STRATEGY STUDIO / PUBLIC DATA EXPLORER

GLADNEY FOUNDATION TR UA 052098: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GLADNEY FOUNDATION TR UA 052098 (EIN 58-6367644)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-02-17
IRS object ID
202010489349100306
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-17T10:09:31-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581412366PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DHUYVETTER & SWICHKOW PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1519 JOHNSON FERRY RD A-100AddressLine1Txt
CityMARIETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP300684641ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586367644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Gladney FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGLADBusinessNameControlTxt
Phone4048479797PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14925 Jett RoadAddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael HeazelPersonNm
Person TitleTrusteePersonTitleTxt
Signature2020-02-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJason BerkePreparerPersonNm
PTINP01298072PTIN
Phone4042313500PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$517,121FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$6,805DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,805DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,805DividendsAdjNetIncmAmt
Total Rev And Expnss$6,805TotalRevAndExpnssAmt
Total Net Invst Incm$6,805TotalNetInvstIncmAmt
Total Adj Net Incm$6,805TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$105TaxesRevAndExpnssAmt
Taxes Net Invst Incm$105TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$955TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$955TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,305TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$955TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,500ExcessRevenueOverExpensesAmt
Net Investment Income$5,850NetInvestmentIncomeAmt
Adjusted Net Income$6,805AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$30,165SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,697SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,697SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl BOY$32OtherNtsAndLoansRcvblBOYAmt
Corporate Stock BOY$38,131CorporateStockBOYAmt
Corporate Stock EOY$38,131CorporateStockEOYAmt
Corporate Stock EOYFMV$505,424CorporateStockEOYFMVAmt
Total Assets BOY$68,328TotalAssetsBOYAmt
Total Assets EOY$49,828TotalAssetsEOYAmt
Total Assets EOYFMV$517,121TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$68,328CapitalStockBOYAmt
Capital Stock EOY$49,828CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$68,328TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$49,828TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$68,328TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$49,828TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$68,328TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,500ExcessRevenueOverExpensesAmt
Subtotal$49,828SubtotalAmt
Tot Net Ast Or Fund Balances EOY$49,828TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,850AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$359,814NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.01626DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,125AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$270,150NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.01157DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,034AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$215,984NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04183DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,147AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$239,460NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.11337DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,820AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$222,207NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04869DistributionYr5Rt
Total Distribution0.231714TotalDistributionRt
Average Distribution0.046343AverageDistributionRt
Net Vl Noncharitable Assets$444,649NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,606AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$59NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,665AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,350QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$59InvestmentIncomeExciseTaxAmt
Subtotal$59SubtotalAmt
Tax Based On Investment Income$59TaxBasedOnInvestmentIncomeAmt
Tax Due$59TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Michael HeazelBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4048479797PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14925 Jett RoadAddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMichael HeazelPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14925 Jett RoadAddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$426,568AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,852AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$451,420TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$451,420AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,771CashDeemedCharitableAmt
Net Vl Noncharitable Assets$444,649NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,232MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,232MinimumInvestmentReturnAmt
Tax Based On Investment Income$59TaxBasedOnInvestmentIncomeAmt
Total Tax$59TotalTaxAmt
Distributable Before Adj$22,173DistributableBeforeAdjAmt
Distributable Before Ded$22,173DistributableBeforeDedAmt
Distributable As Adjusted$22,173DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,350ExpensesAndContributionsAmt
Qualifying Distributions$24,350QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$59PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$24,291AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,173DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$466ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$466TotalExcessDistributionCyovAmt
Qualifying Distributions$24,350QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,173AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,177RemainingDistriFromCorpusAmt
Total Corpus$2,643TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,643ExcessDistriCyovToNextYrAmt
Excess From Year4$466ExcessFromYear4Amt
Excess From Current Year$2,177ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMichael HeazelRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14925 Jett RoadAddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4048479797RecipientPhoneNum
Recipient Email Addressmfheazel@gmail.comRecipientEmailAddressTxt
Form And Info And MaterialsNo specific form required.FormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Wreaths Across America
PO Box 249Columbia FallsME04623N/A501(c)(3)Charitable$150
OneLove Foundation
PO Box 368BronxvilleNY10708N/A501(c)(3)Support$500
AidsLifeCycle 2019
1035 Market StSan FranciscoCA94103N/A501(c)(3)Charitable$200
Leukemia Lymphoma Society
3 Internation Drive Ste 200Rye BrookNY10573N/A501(c)(3)Charitable$2,500
St Frances Animal Center
125 Ridge StGeorgetownSC29440N/A501(c)(3)Charitable$20,000
Oakland Cemetery
248 Oakland Ave SEAtlantaGA30312N/APFCharitable$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,805ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,805ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,805TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$850Amt
Net Investment Income$850NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRSCategoryTxt
Amt$105Amt
Net Investment Income$105NetInvestmentIncomeAmt