MORRIS FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS FAMILY CHARITABLE FOUNDATION INC (EIN 45-2556830)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202223139349100422
- Schema version
- 2021v4.0
- 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 Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T12:11:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581941470 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLAND BROMLEY BARNHILL & BRETT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 STEPHENSON AVE STE 200 | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452556830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 9125987882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 SKIDAWAY ISLAND PARK RD APT 12 | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31411 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G RONALD MORRIS | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 9125987882 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | G RONALD | PersonFirstNm |
| Person Last | MORRIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S STEWART BROMLEY | PreparerPersonNm |
| PTIN | P00336389 | PTIN |
| Phone | 9122353410 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $861,814 | 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 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $10,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,495 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,495 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,608 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $470,051 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,608 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $18,913 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $118,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,104 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,409 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $88 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $53 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,499 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,499 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,507 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,507 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $775 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $140 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $800 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $311 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,199 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,035 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,199 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,235 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,905 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,409 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $890 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $890 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $491,733 | CorporateStockBOYAmt |
| Corporate Stock EOY | $562,599 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $860,924 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $493,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $563,489 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $861,814 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $493,565 | RetainedEarningBOYAmt |
| Retained Earning EOY | $563,489 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $493,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $563,489 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $493,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $563,489 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $493,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,924 | ExcessRevenueOverExpensesAmt |
| Subtotal | $563,489 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $563,489 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2019-07-01 | 2021-07-01 | $283,703 | $195,021 | $88,682 | $88,682 |
| PUBLICLY TRADED SECURITIES | P | 2021-02-01 | 2021-07-01 | $186,335 | $167,422 | $18,913 | $18,913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,608 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,913 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,555 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,555 | SubtotalAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $1,571 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | G RONALD MORRIS | IndividualWithBooksNm |
| Phone | 9125987882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 SKIDAWAY ISLAND PARK ROAD | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31411 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| G RONALD MORRIS | ||||||||
| 95 SKIDAWAY ISLAND PARK ROAD | SAVANNAH | GA | 31411 | PRESIDENT/TR | 2.00 | $0 | $0 | $0 |
| MARGARET H MORRIS | ||||||||
| 95 SKIDAWAY ISLAND PARK ROAD | SAVANNAH | GA | 31411 | VP/SECRETARY | 2.00 | $0 | $0 | $0 |
| 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 | $782,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,277 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $789,986 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $789,986 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $778,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,907 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,907 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,555 | TotalTaxAmt |
| Distributable Before Adj | $37,352 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,352 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,352 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,235 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,235 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,352 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,255 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,565 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,317 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,085 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,010 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,235 | QualifyingDistributionsAmt |
| Applied To Current Year | $37,352 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,883 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,115 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,255 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,860 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,565 | ExcessFromYear4Amt |
| Excess From Year3 | $3,317 | ExcessFromYear3Amt |
| Excess From Year2 | $6,085 | ExcessFromYear2Amt |
| Excess From Year1 | $8,010 | ExcessFromYear1Amt |
| Excess From Current Year | $2,883 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | G RONALD MORRIS | ContributingManagerNm |
| Contributing Manager | MARGARET H MORRIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JUDICIAL WATCH | ||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 20024 | EXEMPT | FINANCIAL SUPPORT | $1,000 |
| SALVATION ARMY | ||||||
| 3100 MONTGOMERY STREET | SAVANNAH | GA | 31405 | EXEMPT | FINANCIAL SUPPORT | $7,000 |
| HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | EXEMPT | FINANCIAL SUPPORT | $1,000 |
| YOUNG AMERICA'S FOUNDATION | ||||||
| 11480 COMMERCE PARK DRIVE | RESTON | VA | 20191 | EXEMPT | FINANCIAL SUPPORT | $1,000 |
| AMERICA'S SECOND HARVEST | ||||||
| 2501 E PRESIDENTS STREET | SAVANNAH | GA | 31404 | EXEMPT | FINANCIAL SUPPORT | $4,000 |
| VOICE EXPERIENCE FOUNDATION | ||||||
| P O BOX 1576 | PALM HARBOR | FL | 34682 | EXEMPT | FINACIAL SUPPORT | $1,000 |
| SAVANNAH PHILHARMONIC | ||||||
| 1515 ABERCORN STREET | SAVANNAH | GA | 31401 | EXEMPT | FINANCIAL SUPPORT | $7,500 |
| SAFE SHELTER | ||||||
| P O BOX 61119 | SAVANNAH | GA | 31420 | EXEMPT | FINANCIAL SUPPORT | $200 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 1305 WEST GREEN STREET | URBANA | IL | 61801 | EXEMPT | FINANCIAL SUPPORT | $2,500 |
| CHATHAM TRANSITIONAL MINISTRIES | ||||||
| 1050 CARL GRIFFIN DRIVE | SAVANNAH | GA | 31405 | EXEMPT | FINANCIAL SUPPORT | $1,000 |
| BILLY GRAHAM EVANGELICAL ASSOC | ||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | EXEMPT | FINANCIAL SUPPORT | $1,000 |
| WINSHIP CANCER INSTITUTE | ||||||
| 1365 CLIFTON ROAD | ATLANTA | GA | 30322 | EXEMPT | FINANCIAL SUPPORT | $1,000 |
| THE LEADERSHIP INSTITUTE | ||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | EXEMPT | FINANCIAL SUPPORT | $2,000 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | EXEMPT | FINANCIAL SUPPORT | $1,500 |
| INSTITUTE FOR HUMAN STUDIES | ||||||
| 3434 WASHINGTON BLVD | ARLINGTON | VA | 22201 | EXEMPT | FINANCIAL SUPPORT | $1,000 |
| UNION MISSION | ||||||
| 120 FAHM STREET | SAVANNAH | GA | 31401 | EXEMPT | FINANCIAL SUPPORT | $500 |
| ST JOSEPH'SCANDLER FOUNDATION | ||||||
| 5356 REYNOLDS STREET | SAVANNAH | GA | 31405 | EXEMPT | FINANCIAL SUPPORT | $1,000 |
| KIWANIS CLUB FOUNDATION | ||||||
| 3636 WOODVIEW TRACE | INDIANAPOLIS | IN | 46268 | EXEMPT | FINANCIAL SUPPORT | $1,000 |
| SAVANNAH VOICE FESTIVAL | ||||||
| P O BOX 2045 | SAVANNAH | GA | 31402 | EXEMPT | FINANCIAL SUPPORT | $2,000 |
| SPECIAL OLYMPICS GEORGIA | ||||||
| 6046 FINANCIAL DRIVE | NORCROSS | GA | 30071 | EXEMPT | FINANCIAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,608 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,104 | 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 | $2,499 | Amt |
| Net Investment Income | $1,499 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $562,599 | EOYBookValueAmt |
| EOYFMV | $860,924 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $88 | LegalFeesAmt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MISCELLANEOUS | $311 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY | CategoryTxt |
| Amt | $4,507 | Amt |
| Net Investment Income | $4,507 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD/ADR FEES | $140 | $140 |
| FEDERAL EXCISE TAX | $635 |