THE ROUSE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ROUSE FOUNDATION INC (EIN 46-4698448)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202401279349103135
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T18:37:29-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581653941 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE COLSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GALLERIA PARKWAY SE SUITE 600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | 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 | 464698448 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROUS | BusinessNameControlTxt |
| Phone | 4787571070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 BANKHEAD HIGHWAY | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLIE ROUSE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4787571070 | PhoneNum |
| Signature | 2024-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLIE | PersonFirstNm |
| Person Last | ROUSE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | STEPHANIE GEORGE | PreparerPersonNm |
| PTIN | P01787895 | PTIN |
| Phone | 7709890028 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $696,463 | 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 | $745,107 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $745,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $79,510 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,300 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,627 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,627 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,700 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,533 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,416 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $45,523 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,523 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $156,679 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,370 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $588,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94,233 | CashBOYAmt |
| Cash EOY | $496,829 | CashEOYAmt |
| Cash EOYFMV | $496,829 | CashEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,916 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,416 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $500 | LandEOYAmt |
| Land EOYFMV | $500 | LandEOYFMVAmt |
| Other Assets BOY | $17,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $199,134 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $199,134 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $111,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $696,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $696,463 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,921 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,621 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $38,600 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $37,105 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $41,521 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,726 | 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 | $69,712 | RetainedEarningBOYAmt |
| Retained Earning EOY | $657,737 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,712 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $657,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $696,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,712 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $588,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $657,737 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $657,737 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $0 | 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 | 0 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | ROUSEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CHARLIE ROUSE | IndividualWithBooksNm |
| Phone | 4787571070 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 BANKHEAD HIGHWAY | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30117 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLIE ROUSE | ||||||||
| 129 BANKHEAD HIGHWAY | CARROLLTON | GA | 30117 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| DEIRDRE HAYWOOD-ROUSE | ||||||||
| 129 BANKHEAD HIGHWAY | CARROLLTON | GA | 30117 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHATURIA ROUSE | ||||||||
| 129 BANKHEAD HIGHWAY | CARROLLTON | GA | 30117 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CAMARAY ROUSE | ||||||||
| 129 BANKHEAD HIGHWAY | CARROLLTON | GA | 30117 | TREASURER | 1.00 | $0 | $0 | $0 |
| URSULA PHILLIPS | ||||||||
| 9978 BRIDGEWATER POINTE | VILLA RICA | GA | 30180 | DIRECTOR | 24.00 | $79,510 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GO FOR RED - FOCUS ON PREVENTIVE WOMEN'S HEART HEALTH. THE 2 DAY EVENT INCLUDES ONE DAY OF FREE HEART SCREENINGS (BLOOD PRESSURE, BMI, CHOLESTEROL, GLUCOSE) FOR WOMEN FOLLOWED BY A CONSULTATION WITH A CARDIOLOGIST OR MID-LEVEL. THE SECOND DAY INCLUDES A SEMI-FORMAL TICKETED EDUCATIONAL LUNCHEON FOCUSED ON THE MANY FACES OF HEART DISEASE. | Description1Txt |
| Expenses1 | $8,310 | Expenses1Amt |
| Description2 | VILLAGE OF YOUTH SUMMIT - THIS IS A BACK-TO-SCHOOL EVENT FOR THE CARROLL AND CARROLLTON SCHOOL SYSTEMS IN WHICH SCHOOL SUPPLIES AND SHOES ARE GIVEN TO PARTICIPANT FAMILIES RECOMMENDED BY CARROLL DEPARTMENT OF FAMILY AND CHILDREN SERVICES AND EACH SCHOOL SYSTEM'S SOCIAL WORKERS. | Description2Txt |
| Expenses2 | $6,302 | Expenses2Amt |
| Description3 | MINI CHEF ACADEMY - FOCUSED ON PROVIDING EDUCATION ON HEART HEALTH, NUTRITION, AND STRESS MANAGEMENT FOR GRADES K-5. | Description3Txt |
| Expenses3 | $5,345 | Expenses3Amt |
| Description4 | KING OF HEARTS - FOCUSED ON COMPREHENSIVE MEN'S HEALTH. THE EVENT INCLUDES FREE SCREENINGS AND CONSULTATIONS FROM THE FOLLOWING MEDICAL SPECIALISTS: CARDIOLOGY, UROLOGY, GASTROENTEROLOGY, FAMILY PRACTICE, AND MENTAL HEALTH. IN ADDITION, A MEMBER OF THE CLERGY IS AVAILABLE FOR THOSE SEEKING SPIRITUAL GUIDANCE. THE PARTICIPANTS ENGAGE IN OUTDOOR PHYSICAL GAMES WITH POINTS HIGHLIGHTED BY RISK FACTORS OF VARIOUS DISEASES ASSOCIATED WITH MEN. THE EVENT CULMINATES WITH A HEALTHY LUNCH FOLLOWED BY A PANEL DISCUSSION OF VARIOUS COMMUNITY LEADERS AND PHYSICIANS. | Description4Txt |
| Expenses4 | $3,413 | Expenses4Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $109,525 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $217,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $217,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $214,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,701 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $10,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,701 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,370 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,370 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,869 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $94,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,714 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $160,607 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,370 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,669 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $215,276 | 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 | $215,276 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,869 | ExcessFromYear4Amt |
| Excess From Year2 | $94,024 | ExcessFromYear2Amt |
| Excess From Year1 | $61,714 | ExcessFromYear1Amt |
| Excess From Current Year | $54,669 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLIE ROUSE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MOORE'S CHAPEL UNITED METHODIST CHURCH | |||||||
| 120 N PARK ST | CARROLLTON | GA | 30117 | N/A | 501(C)(3) | CHARITABLE PURPOSE | $100 |
| THOMAS A DORSEY FESTIVAL | |||||||
| 129 BANKHEAD HIGHWAY | CARROLLTON | GA | 30117 | N/A | 501(C)(3) | CHARITABLE PURPOSE | $250 |
| ALICE'S HOUSE | |||||||
| 624 FOLDS ROAD | CARROLLTON | GA | 30116 | N/A | N/A | TOMMY GREER MEMORIAL GOLF TOURNAMENT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH BACK BONUS ( PAYPAL) | Desc |
| Unrelated Business Taxbl Incm | $47 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $47 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WEST GEORGIA CARDIOLOGY | ||||||
| 1 | 129 BANKHEAD HWY | CARROLLTON | GA | 30117 | $110,992 | Yes (X) |
| SENATOR RALPH WARNOCK | ||||||
| 2 | B40D DIRKSEN SENATE OFFICE BUILDING | WASHINGTON | DC | 20510 | $600,000 | Yes (X) |
| ASSOCIATION OF BLACK CARDIOLOGIST | ||||||
| 3 | 2400 N STREET NW STE 200 | WASHINGTON | DC | 20037 | $7,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,627 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,627 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHOLESTEROL MACHINE | PropertyDesc |
| Acquired | 2023-01-04 | AcquiredDt |
| Cost Or Other Basis | $2,916 | CostOrOtherBasisAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $2,416 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHOLESTEROL MACHINE | CategoryOrItemTxt |
| Cost Or Other Basis | $2,916 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,416 | AccumulatedDepreciationAmt |
| Book Value | $500 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSTRUCTION IN PROGRESS | Desc |
| BOY Book Value | $17,000 | BOYBookValueAmt |
| EOY Book Value | $199,134 | EOYBookValueAmt |
| EOYFMV | $199,134 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $579 | $0 | $579 |
| SUPPLIES | $3,649 | $0 | $3,649 |
| BOOKS, SUBSCRIPTIONS, REFERENCE | $1,267 | $0 | $1,267 |
| MARKETING | $5,083 | $0 | $5,083 |
| POSTAGE, MAILING SERVICE | $39 | $0 | $39 |
| BUSINESS EXPENSES | $950 | $0 | $950 |
| COMPUTER AND SOFTWARE | $2,055 | $0 | $2,055 |
| VOLUNTEER APPRECIATION | $116 | $0 | $116 |
| WEBSITE MAINTENANCE | $90 | $0 | $90 |
| INTERNET | $118 | $0 | $118 |
| CHARITABLE ACTIVITIES - HEALTH2U MOBILE CLINIC | $3,060 | $0 | $3,060 |
| OTHER CHARITABLE ACTIVITIES | $550 | $0 | $550 |
| LOCAL MISSION EVENTS | $27,967 | $0 | $27,967 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH BACK BONUS ( PAYPAL) | Desc |
| Revenue And Expenses Per Books | $47 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $6,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,700 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SENATOR RALPH WARNOCK | |||
| B40D DIRKSEN SENATE OFFICE BUILDING | WASHINGTON | DC | 20510 |
| ASSOCIATION OF BLACK CARDIOLOGISTS | |||
| 2400 N STREET NW STE 200 | WASHINGTON | DC | 20037 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $70 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |