateStockBOYAmt |
| Corporate Stock EOY | $141,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $230,341 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $99,822 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $143,879 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $145,592 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $679 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $245 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $280,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $304,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $394,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $280,444 | RetainedEarningBOYAmt |
| Retained Earning EOY | $304,404 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $280,444 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $304,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $280,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $304,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $280,444 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,960 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $304,404 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $304,404 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| MORGAN STANLEY - #212089 | -$1,591 | -$1,591 | ||
| MORGAN STANLEY - #212089 | $99 | $99 | ||
| MORGAN STANLEY - #212091 | $927 | $927 | ||
| MORGAN STANLEY - #212091 | $35,703 | $35,703 | ||
| CAPITAL GAINS DIVIDENDS | $5,366 | $5,366 | P | $5,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,504 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $613 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $613 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $613 | 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 | $18 | EsPenaltyAmt |
| Tax Due | $631 | 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 | MICHAEL T MCNEIGHT | IndividualWithBooksNm |
| Phone | 7703292843 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 168 LANATCHI LANE | AddressLine1Txt |
| City | EATONTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31024 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL T MCNEIGHT | ||||||||
| 168 LANATCHI LANE | EATONTON | GA | 31024 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOYCE A MCNEIGHT | ||||||||
| 168 LANATCHI LANE | EATONTON | GA | 31024 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER D MCNEIGHT | ||||||||
| 5452 ALANIS PLACE | MABLETON | GA | 30126 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUSTIN T MCNEIGHT | ||||||||
| 168 LANATCHI LANE | EATONTON | GA | 30124 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATIE M MCNEIGHT | ||||||||
| 5452 ALANIS PLACE | MABLETON | GA | 30126 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| 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 | $366,893 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,784 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $383,677 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $383,677 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $377,922 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,896 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $613 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $613 | TotalTaxAmt |
| Distributable Before Adj | $18,283 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,283 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,485 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $589 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,899 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,972 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,506 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,451 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,267 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,718 | 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 | $3,485 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,233 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $589 | ExcessFromYear4Amt |
| Excess From Year3 | $1,899 | ExcessFromYear3Amt |
| Excess From Year2 | $2,972 | ExcessFromYear2Amt |
| Excess From Year1 | $1,506 | ExcessFromYear1Amt |
| Excess From Current Year | $1,267 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 38021 | NONE | PC | SUPPORT FOR HIGHER EDUCATION FOR NATIVE AMERICAN CHILDREN | $250 |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PC | SUPPORT OF ABANDONED ANIMALS | $100 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 3400 NORTH DESERT DRIVE | ATLANTA | GA | 30344 | NONE | PC | SUPPORT FOR THE HUNGRY | $200 |
| ATLANTA RONALD MCDONALD HOUSE | |||||||
| 795 GATEWOOD RD | ATLANTA | GA | 30329 | NONE | PC | SUPPORT FOR FAMILIES OF CHILDREN WITH CANCER | $250 |
| BASILICA OF THE NATIONAL SHRINES | |||||||
| 400 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | NONE | PC | SUPPORT FOR THE NATIONAL BASILICA | $200 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | NONE | PC | SUPPORT FOR DISADVANTAGED CHILDREN | $200 |
| CAL FARLEY'S BOYS RANCH | |||||||
| 600 SW 11TH AVE | AMARILLO | TX | 79101 | NONE | PC | SUPPORT FOR AT RISK CHILDREN | $200 |
| CAMP SUNSHINE | |||||||
| 1850 CLAIRMONT RD | DECATUR | GA | 30033 | NONE | PC | SUPPORT FOR SUMMER CAMP FOR CHILDREN SUFFERING CANCER | $1,000 |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | GENERAL CONTRIBUTION TO PROVIDE FOR THE POOR WORLDWIDE | $250 |
| CATHOLIC RELIEF SERVICES | |||||||
| 209 W FAYETTE ST | BALTIMORE | MD | 21201 | NONE | PC | GENERAL CONTRIBUTION TOWARDS HUNGER RELIEF WORLDWIDE | $500 |
| CHILDRENS' HEATHCARE OF ATLANTA FOUNDATION | |||||||
| 1575 NORTHEAST EXPY | ATLANTA | GA | 30341 | NONE | PC | SUPPORT FOR CHILDREN'S MEDICAL CARE - ESPECIALLY CANCER TREATMENT | $1,000 |
| CHILDRENS HUNGER RELIEF FUND | |||||||
| PO BOX 96012 | WASHINGTON | DC | 20090 | NONE | PC | SUPPORT FOR THE FEEDING OF HUNGRY CHILDREN | $250 |
| CHRIST OUR KING AND SAVIOR PARISH | |||||||
| 6341 LAKE OCONEE PKWY | GREENSBORO | GA | 30642 | NONE | PC | SUPPORT LOCAL PARISH | $500 |
| CHRISTIAN APPALACHIAN PROJECT | |||||||
| 485 PONDEROSA DRIVE | PAINTSVILLE | KY | 41240 | NONE | PC | SUPPORT PROJECTS FOR AMERICANS LIVING IN POVERTY | $250 |
| COVENANT HOUSE | |||||||
| 461 EIGHT AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL CONTRIBUTION TO SUPPORT PROGRAMS FOR HOMELESS TEENS | $250 |
| DISABLED AMERICAN VETS-CHAPTER 41 | |||||||
| 1700 CLAIRMONT RD | DECATUR | GA | 30033 | NONE | PC | SUPPORT FOR CARE OF DISABLED AMERICAN VETERANS | $550 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | SUPPORT FOR MEDICAL RELIEF WORLDWIDE | $500 |
| FEED THE CHILDREN | |||||||
| 333 N MERIDIAN AVE | OKLAHOMA CITY | OK | 73107 | NONE | PC | SUPPORT FOR FOOD PROGRAMS FOR CHILDREN | $250 |
| FEED THE HUNGRY | |||||||
| 17 EXECUTIVE PARK DR NE | ATLANTA | GA | 30329 | NONE | PC | CONTRIBUTION TO FEED HUNGRY CHILDREN GLOBALLY | $250 |
| FEEDING AMERICA | |||||||
| 161 N CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | CONTRIBUTION TO FEED THE HUNGRY | $500 |
| FINCA | |||||||
| 1201 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT FOR EFFORTS TO END POVERTY | $300 |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PC | SUPPORT TO FEED HUNGRY IN HAITI | $500 |
| GEORGIA PUBLIC BROADCASTING | |||||||
| 260 14TH STREET NW | ATLANTA | GA | 30318 | NONE | PC | SUPPORT FOR PUBLIC BROADCASTING | $200 |
| GOLDEN HARVEST FOOD BANK | |||||||
| 3310 COMMERCE DRIVE | AUGUSTA | GA | 30909 | NONE | PC | SUPPORT FOR FOOD BANK FOR THE POOR | $250 |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS | |||||||
| 30 NORTH LASALLE STREET SUITE 4300 | CHICAGO | IL | 60602 | NONE | PC | SUPPORT FOR ISRAELI CHARITIES | $500 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | SUPPORT FOR FEEDING THE HUNGRY | $500 |
| KINSHIP UNITED | |||||||
| 5105 TOLLVIEW DRIVE SUITE 155 | ROLLING MEADOWS | IL | 60008 | NONE | PC | SUPPORT FOR ORPHAN RELIEF | $500 |
| LAKE OCONEE HUMANE SOCIETY | |||||||
| 1020 PARK AVENUE SUITE 101 | GREENSBORO | GA | 30642 | NONE | PC | SUPPORT FOR SHELTER AND ADOPTION OF ABANDONED ANIMALS | $250 |
| MAKE A WISH FOUNDATION | |||||||
| 4742 N 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | NONE | PC | SUPPORT FOR CRITICALLY ILL CHILDREN | $250 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | PC | GENERAL CONTRIBUTION TO PROVIDE TOYS FOR UNDERPRIVILEGED CHILDREN | $300 |
| MERCY CHEFS | |||||||
| 711 WASHINGTON ST | PORTSMOUTH | VA | 23704 | NONE | PC | FOOD SUPPORT FOR UNDERSERVED COMMUNITIES | $250 |
| MERCY CORPS | |||||||
| 45 SW ANKENY STREET | PORTLAND | OR | 97204 | NONE | PC | GENERAL SUPPORT OF DISASTER RELIEF OPERATIONS | $250 |
| MERCY SHIPS | |||||||
| PO BOX 1807 | LINDALE | TX | 75771 | NONE | PC | SUPPORT OF MEDICAL CARE FOR IMPOVERISHED | $250 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | SUPPORT FOR MAINTENANCE OF NATIONAL PARKS | $100 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | SUPPORT FOR WILDLIFE CONSERVATION | $100 |
| NO KID HUNGRY | |||||||
| 1030 15TH STREET NW SUITE 1100W | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT FOR CARING FOR HUNGRY CHILDREN | $250 |
| ORBIS | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | SUPPORT FOR CLEAN WATER AND HYGIENE IMPROVEMENT | $200 |
| PRIESTS OF THE SACRED HEART | |||||||
| PO BOX 900 | HALES CORNERS | WI | 53130 | NONE | PC | SUPPORT FOR THE POOR | $200 |
| PUTNAM COUNTY HABITAT FOR HUMANITY | |||||||
| 2414 CERRILLOS ROAD | SANTA FE | NM | 87505 | NONE | PC | GENERAL CONTRIBUTION TO SUPPORT SHELTER FOR HOMELESS | $250 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | NONE | PC | SUPPORT FOR NATIVE AMERICAN CHILDREN | $250 |
| RESCUE MISSION OF MIDDLE GEORGIA | |||||||
| 3375 NAPIER AVE | MACON | GA | 31204 | NONE | PC | SUPPORT EFFORTS FOR PEOPLE IN NEED IN MIDDLE GEORGIA | $250 |
| SACRED HEART SOUTHERN MISSIONS | |||||||
| 6050 HIGHWAY 161 N | WALLS | MS | 38686 | NONE | PC | SUPPORT FOR HOMELESS POOR | $200 |
| SALVATION ARMY | |||||||
| 461 E HANCOCK ST | MILLEDGEVILLE | GA | 31061 | NONE | PC | SUPPORT FOR THE POOR | $250 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 30000 | BOONE | NC | 28607 | NONE | PC | SUPPORT FOR EMERGENCY SERVICES | $250 |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | NONE | PC | GENERAL CONTRIBUTION TO SUPPORT FOOD PROGRAMS FOR CHILDREN | $500 |
| SPARK VENTURES | |||||||
| 208 S LASALLE STREET | CHICAGO | IL | 60604 | NONE | PC | SUPPORT FOR SUSTAINABLE DEVELOPMENT PROJECTS FOR THE POOR | $500 |
| SPECIAL OLYMPICS OF GEORGIA | |||||||
| 4000 DEKALB TECHNOLOGY PKWY | ATLANTA | GA | 30340 | NONE | PC | SUPPORT OF THE SPECIAL OLYMPICS PROGRAM IN GEORGIA | $250 |
| ST BONAVENTURE INDIAN MISSION AND SCHOOL | |||||||
| 25 NAVARRE BLVD W | THOREAU | NM | 87323 | NONE | PC | SUPPORT FOR HIGHER EDUCATION FOR NATIVE AMERICAN CHILDREN | $250 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 S MAIN ST | CHAMBERLAIN | SD | 57326 | NONE | PC | GENERAL CONTRIBUTION TO SUPPORT SCHOOLING FOR NATIVE AMERICANS | $250 |
| ST JUDE'S CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | SUPPORT FOR CHILDRENS CANCER RESEARCH | $2,000 |
| ST LABRE INDIAN SCHOOL | |||||||
| 1000 TONGUE RIVER RD | ASHLAND | MT | 59004 | NONE | PC | GENERAL CONTRIBUTION TO SUPPORT SCHOOLING FOR NATIVE AMERICANS | $250 |
| TUNNELS TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | SUPPORT FOR AID TO INJURED FIRST RESPONDERS | $500 |
| UNBOUND | |||||||
| 1 ELMWOOD AVENUE | KANSAS CITY | MO | 66103 | NONE | PC | SUPPORT OF A POOR CHILD IN AFRICA | $500 |
| UNICEF-USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | SUPPORT FOR CHILDREN'S PROGRAMS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,317 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,821 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,821 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,560 | Amt |
| Net Investment Income | $1,326 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO CONSERVATIVE (MS #89) | $36,094 | $36,324 |
| LORD ABBETT SHT DURATION (MS #89) | $21,774 | $21,879 |
| PIMCO TOTAL RETURN BOND Z | $25,045 | $25,428 |
| PIMCO INCOME I2 | $32,028 | $32,891 |
| JPMORGAN INCOME ETF | $28,938 | $29,070 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN NEW PERSPECTIVE (MS #89) | $6,029 | $10,345 |
| BLACKROCK STRATEGIC INC OPP (MS #89) | $31,816 | $32,832 |
| BNY MELLON DYNAMIC VALUE (MS #89) | $19,233 | $22,666 |
| FIRST EAGLE GLOBAL (MS #89) | $6,817 | $10,452 |
| FIRST TRUST RISING DIV (MS #89) | $6,515 | $10,004 |
| INVESCO S&P 500 EQUAL WEIGHT (MS #89) | $6,781 | $7,854 |
| ISHARES CORE MSCI EAFE ETF (MS #89) | $7,470 | $10,735 |
| ISHARES CORE S&P 500 ETF (MS #89) | $16,457 | $54,795 |
| ISHARES MSCI ACWI ETF (MS #89) | $8,811 | $13,724 |
| ISHARES MSCI EMERGING MKT ETF (MS #89) | $1,992 | $2,762 |
| JPMORGAN GROWTH ADVANTAGE (MS #89) | $9,570 | $25,227 |
| JPMORGAN HEDGED EQUITY (MS #89) | $8,418 | $15,678 |
| OAKMARK INTERNATIONAL (MS #89) | $3,406 | $4,734 |
| ISHARES CORE S&P SMALL CAP | $8,615 | $8,533 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NET UNSETTLED TRANSACTIONS IN MS BROKERAGE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $245 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $4,368 | $4,368 | $0 |
| BANK FEES | $43 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRIOR YR EXCISE TAX | CategoryTxt |
| Amt | $340 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |