NCR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NCR FOUNDATION (EIN 31-6030860)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349104336
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:05:28-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 NORTH FRANKLIN ST STE 2400 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | 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 | 316030860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NCR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KELLY MOYER | InCareOfNm |
| Business Name Control | NCRF | BusinessNameControlTxt |
| Phone | 8002255627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 864 SPRING STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY MOYER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7706883067 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE A MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 8132254800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.82.130.55 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 31603020203215000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5E34445E1FBA90771405E73CB679272E14DED878 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 72F5F6D1F76EF8AF5F99F0B2CFEEE069FB5706A9 | 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 | $21,843,223 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,861 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,861 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,259,758 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,259,758 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $501,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,425,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $501,935 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,765,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,765,554 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $32 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $32 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $105,256 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $105,256 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,323 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,587 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,797 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,790 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,198 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,423,202 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,423,202 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,570,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,432,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,195,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,656,469 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,880,880 | CashBOYAmt |
| Cash EOY | $6,218 | CashEOYAmt |
| Cash EOYFMV | $6,218 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,014,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,014,736 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $1,000,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $3,000,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $3,000,000 | GrantsReceivableEOYFMVAmt |
| Corporate Stock BOY | $13,276,543 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,533,670 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,963,179 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $928,512 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,728,455 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,843,487 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $13,481 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,603 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,603 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,099,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,298,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,843,223 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,705 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,000 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $5,445 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,705 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,445 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,096,771 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $21,292,237 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,096,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,292,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,099,476 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,298,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,099,476 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,195,154 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,294,630 | SubtotalAmt |
| Other Decreases | $2,393 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,292,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BLACKROCK EQUITY INDEX NL FUND B | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $9,425,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,923,065 | CostOrOtherBasisAmt |
| Gain Or Loss | $501,935 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $501,935 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $501,935 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,484,774 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,272,897 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081256 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,421,397 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,221,448 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082536 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,273,569 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,900,758 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080095 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $917,241 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,970,535 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06127 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,064,286 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,348,518 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069341 | DistributionYr5Rt |
| Total Distribution | 0.374498 | TotalDistributionRt |
| Average Distribution | 0.0749 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,802,732 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,108,725 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,565 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,125,290 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,432,992 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $16,565 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,565 | SubtotalAmt |
| Tax Based On Investment Income | $16,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,070 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,070 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,505 | OverpaymentAmt |
| Applied To ES Tax | $15,505 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY MOYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7706883067 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 864 SPRING ST NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRANK MARTIRE | ||||||||
| 864 SPRING STREET NW | ATLANTA | GA | 30308 | TRUSTEE, PRESIDENT | 0.1 | $0 | $0 | $0 |
| ANDRE FERNANDEZ | ||||||||
| 864 SPRING STREET NW | ATLANTA | GA | 30308 | TRUSTEE, VICE PRESIDENT | 0.1 | $0 | $0 | $0 |
| DAVID WILKINSON | ||||||||
| 864 SPRING STREET NW | ATLANTA | GA | 30308 | TRUSTEE | 0.1 | $0 | $0 | $0 |
| MITHU BHARGAVA | ||||||||
| 864 SPRING STREET NW | ATLANTA | GA | 30308 | TRUSTEE | 0.1 | $0 | $0 | $0 |
| MARIJA ZIVANOVIC-SMITH | ||||||||
| 864 SPRING STREET NW | ATLANTA | GA | 30308 | TRUSTEE, SECRETARY | 0.1 | $0 | $0 | $0 |
| DENISE SCHLITT | ||||||||
| 864 SPRING STREET NW | ATLANTA | GA | 30308 | TREASURER | 0.1 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NCR CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 864 SPRING STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATIVE SVCS | ServiceTypeTxt |
| Compensation | $101,206 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATION | Description1Txt |
| Description2 | HEALTH-RELATED SUPPORT PROGRAM | Description2Txt |
| Description3 | DISABILITY ISSUES | Description3Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,634,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,393,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,028,154 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,028,154 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,802,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $740,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $740,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,565 | TotalTaxAmt |
| Distributable Before Adj | $723,572 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $723,572 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $723,572 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,432,992 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,432,992 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,565 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,416,427 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $723,572 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $338,288 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $194,235 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $495,935 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $590,531 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $595,939 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,214,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,432,992 | QualifyingDistributionsAmt |
| Applied To Current Year | $723,572 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $709,420 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,924,348 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $338,288 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,586,060 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $194,235 | ExcessFromYear4Amt |
| Excess From Year3 | $495,935 | ExcessFromYear3Amt |
| Excess From Year2 | $590,531 | ExcessFromYear2Amt |
| Excess From Year1 | $595,939 | ExcessFromYear1Amt |
| Excess From Current Year | $709,420 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | YVONNE WHITAKER NCR CORPORATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 864 SPRING STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002255627 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS REQUESTING CONTRIBUTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO LIMITATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| WESTSIDE FUTURE FUND | ||||||||
| 1300 Joseph E Boone Blvd | SUITE 16 | ATLANTA | GA | 30314 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $200,000 |
| JUNIOR ACHIEVEMENT OF GEORGIA | ||||||||
| 275 NORTHSIDE DRIVE NW | BLDG C 3RD FLOOR | ATLANTA | GA | 30314 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $150,000 |
| SCIENCE SPARK | ||||||||
| 3663 LONE DOVE LN | ENCINITAS | CA | 92024 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $120,000 | |
| US FIRST ROBOTICS | ||||||||
| 200 BEDFORD ST | MANCHESTER | NH | 03101 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $100,000 | |
| EASTLAKE GOLF CLUB | ||||||||
| 2606 ALSTON DRIVE | ATLANTA | GA | 30317 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $100,000 | |
| Humanitarian Aid Divac | ||||||||
| 18704 S 114TH AVENUE | MOKENA | IL | 60448 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $99,869 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $55,000 | |
| GEORGIA AQUARIUM | ||||||||
| 225 BAKER ST NW | ATLANTA | GA | 30313 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $50,000 | |
| ATLANTA SCIENCE FESTIVAL | ||||||||
| 191 PEACHTREE ST NE | SUITE 3400 | ATLANTA | GA | 30303 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $50,000 |
| LIFELINE HUMANITARIAN ORGANIZATION | ||||||||
| 845 3RD AVENUE | SUITE 1400 | NEW YORK | NY | 10022 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $40,000 |
| CHILDREN'S MUSEUM OF ATLANTA | ||||||||
| 275 CENTENNIAL OLYMPIC PARK DR | ATLANTA | GA | 30313 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $33,333 | |
| WOODRUFF ARTS CENTER | ||||||||
| 1280 PEACHTREE S NE | ATLANTA | GA | 30309 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $30,000 | |
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $25,000 | |
| UNIVERSITY OF GEORGIA FOUNDATION | ||||||||
| 394 S MILLEDGE AVENUE | ATHENS | GA | 30605 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $25,000 | |
| GIRLS INC OF WORCESTER | ||||||||
| 125 PROVIDENCE STREET | WORCESTER | MA | 01604 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $25,000 | |
| STEP AFRIKA | ||||||||
| 1333 H STREET NE | WASHINGTON | DC | 20002 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $20,000 | |
| WOMEN IN TECHNOLOGY | ||||||||
| 1175 PEACHTREE ST NE | COLONY 100 | ATLANTA | GA | 30361 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $20,000 |
| GEORGIA STATE UNIVERSITY FOUNDATION | ||||||||
| 1 PARK PLACE | SUITE 533 | ATLANTA | GA | 30301 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $10,000 |
| ATLANTA SHAKESPEARE THEATRE COMPANY | ||||||||
| 499 PEACHTREE ST NE | ATLANTA | GA | 30308 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $10,000 | |
| NCR SCHOLARSHIP PROGRAM | ||||||||
| 864 SPRING STREET NW | ATLANTA | GA | 30308 | SEE ATTACHMENT | PC | TO BE USED FOR ORG. C(3) PURPOSES | $80,000 | |
| THE HENRY W GRADY HEALTH SYSTEM FOUNDATION | ||||||||
| 191 PEACHTREE ST NE | SUITE 820 | ATLANTA | GA | 30303 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $75,000 |
| MEDSHARE INTERNATIONAL | ||||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $50,000 | |
| TEAM JACK FOUNDATION | ||||||||
| 47640 E HWY 20 | SUITE 2 | ATKINSON | NE | 68713 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $5,000 |
| REACH OUT AND READ | ||||||||
| 89 SOUTH ST | SUITE 201 | BOSTON | MA | 02111 | N/A | PC | TO BE USED FOR ORG. C(3) PURPOSES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,423,202 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,861 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,259,758 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $501,935 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,765,554 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,765,554 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NCR CORPORATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 864 SPRING STREET NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NCR Foundation is registered with the Attorney General pursuant to Ohio's Charitable Trust Act. This is a statement that NCR Foundation has furnished a Verification of Filing with the Internal Revenue Service to the State of Ohio Office of the Attorney General. A copy of Form 990-PF is no longer required by the State of Ohio. This complies with the Administrative Rules and Regulations of Ohio's Charitable Trust Act. The Foundation will provide a copy of the current year Form 990-PF to the State of Georgia Attorney General. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BGI U.S. DEBT INDEX FUND | BondNm |
| EOY Book Value | $4,728,455 | EOYBookValueAmt |
| EOYFMV | $4,843,487 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BGI EQUITY INDEX FUND | StockNm |
| EOY Book Value | $5,533,670 | EOYBookValueAmt |
| EOYFMV | $5,963,179 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED TAXES | $6,411 | $0 | $0 |
| TAXES RECEIVABLE | $7,070 | $15,603 | $15,603 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,393 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $3,797 | $3,797 | |
| MEMBERSHIP FEES | $9,790 | $9,790 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES | Desc |
| EOY Book Value | $5,445 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NCR ADMINISTRATION FEES | $101,206 | $101,206 |
| INVESTMENT MANAGEMENT FEES | $4,050 | $4,050 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $28,323 | Amt |