EUGENE M CLARY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE M CLARY FOUNDATION INC (EIN 58-2310406)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349103656
- Schema version
- 2017v2.3
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T18:44:00-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581653941 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE COLSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GALLERIA PARKWAY SE SUITE 600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582310406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE M CLARY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EUGE | BusinessNameControlTxt |
| Phone | 7709933562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 669065 | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH B CLARY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7709933562 | PhoneNum |
| Signature | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN W HARDISTER | PreparerPersonNm |
| PTIN | P00240125 | PTIN |
| Phone | 7709890028 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.128.101.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-08 | IPDt |
| IP Tm | 15:04:25 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AFC5821272FB05E92E004283A101AF92421B3A9E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8C4BCC3E73D2CC53D0F0D0A5486798FE51B36325 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $7,829,851 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $109,727 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,727 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,187 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,066,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,187 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $114,914 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,914 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $222,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $111,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $111,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,667 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $963 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,533 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,533 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $167 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $167 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,545 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,194 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $351 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $294,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $182,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $112,314 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $575,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $182,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $393,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$460,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,321,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $369,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $369,853 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,155,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,646,181 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,355,753 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $104,245 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,245 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,245 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,580,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,120,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,829,851 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,580,990 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,120,279 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,580,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,120,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,580,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,120,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,580,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$460,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,120,279 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,120,279 | 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 | $4,022,200 | $4,061,530 | -$39,330 | -$39,330 |
| CAPITAL GAINS DIVIDENDS | P | $44,517 | $44,517 | $44,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,187 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $341,474 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,373,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046310 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $571,266 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,480,062 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076372 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $484,748 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,286,029 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058502 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $350,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,676,595 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045632 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $353,917 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,616,967 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041072 | DistributionYr5Rt |
| Total Distribution | 0.267888 | TotalDistributionRt |
| Average Distribution | 0.053578 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,440,163 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $398,629 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $398,629 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $393,064 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,693 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,693 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,693 | OverpaymentAmt |
| Applied To ES Tax | $2,693 | 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 | MARY TEAGUE | IndividualWithBooksNm |
| Phone | 7709938190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4701 POST OAK TRITT ROAD | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30062 | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH B CLARY | ||||||||
| PO BOX 669065 | MARIETTA | GA | 30066 | CEO & TRUSTEE | 10.00 | $215,000 | $0 | $0 |
| NANCY LEE OXFORD | ||||||||
| PO BOX 669065 | MARIETTA | GA | 30066 | TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| MARY S TEAGUE | ||||||||
| PO BOX 669065 | MARIETTA | GA | 30066 | SEC/TREASURER | 10.00 | $5,000 | $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 | $5,856,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,696,710 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,553,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,553,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,302 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,440,163 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,008 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,008 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $372,008 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $372,008 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $372,008 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $393,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $393,064 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $393,064 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $372,008 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $117,276 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $393,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $117,276 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $275,788 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $96,220 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A FRIEND TO CHURCHES MINISTRIES | ||||||||
| 905 WOODLAWN AVE NW | CANTON | OH | 44708 | NONE | 509(A)(1) | CHARITABLE | $2,000 | |
| AMBASSADORS FOR CHRIST | ||||||||
| 1355 TERRELL MILL RD BLDG 1462 STE | MARIETTA | GA | 30067 | NONE | 509(A)(1) | CHARITABLE | $4,500 | 100 |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | 509(A)(1) | CHARITABLE | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1101 NORTHCHASE PKWY SE 1 | MARIETTA | GA | 30067 | NONE | 509(A)(1) | CHARITABLE | $25,000 | |
| ANTIOCH BAPTIST PUBLICATIONS | ||||||||
| 540 CAMERON MADISON ALEXANDER BLVD | ATLANTA | GA | 30318 | NONE | CHURCH | CHARITABLE | $6,000 | NW |
| BIBLE BROADCAST NETWORK | ||||||||
| PO BOX 7300 | CHARLOTTE | NC | 28241 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| CAMP GRACE | ||||||||
| 2562 WALKERS CHAPEL ROAD | ROBERTA | GA | 31078 | NONE | 501(C)(3) | CHARITABLE | $17,500 | |
| CHURCH OF THE OPEN DOOR | ||||||||
| 550 BALTIMORE BOULEVARD | WESTMINSTER | MD | 21157 | NONE | CHURCH | CHARITABLE | $10,000 | |
| COACH'S CORNER | ||||||||
| 2799 NORTHSIDE DR NW | ATLANTA | GA | 30305 | NONE | 509(A)(1) | CHARITABLE | $5,000 | |
| CO-LABORERS FOR CHRIST | ||||||||
| PO BOX 2012 | SOUTH HACKENSACK | NJ | 07606 | NONE | 509(A)(1) | CHARITABLE | $3,500 | |
| EASTWOOD BAPTIST CHURCH | ||||||||
| 1150 ALLGOOD ROAD | MARIETTA | GA | 30062 | NONE | CHURCH | CHARITABLE | $1,000 | |
| FAITH BAPTIST CHURCH | ||||||||
| 552 HAMMETT ROAD | LAGRANGE | GA | 30241 | NONE | CHURCH | CHARITABLE | $5,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | NONE | 501(C)(3) | CHARITABLE | $1,000 | |
| FIRST BAPTIST CHURCH NORFOLK | ||||||||
| 312 KEMPSVILLE ROAD | NORFOLK | VA | 23502 | NONE | CHURCH | CHARITABLE | $1,750 | |
| GREAT COMMISSIONS MINISTRIES | ||||||||
| 77 EAST CROSSVILLE ROAD | ROSWELL | GA | 30075 | NONE | 509(A)(1) | CHARITABLE | $5,500 | |
| GREATER NEW HOPE BAPTIST CHURCH | ||||||||
| 815 FOX ST NW | ATLANTA | GA | 30318 | NONE | CHURCH | CHARITABLE | $1,500 | |
| GWINNETT CO BAPTIST CHURCH | ||||||||
| 2964 VINSON CT | BUFORD | GA | 30518 | NONE | CHURCH | CHARITABLE | $1,100 | |
| HARLEM MEMORIAL CEMETERY INC | ||||||||
| 160 W TRIPPE STREET | HARLEM | GA | 30814 | NONE | 501(C)(3) | CHARITABLE | $2,500 | |
| HOPE CHRISTIAN HOME | ||||||||
| 865 SWEATMAN ROAD | DUCK HILL | MS | 38925 | NONE | 509(A)(1) | CHARITABLE | $1,000 | |
| HUMAN COALITION | ||||||||
| PO BOX 5052 | FRISCO | TX | 75035 | NONE | 509(A)(1) | CHARITABLE | $7,500 | |
| JEWISH VOICE MINISTRIES INTERNATIONAL | ||||||||
| PO BOX 31998 | PHOENIX | AZ | 85046 | NONE | 509(A)(1) | CHARITABLE | $2,500 | |
| NEW TRIBES MISSION | ||||||||
| 1000 EAST FIRST STREET | SANFORD | FL | 32771 | NONE | 509(A)(1) | CHARITABLE | $4,000 | |
| ONEIDA BAPTIST INSTITUTE | ||||||||
| PO BOX 67 | ONEIDA | KY | 40972 | NONE | 509(A)(1) | CHARITABLE | $5,000 | |
| OUR FATHERS ARMS | ||||||||
| PO BOX 1158 | JACKSONVILLE | AL | 36265 | NONE | 509(A)(1) | CHARITABLE | $9,000 | |
| PARACLETE MISSION GROUP | ||||||||
| PO BOX 63450 | COLORADO SPRINGS | CO | 80962 | NONE | 509(A)(1) | CHARITABLE | $2,000 | |
| PROVIDENCE MINISTRIES | ||||||||
| PO BOX 4598 | DALTON | GA | 30719 | NONE | CHURCH | CHARITABLE | $1,000 | |
| ROOPVILLE RD BAPTIST CHURCH | ||||||||
| 835 HIGHWAY 27 N | ROOPVILLE | GA | 30170 | NONE | CHURCH | CHARITABLE | $1,000 | |
| SOS MINISTRIES USA | ||||||||
| PO BOX 189 | DOVER | FL | 33527 | NONE | 509(A)(1) | CHARITABLE | $6,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | CHARITABLE | $500 | |
| SWORD OF THE LORD | ||||||||
| PO BOX 1099 | MURFREESBORO | TN | 37133 | NONE | 509(A)(1) | CHARITABLE | $20,400 | |
| TEACH EVERY NATION | ||||||||
| 200 ASHFORD CENTER NORTH STE 110 | DUNWOODY | GA | 30338 | NONE | 501(C)(3) | CHARITABLE | $7,500 | |
| TEMPLE BAPTIST CHURCH | ||||||||
| 2310 S DIXIE HWY | DALTON | GA | 30720 | NONE | CHURCH | CHARITABLE | $200 | |
| TENDER MERCY MINISTRIES | ||||||||
| 106 PARK AVE | PRINCETON | WV | 24740 | NONE | 501(C)(3) | CHARITABLE | $13,500 | |
| ROTARY INTERNATIONAL | ||||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 602013698 | NONE | 501(C)(4) | CHARITABLE | $5,000 | |
| TRI COUNTY BAPTIST CHURCH | ||||||||
| PO BOX 1270 | SHARPSBURG | GA | 30277 | NONE | CHURCH | CHARITABLE | $26,800 | |
| UNIVERSITY BAPTIST CHURCH | ||||||||
| 1375 FERNWOOD CIRCLE NE | ATLANTA | GA | 30319 | NONE | CHURCH | CHARITABLE | $65,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,750 | 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 | $109,727 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,187 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,914 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,914 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,630 | Amt |
| Net Investment Income | $8,667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $963 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMER CORP | $1,170,135 | $1,515,852 |
| ALPHABET INC. CL C | $251,363 | $355,776 |
| APPLE, INC. | $147,539 | $169,230 |
| MICROSOFT CORP | $480,450 | $598,780 |
| CELGENE CORP | $549,006 | $521,800 |
| BP PLC SPON ADR UNSOL | $74,015 | $84,060 |
| NVIDIA CORP | $286,909 | $290,250 |
| POWERSHARES QQQ TRUST ETF | $538,706 | $623,040 |
| SPDR S&P 600 S/C GROWTH ETF | $426,462 | $454,780 |
| SPDR S&P REGL BANKING ETF | $140,250 | $147,125 |
| COUNTERPOINT TACTICAL | $895,467 | $875,621 |
| COUNTERPOINT TACTICAL - DIV REINV | $19,248 | $18,808 |
| TRANSAMERICA SHORT-TERM | $755,081 | $752,051 |
| TRANSAMERICA SHORT-TERM - DIV REINV | $14,788 | $14,723 |
| FIDELITY CONTRAFUND (FCNTX) | $285,737 | $342,093 |
| FIDELITY SELECT HEALTH CARE (FSPHX) | $145,610 | $148,463 |
| FIDELITY SELECT BIOTECHNOLOGY (FBIOX) | $416,187 | $383,251 |
| UNITED STATES OIL FUND LP - 5,000 SHS | $49,228 | $60,050 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLD COINS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $104,245 | BookValueAmt |
| EOYFMV | $104,245 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $3,514 | $3,163 | $351 |
| MISCELLANEOUS EXPENSE | $31 | $31 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $59,533 | Amt |
| Net Investment Income | $59,533 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |