BELOCO FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BELOCO FOUNDATION INC (EIN 58-6065378)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-10
- IRS object ID
- 202533149349102188
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T13:40:53-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581374304 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINSON GRIMES & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4299 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586065378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELOCO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELO | BusinessNameControlTxt |
| Phone | 7065716040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 319020140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH T CORN | PersonNm |
| Person Title | CO-CHAIRMAN | PersonTitleTxt |
| Phone | 7065716040 | PhoneNum |
| Signature | 2025-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK J PEASE IV CPA | PreparerPersonNm |
| PTIN | P00715329 | PTIN |
| Phone | 7063245435 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,670,108 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $805,871 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $73,888 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73,888 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $399,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $399,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,420,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,053,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,420,207 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,504 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,504 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,717,466 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,911,595 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,040 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $231,116 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $231,116 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6,305 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,305 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,432 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,833 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $459 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $361,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $311,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,458,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,458,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,819,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $311,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,472,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,897,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,600,001 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,944 | CashBOYAmt |
| Cash EOY | $34,751 | CashEOYAmt |
| Cash EOYFMV | $34,751 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $975,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $514,900 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $514,900 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,012,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,358,931 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,242,609 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $150,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $160,725 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,578,360 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,115,087 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,717,123 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,611,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,173,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,670,108 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $32,532 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $58,108 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $32,532 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,108 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,578,785 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,115,561 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,578,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,115,561 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,611,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,173,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,578,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,897,703 | ExcessRevenueOverExpensesAmt |
| Other Increases | $639,073 | OtherIncreasesAmt |
| Subtotal | $24,115,561 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,115,561 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| COCA COLA CO | 1975-10-06 | 2025-04-28 | $359,287 | $3,941 | $355,346 | $355,346 | |
| PUBLICY TRADED SECURITIES - MS 309-203010 | $1,234,796 | $1,200,865 | $33,931 | $33,931 | |||
| PUBLICY TRADED SECURITIES - MS 309-203010 | $513,253 | $518,354 | -$5,101 | -$5,101 | |||
| PUBLICY TRADED SECURITIES - MS 308-066757 | $5,856,395 | $3,532,695 | $2,323,700 | $2,323,700 | |||
| PUBLICY TRADED SECURITIES - MS 308-066757 | $20,877,049 | $21,227,411 | -$350,362 | -$350,362 | |||
| MS PLUS SX5E | $201,000 | $150,000 | $51,000 | $51,000 | |||
| GAIN FROM PASSTHROUGH ENTITIES | $11,693 | $11,693 | $11,693 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,420,207 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,140 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,140 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,740 | 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 | 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 | Yes (1) | 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 | TEDDIE USSERY PHYLLIS WAGNER | IndividualWithBooksNm |
| Phone | 7065716040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23024 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH C OGIE | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | CO-CHAIRMAN | 0.00 | $0 | $0 | $0 |
| ELIZABETH T CORN | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | CO-CHAIRMAN | 0.00 | $0 | $0 | $0 |
| KATE WILSON | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| SUSAN C WAINWRIGHT | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ABBY C IRBY | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GILBERT B MILLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PHYLLIS WAGNER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | ADMINISTRATOR | 5.00 | $0 | $0 | $0 |
| SARAH WATKINS | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILDS OGIE | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TREASURER | 0.00 | $0 | $0 | $0 |
| FANE FOSTER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PIERCE MILLER | ||||||||
| PO BOX 140 | COLUMBUS | GA | 31902 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3280 PEACHTREE RD NE SUITE 1900 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $231,116 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $32,776,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $960,275 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,736,788 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,736,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $506,052 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,230,736 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,661,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,661,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,140 | TotalTaxAmt |
| Distributable Before Adj | $1,625,397 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,625,397 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,625,397 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,472,019 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,472,019 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,625,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,444,577 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,472,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,444,577 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,442 | 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 | $1,597,955 | 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) |
|---|---|---|
| Contributing Manager | ELIZABETH T CORN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH C OGIE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23024 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7065716040 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN TO INCLUDE THE PURPOSE OF UTILIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $10,000 |
| COLUMBUS HOSPICE | |||||||
| 7020 MOON ROAD | COLUMBUS | GA | 31909 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $110,000 |
| COLUMBUS STATE UNIVERSITY | |||||||
| 4225 UNIVERSITY AVENUE | COLUMBUS | GA | 31907 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $26,550 |
| COMMUNITY FOUNDATION OF NORTH FLORIDA | |||||||
| 36000 MACLAY BLVD SOUTH SUITE 200 | TALLAHASSE | FL | 32312 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $10,000 |
| DOOLY CAMPGROUND | |||||||
| 21 PARSONAGE ROAD | VIENNA | GA | 31092 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $25,000 |
| FEEDING THE VALLEY | |||||||
| 6744 FLAT ROCK ROAD | MIDLAND | GA | 31820 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $50,000 |
| MCG FOUNDATION | |||||||
| 720 ST SEBASTIAN WAY | AUGUSTA | GA | 30901 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $250,000 |
| MERCYMED OF COLUMBUS | |||||||
| 3702 2ND AVENUE | COLUMBUS | GA | 31904 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $50,000 |
| METHODIST HOME FOR CHILDREN | |||||||
| 1041 WASHINGTON STREET | RALEIGH | NC | 27605 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $40,000 |
| MT MCKEITHAN BAPTIST CHURCH | |||||||
| 409 FORD DRIVE | COLUMBUS | GA | 31907 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $1,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K ST NW SUITE 350 | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $2,000 |
| NATIONAL INFANTRY MUSEUM | |||||||
| 1775 LEGACY WAY 235 | COLUMBUS | GA | 31903 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $100,000 |
| OPEN DOOR COMMUNITY HOUSE | |||||||
| 2405 2ND AVENUE | COLUMBUS | GA | 31901 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $50,000 |
| PASTORAL INSTITUTE | |||||||
| 2022 15TH AVENUE | COLUMBUS | GA | 31901 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $25,000 |
| PAVILLION INTERNATIONAL | |||||||
| 241 PAVILLION PI | MILL SPRING | NC | 28756 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $50,000 |
| PHILANTHROPY SOUTHEAST | |||||||
| 100 PEACHTREE STREET 2080 | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $4,210 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $10,000 |
| SPRINGER OPERA HOUSE | |||||||
| 103 10TH STREET | COLUMBUS | GA | 31901 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $250,000 |
| THE FOOD MILL | |||||||
| 3718 2ND AVENUE SUITE A | COLUMBUS | GA | 31904 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $50,000 |
| THE ROLLINS COLLEGE MUSEUM OF FINE ARTS | |||||||
| 1000 HOLT AVE BOX 2765 | WINTER PARK | FL | 32789 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $90,000 |
| TRUTH SPRING INC | |||||||
| 3314 5TH AVE | COLUMBUS | GA | 31904 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $75,000 |
| VALLEY RESCUE MISSION | |||||||
| 7553 VETERANS PKWY | COLUMBUS | GA | 31902 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $30,000 |
| WESLEYAN COLLEGE | |||||||
| 4760 FORYSTH ROAD | MACON | GA | 31210 | N/A | PUBLIC CHARITY | GENERAL USE OF DONEE | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,458,760 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,888 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $399,996 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,420,207 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,911,595 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,911,595 | 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 | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| BRADLEY-TURNER FOUNDATION INC | |||||||
| 1 | PO BOX 140 | COLUMBUS | GA | 31902 | $156,577 | Yes (X) | |
| CHARITABLE LEAD ANNUITY TRUST UWO LOVICK P CORN | |||||||
| 2 | PO BOX 140 | COLUMBUS | GA | 31902 | $804,011 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 618 SHS COCA-COLA CO | $39,373 | 2024-08-13 |
| 1 | 545 SHS COCA-COLA CO | $39,344 | 2025-02-27 |
| 1 | 633 SHS COCA-COLA CO | $39,366 | 2025-02-27 |
| 1 | 538 SHS COCA-COLA CO | $38,494 | 2025-04-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING FEES | CategoryTxt |
| Amt | $33,800 | Amt |
| Net Investment Income | $27,040 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,760 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY A/C #308-066009-317 CORPORATE BONDS (SEE ATTACHMENT) | BondNm |
| EOY Book Value | $150,000 | EOYBookValueAmt |
| EOYFMV | $160,725 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY A/C #308-066009-317 COMMON STOCKS (SEE ATTACHMENT) | $817,355 | $2,146,130 |
| MORGAN STANLEY A/C #308-066757-317 COMMON STOCKS (SEE ATTACHMENT) | $13,541,576 | $20,096,479 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY A/C #308-066757-317 MUTUAL FUNDS (SEE ATTACHMENT) | FMV | $361,116 | $380,096 |
| MORGAN STANLEY A/C #308-066757-317 EXCHANGE-TRADED & CLOSED END FUNDS (SEE A | FMV | $899,284 | $916,245 |
| MORGAN STANLEY A/C #308-203010 CORPORATE FIXED INCOME (SEE ATTACHMENT) | FMV | $2,278,523 | $2,385,746 |
| MORGAN STANLEY A/C #308-203010 GOVERNMENT SECURITIES (SEE ATTACHMENT) | FMV | $1,156,238 | $1,193,766 |
| NORTH HAVEN ENERGY CAPITAL FUND NON-U.S. WEALTH MANAGEMENT FEEDER L.P. | FMV | $133,180 | $295,298 |
| BRIDGE SENIORS II INTL-A | FMV | $184,378 | $171,697 |
| THIRD PT OFFSHORE FUND LTD | FMV | $300,000 | $492,281 |
| HEDGEPREMIER/REIF LP - B | FMV | $236,914 | $490,504 |
| HP MILLENNIUM LTD CLASS HH | FMV | $300,000 | $597,016 |
| HP MILLENNIUM LTD HH-C | FMV | $264,368 | $361,673 |
| VALOR M33 III LP | FMV | $396,165 | $396,165 |
| OHA CSF (OFFSHORE) | FMV | $58,900 | $119,205 |
| PE PREMR OAKTREE XI OFFSHR | FMV | $299,439 | $382,082 |
| LEGACY VENTURE X LLC | FMV | $332,063 | $332,063 |
| CPG VINTAGE ACCESS FUND IV | FMV | $70,507 | $74,052 |
| CPG VINTAGE ACCESS FUND IV CPV | FMV | $10,000 | $10,000 |
| HP MILLENNIUM LTD. HH-2C | FMV | $337,500 | $404,213 |
| PE PREMR GA MAP OFFSHORE | FMV | $109,624 | $123,604 |
| CPG VINTAGE ACCESS FUND V | FMV | $52,858 | $58,511 |
| CPG VINTAGE ACCESS FUND V CPV | FMV | $13,000 | $13,000 |
| PE PREMR GA MAP OFFSHORE CPV | FMV | $19,394 | $19,394 |
| TIGER GLOBAL PIP XVI OFF | FMV | $92,540 | $116,032 |
| CPG VINTAGE ACCESS FUND VI | FMV | $43,082 | $41,246 |
| PE PREMR OAKTREE XII OFFSHR | FMV | $72,007 | $77,326 |
| VG 1.0 L.P. | FMV | $96,599 | $96,599 |
| HP/MILLENIUM INT'L II LTD | FMV | $100,000 | $9,958 |
| HP/MILLENIUM INT'L II LTD CPV | FMV | $20,000 | $20,000 |
| BLACKSTONE BCRED | FMV | $158,513 | $156,652 |
| T. ROWE OHA OCREDIT | FMV | $157,512 | $153,616 |
| CPG VINTAGE ACCESS FUND VI CPV | FMV | $10,000 | $10,000 |
| P. ARMSTONG (SPACEX) | FMV | $400,000 | $3,516,176 |
| P. MATRIX (XAI) (REFERRAL) | FMV | $100,000 | $251,524 |
| PE PREMR OAKTREE XII OFSHR CPV | FMV | $38,883 | $38,883 |
| TIGER GLOBAL PIP XVI OFF CPV | FMV | $12,500 | $12,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORPORATE FILING FEE | $40 | $0 | $40 |
| NON-DEDUCTIBLE EXPENSES | $10 | $0 | $0 |
| MISCELLANEOUS | $27,300 | $27,300 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VARIOUS | $2,387 | $2,387 | $2,387 |
| VARIOUS - PASSTHROUGH ENTITIES | $15,117 | $15,117 | $15,117 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST CARRYING VALUE OF INVESTMENTS | Desc |
| Amt | $639,073 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| WITHHELD PAYROLL TAXES | $217 | $217 |
| ACCRUED PAYROLL TAXES | $115 | $115 |
| OHA CSF (OFFSHORE) DPV | $20,656 | $1,439 |
| PE PREMIER GA MAP OFFSHORE DPV | $4,705 | $896 |
| ACCRUED EXCISE TAXES | $6,839 | $6,740 |
| PE PREMIER OAKTREE XI OFFSHR DPV | $0 | $48,701 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $231,116 | Amt |
| Net Investment Income | $231,116 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BRADLEY-TURNER FOUNDATION INC | |||
| PO BOX 140 | COLUMBUS | GA | 31902 |
| CHARITABLE LEAD ANNUITY TRUST UWO LOVICK P CORN | |||
| PO BOX 140 | COLUMBUS | GA | 31902 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $19,833 | $19,833 | $0 |
| PAYROLL TAXES | $459 | $0 | $459 |
| FEDERAL EXCISE TAXES | $36,140 | $0 | $0 |