STUART AND EULENE MURRAY FOUNDATION TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STUART AND EULENE MURRAY FOUNDATION TR (EIN 58-1936483)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202531349349103803
- Schema version
- 2023v6.0
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T13:41:23-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582475857 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLS CAULEY & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 ENGINEERING DRIVE SUITE 250 | AddressLine1Txt |
| City | PEACHTREE CORNERS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581936483 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART & EULENE MURRAY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KELLY BOUDREAU TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUA | BusinessNameControlTxt |
| Phone | 4044560536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4228 WICKERSHAM DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30345 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY BOUDREAU | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4044560536 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE A O'CONNELL | PreparerPersonNm |
| PTIN | P01081790 | PTIN |
| Phone | 4042141301 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,184,737 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,083 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,083 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,311,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,311,748 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,375,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,388,046 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,375,558 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $789 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $789 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,689,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,689,178 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $406,582 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $406,582 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $126,186 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,018 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $537,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $431,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,309,283 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,309,283 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,846,801 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $431,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,314,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$157,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,257,578 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $774,932 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $956,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $956,736 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $45,399,452 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,060,025 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,228,001 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $46,174,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,016,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,184,737 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $46,174,384 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,016,761 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,174,384 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,016,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,174,384 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,016,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,174,384 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$157,623 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,016,761 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,016,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $6,714,767 | $6,688,434 | $26,333 | $26,333 | |
| PUBLICLY TRADED SECURITIES | $13,657,121 | $12,324,054 | $1,333,067 | $1,333,067 | |
| CAPITAL GAINS DIVIDENDS | $16,158 | $16,158 | $16,158 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,375,558 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,380 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,380 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,380 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $71,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $99 | EsPenaltyAmt |
| Overpayment | $39,521 | OverpaymentAmt |
| Applied To ES Tax | $39,521 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KELLY BOUDREAU | IndividualWithBooksNm |
| Phone | 4044560536 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4228 WICKERSHAM DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JOEL REED | ||||||||
| 1958 STARFIRE DRIVE | ATLANTA | GA | 30345 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KELLY BOUDREAU | ||||||||
| 4228 WICKERSHAM DRIVE | ATLANTA | GA | 30327 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL WILLIAMS | ||||||||
| 4009 AINSDALE DRIVE | MATTHEWS | NC | 28104 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GIL WATSON | ||||||||
| 3280 PEACHTREE RD NE STE 200 | ATLANTA | GA | 30305 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $51,527,873 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $578,759 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,106,632 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,106,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $781,599 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,325,033 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,566,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,566,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,380 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,380 | TotalTaxAmt |
| Distributable Before Adj | $2,534,872 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,534,872 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,534,872 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,314,033 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,314,033 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,534,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,307,641 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,314,033 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,307,641 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,392 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,528,480 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SALEM CAMPGROUND | ||||||||
| 3940 SALEM ROAD | COVINGTON | GA | 30016 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 | |
| BUCKINGHAM TERRACE FOUNDATION | ||||||||
| 1000 BUCKINGHAM TERRACE | BRUNSWICK | GA | 315252382 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| MATTHEWS UNITED METHODIST CHURCH | ||||||||
| 801 S TRADE ST | MATTHEWS | NC | 28105 | N/A | PUBLIC CHARITY | UNRESTRICTED | $18,600 | |
| GOOD SAMARITAN HEALTH CENTER | ||||||||
| 1015 DONALD LEE HOLLOWELL PKWY | ATLANTA | GA | 30318 | N/A | PUBLIC CHARITY | UNRESTRICTED | $20,000 | |
| BUCKHEAD CHRISTIAN MINISTRY | ||||||||
| 2847 PIEDMONT RD NE | ATLANTA | GA | 30305 | N/A | PUBLIC CHARITY | UNRESTRICTED | $20,000 | |
| MATTHEWS MAVERICKS FC | ||||||||
| 1825 WEDDINGTON ROAD | MATTHEWS | NC | 28105 | N/A | PUBLIC CHARITY | UNRESTRICTED | $20,000 | |
| MERCY MINISTRIES | ||||||||
| 2034 BROAD ST 3025 | AUGUSTA | GA | 30904 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,400 | |
| HUMANE SOCIETY OF SOUTH COASTAL GEORGIA | ||||||||
| 4627 US-17 | BRUNSWICK | GA | 31525 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 | |
| ABIDING LOVE CHARITIES | ||||||||
| 1700 FREDRICA RD | ST SIMONS ISLAND | GA | 31522 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 | |
| REINHARDT UNIVERSITY | ||||||||
| 7300 REINHART COLLEGE CIRCLE | WALESKA | GA | 30183 | N/A | PUBLIC CHARITY | SCHOLARSHIP FUND | $50,000 | |
| GEORGIA SHERIFFS' YOUTH HOMES | ||||||||
| 5671 BOYS RANCH RD | HAHIRA | GA | 31632 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 | |
| HOPE THRU SOAP | ||||||||
| 2650 PLEASANTDALE RD SUITE 14 | ATLANTA | GA | 30340 | N/A | PUBLIC CHARITY | UNRESTRICTED | $70,000 | |
| THE GATHERING PLACE | ||||||||
| 999 BRADY AVE NW | ATLANTA | GA | 30318 | N/A | PUBLIC CHARITY | UNRESTRICTED | $80,000 | |
| RESCUING HOPE | ||||||||
| 1750 POWDER SPRINGS RD SUITE 190 | MARIETTA | GA | 30064 | N/A | PUBLIC CHARITY | UNRESTRICTED | $123,283 | |
| THE BOYCE L ANSLEY SCHOOL | ||||||||
| 120 RALPH MCGILL BLVD NE BLDG 3 STE | ATLANTA | GA | 30308 | N/A | PUBLIC CHARITY | UNRESTRICTED | $220,000 | 1 |
| THE LOVETT SCHOOL | ||||||||
| 4075 PACES FERRY RD NW | ATLANTA | GA | 30327 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,309,283 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,083 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,311,748 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $789 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,375,558 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,688,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $789 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,689,178 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS INCOME | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NICHOLS, CAULEY & ASSOCIATES,LLC | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS AT MORGAN STANLEY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $45,060,025 | BookValueAmt |
| EOYFMV | $52,228,001 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $789 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $789 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $789 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY INVESTMENT FEES | CategoryTxt |
| Amt | $406,582 | Amt |
| Net Investment Income | $406,582 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US INCOME & EXCISE TAXES | $101,168 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $20,545 | $20,545 | $0 |
| ADR FEES | $4,473 | $4,473 | $0 |