THE KELIN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE KELIN FOUNDATION (EIN 58-6412965)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-08
- IRS object ID
- 201801289349101485
- Schema version
- 2017v2.2
- 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
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-08T15:33:47-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-03 | 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 | 2018-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,891,907 | 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 | $4,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $182,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,362 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,225,757 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,169 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,217,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $217,531 | 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 | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,625 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,723,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,723,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,745,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,734,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,472,181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $217,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,851 | CashBOYAmt |
| Cash EOY | -$72,974 | CashEOYAmt |
| Cash EOYFMV | -$72,974 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,718,688 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,853,138 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,853,946 | 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 | $5,649,380 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,129,836 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,106,457 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,442,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,914,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,891,907 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $10,442,397 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,914,478 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,442,397 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,914,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,442,397 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,914,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,442,397 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,472,181 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,914,578 | SubtotalAmt |
| Other Decreases | $100 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,914,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $464,608 | $463,394 | $1,214 | $1,214 |
| PUBLICLY TRADED SECURITIES | $566,149 | $532,194 | $33,955 | $33,955 |
| PUBLICLY TRADED SECURITIES | $3,195,000 | $3,195,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,169 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,108,790 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,532,082 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.279974 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,993,444 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,283,045 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.317274 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,067,538 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,280,196 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.202178 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $900,729 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,572,643 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.196982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $954,344 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,366,462 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.218562 | DistributionYr5Rt |
| Total Distribution | 1.214970 | TotalDistributionRt |
| Average Distribution | 0.242994 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,945,213 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,416,627 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,175 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,418,802 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,734,425 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,361 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,361 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,990 | 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 | 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 |
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 | $8,401,838 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,690,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,478 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,096,663 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,096,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,945,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $497,261 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $497,261 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,351 | TotalTaxAmt |
| Distributable Before Adj | $492,910 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $492,910 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $492,910 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,734,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,734,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,734,425 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $492,910 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $736,209 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $672,219 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $803,629 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,679,398 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,733,462 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,624,917 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,734,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $492,910 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,241,515 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,866,432 | 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 | $736,209 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,130,223 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $672,219 | ExcessFromYear4Amt |
| Excess From Year3 | $803,629 | ExcessFromYear3Amt |
| Excess From Year2 | $1,679,398 | ExcessFromYear2Amt |
| Excess From Year1 | $1,733,462 | ExcessFromYear1Amt |
| Excess From Current Year | $1,241,515 | 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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE YOUTH & FAMILY CENTER | |||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING FUNDS | $50,000 |
| AGNES SCOTT COLLEGE | |||||||
| 141 E COLLEGE AVENUE | DECATUR | GA | 300303797 | NONE | PC | GENERAL OPERATING FUNDS | $230,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1552 SHOUP COURT | DECATUR | GA | 30033 | NONE | PC | GENERAL OPERATING FUNDS | $1,500 |
| ATLANTA FAMILIES AWARDS | |||||||
| 1266 W PACES FERRY RD 151 | ATLANTA | GA | 30327 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| ATLANTA POLICE FOUNDATION | |||||||
| 191 PEACHTREE ST NW | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING FUNDS | $51,000 |
| 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 |
| CAMP TWIN LAKES | |||||||
| 1100 SPRING ST NW 260 | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| CENTENNIAL OLYMPIC PARK | |||||||
| 265 PARK AVE W NW | ATLANTA | GA | 30313 | NONE | PC | GENERAL OPERATING FUNDS | $75,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||||
| 1600 TULLIE CIR NE | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING FUNDS | $115,000 |
| CITY OF REFUGE INC | |||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING FUNDS | $50,000 |
| COASTAL GEORGIA HISTORICAL SOCIETY | |||||||
| 610 BEACHVIEW DRIVE | SAINT SIMONS ISLAND | GA | 31522 | NONE | PC | GENERAL OPERATING FUNDS | $25,000 |
| COLLEGE OF CHARLESTON | |||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | PC | GENERAL OPERATING FUNDS | $20,000 |
| COMMUNITIES OF COASTAL GEORGIA FOUNDATION | |||||||
| 1626 FREDERICA RD 201 | SAINT SIMONS ISLAND | GA | 31522 | NONE | PC | GENERAL OPERATING FUNDS | $25,000 |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA | |||||||
| 191 PEACHTREE ST NE 1000 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING FUNDS | $30,000 |
| 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 |
| EMORY UNIVERSITY | |||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | NONE | PC | GENERAL OPERATING FUNDS | $72,500 |
| FIRST TEE OF ATLANTA INC | |||||||
| 1053 CASCADE CIRCLE SW | ATLANTA | GA | 30311 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| FIRST TEE OF GREATER WASHINGTON DC | |||||||
| 2020 PENNSYLVANIA AVE NW 106 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| FRIENDS OF ENGLISH AVENUE | |||||||
| 2141 POWERS FERRY ROAD | MARIETTA | GA | 30067 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| GEORGIA HISTORICAL SOCIETY | |||||||
| 104 W GASTON STREET | SAVANNAH | GA | 31401 | NONE | PC | GENERAL OPERATING FUNDS | $145,000 |
| GEORGIA METH PROJECT | |||||||
| 3715 NORTHSIDE PARKWAY 1-320 | ATLANTA | GA | 30327 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| 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 |
| GEORGIA TECH FOUNDATION | |||||||
| 760 SPRING ST NW 400 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING FUNDS | $50,000 |
| HANK AARON'S CHASING THE DREAM FOUNDATION | |||||||
| 755 HANK AARON BLVD | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING FUNDS | $25,000 |
| HOSPICE ATLANTA CENTER | |||||||
| 1244 PARK VISTA DR NE | ATLANTA | GA | 30319 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| JEKYLL ISLAND FOUNDATION | |||||||
| PO BOX 13002 | JEKYLL ISLAND | GA | 31527 | 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 |
| ONE HUNDRED MILES | |||||||
| 1312 NEWCASTLE ST | BRUNSWICK | GA | 31520 | NONE | PC | GENERAL OPERATING FUNDS | $1,000 |
| PARKINSONS FOUNDATION | |||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING FUNDS | $10,000 |
| PATH FOUNDATION | |||||||
| PO BOX 14327 | ATLANTA | GA | 30324 | NONE | PC | GENERAL OPERATING FUNDS | $30,000 |
| SHEPHERD CENTER | |||||||
| 2020 PEACHTREE RD NW | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| SKYLAND TRAIL | |||||||
| 1961 NORTH DRUID HILLS ROAD NE | ATLANTA | GA | 30329 | NONE | PC | GENERAL OPERATING FUNDS | $12,000 |
| ST SIMONS LAND TRUST | |||||||
| 1624 FREDERICA RD 6 | SAINT SIMONS ISLAND | GA | 31522 | NONE | PC | GENERAL OPERATING FUNDS | $50,000 |
| THE GEORGIA TRUST FOR HISTORIC PRESERVATION | |||||||
| 1516 PEACHTREE ST NW | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING FUNDS | $2,500 |
| THE KINDEZI SCHOOL | |||||||
| 220 NORTHSIDE DR NW | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING FUNDS | $25,000 |
| THE LOVETT SCHOOL | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 303273009 | NONE | PC | GENERAL OPERATING FUNDS | $50,000 |
| THE POSSE FOUNDATION | |||||||
| 101 MARIETTA STREET NW SUITE 1040 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 600 W PEACHTREE ST NW 1840 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING FUNDS | $50,000 |
| VOICES FOR GEORGIA'S CHILDREN | |||||||
| 75 MARIETTA ST NW | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| WESTSIDE FUTURE FUND | |||||||
| PO BOX 92273 | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING FUNDS | $80,000 |
| WOODRUFF ARTS CENTER | |||||||
| 1280 W PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING FUNDS | $205,000 |
| ZOO ATLANTA | |||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING FUNDS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,723,500 | 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 | $182,362 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,169 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $217,531 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $217,531 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLDER CONSTRUCTION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $4,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY [2327] - ACCRUED INTEREST RECEIVABLE | $7,129,461 | $7,106,082 |
| MORGAN STANLEY [2327] - ACCRUED INTEREST RECEIVABLE | $375 | $375 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $100 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $17,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,625 | DisbursementsCharitablePrpsAmt |