MEDLIN-HALE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MEDLIN-HALE FOUNDATION INC (EIN 35-2508317)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202123139349100127
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T08:59:51-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581540139 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M BERMAN & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3445 PEACHTREE ROAD NE SUITE 1150 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | 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 | 352508317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEDLIN-HALE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEDL | BusinessNameControlTxt |
| Phone | 4043500847 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 PEACHTREE BATTLE AVENUE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH HALE | PersonNm |
| Person Title | PRESIDENT, SECRETARY & TREASURER | PersonTitleTxt |
| Phone | 4043500847 | PhoneNum |
| Signature | 2021-11-09 | 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 | HALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD J GREEN | PreparerPersonNm |
| PTIN | P00153816 | PTIN |
| Phone | 4042622181 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $2,916,169 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,262,694 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,950 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $321,751 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $229,911 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $194,214 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $194,214 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,538,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $445,075 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,463 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,463 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,766 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,503,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $440,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $9,994 | CashEOYAmt |
| Cash EOYFMV | $9,994 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $147,069 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $147,069 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,581,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,979,398 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $765,627 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $779,708 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,503,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,916,169 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $600 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $600 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,503,316 | 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 | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,503,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,503,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,503,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,503,316 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,503,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 20 SHS. AMAXON COM | D | 2011-09-22 | 2020-12-18 | $64,686 | $4,398 | $60,288 | $60,288 |
| 240 SHS. CARRIER GLOBAL CORP | D | 1998-10-05 | 2020-12-18 | $9,057 | $749 | $8,308 | $8,308 |
| 450 SHS. CHEVRON CORP | D | 2010-11-30 | 2020-12-18 | $39,890 | $36,518 | $3,372 | $3,372 |
| 335 SHS. CARRIER GLOBAL CORP | D | 1998-01-01 | 2020-12-18 | $12,643 | $1,081 | $11,562 | $11,562 |
| 700 SHS. CISCO SYSTEMS | D | 2003-12-10 | 2020-12-18 | $31,289 | $16,618 | $14,671 | $14,671 |
| 1300 SHS. CISCO SYSTEMS | D | 1998-01-01 | 2020-12-18 | $58,109 | $9,448 | $48,661 | $48,661 |
| 250 SHS. DIAGEO PLC ADR | D | 2005-01-05 | 2020-12-18 | $39,785 | $14,184 | $25,601 | $25,601 |
| 120 SHS. OTIS WORLDWIDE CORP | D | 1998-10-05 | 2020-12-18 | $7,816 | $1,123 | $6,693 | $6,693 |
| 167 SHS. OTIS WORLDWIDE CORP | D | 1998-01-01 | 2020-12-18 | $10,878 | $1,616 | $9,262 | $9,262 |
| 240 SHS. RAYTHEON TECHNOLOGIES CORP | D | 1998-10-05 | 2020-12-18 | $16,915 | $2,498 | $14,417 | $14,417 |
| 335 SHS. RAYTHEON TECHNOLOGIES CORP | D | 1998-01-01 | 2020-12-18 | $23,611 | $3,607 | $20,004 | $20,004 |
| CAPITAL GAINS DIVIDENDS | P | $7,072 | $7,072 | $7,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $229,911 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $19,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $12,875 | OverpaymentAmt |
| Applied To ES Tax | $12,875 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH HALE | IndividualWithBooksNm |
| Phone | 4043500847 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 PEACHTREE BATTLE AVENUE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH M HALE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 PEACHTREE BATTLE AVENUE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT, TREASURER & SEC | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.25 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,556,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,749,473 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,749,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,708,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,124 | TotalTaxAmt |
| Distributable Before Adj | $129,288 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,288 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,288 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,288 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,300 | 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 | $98,988 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLANTA-FULTON PUBLIC LIBRARY FOUNDATION | |||||||
| ONE MARGARET MITCHELL SQUARE | ATLANTA | GA | 30303 | N/A | PUBLIC | FUNDING FOR PROGRAMS | $200 |
| ATLANTA SYMPHONY ORCHESTRA | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PUBLIC | ANNUAL FUND RAISER | $500 |
| THE BOYCE L ANSLEY SCHOOL | |||||||
| 120 RALPH MCGILL BLVD | ATLANTA | GA | 30308 | N/A | PUBLIC | GENERAL GIFTING | $250 |
| CAMP SUNSHINE | |||||||
| 1850 CLAIRMONT RD | DECATUR | GA | 30033 | N/A | PUBLIC | GRANT FOR SUPPORT OF THE ORGANIZATIONS MISSION | $1,000 |
| CASA | |||||||
| 75 MARIETTA ST | ATLANTA | GA | 30303 | N/A | PUBLIC | GENERAL GIFTING | $1,000 |
| CHATTAHOOCHEE RIVERKEEPER | |||||||
| 916 JOSEPH E LOWERY BLVD | ATLANTA | GA | 30318 | N/A | PUBLIC | TO SUPPORT VARIOUS PROJECTS | $2,000 |
| CHEROKEE GARDEN CLUB COMMUNITY FUND INC | |||||||
| 250 WOODWARD WAY NW | ATLANTA | GA | 30305 | N/A | PUBLIC | GENERAL GIFTING DONATION | $500 |
| CHEROKEE GARDEN LIBRARY | |||||||
| 130 WEST PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PUBLIC | ANNUAL FUND | $500 |
| FAUNSDALE FOUNDATION | |||||||
| PO BOX 222 | FAUNSDALE | AL | 36738 | N/A | PUBLIC | GIFT TO SUPPORT RESTORATION PROJECTS | $1,000 |
| FOWARD ARTS FOUNDATION INC | |||||||
| 3130 SLATON DRIVE | ATLANTA | GA | 30305 | N/A | PUBLIC | UNRESTRICTED DONATION | $1,000 |
| GEORGIA AUDUBON | |||||||
| 4055 ROSWELL ROAD NE | ATLANTA | GA | 30342 | N/A | PUBLIC | GENERAL FUNDING DONATION | $500 |
| GEORGIA CONSERVANCY INC | |||||||
| 230 PEACHTREE ST NW | ATLANTA | GA | 30303 | N/A | PUBLIC | GENERAL FUNDING DONATION TO FURTHER MISSION | $500 |
| GEORGIA TRUST FOR HISTORICAL PRESERVATION | |||||||
| 1516 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PUBLIC | ANNUAL FUNDING | $1,000 |
| GEORGIA WILDLIFE FEDERATION | |||||||
| 11600 HAZELBRAND RD | COVINGTON | GA | 30014 | N/A | PUBLIC | MEMBERSHIP SUPPORT | $250 |
| LONG NOW FOUNDATION | |||||||
| 2 MARINA BLVD FORT MASON CENTER | SAN FRANCISCO | CA | 94123 | N/A | PUBLIC | ANNUAL SUPPORT | $250 |
| NATURE CONSERVANCY INC | |||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | N/A | PUBLIC | ANNUAL SUPPORT | $250 |
| HISTORIC OAKLAND FOUNDATION | |||||||
| 248 OAKLAND AVE | ATLANTA | GA | 30312 | N/A | PUBLIC | FUNDING FOR THE LIVING HISTORY CAPITAL CAMPAIGN | $10,000 |
| OSSABAW ISLAND FOUNDATION | |||||||
| 13040 ABERCORN ST | SAVANNAH | GA | 31419 | N/A | PUBLIC | SUPPORT IN 2020 FOR GENERAL FUNDS | $500 |
| OXFAM | |||||||
| 226 CAUSEWAY STREET | BOSTON | MA | 02114 | N/A | PUBLIC | DONATION TO SUPPORT HUMANITARIAN WORK | $250 |
| PARK PRIDE | |||||||
| POBOX 4936 | ATLANTA | GA | 30302 | N/A | PUBLIC | GENERAL FUNDS TO SUPPORT LOCAL GREEN SPACE | $1,000 |
| PATH | |||||||
| PO BOX 14327 | ATLANTA | GA | 30324 | N/A | PUBLIC | ANNUAL FUNDS | $1,000 |
| PARTNERS FOR SACRED PLACES | |||||||
| 1700 SANSOM STREET | PHILADEPHIA | PA | 19103 | N/A | PUBLIC | GENERAL GIFTING | $2,000 |
| RESPITE CARE ATLANTA | |||||||
| 2715 PEACHTREE ROAD NE | ATLANTA | GA | 30305 | N/A | PUBLIC | SUPPORT FOR FURTHERING THE MISSION OF THE ORGANIZATION | $250 |
| SOUTH RIVER WATERSHED ALLIANCE | |||||||
| POBOX 1341 | DECATUR | GA | 30031 | N/A | PUBLIC | SUPPORT FOR PROTECTION AND RESTORATION OF WATERWAYS | $1,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 WEST MAIN STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PUBLIC | UNRESTRICTED GIFT | $1,000 |
| TREES ATLANTA | |||||||
| 225 CHESTER AVE SE | ATLANTA | GA | 30316 | N/A | PUBLIC | GENERAL FUNDING TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 |
| THER TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY ST SUITE 900 | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC | GENERAL FUNDING TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,950 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,214 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $275,388 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,388 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF PAULINE SIMS MEDLIN | |||||||
| 1 | 303 PEACHTREE BATTLE AVENUE | ATLANTA | GA | 30305 | $4,343 | Yes (X) | |
| ESTATE OF PAULINE SIMS MEDLIN | |||||||
| 2 | 303 PEACHTREE BATTLE AVENUE | ATLANTA | GA | 30305 | $1,502,864 | Yes (X) | |
| ESTATE OF PAULINE SIMS MEDLIN | |||||||
| 3 | 303 PEACHTREE BATTLE AVENUE | ATLANTA | GA | 30305 | $648,070 | Yes (X) | |
| ESTATE OF PAULINE SIMS MEDLIN | |||||||
| 4 | 303 PEACHTREE BATTLE AVENUE | ATLANTA | GA | 30305 | $107,417 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | VARIOUS SECURITIES | $1,502,864 | 2020-07-23 |
| 3 | VARIOUS SECURITIES | $648,070 | 2020-07-27 |
| 4 | VARIOUS SECURITIES | $107,417 | 2020-08-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,581,226 | EOYBookValueAmt |
| EOYFMV | $1,979,398 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $765,627 | BookValueAmt |
| EOYFMV | $779,708 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRA DIST. - INCOME IN RESPECTS OF DECEDENT | Desc |
| Revenue And Expenses Per Books | $194,214 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $194,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $194,214 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO EMH | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $600 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $4,463 | Amt |
| Net Investment Income | $4,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |