THE PEYTON ANDERSON FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE PEYTON ANDERSON FOUNDATION INC (EIN 58-1803562)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-27
- IRS object ID
- 202501479349100905
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-27T14:30:09-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581484212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD MOORE & MCDUFFIE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4547 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581803562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PEYTON ANDERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEYT | BusinessNameControlTxt |
| Phone | 4787435359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MULBERRY STREET SUITE 830 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN J LAMBERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4787435359 | PhoneNum |
| Signature | 2025-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA G SLAGLE | PreparerPersonNm |
| PTIN | P00083775 | PTIN |
| Phone | 4787425317 | PhoneNum |
| Preparation | 2025-05-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $124,897,548 | 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 | $385,825 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $385,825 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,788,410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,788,410 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,626,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,149,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,626,110 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $123,531 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $123,531 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,923,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,923,876 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $324,514 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,757 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $265,757 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $293,600 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $104,960 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $188,640 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $126,750 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $36,550 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $90,200 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,675 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,675 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $958 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $96 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $862 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $766,830 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $745,799 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,031 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $116,678 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,883 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25,845 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,616 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,061 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $58,556 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,856 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $52,700 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $59,571 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,795 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $57,776 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $142,843 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $132,617 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,904,591 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $975,983 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $839,103 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,672,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,672,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,577,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $975,983 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,511,603 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,346,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,947,893 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,175,508 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,838,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,838,955 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,089,065 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,089,065 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,089,065 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $219,902 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,320,028 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $3,267,983 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,320,028 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,320,028 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $7,129,215 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,552,279 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,523,734 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $59,674,885 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,243,103 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,475,652 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,626,050 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,799,456 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,751,185 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $539,456 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,913,085 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,140,032 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $449,539 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,479 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $268,780 | LandBOYAmt |
| Land EOY | $359,060 | LandEOYAmt |
| Land EOYFMV | $359,060 | LandEOYFMVAmt |
| Other Assets BOY | $50,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $50,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $269,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $79,820,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,165,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $124,897,548 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,696 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $2,696 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $79,818,246 | RetainedEarningBOYAmt |
| Retained Earning EOY | $82,165,031 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,818,246 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,165,031 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,820,942 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,165,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,818,246 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,346,785 | ExcessRevenueOverExpensesAmt |
| Subtotal | $82,165,031 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $82,165,031 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS MARKETABLE SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $31,664,202 | GrossSalesPriceAmt |
| Cost Or Other Basis | $26,523,690 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,140,512 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,140,512 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,626,110 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $110,476 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $110,476 | SubtotalAmt |
| Tax Based On Investment Income | $110,476 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $95,465 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,011 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $110,476 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PEYTONANDERSON.ORG | WebsiteAddressTxt |
| Individual With Books | KAREN J LAMBERT | IndividualWithBooksNm |
| Phone | 4787435359 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MULBERRY STREET SUITE 830 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| REID HANSON JR | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $20,488 | $0 | $0 |
| KATHRYN H DENNIS | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $20,488 | $0 | $0 |
| R KIRBY GODSEY | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $20,488 | $0 | $0 |
| MARC T TREADWELL | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| KAREN J LAMBERT | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | PRESIDENT | 40.00 | $263,050 | $58,750 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE ATTACHED | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MULBERRY STREET SUITE 830 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SEE ATTACHED | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $293,600 | CompensationAmt |
| Employee Benefits | $68,000 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SNYDER CAPITAL MANAGEMENT LP | |||||
| 101 MISSION STREET SUITE 1400 | SAN FRANCISCO | CA | 94105 | INVESTMENT MGR | $235,678 |
| BARON CAPITAL MANAGEMENT INC | |||||
| 767 FIFTH AVENUE 49TH FLOOR | NEW YORK | NY | 10153 | INVESTMENT MGR | $228,403 |
| H S MANAGEMENT PARTNERS LLC | |||||
| 640 FIFTH AVENUE 18TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT MGR | $209,550 |
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 | $118,618,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $989,148 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $219,902 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $119,827,365 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $119,827,365 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,797,410 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $118,029,955 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,901,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,901,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $110,476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $110,476 | TotalTaxAmt |
| Distributable Before Adj | $5,791,022 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,791,022 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,791,022 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,511,603 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $90,806 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,602,409 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,791,022 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $766,442 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $419,340 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $152,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,338,742 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,602,409 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,602,409 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $188,613 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $188,613 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,150,129 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $577,829 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $572,300 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $419,340 | ExcessFromYear4Amt |
| Excess From Year1 | $152,960 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN J LAMBERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MULBERRY STREET SUITE 830 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4787435359 | RecipientPhoneNum |
| Recipient Email Address | KLAMBERT@PAFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE PAF GRANT APPLICATION ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1ST AND SEPTEMBER 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE PAF GRANT APPLICATION ATTACHED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ANGEL FLIGHT SOARS INC | |||||||||
| 2000 AIRPORT RD | STE 227 | ATLANTA | GA | 30341 | N/A | PC | FLY A GEORGIA PATIENT (MACON) PROGRA | $15,000 | |
| BACKLOT PLAYERS | |||||||||
| 23 W JOHNSON ST | FORSYTH | GA | 31029 | N/A | PC | DISCRETIONARY | $2,000 | ||
| BOOK EM | |||||||||
| 2970 NORTH HILLANDALE CIR | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $3,000 | ||
| BOYS & GIRLS CLUBS OF CENTRAL GEORG | |||||||||
| 277 MLK JR BLVD WEST | STE 202 | MACON | GA | 31201 | N/A | PC | BOYS & GIRLS CLUBS OF CENTRAL GEORGI | $300,000 | |
| BRAINERD BAPTIST SCHOOL | |||||||||
| 4107 MAYFAIR AVE | CHATTANOOGA | TN | 37411 | N/A | PC | DISCRETIONARY | $1,000 | ||
| CENTRAL GEORGIA TECHNICAL COLLEGE | |||||||||
| 3300 MACON TECH DR | BLDG A ROOM 413 | MACON | GA | 31206 | N/A | PC | PRESIDENTIAL SCHOLARSHIP FOR EXCELLE | $5,000 | FOUNDATION |
| CENTRAL GEORGIA TECHNICAL COLLEGE | |||||||||
| 3300 MACON TECH DR | BLDG A ROOM 413 | MACON | GA | 31206 | N/A | PC | DISCRETIONARY | $1,000 | FOUNDATION |
| CENTRAL GEORGIA TECHNICAL COLLEGE | |||||||||
| 3300 MACON TECH DR | MACON | GA | 31206 | N/A | PC | SCHOLARSHIPS | $3,000 | ||
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | STE 1600 | MACON | GA | 31201 | N/A | PC | BICENTENNIAL PARK | $300,000 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | STE 1600 | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $5,000 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | STE 1600 | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $3,000 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | STE 1600 | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $2,500 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | STE 1600 | MACON | GA | 31201 | N/A | PC | MERRIE CHRISTMAS PROJECT | $10,000 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | STE 1600 | MACON | GA | 31201 | N/A | PC | THE SHIELD CLUB | $5,000 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | STE 1600 | MACON | GA | 31201 | N/A | PC | ONE MACON | $25,000 | GEORGIA INC |
| CROSSROADS CHRISTIAN COUNSELING | |||||||||
| 144 PIERCE AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,000 | CENTER | |
| DEPAUL USA INC | |||||||||
| PO BOX 756 | CHICAGO | IL | 60690 | N/A | PC | SHELTERING STATUE | $10,000 | ||
| FAMILY ADVANCEMENT MINISTRIES | |||||||||
| 538 ORANGE ST | MACON | GA | 31201 | N/A | PC | FAM WORK READY | $30,000 | ||
| FIRST CHOICE PRIMARY CARE | |||||||||
| PO BOX 4363 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $1,000 | ||
| FIRST PRESBYTERIAN DAY SCHOOL | |||||||||
| 5671 CALVIN DR | MACON | GA | 31210 | N/A | PC | BOOKS FOR THE ELEMENTARY LIBRARY | $1,000 | ||
| FORWARD MACON | |||||||||
| 338 POPLAR ST | MACON | GA | 31201 | N/A | PC | CHOOSE MACON - TALENT RECRUITMENT PL | $250,000 | ||
| GEORGIA COLLEGE AND STATE UNIVERSIT | |||||||||
| 231 W HANCOCK ST | MILLEDGEVILLE | GA | 31061 | N/A | PC | SCHOLARSHIPS | $15,000 | ||
| GEORGIA COUNCIL ON ECONOMIC | |||||||||
| 75 PIEDMONT AVE NE | STE 700 | ATLANTA | GA | 30303 | N/A | PC | HELPING BIBB COUNTY TEACHERS TEACH P | $5,000 | EDUCATION |
| GEORGIA FARM BUREAU FOUNDATION FOR | |||||||||
| 1620 BASS RD | MACON | GA | 31210 | N/A | PC | HURRICANE HELENE RELIEF | $15,000 | AGRICULTURE | |
| GEORGIA HISTORICAL SOCIETY | |||||||||
| 104 W GASTON ST | SAVANNAH | GA | 31401 | N/A | PC | RESTORING TRUST IN AMERICAN INSTITUT | $125,000 | ||
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||||
| NORTH AVE | ATLANTA | GA | 30332 | N/A | PC | SCHOLARSHIPS | $56,500 | ||
| GEORGIA PRESS EDUCATIONAL FOUNDATIO | |||||||||
| PO BOX 4003 | MARIETTA | GA | 30061 | N/A | PC | CAPITOL BEAT EXPANSION | $50,000 | ||
| GEORGIA SOUTHERN UNIVERSITY | |||||||||
| 1332 SOUTHERN DR | STATESBORO | GA | 30458 | N/A | PC | SCHOLARSHIPS | $32,000 | ||
| GEORGIA STATE UNIVERSITY | |||||||||
| PO BOX 2668 | ATLANTA | GA | 30303 | N/A | PC | SCHOLARSHIPS | $6,000 | ||
| GOOD SHEPHERD EPISCOPAL SCHOOL | |||||||||
| 11110 MIDWAY RD | DALLAS | TX | 75229 | N/A | PC | DISCRETIONARY | $1,000 | ||
| GOODWILL INDUSTRIES OF MIDDLE | |||||||||
| 5171 EISENHOWER PKWY | MACON | GA | 31206 | N/A | PC | PROTECT AND COVER OUR MISSION, NEW R | $250,000 | GEORGIA INC | |
| GRAND OPERA HOUSE | |||||||||
| 651 MULBERRY ST | MACON | GA | 31201 | N/A | PC | GRANDKIDS EDUCATIONAL PERFORMANCES | $12,000 | ||
| GRAND OPERA HOUSE | |||||||||
| 651 MULBERRY ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $5,000 | ||
| GRAND OPERA HOUSE | |||||||||
| 651 MULBERRY ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,500 | ||
| HISTORIC MACON | |||||||||
| PO BOX 13358 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $1,000 | ||
| HISTORIC MACON | |||||||||
| PO BOX 13358 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $2,500 | ||
| HOLY COMFORTER EPISCOPAL SCHOOL IN | |||||||||
| 2001 FLEISCHMANN RD | TALLAHASSEE | FL | 32308 | N/A | PC | DISCRETIONARY | $1,000 | ||
| JAMES WIMBERLY INSTITUTE | |||||||||
| PO BOX 2734 | MACON | GA | 31203 | N/A | PC | BARRIER BREAKERS CEREMONY | $2,500 | ||
| JAY'S HOPE FOUNDATION | |||||||||
| 1157B FORSYTH ST | MACON | GA | 31201 | N/A | PC | EXECUTIVE DISCRETIONARY | $10,000 | ||
| JAY'S HOPE FOUNDATION | |||||||||
| 1157B FORSYTH ST | MACON | GA | 31201 | N/A | PC | 6TH ANNUAL HOPE AGAINST HOPE RETREAT | $15,000 | ||
| K B SUTTON ELEMENTARY SCHOOL | |||||||||
| 1315 GA-83 | FORSYTH | GA | 31029 | N/A | PC | 2ND GRADE SUPPLIES | $500 | ||
| KENNESAW STATE UNIVERSITY | |||||||||
| 1000 CHASTAIN ROAD NW | KENNESSAW | GA | 30144 | N/A | PC | SCHOLARSHIPS | $15,000 | ||
| LBJ FOUNDATION | |||||||||
| 2313 RED RIVER ST | AUSTIN | TX | 78705 | N/A | PC | TRUST, NEWS, & DEMOCRACY: CREATING A | $25,000 | ||
| LEADERSHIP GEORGIA | |||||||||
| 3372 PEACHTREE RD NE | STE 115 | ATLANTA | GA | 30326 | N/A | PC | JANUARY 2025 PROGRAM | $1,000 | |
| MACON AIM | |||||||||
| 304 PIERCE AVE | MACON | GA | 31204 | N/A | PC | MACON AIM CASE WORKER | $87,500 | ||
| MACON AREA HABITAT FOR HUMANITY | |||||||||
| 690 HOLT AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON ARTS ALLIANCE | |||||||||
| 486 FIRST ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON GEORGIA CHERRY BLOSSOM FESTIV | |||||||||
| 794 CHERRY ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,500 | ||
| MACON POPS INC | |||||||||
| PO BOX 6295 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $10,000 | ||
| MACON POPS INC | |||||||||
| PO BOX 6295 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON VOLUNTEER CLINIC | |||||||||
| 376 ROGERS AVE | MACON | GA | 31204 | N/A | PC | BUILDING HEALTHIER FUTURES CAMPAIGN | $500,000 | ||
| MASONIC HOME OF GEORGIA | |||||||||
| 1417 NOTTINGHAM DR | MACON | GA | 31211 | N/A | PC | INDEPENDENT LIVING LAUNCH & SOCIAL S | $50,000 | ||
| MENTORS PROJECT OF BIBB COUNTY | |||||||||
| PO BOX 13750 | MACON | GA | 31208 | N/A | PC | IN HONOR OF MS. JUNE O'NEAL | $5,000 | ||
| MERCER UNIVERSITY | |||||||||
| 1400 COLEMAN AVE | MACON | GA | 31207 | N/A | PC | SCHOLARSHIPS | $58,000 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVE | MACON | GA | 31204 | N/A | PC | CAMPUS IMPROVEMENTS/MATCHING GIFT OP | $100,000 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY - HURRICANE HELENE REL | $15,000 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $2,000 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVE | MACON | GA | 31204 | N/A | PC | HOPE FOSTER CARE | $1,000 | ||
| MIDDLE GEORGIA ACCESS TO JUSTICE | |||||||||
| PO BOX 1732 | MACON | GA | 31202 | N/A | PC | EXPANDING CAPACITY TO GROW COMMUNITY | $66,000 | COUNCIL INC | |
| MIDDLE GEORGIA STATE UNIVERSITY | |||||||||
| 100 UNIVERSITY PKWY | MACON | GA | 31206 | N/A | PC | CENTER FOR MIDDLE GEORGIA STUDIES | $350,000 | FOUNDATION INC | |
| MIDDLE GEORGIA STATE UNIVERSITY | |||||||||
| 100 UNIVERSITY PKWY | MACON | GA | 31206 | N/A | PC | STUDENT EMERGENCY | $2,000 | FOUNDATION INC | |
| MIDDLE GEORGIA STATE UNIVERSITY | |||||||||
| 100 UNIVERSITY PKWY | MACON | GA | 31206 | N/A | PC | CENTER FOR MIDDLE GEORGIA STATE | $2,500 | FOUNDATION INC | |
| MIDDLE GEORGIA STATE UNIVERSITY | |||||||||
| 100 UNIVERSITY PKWY | MACON | GA | 31206 | N/A | PC | SCHOLARSHIPS | $8,750 | ||
| MONROE COUNTY VICTIM AT CARE COTTAG | |||||||||
| 36 LANGSTON AVE | FORSYTH | GA | 31029 | N/A | PC | MONROE COUNTY OFFICE'S CARE COTTAGE | $2,000 | ||
| MUSEUM OF ARTS AND SCIENCES | |||||||||
| 4182 FORSYTH RD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MUSEUM OF ARTS AND SCIENCES | |||||||||
| 4182 FORSYTH RD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MUSEUM OF ARTS AND SCIENCES | |||||||||
| 4182 FORSYTH RD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $1,000 | ||
| NATIONAL TRUST FOR LOCAL NEWS | |||||||||
| 115 SOUTH JEFFERSON ST | DUBLIN | GA | 31021 | N/A | PC | GOVERNMENT ACCOUNTABILITY REPORTER F | $95,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | LEVERAGING LOCAL CAPITAL CAMPAIGN | $600,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | 2024 INNER CITY TOUR | $10,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $5,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $2,000 | ||
| NEXT LEVEL COMMUNITY DEVELOPMENT | |||||||||
| 3268 AVONDALE MILL RD | MACON | GA | 31216 | N/A | PC | CAMP ZION | $25,000 | CENTER | |
| PHILANTHROPY ROUNDTABLE | |||||||||
| 1120 20TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | EXECUTIVE DISCRETIONARY | $2,500 | ||
| PHILANTHROPY SOUTHEAST | |||||||||
| 100 PEACHTREE ST | STE 2080 | ATLANTA | GA | 30303 | N/A | PC | GEORGIA GRANTMAKER'S ALLIANCE | $5,000 | |
| REBUILDING MACON INC | |||||||||
| 3864 LAKE ST | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $25,000 | ||
| RESCUE MISSION OF MIDDLE GEORGIA | |||||||||
| 6001 ZEBULON RD | MACON | GA | 31220 | N/A | PC | HOMES OF HOPE CAPITAL CAMPAIGN | $500,000 | ||
| STORYBOOK FARM | |||||||||
| 300 CUSSETA RD | OPELIKA | AL | 36801 | N/A | PC | DISCRETIONARY | $5,000 | ||
| STRATFORD ACADEMY | |||||||||
| 6010 PEAKE RD | MACON | GA | 31220 | N/A | PC | DISCRETIONARY | $1,000 | ||
| TAYLOR ELEMENTARY SCHOOL | |||||||||
| 2976 CRESTLINE DR | MACON | GA | 31204 | N/A | PC | SECOND GRADE SUPPLIES | $500 | ||
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | THE MACON-MERCER SYMPHONY ORCHESTRA | $60,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | MCDUFFIE CENTER FOR STRINGS | $1,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | MERCER UNIVERSITY PRESS | $5,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | WALTER F. GEORGE SCHOOL OF LAW | $3,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | STETSON-HATCHER SCHOOL OF BUSINESS | $5,000 | UNIVERSITY | |
| THE MORNING MUSIC CLUB | |||||||||
| PO BOX 28902 | MACON | GA | 31221 | N/A | PC | PRIVATE MUSIC LESSONS INITIATIVE OF | $36,000 | ||
| THE UNIVERSITY OF GEORGIA FOUNDATIO | |||||||||
| 1 PRESS PL | STE 101 | ATHENS | GA | 30601 | N/A | PC | FRANKLIN COLLEGE OF ARTS & SCIENCES | $1,500 | |
| UNITED WAY OF CENTRAL GEORGIA | |||||||||
| PO BOX 1302 | MACON | GA | 312021302 | N/A | PC | COMMUNITY SCHOOLS UNITED | $100,000 | ||
| UNITED WAY OF CENTRAL GEORGIA | |||||||||
| PO BOX 1302 | MACON | GA | 312021302 | N/A | PC | MACON RBI PROGRAM | $30,000 | ||
| UNITED WAY OF CENTRAL GEORGIA | |||||||||
| PO BOX 1302 | MACON | GA | 312021302 | N/A | PC | RBI WORLD SERIES EXPENSES | $5,000 | ||
| UNIVERSITY OF GEORGIA | |||||||||
| 394 S MILLEGE AVE | ATHENS | GA | 30602 | N/A | PC | SCHOLARSHIPS | $55,750 | ||
| VINEVILLE METHODIST CHURCH | |||||||||
| 2045 VINEVILLE AVE | MACON | GA | 31204 | N/A | PC | MORNINGSTAR SCHOLARSHIP FUND | $4,000 | ||
| VINEVILLE METHODIST CHURCH | |||||||||
| 2045 VINEVILLE AVE | MACON | GA | 31204 | N/A | PC | BAILEY SCHOLARSHIP FUND | $4,000 | ||
| VISION ATLANTA | |||||||||
| 2559 WALKERS CHAPEL RD | ROBERTA | GA | 31078 | N/A | PC | SUMMER CAMP PROGRAM FOR 2024 | $5,000 | ||
| WEALTH ASAP | |||||||||
| 4185 PINSON ST | MACON | GA | 31206 | N/A | PC | WEALTH ASAP | $31,000 | ||
| WESLEY GLEN MINISTRIES | |||||||||
| 4580 N MUMFORD RD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $5,000 | ||
| WESLEYAN COLLEGE | |||||||||
| 4760 FORSYTH RD | MACON | GA | 31210 | N/A | PC | BRINGING WESLEYAN COLLEGE INTO THE D | $150,000 | ||
| WESLEYAN COLLEGE | |||||||||
| 4760 FORSYTH RD | MACON | GA | 31210 | N/A | PC | SCHOLARSHIPS | $7,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,672,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $385,825 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,788,410 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,531 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,626,110 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,923,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,923,876 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $958 | Amt |
| Net Investment Income | $96 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $862 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BEIGE FILING CABINET - FILE ROOM | 1997-07-14 | $194 | $194 | S/L | 7.0000 | ||
| OPEN SHELF FILING SYSTEM-FILE ROOM | 1997-07-16 | $1,464 | $1,464 | S/L | 7.0000 | ||
| SIDE BOARD -SMALL CONFERENCE ROOM | 1997-09-10 | $741 | $741 | S/L | 7.0000 | ||
| (2) CHIPPENDALE CHAIRS-DISPLAY ROOM | 2000-03-23 | $435 | $435 | S/L | 7.0000 | ||
| DROP LEAF TABLE-KAREN'S OFFICE | 2000-07-28 | $398 | $398 | S/L | 7.0000 | ||
| SOFA-RECEPTION | 2002-12-23 | $423 | $423 | S/L | 7.0000 | ||
| OFFICE FURNISHINGS & EQUIPMENT | 2004-12-31 | $5,875 | $5,875 | S/L | 7.0000 | ||
| QUEEN ANNE TABLE & 6 CHAIRS-BREAKROOM | 2007-07-01 | $800 | $800 | S/L | 7.0000 | ||
| CHAIR-CHENZA OFFICE | 2007-12-17 | $348 | $348 | S/L | 7.0000 | ||
| (3) RUGS | 2008-02-01 | $2,247 | $2,247 | S/L | 7.0000 | ||
| L DESK-SCHOLARSHIP OFFICE | 2010-04-09 | $934 | $934 | S/L | 7.0000 | ||
| LATERAL FILE 4 DRAWER-CHARLA OFFICE | 2010-04-09 | $749 | $749 | S/L | 7.0000 | ||
| (2) GUEST CHAIRS-SCHOLARSHIP OFFICE | 2010-09-02 | $704 | $704 | S/L | 7.0000 | ||
| ROUND TABLE-SCHOLARSHIP OFFICE | 2010-11-02 | $135 | $135 | S/L | 7.0000 | ||
| FILE CABINET 4 DRAWER-SCHOLARSHIP OFFICE | 2012-01-05 | $587 | $587 | S/L | 7.0000 | ||
| SHREDDER | 2012-10-01 | $1,378 | $1,378 | S/L | 7.0000 | ||
| (2) PORTABLE DESKS | 2013-08-09 | $359 | $359 | S/L | 7.0000 | ||
| SHELVING-BASEMENT | 2014-03-12 | $993 | $993 | S/L | 7.0000 | ||
| FLAT BED CART | 2014-03-20 | $80 | $80 | S/L | 7.0000 | ||
| WORKCENTRE 7835 COPIER | 2015-01-12 | $11,401 | $11,401 | S/L | 5.0000 | ||
| MOBILE BEVERAGE CART | 2015-02-19 | $389 | $389 | S/L | 7.0000 | ||
| GRANT MAKING SOFTWARE | 2018-01-16 | $23,565 | $23,565 | S/L | 5.0000 | ||
| FINANCIAL EDGE-BLACKBAUD | 2018-08-21 | $13,788 | $13,788 | S/L | 5.0000 | ||
| (2) MONITORS-GAIL | 2018-09-18 | $511 | $511 | S/L | 5.0000 | ||
| (7) DIGIUM SWITCHVOX D65 PHONES | 2019-05-24 | $6,588 | $6,039 | S/L | 5.0000 | $549 | $55 |
| WIRELESS & ACCESS POINTS | 2019-05-24 | $1,134 | $1,039 | S/L | 5.0000 | $95 | $10 |
| MICROSOFT SURFACE PRO - KAREN'S | 2020-08-06 | $3,980 | $2,720 | S/L | 5.0000 | $796 | $80 |
| HP PROBOOK - CHENZA'S | 2020-08-06 | $2,605 | $1,780 | S/L | 5.0000 | $521 | $52 |
| HP COLOR LJ PRO COPIER-KAREN OFFICE | 2021-03-31 | $481 | $265 | S/L | 5.0000 | $96 | $10 |
| HP COLOR LJ PRO MFP COPIER-KAREN HOME | 2021-11-04 | $523 | $227 | S/L | 5.0000 | $104 | $10 |
| DELL OPTIPLEX 3080 DESKTOP COMPUTER-KAREN HOM | 2021-12-06 | $1,583 | $660 | S/L | 5.0000 | $316 | $32 |
| POWER EDGE T340 SERVER | 2022-06-14 | $11,548 | $3,657 | S/L | 5.0000 | $2,309 | $231 |
| HP PROBOOK 450 G9 LAPTOP (CHARLA) | 2022-09-14 | $2,302 | $614 | S/L | 5.0000 | $460 | $46 |
| HP LASERJET PRO M083FDW-GAIL OFFICE | 2023-05-25 | $558 | $65 | S/L | 5.0000 | $112 | $11 |
| HP LASERJET PRO M083FDW-CHARLA OFFICE | 2023-05-25 | $558 | $65 | S/L | 5.0000 | $112 | $11 |
| HP LASERJET PRO M083FDW PRINTER-CHENZA OFFICE | 2023-05-25 | $558 | $65 | S/L | 5.0000 | $112 | $11 |
| SURFACE LAPTOP-GAIL | 2023-11-25 | $2,696 | $45 | S/L | 5.0000 | $539 | $54 |
| 30 INCH WARMING DRAWER | 2024-11-01 | $70 | $7 | ||||
| COUNTERTOP MICROWAVE 1200 WATT | 2024-11-01 | $11 | $1 | ||||
| SMART FRENCH DOOR REFRIGERATOR | 2024-11-01 | $37 | $4 | ||||
| QUADWASH FRONT CONTROL 24 INCH DISHWASHER | 2024-11-01 | $22 | $2 | ||||
| CALPHALON COUNTERTOP AIR FRYER OVEN | 2024-11-01 | $8 | $1 | ||||
| VIBE CONFERENCE SYSTEM | 2024-11-01 | $392 | $39 | ||||
| WAYFAIR CHIASSON ETAGERE BOOKCASE | 2024-11-01 | $11 | $1 | ||||
| COCKTAIL TABLE FOR RECEPTION AREA | 2024-11-01 | $28 | $3 | ||||
| SAVOY HOUSE LIGHTING-SMALL CONFERENCE ROOM | 2024-11-01 | $18 | $2 | ||||
| RING DOORBELL | 2024-11-01 | $5 | |||||
| (2) SAMSUNG TVS | 2024-11-01 | $62 | $6 | ||||
| CLOCK RESTORATION | 2024-11-01 | $69 | $7 | ||||
| GLASS TABLE TOP-SMALL CONFERENCE ROOM | 2024-11-01 | $16 | $2 | ||||
| LEASEHOLD IMPROVEMENTS | 2024-11-01 | $551 | $55 | ||||
| OFFICE FURNISHINGS | 2024-11-01 | $2,414 | $241 | ||||
| MAIL BOSS WALL MOUNT MAILBOX | 2024-11-01 | $1 | |||||
| FERGUSON HOT WATER DISPENSER | 2024-11-01 | $31 | $3 | ||||
| FILE ROOM TABLE | 2024-11-01 | $7 | |||||
| ARTWORK AND FRAMING | 2024-11-01 | $90 | $9 | ||||
| LAMP SHADES | 2024-11-01 | $6 | |||||
| DRAPERY PANELS | 2024-11-01 | $646 | $65 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | OFFICE FURNISHINGS & EQUIPMENT | AssetDesc |
| Acquired | 2004-12 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2024-10 | SoldDt |
| Basis | $5,875 | BasisAmt |
| Accumulated Depreciation | $5,875 | AccumulatedDepreciationAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | TRUIST | BondNm |
| EOY Book Value | $4,799,456 | EOYBookValueAmt |
| EOYFMV | $4,751,185 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB | StockNm |
| EOY Book Value | $44,243,103 | EOYBookValueAmt |
| EOYFMV | $81,475,652 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,552,279 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,523,734 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS & RE INVESTMENT TRUSTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,913,085 | BookValueAmt |
| EOYFMV | $24,140,032 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE, FIXTURES, EQUIPMENT | $317,261 | $89,928 | $227,333 | $227,333 |
| RENOVATIONS | ||||
| LEASEHOLD IMPROVEMENTS | $132,278 | $551 | $131,727 | $131,727 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,675 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,675 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAINTINGS - PENLEY | Desc |
| BOY Book Value | $50,000 | BOYBookValueAmt |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $269,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $490 | $490 | |
| COMMUNICATIONS | $23,518 | $23,518 | |
| EQUIPMENT MAINTENANCE AND SUP | $34,554 | $31,099 | $3,455 |
| INTERNET, TELEPHONE, CABLE | $10,554 | $9,499 | $1,055 |
| OFFICE SUPPLIES AND EXPENSE | $9,178 | $8,260 | $918 |
| SCHOLARSHIP EXPENSE | $16,572 | $16,572 | |
| SUBSCRIPTIONS, DUES, INSURANC | $47,977 | $43,179 | $4,798 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INT/FEES-MISSION RELATED LOAN | Desc |
| Revenue And Expenses Per Books | $123,531 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $123,531 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $2,696 | BOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (4 entries)
| Balance DueBalanceDueAmt |
|---|
| 455 THIRD LLC |
| $604,201 |
| 461 THIRD LLC |
| $1,575,500 |
| 544 MULBERRY LLC |
| $1,140,327 |
| BRANSON PROPERTY |
| $1,000,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MONEY MANAGER SERVICES | $745,110 | $745,110 | |
| OTHER PROFESSIONAL FEES | $21,720 | $689 | $21,031 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES AND OTHER | $36,728 | $10,883 | $25,845 |
| EXCISE TAXES | $79,950 |