STRATEGY STUDIO / PUBLIC DATA EXPLORER

FRASER-PARKER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FRASER-PARKER FOUNDATION (EIN 58-6212344)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202013219349101441
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T09:48:56-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN580673524PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOORE STEPHENS TILLER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11960 SATELLITE BLVD SUITE 3600AddressLine1Txt
CityDULUTHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586212344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRASER-PARKER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRASBusinessNameControlTxt
Phone4044193245PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14401 NORTHSIDE PARKWAY SUITE 950AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBETSY VERNERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4044193245PhoneNum
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY W HAYESPreparerPersonNm
PTINP00054246PTIN
Phone7709958800PhoneNum
Preparation2020-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.87.242.57IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm10:10:32IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id11413A56354823E292384D345D94644752484EFEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$169,533,633FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$116,880,280ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,753,412DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,753,412DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,084,220NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,084,220GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,084,220CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$132,717,912TotalRevAndExpnssAmt
Total Net Invst Incm$15,837,632TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$168,667CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$16,867CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$151,800CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$45,989OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$4,599OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$41,390OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$23,361PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$2,336PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$21,025PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,470LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$147LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,323LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,356AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,178AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,178AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$434,392OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$432,749OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,644OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$316,252TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,066TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$3,837TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$5,332OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$533OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$4,799OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,509TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$11TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,498TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$29,901OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$819OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$29,082OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,037,229TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$468,305TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$261,576TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,603,578ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,102,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,640,807TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$468,305TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,363,576TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$128,077,105ExcessRevenueOverExpensesAmt
Net Investment Income$15,369,327NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$500CashBOYAmt
Cash EOY$510CashEOYAmt
Cash EOYFMV$510CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,218,701SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,134,513SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,134,513SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$6,499,755USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$6,499,755USGovtObligationsEOYFMVAmt
Corporate Stock BOY$24,414,078CorporateStockBOYAmt
Corporate Stock EOY$134,174,770CorporateStockEOYAmt
Corporate Stock EOYFMV$134,174,770CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,166,245CorporateBondsBOYAmt
Corporate Bonds EOY$5,331CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,331CorporateBondsEOYFMVAmt
Other Investments BOY$18,498OtherInvestmentsBOYAmt
Other Investments EOY$1,057,094OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,057,094OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,457OtherAssetsBOYAmt
Other Assets EOY$1,661,660OtherAssetsEOYAmt
Other Assets EOYFMV$1,661,660OtherAssetsEOYFMVAmt
Total Assets BOY$35,820,479TotalAssetsBOYAmt
Total Assets EOY$169,533,633TotalAssetsEOYAmt
Total Assets EOYFMV$169,533,633TotalAssetsEOYFMVAmt
Grants Payable EOY$2,501,578GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,501,578TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$35,820,479NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$167,032,055NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$35,820,479TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$167,032,055TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,820,479TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$169,533,633TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,820,479TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$128,077,105ExcessRevenueOverExpensesAmt
Other Increases$3,134,471OtherIncreasesAmt
Subtotal$167,032,055SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$167,032,055TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyINVESTMENT PORTFOLIOPropertyDesc
Gross Sales Price$13,084,220GrossSalesPriceAmt
Gain Or Loss$13,084,220GainOrLossAmt
Gains Minus Excess Or Losses$13,084,220GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$13,084,220CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,120,485AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,636,441NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042066DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,273,917AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$24,245,895NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052542DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,202,059AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$23,961,868NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050165DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,173,043AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$24,242,327NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048388DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,109,534AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$23,695,385NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046825DistributionYr5Rt
Total Distribution0.239986TotalDistributionRt
Average Distribution0.047997AverageDistributionRt
Net Vl Noncharitable Assets$133,883,409NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,426,002AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$153,693NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,579,695AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,363,576QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$307,387InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$307,387SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$307,387TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$338,132EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$338,132TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,545EsPenaltyAmt
Overpayment$29,200OverpaymentAmt
Applied To ES Tax$29,200AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBETSY H VERNER EXECUTIVE DIRECTORIndividualWithBooksNm
Phone4044193245PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14401 NORTHSIDE PARKWAY SUITE 950AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD C PARKER
4401 NORTHSIDE PKWY STE 950ATLANTAGA30327TRUSTEE / CHAIR1.00$8,000$0$0
ISOBEL P MILLS
4401 NORTHSIDE PKWY STE 950ATLANTAGA30327TRUSTEE / VICE-CHAIR1.00$8,000$0$0
R W COURTS II
4401 NORTHSIDE PKWY STE 950ATLANTAGA30327TRUSTEE1.00$5,000$0$0
T BRAD COURTS
4401 NORTHSIDE PKWY STE 950ATLANTAGA30327TRUSTEE1.00$8,000$0$0
MARGARET PERDUE DENNY
4401 NORTHSIDE PKWY STE 950ATLANTAGA30327TRUSTEE1.00$2,500$0$0
CLAYTON F JACKSON
4401 NORTHSIDE PKWY STE 950ATLANTAGA30327TRUSTEE1.00$8,000$0$0
ELIZABETH H VERNER
4401 NORTHSIDE PKWY STE 950ATLANTAGA30327EXECUTIVE DIRECTOR1.00$96,734$28,542$0
JOHN W STEPHENSON
4401 NORTHSIDE PKWY STE 950ATLANTAGA30327ASST. EXECUTIVE DIRECTOR1.00$32,433$2,355$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
ROCKEFELLER CAPITAL MANAGEMENT
PO BOX 145458CINCINNATIOH45250INVESTMENT MANAGEMENT$182,329
GENSPRING SUNTRUST PRIVATE WEALTH
150 SOUTH US HIGHWAY 1JUPITERFL33477INVESTMENT MANAGEMENT$146,300
SELECT EQUITY GROUP
380 LAFAYETTE STREETNEW YORKNY10003INVESTMENT ADVISORY$67,074
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$106,159,097AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,763,146AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$135,922,243TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$135,922,243AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,038,834CashDeemedCharitableAmt
Net Vl Noncharitable Assets$133,883,409NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,694,170MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,694,170MinimumInvestmentReturnAmt
Tax Based On Investment Income$307,387TaxBasedOnInvestmentIncomeAmt
Total Tax$307,387TotalTaxAmt
Distributable Before Adj$6,386,783DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,386,783DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,386,783DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,363,576ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Qualifying Distributions$1,363,576QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,363,576AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,386,783DistributableAsAdjustedAmt
Undistributed Income PY$1,192,363UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,363,576QualifyingDistributionsAmt
Applied To Year1$1,192,363AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$171,213AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$6,215,570UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBETSY H VERNER EXECUTIVE DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14401 NORTHSIDE PKWY STE 950AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4044193245RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AG RHODES HOME
2801 BUFORD HIGHWAY SUITE 500ATLANTAGA30329NONEPCPERMANENT ENDOWMENT (5-YEAR, $25,000 COMMITMENT; 4 OF 5)$5,000
AMERICAN RED CROSS
1955 MONROE DR NEATLANTAGA30324NONEPCHURRICANE DISASTER RELIEF$25,000
ATLANTA BOTANICAL GARDEN
1345 PIEDMONT AVENUE NEATLANTAGA30309NONEPCTO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION$25,000
ATLANTA RESOURCE FOUNDATION
579 PEACHTREE STREET PO BOX 20057ATLANTAGA30325NONEPCTO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION$5,000
ATLANTA SPEECH SCHOOL
3160 NORTHSIDE PARKWAYATLANTAGA30327NONEPCTO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION$75,000
CANINE ASSISTANTS
3160 FRANCIS ROADMILTONGA30004NONEPCGENERAL OPERATING SUPPORT$100,000
COMMUNITY FOUNDATION FOR GREATER ATLANTA (THE)
191 PEACHTREE STREET STE 1000ATLANTAGA30303NONEPCPARKER FAMILY CHARITABLE FUND$500,000
EMORY UNIVERSITY
1440 CLIFTON ROAD NE SUITE 170ATLANTAGA30322NONEPCGENERAL OPERATING SUPPORT$57,000
HOWARD SCHOOL (THE)
1192 FOSTER STREETATLANTAGA30318NONEPCCAPITAL CAMPAIGN (5-YEAR, $50,000 COMMITMENT; 3 OF 5)$10,000
HOWARD SCHOOL (THE)
1192 FOSTER STREETATLANTAGA30318NONEPCGENERAL OPERATING SUPPORT$10,000
LOVETT SCHOOL (THE)
4075 PACES FERRY ROADATLANTAGA30327NONEPCGENERAL OPERATING SUPPORT$105,000
ST SIMONS LAND TRUST
PO BOX 24615ST SIMONS ISLANDGA31522NONEPCMUSGROVE PLANTATION PHASE I (5-YEAR, $25,000 COMMITMENT; 4 OF 5)$5,000
UNIVERSITY OF GEORGIA (THE)
VISUAL ARTS BUILDINGATHENSGA306024102NONEPCFABRIC DESIGN DEPARTMENT, FRANKLIN COLLEGE OF ARTS AND SCIENCES$25,000
UNIVERSITY OF ROCHESTER
PO BOX 278996ROCHESTERNY14627NONEPCUNIVERSITY OF ROCHESTER MEDICAL CENTER, 3RD OF 3 PAYMENTS$80,000
WOODWARD ACADEMY
1662 RUGBY AVENUECOLLEGE PARKGA30337NONEPCTO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,102,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ATLANTA MISSION
2353 BOLTON ROAD PO BOX 20017ATLANTAGA30325NONEPCTO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION$200,000
ATLANTA SPEECH SCHOOL
3160 NORTHSIDE PARKWAYATLANTAGA30327NONEPCTO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION$200,000
CHATTAHOOCHEE NATURE CENTER
9135 WOLLEO ROADROSWELLGA30075NONEPCTO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION$100,000
COMMUNITY FOUNDATION FOR GREATER ATLANTA (THE)
191 PEACHTREE STREET STE 1000ATLANTAGA30303NONEPCRICHARD AND KAREN PARKER FAMILY CHARITABLE FUND$500,000
COMMUNITY FOUNDATION FOR GREATER ATLANTA (THE)
191 PEACHTREE STREET STE 1000ATLANTAGA30303NONEPCISOBEL AND JAMES T. MILLS FAMILY FUND$500,000
COMMUNITY FOUNDATION FOR GREATER ATLANTA (THE)
191 PEACHTREE STREET STE 1000ATLANTAGA30303NONEPCPARKER BENEVOLENT FUND$500,000
COVENANT HOUSE GEORGIA
1559 JOHNSON ROAD PO BOX 94465ATLANTAGA30377NONEPCTO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION$100,000
NORTH FULTON COMMUNITY CHARITIES
89 GROVE WAYROSWELLGA30075NONEPCTO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION$100,000
PATH FOUNDATION
PO BOX 14327ATLANTAGA30324NONEPCTO SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION$250,000
UNIVERSITY OF GEORGIA (THE)
VISUAL ARTS BUILDINGATHENSGA306024102NONEPCFABRIC DESIGN DEPARTMENT, FRANKLIN COLLEGE OF ARTS AND SCIENCES$51,578
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,501,578TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,753,412ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,084,220ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,837,632ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,837,632TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF WILLIAM A PARKER JRBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O FRASER-PARKER FOUNDATION 4401 NAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
Total Contributions$116,880,280TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVARIOUS SECURITIESNoncashPropertyDesc
Fair Market Value$113,705,187FairMarketValueAmt
Received2020-03-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$10,356Amt
Net Investment Income$5,178NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,178DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDS & FIXED INCOME MUTUAL FUNDSBondNm
EOY Book Value$5,331EOYBookValueAmt
EOYFMV$5,331EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DOMESTIC & FOREIGN COMMON STOCKS & EQUITY MUTUAL FUNDS$107,617,270$107,617,270
GENUINE PARTS CORPORATION COMMON$26,557,500$26,557,500

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$6,499,755USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$6,499,755USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BESPOKE PRIVATE STRATEGIES, LPFMV$1,054,363$1,054,363
GCP SPV LTDFMV$2,731$2,731

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,470LegalFeesAmt
Net Investment Income$147NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,323DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST/DIVIDENDS$2,457$278,837$278,837
FEDERAL NET INVESTMENT INCOME TAX RECEIVABLE$0$27,651$27,651
INVESTMENT SALE PROCEEDS IN TRANSIT$0$1,355,172$1,355,172

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES & EXPENSES$1,891$189$1,702
IT & TELEPHONE$580$58$522
ASSOCIATION & TEO DUES/MEMBERSHIPS$3,120$0$3,120
MISCELLANEOUS$5,564$556$5,008
NON-CAPITAL EQUIPMENT/REPAIRS$18,746$16$18,730

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED INVESTMENT PORTFOLIO APPRECIATION(DEPRECIATION)$3,116,045
UNREALIZED INVESTMENT GAIN(LOSS) ADJUSTMENT FOR K-1 PASS-THRU INCOME$18,426

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT CUSTODIAL & MANAGEMENT$432,707$432,580$127
PAYROLL, RETIREMENT & HR SERVICES$1,020$102$918
TECHNOLOGY SERVICES$665$67$599

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonESTATE OF WILLIAM A PARKER JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O SUNTRUST BANK PO BOX 4655 MAILAddressLine1Txt
Address Line2CODE GA-ATL-213AddressLine2Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30302ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$4,263$426$3,837
FEDERAL NET INVESTMENT INCOME EXCISE TAX$307,349$0$0
FOREIGN INVESTMENT TAXES$4,640$4,640$0