WATKINS CHRISTIAN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WATKINS CHRISTIAN FOUNDATION INC (EIN 58-1494832)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202331319349102933
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T12:41:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 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) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WATK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1958 Monroe Dr NE | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30324 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN WINN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | WINN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $85,039,698 | 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 | $2,429,777 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,101 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,954,761 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,954,761 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,383,382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,227,547 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,383,382 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,779,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,349,277 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $119,926 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $119,926 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $273,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $273,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,332 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,332 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $36,495 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $335,721 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $303,076 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,645 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $189,344 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,089 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $21,328 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,328 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $89 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $89 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $154,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,094 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $153,555 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,133,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $327,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $639,870 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,863,155 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,803,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,996,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $327,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,443,370 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,782,515 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,022,018 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,796,249 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,698,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,698,411 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $68,785,973 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,666,326 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,341,287 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $71,582,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,364,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $85,039,698 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $71,582,222 | RetainedEarningBOYAmt |
| Retained Earning EOY | $79,364,737 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,582,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,364,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,582,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,364,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,582,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,782,515 | ExcessRevenueOverExpensesAmt |
| Subtotal | $79,364,737 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $79,364,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $32,227,547 | GrossSalesPriceAmt |
| Cost Or Other Basis | $23,844,165 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,383,382 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,383,382 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,383,382 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $139,306 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $139,306 | SubtotalAmt |
| Tax Based On Investment Income | $139,306 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $127,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $127,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,706 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (7 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 | Dir | 1.0 | $0 | $0 | $0 |
| Eric S Wahlen | ||||||||
| 1958 Monroe Dr NE | Atlanta | GA | 30324 | Dir | 1.0 | $0 | $0 | $0 |
| George C Watkins | ||||||||
| 1958 Monroe Dr NE | Atlanta | GA | 30324 | Dir, Chairman | 1.0 | $0 | $0 | $0 |
| Michael L Watkins | ||||||||
| 1958 Monroe Dr NE | Atlanta | GA | 30324 | Dir, Pres | 15.0 | $99,903 | $0 | $0 |
| Sarah Watkins | ||||||||
| 1958 Monroe Dr NE | Atlanta | GA | 30324 | Dir | 1.0 | $0 | $0 | $0 |
| William B Watkins V | ||||||||
| 1958 Monroe Dr NE | Atlanta | GA | 30324 | Dir | 1.0 | $0 | $0 | $0 |
| Jonathan Winn | ||||||||
| 1958 Monroe Dr NE | Atlanta | GA | 30324 | Sec, Treas | 10.0 | $20,023 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROZITA LA GORCE | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $273,500 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | |||||
| 600 Galleria Parkway Suite 1650 | Atlanta | GA | 30339 | Investment Mgmt | $303,076 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $130,588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $84,660,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,112,293 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $87,773,219 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $87,773,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,316,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $86,456,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,322,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,322,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $139,306 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $139,306 | TotalTaxAmt |
| Distributable Before Adj | $4,183,525 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,183,525 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,183,525 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,443,370 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,443,370 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,183,525 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $357,397 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $4,443,370 | QualifyingDistributionsAmt |
| Applied To Year1 | $357,397 | AppliedToYear1Amt |
| Applied To Current Year | $4,085,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $97,552 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 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 | |||||||
| 22300 ARROWHEAD TER | P C BEACH | FL | 32413 | N/A | PC | General & Unrestricted | $100,000 |
| ARCHBOLD FOUNDATION INC | |||||||
| PO BOX 620 | THOMASVILLE | GA | 31799 | N/A | SO II | Archbold Chaplaincy Program | $100,000 |
| ATLANTA YOUTH ACADEMIES FOUNDATION INC | |||||||
| PO BOX 18237 | ATLANTA | GA | 30316 | N/A | SO I | Twenty Years of Transformation: A $20 Million Campaign | $100,000 |
| BROOKWOOD SCHOOL INC | |||||||
| 301 CARDINAL RIDGE RD | THOMASVILLE | GA | 31792 | 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 |
| CAMPUS CRUSADE FOR CHRIST INC | |||||||
| 100 LAKE HART DR 2400 | ORLANDO | FL | 32832 | N/A | PC | General & Unrestricted | $15,000 |
| CAMPUS CRUSADE FOR CHRIST INC | |||||||
| 421 LAKENHEATH LN | MATTHEWS | NC | 28105 | N/A | PC | To implement the Ultimate Training Camps at Colorado State University and in Twin Cities Minnesota | $75,000 |
| CAMPUS CRUSADE FOR CHRIST INC | |||||||
| 651 TAYLOR DR | XENIA | OH | 45385 | N/A | PC | Athletes in Action, University of Georgia | $10,000 |
| CEDARBROOK OUTREACH INC | |||||||
| 8833 MIDDLEBROOK PIKE | KNOXVILLE | TN | 37923 | N/A | PC | Community Outreach in 3 communities - Nature's Cove, the Pines, Park Village | $50,000 |
| CHILDRENS MUSEUM OF TAMPA INC | |||||||
| 110 W GASPARILLA PLZ | TAMPA | FL | 33602 | N/A | PC | 2022-2023 Sunshine Sunday and Sensory Supports Program | $35,000 |
| CHRIST HARBOR METHODIST CHURCH | |||||||
| 13650 HWY 43 N | NORTHPORT | AL | 35475 | N/A | PC | New building fund | $50,000 |
| CITY OF REFUGE INC | |||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | N/A | PC | City of Refuge: Creating a Pathway of Opportunity in Atlanta's Westside | $75,000 |
| CORNERSTONE CHRISTIAN ACADEMY | |||||||
| 5295 TRIANGLE PKWY | PEACHTREE COR | GA | 30092 | N/A | PC | Lower School HVAC | $50,000 |
| DESIRE STREET MINISTRIES | |||||||
| PO BOX 105603 82418 | ATLANTA | GA | 30348 | N/A | PC | General & Unrestricted | $50,000 |
| EAGLE RANCH INC | |||||||
| 5500 UNION CHURCH RD | FLOWERY BRANCH | GA | 30542 | N/A | PC | General & Unrestricted | $50,000 |
| EPWORTH BY THE SEA INC | |||||||
| 100 ARTHUR J MOORE DR | ST SIMONS ISLAND | GA | 31522 | N/A | PC | General & Unrestricted | $75,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | N/A | PC | 2022 SOUTH Division Staff Mobilization | $100,000 |
| FLORIDA BAPTIST CHILDRENS HOME | |||||||
| 1015 SIKES BLVD | LAKELAND | FL | 33815 | N/A | PC | One More Child Compassion Center -- To support the purchase of two new forklifts | $75,000 |
| FLORIDA SOUTHERN COLLEGE | |||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | N/A | PC | Florida Southern College Chaplain's Office Program | $50,000 |
| GATHERING PLACE INC | |||||||
| PO BOX 772 | BRUNSWICK | GA | 31521 | N/A | PC | new Associate Director of GPT Campus Ministry's salary fund and GPT programs and services. | $75,000 |
| GREATER ATLANTA CHRISTIAN SCHOOLS INC | |||||||
| 1575 INDIAN TRAIL LILBURN RD | NORCROSS | GA | 30093 | N/A | PC | To support the Christian Life Fund | $25,000 |
| HEART OF A CHAMPION SPORTS INC | |||||||
| 4669 THREE SPRINGS CT | MARIETTA | GA | 30062 | N/A | PC | General & Unrestricted | $10,000 |
| HEART TO HEART MINISTRIES FOR HIM | |||||||
| PO BOX 957 | CUMMING | GA | 30028 | N/A | PC | Project Jabez | $10,000 |
| HOPE ACADEMY INC | |||||||
| 2300 CHICAGO AVE | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $50,000 |
| HOUSE OF CHERITH INC | |||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | N/A | PC | General & Unrestricted | $25,000 |
| INNER QUEST UNLIMITED | |||||||
| 12830 NEW PROVIDENCE RD | ALPHARETTA | GA | 30004 | N/A | PC | New Driveway and Parking fund | $25,000 |
| INTERNATIONAL LEADERSHIP INSTITUTE INC | |||||||
| PO BOX 1005 | CARROLLTON | GA | 30112 | N/A | PC | Bold Obedience Campaign and Video Production Studio | $80,000 |
| JESUIT HIGH SCHOOL OF TAMPA INC | |||||||
| 4701 N HIMES AVE | TAMPA | FL | 33614 | N/A | PC | scholarship fund for one student to attend Jesuit High School of Tampa | $18,000 |
| KIDZ 2 LEADERS INC | |||||||
| 4385 LOWER ROSWELL RD | MARIETTA | GA | 30068 | N/A | PC | Growth of Camp Hope and Discipleship Programming | $10,000 |
| LAKE POINT CHURCH | |||||||
| 475 EAST MAIN ST 161 | CARTERSVILLE | GA | 30121 | N/A | PC | Outreach from the Ministry Center- To renovate and make improvements to the Ministry Center; and support towards any of the following - Purchase a covered trailer and supplies to host weekly outdoor events for children and their families; Purchase equipment to produce digital content and purchase TVs; Provide meals on weekends to 20 families through the Back Pack Buddy program | $30,000 |
| LIGHTHOUSE FAMILY RETREAT INC | |||||||
| 4470 CHAMBLEE DUNWOODY RD STE 200 | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $60,000 |
| MARY HALL FREEDOM VILLAGE INC | |||||||
| PO BOX 501205 | ATLANTA | GA | 31150 | N/A | PC | Innovative Minds Learning Center Summer Enrichment Program | $15,000 |
| METCALFE UNITED METHODIST CHURCH | |||||||
| 3434 SPRINGHILL RD | THOMASVILLE | GA | 31792 | N/A | PC | emergency fund | $15,000 |
| MOVING IN THE SPIRIT INC | |||||||
| 1458 LAFRANCE ST NE | ATLANTA | GA | 30307 | N/A | PC | General & Unrestricted | $50,000 |
| NORTH GEORGIA CAMP AND RETREAT MINISTRIES INC | |||||||
| 690 CAMP GLISSON RD | 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 RD STE 119-107 | ALPHARETTA | GA | 30022 | N/A | PC | General & Unrestricted | $40,000 |
| PALMA CEIA PRESBYTERIAN CHURCH | |||||||
| 3501 SAN JOSE ST | TAMPA | FL | 33629 | N/A | PC | The Bethlehem Inclusive Congregation, and The Digital Worship and Faith Outreach | $150,000 |
| PARKER STREET MINISTRIES INC | |||||||
| PO BOX 433 | LAKELAND | FL | 33802 | N/A | PC | General & Unrestricted | $75,000 |
| PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT INC | |||||||
| 1239 EAST MAIN ST | BARTOW | FL | 33830 | N/A | PC | General & Unrestricted | $45,000 |
| RADICAL LIFE MINISTRIES INC | |||||||
| PO BOX 1248 | KEYSTONE HGTS | FL | 32656 | N/A | PC | Christian School For Children - To support the year one start-up costs | $55,000 |
| SHEPHERDS HILL ACADEMY INC | |||||||
| 2200 PRICE RD | MARTIN | GA | 30557 | N/A | PC | To support the construction of a new dining hall and conference center | $70,000 |
| SMOKE RISE BAPTIST CHURCH | |||||||
| 5901 HUGH HOWELL RD | STONE MTN | GA | 30087 | N/A | PC | General & Unrestricted | $50,000 |
| SPREADING HOPE | |||||||
| 902 FRANKLIN TER | MINNEAPOLIS | MN | 55406 | N/A | PC | General & Unrestricted | $50,000 |
| ST CHRISTOPHER TRUCKERS DEVELOPMENT & RELIEF FUND | |||||||
| PO BOX 30763 | KNOXVILLE | TN | 37930 | N/A | PC | Saving lives and families, one driver at a time program | $20,000 |
| ST JOHNS EPISCOPAL PARISH DAY SCHOOL INC | |||||||
| 906 S ORLEANS AVE | TAMPA | FL | 33606 | N/A | PC | Transforming the Lower Division Learning Environment program | $72,500 |
| THE FIRST UNITED METHODIST CHURCH OF LAKELAND INC | |||||||
| 72 LAKE MORTON DR | LAKELAND | FL | 33801 | N/A | PC | Financial Campaign | $325,000 |
| THE LIONHEART LIFE CENTER INC | |||||||
| 225 ROSWELL ST | ALPHARETTA | GA | 30009 | N/A | PC | To support the Lionheart WORKS and HeartReach Vocational programs | $40,000 |
| THE SPRING OF TAMPA BAY INC | |||||||
| PO BOX 5147 | TAMPA | FL | 33675 | N/A | PC | General & Unrestricted | $30,000 |
| THE WAREHOUSE MINISTRY INC | |||||||
| PO BOX 123 | CUMMING | GA | 30028 | N/A | PC | To support the development of the New Young Leaders program | $12,000 |
| THOMASVILLE FIRST UNITED METHODIST CHURCH | |||||||
| PO BOX 975 | THOMASVILLE | GA | 31799 | N/A | PC | Sanctuary Renovation fund | $140,000 |
| VASHTI CENTER INC | |||||||
| 1815 E CLAY ST | THOMASVILLE | GA | 31792 | N/A | NC | expenditure responsibility grant | $59,655 |
| VISION ATLANTA INC | |||||||
| 2559 WALKERS CHAPEL RD | ROBERTA | GA | 31078 | N/A | PC | To support building a 15,000 square foot learning center, The Barn at Camp Grace | $100,000 |
| VISION ATLANTA INC | |||||||
| 2559 WALKERS CHAPEL RD | ROBERTA | GA | 31078 | N/A | PC | To support 1- week of overnight camp for 100 under-served children and youth to participate in the 2022 Camp Grace | $46,000 |
| VOLUNTEERS IN SERVICE TO THE ELDERLY INC | |||||||
| 1232 E MAGNOLIA ST | LAKELAND | FL | 33801 | N/A | PC | General & Unrestricted | $35,000 |
| WARNER UNIVERSITY | |||||||
| 13895 HWY 27 | LAKE WALES | FL | 33859 | N/A | PC | Royal Fund for Excellence | $50,000 |
| WELLSPRING LIVING INC | |||||||
| 1040 BLVD SE STE M | ATLANTA | GA | 30312 | N/A | GOV | General & Unrestricted | $25,000 |
| WESLEYAN COLLEGE | |||||||
| 4760 FORSYTH RD | MACON | GA | 31210 | N/A | PC | General & Unrestricted | $20,000 |
| YOUNG LIFE | |||||||
| PO BOX 5184 | HARLAN | IA | 51593 | N/A | PC | Southwind Camp Capital Campaign | $100,000 |
| YOUNG LIFE | |||||||
| 4115 OBERON DR | SMRYNA | GA | 30080 | N/A | PC | To support the construction of a new Dining Hall and Kitchen at Southwinds Camp that will host 450 children and youth | $200,000 |
| YOUNG LIFE - AFRICA | |||||||
| 412 E ZACK ST | TAMPA | FL | 33602 | N/A | PC | Young Life Africa/ME - To design, lead and implement critical training and supervision for the Young Life International Staff and support to the YL Africa/ME leadership team and staff | $15,000 |
| YOUNG LIFE - MURFREEBORO | |||||||
| PO BOX 741 | MURFREEBORO | TN | 37133 | N/A | PC | Outreach to high school and college students and teen moms in Rutherford County - To support ongoing operations that include funding for costs associated with staff, leaders, volunteers, events, camp trips, office supplies, provisions for teen moms and their babies etc | $50,000 |
| YOUNG LIFE - POLK COUNTY | |||||||
| PO BOX 8962 | LAKELAND | FL | 33806 | N/A | PC | Young Life Polk County - To support ongoing operations to reach children and youth through 5 different ministries- high school students in Lakeland, 2 WyldLife programs, Capernaum, and YoungLives | $25,000 |
| YOUNG LIFE - TAMPA | |||||||
| PO BOX 46416 | TAMPA | FL | 33647 | N/A | PC | General & Unrestricted | $165,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION & YOUTH CENTER OF | |||||||
| PO BOX 1037 | THOMASVILLE | GA | 31799 | N/A | PC | HOPE Program and General Operating Support | $75,000 |
| YOUTH FOR CHRIST USA INC | |||||||
| 1 MECA WAY | NORCROSS | GA | 30093 | N/A | PC | General & Unrestricted | $20,000 |
| YOUTH OUTREACH UNITED | |||||||
| PO BOX 1432 | CUMMING | GA | 30028 | N/A | PC | Heart for the City and Ignite316 programs | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,863,155 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,101 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,954,761 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,383,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,349,277 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,349,277 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Centerline Propery Casualty | ||||||
| 1 | 1958 Monroe Drive NE | Atlanta | GA | 30324 | $225,698 | Yes (X) |
| Watkins Associated Holdings LLC | ||||||
| 2 | 1958 Monroe Dr NE | Atlanta | GA | 30324 | $905,374 | Yes (X) |
| Watkins Associated Industries | ||||||
| 3 | 1958 Monroe Drive NE | Atlanta | GA | 30324 | $1,298,705 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Fees | CategoryTxt |
| Amt | $36,495 | Amt |
| Disbursements Charitable Prps | $36,495 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Expended By GranteeExpendedByGranteeAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| VASHTI CENTER INC | ||||||||||
| 1815 E CLAY ST | THOMASVILLE | GA | 31792 | 2019-12-06 | $58,521 | TO SUPPORT THE SPIRITUAL DEVELOPMENT PROGRAM | NO | 11/16/2020, 8/18/2021 | NONE NECESSARY | |
| VASHTI CENTER INC | ||||||||||
| 1815 E CLAY ST | THOMASVILLE | GA | 31792 | 2020-07-09 | $59,000 | TO SUPPORT THE SPIRITUAL DEVELOPMENT PROGRAM | NO | 8/18/2021, 4/27/23 | None Necessary | $59,000 |
| VASHTI CENTER INC | ||||||||||
| 1815 E CLAY ST | THOMASVILLE | GA | 31792 | 2021-08-19 | $59,000 | TO SUPPORT THE SPIRITUAL DEVELOPMENT PROGRAM | NO | 4/27/23 | None necessary | $23,046 |
| VASHTI CENTER INC | ||||||||||
| 1815 E CLAY ST | Thomasville | GA | 31792 | 2022-08-23 | $59,655 | TO SUPPORT THE SPIRITUAL DEVELOPMENT PROGRAM | NO | EXPECTED IN 2023 | none necessary | |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF, PARTS I AND XIV: | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PARTS I AND XIV: | FormAndLineReferenceDesc |
| Medium Explanation | TOTAL PART I, LINE 25, COLUMN (A) AND PART XIV, LINE 3A: $3,863,155 LESS GRANT NOT TREATED AS QUALIFYING DISTRIBUTION: $59,655 TOTAL PART I, LINE 25, COLUMN (D): $3,803,500 *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 AS A QUALIFYING DISTRIBUTION ON PART I, LINE 25, COLUMN (D). | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (108 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $900,046 | $1,750,236 |
| ACCENTURE PLC | $279,592 | $907,256 |
| ALEXANDRIA REAL ESTATE EQUITIE | $1,276,873 | $1,088,155 |
| AMERICAN ASSETS TRUST INC | $341,103 | $257,050 |
| AMERICAN EXPRESS CO | $898,388 | $1,189,388 |
| AMERICAN SOFTWARE INC | $439,951 | $424,105 |
| AMSOUTH BANCORPORATION | $268,774 | $380,915 |
| APPLE INC | $317,595 | $878,327 |
| APTAR GROUP INC | $203,676 | $216,661 |
| ARMADA HOFFLER PROPERTIES INC | $233,368 | $229,195 |
| ARTISAN PARTNERS ASSET MANAGEM | $276,059 | $177,606 |
| ASTRAZENECA | $1,239,540 | $1,695,000 |
| AZZ INCORPORATED | $334,645 | $322,806 |
| BELDEN INC | $212,365 | $207,072 |
| BLACK HILLS CORP | $260,993 | $310,199 |
| BLACKROCK INC | $857,487 | $1,062,945 |
| BROADCOM INC | $1,000,475 | $1,112,669 |
| BROWN & BROWN INC | $224,457 | $311,626 |
| BROWN FORMAN CORP CL B | $1,164,470 | $1,179,941 |
| CAMECO CORPORATION | $225,689 | $408,060 |
| CARDINAL HEALTH INC | $946,923 | $1,505,883 |
| CARTER'S INC | $232,364 | $220,846 |
| COMCAST CORP | $1,854,396 | $1,376,070 |
| CONMED CORPORATION | $708,337 | $551,341 |
| CRAWFORD DIV OPPORTUNITY FUND | $9,988,554 | $8,813,687 |
| CROWN CASTLE INTL | $913,951 | $813,840 |
| CUBESMART | $297,851 | $278,933 |
| DT MIDSTREAM INC | $249,299 | $287,905 |
| ESCO TECH INC | $800,693 | $1,043,915 |
| ESSEX PRTY TR INC | $210,979 | $203,443 |
| FIDELITY NATIONAL INFORMATION | $1,748,767 | $882,050 |
| FULLER H B CO | $282,234 | $301,520 |
| GENUINE PARTS COMPANY | $214,543 | $409,484 |
| GLACIER BANCORP INC | $187,088 | $224,367 |
| GLOBAL PAYMENTS INC | $1,726,051 | $1,228,688 |
| H&R BLOCK INC | $136,482 | $205,551 |
| HACKETT GROUP INC | $255,854 | $252,384 |
| HASBRO INC | $1,674,439 | $1,171,392 |
| HEALTHCARE SVCS GROUP INC | $1,468,067 | $812,760 |
| HNI CORP | $291,663 | $239,096 |
| HOME DEPOT INC | $1,087,150 | $1,746,706 |
| HOULIHAN LOKEY INC | $167,691 | $226,616 |
| HUBBELL INCORPORATED | $297,450 | $633,636 |
| HUNTINGTON BANCSHARES INC | $384,946 | $369,279 |
| INDEPENDENCE REALTY TR | $210,402 | $227,441 |
| INTERNATIONAL BUSINESS MACHINE | $1,145,752 | $1,155,298 |
| JOHNSON & JOHNSON | $840,871 | $1,293,078 |
| JOHNSON CONTROLS INTERNATIONAL | $1,482,980 | $1,822,720 |
| JOHNSON OUTDOORS INC | $289,522 | $179,846 |
| JP MORGAN CHASE | $987,846 | $1,126,440 |
| KELLOGG CO | $209,222 | $234,023 |
| LAMB WESTON HOLDINGS INC | $146,169 | $207,315 |
| LITTELFUSE, INC | $939,220 | $949,062 |
| M&T BANK CORP | $1,407,723 | $1,339,339 |
| MARSH AND MCLENNAN COMPANIES I | $776,994 | $1,141,812 |
| MARVELL TECHNOLOGY, INC | $1,319,986 | $971,559 |
| MEDTRONIC PLC | $1,066,584 | $1,010,360 |
| MICROSOFT CORP | $305,135 | $1,580,414 |
| MONDELEZ INTERNATIONAL INC | $754,814 | $866,450 |
| MOOG INC CL A | $356,279 | $364,204 |
| MSC INDUSTRIAL DRCT | $333,235 | $323,941 |
| MUELLER WATER PRODUCTS INC | $371,587 | $341,630 |
| NATIONAL INSTRUMENTS CORPORATI | $501,722 | $465,309 |
| NEWELL RUBBERMAID INC | $959,807 | $555,638 |
| NEXTERA ENERGY, INC | $511,783 | $501,600 |
| NORTHERN TRUST CORPORATION | $264,455 | $269,010 |
| NVENT ELECTRIC PLC | $823,725 | $1,394,153 |
| OLD REP INTL CORP | $209,257 | $268,790 |
| OMNICOM GROUP | $1,926,284 | $2,075,140 |
| ONEOK INC | $251,915 | $294,336 |
| PARAMOUNT GLOBAL ORD SHS CLASS | $225,158 | $155,296 |
| PERKIN ELMER INC | $119,923 | $213,134 |
| PERRIGO CO PLC | $295,907 | $242,380 |
| PHILIP MORRIS INTL | $912,681 | $1,171,000 |
| POWER INTEGRATIONS, INC | $207,363 | $393,026 |
| RAYTHEON TECHNOLOGIES CORP | $796,779 | $1,126,267 |
| REYNOLDS CONSUMER PRODUCTS INC | $218,223 | $212,258 |
| ROGERS COMM CL B | $1,395,088 | $1,304,026 |
| S&P GLOBAL INC COM | $1,058,347 | $937,832 |
| SAP AKTIENGESELL ADS | $1,052,402 | $1,135,090 |
| SAPIENS INTERNATIONAL CORPORAT | $281,024 | $177,778 |
| SBA COMMUNICATIONS CORP | $202,840 | $224,248 |
| SERVICE CP INTL | $177,064 | $267,572 |
| SIMULATIONS PLUS INC | $211,600 | $170,416 |
| SMITH A O CORP DEL COM | $151,873 | $180,306 |
| SOUTH STATE CORPORATION | $1,448,631 | $1,379,062 |
| STAG INDUSTRIAL INC | $260,060 | $259,126 |
| STANDEX INTERNATIONAL CORP | $305,640 | $408,616 |
| STARBUCKS CORP COM | $1,249,734 | $1,190,400 |
| TARGET CORPORATION | $625,521 | $704,959 |
| TE CONNECTIVITY LTD | $1,488,423 | $1,090,600 |
| TENNANT CO | $300,292 | $258,594 |
| TEXAS PACIFIC LAND CORPORATION | $94,560 | $187,538 |
| THE COCA-COLA CO | $1,067,665 | $1,456,669 |
| TRICO BANCSHARES | $288,280 | $353,871 |
| TURNING POINT BRANDS INC | $236,112 | $196,184 |
| U.S. PHYSICAL THERAPY INC | $216,683 | $184,748 |
| UNITED PARCEL SERVICE | $647,655 | $1,043,040 |
| VALMONT INDUSTRIES INC | $90,800 | $251,309 |
| VISA INC | $546,991 | $1,703,632 |
| WAL-MART STORES INC | $1,152,877 | $1,134,320 |
| WALKER & DUNLOP INC | $219,465 | $166,378 |
| WEC ENERGY GROUP, INC | $1,020,628 | $1,129,339 |
| WESTROCK COMPANY | $422,327 | $354,061 |
| WILLIS TOWERS WATSON | $409,236 | $435,352 |
| WOLVERINE WORLDWIDE | $388,875 | $218,709 |
| WOODWARD INC | $140,714 | $174,864 |
| ZIMMER BIOMET HOLDINGS | $264,298 | $281,775 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $2,332 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,332 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $130,588 | $130,588 | |
| Bank Charges | $1,094 | $1,094 | |
| Cell Phone Expense | $1,347 | $1,347 | |
| Computers/Electronic Devices | $615 | $615 | |
| Digital Subscriptions | $1,188 | $1,188 | |
| Foundation Dues & Memberships | $11,500 | $11,500 | |
| POSTAGE/DELIVERY FEES | $757 | $757 | |
| Office & Supplies | $7,509 | $7,509 | |
| State or Local Filing Fees | $30 | $30 | |
| Website Hosting/Support | $21 | $21 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $33 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $303,076 | $303,076 | |
| Philanthropic Consulting Srvcs | $13,000 | $13,000 | |
| LOGO DESIGN | $2,385 | $2,385 | |
| Website Development | $600 | $600 | |
| PROJECT MANAGEMENT | $12,756 | $12,756 | |
| IT SUPPORT | $3,904 | $3,904 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $127,600 | |
| 990-PF Extension for 2021 | $38,655 | |
| Foreign Tax Paid | $23,089 | $23,089 |