CLAUDE P COOKSR CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CLAUDE P COOKSR CHARITABLE TRUST (EIN 33-6339018)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-08
- IRS object ID
- 201911289349101201
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T14:55:34-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043695267 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNITH D MCLEOD CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2048 TRIMLESTON RD | AddressLine1Txt |
| City | STATHAM | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336339018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAUDE P COOKSR CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COOK | BusinessNameControlTxt |
| Phone | 4045887678 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUNTRUST BANK POBOX 4418 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUNTRUST BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4045887678 | PhoneNum |
| Signature | 2019-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNITH D MCLEOD | PreparerPersonNm |
| PTIN | P00143383 | PTIN |
| Phone | 9125390350 | PhoneNum |
| Preparation | 2019-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.237.254.71 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-08 | IPDt |
| IP Tm | 14:55:34 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 129F3B63F214C92A73EECE385CD457F6625D2C73 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 129F3B63F214C92A73EECE385CD457F6625D2C73 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,160,304 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $530 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $530 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,877,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,638 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $122,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,310 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $25,271 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,271 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,072 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,022 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,677 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $56,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $356,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $356,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $412,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $356,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$290,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,290 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $136,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,516 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,516 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,703 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,175 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,175 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,458,863 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,301,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,726,656 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,059,751 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $982,638 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $983,857 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $300,438 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $25,350 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $275,088 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $275,088 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $367,100 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,931,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,641,733 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,160,304 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,931,908 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,641,733 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,931,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,641,733 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,931,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,641,733 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,931,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$290,175 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,641,733 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,641,733 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,760,523 | $1,844,410 | -$83,887 | -$83,887 |
| PUBLICLY TRADED SECURITIES | P | $1,088,374 | $972,342 | $116,032 | $116,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,638 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $503,830 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,708,707 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.135851 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $479,883 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,960,933 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.121154 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $258,184 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,323,319 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059719 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $212,128 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,532,272 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046804 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $202,437 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,550,010 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044492 | DistributionYr5Rt |
| Total Distribution | 0.408020 | TotalDistributionRt |
| Average Distribution | 0.081604 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,389,825 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $276,623 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $713 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $277,336 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $356,000 | 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 | $713 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $713 | SubtotalAmt |
| Tax Based On Investment Income | $713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,175 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,175 | TotalPaymentsAndCreditsAmt |
| Overpayment | $462 | OverpaymentAmt |
| Applied To ES Tax | $462 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNITH D MCLEOD CPA PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9125390350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2048 TRIMLESTON ROAD | AddressLine1Txt |
| City | STATHAM | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST BANK | BusinessNameLine1Txt |
| Business Name Line2 | MELISSA K JACKSON | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 4418 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,963,899 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $368,539 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,441,447 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,441,447 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,389,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $169,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $169,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $713 | TotalTaxAmt |
| Distributable Before Adj | $168,778 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $168,778 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $168,778 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $356,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $356,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $713 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $355,287 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,778 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $104,762 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $320,735 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $425,497 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $356,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $168,778 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $187,222 | RemainingDistriFromCorpusAmt |
| Total Corpus | $612,719 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $612,719 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $104,762 | ExcessFromYear2Amt |
| Excess From Year1 | $320,735 | ExcessFromYear1Amt |
| Excess From Current Year | $187,222 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DISTRIBUTION COMMITTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 541 BURKETTS FERRY ROAD | AddressLine1Txt |
| City | HAZLEHURST | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9123752712 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST DETAILING PURPOSE OF FUNDING AND VERIFICATION OF SEC 501(C)(3) STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | SECTION 501(C)(3) ORGANIZATIONS IN JEFF DAVIS COUNTY, GA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEFF DAVIS CO BOARD OF EDUCATION | ||||||
| 156 COLLINS STREET | HAZLEHURST | GA | 31539 | NONE | TENNIS PROGRAM | $3,000 |
| EMORY UNIVERSITY | ||||||
| 1440 CLIFTON ROAD NE | ATLANTA | GA | 30322 | NONE | RENAL CELL CARCINOMA RESEARCH | $75,000 |
| EMORY UNIVERSITY | ||||||
| 1440 CLIFTON ROAD NE | ATLANTA | GA | 30322 | NONE | ALZHEIMER RESEARCH | $75,000 |
| JEFF DAVIS HOSPITAL | ||||||
| POB 1690 163 S TALLAHASS | HAZLEHURST | GA | 31539 | NONE | BUILDING FUND - ADD ROOMS | $100,000 |
| JEFF DAVIS CO BOARD OF EDUCATION | ||||||
| 156 COLLINS STREET | HAZLEHURST | GA | 31539 | NONE | FOOTBALL PROGRAM - UNIFORMS | $10,000 |
| PHEBES HOME | ||||||
| 259 TOWNS BLUFF ROAD | HAZLEHURST | GA | 31539 | NONE | WOMENS & ORPHANS BUILDING PROJECT | $75,000 |
| JEFF DAVIS CO BOARD OF EDUCATION | ||||||
| 156 COLLINS STREET | HAZLEHURST | GA | 31539 | NONE | WRESTLING PROGRAM | $15,000 |
| JEFF DAVIS CO BOARD OF EDUCATION | ||||||
| 156 COLLINS STREET | HAZLEHURST | GA | 31539 | NONE | TENNIS PROGRAM | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $356,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $530 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $61,142 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $60,638 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $122,310 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,310 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| KENNITH D. MCLEOD, CPA | $2,650 |
| SUNTRUST TAX PREP FEE | $300 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BUILDING - HWY 341N | PropertyDesc |
| Acquired | 2001-12-25 | AcquiredDt |
| Cost Or Other Basis | $300,348 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $25,350 | PriorYearDepreciationAmt |
| Computation Method | STRAIGHT LINE | ComputationMethodTxt |
| Life | 40.0000 | LifeRt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS - MUTUAL FUNDS - FIXED INCOME | BondNm |
| EOY Book Value | $982,638 | EOYBookValueAmt |
| EOYFMV | $983,857 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS - SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $1,301,316 | EOYBookValueAmt |
| EOYFMV | $1,726,656 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE LOT AND BUILDING | CategoryOrItemTxt |
| Cost Or Other Basis | $300,438 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $25,350 | AccumulatedDepreciationAmt |
| Book Value | $275,088 | BookValueAmt |
| EOYFMV | $367,100 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE EXPENSE - REAL ESTA | $3,123 | |
| INSURANCE EXPENSE - BLANKET P | $498 | |
| INVESTMENT FEES | $20,677 | $20,677 |
| OTHER TO BALANCE | -$2,276 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SUNTRUST BANK - TRUSTEE FEES | CategoryTxt |
| Amt | $25,271 | Amt |
| Net Investment Income | $25,271 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| REAL ESTATE TAXES - RENTAL | $4,642 | $4,642 |
| FOREIGN TAXES ON INVESTMENTS | $430 | $430 |
| EXCISE TAX ON INV. INCOME - 2017 | $1,170 |