FOREHAND FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FOREHAND FAMILY FOUNDATION (EIN 27-6368488)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349101427
- 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
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T09:06:39-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581608736 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINS CLENNEY RUMSEY HUCKABY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 E 17TH AVE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 310151514 | 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 | 276368488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOREHAND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 2299385156 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 276 SCENIC ROUTE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A FOREHAND JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | FOREHAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J RUMSEY CPA | PreparerPersonNm |
| PTIN | P01073870 | PTIN |
| Phone | 2292737211 | PhoneNum |
| Preparation | 2021-11-04 | 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 | $430,726 | 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 |
| Dividends Rev And Expnss | $14,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $845,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,377 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $169,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,031 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,503 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,251 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,252 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,796 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,796 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $209 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $34 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,542 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,290 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $608,011 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $608,011 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $616,553 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,290 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $609,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$447,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,672 | CashBOYAmt |
| Cash EOY | $25,916 | CashEOYAmt |
| Cash EOYFMV | $25,916 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,869 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,221 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $8,599 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $50,365 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $50,365 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $50,365 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $50,365 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $706,270 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $285,751 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $341,224 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $822,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $375,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $430,726 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $822,775 | CapitalStockBOYAmt |
| Capital Stock EOY | $375,253 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $822,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $375,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $822,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $375,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $822,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$447,522 | ExcessRevenueOverExpensesAmt |
| Subtotal | $375,253 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $375,253 | 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 | $131,162 | $129,521 | $1,641 | $1,641 |
| PUBLICLY TRADED SECURITIES | P | $490,788 | $386,987 | $103,801 | $103,801 |
| PUBLICLY TRADED SECURITIES | P | $54,322 | $53,382 | $940 | $940 |
| PUBLICLY TRADED SECURITIES | P | $169,460 | $121,513 | $47,947 | $47,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,377 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,581 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,248 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,248 | SubtotalAmt |
| Tax Based On Investment Income | $2,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,084 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,084 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,164 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | DAVID A FOREHAND JR | IndividualWithBooksNm |
| Phone | 2299385156 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 276 SCENIC ROUTE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A FOREHAND JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 276 SCENIC ROUTE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $608,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $54,664 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $711,779 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $711,779 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $701,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,248 | TotalTaxAmt |
| Distributable Before Adj | $32,807 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,807 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,807 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $609,263 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $609,263 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $609,263 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,807 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $102,038 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $42,684 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $21,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $166,453 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $609,263 | QualifyingDistributionsAmt |
| Applied To Current Year | $32,807 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $576,456 | RemainingDistriFromCorpusAmt |
| Total Corpus | $742,909 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $102,038 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $640,871 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $42,684 | ExcessFromYear3Amt |
| Excess From Year1 | $21,731 | ExcessFromYear1Amt |
| Excess From Current Year | $576,456 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A FOREHAND JR | ContributingManagerNm |
| Contributing Manager | ELIZABETH GREGORY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID A FOREHAND JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 276 SCENIC ROUTE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2299385156 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS DETERMINED BY TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| EMORY UNIVERSITY (CANDLER THEOLOGY) | ||||||||
| 1762 CLIFTON ROAD | SUITE 1400 | ATLANTA | GA | 30322 | N/A | PC | CHRISTIAN EDUCATION | $2,000 |
| SANDY PAWS RESCUE INC | ||||||||
| PO BOX 417 | OAK BLUFFS | MA | 02557 | N/A | PC | PET ADOPTION | $1,000 | |
| THE GATEWAY CENTER | ||||||||
| PO BOX 4032 | CORDELE | GA | 31010 | N/A | PC | CHILD ADVOCACY | $2,000 | |
| THE BESSEMER GIVING FUND | ||||||||
| 100 WOODBRIDGE CENTER DR | WOODBRIDGE | NJ | 07095 | N/A | PC | GENERAL SUPPORT | $603,011 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $608,011 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $169,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $169,031 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,503 | Amt |
| Net Investment Income | $1,251 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,252 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SUNTRUST INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $285,751 | BookValueAmt |
| EOYFMV | $341,224 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ON JANUARY 20, 2020, ELIZABETH GREGORY RESIGNED AS BOTH CO-TRUSTEE AND MEMBER OF THE DISTRIBUTION COMMITTEE OF THE FOUNDATION. AS PART OF THIS RESIGNATION, THE FOREHAND FAMILY FOUNDATION MADE THE FOLLOWING TWO DISTRIBUTIONS FROM HER DESIGNATED CHARITABLE FUNDS TO THE DONOR ADVISED FUND, THE BESSEMER GIVING FUND (13-7111099): 1/15/2020 CASH - FMV 288,252 11/06/2020 CASH - FMV 314,759.19 | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OTHER EXPENSES | $4 | $4 |
| BANK CHARGES | $30 | $30 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN T MCAFEE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | N/A | InsiderRelationshipTxt |
| Loan Original | $70,000 | LoanOriginalAmt |
| Balance Due | $50,365 | BalanceDueAmt |
| Note | 2015-11 | NoteDt |
| Loan Maturity | 2024-12 | LoanMaturityDt |
| Repayment Terms | PRINCIPAL | RepaymentTermsTxt |
| Interest | 0.0000 | InterestRt |
| Security Provided Borrower | N/A | SecurityProvidedBorrowerTxt |
| Loan Purpose | EDUCATIONAL | LoanPurposeTxt |
| Lender Consideration | N/A | LenderConsiderationDesc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $5,796 | Amt |
| Net Investment Income | $5,796 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $209 | Amt |
| Net Investment Income | $209 | NetInvestmentIncomeAmt |