THE KELIN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE KELIN FOUNDATION (EIN 58-6412965)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202423179349103122
- Schema version
- 2023v5.1
- Note
- A later return for the same period supersedes this one.
- 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
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T16:04:55-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581673613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT THRASHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY 700 | 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 | 586412965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KELIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELI | BusinessNameControlTxt |
| Phone | 7709883283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY 1200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID O'HAREN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7709883283 | PhoneNum |
| Signature | 2024-11-12 | 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 | MICHAEL THRASHER | PreparerPersonNm |
| PTIN | P01318597 | PTIN |
| Phone | 7703962200 | PhoneNum |
| Preparation | 2024-11-09 | PreparationDt |
| 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 | $29,316,143 | 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 | $4,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $721,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $721,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$103,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,971,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,810 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,810 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,657,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $760,651 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $79,167 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $79,167 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,746 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,873 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,873 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,325 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5,629 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,629 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,595 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,595 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95,684 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68,566 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,773 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $218,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,663 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $121,138 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,734,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,734,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,952,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,663 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,855,888 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $704,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $664,988 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,104,438 | CashBOYAmt |
| Cash EOY | $2,448,694 | CashEOYAmt |
| Cash EOYFMV | $2,448,694 | CashEOYFMVAmt |
| Acct Rcvbl | $7,895 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,478 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,895 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,895 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $912,245 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,633,166 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,633,823 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $18,531,716 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,998,994 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,225,731 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $27,552,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,088,749 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,316,143 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,584 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,584 | 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 | $27,547,293 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,088,749 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,547,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,088,749 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,552,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,088,749 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,547,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $704,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $59 | OtherIncreasesAmt |
| Subtotal | $28,251,470 | SubtotalAmt |
| Other Decreases | $162,721 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,088,749 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ROCKEFELLER #0969 | P | $255,122 | $260,461 | -$5,339 | -$5,339 |
| ROCKEFELLER #0969 | P | $409,161 | $422,439 | -$13,278 | -$13,278 |
| ROCKEFELLER #1618 | P | $2,744,750 | $2,778,879 | -$34,129 | -$34,129 |
| ROCKEFELLER #1618 | P | $1,439,302 | $1,493,237 | -$53,935 | -$53,935 |
| ROCKEFELLER #0729 | P | $1,069,106 | $1,077,554 | -$8,448 | -$8,448 |
| ROCKEFELLER #0729 | P | $30,593 | $31,129 | -$536 | -$536 |
| VANTAGEROCK ICAPITAL FUND | P | $23,477 | $23,477 | $23,477 | |
| VANTAGEROCK ICAPITAL FUND | P | $11,449 | -$11,449 | -$11,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$103,637 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,338 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,338 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $95 | OverpaymentAmt |
| Applied To ES Tax | $95 | 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 |
| Individual With Books | DAVID O'HAREN | IndividualWithBooksNm |
| Phone | 7709883283 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY SUITE 1200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS M HOLDER | ||||||||
| 3300 RIVERWOOD PARKWAY SUITE 1200 | ATLANTA | GA | 30339 | DISTRIBUTION COMMITTEE | 3.00 | $0 | $0 | $0 |
| DAVID O'HAREN | ||||||||
| 3300 RIVERWOOD PARKWAY SUITE 1200 | ATLANTA | GA | 30339 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ELIZABETH D HOLDER | ||||||||
| 3300 RIVERWOOD PARKWAY SUITE 1200 | ATLANTA | GA | 30339 | DISTRIBUTION COMMITTEE | 2.00 | $0 | $0 | $0 |
| LINDSEY HOLDER | ||||||||
| 3300 RIVERWOOD PARKWAY SUITE 1200 | ATLANTA | GA | 30339 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KELSEY HOLDER | ||||||||
| 3300 RIVERWOOD PARKWAY SUITE 1200 | ATLANTA | GA | 30339 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,995,039 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,031,832 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,026,871 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,026,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $405,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,621,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,331,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,331,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,243 | TotalTaxAmt |
| Distributable Before Adj | $1,321,830 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,321,830 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,321,830 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,855,888 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,855,888 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,321,830 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,266,012 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,936,395 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,949,907 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,025,235 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,360,750 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,538,299 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,855,888 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,321,830 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,534,058 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,072,357 | 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 | $1,266,012 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,806,345 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,936,395 | ExcessFromYear4Amt |
| Excess From Year3 | $1,949,907 | ExcessFromYear3Amt |
| Excess From Year2 | $2,025,235 | ExcessFromYear2Amt |
| Excess From Year1 | $1,360,750 | ExcessFromYear1Amt |
| Excess From Current Year | $2,534,058 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID O'HAREN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY SUITE 1200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7709883283 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN OR VERBAL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFYING CHARITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE YOUTH & FAMILY | |||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| AGNES SCOTT COLLEGE | |||||||
| 141 E COLLEGE AVENUE | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING FUNDS | $830,000 |
| ATLANTA BALLET | |||||||
| 1695 MARIETTA BOULEVARD NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| ATLANTA BELTLINE PARTNERSHIP | |||||||
| 112 KROG ST NE 14 | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING FUNDS | $25,000 |
| BACK THE BLUE | |||||||
| PO BOX 20176 | ATLANTA | GA | 30325 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| BREAKTHROUGH ATLANTA | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | |||||||
| 11030 15TH STREET NW SUITE 200 EAST | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| CAMP TWIN LAKES | |||||||
| 1100 SPRING STREET SUITE 406 | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING FUNDS | $25,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||||
| 1687 TULLIE CIRCLE | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING FUNDS | $1,615,000 |
| CITY OF REFUGE INC | |||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING FUNDS | $50,000 |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA | |||||||
| 191 PEACHTREE ST NE 1000 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING FUNDS | $30,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 57 EXECUTIVE PARK NE STE 380 | ATLANTA | GA | 303292288 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| EMORY UNIVERSITY | |||||||
| 201 DOWMAN DR | ATLANTA | GA | 30322 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| FOUNDATION OF WESLEY WOODS INC | |||||||
| 1817 CLIFTON ROAD NE | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING FUNDS | $4,000 |
| GEORGIA HISTORICAL SOCIETY | |||||||
| 501 WHITAKER STREET | SAVANNAH | GA | 31401 | NONE | PC | GENERAL OPERATING FUNDS | $45,000 |
| GEORGIA RESEARCH ALLIANCE | |||||||
| 191 PEACHTREE ST NE 849 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING FUNDS | $22,000 |
| GEORGIA TECH FOUNDATION | |||||||
| 760 SPRING ST NW SUITE 400 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING FUNDS | $600,000 |
| OUT TEACH | |||||||
| ONE THOMAS CIRCLE SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| PATH FOUNDATION | |||||||
| PO BOX 14327 | ATLANTA | GA | 30324 | NONE | PC | GENERAL OPERATING FUNDS | $35,000 |
| PIEDMONT HEALTCARE | |||||||
| 1968 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| REDEFINED ATLANTA | |||||||
| INFOREDEFINEDATLANTAORG | ATLANTA | GA | 30067 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| ROBERT W WOODRUFF FOUNDATION | |||||||
| 191 PEACHTREE STREET 3540 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| RUSSELL CENTER FOR INNOVATION AND ENTREPRENEURSHIP | |||||||
| 504 FAIR ST SW | ATLANTA | GA | 30313 | NONE | PC | GENERAL OPERATING FUNDS | $50,000 |
| SKYLAND TRAIL | |||||||
| 1961 NORTH DRUID HILLS ROAD NE | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING FUNDS | $12,000 |
| ST SIMONS LAND TRUST | |||||||
| 1624 FREDERICA RD 6 | SAINT SIMONS ISLAND | GA | 31522 | NONE | PC | GENERAL OPERATING FUNDS | $60,000 |
| THE BASCOM | |||||||
| 323 FRANKLIN ROAD | HIGHLANDS | NC | 28741 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| VOICES FOR GEORGIA'S CHILDREN | |||||||
| 75 MARIETTA ST NW | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| WESTSIDE FUTURE FUND | |||||||
| 261 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING FUNDS | $50,000 |
| YMCA OF GREATER ATLANTA | |||||||
| 957 NORTH HIGHLAND AVENUE NORTHEAST | ATLANTA | GA | 30306 | NONE | PC | GENERAL OPERATING FUNDS | $25,000 |
| USHMM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING FUNDS | $4,000 |
| UNITED WAY COASTAL GEORGIA | |||||||
| 3400 PARKWOOD DR B | BRUNSWICK | GA | 31520 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| YWCA OF GREATER ATLANTA | |||||||
| 957 NORTH HIGHLAND AVENUE NORTHEAST | ATLANTA | GA | 30306 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| COMMUNITIES OF COASTAL GEORGIA FOUNDATION | |||||||
| 777 GLOUCESTER ST STE 103 | BRUNSWICK | GA | 31520 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| AJC ATLANTA | |||||||
| 223 PERIMETER CENTER PKWY NE | DUNWOODY | GA | 30346 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| HISTORIC OAKLAND FOUNDATION | |||||||
| 248 OAKLAND AVE SE | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING FUNDS | $25,000 |
| FCS URBAN MINISTRIES INC | |||||||
| 1297 MCDONOUGH BLVD SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING FUNDS | $15,000 |
| ALEXANDER-THARPE FUND | |||||||
| 150 BOBBY DODD WAY NW | ATLANTA | GA | 30332 | NONE | PC | GENERAL OPERATING FUNDS | $31,250 |
| GEORGIA RIVER NETWORK | |||||||
| 126 S MILLEDGE AVE | ATHENS | GA | 30605 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| MOMENTUM ADVISORY COLLECTIVE | |||||||
| 1510 PACIFIC AVE | DALLAS | TX | 75201 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| COASTAL GEORGIA HISTORICAL SOCIETY | |||||||
| 610 BEACHVIEW DR | ST SIMONA ISLAND | GA | 31522 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| FRIENDS OF THE SPANISH MOSS TRAIL | |||||||
| PO BOX 401 | BEAUFORT | SC | 29901 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| THE MCINTOSH COUNTY SHOUTERS | |||||||
| 2126 GA HIGHWAY 99 | ST SIMONS ISLAND | GA | 31522 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| GSGA FOUNDATION | |||||||
| 2205 NORTHSIDE DR NW STE 200 | ATLANTA | GA | 30305 | NONE | PC | GENERAL OPERATING FUNDS | $25,000 |
| THE CHARITABLE FOUNDATION OF THE ROTARY CLUB OF ATLANTA | |||||||
| 40 COURTLAND ST NE 300 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING FUNDS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,734,750 | 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 | $721,841 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,810 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$103,637 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $657,014 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $657,014 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLDER CONSTRUCTION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY SUITE 1200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $11,746 | Amt |
| Net Investment Income | $5,873 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,873 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $22,998,994 | EOYBookValueAmt |
| EOYFMV | $24,225,731 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,633,166 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,633,823 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $162,721 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $25,773 | $0 | $25,773 |
| MANAGEMENT FEES | $68,566 | $68,566 | $0 |
| QUICKBOOKS | $553 | $0 | $0 |
| DROPBOX | $720 | $0 | $0 |
| MISCELLANEOUS | $72 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $38,810 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,810 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,810 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES - TE INCOME | Desc |
| Amt | $59 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROGRAM DEVELOPMENT COSTS | CategoryTxt |
| Amt | $10,325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,325 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $15,595 | Amt |
| Net Investment Income | $15,595 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |