CLAUDE P COOKSR CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CLAUDE P COOKSR CHARITABLE TRUST (EIN 33-6339018)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-08
- IRS object ID
- 202011609349100611
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-08T10:33:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043695267 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNITH D MCLEOD CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2048 TRIMLESTON RD | AddressLine1Txt |
| City | STATHAM | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336339018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAUDE P COOKSR CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COOK | BusinessNameControlTxt |
| Phone | 4045887678 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUNTRUST BANK POBOX 4418 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUNTRUST BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4045888961 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNITH D MCLEOD | PreparerPersonNm |
| PTIN | P00143383 | PTIN |
| Phone | 9125390350 | PhoneNum |
| Preparation | 2020-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.137.85.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-08 | IPDt |
| IP Tm | 10:33:44 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0DBF66725D9A1A876608CA4D7B92115F1F5B0CEC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0DBF66725D9A1A876608CA4D7B92115F1F5B0CEC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,415,620 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $795 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $795 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,662 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $886,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,599 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $183,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,056 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $300 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $23,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,805 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,026 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,133 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $54,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,964 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,964 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,313 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,092 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $81,516 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,196 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,175 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $720 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $720 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,301,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,348,326 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,112,911 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $982,638 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $907,090 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $952,793 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $300,438 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $25,350 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $275,088 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $275,088 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $300,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,641,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,580,420 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,415,620 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,641,733 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,580,420 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,641,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,580,420 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,641,733 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,580,420 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,641,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,313 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,580,420 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,580,420 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - S-T | P | $583,438 | $566,396 | $17,042 | $17,042 |
| PUBLICLY TRADED SECURITIES - L-T | P | $281,127 | $196,934 | $84,193 | $84,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,599 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $17,042 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $355,287 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,389,825 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104810 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $503,830 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,708,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.135851 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $479,883 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,960,933 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.121154 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $258,184 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,323,319 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059719 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $212,128 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,532,272 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046804 | DistributionYr5Rt |
| Total Distribution | 0.468338 | TotalDistributionRt |
| Average Distribution | 0.093668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,237,711 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $303,270 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,301 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $304,571 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $190,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,602 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,602 | SubtotalAmt |
| Tax Based On Investment Income | $2,602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $720 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,882 | 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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNITH D MCLEOD CPA PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9125390350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2048 TRIMLESTON ROAD | AddressLine1Txt |
| City | STATHAM | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30666 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST BANK | BusinessNameLine1Txt |
| Business Name Line2 | MELISSA K JACKSON | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 4418 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | 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 | $2,888,109 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $333,550 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,287,016 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,287,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,237,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,602 | TotalTaxAmt |
| Distributable Before Adj | $159,284 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $159,284 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $159,284 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $190,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $190,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,284 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $104,762 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $320,735 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $187,222 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $612,719 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $159,284 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,716 | RemainingDistriFromCorpusAmt |
| Total Corpus | $643,435 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $643,435 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $104,762 | ExcessFromYear3Amt |
| Excess From Year2 | $320,735 | ExcessFromYear2Amt |
| Excess From Year1 | $187,222 | ExcessFromYear1Amt |
| Excess From Current Year | $30,716 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DISTRIBUTION COMMITTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 541 BURKETTS FERRY ROAD | AddressLine1Txt |
| City | HAZLEHURST | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9123752712 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST DETAILING PURPOSE OF FUNDING AND VERIFICATION OF SEC 501(C)(3) STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | SECTION 501(C)(3) ORGANIZATIONS IN JEFF DAVIS COUNTY, GA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEFF DAVIS CO BOARD OF EDUCATION | ||||||
| 156 COLLINS STREET | HAZLEHURST | GA | 31539 | NONE | TENNIS PROGRAM | $10,000 |
| EMORY UNIVERSITY | ||||||
| 1440 CLIFTON ROAD NE | ATLANTA | GA | 30322 | NONE | DEPARTMENT OF UROLOGY | $75,000 |
| EMORY UNIVERSITY | ||||||
| 1440 CLIFTON ROAD NE | ATLANTA | GA | 30322 | NONE | GOIZUETA ALZHEIMER RESEARCH CENTER | $75,000 |
| JEFF DAVIS CO BOARD OF EDUCATION | ||||||
| 156 COLLINS STREET | HAZLEHURST | GA | 31539 | NONE | FOOTBALL PROGRAM | $2,500 |
| FIRST UNITED METHODIST CHURCH | ||||||
| TALLAHASSEE STREET | HAZLEHURST | GA | 31539 | NONE | WINDOW REPAIRS | $25,000 |
| JEFF DAVIS CO BOARD OF EDUCATION | ||||||
| 156 COLLINS STREET | HAZLEHURST | GA | 31539 | NONE | GIRLS TRACK PROGRAM | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $795 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,662 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $123,599 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $183,056 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,056 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| KENNITH D. MCLEOD, CPA | |
| SUNTRUST TAX PREP FEE | $300 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BUILDING - HWY 341N | PropertyDesc |
| Acquired | 2001-12-25 | AcquiredDt |
| Cost Or Other Basis | $300,348 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $25,350 | PriorYearDepreciationAmt |
| Computation Method | STRAIGHT LINE | ComputationMethodTxt |
| Life | 40.0000 | LifeRt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS - MUTUAL FUNDS - FIXED INCOME | BondNm |
| EOY Book Value | $907,090 | EOYBookValueAmt |
| EOYFMV | $952,793 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS - SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $1,348,326 | EOYBookValueAmt |
| EOYFMV | $2,112,911 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE LOT AND BUILDING | CategoryOrItemTxt |
| Cost Or Other Basis | $300,438 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $25,350 | AccumulatedDepreciationAmt |
| Book Value | $275,088 | BookValueAmt |
| EOYFMV | $300,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE EXPENSE - REAL ESTA | $4,656 | $4,656 |
| INVESTMENT FEES | $19,477 | $19,477 |
| OTHER TO BALANCE | $392 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SUNTRUST BANK - TRUSTEE FEES | CategoryTxt |
| Amt | $23,805 | Amt |
| Net Investment Income | $23,805 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| REAL ESTATE TAXES - RENTAL | $4,642 | $4,642 |
| FOREIGN TAXES ON INVESTMENTS | $384 | $384 |
| EXCISE TAX ON INV. INCOME - 2018 | $713 |