THE UNIVERSITY FINANCING FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE UNIVERSITY FINANCING FOUNDATION INC (EIN 58-1505902)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349103382
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:30:18-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 FOURTH AVENUE SUITE 3300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981041126 | 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 | 581505902 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY FINANCING FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4042149440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 PARKWAY PL NO 230 | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN T BYRNE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4042149440 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE M SEARING | PreparerPersonNm |
| PTIN | P00000565 | PTIN |
| Phone | 2067167000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.14.38.232 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 12:20:10 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 10987674FD5DC000B9E06FE529393C3AEAB5DE17 | 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 | $680,181,501 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $23,922 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78,941 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $85,229 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,129,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,200,459 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,200,459 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $25,555,138 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $21,134,348 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $25,555,138 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $6,398,376 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $16,564,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,744,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,255,349 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $17,886,508 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,042,785 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $17,886,508 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $61,160,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,711,882 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $44,727,334 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,355,484 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $471,571 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $471,571 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,883,913 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $680,185 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $680,185 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $680,185 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $395,739 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $105,827 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $105,827 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $289,912 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $307,673 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $142,561 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $165,112 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $142,561 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $205,971 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $102,985 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $102,985 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $102,986 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,704,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,421,902 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,300,309 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $404,326 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $17,323,635 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $17,323,635 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $17,323,635 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $391,184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $397,855 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $385,341 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,843 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,139,808 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,139,808 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $8,139,808 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $4,831,969 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,562,805 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $4,562,805 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $269,163 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $142,901 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $87,937 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $54,964 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,197 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $6,669 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $528 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,965,745 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,270,128 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,528,130 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $492,806 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,452,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,619,262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $38,860,314 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,647,002 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,497,446 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $253,270 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,949,572 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,619,262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $38,860,314 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,900,272 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,210,548 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,092,620 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,867,020 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $74,543,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,590,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,590,488 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,183,477 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,138,858 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,183,477 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,183,477 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,707,043 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,970,407 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,970,407 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $23,812,471 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,131,448 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,131,448 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,644,711 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,902,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,902,080 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,997,270 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,643,134 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,643,134 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $52,697,557 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $13,987,355 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $32,358,169 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $38,710,202 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $38,710,202 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $11,347,764 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,813,931 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,813,931 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $370,717,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,158,353 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $338,966,731 | LandBOYAmt |
| Land EOY | $304,558,844 | LandEOYAmt |
| Land EOYFMV | $304,558,844 | LandEOYFMVAmt |
| Other Assets BOY | $181,269,541 | OtherAssetsBOYAmt |
| Other Assets EOY | $169,677,490 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $169,677,490 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $705,786,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $680,181,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $680,181,501 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,805,787 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,013,962 | AccountsPayableEOYAmt |
| Grants Payable BOY | $102,025 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,296,800 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $3,913,960 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $11,828,445 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $648,969,505 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $587,716,309 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $666,791,277 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $614,855,516 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $38,994,854 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $65,325,985 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,994,854 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,325,985 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $705,786,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $680,181,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,994,854 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,210,548 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,120,583 | OtherIncreasesAmt |
| Subtotal | $65,325,985 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,325,985 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| ST - EUCLIDEAN FUND I, LP | P | 2019-12-31 | $41,580 | -$41,580 | -$41,580 | |
| LT - EUCLIDEAN FUND I, LP | P | 2019-12-31 | $277,209 | $277,209 | $277,209 | |
| ST - PUBLICLY TRADED STOCK | 2019-12-31 | $511,467 | $2,295 | $2,295 | $513,762 | |
| LT - PUBLICLY TRADED STOCK | 2019-12-31 | $2,687,656 | $2,786,149 | $2,786,149 | $5,473,805 | |
| ST - AP ENERGY INFRASTRUCTURE FUND | P | 2019-12-31 | $36,833 | -$36,833 | -$36,833 | |
| LT - AP ENERGY INFRASTRUCTURE FUND | P | 2019-12-31 | $14,445 | $14,445 | $14,445 | |
| GAIN OF SALE OF PROPERTY&EQUIP | P | 2019-12-31 | $41,473,818 | $15,570,250 | $15,570,250 | $57,044,068 |
| REALIZED GAIN/LOSS - SALE OF INVESTMENT | P | 2019-12-31 | $16,850 | $0 | $0 | $16,850 |
| CAPITAL LEASE | P | 2019-12-31 | $2,683,414 | $2,683,414 | $2,683,414 | |
| RETIREMENT OF CHARITABLE USE ASSETS | P | 2019-12-31 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,255,349 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$76,118 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1989-05-09 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TUFF.ORG | WebsiteAddressTxt |
| Individual With Books | KEVIN T BYRNE | IndividualWithBooksNm |
| Phone | 4042149440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 PARKWAY PLACE SUITE 230 | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS H HALL III | ||||||||
| 75 FIFTH STREET NW SUITE 1050 | ATLANTA | GA | 30308 | DIRECTOR, ASSISTANT SECRETARY | 5.50 | $81,200 | $47,400 | $0 |
| THOMAS H HALL III | ||||||||
| 75 FIFTH STREET NW SUITE 1050 | ATLANTA | GA | 30308 | DIRECTOR, CONSULTANT | 5.50 | $138,950 | $0 | $0 |
| THOMAS W VENTULETT III | ||||||||
| 75 FIFTH STREET NW SUITE 1050 | ATLANTA | GA | 30308 | DIRECTOR, SECRETARY | 5.50 | $79,950 | $43,400 | $0 |
| DAVID M MCKENNEY | ||||||||
| 75 FIFTH STREET NW SUITE 1050 | ATLANTA | GA | 30308 | DIRECTOR, TREASURER, AND ASST. SEC. | 5.50 | $79,200 | $38,400 | $0 |
| AJ ROBINSON | ||||||||
| 75 FIFTH STREET NW SUITE 1050 | ATLANTA | GA | 30308 | DIRECTOR | 5.50 | $75,250 | $47,400 | $0 |
| KEVIN T BYRNE | ||||||||
| 75 FIFTH STREET NW SUITE 1050 | ATLANTA | GA | 30308 | PRES, CEO, COO, ASST TREAS, ASST SEC | 40.00 | $945,000 | $180,008 | $15,600 |
| MASON AILSTOCK | ||||||||
| 75 FIFTH STREET NW SUITE 1050 | ATLANTA | GA | 30308 | VICE PRESIDENT-OPERATIONS | 40.00 | $123,461 | $48,219 | $0 |
| LISA A BEALL | ||||||||
| 1800 PARKWAY PLACE SUITE 230 | MARIETTA | GA | 30067 | CONTROLLER, ASST TREAS & ASST SEC | 40.00 | $194,000 | $73,884 | $0 |
| VICTOR R CLEMENTS | ||||||||
| 1800 PARKWAY PLACE SUITE 230 | MARIETTA | GA | 30067 | VICE PRESIDENT-ADMINISTRATION | 40.00 | $326,000 | $104,240 | $9,600 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| TERRI KEMP | ||||||||
| 1800 PARKWAY PLACE SUITE 230 | MARIETTA | GA | 30067 | PROJECT ACCOUNTANT | 40.00 | $93,900 | $35,156 | $0 |
| SHERRY BILLINGS | ||||||||
| 1800 PARKWAY PLACE SUITE 230 | MARIETTA | GA | 30067 | OFFICE MGR & EXEC AS | 40.00 | $74,095 | $28,566 | $0 |
| REBECCA SMITH | ||||||||
| 75 FIFTH ST SUITE 1050 | ATLANTA | GA | 30308 | EXECUTIVE ASSISTANT | 40.00 | $58,250 | $17,940 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GATEWAY DEVELOPMENT SERVICES | |||||
| 75 FIFTH STREET NW SUITE 1000 | ATLANTA | GA | 30308 | PROJECT DEVELOPMENT & CONSTRUCTION MANAGEMENT | $19,385,443 |
| GATEWAY FACILITY SERVICES LLC | |||||
| 75 FIFTH STREET NW SUITE 810 | ATLANTA | GA | 30308 | PROPERTY & ASSET MANAGEMENT | $923,750 |
| BLUE SKY PROPERTY MANAGEMENT LLC | |||||
| 4470 CHAMBLEE DUNWOODY ROAD | DUNWOODY | GA | 30338 | PROPERTY & ASSET MANAGEMENT | $354,167 |
| COLLABORATIVE REAL ESTATE LLC | |||||
| 75 FIFITH STREET NW SUITE 810 | ATLANTA | GA | 30308 | PROPERTY & ASSET MANAGEMENT | $228,971 |
| MCGUIRE WOODS LLP | |||||
| 1230 PEACHTREE ST NE UNIT 2100 | ATLANTA | GA | 30309 | LEGAL SERVICES | $216,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 11 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION FINANCES AND ACQUIRES CHARITABLE AND EDUCATIONAL FACILITIES AND EQUIOPMENT FOR THE BENEFIT OF TAX-EXEMPT SCHOOLS, COLLEGES, AND UNIVERSITIES AND OTHER TAX-EXEMPT EDUCATIONAL AND RESEARCH ORGANIZATIONS; AND, CONSISTENT WITH ITS EXEMPT CHARITABLE PURPOSES AND FUNCTIONS, THE FOUNDATION MAKES THE FACILITIES AND EQUIPMENT AVAILABLE TO SUCH TAX-EXEMPT ORGANIZATIONS AT RENTAL OR INTEREST RATES BELOW COST OF MARKET RATES FOR COMPARABLE FACILITIES. | Description1Txt |
| Expenses1 | $30,391,068 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOUISIANA STATE UNIVERSITY RESEARCH AND TECHNOLOGY FOUNDATION - LOAN TO UNIVERSITY FOR FINANCING CHARITABLE EXPENDITURES RELATING TO REAL ESTATE PLANNING ACTIVITIES. | Description1Txt |
| Expenses1 | $77,354 | Expenses1Amt |
| Description2 | ROSALIND FRANKLIN UNIVERSITY - LOAN TO UNIVERSITY FOR FINANCING THE DEVELOPMENT, CONSTRUCTION AND EQUIPPING OF AN APPROXIMATELY 100,000 SQUARE FOOT MULTI-TENANT RESEARCH AND EDUCATIONAL FACILITY. | Description2Txt |
| Expenses2 | $19,484,886 | Expenses2Amt |
| Total | $19,562,240 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $51,887,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,300,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $54,511,134 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $117,699,090 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $37,550,756 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $80,148,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,202,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,946,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,947,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,900,272 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $19,562,240 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $20,915,723 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $44,378,235 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,378,235 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1989-05-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,947,305 | CurrentYearAmt |
| Year1 | $3,984,683 | Year1Amt |
| Year2 | $3,525,842 | Year2Amt |
| Year3 | $3,260,268 | Year3Amt |
| Total | $14,718,098 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,355,209 | CurrentYearAmt |
| Year1 | $3,386,981 | Year1Amt |
| Year2 | $2,996,966 | Year2Amt |
| Year3 | $2,771,228 | Year3Amt |
| Total | $12,510,383 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $44,378,235 | CurrentYearAmt |
| Year1 | $255,709,853 | Year1Amt |
| Year2 | $5,619,532 | Year2Amt |
| Year3 | $5,530,385 | Year3Amt |
| Total | $311,238,005 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $253,270 | CurrentYearAmt |
| Year1 | $86,600 | Year1Amt |
| Year2 | $168,629 | Year2Amt |
| Year3 | $120,800 | Year3Amt |
| Total | $629,299 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $44,124,965 | CurrentYearAmt |
| Year1 | $255,623,253 | Year1Amt |
| Year2 | $5,450,903 | Year2Amt |
| Year3 | $5,409,585 | Year3Amt |
| Total | $310,608,706 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,631,537 | CurrentYearAmt |
| Year1 | $2,656,455 | Year1Amt |
| Year2 | $2,350,561 | Year2Amt |
| Year3 | $2,173,512 | Year3Amt |
| Total | $9,812,065 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN ANGLICAN COUNCIL | |||||||
| PO BOX 2868 | LOGANVILLE | GA | 30052 | PC | SPONSORSHIP | $1,600 | |
| THE ATLANTA BOTANICAL GARDEN INC | |||||||
| 1345 PIEDMONT AVENUE | NE ATLANTA | GA | 30309 | PC | SPONSORSHIP | $600 | |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 WEST PACES FERRY ROAD | NW ATLANTA | GA | 30305 | PC | SPONSORSHIP | $875 | |
| CHEROKEE GARDEN CLUB COMMUNITY FUND INC | |||||||
| 2500 WOODWARD WAY | ATLANTA | GA | 30305 | PC | SPONSORSHIP | $500 | |
| CHILDRENS HEALTHCARE OF ATLANTA | |||||||
| 1575 NORTHEAST EXWY FL 5 | ATLANTA | GA | 30329 | PC | SPONSORSHIP | $2,500 | |
| CUMBERLAND COMMUNITIES COMMUNICATIONS CORPORATION | |||||||
| PO BOX 27568 | KNOXVILLE | TN | 37927 | PC | SPONSORSHIP | $200 | |
| CURE CHILDHOOD CANCER INC | |||||||
| 200 ASHFORD CENTER NORTH SUITE 250 | ATLANTA | GA | 30338 | PC | SPONSORSHIP | $500 | |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | PC | SPONSORSHIP | $100 | |
| FORDHAM UNIVERSITY | |||||||
| 441 E FORDHAM ROAD FMH 512 | BRONX | NY | 10458 | PC | SPONSORSHIP | $150 | |
| GEORGIA COLLEGE & STATE UNIVERSITY FOUNDATION INC | |||||||
| 231 W HANCOCK STREET | MILLEDGEVILLE | GA | 31061 | PC | SPONSORSHIP | $500 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | PC | SPONSORSHIP | $97,600 | |
| HEALTHNETWORK FOUNDATION INC | |||||||
| 33 RIVER STREET HEALTHNETWORK | CHAGRIN FALLS | OH | 44022 | PC | SPONSORSHIP | $250 | FOUNDATION RIVER LEVEL |
| HIGHLANDS BIOLOGICAL FOUNDATION INC | |||||||
| 265 N 6TH ST HIGHLANDS | HIGHLANDS | NC | 28741 | PC | SPONSORSHIP | $1,100 | |
| HIGHLANDS LAND TRUST INC | |||||||
| PO BOX 1703 HIGHLANDS | HIGHLANDS | NC | 28741 | PC | SPONSORSHIP | $750 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST HILLSDALE | HILLSDALE | MI | 49242 | PC | SPONSORSHIP | $750 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 BOONE | BOONE | NC | 28607 | PC | SPONSORSHIP | $250 | |
| SHEPHERD CENTER FOUNDATION INC | |||||||
| 2020 PEACHTREE ROAD | ATLANTA | GA | 30309 | PC | SPONSORSHIP | $1,000 | |
| SUNSHINE ON A RANNEY DAY | |||||||
| 10800 ALPHARETTA HWY STE 208 625 | ROSWELL | GA | 30076 | PC | SPONSORSHIP | $300 | |
| THE BASCOM CORPORATION | |||||||
| 323 FRANKLIN RD | HIGHLANDS | NC | 28741 | PC | SPONSORSHIP | $500 | |
| THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA | |||||||
| 4 VANDERBILT PARK DRIVE SUITE 300 | ASHEVILLE | NC | 28803 | PC | SPONSORSHIP | $100 | |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE | WASHINGTON | DC | 20002 | PC | SPONSORSHIP | $250 | |
| THE HIGHLANDS HISTORICAL SOCIETY | |||||||
| PO BOX 670 | HIGHLANDS | NC | 28741 | PC | SPONSORSHIP | $100 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||||
| 118 COLLEGE DRIVE 5210 | HATTIEBURG | MS | 39406 | PC | SPONSORSHIP | $500 | |
| WHITEFIELD ACADEMY | |||||||
| ONE WHITEFIELD DRIVE | MABLETON | GA | 30126 | PC | SPONSORSHIP | $10,250 | |
| YOUNG LIFE ATLANTA PROJECT | |||||||
| 1750 THE EXCHANGE SUITE 200 | ATLANTA | GA | 30339 | PC | SPONSORSHIP | $10,000 | |
| ASSOCIATION OF UNIVERSITY RESEARCH PARKS | |||||||
| 9070 S RITA RD STE 1750 | TUCSON | AZ | 85747 | PC | SPONSORSHIP | $27,500 | |
| BOY SCOUTS OF AMERICA COUNCIL - ATLANTA AREA COUNCIL BOY SCOUTS OF AMERICA | |||||||
| ATLANTA AREA COUNCIL 1800 CIRCLE 75 | SE ATLANTA | GA | 30339 | PC | SPONSORSHIP | $2,500 | PKWY |
| BREAKING GROUND HDFC | |||||||
| 505 EIGHTH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | PC | SPONSORSHIP | $25,000 | |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| 155 OLD GREENVILLE HWY STE 10 | CLEMSON | SC | 29631 | PC | SPONSORSHIP | $250 | |
| E412 MINISTRIES INC | |||||||
| 11 BREEZY PALM WAY | SAVANNAH | GA | 31406 | PC | SPONSORSHIP | $300 | |
| FRIENDS OF THE GEORGIA ARCHIVES AND HISTORY INC | |||||||
| PO BOX 711 | MORROW | GA | 30260 | PC | SPONSORSHIP | $1,000 | |
| INTERNATIONAL BUSINESS INNOVATION ASSOCIATION INC | |||||||
| PO BOX 677279 | ORLANDO | FL | 32867 | PC | SPONSORSHIP | $3,000 | |
| METROPOLITAN ATLANTA CHAMBER OF COMMERCE INC | |||||||
| 191 PEACHTREE ST NE STE 3400 | ATLANTA | GA | 30303 | PC | SPONSORSHIP | $2,000 | |
| SAFEHOUSE OUTREACH INC | |||||||
| PO BOX 54098 | ATLANTA | GA | 30308 | PC | SPONSORSHIP | $120 | |
| SOUTHEASTERN MEDICAL DEVICE ASSOCIATION INC | |||||||
| 4651 WOODSTOCK RD STE 208 356 | ROSWELL | GA | 30075 | PC | SPONSORSHIP | $2,500 | |
| STATE SCIENCE AND TECH INSTITUTE | |||||||
| 5015 PINE CREEK DR | WESTERVILLE | OH | 43081 | PC | SPONSORSHIP | $5,000 | |
| CAMP OF COLORS INC | |||||||
| 106 PILGRIM VILLAGE DR | CUMMING | GA | 30040 | PC | SPONSORSHIP | $500 | |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | |||||||
| 191 PEACHTREE STREET NE SUITE 1000 | ATLANTA | GA | 30303 | PC | SPONSORSHIP | $20,000 | |
| THE ROTARY CLUB OF NORTH ATLANTA FOUNDATION INC | |||||||
| 4211 MISTY MORNING WAY | GAINESVILLE | GA | 30506 | PC | SPONSORSHIP | $650 | |
| UNIVERSITY INDUSTRY DEMONSTRATION PARTNERSHIP INC | |||||||
| 6156 SAINT ANDREWS RD STE 207 | COLUMBIA | SC | 29212 | PC | SPONSORSHIP | $2,750 | |
| ULI ATLANTA DISTRICT COUNCIL | |||||||
| 225 PEACHTREE ST | ATLANTA | GA | 30303 | PC | SPONSORSHIP | $1,125 | |
| UNIVERSITY SYSTEM OF GA FOUNDATION INC | |||||||
| 270 WASHINGTON ST SW 7002 | ATLANTA | GA | 30334 | PC | SPONSORSHIP | $25,000 | |
| VIRGINIA EPISCOPAL SCHOOL | |||||||
| 400 VIRGINIA EPISCOPAL SCHOOL | LYNCHBURG | VA | 24503 | PC | SPONSORSHIP | $850 | |
| WARM WHISPERS MINISTRIES INC | |||||||
| 810 JACKSON ST | LOCUST GROVE | GA | 30248 | PC | SPONSORSHIP | $1,500 | |
| YOUTH WITH A MISSION STRATEGIC FRONTIERS | |||||||
| 505 POPES BLUFF TRL | COLORADO SPRINGS | CO | 80907 | PC | SPONSORSHIP | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $253,270 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A BEACON OF HOPE WOMEN'S CENTER INC | |||||||
| 2750 OLD ALABAMA ROAD SUITE 150 | JOHNS CREEK | GA | 30022 | PC | GENERAL SUPPORT | $100 | |
| AMERICAN ANGLICAN COUNCIL | |||||||
| PO BOX 2868 | LOGANVILLE | GA | 30052 | PC | GENERAL SUPPORT | $2,500 | |
| THE ATLANTA BOTANICAL GARDEN INC | |||||||
| 1345 PIEDMONT AVENUE | NE ATLANTA | GA | 30309 | PC | GENERAL SUPPORT | $600 | |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 WEST PACES FERRY ROAD | NW ATLANTA | GA | 30305 | PC | GENERAL SUPPORT | $1,375 | |
| HIGHLANDS-CASHIERS CENTER FOR LIFE ENRICHMENT INC | |||||||
| PO BOX 2046 | HIGHLANDS | NC | 28741 | PC | GENERAL SUPPORT | $250 | |
| CHILDRENS HEALTHCARE OF ATLANTA | |||||||
| 1575 NORTHEAST EXWY FL 5 | ATLANTA | GA | 30329 | PC | GENERAL SUPPORT | $2,500 | |
| CUMBERLAND COMMUNITIES COMMUNICATIONS CORPORATION | |||||||
| PO BOX 27568 | KNOXVILLE | TN | 37927 | PC | GENERAL SUPPORT | $120 | |
| CURE CHILDHOOD CANCER INC | |||||||
| 200 ASHFORD CENTER NORTH SUITE 250 | ATLANTA | GA | 30338 | PC | GENERAL SUPPORT | $500 | |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY SUITE 410 | ROCKVILLE | MD | 20852 | PC | GENERAL SUPPORT | $600 | |
| FLORIDA INSTITUTE OF TECHNOLOGY INC | |||||||
| 150 W UNIVERSITY BLVD | MELBOURNE | FL | 32901 | PC | GENERAL SUPPORT | $1,000,000 | |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | PC | GENERAL SUPPORT | $150 | |
| FORDHAM UNIVERSITY | |||||||
| 441 E FORDHAM ROAD FMH 512 | BRONX | NY | 10458 | PC | GENERAL SUPPORT | $120 | |
| GEORGIA COLLEGE & STATE UNIVERSITY FOUNDATION INC | |||||||
| 231 W HANCOCK ST | MILLEDGEVILLE | GA | 31061 | PC | GENERAL SUPPORT | $500 | |
| GEORGIA TECH FOUNDATION INC | |||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | PC | GENERAL SUPPORT | $242,500 | |
| GRACE INTERNATIONAL CHILDRENS FOUNDATION USA INC | |||||||
| 5121 FM 359 | RICHMOND | TX | 77406 | PC | GENERAL SUPPORT | $500 | |
| HEALTHNETWORK FOUNDATION INC | |||||||
| 33 RIVER STREET HEALTHNETWORK | CHAGRIN FALLS | OH | 44022 | PC | GENERAL SUPPORT | $300 | FOUNDATION |
| HIGHLANDS CASHIERS HEALTH FOUNDATION INC | |||||||
| PO BOX 742 | HIGHLANDS | NC | 28741 | PC | GENERAL SUPPORT | $250 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | GENERAL SUPPORT | $1,000 | |
| HINRI LABS INC | |||||||
| 641 LORIDANS DR | NE ATLANTA | GA | 30342 | PC | GENERAL SUPPORT | $10,000 | |
| SEMPER FI & AMERICA'S FUND | |||||||
| BOX 555193 | CAMP PENDLETON | CA | 92055 | PC | GENERAL SUPPORT | $100 | |
| SKY VALLEY-SCALY MOUNTAIN VOLUNTEER AND RESCUE DEPARTMENT INCORPORATED | |||||||
| PO BOX 278 | SCALY MOUNTAIN | NC | 28775 | PC | GENERAL SUPPORT | $150 | |
| SUNSHINE ON A RANNEY DAY | |||||||
| 10800 ALPHARETTA HWY STE 208 625 | ROSWELL | GA | 30076 | PC | GENERAL SUPPORT | $300 | |
| THE BASCOM CORPORATION | |||||||
| 323 FRANKLIN RD | HIGHLANDS | NC | 28741 | PC | GENERAL SUPPORT | $1,250 | |
| BOYCE L ANSLEY SCHOOL INC | |||||||
| 435 PEACHTREE ST | ATLANTA | GA | 30308 | PC | GENERAL SUPPORT | $100 | |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE | NE WASHINGTON | DC | 20002 | PC | GENERAL SUPPORT | $250 | |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | PC | GENERAL SUPPORT | $300 | |
| THE SALVATION ARMY OF METRO ATLANTA | |||||||
| 1000 CENTER PLACE | NORCROSS | GA | 30093 | PC | GENERAL SUPPORT | $750 | |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||||
| 118 COLLEGE DRIVE 5210 | HATTIEBURG | MS | 39406 | PC | GENERAL SUPPORT | $500 | |
| WARM WHISPERS MINISTRIES INC | |||||||
| 810 JACKSON ST | LOCUST GROVE | GA | 30248 | PC | GENERAL SUPPORT | $1,836 | |
| WHITEFIELD ACADEMY INC | |||||||
| ONE WHITEFIELD DRIVE | MABLETON | GA | 30126 | PC | GENERAL SUPPORT | $10,000 | |
| YOUNG LIFE ATLANTA PROJECT | |||||||
| 1750 THE EXCHANGE SUITE 200 | ATLANTA | GA | 30339 | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,289,401 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| REAL ESTATE OPTION INCOME | $1,311,220 |
| ENERGY SERVICE REVENUE | $4,647,921 |
| MANAGEMENT FEES - REVENUE | $212,465 |
| INTEREST INCOME - PROGRAM RELATED | $11,714,552 |
| OTHER REVENUE | $350 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,567 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,355 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,129,979 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531190 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,420,790 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $20,957,800 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $176,548 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,564,573 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,427,357 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,888,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,844,308 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,160,120 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | THE FOUNDATION FINANCES AND ACQUIRES CHARITABLE AND EDUCATIONAL FACILITIES AND EQUIPMENT FOR THE BENEFIT OF TAX-EXEMPT SCHOOLS, COLLEGES, UNIVERSITIES AND OTHER TAX-EXEMPT EDUCATIONAL AND RESEARCH ORGANIZATIONS AND, CONSISTENT WITH ITS EXEMPT CHARITABLE PURPOSES AND FUNCTIONS, THE FOUNDATION MAKES THE FACILITIES AND EQUIPMENT AVAILABLE TO SUCH TAX-EXEMPT ORGANIZATIONS AT RENTAL OR INTEREST RATES BELOW COST OF MARKET RATES FOR COMPARABLE FACILITIES. |
| 1B | AT THE REQUEST OF TWO UNIVERSITIES, THE FOUNDATION RENOVATED A CENTRAL UTILITY PLANT LOCATED ON THE CAMPUS OF ONE OF THE UNIVERSITIES AND USES IT TO FURNISH STEAM, HOT WATER AND CHILLED WATER TO THOSE UNIVERSITIES AT BELOW COST OF MARKET RATES. |
| 1C | PREDEVELOPMENT SERVICES PROVIDED TO A UNIVERSITY FOR PLANNING THE DEVELOPMENT OF ITS REAL ESTATE AND ASSISTING THE UNIVERSITY WITH LONG TERM MASTER PLANNING FOR ITS CAMPUS FACILITIES AT BELOW COST OF MARKET RATES. |
| 1D | THE FOUNDATION FINANCES AND ACQUIRES CHARITABLE AND EDUCATIONAL FACILITIES AND EQUIPMENT FOR THE BENEFIT OF TAX-EXEMPT SCHOOLS, COLLEGES, UNIVERSITIES AND OTHER TAX-EXEMPT EDUCATIONAL AND RESEARCH ORGANIZATIONS AND, CONSISTENT WITH ITS EXEMPT CHARITABLE PURPOSES AND FUNCTIONS, THE FOUNDATION MAKES THE FACILITIES AND EQUIPMENT AVAILABLE TO SUCH TAX-EXEMPT ORGANIZATIONS AT RENTAL OR INTEREST RATES BELOW COST OF MARKET RATES FOR COMPARABLE FACILITIES. |
| 1E | OPTION AGREEMENT REVENUE FROM A CHARITABLE ORGANIZATION THAT GIVES THE CHARITABLE ORGANIZATION THE OPTION TO PURCHASE THE REAL ESTATE CURRENTLY IN DEVELOPMENT WITH THE FOUNDATION. |
| 4 | IRC SECTION 103 TAX EXEMPT INTEREST INCOME |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $205,971 | Amt |
| Net Investment Income | $102,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $102,985 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $102,986 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - BONDS | BondNm |
| EOY Book Value | $9,643,134 | EOYBookValueAmt |
| EOYFMV | $9,643,134 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - STOCKS | StockNm |
| EOY Book Value | $38,902,080 | EOYBookValueAmt |
| EOYFMV | $38,902,080 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,131,448 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,131,448 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $16,813,931 | BookValueAmt |
| EOYFMV | $16,813,931 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $307,673 | LegalFeesAmt |
| Net Investment Income | $142,561 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $165,112 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $142,561 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $1,549,443 | $2,771,172 | $2,771,172 |
| ACCRUED RENT RECEIVABLE | $10,501,654 | $3,477,296 | $3,477,296 |
| LEASE RECEIVABLE | $114,377,380 | $108,893,267 | $108,893,267 |
| PROGRAM RELATED INVESTMENTS - NOTES RECEIVABLE | $54,841,064 | $54,535,755 | $54,535,755 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (27 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER EXPENSE | $55,564 | $0 | $0 | $55,564 |
| INSURANCE | $184,653 | $92,039 | $92,039 | $92,614 |
| DUES AND SUBSCRIPTIONS | $50,888 | $14,788 | $14,788 | $36,100 |
| LICENSES | $5,005 | $0 | $0 | $5,005 |
| SUPPLIES | $37,980 | $0 | $0 | $37,980 |
| REPAIRS AND MAINTENANCE | $402,734 | $399,013 | $399,013 | $3,721 |
| CLEANING | $448,211 | $448,211 | $448,211 | $0 |
| EQUIPMENT RENTAL | $4,339 | $0 | $0 | $4,339 |
| SECURITY | $442,335 | $442,335 | $442,335 | $0 |
| PARKING | $14,862 | $0 | $0 | $14,862 |
| TELEPHONE | $86,542 | $16,468 | $17,098 | $69,444 |
| OFFICE EXPENSES | $37,954 | $21,108 | $21,180 | $16,775 |
| PROFESSIONAL DEVELOPMENT | $46,144 | $0 | $0 | $46,144 |
| SEMINARS | $51,319 | $0 | $51,319 | $0 |
| LEASING COMMISSION EXPENSE | $71,520 | $71,520 | $71,520 | $0 |
| TENANT RELATIONS | $74,688 | $74,688 | $74,688 | $0 |
| BANK CHARGES | $36,504 | $31,868 | $31,868 | $4,637 |
| ADMINISTRATION | $101,260 | $63,542 | $101,260 | $0 |
| MISCELLANEOUS | $11,166 | $5,066 | $11,166 | $0 |
| RESERVE FUND EXPENSE | $538,991 | $538,991 | $538,991 | $0 |
| CONDO FEES | $1,612,741 | $1,612,741 | $1,612,741 | $0 |
| AMORTIZATION | $342,911 | $342,911 | $342,911 | $0 |
| LOAN SERVICING FEES | $25,000 | $25,000 | $25,000 | $0 |
| ESTIMATE SUSPENSE WRITE - OFF | $232,002 | $0 | $232,002 | $0 |
| DEDUCTIONS FROM PARTNERSHIP INVESTMENTS | $0 | $69,839 | $0 | $0 |
| CASH TO ACRUAL ADJUSTMENT | $0 | $0 | $0 | $55,189 |
| LEASE CHARGE FUND EXPENSES | $50,432 | $0 | $0 | $50,432 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASS THROUGH INVESTMENTS | $0 | $17,013 | $0 |
| REAL ESTATE OPTION INCOME | $1,311,220 | $1,311,220 | $1,311,220 |
| ENERGY SERVICE REVENUE | $4,647,921 | $0 | $4,647,921 |
| MANAGEMENT FEES - REVENUE | $212,465 | $0 | $212,465 |
| INTEREST INCOME - PROGRAM RELATED | $11,714,552 | $11,714,552 | $11,714,552 |
| OTHER REVENUE | $350 | $0 | $350 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $9,120,583 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| BONDS PAYABLE | $302,533,864 | $235,293,843 |
| SUNTRUST BANK LOAN | $59,135,000 | $58,606,711 |
| LINE OF CREDIT | $15,000,000 | $41,000,000 |
| SECURITY DEPOSITS | $189,983 | $189,983 |
| OBLIGATION TO FUND NOTES RECEIVABLE | $26,110,658 | $6,625,772 |
| CGA MORTGAGE CAPITAL, LLC | $246,000,000 | $246,000,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL SERVICES | $1,680,685 | $1,093,508 | $1,276,359 | $404,326 |
| INVESTMENT MANAGEMENT FEES | $479,660 | $784,104 | $479,660 | $0 |
| ASSET MANAGEMENT FEES | $544,290 | $544,290 | $544,290 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PERSONAL PROPERTY TAXES | $391,184 | $385,341 | $385,341 | $5,843 |
| FOREIGN TAX | $0 | $12,514 | $0 | $0 |