LENORA AND ALFRED GLANCY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LENORA AND ALFRED GLANCY FOUNDATION INC (EIN 58-2115479)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-27
- IRS object ID
- 202530869349100113
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-27T09:36:12-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994625061 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4004 SUMMIT BLVD NE SUITE 800 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582115479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENORA AND ALFRED GLANCY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | MARGARET SCOTT ALSTON & BIRD LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENO | BusinessNameControlTxt |
| Phone | 4048817962 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WEST PEACHTREE STREET 4900 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303093424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET SCOTT | PersonNm |
| Person Title | AUTHORIZED REPRESENTATIVE | PersonTitleTxt |
| Phone | 4048817962 | PhoneNum |
| Signature | 2025-02-19 | 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 | SCOTT M ABRAMS | PreparerPersonNm |
| PTIN | P00433270 | PTIN |
| Phone | 7703948000 | PhoneNum |
| Preparation | 2025-02-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $12,842,608 | 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 | $270,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,172 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $922,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,406,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $922,108 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,192,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,192,280 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,667 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,333 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,760 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,920 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,840 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,733 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,467 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,353 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,673 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $545,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $545,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $642,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,673 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $567,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $549,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,117,607 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149,130 | CashBOYAmt |
| Cash EOY | $273,935 | CashEOYAmt |
| Cash EOYFMV | $273,935 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $56,701 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $51,731 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $51,731 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $8,677,740 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,102,902 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,516,942 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,883,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,428,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,842,608 | 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 | $8,883,571 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,428,568 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,883,571 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,428,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,883,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,428,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,883,571 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $549,967 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,433,538 | SubtotalAmt |
| Other Decreases | $4,970 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,428,568 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,141,639 | $484,881 | $656,758 | $656,758 | |
| CAPITAL GAINS DIVIDENDS | $265,350 | $265,350 | $265,350 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $922,108 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,535 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,731 | 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 | $51,731 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36,196 | OverpaymentAmt |
| Applied To ES Tax | $36,196 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET SCOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048817962 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WEST PEACHTREE STREET | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303093424 | 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 | CHRISTOPHER I BRANDON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 HESTERTOWN ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 306502732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHM/TREAS/SEC | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $20,000 | 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 | $12,229,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $286,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $51,938 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,567,413 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,567,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,378,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $618,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $618,945 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,535 | TotalTaxAmt |
| Distributable Before Adj | $603,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $603,410 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $603,410 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $567,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $567,640 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $603,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $486,464 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $567,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $486,464 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,176 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $522,234 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARGARET SCOTT CO ALSTON BIRD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WEST PEACHTREE STREET | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303093424 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4048817962 | RecipientPhoneNum |
| Recipient Email Address | MARGARET.SCOTT@ALSTON.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER FORM. DESCRIBE PROJECT OR NEED FOR GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT APPLICANTS MUST BE PUBLIC CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ALSAC ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 53 PERIMETER CENTER E SUITE 100 | ATLANTA | GA | 30346 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BOYCE L ANSLEY SCHOOL INC | ||||||||
| 120 RALPH MCGILL BLVD NE BLDG 3 | ATLANTA | GA | 30308 | NONE | PC | GENERAL SUPPORT | $10,000 | SUITE B1 |
| CANINE ASSISTANTS | ||||||||
| 3160 FRANCIS RD | ALPHARETTA | GA | 30004 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| CHRISTIAN ACADEMY OF KNOXVILLE | ||||||||
| 529 ACADEMY WAY | KNOXVILLE | TN | 37923 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| FERST READERS | ||||||||
| 237 N 2ND ST | MADISON | GA | 30650 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| GREEN COUNTY CHRISTMAS STOCKING FUND | ||||||||
| 102 N EAST ST | GREENSBORO | GA | 30642 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| HOLLINS UNIVERSITY | ||||||||
| 7916 WILLIAMSON RD | ROANOKE | VA | 24020 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JOSEPH'S COAT INC | ||||||||
| 1140 MONTICELLO RD | MADISON | GA | 30650 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| K9S FOR WARRIORS | ||||||||
| 114 CAMP K9 RD | PONTE VEDRA | FL | 32081 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| MADISON-MORGAN COMMUNITY FOOD PANTRY | ||||||||
| 1065 EAST AVE | MADISON | GA | 30650 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MADISON-MORGAN CONSERVANCY | ||||||||
| 137 N 1ST ST | MADISON | GA | 30650 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| MADISON-MORGAN COUNTY BOYS & GIRLS CLUB | ||||||||
| 920 PEARL ST | MADISON | GA | 30650 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| MORGAN COUNTY EMPTY STOCKING | ||||||||
| 1380 MONTICELLO ROAD | MADISON | GA | 30650 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MORGAN COUNTY FOUNDATION FOR EXCELLENCE | ||||||||
| 555 SOUTH MAIN STREET | MADISON | GA | 30650 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| MORGAN COUNTY HABITAT FOR HUMANITY | ||||||||
| PO BOX 207 | MADISON | GA | 30650 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MORGAN COUNTY HUMANE SOCIETY | ||||||||
| 1170 FAIRGROUND RD | MADISON | GA | 30650 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| MORGAN COUNTY MEMORIAL HOSPITAL | ||||||||
| 1740 LIONS CLUB RD | MADISON | GA | 30650 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PIEDMONT ATHENS REGIONAL FOUNDATION | ||||||||
| 1199 PRINCE AVE | ATHENS | GA | 30606 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| RABUN GAP-NACOOCHEE SCHOOL | ||||||||
| 339 NACOOCHEE DR | RABUN GAP | GA | 30568 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SPREAD LOVE MINISTRIES OF GEORGIA INC | ||||||||
| 1410 EATONTON ROAD | MADISON | GA | 30650 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE CARING PLACE | ||||||||
| 130 WILDWOOD AVE | CLEVELAND | TN | 37311 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE NEW SCHOOL | ||||||||
| 655 MEMORIAL DR SE | ATLANTA | GA | 30312 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE STAR FOUNDATION | ||||||||
| PO BOX 279 | ORINDA | CA | 94563 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| WOMEN OF GOD'S MINISTRY | ||||||||
| UNKNOWN | MAGNOLIA | AR | 71753 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WOODWARD ACADEMY | ||||||||
| 1662 WEST RUGBY AVENUE | COLLEGE PARK | GA | 30337 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| WYOMING COMMUNITY FOUNDATION | ||||||||
| 1472 N 5TH STREET SUITE 201 | LARAMIE | WY | 82072 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $545,000 | 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 | $270,172 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $922,108 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,192,280 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,192,280 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | CONTRIBUTE TO CHARITABLE ORGANIZATIONS. |
| 8 | SAME DESCRIPTION |
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 FEES | CategoryTxt |
| Amt | $5,200 | Amt |
| Net Investment Income | $1,733 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,467 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES--CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,102,902 | BookValueAmt |
| EOYFMV | $12,516,942 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,760 | LegalFeesAmt |
| Net Investment Income | $2,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,840 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 FEDERAL EXCISE TAX | Desc |
| Amt | $4,970 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $63,353 | Amt |
| Net Investment Income | $63,353 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |