WATKINS CHRISTIAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WATKINS CHRISTIAN FOUNDATION INC (EIN 58-1494832)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349101125
- Schema version
- 2023v5.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T07:44:23-06:00 | 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 | 581494832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATKINS CHRISTIAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WATK | BusinessNameControlTxt |
| Phone | 4049205009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1958 MONROE DRIVE NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30324 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY BAGLEY | PersonNm |
| Person Title | SECRETARY / TREASURER | PersonTitleTxt |
| Phone | 4049205009 | PhoneNum |
| Signature | 2024-11-13 | 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 | SHAY EUBANKS | PreparerPersonNm |
| PTIN | P00749111 | PTIN |
| Phone | 7709890028 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $93,197,741 | 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 | $32,618 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46,188 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,915,618 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,915,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,534,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,724,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,534,402 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,148,371 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,631,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,496,208 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $413,574 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $413,574 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,671 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,671 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $82,991 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $82,991 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $482,977 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $303,723 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $190,183 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $170,635 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,109 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $50,222 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50,222 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,209,598 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,347 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,322 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,411,668 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $320,179 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $764,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,175,655 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,175,655 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,587,323 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $320,179 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,940,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,043,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,176,029 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,698,411 | CashBOYAmt |
| Cash EOY | $3,455,683 | CashEOYAmt |
| Cash EOYFMV | $3,455,683 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $28,726 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $28,726 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $75,666,326 | CorporateStockBOYAmt |
| Corporate Stock EOY | $89,631,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $89,631,720 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $81,612 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $81,612 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $79,364,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,197,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $93,197,741 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $126,809 | AccountsPayableEOYAmt |
| Grants Payable EOY | $4,250,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $205,602 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,582,411 | 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 | $79,364,737 | RetainedEarningBOYAmt |
| Retained Earning EOY | $88,615,330 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,364,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,615,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,364,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $93,197,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,364,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,043,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,148,371 | OtherIncreasesAmt |
| Subtotal | $90,556,794 | SubtotalAmt |
| Other Decreases | $1,941,464 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,615,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT-TERM | 2023-12-31 | $1,343,035 | $1,575,064 | -$232,029 | -$232,029 |
| PUBLICLY TRADED SECURITIES - LONG-TERM | 2023-12-31 | $17,381,193 | $15,614,762 | $1,766,431 | $1,766,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,534,402 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,147 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,147 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $687 | EsPenaltyAmt |
| Tax Due | $334 | 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 | JEREMY BAGLEY | IndividualWithBooksNm |
| Phone | 4049505093 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1958 MONROE DR NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30324 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| W NEAL FREEMAN | ||||||||
| 1958 MONROE DR NE | ATLANTA | GA | 30324 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC S WAHLEN | ||||||||
| 1958 MONROE DR NE | ATLANTA | GA | 30324 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE C WATKINS | ||||||||
| 1958 MONROE DR NE | ATLANTA | GA | 30324 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| MICHAEL L WATKINS | ||||||||
| 1958 MONROE DR NE | ATLANTA | GA | 30324 | PRESIDENT | 15.00 | $101,906 | $0 | $0 |
| SARAH WATKINS | ||||||||
| 1958 MONROE DR NE | ATLANTA | GA | 30324 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM B WATKINS V | ||||||||
| 1958 MONROE DR NE | ATLANTA | GA | 30324 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JONATHAN WINN | ||||||||
| 1958 MONROE DR NE | ATLANTA | GA | 30324 | SECRETARY, TREASURER | 10.00 | $13,468 | $0 | $0 |
| ROZITA LA GORCE | ||||||||
| 1958 MONROE DR NE | ATLANTA | GA | 30324 | EXECUTIVE DIRECTOR | 40.00 | $294,040 | $0 | $0 |
| JEREMY BAGLEY | ||||||||
| 1958 MONROE DR NE | ATLANTA | GA | 30324 | SECRETARY, TREASURER | 10.00 | $4,161 | $0 | $0 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CRAWFORD INVESTMENT COUNSEL | |||||
| 600 GALLERIA PKWY SUITE 1650 | ATLANTA | GA | 30339 | INVESTMENT MANAGEMENT | $303,723 |
| FOUNDATION SOURCE | |||||
| 55 WALLS DRIVE | FAIRFIELD | CT | 06824 | ADMINISTRATIVE | $106,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $85,456,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,341,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $88,798,798 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $88,798,798 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,331,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,466,816 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,373,341 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,373,341 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,147 | TotalTaxAmt |
| Distributable Before Adj | $4,329,194 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,329,194 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,329,194 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,940,618 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,940,618 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,329,194 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,940,618 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,329,194 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $611,424 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $611,424 | 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 | $611,424 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $611,424 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVENTURES OF THE HEART MINISTRIES INC | |||||||
| 6050 PEACHTREE PARKWAY | NORCROSS | GA | 30092 | N/A | PC | GENERAL SUPPORT | $95,000 |
| ARCHBOLD FOUNDATION INC | |||||||
| 910 SOUTH BORAD STREET | THOMASVILLE | GA | 31792 | N/A | SO II | ARCHBOLD CHAPLAINCY PROGRAM | $100,000 |
| ATLANTA YOUTH ACADEMIES FOUNDATION INC | |||||||
| 2020 FORREST PARK RD SE | ATLANTA | GA | 30315 | N/A | SO I | STRATEGIC ENROLLMENT GROWTH INITIATIVE- TO SUPPORT AYA'S 5-YEAR ENROLLMENT PLAN TO DOUBLE THE NUMBER OF 8TH GRADE GRADUATES AND INCREASE ENROLLMENT FROM 150 TO APPROXIMATELY 225. | $100,000 |
| BROOKWOOD SCHOOL INC | |||||||
| 302 CARDINAL RIDGE ROAD | THOMASVILLE | GA | 31793 | N/A | PC | TO SUPPORT THE CAPITAL CAMPAIGN FOR THE DINING CENTER THAT WILL PROVIDE MEETING SPACE FOR STUDENT FELLOWSHIP, ELECTRONIC MEDIA SOURCES, AND COLLABORATIVE LEARNING. | $100,000 |
| BROOKWOOD SCHOOL INC | |||||||
| 301 CARDINAL RIDGE ROAD | THOMASVILLE | GA | 31792 | N/A | PC | CHAPLAIN SUPPORT - TO SUPPORT THE SALARY OF A PART-TIME CHAPLAIN ON CAMPUS THAT WILL ENRICH THE SPIRITUAL DEVELOPMENT OF STUDENTS AS THE SCHOOL SEEKS TO FULFILL IT AS PART OF ITS MISSION. | $75,000 |
| CAMPUS CRUSADE FOR CHRIST INC | |||||||
| 4902 DAKOTA AVENUE | NASHVILLE | TN | 37209 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CAMPUS CRUSADE FOR CHRIST INC | |||||||
| 651 TAYLOR DRIVE | XENIA | OH | 45385 | N/A | PC | AIA@UNIVERSITY OF GEORGIA - TO EQUIP 15 NEW STUDENTS IN HOW TO SHARE THEIR TESTIMONY, THE GOSPEL, AND SEND 10 STUDENTS ON SUMMER MISSION. | $10,000 |
| CAMPUS CRUSADE FOR CHRIST INC | |||||||
| 9236 GUYOT DR | KNOXVILLE | TN | 37922 | N/A | PC | ULTIMATE TRAINING CAMP STAFF LEADERSHIP DEVELOPMENT TO SUSTAIN CURRENT LOCATIONS AND LAUNCH NEW LOCATIONS. | $75,000 |
| CEDARBROOK OUTREACH INC | |||||||
| 8833 MIDDLEBROOK PIKE | KNOXVILLE | TN | 37923 | N/A | PC | GENERAL SUPPORT | $45,000 |
| CHILDRENS MUSEUM OF TAMPA INC | |||||||
| 110 WEST GASPARILLA PLAZA | TAMPA | FL | 33602 | N/A | PC | SUNSHINE SUNDAY AND SENSORY SUPPORT PROGRAM | $35,000 |
| CHRIST HARBOR METHODIST CHURCH | |||||||
| 13650 HWY 43 | NORTHPORT | AL | 35475 | N/A | PC | TECH UPGRADE FOR NEW ADDITION | $25,000 |
| CITY OF REFUGE INC | |||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | N/A | PC | GENERAL SUPPORT | $50,000 |
| CORNERSTONE CHRISTIAN ACADEMY | |||||||
| 5295 TRIANGLE PARKWAY | PEACHTREE CORNERS | GA | 30092 | N/A | PC | TECHNOLOGY UPGRADES - THE LS INTERCOM SYSTEM, UPDATE; ADD NEW WIRELESS ACCESS POINTS FOR STUDENTS AND REPLACE WIRELESS MICROPHONES IN THE ARTS DEPARTMENT PER FCC REGULATIONS. | $75,000 |
| DESIRE STREET MINISTRIES | |||||||
| POBOX 105603 PMB 82418 | ATLANTA | GA | 303485603 | N/A | PC | 50% GENERAL SUPPORT AND 50% MINISTRY TECHNOLOGY SOLUTION | $75,000 |
| EAGLE RANCH INC | |||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | N/A | PC | TO EXPAND THE NON-RESIDENTIAL SERVICES TO MORE CHILDREN AND FAMILIES IN THE COMMUNITY. | $50,000 |
| EPWORTH BY THE SEA INC | |||||||
| PO BOX 20407 | ST SIMONS ISLAND | GA | 31522 | N/A | PC | GENERAL SUPPORT | $50,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 31 MOURY AVE SE | ATLANTA | GA | 30315 | N/A | PC | FCA ATL SPORTS MINISTRY - PROGRAMMING FOR BASEBALL, BASKETBALL, SOCCER LEAGUES, CAMPS AND MISSION TRIPS FOR SUMMER 2023. | $30,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 982 AZALEE HESTER WHARTON WAY | ATLANTA | GA | 30318 | N/A | PC | FCA 2023-24 SOUTH DIVISION STAFF MOBILIZATION - TO HIRE AND MOBILIZE KEY LEADERSHIP AND FIELD STAFF IN 14 MAJOR MARKETS (ATLANTA, MIAMI, TAMPA, JACKSONVILLE, ORLANDO, CHARLOTTE, NEW ORLEANS, OKLAHOMA CITY, TULSA, BIRMINGHAM, DALLAS, HOUSTON, LOUISVILLE AND MEMPHIS). | $100,000 |
| FLORIDA BAPTIST CHILDRENS HOME | |||||||
| 1015 SIKES BLVD | LAKELAND | FL | 33815 | N/A | PC | TO SUPPORT THE SINGLE MOMS PROGRAM -- PROVIDING PREVENTATIVE SERVICES TO 203 SINGLE MOMS AND THEIR CHILDREN. | $75,000 |
| FLORIDA SOUTHERN COLLEGE | |||||||
| 111 LAKE HOLLINGSWORTH DRIVE | LAKELAND | FL | 33801 | N/A | PC | CHAPLAIN'S OFFICE RETENTION AND RESILIENCY PROGRAM AND SPRING ADVANCE DISCIPLESHIP SERIES - DESIGNED TO ADDRESS STUDENTS' MENTAL HEALTH NEEDS. | $50,000 |
| GATHERING PLACE INC | |||||||
| PO BOX 394 | THOMASVILLE | GA | 31799 | N/A | PC | GENERAL SUPPORT | $60,000 |
| GREATER ATLANTA CHRISTIAN SCHOOLS INC | |||||||
| 1575 INDIAN TRAIL LILBURN RD NW | NORCROSS | GA | 30093 | N/A | PC | FINANCIAL AID AND CHRISTIAN LIFE FUND - TO SUPPORT NEED-BASED TUITION UP TO $25,000 AND $15,000 FOR THE CHRISTIAN LIFE FUND. | $40,000 |
| HEART TO HEART MINISTRIES FOR HIM | |||||||
| PO BOX 957 | CUMMING | GA | 30028 | N/A | PC | GENERAL SUPPORT | $10,000 |
| HOPE ACADEMY INC | |||||||
| 2300 CHICAGO AVE S | MINNEAPOLIS | NM | 55404 | N/A | PC | GENERAL SUPPORT | $50,000 |
| INNER QUEST UNLIMITED | |||||||
| 12830 NEW PROVIDENCE RD | ALPHARETTA | GA | 30004 | N/A | PC | UPDATING CHILDREN'S OUTDOOR AND INDOOR AREAS AND TEACHER COMPENSATION | $20,000 |
| INTERNATIONAL LEADERSHIP INSTITUTE INC | |||||||
| PO BOX 1005 | CARROLTON | GA | 30112 | N/A | PC | GENERAL SUPPORT | $40,000 |
| JESUIT HIGH SCHOOL OF TAMPA INC | |||||||
| 4701 N HIMES AVE | TAMPA | FL | 33614 | N/A | PC | TO PROVIDE TUITION SUPPORT FOR UP TO THREE YOUNG MEN TO ATTEND JESUIT HIGH SCHOOL OF TAMPA. | $50,000 |
| KIDZ 2 LEADERS INC | |||||||
| 1640 POWERS FERRY RD | MARIETTA | GA | 30067 | N/A | PC | GENERAL SUPPORT | $15,000 |
| LAKE POINT CHURCH | |||||||
| PO BOX 106 | EMERSON | GA | 30137 | N/A | PC | TO PURCHASE A COMMERCIAL LAWNMOWER, ARCHITECTURAL RENDERINGS AND TO HOST FAMILY GATHERINGS IN THE EMERSON NEIGHBORHOODS. | $20,000 |
| LIGHTHOUSE FAMILY RETREAT INC | |||||||
| 2555 NORTHWINDS PARKWAY | ALPHARETTA | GA | 30009 | N/A | PC | WEEK-LONG, SEASIDE FAMILY RETREATS | $60,000 |
| MARY HALL FREEDOM VILLAGE INC | |||||||
| 445A MARKET PLACE | ROSWELL | GA | 30075 | N/A | PC | INNOVATIVE MINDS LEARNING CENTER SUMMER ENRICHMENT PROGRAM | $15,000 |
| METCALFE UNITED METHODIST CHURCH | |||||||
| 3434 SPRING HILL ROAD | THOMASVILLE | GA | 31792 | N/A | PC | THE CASH RESERVE FUND FOR EMERGENCY USES AND OTHER REPAIRS TO THE CHURCH BUILDING. | $30,000 |
| MOVING IN THE SPIRIT INC | |||||||
| PO BOX 170230 | ATLANTA | GA | 30317 | N/A | PC | GENERAL SUPPORT | $50,000 |
| NORTH GEORGIA CAMP AND RETREAT MINISTRIES INC | |||||||
| 690 CAMP GLISSON ROAD | DAHLONEGA | GA | 30533 | N/A | PC | THE EXPERIENTIAL LEADERSHIP INSTITUTE AND GROW DAY CAMPS | $25,000 |
| P A C T MINISTRY INC | |||||||
| 3000 OLD ALABAMA | ALPHARETTA | GA | 300225860 | N/A | PC | GENERAL SUPPORT | $45,000 |
| PALMA CEIA PRESBYTERIAN CHURCH | |||||||
| 3501 SAN JOSE STREET | TAMPA | FL | 33629 | N/A | PC | THE BETHLEHEM INCLUSIVE CONGREGATION EXPANSION ($75,000), AND THE DIGITAL WORSHIP AND FAITH OUTREACH ($75,000). | $150,000 |
| PARKER STREET MINISTRIES INC | |||||||
| 719 N MASSACHUSETTS AVE | LAKELAND | FL | 33801 | N/A | PC | GENERAL SUPPORT | $75,000 |
| PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT INC | |||||||
| 1239 E MAIN STREET | BARTOW | FL | 33830 | N/A | PC | GENERAL SUPPORT | $45,000 |
| PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT INC | |||||||
| 1240 E MAIN STREET | BARTOW | FL | 33831 | N/A | PC | GENERAL SUPPORT | $45,000 |
| RADICAL LIFE MINISTRIES INC | |||||||
| PO BOX 1248 | KEYSTONE HEIGHTS | FL | 32656 | N/A | PC | TO SUPPORT THE PURCHASE OF FURNITURE (FURNITURE, DESKS, CHAIRS AND AIR CONDITIONING) FOR THE COSTA RICA CHRISTIAN SCHOOL. | $40,000 |
| SHEPHERDS HILL ACADEMY INC | |||||||
| 2200 PRICEROAD | MARTIN | GA | 30557 | N/A | PC | PHASE I CAMPUS DEVELOPMENT: CONTINUED CONSTRUCTION OF THE DINING HALL & CONFERENCE CENTER AND RELOCATION OF CONFERENCE AREA FOR FAMILIES AND STUDENTS. | $75,000 |
| SMOKE RISE BAPTIST CHURCH | |||||||
| 5901 HUGH HOWELL ROAD | STONE MOUNTAIN | GA | 30078 | N/A | PC | GENERAL SUPPORT | $50,000 |
| SPREADING HOPE | |||||||
| PO BOX 6381 | MINNEAPOLIS | MN | 55406 | N/A | PC | GENERAL SUPPORT | $50,000 |
| ST CHRISTOPHER TRUCKERS DEVELOPMENT & RELIEF FUND INC | |||||||
| PO BOX 30763 | KNOXVILLE | TN | 37930 | N/A | PC | GENERAL SUPPORT | $25,000 |
| ST JOHNS EPISCOPAL PARISH DAY SCHOOL INC | |||||||
| 240 S PLANT AVE | TAMPA | FL | 33606 | N/A | PC | ST. JOHN'S CAPITAL CAMPAIGN 2024 - 2026: A PLACE TO GROW. TO SUPPORT THE CONSTRUCTION OF A 90,000 SQUARE FOOT ACADEMIC FACILITY. ADDING MORE GREEN SPACE, STATE OF THE ART SPACIOUS CLASSROOMS, LABS AND MEETING SPACES FOR STEM, ROBOTICS AND PERFORMING ARTS. | $200,000 |
| THE FIRST UNITED METHODIST CHURCH OF LAKELAND INC | |||||||
| 72 LAKE MORTON DRIVE | LAKELAND | FL | 33801 | N/A | PC | GENERAL SUPPORT | $325,000 |
| THE LIONHEART LIFE CENTER INC | |||||||
| 12624 BOARDWELL ROAD | ALPHARETTA | GA | 30004 | N/A | PC | LIONHEART WORKS AND HEARTREACH VOCATIONAL PROGRAMS. | $40,000 |
| THE SPRING OF TAMPA BAY INC | |||||||
| PO BOX 5147 | TAMPA | FL | 33675 | N/A | PC | GENERAL SUPPORT | $30,000 |
| THOMASVILLE FIRST UNITED METHODIST CHURCH | |||||||
| PO BOX 975 | THOMASVILLE | GA | 31799 | N/A | PC | TO SUPPORT THE RENOVATION OF THE SANCTUARY. | $75,000 |
| VASHTI CENTER INC | |||||||
| 1815 E CLAY STREET | THOMASVILLE | GA | 31792 | N/A | NC | SPIRITUAL DEVELOPMENT PROGRAM FOR YOUTH IN RESIDENTIAL CARE | $59,655 |
| VISION ATLANTA INC | |||||||
| PO BOX 725 | BUFORD | GA | 20520 | N/A | PC | TO SUPPORT BUILDING A 15,000 SQUARE FOOT LEARNING CENTER, THE BARN AT CAMP GRACE. | $100,000 |
| VISION ATLANTA INC | |||||||
| PO BOX 724 | BUFORD | GA | 20519 | N/A | PC | CAMP GRACE SUMMER 2023 | $46,000 |
| VOLUNTEERS IN SERVICE TO THE ELDERLY INC | |||||||
| 1232 E MAGNOLIA ST | LAKELAND | FL | 33801 | N/A | PC | GENERAL SUPPORT | $40,000 |
| WARNER UNIVERSITY | |||||||
| 13895 HWY 27 | LAKE WALES | FL | 33859 | N/A | PC | TO PROVIDE INSTITUTIONAL FINANCIAL AID THROUGH THE ROYAL FUND FOR EXCELLENCE. | $30,000 |
| WELLSPRING LIVING INC | |||||||
| 1040 BOULEVARD SE | ATLANTA | GA | 30312 | N/A | GOV | $20 MILLION WELCOME HOME- A CAMPAIGN TO DEEPEN AND BROADEN WELLSPRING LIVING'S IMPACT | $150,000 |
| WESLEYAN COLLEGE | |||||||
| 4760 FORSYTH ROAD | MACON | GA | 31210 | N/A | PC | TO SUPPORT THE RENOVATIONS AT HIGHTOWER RESIDENCE HALL DURING THE 2023 SUMMER MONTHS. | $50,000 |
| WESLEYAN SCHOOL | |||||||
| 5405 SPALDING DR | PEACHTREE CORNERS | GA | 30092 | N/A | PC | TO SUPPORT THE CAPITAL CAMPAIGN FOR THE YOUNG HALL | $100,000 |
| YOUNG LIFE - AFRICA | |||||||
| 3302 W HORATIO STREET | TAMPA | FL | 33609 | N/A | PC | GENERAL SUPPORT | $15,000 |
| YOUNG LIFE - MURFREEBORO | |||||||
| PO BOX 741 | MURFREESBORO | AL | 37133 | N/A | PC | GENERAL SUPPORT | $40,000 |
| YOUNG LIFE - POLK COUNTY | |||||||
| PO BOX 8962 | LAKELAND | FL | 33806 | N/A | PC | GENERAL SUPPORT | $30,000 |
| YOUNG LIFE - TAMPA | |||||||
| 9803 CREEK CROSS ST | TAMPA | FL | 33647 | N/A | PC | GENERAL SUPPORT | $170,000 |
| YOUNG LIFE-SOUTHWINDS | |||||||
| 18115 SE 95TH STREET | OCKLAWAHA | FL | 32179 | N/A | PC | TO SUPPORT THE CONSTRUCTION OF A NEW DINING HALL AND KITCHEN AT SOUTHWINDS CAMP THAT WILL HOST 450 CHILDREN AND YOUTH. | $100,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION & YOUTH CENTER OF THOMASVILLE INC | |||||||
| PO BOX 1037 | THOMASVILLE | GA | 31799 | N/A | PC | HOPE PROGRAM - $25,000 & GENERAL OPERATING SUPPORT - $50,000 | $75,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF WEST CENTRAL FLORIDA INC | |||||||
| 3620 CLEVELAND HEIGHTS BLVD | LAKELAND | FL | 33803 | N/A | PC | TO SUPPORT THE CAPITAL CAMPAIGN FOR THE LAKELAND FAMILY YMCA - CENTER FOR CHILD DEVELOPMENT ENLARGEMENT, RENOVATION AND ENHANCEMENT | $150,000 |
| YOUTH FOR CHRIST USA INC | |||||||
| 1 MECA WAY | NORCROSS | GA | 30093 | N/A | PC | CAMPUS LIFE + MENTAL HEALTH INITIATIVE | $20,000 |
| YOUTH OUTREACH UNITED | |||||||
| 1371 HOME PLACE DRIVE | LAWRENCEIVLLE | GA | 30044 | N/A | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,175,655 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,618 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,915,618 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,148,371 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,534,402 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,482,638 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,148,371 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,631,009 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $82,991 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $82,991 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE 26 COLUMN (D) | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION DOES NOT HAVE ANY KNOWLEDGE THAT VASHTI CENTER INC. IS A 509(A)(3) TYPE III NON-FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION. THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY IN MAKING THE GRANT AND HAS NOT TREATED THE GRANT TO SUCH AS A QUALIFYING DISTRIBUTION ON PART I, LINE 26, COLUMN (D) IN THE AMOUNT OF $59,655 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (105 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $1,678,325 | $1,678,325 |
| ACADEMY SPORTS & OUTDOOR | $478,500 | $478,500 |
| ACCENTURE PLC | $1,193,094 | $1,193,094 |
| AMDOCS LIMITED | $1,164,982 | $1,164,982 |
| AMERICAN SOFTWARE INC | $380,132 | $380,132 |
| APTAR GROUP INC | $1,092,801 | $1,092,801 |
| ARTISAN PARTNERS ASSET MANAGEMENT INC | $264,196 | $264,196 |
| ASTRAZENECA | $1,481,700 | $1,481,700 |
| AZZ INCORPORATED | $466,463 | $466,463 |
| BELDEN INC | $222,480 | $222,480 |
| BLACK HILLS CORP | $331,253 | $331,253 |
| H&R BLOCK INC | $272,323 | $272,323 |
| BROADCOM INC | $913,093 | $913,093 |
| BROWN & BROWN INC | $465,059 | $465,059 |
| BROWN FORMAN CORP CL B | $169,302 | $169,302 |
| CACTUS INC | $241,074 | $241,074 |
| CAMECO CORPORATION | $775,800 | $775,800 |
| CARDINAL HEALTH INC | $1,382,976 | $1,382,976 |
| CARTER'S INC | $221,674 | $221,674 |
| CHARLES SCHWAB CORP | $1,398,704 | $1,398,704 |
| CLOROX CO | $1,320,383 | $1,320,383 |
| COMCAST CORP | $1,484,323 | $1,484,323 |
| CONMED CORPORATION | $681,152 | $681,152 |
| DT MIDSTREAM INC | $285,508 | $285,508 |
| ESCO TECH INC | $1,325,365 | $1,325,365 |
| GENUINE PARTS COMPANY | $434,890 | $434,890 |
| GLOBAL PAYMENTS INC | $1,571,117 | $1,571,117 |
| FULLER H B CO | $342,736 | $342,736 |
| HNI CORP | $351,790 | $351,790 |
| HACKETT GROUP INC | $282,120 | $282,120 |
| HANOVER INSURANCE | $217,342 | $217,342 |
| HASBRO INC | $980,352 | $980,352 |
| HOME DEPOT INC | $1,916,422 | $1,916,422 |
| HONEYWELL INTL INC | $1,048,550 | $1,048,550 |
| HOULIHAN LOKEY INC | $311,766 | $311,766 |
| HUNTINGTON BANCSHARES INC | $333,137 | $333,137 |
| INTERNATIONAL BUSINESS MACHINES | $1,144,850 | $1,144,850 |
| JOHNSON & JOHNSON | $1,382,447 | $1,382,447 |
| JOHNSON CONTROLS INTERNATIONAL PLC | $1,641,587 | $1,641,587 |
| JOHNSON OUTDOORS INC | $145,302 | $145,302 |
| JP MORGAN CHASE | $1,326,780 | $1,326,780 |
| LAMB WESTON HOLDINGS INC | $250,769 | $250,769 |
| LITTELFUSE, INC | $1,153,184 | $1,153,184 |
| LPL FINL HLDGS | $232,172 | $232,172 |
| M&T BANK CORP | $1,539,820 | $1,539,820 |
| MARSH AND MCLENNAN COMPANIES INC | $1,002,296 | $1,002,296 |
| MARVELL TECHNOLOGY, INC | $1,193,836 | $1,193,836 |
| MEDTRONIC PLC | $1,070,940 | $1,070,940 |
| MICROSOFT CORP | $1,835,075 | $1,835,075 |
| MONARCH CASINO&RESORT | $239,951 | $239,951 |
| MONDELEZ INTERNATIONAL INC | $941,590 | $941,590 |
| MOOG INC CL A | $600,837 | $600,837 |
| MSC INDUSTRIAL DRCT | $401,496 | $401,496 |
| MUELLER WATER PRODUCTS INC | $344,016 | $344,016 |
| NEXTERA ENERGY, INC | $874,656 | $874,656 |
| NVENT ELECTRIC PLC | $1,757,337 | $1,757,337 |
| OLD REP INTL CORP | $327,222 | $327,222 |
| OMNICOM GROUP | $1,943,880 | $1,943,880 |
| ONEOK INC | $226,108 | $226,108 |
| ORACLE CORP | $1,230,368 | $1,230,368 |
| PERRIGO CO PLC | $298,309 | $298,309 |
| PFIZER INC | $1,038,167 | $1,038,167 |
| PHILIP MORRIS INTL | $1,382,976 | $1,382,976 |
| POWER INTEGRATIONS, INC | $449,963 | $449,963 |
| PROCTER GAMBLE CO | $1,352,564 | $1,352,564 |
| RESMED INC | $235,667 | $235,667 |
| REVVITY INC | $267,810 | $267,810 |
| REYNOLDS CONSUMER PRODUCTS INC | $190,027 | $190,027 |
| ROGERS COMM CL B | $1,364,512 | $1,364,512 |
| RAYTHEON TECHNOLOGIES CORP | $1,107,282 | $1,107,282 |
| SBA COMMUNICATIONS CORP | $1,174,585 | $1,174,585 |
| S&P GLOBAL INC COM | $1,233,456 | $1,233,456 |
| SAP AKTIENGESELL ADS | $1,385,899 | $1,385,899 |
| SAPIENS INTERNATIONAL CORPORATION NV | $278,403 | $278,403 |
| SERVICE CP INTL | $264,902 | $264,902 |
| SHOE CARNIVAL INC | $160,717 | $160,717 |
| SIMULATIONS PLUS INC | $322,648 | $322,648 |
| SMITH A O CORP DEL COM | $259,686 | $259,686 |
| SOUTH STATE CORPORATION | $239,838 | $239,838 |
| STANDEX INTERNATIONAL CORP | $631,936 | $631,936 |
| STARBUCKS CORP COM | $960,100 | $960,100 |
| TE CONNECTIVITY LTD | $1,420,455 | $1,420,455 |
| TENNANT CO | $230,798 | $230,798 |
| TEXAS PACIFIC LAND CORPORATION | $621,118 | $621,118 |
| THE COCA-COLA CO | $1,349,497 | $1,349,497 |
| TRICO BANCSHARES | $298,212 | $298,212 |
| TURNING POINT BRANDS INC | $238,722 | $238,722 |
| U.S. PHYSICAL THERAPY INC | $212,359 | $212,359 |
| UNITED PARCEL SERVICE | $1,100,610 | $1,100,610 |
| VALMONT INDUSTRIES INC | $177,468 | $177,468 |
| VISA INC | $2,134,870 | $2,134,870 |
| WEC ENERGY GROUP, INC | $1,114,832 | $1,114,832 |
| WALKER & DUNLOP INC | $289,736 | $289,736 |
| WAL-MART STORES INC | $1,420,427 | $1,420,427 |
| WESTROCK COMPANY | $418,106 | $418,106 |
| WILLIS TOWERS WATSON | $410,040 | $410,040 |
| WOODWARD INC | $246,395 | $246,395 |
| ZIMMER BIOMET HOLDINGS | $268,957 | $268,957 |
| ALEXANDRIA REAL ESTATE EQUITIES INC | $1,004,018 | $1,004,018 |
| AMERICAN ASSETS TRUST INC | $296,907 | $296,907 |
| CUBESMART | $321,206 | $321,206 |
| ESSEX PRTY TR INC | $324,801 | $324,801 |
| INDEPENDENCE REALTY TR | $206,397 | $206,397 |
| STAG INDUSTRIAL INC | $251,657 | $251,657 |
| CRAWFORD DIV OPPORTUNITY FUND | $10,387,282 | $10,387,282 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,671 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,671 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $81,612 | EOYBookValueAmt |
| EOYFMV | $81,612 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH TO GAAP ADJUSTMENT (NO TAX IMPACT) | Desc |
| Amt | $1,941,464 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $2,347 | $2,347 | $0 |
| CELL PHONE EXPENSE | $1,432 | $0 | $1,432 |
| COMPUTERS/ELECTRONIC DEVICES | $5,843 | $0 | $5,843 |
| OFFICE & SUPPLIES | $7,577 | $0 | $7,577 |
| COMMUNICATIONS FEES | $25,849 | $0 | $25,849 |
| DUES AND MEMBERSHIPS | $9,930 | $0 | $9,930 |
| INSURANCE | $6,620 | $0 | $35,346 |
| ACCRUED CONTRIBUTIONS (APPROVED - NOT PAID) | $3,150,000 | $0 | $0 |
| LESS: THE VASHTI CENTER CONTRIBUTIONS AS IRC 509 (A)(3) | $0 | $0 | -$59,655 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED PORTFOLIO GAIN | Desc |
| Revenue And Expenses Per Books | $8,148,371 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENT | Desc |
| Amt | $8,148,371 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAXES PAYABLE | $0 | $192,144 |
| FEDERAL EXCISE TAX PAYABLE | $0 | $13,458 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STAFF DEVELOPMENT & TRAINING | $310 | $0 | $310 |
| IT LICENSE FEES | $6,038 | $0 | $6,038 |
| SOFTWARE SUBSCRIPTIONS | $10,444 | $0 | $10,444 |
| PROGRAM SUPPORT CONSULTANT | $11,200 | $0 | $11,200 |
| PHILANTHROPIC CONSULTING FEES | $44,670 | $0 | $44,669 |
| INVESTMENT MANAGEMENT FEES | $303,723 | $303,723 | $0 |
| ADMINISTRATIVE (FOUNDATION SOURCE) | $106,592 | $0 | $117,522 |
| $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $14,109 | $14,109 | $0 |
| FEDERAL EXCISE TAX | $43,264 | $0 | $0 |
| FEDERAL EXCISE TAX - DEFERRED | $113,262 | $0 | $0 |