FOREHAND FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FOREHAND FAMILY FOUNDATION (EIN 27-6368488)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-20
- IRS object ID
- 201842019349100304
- 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 Other Schedule2
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-20T12:01:43-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581608736 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINS CLENNEY RUMSEY HUCKABY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 E 16TH AVE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 310151514 | 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 | 276368488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOREHAND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 2299385156 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3715 MANOR BROOK COURT NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A FOREHAND JR | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2292731533 | PhoneNum |
| Signature | 2018-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J RUMSEY CPA | PreparerPersonNm |
| PTIN | P01073870 | PTIN |
| Phone | 2292737211 | PhoneNum |
| Preparation | 2018-07-09 | 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 | $976,457 | 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 | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,766 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,766 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,215 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $896,406 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,215 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,981 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,801 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,401 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,180 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $182 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $32 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $10,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,401 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,695 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,033 | CashBOYAmt |
| Cash EOY | $45,354 | CashEOYAmt |
| Cash EOYFMV | $45,354 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,488 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,830 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,200 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,830 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,830 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $59,715 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $64,500 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $59,715 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $59,715 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $754,823 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $741,569 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $836,070 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $871,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $881,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $976,457 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $871,170 | CapitalStockBOYAmt |
| Capital Stock EOY | $881,956 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $871,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $881,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $871,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $881,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $871,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,786 | ExcessRevenueOverExpensesAmt |
| Subtotal | $881,956 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $881,956 | 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 | $542,250 | $519,652 | $22,598 | $22,598 |
| PUBLICLY TRADED SECURITIES | P | $354,149 | $293,539 | $60,610 | $60,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,215 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $83,208 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,944 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $925,478 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.010745 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $149,690 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $979,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.152901 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $491,138 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,149,080 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.427418 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $174,210 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,312,636 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.132718 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $474,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,250,896 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.210938 | DistributionYr5Rt |
| Total Distribution | 0.934720 | TotalDistributionRt |
| Average Distribution | 0.186944 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $954,029 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $178,350 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $992 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $179,342 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $88,401 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,984 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,984 | SubtotalAmt |
| Tax Based On Investment Income | $1,984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $227 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,227 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $242 | OverpaymentAmt |
| Applied To ES Tax | $242 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | DAVID A FOREHAND JR | IndividualWithBooksNm |
| Phone | 2299385156 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3715 MANOR BROOK COURT NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID A FOREHAND JR | ||||||||
| 3715 MANOR BROOK COURT NE | ATLANTA | GA | 30319 | CO-TRUSTEE | 0.25 | $0 | $0 | $0 |
| ELIZABETH M GREGORY | ||||||||
| 699 CUMBERLAND ROAD NE | ATLANTA | GA | 30306 | CO-TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $840,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $64,623 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $968,557 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $968,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,528 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $954,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,984 | TotalTaxAmt |
| Distributable Before Adj | $45,717 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,717 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,717 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,401 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $88,401 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $88,401 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,717 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $362,255 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $108,912 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $434,110 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $102,038 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,007,315 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,401 | QualifyingDistributionsAmt |
| Applied To Current Year | $45,717 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,684 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,049,999 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $362,255 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $687,744 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $108,912 | ExcessFromYear4Amt |
| Excess From Year3 | $434,110 | ExcessFromYear3Amt |
| Excess From Year2 | $102,038 | ExcessFromYear2Amt |
| Excess From Current Year | $42,684 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A FOREHAND JR | ContributingManagerNm |
| Contributing Manager | ELIZABETH M GREGORY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID A FOREHAND JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3715 MANOR BROOK COURT NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2299385156 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS DETERMINED BY TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE FULLER CENTER FOR HOUSING | |||||||
| 701 S MARTIN LUTHER KING | AMERICUS | GA | 31709 | N/A | PC | CHRISTIAN MINISTRY | $75,000 |
| THE AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | HUMANITARIAN | $10,000 |
| THE SOUTH GEORGIA CONFERENCE UMC | |||||||
| PO BOX 13145 | MACON | GA | 31208 | N/A | PC | CHRISTIAN MINISTRY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,766 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,215 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $107,981 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,981 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,801 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,401 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SUNTRUST INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $741,569 | BookValueAmt |
| EOYFMV | $836,070 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $32 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN T MCAFEE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | N/A | InsiderRelationshipTxt |
| Loan Original | $70,000 | LoanOriginalAmt |
| Balance Due | $59,715 | BalanceDueAmt |
| Note | 2015-11 | NoteDt |
| Loan Maturity | 2019-12 | LoanMaturityDt |
| Repayment Terms | PRINCIPAL | RepaymentTermsTxt |
| Interest | 0.0000 | InterestRt |
| Security Provided Borrower | N/A | SecurityProvidedBorrowerTxt |
| Loan Purpose | EDUCATIONAL | LoanPurposeTxt |
| Lender Consideration | N/A | LenderConsiderationDesc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $7,180 | Amt |
| Net Investment Income | $7,180 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $182 | $182 |
| EXCISE TAXES PAID | $500 |