THE PEYTON ANDERSON FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE PEYTON ANDERSON FOUNDATION INC (EIN 58-1803562)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202101329349102670
- Schema version
- 2020v4.0
- 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 | 2021-05-12T15:09:43-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | LAMBERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGIA G SLAGLE | PreparerPersonNm |
| PTIN | P00083775 | PTIN |
| Phone | 4787425317 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $118,896,158 | 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 | $401,615 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $401,615 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,283,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,283,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,861,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,025,460 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,861,899 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $70,017 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $70,017 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,616,317 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,616,826 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $283,670 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $49,072 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $234,598 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $231,100 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $82,960 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $148,140 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $97,125 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $28,250 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $68,875 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,264 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,264 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,868 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $487 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,381 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $656,817 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $615,953 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,864 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $240,683 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,181 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,564 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,265 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,427 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $52,839 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,284 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $47,555 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,952 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,675 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,277 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,500 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $750 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6,750 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $141,489 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,168 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125,321 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,739,572 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $818,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $704,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,590,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,590,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,329,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $818,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,294,839 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,286,495 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,798,619 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,355,174 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,519,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,519,300 | 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 | $2,356,105 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,719,805 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,356,105 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,356,105 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $5,332,043 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,443,616 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,774,569 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $55,546,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,708,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $98,373,017 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,818,758 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,212,126 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,658,039 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $548,931 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $386,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $692,989 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $146,278 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,041 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $41,423 | LandBOYAmt |
| Land EOY | $33,237 | LandEOYAmt |
| Land EOYFMV | $33,237 | LandEOYFMVAmt |
| Other Assets BOY | $961,349 | OtherAssetsBOYAmt |
| Other Assets EOY | $50,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $269,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $77,413,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,798,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $118,896,158 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $98,784 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $98,784 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $77,413,404 | RetainedEarningBOYAmt |
| Retained Earning EOY | $78,699,899 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,413,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,699,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,413,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,798,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,413,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,286,495 | ExcessRevenueOverExpensesAmt |
| Subtotal | $78,699,899 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $78,699,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| VARIOUS MARKETABLE SECURITIES | P | $34,501,741 | $30,252,212 | $4,249,529 | $4,249,529 | ||
| SALE OF REAL ESTATE - BOND SWAMP | P | $1,684,000 | $911,349 | $772,651 | $772,651 | 2013-12-20 | 2020-03-27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,861,899 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $94,501 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $94,501 | SubtotalAmt |
| Tax Based On Investment Income | $94,501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $154,603 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $154,603 | TotalPaymentsAndCreditsAmt |
| Overpayment | $60,102 | OverpaymentAmt |
| Applied To ES Tax | $60,102 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 | $19,155 | $0 | $0 |
| KATHRYN H DENNIS | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $19,155 | $0 | $0 |
| R KIRBY GODSEY | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $19,155 | $0 | $0 |
| ED SELL III | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $19,155 | $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 | $207,050 | $44,750 | $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 | $231,100 | CompensationAmt |
| Employee Benefits | $52,375 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BARON CAPITAL MANAGEMENT INC | |||||
| 767 FIFTH AVENUE 49TH FLOOR | NEW YORK | NY | 10153 | INVESTMENT MGR | $190,653 |
| SNYDER CAPITAL MANAGEMENT LP | |||||
| 101 MISSION STREET SUITE 1400 | SAN FRANCISCO | CA | 94105 | INVESTMENT MGR | $178,125 |
| H S MANAGEMENT PARTNERS LLC | |||||
| 640 FIFTH AVENUE 18TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT MGR | $170,417 |
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 | $99,308,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,353,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $371,793 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,034,057 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $101,034,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,515,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,518,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,975,927 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,975,927 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $94,501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $94,501 | TotalTaxAmt |
| Distributable Before Adj | $4,881,426 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,881,426 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,881,426 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,294,839 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $5,927 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,300,766 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,300,766 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,881,426 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $460,304 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $939,955 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $726,777 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $757,649 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $766,442 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,651,127 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,300,766 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,881,426 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $419,340 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,070,467 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $460,304 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,610,163 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $939,955 | ExcessFromYear4Amt |
| Excess From Year3 | $726,777 | ExcessFromYear3Amt |
| Excess From Year2 | $757,649 | ExcessFromYear2Amt |
| Excess From Year1 | $766,442 | ExcessFromYear1Amt |
| Excess From Current Year | $419,340 | ExcessFromCurrentYearAmt |
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 AUGUST 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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF CENTRAL GEORG | |||||||||
| 6080 LAKESIDE COMMONS DR | SUITE B | MACON | GA | 31210 | N/A | PC | GEORGIA BIOMEDICAL CAPITAL CAMPAIGN | $50,000 | |
| BOOK EM | |||||||||
| 2970 NORTH HILLANDALE CIR | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,000 | ||
| CAMPUS CLUBS | |||||||||
| 2193 VINEVILLE AVENUE | BUILDING B | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $2,500 | |
| CAMPUS CLUBS | |||||||||
| 2193 VINEVILLE AVENUE | BUILDING B | MACON | GA | 31204 | N/A | PC | PLAY FOR A PURPOSE: CREATING PLACES | $24,000 | |
| CENTRAL GEORGIA TECHNICAL COLLEGE | |||||||||
| 3300 MACON TECH DRIVE | MACON | GA | 31206 | N/A | PC | SCHOLARSHIP | $3,000 | ||
| CENTRAL GEORGIA TECHNICAL COLLEGE | |||||||||
| 3300 MACON TECH DRIVE | BLD A ROOM 413 | MACON | GA | 31206 | N/A | PC | EXPANSION OF THE AVIATION MAINTENANC | $250,000 | FOUNDATION |
| CENTRAL GEORGIA TECHNICAL COLLEGE | |||||||||
| 3300 MACON TECH DRIVE | BLD A ROOM 413 | MACON | GA | 31206 | N/A | PC | DISCRETIONARY | $1,000 | FOUNDATION |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY STREET | SUITE 1600 | MACON | GA | 31201 | N/A | PC | DOWNTOWN CHALLENGE 2.0 | $375,000 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY STREET | SUITE 1600 | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $5,000 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY STREET | SUITE 1600 | MACON | GA | 31201 | N/A | PC | SHIELD CLUB | $1,000 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY STREET | SUITE 1600 | MACON | GA | 31201 | N/A | PC | CENTRAL GEORGIA COVID-19 RESPONSE & | $500,000 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY STREET | SUITE 1600 | MACON | GA | 31201 | N/A | PC | THE REBRANDING PROJECT | $2,500 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY STREET | SUITE 1600 | MACON | GA | 31201 | N/A | PC | MACON-BIBB FORWARD TRANSITION TEAM | $15,000 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY STREET | SUITE 1600 | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | GEORGIA INC |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY STREET | SUITE 1600 | MACON | GA | 31201 | N/A | PC | THE SHIELD CLUB | $1,000 | GEORGIA INC |
| COMMUNITY PARTNERSHIP | |||||||||
| PO BOX 4282 | MACON | GA | 31208 | N/A | PC | SALARY FOR CARE COORDINATOR POSITION | $25,000 | ||
| CROSSROADS COUNSELING CENTER | |||||||||
| 144 PIERCE AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,000 | ||
| EMORY UNIVERSITY | |||||||||
| 1440 CLIFTON ROAD | SUITE 170 | ATLANTA | GA | 30322 | N/A | PC | ADDICTION ALLIANCE OF GEORGIA | $100,000 | EMORY SCHOOL OF MEDICINE |
| FAMILY ADVANCEMENT MINISTRIES | |||||||||
| 538 ORANGE STREET | MACON | GA | 31201 | N/A | PC | EXECUTIVE DISCRETIONARY | $15,000 | ||
| FIRST CHOICE PRIMARY CARE | |||||||||
| PO BOX 4363 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $1,000 | ||
| FIRST PRESBYTERIAN DAY SCHOOL | |||||||||
| 5671 CALVIN DRIVE | MACON | GA | 31210 | N/A | PC | DISCRETIONARY - CHARLA | $1,000 | ||
| FORT VALLEY STATE UNIVERSITY | |||||||||
| 1005 STATE UNIVERSITY DRI | FORT VALLEY | GA | 31030 | N/A | PC | SCHOLARSHIP | $2,500 | ||
| GEORGIA COLLEGE AND STATE | |||||||||
| 231 W HANCOCK STREET | MILLEDGEVILLE | GA | 31061 | N/A | PC | SCHOLARSHIP | $17,250 | UNIVERSITY | |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||||
| 225 NORTH AVENUE | ATLANTA | GA | 30332 | N/A | PC | SCHOLARSHIP | $44,500 | ||
| GEORGIA PRESS EDUCATIONAL | |||||||||
| 3066 MERCER UNIVERSITY DR | SUITE 200 | ATLANTA | GA | 30341 | N/A | PC | CAPITAL BEAT NEWS SERVICE BUREAU | $25,000 | FOUNDATION |
| GEORGIA RESEARCH ALLIANCE | |||||||||
| 191 PEACHTREE STREET NE | SUITE 849 | ATLANTA | GA | 30303 | N/A | PC | GRA OPERATING SUPPORT 2020 | $25,000 | |
| GEORGIA SOUTHERN UNIVERSITY | |||||||||
| 13332 SOUTHERN DRIVE | STATESBORO | GA | 30458 | N/A | PC | SCHOLARSHIP | $31,750 | ||
| GEORGIA SPORTS HALL OF FAME | |||||||||
| 301 CHERRY STREET | MACON | GA | 31201 | N/A | PC | PREPARING THE GEORGIA SPORTS HALL OF | $200,000 | ||
| GEORGIA STATE UNIVERSITY | |||||||||
| 33 GILMER STREET SE | ATLANTA | GA | 30303 | N/A | PC | SCHOLARSHIP | $21,000 | ||
| GEORGIA TRUST FOR HISTORIC | |||||||||
| 934 GEORGIA AVENUE | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $800 | PRESERVATION - HAY HOUSE | |
| GOODWILL INDUSTRIES OF MIDDLE | |||||||||
| 5171 EISENHOWER PARKWAY | MACON | GA | 31206 | N/A | PC | A HAND UP CAMPAIGN | $200,000 | GEORGIA | |
| GOODWILL INDUSTRIES OF MIDDLE | |||||||||
| 5171 EISENHOWER PARKWAY | MACON | GA | 31206 | N/A | PC | DISCRETIONARY | $5,000 | GEORGIA | |
| GRAND OPERA HOUSE | |||||||||
| 651 MULBERRY STREET | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | ||
| GREATER MACON CHAMBER OF COMMERCE | |||||||||
| 305 COLISEUM DRIVE | MACON | GA | 31298 | N/A | PC | DISCRETIONARY | $1,000 | ||
| HISTORIC MACON | |||||||||
| 338 POPLAR STREET | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | ||
| HISTORIC MACON | |||||||||
| 338 POPLAR STREET | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | ||
| HISTORIC MACON | |||||||||
| 338 POPLAR STREET | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $2,500 | ||
| HOLY COMFORTER EPISCOPAL SCHOOL | |||||||||
| 2001 FLEISCHMANN ROAD | TALLAHASSEE | FL | 32308 | N/A | PC | CRUSADER FUND | $2,500 | ||
| KENNESAW STATE UNIVERSITY | |||||||||
| 1000 CHASTAIN ROAD | KENNESAW | GA | 30144 | N/A | PC | SCHOLARSHIP | $21,500 | ||
| LEARN & EARN BIKE SHOP INC | |||||||||
| PO BOX 7801 | MACON | GA | 31209 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON AREA HABITAT FOR HUMANITY | |||||||||
| 690 HOLT AVENUE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON ARTS ALLIANCE | |||||||||
| PO BOX 972 | MACON | GA | 31202 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON ARTS ALLIANCE | |||||||||
| PO BOX 972 | MACON | GA | 31202 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON GEORGIA CHERRY BLOSSOM | |||||||||
| 794 CHERRY STREET | MACON | GA | 31201 | N/A | PC | 2021 CHERRY BLOSSOM FESTIVAL | $100,000 | FESTIVAL | |
| MACON OUTREACH AT MULBERRY | |||||||||
| P O BOX 149 | 267 FIRST STREET | MACON | GA | 31202 | N/A | PC | DISCRETIONARY | $7,000 | |
| MACON OUTREACH AT MULBERRY | |||||||||
| P O BOX 149 | 267 FIRST STREET | MACON | GA | 31202 | N/A | PC | DISCRETIONARY | $1,000 | |
| MACON OUTREACH AT MULBERRY | |||||||||
| P O BOX 149 | 267 FIRST STREET | MACON | GA | 31202 | N/A | PC | DISCRETIONARY | $2,000 | |
| 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 | DISCRETIONARY | $1,000 | ||
| MACON VOLUNTEER CLINIC | |||||||||
| 376 ROGERS AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,500 | ||
| CORPORATION OF MERCER UNIVERSITY | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | SCHOLARSHIP | $32,000 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVENUE | MACON | GA | 31204 | N/A | PC | HOPE FOSTER CARE | $1,000 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVENUE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,000 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVENUE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $2,500 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVENUE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $5,000 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVENUE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,200 | ||
| MIDDLE GEORGIA ACCESS TO JUSTICE | |||||||||
| 598 D T WALTON SR WAY | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $2,500 | COUNCIL INC | |
| MIDDLE GEORGIA ACCESS TO JUSTICE | |||||||||
| 598 D T WALTON SR WAY | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | COUNCIL INC | |
| MIDDLE GEORGIA STATE UNIVERSITY | |||||||||
| 100 UNIVERSITY PARKWAY | MACON | GA | 31206 | N/A | PC | SCHOLARSHIP | $10,000 | ||
| MOTIVATING YOUTH FOUNDATION | |||||||||
| 905 MAIN STREET | MACON | GA | 31217 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MOTIVATING YOUTH FOUNDATION | |||||||||
| 905 MAIN STREET | MACON | GA | 31217 | N/A | PC | ADULT READINESS PROGRAM | $25,000 | ||
| MUSEUM OF ARTS AND SCIENCES | |||||||||
| 4182 FORSYTH ROAD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MUSEUM OF ARTS AND SCIENCES | |||||||||
| 4182 FORSYTH ROAD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MUSEUM OF ARTS AND SCIENCES | |||||||||
| 4182 FORSYTH ROAD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $5,000 | ||
| MUSEUM OF ARTS AND SCIENCES | |||||||||
| 4182 FORSYTH ROAD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MUSEUM OF AVIATION | |||||||||
| 1942 HERITAGE BLVD | WARNER ROBINS | GA | 31088 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MUSEUM OF AVIATION | |||||||||
| 1942 HERITAGE BLVD | WARNER ROBINS | GA | 31088 | N/A | PC | MIDDLE GEORGIA STEM EDUCATION | $20,000 | ||
| NAVICENT HEALTH FOUNDATION | |||||||||
| 777 HEMLOCK ST | MSC 78 | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | |
| NAVICENT HEALTH FOUNDATION | |||||||||
| 777 HEMLOCK ST | MSC 78 | MACON | GA | 31201 | N/A | PC | BEVERLY OLSON CHILDREN'S HOSPITAL | $750,000 | |
| NAVICENT HEALTH FOUNDATION | |||||||||
| 777 HEMLOCK ST | MSC 78 | MACON | GA | 31201 | N/A | PC | BEVERLY OLSON CHILDREN'S HOSPITAL | $1,000 | |
| NAVICENT HEALTH FOUNDATION | |||||||||
| 777 HEMLOCK ST | MSC 78 | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | |
| NAVICENT HEALTH FOUNDATION | |||||||||
| 777 HEMLOCK ST | MSC 78 | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | |
| NEWTOWN MACON | |||||||||
| 555 POPLAR STREET | MACON | GA | 31201 | N/A | PC | POPLAR STREET MEDIAN PARK REDESIGN | $25,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR STREET | MACON | GA | 31201 | N/A | PC | BUILDING ON PROGRESS CAMPAIGN | $500,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR STREET | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $2,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR STREET | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR STREET | MACON | GA | 31201 | N/A | PC | DISCRETIONARY - GAIL | $1,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR STREET | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $5,000 | ||
| NUTCRACKER OF MIDDLE GEORGIA | |||||||||
| PO BOX 5334 | MACON | GA | 312085334 | N/A | PC | NUTCRACKER OF MIDDLE GEORGIA STUDIO | $25,000 | ||
| REBUILDING MACON INC | |||||||||
| 3864 LAKE STREET | MACON | GA | 31204 | N/A | PC | VILLAGE GREEN | $20,000 | ||
| ROTARY CLUB OF MACON | |||||||||
| PO BOX 4652 | MACON | GA | 31208 | N/A | PC | CART FUND | $1,000 | ||
| ST JUDE CHILDREN'S RESEARCH HOSPIT | |||||||||
| 262 DANNY THOMAS PLACE | MAIL STOP 761 | MEMPHIS | TN | 38105 | N/A | PC | DISCRETIONARY | $2,000 | |
| STORYBOOK FARM | |||||||||
| 300 CUSSETA ROAD | OPELIKA | AL | 36801 | N/A | PC | DISCRETIONARY | $5,000 | ||
| STORYBOOK FARM | |||||||||
| 300 CUSSETA ROAD | OPELIKA | AL | 36801 | N/A | PC | REPLACEMENT CHECK FOR DR. R. REID HA | $5,000 | ||
| STRATFORD ACADEMY | |||||||||
| 6010 PEAKE ROAD | MACON | GA | 31220 | N/A | PC | DISCRETIONARY | $2,500 | ||
| STRATFORD ACADEMY | |||||||||
| 6010 PEAKE ROAD | MACON | GA | 31220 | N/A | PC | DISCRETIONARY | $1,000 | ||
| CORPORATION OF MERCER UNIVERSITY | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | MCDUFFIE CENTER FOR STRINGS | $1,000 | ||
| CORPORATION OF MERCER UNIVERSITY | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | CAPRICORN | $500,000 | ||
| CORPORATION OF MERCER UNIVERSITY | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | DEAN'S ENDOWMENT FUND | $5,000 | ||
| CORPORATION OF MERCER UNIVERSITY | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | SCHOOL OF BUSINESS - FINANCE ENHANCE | $2,500 | ||
| THE UNIVERSITY OF GEORGIA | |||||||||
| 394 SOUTH MILLEDGE AVENUE | ATHENS | GA | 30602 | N/A | PC | DEAN OF STUDENT'S DISCRETIONARY FUND | $2,500 | FOUNDATION | |
| UNITED WAY OF CENTRAL GEORGIA | |||||||||
| PO BOX 1302 | MACON | GA | 312021302 | N/A | PC | DISCRETIONARY | $1,000 | ||
| UNITED WAY OF CENTRAL GEORGIA | |||||||||
| PO BOX 1302 | MACON | GA | 312021302 | N/A | PC | PEYTON ANDERSON COMMUNITY SERVICES C | $270,000 | ||
| UNITED WAY OF CENTRAL GEORGIA | |||||||||
| PO BOX 1302 | MACON | GA | 312021302 | N/A | PC | READ UNITED | $150,000 | ||
| UNITED WAY OF CENTRAL GEORGIA | |||||||||
| PO BOX 1302 | MACON | GA | 312021302 | N/A | PC | DISCRETIONARY | $2,000 | ||
| UNIVERSITY OF GEORGIA | |||||||||
| 101 HERTY DRIVE | ATHENS | GA | 30602 | N/A | PC | SCHOLARSHIP | $87,000 | ||
| WESLEYAN COLLEGE | |||||||||
| 4760 FORSYTH ROAD | MACON | GA | 31210 | N/A | PC | SCHOLARSHIP | $2,750 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,590,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $401,615 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,283,295 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,861,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,616,317 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,616,317 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $4,868 | Amt |
| Net Investment Income | $487 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,381 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (69 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE FURNISHINGS | 1989-04-28 | $2,650 | $2,650 | S/L | 7.0000 | ||
| OFFICE FURNISHINGS | 1989-08-31 | $18,811 | $18,811 | S/L | 7.0000 | ||
| OFFICE FURNISHINGS | 1997-08-01 | $7,636 | $7,636 | S/L | 7.0000 | ||
| BRASS PUSH-BUTTON LOCK | 1997-08-26 | $350 | $350 | S/L | 7.0000 | ||
| END-TAB FILING CABINET | 1997-07-14 | $194 | $194 | S/L | 7.0000 | ||
| OPEN SHELF FILING SYSTEM | 1997-07-16 | $1,464 | $1,464 | S/L | 7.0000 | ||
| SIDE BOARD -LARGE CONFERENCE ROOM | 1997-09-10 | $741 | $741 | S/L | 7.0000 | ||
| PICTURES | 1998-12-17 | $381 | $381 | S/L | 7.0000 | ||
| (2) CHIPPENDALE CHAIRS-KAREN'S OFFICE | 2000-03-23 | $435 | $435 | S/L | 7.0000 | ||
| DROP LEAF TABLE-KAREN'S OFFICE | 2000-07-28 | $398 | $398 | S/L | 7.0000 | ||
| ROLLING STEP STOOL | 2000-08-21 | $79 | $79 | S/L | 7.0000 | ||
| DESK WITH HUTCH-KAREN'S OFFICE | 2001-01-19 | $1,585 | $1,585 | S/L | 7.0000 | ||
| OFFICE PICTURES | 2001-09-28 | $704 | $704 | S/L | 7.0000 | ||
| SOFA-RECEPTION | 2002-12-23 | $423 | $423 | S/L | 7.0000 | ||
| OFFICE FURNISHINGS | 2003-12-31 | $6,096 | $6,096 | S/L | 7.0000 | ||
| OFFICE FURNISHINGS & EQUIPMENT | 2004-12-31 | $5,875 | $5,875 | S/L | 7.0000 | ||
| REFRIGERATOR | 2007-03-19 | $622 | $622 | S/L | 7.0000 | ||
| QUEEN ANNE TABLE & 6 CHAIRS-SM CONF ROOM | 2007-07-01 | $800 | $800 | S/L | 7.0000 | ||
| ART WORK | 2007-08-01 | $294 | $294 | S/L | 7.0000 | ||
| BOOKCASE-KAREN'S OFFICE | 2007-09-17 | $112 | $112 | S/L | 7.0000 | ||
| CHAIR-RECEPTION OFFICE | 2007-12-17 | $348 | $348 | S/L | 7.0000 | ||
| DOOR ALARM | 2008-01-24 | $343 | $343 | S/L | 7.0000 | ||
| (3) RUGS | 2008-02-01 | $2,247 | $2,247 | S/L | 7.0000 | ||
| CROSS-CUT SHREDDER | 2009-05-01 | $74 | $74 | S/L | 7.0000 | ||
| HP LASER PRINTER-KAREN'S OFFICE CP352 | 2010-01-11 | $1,677 | $1,677 | S/L | 5.0000 | ||
| TV & DISC PLAYER-LARGE CONFERENCE ROOM | 2010-03-11 | $3,423 | $3,423 | S/L | 7.0000 | ||
| PAPER TRAY-KAREN'S OFFICE | 2010-03-26 | $365 | $365 | S/L | 5.0000 | ||
| L DESK-SCHOLARSHIP OFFICE | 2010-04-09 | $934 | $934 | S/L | 7.0000 | ||
| KEY BOARD TRAY-SCHOLARSHIP OFFICE | 2010-04-09 | $39 | $39 | S/L | 7.0000 | ||
| CHAIR-SCHOLARSHIP OFFICE | 2010-04-09 | $149 | $149 | S/L | 7.0000 | ||
| LATERAL FILE 4 DRAWER-JUANITA'S OFFICE | 2010-04-09 | $749 | $749 | S/L | 7.0000 | ||
| PICTURE REMATTED-SM CONF ROOM | 2010-08-23 | $140 | $140 | S/L | 7.0000 | ||
| COMPUTER DESK-SM CONF ROOM | 2010-09-02 | $180 | $180 | S/L | 7.0000 | ||
| COMPUTER DESK-SCHOLARSHIP OFFICE | 2010-09-02 | $180 | $180 | S/L | 7.0000 | ||
| (2) GUEST CHAIRS-SCHOLARSHIP OFFICE | 2010-09-02 | $704 | $704 | S/L | 7.0000 | ||
| DESK CHAIR-SCHOLARSHIP OFFICE | 2010-10-18 | $192 | $192 | S/L | 7.0000 | ||
| ROUND TABLE-SCHOLARSHIP OFFICE | 2010-11-02 | $135 | $135 | S/L | 7.0000 | ||
| LASERJET P3015X PRINTER | 2011-03-23 | $993 | $993 | S/L | 5.0000 | ||
| TRASH CAN-KITCHEN | 2011-06-05 | $148 | $148 | S/L | 7.0000 | ||
| HOLE PUNCH | 2011-09-16 | $134 | $134 | S/L | 7.0000 | ||
| IPAD & ACCESSORIES | 2011-10-24 | $1,123 | $1,123 | S/L | 5.0000 | ||
| FILE CABINET 4 DRAWER-SCHOLARSHIP OFFICE | 2012-01-05 | $587 | $587 | S/L | 7.0000 | ||
| COMPUTER, PRINTER, ETC.-KAREN | 2012-05-23 | $1,014 | $1,014 | S/L | 5.0000 | ||
| SHREDDER | 2012-10-01 | $1,378 | $1,378 | S/L | 7.0000 | ||
| (2) DESKS | 2013-08-09 | $359 | $327 | S/L | 7.0000 | $32 | $3 |
| HP ELITEBOOK LAPTOP COMPUTER | 2014-01-08 | $1,103 | $1,103 | S/L | 5.0000 | ||
| DELL RAM UPDATE | 2014-01-15 | $243 | $243 | S/L | 5.0000 | ||
| SHELVING-STORAGE ROOM | 2014-03-12 | $993 | $822 | S/L | 7.0000 | $142 | $14 |
| FLAT BED CART | 2014-03-20 | $80 | $63 | S/L | 7.0000 | $12 | $1 |
| GB MEMORY MODULE | 2014-05-10 | $231 | $231 | S/L | 5.0000 | ||
| WORKCENTRE 7835 COPIER | 2015-01-12 | $11,401 | $11,305 | S/L | 5.0000 | $96 | $10 |
| MOBILE BEVERAGE CART | 2015-02-19 | $389 | $273 | S/L | 7.0000 | $55 | $6 |
| 700W MICROWAVE | 2015-02-19 | $109 | $78 | S/L | 7.0000 | $15 | $2 |
| OFFICE DESK & CHAIR-CHENZA | 2015-04-06 | $2,405 | $1,619 | S/L | 7.0000 | $343 | $34 |
| NEW SERVER & (3) MONITORS | 2016-03-07 | $10,473 | $7,944 | S/L | 5.0000 | $2,094 | $210 |
| FIREWALL | 2017-01-30 | $3,769 | $2,199 | S/L | 5.0000 | $754 | $75 |
| LAPTOP | 2017-03-13 | $888 | $497 | S/L | 5.0000 | $44 | $4 |
| COFFEE MAKER | 2017-09-30 | $267 | $86 | S/L | 7.0000 | $19 | $2 |
| GRANT MAKING SOFTWARE | 2018-01-16 | $23,565 | $9,230 | S/L | 5.0000 | $4,713 | $471 |
| OFFICE CHAIR-GAIL | 2018-08-06 | $428 | $84 | S/L | 7.0000 | $61 | $6 |
| FINANCIAL EDGE-BLACKBAUD | 2018-08-21 | $13,788 | $3,792 | S/L | 5.0000 | $2,757 | $276 |
| SURFACE BOOK 2-GAIL | 2018-08-22 | $2,613 | $719 | S/L | 5.0000 | $522 | $52 |
| (2) MONITORS-GAIL | 2018-09-18 | $511 | $132 | S/L | 5.0000 | $102 | $10 |
| (7) DIGIUM SWITCHVOX D65 PHONES | 2019-05-24 | $6,588 | $769 | S/L | 5.0000 | $1,317 | $132 |
| WIRELESS & ACCESS POINTS | 2019-05-24 | $1,134 | $132 | S/L | 5.0000 | $227 | $23 |
| HP PROBOOK LAPTOP & MONITORS-CHARLA | 2019-04-01 | $2,040 | $306 | S/L | 5.0000 | $408 | $41 |
| DELL COMPUTER-CHARLA | 2014-01-15 | $1,365 | $1,365 | S/L | 5.0000 | ||
| MICROSOFT SURFACE PRO - KAREN'S | 2020-08-06 | $3,980 | S/L | 5.0000 | $332 | $33 | |
| HP PROBOOK - CHENZA'S | 2020-08-06 | $2,605 | S/L | 5.0000 | $220 | $22 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| ASSETS NO LONGER IN USE | PURCHASE | 2020-12 | $7,947 | $7,947 | ||
| DISPOSE OF COMPUTER EQUIPMENT | PURCHASE | 2020-03 | $3,741 | $3,394 | -$347 | |
| COFFEE MAKER | PURCHASE | 2020-06 | $267 | $105 | -$162 | 2017-09 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SUNTRUST | $7,212,126 | $7,658,039 |
| CAPITAL CITY |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL CITY | ||
| SCHWAB | $58,708,354 | $98,373,017 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,868,616 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,178,412 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $575,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $596,157 | StateLocalSecEOYFMVAmt |
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 | $386,880 | BookValueAmt |
| EOYFMV | $692,989 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $146,278 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $113,041 | AccumulatedDepreciationAmt |
| Book Value | $33,237 | BookValueAmt |
| EOYFMV | $33,237 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $3,264 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,264 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOND SWAMP PROPERTY | $911,349 | ||
| PAINTINGS - PENLEY | $50,000 | $50,000 | $269,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $229 | $229 | |
| COMMUNICATIONS | $33,817 | $33,817 | |
| EQUIPMENT MAINTENANCE AND SUP | $30,551 | $27,496 | $3,055 |
| INTERNET, TELEPHONE, CABLE | $7,285 | $6,556 | $729 |
| OFFICE SUPPLIES AND EXPENSE | $5,162 | $4,646 | $516 |
| PROPERTY MANAGEMENT | $8,000 | $8,000 | |
| SCHOLARSHIP EXPENSE | $17,767 | $17,767 | |
| SUBSCRIPTIONS, DUES, INSURANC | $38,678 | $34,810 | $3,868 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST-MISSION RELATED LOAN | Desc |
| Revenue And Expenses Per Books | $70,017 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $70,017 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL PROTECTION PROGRAM LOAN | Desc |
| EOY Book Value | $98,784 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (4 entries)
| Balance DueBalanceDueAmt |
|---|
| 455 THIRD LLC |
| $484,353 |
| 461 THIRD LLC |
| $1,023,509 |
| 544 MULBERRY LLC |
| $733,274 |
| 682 CHERRY LLC |
| $114,969 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $656,817 | Amt |
| Net Investment Income | $615,953 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,864 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $240,683 | Amt |
| Net Investment Income | $16,181 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,564 | DisbursementsCharitablePrpsAmt |