THE KELIN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE KELIN FOUNDATION (EIN 58-6412965)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349104172
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T13:37:50-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581673613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT THRASHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY 700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | 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 | 586412965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KELIN FOUNDATION (FKA THE HOLDER | BusinessNameLine1Txt |
| Business Name Line2 | CONSTRUCTION FOUNDATION) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELI | BusinessNameControlTxt |
| Phone | 7709883283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY NO 1200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID O'HAREN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7709883283 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL THRASHER | PreparerPersonNm |
| PTIN | P01318597 | PTIN |
| Phone | 7703962200 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.171.128.149 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 13:03:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FB0419BC14C093FDC151B6D46C6FC5FBAA6F8FCE | 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 | $19,442,598 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,075,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $475,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $475,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,293 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,175,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,293 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,595,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $520,988 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,669 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,835 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,534 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,768 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,703 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,353 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,691,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,691,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,771,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,731,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,824,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $520,988 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $210,681 | CashBOYAmt |
| Cash EOY | -$555,178 | CashEOYAmt |
| Cash EOYFMV | -$555,178 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,903,266 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,794,111 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,794,111 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,478 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,478 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,478 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,478 | AcctRcvblEOYFMVAmt |
| Corporate Bonds BOY | $10,191,587 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,866,390 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,199,187 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $16,310,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,109,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,442,598 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,310,012 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,109,801 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,310,012 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,109,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,310,012 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,109,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,310,012 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,824,285 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,134,297 | SubtotalAmt |
| Other Decreases | $24,496 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,109,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,297,435 | $1,264,015 | $33,420 | $33,420 |
| PUBLICLY TRADED SECURITIES | P | $1,623,282 | $1,613,645 | $9,637 | $9,637 |
| PUBLICLY TRADED SECURITIES | P | $255,164 | $252,928 | $2,236 | $2,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,293 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,887,848 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,557,794 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.150333 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,734,425 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,945,213 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.174398 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,108,790 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,532,082 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.279974 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,993,444 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,283,045 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.317274 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,067,538 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,280,196 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.202178 | DistributionYr5Rt |
| Total Distribution | 1.124157 | TotalDistributionRt |
| Average Distribution | 0.224831 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,107,568 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,621,481 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,210 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,626,691 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,731,353 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,380 | OverpaymentAmt |
| Applied To ES Tax | $2,380 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID O'HAREN | IndividualWithBooksNm |
| Phone | 7709883283 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY SUITE 1200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 M HOLDER | ||||||||
| 3300 RIVERWOOD PARKWAY SUITE 1200 | ATLANTA | GA | 30339 | DISTRIBUTION COMMITTEE | 3.00 | $0 | $0 | $0 |
| DAVID O'HAREN | ||||||||
| 3300 RIVERWOOD PARKWAY SUITE 1200 | ATLANTA | GA | 30339 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ELIZABETH D HOLDER | ||||||||
| 3300 RIVERWOOD PARKWAY SUITE 1200 | ATLANTA | GA | 30339 | DISTRIBUTION COMMITTEE | 2.00 | $0 | $0 | $0 |
| LINDSEY HOLDER | ||||||||
| 3300 RIVERWOOD PARKWAY SUITE 1200 | ATLANTA | GA | 30339 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KELSEY HOLDER | ||||||||
| 3300 RIVERWOOD PARKWAY SUITE 1200 | ATLANTA | GA | 30339 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,833,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,515,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,478 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,352,861 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,352,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $245,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,107,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $805,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $805,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,420 | TotalTaxAmt |
| Distributable Before Adj | $794,958 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $794,958 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $794,958 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,731,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,731,353 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,731,353 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $794,958 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $803,629 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,679,398 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,733,462 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,241,515 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,266,012 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,724,016 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,731,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $794,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,936,395 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,660,411 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $803,629 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,856,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,679,398 | ExcessFromYear4Amt |
| Excess From Year3 | $1,733,462 | ExcessFromYear3Amt |
| Excess From Year2 | $1,241,515 | ExcessFromYear2Amt |
| Excess From Year1 | $1,266,012 | ExcessFromYear1Amt |
| Excess From Current Year | $1,936,395 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID O'HAREN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY SUITE 1200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7709883283 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN OR VERBAL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFYING CHARITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGNES SCOTT COLLEGE | |||||||
| 141 E COLLEGE AVENUE | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING FUNDS | $435,000 |
| ATLANTA BALLET | |||||||
| 1695 MARIETTA BOULEVARD NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| BREAKTHROUGH ATLANTA | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | |||||||
| 11030 15TH STREET NW SUITE 200 EAST | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING FUNDS | $25,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||||
| 1687 TULLIE CIRCLE | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING FUNDS | $1,015,000 |
| CHRIS 180 INC | |||||||
| 1017 FAYETTEVILLE RD SE B | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING FUNDS | $15,000 |
| COVENANT HOUSE GEORGIA | |||||||
| 1559 JOHNSON ROAD NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| EAST LAKE FOUNDATION | |||||||
| 2606 ALSTON DRIVE SE | ATLANTA | GA | 30317 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| FIRST TEE OF ATLANTA INC | |||||||
| 1053 CASCADE CIRCLE SW | ATLANTA | GA | 30311 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| FOUNDATION OF WESLEY WOODS INC | |||||||
| 1817 CLIFTON ROAD NE | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING FUNDS | $6,000 |
| GEORGIA HISTORICAL SOCIETY | |||||||
| 501 WHITAKER STREET | SAVANNAH | GA | 31401 | NONE | PC | GENERAL OPERATING FUNDS | $120,000 |
| GEORGIA RESEARCH ALLIANCE | |||||||
| 191 PEACHTREE ST NE 849 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| GEORGIA TECH ALUMNI ASSOCIATION | |||||||
| 190 NORTH AVE NW | ATLANTA | GA | 30313 | NONE | PC | GENERAL OPERATING FUNDS | $15,000 |
| JOHNNY MAC SOLDIERS FUND | |||||||
| 42395 RYAN RD STE 112-242 | ASHBURN | VA | 20148 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| MERCER UNIVERSITY | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | NONE | PC | GENERAL OPERATING FUNDS | $100,000 |
| PATH FOUNDATION | |||||||
| PO BOX 14327 | ATLANTA | GA | 30324 | NONE | PC | GENERAL OPERATING FUNDS | $30,000 |
| REDEFINED ATLANTA | |||||||
| INFOREDEFINEDATLANTAORG | ATLANTA | GA | 30067 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| ROADSAFE AMERICA | |||||||
| PO BOX 191502 | ATLANTA | GA | 31119 | NONE | PC | GENERAL OPERATING FUNDS | $3,000 |
| SKYLAND TRAIL | |||||||
| 1961 NORTH DRUID HILLS ROAD NE | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING FUNDS | $112,000 |
| ST SIMONS LAND TRUST | |||||||
| 1624 FREDERICA RD 6 | SAINT SIMONS ISLAND | GA | 31522 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| THE GEORGIA TRUST FOR HISTORIC PRESERVATION | |||||||
| 1516 PEACHTREE ST NW | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| THE GREENLIGHT FUND | |||||||
| 120 ST JAMES AVE 6TH FLOOR | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING FUNDS | $20,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 600 W PEACHTREE ST NW 1840 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| VOICES FOR GEORGIA'S CHILDREN | |||||||
| 75 MARIETTA ST NW | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| WESTSIDE FUTURE FUND | |||||||
| 261 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING FUNDS | $300,000 |
| WOODRUFF ARTS CENTER | |||||||
| 1280 W PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING FUNDS | $7,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PC | GENERAL OPERATING FUNDS | $20,000 |
| ZOO ATLANTA | |||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING FUNDS | $100,000 |
| YWCA OF GREATER ATLANTA | |||||||
| 957 NORTH HIGHLAND AVENUE NORTHEAST | ATLANTA | GA | 30306 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| THOMASVILLE ANTIQUES SHOW FOUNDATION | |||||||
| 2057 GEORGIA HIGHWAY 122 | THOMASVILLE | GA | 31757 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| EMORY UNIVERSITY | |||||||
| 201 DOWMAN DR | ATLANTA | GA | 30322 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| THE KINDEZI SCHOOL | |||||||
| 386 PINE ST NE | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING FUNDS | $35,000 |
| ATLANTA BELTLINE PARTNERSHIP | |||||||
| 112 KROG ST NE 14 | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING FUNDS | $50,000 |
| GROVE PARK FOUNDATION | |||||||
| 1566 DONALD LEE HOLLOWELL PKWY NW A | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING FUNDS | $25,000 |
| OUT TEACH | |||||||
| ONE THOMAS CIRCLE SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING FUNDS | $15,000 |
| HILLELS OF GEORGIA | |||||||
| 735 GATEWOOD RD NE | ATLANTA | GA | 30322 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| EMORY WINSHIP CANCER | |||||||
| 1365 CLIFTON RD | ATLANTA | GA | 30322 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| AGAPE YOUTH & FAMILY | |||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| COASTAL GEORGIA | |||||||
| 1 COLLEGE DR | BRUNSWICK | GA | 31520 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| ATLANTA BICYCLE COALITION | |||||||
| 889 WYLIE ST SE | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| SYNCHRONICITY THEATRE | |||||||
| 545 PEACHTREE ST NE 102 | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| GEORGIA TECH FOUNDATION | |||||||
| 760 SPRING ST NW SUITE 400 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING FUNDS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,691,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $475,695 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,293 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $520,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $520,988 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| HOLDER CONSTRUCTION | ||||||
| 1 | 3300 RIVERWOOD PARKWAY SUITE 1200 | ATLANTA | GA | 30339 | $5,000,000 | Yes (X) |
| CENTENNIAL OLYMPIC PARK RETURN OF CONTRIBUTION | ||||||
| 2 | 285 ANDREW YOUNG INTERNATIONAL BLVD | ATLANTA | GA | 30313 | $75,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY [2327] - CORPORATE BONDS | BondNm |
| EOY Book Value | $13,866,390 | EOYBookValueAmt |
| EOYFMV | $14,199,187 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $24,496 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $25 | $0 | $13 |
| MANAGEMENT FEES | $30,000 | $0 | $15,000 |
| TAXES AND LICENSES | $17,509 | $0 | $8,755 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROGRAM DEVELOPMENT COSTS | CategoryTxt |
| Amt | $29,669 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,835 | DisbursementsCharitablePrpsAmt |