THE PEYTON ANDERSON FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE PEYTON ANDERSON FOUNDATION INC (EIN 58-1803562)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349102815
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T12:20:06-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581484212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD MOORE & MCDUFFIE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4547 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581803562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PEYTON ANDERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEYT | BusinessNameControlTxt |
| Phone | 4787435359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MULBERRY STREET SUITE 830 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN J LAMBERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4787435359 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | LAMBERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA G SLAGLE | PreparerPersonNm |
| PTIN | P00083775 | PTIN |
| Phone | 4787425317 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $110,940,384 | 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 | $346,914 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $346,914 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,501,711 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,501,711 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,090,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $180,300 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $261,719 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $261,719 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,289,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,290,644 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $302,386 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $53,844 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $248,542 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $260,600 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $93,760 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $166,840 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $111,750 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $32,400 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $79,350 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $588 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,292 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $723,736 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $700,376 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,360 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $123,247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,680 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22,792 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $13,475 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,347 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $53,404 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,340 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $48,064 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,220 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,993 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $26,226 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,058 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $106 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $952 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $108,673 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,287 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100,386 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,735,429 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $910,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $721,804 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,526,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,526,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,262,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $910,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,248,554 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,972,181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,379,923 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,574,799 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,593,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,593,702 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,089,065 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,089,065 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,089,065 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $219,902 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,803,975 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $2,715,900 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,803,975 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,803,975 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $4,251,411 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,535,582 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,871,826 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $64,601,735 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,124,719 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $93,139,142 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,479,654 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,617,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,076,875 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $586,675 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $562,786 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $943,590 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $150,202 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $127,830 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $22,644 | LandBOYAmt |
| Land EOY | $22,372 | LandEOYAmt |
| Land EOYFMV | $22,372 | LandEOYFMVAmt |
| Other Assets BOY | $50,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $50,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $269,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $85,371,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,399,702 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,940,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $85,371,883 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,399,702 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $85,371,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,399,702 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $85,371,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,399,702 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $85,371,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,972,181 | ExcessRevenueOverExpensesAmt |
| Subtotal | $81,399,702 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $81,399,702 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS MARKETABLE SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $46,291,406 | GrossSalesPriceAmt |
| Cost Or Other Basis | $46,909,945 | CostOrOtherBasisAmt |
| Gain Or Loss | -$618,539 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$618,539 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $180,300 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,181 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,181 | SubtotalAmt |
| Tax Based On Investment Income | $19,181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $87,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $68,419 | OverpaymentAmt |
| Applied To ES Tax | $68,419 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PEYTONANDERSON.ORG | WebsiteAddressTxt |
| Individual With Books | KAREN J LAMBERT | IndividualWithBooksNm |
| Phone | 4787435359 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MULBERRY STREET SUITE 830 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| REID HANSON JR | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $16,584 | $0 | $0 |
| KATHRYN H DENNIS | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $16,584 | $0 | $0 |
| R KIRBY GODSEY | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $16,584 | $0 | $0 |
| ED SELL III | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $16,584 | $0 | $0 |
| MARC T TREADWELL | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| KAREN J LAMBERT | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | PRESIDENT | 40.00 | $236,050 | $52,000 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE ATTACHED | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MULBERRY STREET SUITE 830 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SEE ATTACHED | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $260,600 | CompensationAmt |
| Employee Benefits | $59,750 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SNYDER CAPITAL MANAGEMENT LP | |||||
| 101 MISSION STREET SUITE 1400 | SAN FRANCISCO | CA | 94105 | INVESTMENT MGR | $217,395 |
| BARON CAPITAL MANAGEMENT INC | |||||
| 767 FIFTH AVENUE 49TH FLOOR | NEW YORK | NY | 10153 | INVESTMENT MGR | $214,359 |
| H S MANAGEMENT PARTNERS LLC | |||||
| 640 FIFTH AVENUE 18TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT MGR | $206,940 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $110,875,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,180,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $219,902 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,275,616 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $112,275,616 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,684,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,591,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,529,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,529,574 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,181 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,181 | TotalTaxAmt |
| Distributable Before Adj | $5,510,393 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,510,393 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,510,393 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,248,554 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $12,464 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,261,018 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,510,393 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $726,777 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $757,649 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $766,442 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $419,340 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,670,208 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,261,018 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,261,018 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $249,375 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $249,375 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,420,833 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $477,402 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,943,431 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $757,649 | ExcessFromYear4Amt |
| Excess From Year3 | $766,442 | ExcessFromYear3Amt |
| Excess From Year2 | $419,340 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN J LAMBERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MULBERRY STREET SUITE 830 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4787435359 | RecipientPhoneNum |
| Recipient Email Address | KLAMBERT@PAFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE PAF GRANT APPLICATION ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1ST AND AUGUST 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE PAF GRANT APPLICATION ATTACHED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AUBURN UNIVERSITY FOUNDATION | |||||||||
| 317 S COLLEGE ST | AUBURN | AL | 36849 | N/A | PC | PEYTON ANDERSON VETERINARY SCHOLARSH | $2,500 | ||
| BIBB COUNTY SHERIFF'S OFFICE | |||||||||
| PO BOX 930 | MACON | GA | 31202 | N/A | PC | COMMUNITY FUND | $10,000 | ||
| BIKE WALK MACON | |||||||||
| 338 POPLAR ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $2,500 | ||
| BLACK SWANZZ FOUNDATION INC | |||||||||
| PO BOX 28041 | MACON | GA | 31221 | N/A | PC | THE LIFE OF SWANS | $5,000 | ||
| BOOK EM | |||||||||
| 2970 NORTH HILLANDALE CIR | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,000 | ||
| BRAINERD BAPTIST SCHOOL | |||||||||
| 4107 MAYFAIR AVE | CHATTANOOGA | TN | 37411 | N/A | PC | DISCRETIONARY | $1,000 | ||
| CAMPUS CLUBS | |||||||||
| 2193 VINEVILLE AVE | MACON | GA | 31204 | N/A | PC | ENSURING ACCESSIBILITY AND DIGNITY F | $50,000 | ||
| CENTRAL GEORGIA TECHNICAL COLLEGE | |||||||||
| 3300 MACON TECH DR | MACON | GA | 31206 | N/A | PC | DISCRETIONARY | $1,000 | FOUNDATION | BLDG A ROOM 413 |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | MACON | GA | 31201 | N/A | PC | SUPPORT SOFTWARE CONVERSION | $2,500 | GEORGIA INC | STE 1600 |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | MACON | GA | 31201 | N/A | PC | EDWARD S. SELL, III FUND | $25,000 | GEORGIA INC | STE 1600 |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | GEORGIA INC | STE 1600 |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | MACON | GA | 31201 | N/A | PC | MERRIE CHRISTMAS PROJECT | $2,500 | GEORGIA INC | STE 1600 |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | MACON | GA | 31201 | N/A | PC | SHIELD CLUB | $500 | GEORGIA INC | STE 1600 |
| C-QUL | |||||||||
| 411 HOLT AVE | MACON | GA | 31204 | N/A | PC | MACON MENTAL HEALTH MATTERS | $25,000 | ||
| CROSSROADS COUNSELING CENTER | |||||||||
| 144 PIERCE AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,500 | ||
| ERIC FOUNDATION | |||||||||
| 232 GARNET DR S | LIZELLA | GA | 31052 | N/A | PC | DISCRETIONARY | $1,500 | ||
| FAMILY ADVANCEMENT MINISTRIES | |||||||||
| 538 ORANGE ST | MACON | GA | 31201 | N/A | PC | FAM'S TWO-GEN PROGRAM | $81,000 | ||
| FAMILY COUNSELING CENTER OF CENTRAL | |||||||||
| 277 MLK JR BLVD | MACON | GA | 31201 | N/A | PC | MACON AIM | $8,000 | STE 203 | |
| FAMILY COUNSELING CENTER OF CENTRAL | |||||||||
| 277 MLK JR BLVD | MACON | GA | 31201 | N/A | PC | NEW SERVER | $5,000 | STE 203 | |
| FIRST CHOICE PRIMARY CARE | |||||||||
| PO BOX 4363 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $2,000 | ||
| FIRST PRESBYTERIAN DAY SCHOOL | |||||||||
| 5671 CALVIN DR | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $1,000 | ||
| FORT VALLEY STATE UNIVERSITY | |||||||||
| 1005 STATE UNIVERSITY DR | FORT VALLEY | GA | 31030 | N/A | PC | SCHOLARSHIPS | $2,500 | ||
| GEORGIA COLLEGE & STATE UNIVERSITY | |||||||||
| 231 W HANCOCK ST | MILLEDGEVILLE | GA | 31061 | N/A | PC | SCHOLARSHIPS | $19,500 | ||
| GEORGIA HISTORICAL SOCIETY | |||||||||
| 104 WEST GASTON ST | SAVANNAH | GA | 31401 | N/A | PC | A NAMED FUND TO HONOR THE LEGACY OF | $100,000 | ||
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||||
| NORTH AVE | ATLANTA | GA | 30332 | N/A | PC | SCHOLARSHIPS | $48,000 | ||
| GEORGIA RESEARCH ALLIANCE | |||||||||
| 270 PEACHTREE ST NW | ATLANTA | GA | 30303 | N/A | PC | DRIVING UNIVERSITY RESEARCH AND ENTR | $25,000 | STE 2200 | |
| GEORGIA SOUTHERN UNIVERSITY | |||||||||
| 1332 SOUTHERN DR | STATESBORO | GA | 30458 | N/A | PC | SCHOLARSHIPS | $32,000 | ||
| GEORGIA STATE UNIVERSITY | |||||||||
| PO BOX 2668 | ATLANTA | GA | 30303 | N/A | PC | SCHOLARSHIPS | $22,500 | ||
| GEORGIA SUNS YOUTH EMPOWERMENT | |||||||||
| 441 POPPY AVE | MACON | GA | 31204 | N/A | PC | WEST MACON SPORTS COMPLEX'S TRIP TO | $6,500 | PROGRAM | |
| GIRL SCOUTS OF HISTORIC GEORGIA INC | |||||||||
| 6869 COLUMBUS RD | LIZELLA | GA | 31052 | N/A | PC | GIRL SCOUTS DIRECT DELIVERY/OUTREACH | $50,000 | ||
| GOODWILL INDUSTRIES OF MIDDLE | |||||||||
| 5171 EISENHOWER PKWY | MACON | GA | 31206 | N/A | PC | DISCRETIONARY | $2,000 | GEORGIA INC | |
| GRAND OPERA HOUSE | |||||||||
| 651 MULBERRY ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $2,500 | ||
| GREATER MACON EDUCATIONAL | |||||||||
| 305 COLISEUM DR | MACON | GA | 31217 | N/A | PC | MACON-BIBB COUNTY TALENT RECRUITMENT | $250,000 | FUND INC | |
| GREATER MACON EDUCATIONAL | |||||||||
| 305 COLISEUM DR | MACON | GA | 31217 | N/A | PC | PRESIDENT'S DISCRETIONARY | $10,000 | FUND INC | |
| HELPING HANDS ENDING | |||||||||
| 2014 S LONG HOLLOW RD | MACON | GA | 30753 | N/A | PC | HELPING HANDS ENDING HUNGER - MACON- | $50,000 | HUNGER INC | |
| HISTORIC MACON | |||||||||
| PO BOX 13358 | MACON | GA | 31208 | N/A | PC | FINISH THE FIRE HALL | $55,000 | ||
| HISTORIC MACON | |||||||||
| PO BOX 13358 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $2,500 | ||
| HISTORIC MACON | |||||||||
| PO BOX 13358 | MACON | GA | 31208 | N/A | PC | IN HONOR OF JIM BARFIELD | $2,000 | ||
| HOLY COMFORTER EPISCOPAL | |||||||||
| 2001 FLEISCHMANN RD | TALLAHASSEE | FL | 32308 | N/A | PC | DISCRETIONARY | $1,000 | SCHOOL INC | |
| KENNESSAW STATE UNIVERSITY | |||||||||
| 1000 CHASTAIN ROAD NW | KENNESSAW | GA | 30144 | N/A | PC | SCHOLARSHIPS | $30,500 | ||
| KOLBE CENTER INC | |||||||||
| 833 WALNUT ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $2,500 | ||
| LEADERSHIP GEORGIA | |||||||||
| 3372 PEACHTREE RD NE | ATLANTA | GA | 30326 | N/A | PC | THE 2023 LEADERSHIP GEORGIA CLASS WH | $25,000 | STE 115 | |
| LEARN & EARN BIKE SHOP INC | |||||||||
| 118 WATERFORD PL | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $2,000 | ||
| LEARN & EARN BIKE SHOP INC | |||||||||
| 118 WATERFORD PL | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $1,000 | ||
| LOAVES AND FISHES MINISTRIES | |||||||||
| 651 MLK BLVD | MACON | GA | 31202 | N/A | PC | PROJECT SELF RELIANCE | $25,000 | ||
| MACON AREA HABITAT FOR HUMANITY | |||||||||
| 690 HOLT AVE | MACON | GA | 31204 | N/A | PC | LYNMORE ESTATES AND NAPIER HEIGHTS H | $250,000 | ||
| MACON AREA HABITAT FOR HUMANITY | |||||||||
| 690 HOLT AVE | MACON | GA | 31204 | N/A | PC | LYNMORE ESTATES AND NAPIER HEIGHTS H | $250,000 | ||
| MACON AREA HABITAT FOR HUMANITY | |||||||||
| 690 HOLT AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON ARTS ALLIANCE | |||||||||
| 486 FIRST ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON FILM FESTIVAL | |||||||||
| PO BOX 929 | MACON | GA | 31202 | N/A | PC | DISCRETIONARY | $2,500 | ||
| MACON GEORGIA CHERRY BLOSSOM | |||||||||
| 794 CHERRY ST | MACON | GA | 31201 | N/A | PC | BICENTENNIAL STAGE AND A SIDEWALK CH | $110,000 | FESTIVAL INC | |
| MACON OUTREACH AT MULBERRY | |||||||||
| 267 FIRST ST | MACON | GA | 31202 | N/A | PC | DISCRETIONARY IN HONOR OF ED S SELL | $1,500 | ||
| MACON POPS INC | |||||||||
| PO BOX 6295 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $10,000 | ||
| MACON POPS INC | |||||||||
| PO BOX 6295 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON VOLUNTEER CLINIC | |||||||||
| 376 ROGERS AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $2,000 | ||
| MENTORS PROJECT OF BIBB COUNTY | |||||||||
| PO BOX 13750 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $1,000 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $2,000 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVE | MACON | GA | 31204 | N/A | PC | HOPE FOSTER CARE | $1,000 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVE | MACON | GA | 31204 | N/A | PC | UNRESTRICTED (1000) AND LIGHTHOUSE | $2,000 | ||
| MIDDLE GEORGIA ACCESS TO JUSTICE CO | |||||||||
| PO BOX 1732 | MACON | GA | 31202 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MIDDLE GEORGIA COMMUNITY | |||||||||
| 4490 OCMULGEE EAST BLVD | MACON | GA | 31217 | N/A | PC | MGCFB EXPANSION TO INCREASE CAPACITY | $150,000 | FOOD BANK INC | |
| MIDDLE GEORGIA REGIONAL LIBRARY | |||||||||
| PO BOX 6334 | MACON | GA | 31208 | N/A | PC | LIBRARY AT 5494 | $100,000 | ||
| MIDDLE GEORGIA STATE UNIVERSITY | |||||||||
| 100 UNIVERSITY PKWY | MACON | GA | 31206 | N/A | PC | SCHOLARSHIPS | $9,500 | ||
| MOTIVATING YOUTH FOUNDATION | |||||||||
| 905 MAIN ST | MACON | GA | 31217 | N/A | PC | ADULT READINESS PROGRAM | $10,000 | ||
| MUSEUM OF ARTS AND SCIENCES | |||||||||
| 4182 FORSYTH RD | MACON | GA | 31210 | N/A | PC | MAS FACILITY MAINTENANCE PLAN | $545,000 | ||
| MUSEUM OF ARTS AND SCIENCES | |||||||||
| 4182 FORSYTH RD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MUSEUM OF ARTS AND SCIENCES | |||||||||
| 4182 FORSYTH RD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $3,000 | ||
| MUSEUM OF ARTS AND SCIENCES | |||||||||
| 4182 FORSYTH RD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MUSEUM OF AVIATION | |||||||||
| PO BOX 2469 | WARNER ROBINS | GA | 31099 | N/A | PC | STEM EDUCATION | $50,000 | ||
| NAVICENT HEALTH FOUNDATION | |||||||||
| 3330 NORTHSIDE DR | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $1,000 | STE 100 | |
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | BUILDING ON PROGRESS CAPITAL CAMPAIG | $500,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | LEVERAGING LOCAL CAPITAL CAMPAIGN | $600,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | FANNING INSTITUTE ACADEMY CURRICULUM | $25,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | OCMULGEE HERITAGE TRAIL | $1,000 | ||
| NUTCRACKER OF MIDDLE GEORGIA | |||||||||
| PO BOX 5334 | MACON | GA | 31208 | N/A | PC | COMPLETE REMAINING PROJECTS ON THE J | $27,500 | ||
| PACE CENTER FOR GIRLS INC | |||||||||
| 401 MONROE ST | MACON | GA | 31201 | N/A | PC | REACHING GIRLS IN MACON | $50,000 | STE D1 | |
| REBUILDING MACON INC | |||||||||
| 3864 LAKE ST | MACON | GA | 31204 | N/A | PC | WATER REPAIRS | $20,000 | ||
| RESCUE MISSION OF MIDDLE GEORGIA | |||||||||
| 6601 ZEBULON RD | MACON | GA | 31220 | N/A | PC | CAPITAL CAMPAIGN | $200,000 | ||
| RESCUE MISSION OF MIDDLE GEORGIA | |||||||||
| 6601 ZEBULON RD | MACON | GA | 31220 | N/A | PC | DISCRETIONARY | $5,000 | ||
| RESCUE MISSION OF MIDDLE GEORGIA | |||||||||
| 6601 ZEBULON RD | MACON | GA | 31220 | N/A | PC | UNRESTRICTED GRANT | $100,000 | ||
| RONALD MCDONALD HOUSE CHARITIES OF | |||||||||
| 1160 FORSYTH ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | CENTRAL GEORGIA INC | |
| STORYBOOK FARM | |||||||||
| 300 CUSSETA RD | OPELIKA | AL | 36801 | N/A | PC | DISCRETIONARY | $5,000 | ||
| STRATFORD ACADEMY | |||||||||
| 6010 PEAKE RD | MACON | GA | 31220 | N/A | PC | DISCRETIONARY | $1,000 | ||
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | THE MACON-MERCER SYMPHONY ORCHESTRA | $60,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | THE MACON-MERCER SYMPHONY ORCHESTRA | $60,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | THE PEYTON ANDERSON CIVIC JOURNALISM | $75,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | DISCRETIONARY | $5,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | MERCER LAW SCHOOL - DEAN'S ENHANCEME | $5,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | LAW SCHOOL | $1,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | STETSON-HATCHER SCHOOL OF BUSINESS'S | $5,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | MCDUFFIE CENTER FOR STRINGS | $5,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | SCHOLARSHIPS | $45,500 | UNIVERSITY | |
| THE SALVATION ARMY OF CENTRAL | |||||||||
| PO BOX 13386 | MACON | GA | 31208 | N/A | PC | PEYTON ANDERSON SIGN REPLACEMENT | $1,800 | GEORGIA | |
| THE UNIVERSITY OF GEORGIA | |||||||||
| 394 S MILLEGE AVE | ATHENS | GA | 30602 | N/A | PC | SCHOLARSHIPS | $57,750 | ||
| THE UNIVERSITY OF GEORGIA | |||||||||
| 1 PRESS PL | ATHENS | GA | 30601 | N/A | PC | DEAN OF STUDENT'S DISCRETIONARY FUND | $2,500 | FOUNDATION | STE 101 |
| THE UNIVERSITY OF GEORGIA | |||||||||
| 1 PRESS PL | ATHENS | GA | 30601 | N/A | PC | COLLEGE OF VETERINARY MEDICINE - PEY | $2,500 | FOUNDATION | STE 101 |
| U CREATE MACON | |||||||||
| 2000 THIRD AVE | MACON | GA | 31204 | N/A | PC | SPANISH HERITAGE FESTIVAL | $7,000 | ||
| UNITED CEREBRAL PALSY OF GEORGIA IN | |||||||||
| 3300 NE EXPRESSWAY | ATLANTA | GA | 30341 | N/A | PC | MAINTENANCE / REPAIRS UCPGA-MACON CR | $15,000 | BLDG 9 | |
| UNITED IN PINK | |||||||||
| 1515 BASS RD | MACON | GA | 31210 | N/A | PC | EXECUTIVE DISCRETIONARY | $25,000 | STE H | |
| UNITED WAY OF CENTRAL GEORGIA | |||||||||
| PO BOX 1302 | MACON | GA | 31202 | N/A | PC | U CREATE MACON'S SPRING TUNE UP | $5,700 | ||
| UNITED WAY OF CENTRAL GEORGIA | |||||||||
| PO BOX 1302 | MACON | GA | 31202 | N/A | PC | IN HONOR OF 100TH ANNIVERSARY | $100,000 | ||
| WESLEYAN COLLEGE | |||||||||
| 4760 FORSYTH RD | MACON | GA | 31210 | N/A | PC | SCHOLARSHIPS | $8,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,526,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $346,914 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,501,711 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $261,719 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $180,300 | ExclusionAmt |
| Related Or Exempt Function Incm | -$646 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,290,644 | ExclusionAmt |
| Related Or Exempt Function Incm | -$646 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,289,998 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $5,880 | Amt |
| Net Investment Income | $588 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,292 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (52 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE FURNISHINGS | 1989-04-28 | $2,650 | $2,650 | S/L | 7.0000 | ||
| OFFICE FURNISHINGS | 1989-08-31 | $18,811 | $18,811 | S/L | 7.0000 | ||
| OFFICE FURNISHINGS | 1997-08-01 | $7,636 | $7,636 | S/L | 7.0000 | ||
| END-TAB FILING CABINET | 1997-07-14 | $194 | $194 | S/L | 7.0000 | ||
| OPEN SHELF FILING SYSTEM | 1997-07-16 | $1,464 | $1,464 | S/L | 7.0000 | ||
| SIDE BOARD -LARGE CONFERENCE ROOM | 1997-09-10 | $741 | $741 | S/L | 7.0000 | ||
| (2) CHIPPENDALE CHAIRS-KAREN'S OFFICE | 2000-03-23 | $435 | $435 | S/L | 7.0000 | ||
| DROP LEAF TABLE-KAREN'S OFFICE | 2000-07-28 | $398 | $398 | S/L | 7.0000 | ||
| DESK WITH HUTCH-KAREN'S OFFICE | 2001-01-19 | $1,585 | $1,585 | S/L | 7.0000 | ||
| SOFA-RECEPTION | 2002-12-23 | $423 | $423 | S/L | 7.0000 | ||
| OFFICE FURNISHINGS | 2003-12-31 | $6,096 | $6,096 | S/L | 7.0000 | ||
| OFFICE FURNISHINGS & EQUIPMENT | 2004-12-31 | $5,875 | $5,875 | S/L | 7.0000 | ||
| REFRIGERATOR | 2007-03-19 | $622 | $622 | S/L | 7.0000 | ||
| QUEEN ANNE TABLE & 6 CHAIRS-SM CONF ROOM | 2007-07-01 | $800 | $800 | S/L | 7.0000 | ||
| BOOKCASE-KAREN'S OFFICE | 2007-09-17 | $112 | $112 | S/L | 7.0000 | ||
| CHAIR-RECEPTION OFFICE | 2007-12-17 | $348 | $348 | S/L | 7.0000 | ||
| (3) RUGS | 2008-02-01 | $2,247 | $2,247 | S/L | 7.0000 | ||
| TV & DISC PLAYER-LARGE CONFERENCE ROOM | 2010-03-11 | $3,423 | $3,423 | S/L | 7.0000 | ||
| L DESK-SCHOLARSHIP OFFICE | 2010-04-09 | $934 | $934 | S/L | 7.0000 | ||
| CHAIR-SCHOLARSHIP OFFICE | 2010-04-09 | $149 | $149 | S/L | 7.0000 | ||
| LATERAL FILE 4 DRAWER-JUANITA'S OFFICE | 2010-04-09 | $749 | $749 | S/L | 7.0000 | ||
| COMPUTER DESK-SM CONF ROOM | 2010-09-02 | $180 | $180 | S/L | 7.0000 | ||
| COMPUTER DESK-SCHOLARSHIP OFFICE | 2010-09-02 | $180 | $180 | S/L | 7.0000 | ||
| (2) GUEST CHAIRS-SCHOLARSHIP OFFICE | 2010-09-02 | $704 | $704 | S/L | 7.0000 | ||
| DESK CHAIR-SCHOLARSHIP OFFICE | 2010-10-18 | $192 | $192 | S/L | 7.0000 | ||
| ROUND TABLE-SCHOLARSHIP OFFICE | 2010-11-02 | $135 | $135 | S/L | 7.0000 | ||
| FILE CABINET 4 DRAWER-SCHOLARSHIP OFFICE | 2012-01-05 | $587 | $587 | S/L | 7.0000 | ||
| SHREDDER | 2012-10-01 | $1,378 | $1,378 | S/L | 7.0000 | ||
| (2) DESKS | 2013-08-09 | $359 | $359 | S/L | 7.0000 | ||
| SHELVING-STORAGE ROOM | 2014-03-12 | $993 | $993 | S/L | 7.0000 | ||
| FLAT BED CART | 2014-03-20 | $80 | $80 | S/L | 7.0000 | ||
| WORKCENTRE 7835 COPIER | 2015-01-12 | $11,401 | $11,401 | S/L | 5.0000 | ||
| MOBILE BEVERAGE CART | 2015-02-19 | $389 | $384 | S/L | 7.0000 | $5 | |
| 700W MICROWAVE | 2015-02-19 | $109 | $109 | S/L | 7.0000 | ||
| OFFICE DESK & CHAIR-CHENZA | 2015-04-06 | $2,405 | $2,306 | S/L | 7.0000 | $99 | $9 |
| NEW SERVER & (3) MONITORS | 2016-03-07 | $10,473 | $10,473 | S/L | 5.0000 | ||
| FIREWALL | 2017-01-30 | $3,769 | $3,706 | S/L | 5.0000 | $63 | $6 |
| GRANT MAKING SOFTWARE | 2018-01-16 | $23,565 | $18,656 | S/L | 5.0000 | $4,713 | $471 |
| OFFICE CHAIR-GAIL | 2018-08-06 | $428 | $206 | S/L | 7.0000 | $62 | $6 |
| FINANCIAL EDGE-BLACKBAUD | 2018-08-21 | $13,788 | $9,307 | S/L | 5.0000 | $2,757 | $276 |
| SURFACE BOOK 2-GAIL | 2018-08-22 | $2,613 | $1,764 | S/L | 5.0000 | $522 | $52 |
| (2) MONITORS-GAIL | 2018-09-18 | $511 | $337 | S/L | 5.0000 | $102 | $10 |
| (7) DIGIUM SWITCHVOX D65 PHONES | 2019-05-24 | $6,588 | $3,404 | S/L | 5.0000 | $1,317 | $132 |
| WIRELESS & ACCESS POINTS | 2019-05-24 | $1,134 | $586 | S/L | 5.0000 | $227 | $23 |
| HP PROBOOK LAPTOP & MONITORS-CHARLA | 2019-04-01 | $2,040 | $1,122 | S/L | 5.0000 | $272 | $27 |
| MICROSOFT SURFACE PRO - KAREN'S | 2020-08-06 | $3,980 | $1,128 | S/L | 5.0000 | $796 | $80 |
| HP PROBOOK - CHENZA'S | 2020-08-06 | $2,605 | $738 | S/L | 5.0000 | $521 | $52 |
| HP COLOR LJ PRO COPIER-KAREN OFFICE | 2021-03-31 | $481 | $72 | S/L | 5.0000 | $97 | $10 |
| HP COLOR LJ PRO MFP COPIER-KAREN HOME | 2021-11-04 | $523 | $17 | S/L | 5.0000 | $105 | $11 |
| DELL OPTIPLEX 3080 DESKTOP COMPUTER-KAREN HOM | 2021-12-06 | $1,583 | $26 | S/L | 5.0000 | $317 | $32 |
| POWER EDGE T340 SERVER | 2022-06-14 | $11,548 | S/L | 5.0000 | $1,347 | $135 | |
| HP PROBOOK 450 G9 LAPTOP (CHARLA) | 2022-09-14 | $2,302 | S/L | 5.0000 | $153 | $15 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| NEW SERVER & (3) MONITORS | 2016-03 | PURCHASE | 2022-06 | $10,473 | $10,473 | |
| HP PROBOOK LAPTOP & MONITORS-CHARLA | 2019-04 | PURCHASE | 2022-09 | $2,040 | $1,394 | -$646 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SUNTRUST | BondNm |
| EOY Book Value | $4,617,500 | EOYBookValueAmt |
| EOYFMV | $4,076,875 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB | StockNm |
| EOY Book Value | $62,124,719 | EOYBookValueAmt |
| EOYFMV | $93,139,142 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,910,810 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,450,926 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,624,772 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,420,900 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS & RE INVESTMENT TRUSTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $562,786 | BookValueAmt |
| EOYFMV | $943,590 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $150,202 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $127,830 | AccumulatedDepreciationAmt |
| Book Value | $22,372 | BookValueAmt |
| EOYFMV | $22,372 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAINTINGS - PENLEY | Desc |
| BOY Book Value | $50,000 | BOYBookValueAmt |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $269,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $711 | $711 | |
| COMMUNICATIONS | $5,084 | $5,084 | |
| EQUIPMENT MAINTENANCE AND SUP | $31,332 | $28,199 | $3,133 |
| INTERNET, TELEPHONE, CABLE | $8,969 | $8,072 | $897 |
| OFFICE SUPPLIES AND EXPENSE | $4,206 | $3,785 | $421 |
| SCHOLARSHIP EXPENSE | $20,008 | $20,008 | |
| SUBSCRIPTIONS, DUES, INSURANC | $38,363 | $34,527 | $3,836 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INT/FEES-MISSION RELATED LOAN | Desc |
| Revenue And Expenses Per Books | $261,719 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $261,719 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (3 entries)
| Balance DueBalanceDueAmt |
|---|
| 455 THIRD LLC |
| $495,202 |
| 461 THIRD LLC |
| $1,575,500 |
| 544 MULBERRY LLC |
| $733,273 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MONEY MANAGER SERVICES | $700,361 | $700,361 | |
| OTHER PROFESSIONAL FEES | $23,375 | $15 | $23,360 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES AND OTHER | $32,472 | $9,680 | $22,792 |
| EXCISE TAXES | $90,775 |