FOREHAND FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOREHAND FAMILY FOUNDATION (EIN 27-6368488)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-06
- IRS object ID
- 202333109349100403
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-06T09:09:37-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581608736 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINS CLENNEY RUMSEY HUCKABY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 E 17TH AVE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 310151514 | 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 | 276368488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOREHAND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 2299385156 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 EAST 15TH AVENUE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A FOREHAND JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | FOREHAND | 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 | DANIEL J RUMSEY CPA | PreparerPersonNm |
| PTIN | P01073870 | PTIN |
| Phone | 2292737211 | PhoneNum |
| Preparation | 2023-11-03 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $368,717 | 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 |
| Dividends Rev And Expnss | $8,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,357 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $193,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,357 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,430 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,154 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,577 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,577 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,075 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,075 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $21 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,673 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,577 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,673 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,777 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,757 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,352 | CashBOYAmt |
| Cash EOY | $1,513 | CashEOYAmt |
| Cash EOYFMV | $1,513 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,964 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $100 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $39,865 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $45,365 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $39,865 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $39,865 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $277,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $276,602 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $320,375 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $345,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $324,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $368,717 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $345,049 | CapitalStockBOYAmt |
| Capital Stock EOY | $324,944 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $345,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $324,944 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $345,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $324,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $345,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,105 | ExcessRevenueOverExpensesAmt |
| Subtotal | $324,944 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $324,944 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $23,097 | $21,640 | $1,457 | $1,457 |
| PUBLICLY TRADED SECURITIES | P | $170,301 | $156,402 | $13,899 | $13,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,357 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,457 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $247 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $247 | SubtotalAmt |
| Tax Based On Investment Income | $247 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,128 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,128 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,881 | OverpaymentAmt |
| Applied To ES Tax | $1,881 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | DAVID A FOREHAND JR | IndividualWithBooksNm |
| Phone | 2299385156 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 EAST 15TH AVENUE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31015 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A FOREHAND JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 EAST 15TH AVENUE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.25 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $344,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $42,665 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $402,346 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $402,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,035 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $396,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $247 | TotalTaxAmt |
| Distributable Before Adj | $19,569 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,569 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,569 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,777 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,777 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,569 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $42,684 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $21,731 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $576,456 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,403 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $672,274 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,777 | QualifyingDistributionsAmt |
| Applied To Current Year | $19,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,208 | RemainingDistriFromCorpusAmt |
| Total Corpus | $690,482 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $42,684 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $647,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $21,731 | ExcessFromYear3Amt |
| Excess From Year2 | $576,456 | ExcessFromYear2Amt |
| Excess From Year1 | $31,403 | ExcessFromYear1Amt |
| Excess From Current Year | $18,208 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A FOREHAND JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID A FOREHAND JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 EAST 15TH AVENUE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2299385156 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS DETERMINED BY TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRIST EPISCOPAL CHURCH | |||||||
| 408 SOUTH FIRST STREET | CORDELE | GA | 31015 | N/A | PC | GENERAL SUPPORT | $22,200 |
| EL FARO UNITED METHODIST CHURCH | |||||||
| 200 LEE STREET | AMERICUS | GA | 31709 | N/A | PC | GENERAL SUPPORT | $5,500 |
| CRISP COUNTY COMMUNITY COUNCIL | |||||||
| 1129 NORTH 5TH ST EXT | CORDELE | GA | 31015 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GEORGIA WOMEN OF ACHIEVEMENT INC | |||||||
| 4760 FORSYTH ROAD | MACON | GA | 31210 | N/A | PC | GENERAL SUPPORT | $2,500 |
| CRISP AREA ARTS ALLIANCE INC | |||||||
| PO BOX 531 | CORDELE | GA | 31010 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,073 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,357 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,430 | 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 FEES | CategoryTxt |
| Amt | $3,154 | Amt |
| Net Investment Income | $1,577 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,577 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SUNTRUST INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $276,602 | BookValueAmt |
| EOYFMV | $320,375 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $33 |
| PENALTIES | $52 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN T MCAFEE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | N/A | InsiderRelationshipTxt |
| Loan Original | $70,000 | LoanOriginalAmt |
| Balance Due | $39,865 | BalanceDueAmt |
| Note | 2015-11 | NoteDt |
| Loan Maturity | 2024-12 | LoanMaturityDt |
| Repayment Terms | PRINCIPAL | RepaymentTermsTxt |
| Interest | 0.0000 | InterestRt |
| Security Provided Borrower | N/A | SecurityProvidedBorrowerTxt |
| Loan Purpose | EDUCATIONAL | LoanPurposeTxt |
| Lender Consideration | N/A | LenderConsiderationDesc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $4,075 | Amt |
| Net Investment Income | $4,075 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $21 | Amt |
| Net Investment Income | $21 | NetInvestmentIncomeAmt |