BELOCO FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BELOCO FOUNDATION INC (EIN 58-6065378)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-09
- IRS object ID
- 202113139349102676
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T15:59:23-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581374304 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINSON GRIMES & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4299 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586065378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELOCO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELO | BusinessNameControlTxt |
| Phone | 7065716040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 319020140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH T CORN | PersonNm |
| Person Title | CO-CHAIRMAN | PersonTitleTxt |
| Phone | 7065716040 | PhoneNum |
| Signature | 2021-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | CORN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK J PEASE IV CPA | PreparerPersonNm |
| PTIN | P00715329 | PTIN |
| Phone | 7063245435 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $30,525,119 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $804,762 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,604 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,604 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $354,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $353,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,964,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,752,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,964,095 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $140 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $140 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,139,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,333,222 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,790 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $218,192 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $218,192 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,047 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,047 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,639 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,443 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $459 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,881 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $179 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $321,709 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $265,842 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,428 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,125,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,125,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,447,139 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $265,842 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,139,858 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,692,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,067,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $158,809 | CashBOYAmt |
| Cash EOY | $122,935 | CashEOYAmt |
| Cash EOYFMV | $122,935 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $752,337 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $509,409 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $509,409 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $324,330 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $353,723 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $355,984 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,378,366 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,219,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,000,100 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,535,761 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,473,800 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,536,691 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,869 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,155,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,679,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,525,119 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,043 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,781 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,043 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,781 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,148,429 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,668,219 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,148,429 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,668,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,155,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,679,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,148,429 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,692,361 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,840,790 | SubtotalAmt |
| Other Decreases | $172,571 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,668,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,833,037 | $5,401,044 | $431,993 | $431,993 |
| PUBLICLY TRADED SECURITIES | P | $4,899,234 | $3,326,445 | $1,572,789 | $1,572,789 |
| LOSS FROM PASS-THROUGH ENTITIES | P | $61,398 | -$61,398 | -$61,398 | |
| LOSS FROM PASS-THROUGH ENTITIES | P | $20,711 | $20,711 | $20,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,964,095 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,737 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,737 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,737 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,869 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,869 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,868 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH T CORN | IndividualWithBooksNm |
| Phone | 7065716040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23024 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH C OGIE | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | CO-CHAIRMAN | 0.00 | $0 | $0 | $0 |
| ELIZABETH T CORN | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | CO-CHAIRMAN | 0.00 | $0 | $0 | $0 |
| KATE WILSON | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| SUSAN C WAINWRIGHT | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ABBY C IRBY | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GILBERT B MILLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PHYLLIS WAGNER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | ADMINISTRATOR | 40.00 | $0 | $0 | $0 |
| SARAH WATKINS | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILDS OGIE | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TREASURER | 0.00 | $0 | $0 | $0 |
| FANE FOSTER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PIERCE MILLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3280 PEACHTREE RD NE SUITE 1900 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $218,192 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,351,770 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $777,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,129,093 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,129,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $406,936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,722,157 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,336,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,336,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,737 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,737 | TotalTaxAmt |
| Distributable Before Adj | $1,307,371 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,307,371 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,307,371 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,139,858 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,139,858 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,139,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,307,371 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,120,664 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,139,858 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,120,664 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,194 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,288,177 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH T CORN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH T CORN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23024 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7065716040 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN TO INCLUDE THE PURPOSE OF UTILIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDREW COLLEGE | |||||||
| 501 COLLEGE STREET | CUTHBERT | GA | 39840 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $100,000 |
| COLUMBUS BOTANICAL GARDENS | |||||||
| 3603 WEEMS ROAD | COLUMBUS | GA | 31909 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $25,000 |
| COLUMBUS MUSEUM | |||||||
| 1251 WYNNTON ROAD | COLUMBUS | GA | 31906 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $250,000 |
| COLUMBUS STATE UNIVERSITY | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $15,000 |
| COLUMBUS TECHNICAL COLLEGE | |||||||
| 928 MANCHESTER EXPRESSWAY | COLUMBUS | GA | 31904 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $10,000 |
| EPWORTH BY THE SEA | |||||||
| 100 ARTHUR J MOORE DRIVE | ST SIMONS ISLAND | GA | 31522 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $50,000 |
| MEDICAL COLLEGE OF GEORGIA | |||||||
| 1120 15TH STREET | AUGUSTA | GA | 30912 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $250,000 |
| MERCYMED OF COLUMBUS | |||||||
| 3702 2ND AVENUE | COLUMBUS | GA | 31904 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $100,000 |
| MICAH'S PROMISE | |||||||
| 233 12TH ST STE 601 | COLUMBUS | GA | 31901 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $35,000 |
| SALVATION ARMY | |||||||
| 615 MANCHESTER EXPRESSWAY | COLUMBUS | GA | 31904 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $125,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 100 PEACHTREE STREET 2080 | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $12,930 |
| SPRINGER OPERA HOUSE | |||||||
| 103 10TH STREET | COLUMBUS | GA | 31901 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $65,000 |
| THE FORT CHURCH | |||||||
| 1232 DOUBLE CHURCHES ROAD | COLUMBUS | GA | 31904 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $50,000 |
| TRUTH SPRING | |||||||
| 3314 5TH AVENUE | COLUMBUS | GA | 31904 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $37,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,125,430 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,604 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $354,899 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,964,095 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,334,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,334,738 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| BRADLEY-TURNER FOUNDATION INC | |||||||
| 1 | PO BOX 140 | COLUMBUS | GA | 31902 | $156,994 | Yes (X) | |
| CHARITABLE LEAD ANNUITY TRUST UWO LOVICK P CORN | |||||||
| 2 | PO BOX 140 | COLUMBUS | GA | 31902 | $804,011 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 215 SHS GLOBAL PAYMENTS INC | $38,289 | 2020-09-15 |
| 1 | 194 SHS GLOBAL PAYMENTS INC | $38,243 | 2020-12-01 |
| 1 | 223 SHS GLOBAL PAYMENTS INC | $43,894 | 2021-01-14 |
| 1 | 179 SHS GLOBAL PAYMENTS INC | $36,568 | 2021-04-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING FEES | CategoryTxt |
| Amt | $38,950 | Amt |
| Net Investment Income | $31,160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,790 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY A/C #308-066009-317 COMMON STOCKS (SEE ATTACHMENT) | $1,085,658 | $1,617,576 |
| MORGAN STANLEY A/C #308-066757-317 COMMON STOCKS (SEE ATTACHMENT) | $12,133,475 | $20,382,524 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $353,723 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $355,984 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY A/C #308-066444-317 EXCH. TRADED FUNDS (SEE ATTACHMENT) | FMV | $254,254 | $258,949 |
| MORGAN STANLEY A/C #308-066444-317 MUTUAL FUNDS (SEE ATTACHMENT) | FMV | $2,592,341 | $2,665,746 |
| MORGAN STANLEY A/C #308-066757-317 CORPORATE FIXED INCOME (SEE ATT) | FMV | $260,927 | $276,088 |
| MORGAN STANLEY A/C #308-066757-317 MUTUAL FUNDS (SEE ATTACHMENT) | FMV | $884,983 | $982,029 |
| NORTH HAVEN ENERGY CAPITAL FUND NON-U.S. WEALTH MANAGEMENT FEEDER L.P. | FMV | $158,081 | $173,508 |
| BRIDGE SENIORS II INTL-A | FMV | $196,112 | $216,539 |
| THIRD PT OFFSHORE FUND LTD | FMV | $300,000 | $453,434 |
| HEDGEPREMIER/REIF LP - B | FMV | $257,908 | $284,101 |
| HP MILLENNIUM INTL CLASS HH | FMV | $300,000 | $415,322 |
| HP MILLENNIUM INTL CLASS HHC | FMV | $175,000 | $180,422 |
| OAKTREE STRATEGIC INC II | FMV | $443,808 | $510,294 |
| VALOR M33 III LP | FMV | $397,808 | $863,844 |
| OHA CSF (OFFSHORE) | FMV | $142,326 | $159,424 |
| OHA CSF (OFFSHORE) CPV | FMV | $25,000 | $25,000 |
| PE PREMR OAKTREE XI OFFSHR | FMV | $31,250 | $32,512 |
| PE PREMR OAKTREE XI OFFSHR CPV | FMV | $24,257 | $24,257 |
| BRIDGE SENIORS II INTL-A CPV | FMV | $15,222 | $15,222 |
| LEGACY VENTURE X LLC | FMV | $14,523 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAXES | Desc |
| BOY Book Value | $5,869 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST CARRYING VALUE OF INVESTMENTS | Desc |
| Amt | $172,571 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORPORATE FILING FEE | $40 | $0 | $40 |
| NON-DEDUCTIBLE EXPENSES | $12,702 | $0 | $0 |
| BANK CHARGES | $139 | $0 | $139 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS - PASS-THROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $140 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $140 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| WITHHELD PAYROLL TAXES | $217 | $217 |
| ACCRUED PAYROLL TAXES | $115 | $115 |
| EXCISE TAXES PAYABLE | $0 | $2,868 |
| BRIDGE SENIORS II INTL-A DPV | $5,929 | $4,278 |
| OHA CSF (OFFSHORE) DPV | $782 | $3,303 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $218,192 | Amt |
| Net Investment Income | $218,192 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BRADLEY-TURNER FOUNDATION INC | |||
| PO BOX 140 | COLUMBUS | GA | 31902 |
| CHARITABLE LEAD ANNUITY TRUST UWO LOVICK P CORN | |||
| PO BOX 140 | COLUMBUS | GA | 31902 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $14,443 | $14,443 | $0 |
| PAYROLL TAXES | $459 | $0 | $459 |
| FEDERAL EXCISE TAXES | $28,737 | $0 | $0 |