HAMMILL FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HAMMILL FAMILY FOUNDATION INC (EIN 58-2429614)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202303149349102150
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T12:05:53-06:00 | 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 | 582429614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hammill Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | HAMM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Hammill | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Richard | PersonFirstNm |
| Person Last | Hammill | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,781,706 | 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 | $474,935 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $319 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $319 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,998 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,998 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,110,026 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,052,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,365,803 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $309 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $309 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,717,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,498,429 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,850 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,850 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150,292 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150,292 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,426 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $437 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $31,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,292 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $199,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,092 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $337,759 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $337,759 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $537,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $374,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,179,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,347,681 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $313,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $744,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $744,543 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,836,595 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,901,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,037,163 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $14,150,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,646,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,781,706 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,150,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,646,263 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,150,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,646,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,150,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,646,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,150,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,179,999 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,330,150 | SubtotalAmt |
| Other Decreases | $8,683,887 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,646,263 | 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 | $4,052,790 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,686,987 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,365,803 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,365,803 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,365,803 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,733 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,733 | SubtotalAmt |
| Tax Based On Investment Income | $18,733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,180 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $447 | OverpaymentAmt |
| Applied To ES Tax | $447 | 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 |
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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Jeffrey A Hammill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Richard A Hammill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 2.0 | $0 | $0 | $0 |
| Susan K Hammill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 2.0 | $0 | $0 | $0 |
| Jennifer Kristin Johnson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3280 Peachtree Road NE STE 2000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $150,292 | CompensationAmt |
| 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 | $10,672,575 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $636,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,309,221 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,309,221 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,638 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,139,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $556,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $556,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,733 | TotalTaxAmt |
| Distributable Before Adj | $538,246 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $538,246 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $538,246 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $374,851 | 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 | $374,851 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $538,246 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $307,377 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $374,851 | QualifyingDistributionsAmt |
| Applied To Year1 | $307,377 | AppliedToYear1Amt |
| Applied To Current Year | $67,474 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $470,772 | 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 | Richard A Hammill | ContributingManagerNm |
| Contributing Manager | Susan K Hammill | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Hammill Family Foundation Inc | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10635 Big Canoe | AddressLine1Txt |
| City | Jasper | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7062681212 | RecipientPhoneNum |
| Form And Info And Materials | Written summary | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Grand requests are reviewed continuously | SubmissionDeadlinesTxt |
| Restrictions On Awards | Awards support the objectives of education, building self-esteem and health | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS - METROPOLITAN ATLANTA CHAPTER | |||||||
| 1955 MONROE DR NE | ATLANTA | GA | 30324 | N/A | PC | General & Unrestricted | $10,000 |
| ATLANTA UNION MISSION CORPORATION HCSR | |||||||
| 2353 BOLTON RD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $25,000 |
| BIG CANOE CHAPEL INC | |||||||
| 10455 BIG CANOE | BIG CANOE | GA | 30143 | N/A | PC | Women's Fellowship Fund | $2,500 |
| BIG CANOE CHAPEL INC | |||||||
| 10455 BIG CANOE | BIG CANOE | GA | 30143 | N/A | PC | General & Unrestricted | $6,539 |
| BOYS & GIRLS CLUBS OF NORTH GEORGIA | |||||||
| 101 FREEDOM WAY | JASPER | GA | 30143 | N/A | PC | General & Unrestricted | $10,000 |
| CARES COMMUNITY ASSISTANCE RESOURCES & EMER SVCS P | |||||||
| PO BOX 1342 | JASPER | GA | 30143 | N/A | PC | General & Unrestricted | $10,000 |
| CHILDRENS HEALTHCARE OF ATLANTA INC - CHILDRENS HE | |||||||
| 1575 NORTHEAST EXPY | ATLANTA | GA | 30329 | N/A | PC | In support of the psychosocial aspects of the food allergy program | $30,000 |
| CONVOY OF HOPE | |||||||
| 1 CONVOY DR | SPRINGFIELD | MO | 65802 | N/A | PC | General & Unrestricted | $10,000 |
| CRADDOCK CENTER INC | |||||||
| PO BOX 69 | CHERRY LOG | GA | 30522 | N/A | PC | General & Unrestricted | $3,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | N/A | PC | General & Unrestricted | $5,000 |
| FOUNDATION FOR HOSPITAL ART INC | |||||||
| 131 VILLAGE CTR W | WOODSTOCK | GA | 30188 | N/A | PC | General & Unrestricted | $7,500 |
| GLOBAL SERVANTS INC | |||||||
| 5781 LEE BLVD UNIT 208 555 | LEHIGH ACRES | FL | 33971 | N/A | PC | the House of Grace, Thailand | $10,000 |
| GOOD SAMARITAN HEALTH & WELLNESS CENTER INC | |||||||
| 175 SAMARITAN DR | JASPER | GA | 30143 | N/A | PC | General & Unrestricted | $7,500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 135 CARES DR | JASPER | GA | 30143 | N/A | PC | General & Unrestricted | $3,000 |
| HELP OUR MILITARY HEROES INC | |||||||
| 15 PHEASANT LN | EASTON | CT | 06612 | N/A | PC | General & Unrestricted | $5,000 |
| HELP THE PERSECUTED INC | |||||||
| PO BOX 20303 | ATLANTA | GA | 30325 | N/A | PC | General & Unrestricted | $5,000 |
| HOPE FOR HAITIS CHILDREN MINISTRIES INC | |||||||
| 12020 SOUTHWICK LN | CINCINNATI | OH | 45241 | N/A | PC | General & Unrestricted | $10,000 |
| JOY HOUSE INC | |||||||
| PO BOX 247 | JASPER | GA | 30143 | N/A | PC | General & Unrestricted | $5,000 |
| LUKE PROJECT INC | |||||||
| 2520 NORTHWINDS PKWY STE 285 | ALPHARETTA | GA | 30009 | N/A | PC | General & Unrestricted | $5,000 |
| MAKE A DIFFERENCE MINISTRIES INC | |||||||
| 1200 CAMP HIGHLAND RD | ELLIJAY | GA | 30540 | N/A | PC | General & Unrestricted | $10,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 |
| NO LONGER BOUND INC | |||||||
| 2725 PINE GROVE RD | CUMMING | GA | 30041 | N/A | PC | General & Unrestricted | $5,000 |
| NORTH GEORGIA FAMILY PARTNERS INC | |||||||
| PO BOX 752 | TATE | GA | 30177 | N/A | PC | General & Unrestricted | $14,400 |
| OUR LADY OF THE MOUNTAINS CATHOLIC CHURCH | |||||||
| 1908 WALESKA HWY 108 | JASPER | GA | 30143 | N/A | PC | Saint Vincent de Paul Society | $10,000 |
| PARK COUNTY COMMUNITY FOUNDATION | |||||||
| 104 S MAIN ST | LIVINGSTON | MT | 59047 | N/A | PC | Flood Relief Fund | $10,000 |
| PICKENS PREGNANCY CENTER INC | |||||||
| 7 CARING WAY | JASPER | GA | 30143 | N/A | PC | General & Unrestricted | $10,000 |
| QUILTS OF VALOR FOUNDATION | |||||||
| PO BOX 191 | WINTERSET | IA | 50273 | N/A | PC | Quilts of Valor Georgia | $2,000 |
| REAL BREAD OUTREACH | |||||||
| 561 DOGWOOD HILLS LN | CANTON | GA | 30115 | N/A | PC | General & Unrestricted | $10,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | UKRAINE RELIEF EFFORTS | $52,250 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Ukraine Relief fund | $570 |
| SISTERS OF GRACE INC | |||||||
| PO BOX 446 | DACULA | GA | 30019 | N/A | PC | General & Unrestricted | $5,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $5,000 |
| SUNRISE DAY CAMPS ASSOCIATION INC | |||||||
| 11 NEIL CT | OCEANSIDE | NY | 11572 | N/A | PC | In support of your Aurora Day Camp affiliate in Atlanta | $6,000 |
| SUNRISE DAY CAMPS ASSOCIATION INC | |||||||
| 11 NEIL CT | OCEANSIDE | NY | 11572 | N/A | PC | Aurora Day Camp | $5,000 |
| THE SALVATION ARMY | |||||||
| 1000 CENTER PLACE STE 150 | NORCROSS | GA | 30093 | N/A | PC | General & Unrestricted | $7,500 |
| YOUNG LIFE | |||||||
| PO BOX 5184 | HARLAN | IA | 51593 | N/A | PC | Pickens County Georgia Young Life chapter | $5,000 |
| ZOE EMPOWERS | |||||||
| PO BOX 28839 | RALEIGH | NC | 27611 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $337,759 | 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 | $319 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,998 | 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 | $1,110,026 | 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 | $309 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,242,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,242,652 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Hammill Richard A | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10635 Big Canoe | AddressLine1Txt |
| City | Jasper | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $447,115 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (15 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ALPHABET INC CL C GOOG, 265 sh. | $23,867 | 2022-12-19 |
| 1 | AMAZON COM AMZN, 287 sh. | $24,702 | 2022-12-19 |
| 1 | APPLE INC AAPL, 341 sh. | $45,442 | 2022-12-19 |
| 1 | THE BLACKSTONE GROUP INC CL A BX, 257 sh. | $19,104 | 2022-12-19 |
| 1 | DANAHER CORP DHR, 160 sh. | $41,646 | 2022-12-19 |
| 1 | DEXCOM, INC DXCM, 270 sh. | $30,364 | 2022-12-19 |
| 1 | STARBUCKS CORP COM SBUX, 209 sh. | $20,538 | 2022-12-19 |
| 1 | ULTA SALON, COSMETICS & FRAGRANCE, INC ULTA, 70 sh. | $31,255 | 2022-12-19 |
| 1 | VISA INC V, 155 sh. | $31,885 | 2022-12-19 |
| 1 | INTUIT INTU, 33 sh. | $12,643 | 2022-12-19 |
| 1 | L'OREAL ADR LRLCY, 208 sh. | $14,762 | 2022-12-19 |
| 1 | LVMH MOET HENN UNSP LVMUY, 235 sh. | $34,190 | 2022-12-19 |
| 1 | MASTERCARD INC MA, 145 sh. | $49,691 | 2022-12-19 |
| 1 | NIKE INC-CL B NKE, 226 sh. | $25,352 | 2022-12-19 |
| 1 | RESMED INC RMD, 56 sh. | $11,673 | 2022-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation/Review | CategoryTxt |
| Amt | $2,950 | Amt |
| Disbursements Charitable Prps | $2,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $85,829 | $135,752 |
| ADOBE SYSTEMS, INC | $170,852 | $143,362 |
| ALPHABET INC CL C | $118,746 | $297,423 |
| AMAZON COM | $129,194 | $306,600 |
| AMERICAN TOWER REIT INC | $115,686 | $125,845 |
| APPLE INC | $143,475 | $759,050 |
| ARES MANAGEMENT CORPORATION | $96,820 | $96,432 |
| BOOKING HOLDINGS INC | $389,937 | $352,674 |
| BRISTOL-MYERS SQUIBB CO | $108,968 | $143,612 |
| CONOCOPHILLIPS | $172,343 | $201,898 |
| DANAHER CORP | $200,810 | $538,006 |
| DEXCOM, INC | $245,061 | $386,715 |
| EXXON MOBIL CORP | $135,981 | $205,930 |
| GOLDMAN SACHS GROUP | $65,541 | $60,092 |
| HOME DEPOT INC | $167,238 | $204,046 |
| ILLUMINA INC COM | $108,226 | $234,956 |
| INSULET CORPORATION | $156,422 | $153,083 |
| INTUIT | $81,868 | $163,083 |
| JOHNSON & JOHNSON | $95,188 | $160,045 |
| L'OREAL ADR | $124,733 | $187,103 |
| LULULEMON ATHLETICA INC | $163,326 | $162,753 |
| LVMH MOET HENN UNSP | $218,975 | $433,596 |
| MARRIOTT INTERNATIONAL INC. CL | $249,581 | $243,286 |
| MARSH AND MCLENNAN COMPANIES I | $70,674 | $145,622 |
| MASTERCARD INC | $27,296 | $635,997 |
| MICROSOFT CORP | $104,183 | $329,753 |
| NESTLE S.A | $59,846 | $82,929 |
| NIKE INC-CL B | $199,189 | $334,649 |
| RAYTHEON TECHNOLOGIES CORP | $95,466 | $146,334 |
| RESMED INC | $31,377 | $146,732 |
| SALESFORCE.COM | $194,517 | $146,910 |
| SIMON PPTY GROUP INC | $137,984 | $170,229 |
| STARBUCKS CORP COM | $118,894 | $359,699 |
| T. ROWE PRICE GROUP | $129,240 | $132,072 |
| TESLA MOTORS INC | $145,532 | $74,647 |
| THE BLACKSTONE GROUP INC CL A | $420,317 | $432,454 |
| ULTA SALON, COSMETICS & FRAGRA | $220,610 | $413,720 |
| UNITED PARCEL SERVICE | $67,067 | $67,971 |
| VISA INC | $44,449 | $407,210 |
| WAL-MART STORES INC | $70,559 | $115,417 |
| WALT DISNEY HOLDINGS CO | $219,720 | $199,476 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $2,850 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,850 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $8,683,887 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $24,792 | $24,792 | |
| Administrative Set-Up Fee | $6,500 | $6,500 | |
| Bank Charges | $19 | $19 |
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 | $309 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $309 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $150,292 | Amt |
| Net Investment Income | $150,292 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $11,989 | |
| Foreign Tax Paid | $437 | $437 |