DE BEDOUT FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DE BEDOUT FAMILY CHARITABLE FOUNDATION INC (EIN 46-1599564)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-02
- IRS object ID
- 201733069349101123
- Schema version
- 2016v3.0
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-02T13:28:44-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580662558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK ASKEW & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 SCIENTIFIC DRIVE STE 2500 | AddressLine1Txt |
| City | NORCROSS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461599564 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DE BEDOUT FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEBE | BusinessNameControlTxt |
| Phone | 4048853344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3435 KINGSBORO ROAD 804 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUAN E DE BEDOUT | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4048853344 | PhoneNum |
| Signature | 2017-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA J DAVIS | PreparerPersonNm |
| PTIN | P00662840 | PTIN |
| Phone | 7702460793 | PhoneNum |
| Preparation | 2017-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.193.74.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-23 | IPDt |
| IP Tm | 15:21:18 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D9D29329A8AE1ADFB744C4601FDB5C2885877675 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D0672510241CF75F082F9DE71194BADCE1021430 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,038,725 | 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 | $171,755 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,228 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,228 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,233 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,233 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $830 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $155,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,171 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $189,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,632 | 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 | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,085 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $59 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $985 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,426 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,426 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,217 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $137,302 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,104 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,104 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $687,021 | CorporateStockBOYAmt |
| Corporate Stock EOY | $769,877 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $853,793 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,030 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $161,992 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $156,828 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $899,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $959,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,038,725 | 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 | $899,353 | RetainedEarningBOYAmt |
| Retained Earning EOY | $959,973 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $899,353 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $959,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $899,353 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $959,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $899,353 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,620 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $959,973 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $959,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES | P | 2015-12-23 | 2016-05-10 | $4,560 | $5,365 | -$805 | -$805 |
| ADVANSIX INC | P | 2015-12-23 | 2016-10-25 | $17 | $10 | $7 | $7 |
| AT&T INC | P | 2015-12-23 | 2016-04-22 | $1,715 | $1,560 | $155 | $155 |
| BAXALTA INC COM | P | 2015-12-23 | 2016-04-22 | $618 | $590 | $28 | $28 |
| BAXALTA INC COM | P | 2015-12-23 | 2016-06-03 | $270 | $230 | $40 | $40 |
| BAXALTA INC COM | P | 2015-12-23 | 2016-06-03 | $422 | $360 | $62 | $62 |
| CALIFORNIA RES CORP COM | P | 2015-10-29 | 2016-03-24 | $1 | $1 | $0 | $0 |
| CALIFORNIA RES CORP COM | P | 2015-10-29 | 2016-04-22 | $13 | $7 | $6 | $6 |
| CALIFORNIA RES CORP COM | P | 2015-12-23 | 2016-04-22 | $9 | $6 | $3 | $3 |
| CAPITAL ONE FINANCIAL CORP | P | 2015-12-02 | 2016-04-22 | $2,643 | $2,787 | -$144 | -$144 |
| CAPITAL ONE FINANCIAL CORP | P | 2015-12-02 | 2016-06-16 | $2,203 | $2,787 | -$584 | -$584 |
| CAPITAL ONE FINANCIAL CORP | P | 2015-12-23 | 2016-06-16 | $4,720 | $5,518 | -$798 | -$798 |
| COMCAST CORP (NEW) CLASS A | P | 2015-06-29 | 2016-04-22 | $919 | $902 | $17 | $17 |
| DELPHI AUTOMOTIVE PLC | P | 2015-03-04 | 2016-01-14 | $5,039 | $6,050 | -$1,011 | -$1,011 |
| DELPHI AUTOMOTIVE PLC | P | 2015-12-23 | 2016-01-14 | $3,023 | $3,895 | -$872 | -$872 |
| EOG RESOURCES INC | P | 2015-01-22 | 2016-01-11 | $4,454 | $6,250 | -$1,796 | -$1,796 |
| EOG RESOURCES INC | P | 2015-12-23 | 2016-01-11 | $2,545 | $2,839 | -$294 | -$294 |
| GOLDMAN SACHS GRP INC | P | 2015-12-23 | 2016-04-22 | $167 | $182 | -$15 | -$15 |
| HONEYWELL INTERNATIONAL INC | P | 2015-12-23 | 2016-04-22 | $1,140 | $1,048 | $92 | $92 |
| ISHARES INC MSCI JAPAN ETF | P | 2015-12-23 | 2016-11-04 | $25 | $24 | $1 | $1 |
| KRAFT HEINZ CO | P | 2016-01-25 | 2016-04-22 | $390 | $368 | $22 | $22 |
| MEDTRONIC PLC SHS | P | 2015-12-23 | 2016-04-22 | $395 | $387 | $8 | $8 |
| MEDTRONIC PLC SHS | P | 2015-12-23 | 2016-11-28 | $2,455 | $2,551 | -$96 | -$96 |
| MICROSOFT CORP | P | 2015-12-23 | 2016-04-22 | $3,378 | $3,625 | -$247 | -$247 |
| NIKE INC B | P | 2015-12-23 | 2016-04-22 | $594 | $656 | -$62 | -$62 |
| NIKE INC B | P | 2015-11-11 | 2016-09-30 | $2,103 | $2,555 | -$452 | -$452 |
| NIKE INC B | P | 2015-12-23 | 2016-09-30 | $5,784 | $7,221 | -$1,437 | -$1,437 |
| ORACLE CORP | P | 2015-12-23 | 2016-04-22 | $1,632 | $1,477 | $155 | $155 |
| PAYPAL HLDGS INC COM | P | 2015-12-23 | 2016-04-22 | $201 | $186 | $15 | $15 |
| PHILIP MORRIS INTL INC | P | 2015-12-23 | 2016-04-22 | $967 | $880 | $87 | $87 |
| SHIRE PLC ADR | P | 2016-06-03 | 2016-06-03 | $150 | $149 | $1 | $1 |
| SHIRE PLC ADR | P | 2016-06-03 | 2016-11-28 | $2,975 | $3,231 | -$256 | -$256 |
| SHIRE PLC ADR | P | 2016-06-22 | 2016-11-28 | $3,150 | $3,204 | -$54 | -$54 |
| SYSCO CORP | P | 2015-12-23 | 2016-04-22 | $1,143 | $1,037 | $106 | $106 |
| UNION PACIFIC CORP | P | 2015-12-23 | 2016-01-25 | $3,440 | $3,918 | -$478 | -$478 |
| UNITED TECHNOLOGIES CORP | P | 2015-12-23 | 2016-04-22 | $3,697 | $3,368 | $329 | $329 |
| UNITEDHEALTH GP INC | P | 2015-12-23 | 2016-04-22 | $671 | $592 | $79 | $79 |
| WELLS FARGO& CO NEW | P | 2015-12-23 | 2016-04-22 | $152 | $164 | -$12 | -$12 |
| WELLS FARGO& CO NEW | P | 2015-12-23 | 2016-10-24 | $3,968 | $4,750 | -$782 | -$782 |
| ABBOTT LABORATORIES | P | 2015-01-02 | 2016-04-22 | $221 | $224 | -$3 | -$3 |
| ABBOTT LABORATORIES | P | 2014-06-03 | 2016-05-10 | $3,800 | $3,987 | -$187 | -$187 |
| ABBOTT LABORATORIES | P | 2015-01-02 | 2016-05-10 | $380 | $448 | -$68 | -$68 |
| ADVANSIX INC | P | 2012-12-21 | 2016-09-30 | $9 | $6 | $3 | $3 |
| ADVANSIX INC | P | 2012-12-21 | 2016-10-25 | $33 | $18 | $15 | $15 |
| BAXALTA INC COM | P | 2012-12-21 | 2016-06-03 | $1,008 | $655 | $353 | $353 |
| BAXALTA INC COM | P | 2012-12-21 | 2016-06-03 | $1,577 | $1,024 | $553 | $553 |
| BAXALTA INC COM | P | 2015-01-02 | 2016-06-03 | $882 | $626 | $256 | $256 |
| BAXALTA INC COM | P | 2015-01-02 | 2016-06-03 | $1,380 | $979 | $401 | $401 |
| BAXTER INTL INC | P | 2015-01-02 | 2016-04-22 | $1,083 | $1,009 | $74 | $74 |
| BLACKROCK INC | P | 2015-01-02 | 2016-04-22 | $1,825 | $1,776 | $49 | $49 |
| BRISTOL MYERS SQUIBB CO | P | 2011-08-16 | 2016-04-22 | $1,418 | $565 | $853 | $853 |
| CHEVRON CORP | P | 2013-03-26 | 2016-04-22 | $1,021 | $1,208 | -$187 | -$187 |
| COLGATE PALMOLIVE CO | P | 2015-01-02 | 2016-04-22 | $345 | $344 | $1 | $1 |
| DELL TECHNOLOGIES INC COM CL V | P | 2013-10-21 | 2016-09-07 | $4 | $4 | $0 | $0 |
| DELL TECHNOLOGIES INC COM CL V | P | 2013-10-21 | 2016-11-02 | $775 | $755 | $20 | $20 |
| DELL TECHNOLOGIES INC COM CL V | P | 2015-01-02 | 2016-11-02 | $436 | $482 | -$46 | -$46 |
| EMC CORP MASS | P | 2013-10-21 | 2016-09-07 | $543 | $465 | $78 | $78 |
| EMC CORP MASS | P | 2013-10-21 | 2016-09-07 | $2,824 | $2,293 | $531 | $531 |
| EMC CORP MASS | P | 2015-01-02 | 2016-09-07 | $330 | $335 | -$5 | -$5 |
| EMC CORP MASS | P | 2015-01-02 | 2016-09-07 | $1,714 | $1,714 | $0 | $0 |
| ISHARES MSCI PAC EX-JPN ETF | P | 2012-12-21 | 2016-09-07 | $406 | $464 | -$58 | -$58 |
| ISHARES S&P SMLL-CAP 600 V ETF | P | 2012-12-21 | 2016-04-22 | $2,902 | $2,012 | $890 | $890 |
| ISHARES SMALL CAP 600 G ETF | P | 2012-12-21 | 2016-04-22 | $3,169 | $2,082 | $1,087 | $1,087 |
| MICROSOFT CORP | P | 2012-12-21 | 2016-04-22 | $2,599 | $1,353 | $1,246 | $1,246 |
| NEXTERA ENERGY INC COM | P | 2015-01-02 | 2016-04-22 | $1,144 | $1,060 | $84 | $84 |
| STARBUCKS CORP WASHINGTON | P | 2014-01-27 | 2016-04-22 | $1,436 | $937 | $499 | $499 |
| THERMO FISHER SCIENTIFIC | P | 2012-08-09 | 2016-04-22 | $735 | $285 | $450 | $450 |
| UNION PACIFIC CORP | P | 2013-07-30 | 2016-01-25 | $3,027 | $3,488 | -$461 | -$461 |
| UNION PACIFIC CORP | P | 2014-02-07 | 2016-01-25 | $1,376 | $1,769 | -$393 | -$393 |
| UNION PACIFIC CORP | P | 2015-01-02 | 2016-01-25 | $1,445 | $2,482 | -$1,037 | -$1,037 |
| VISA INC CL A | P | 2011-02-04 | 2016-04-22 | $1,982 | $452 | $1,530 | $1,530 |
| VISA INC CL A | P | 2011-02-04 | 2016-08-18 | $2,403 | $542 | $1,861 | $1,861 |
| VISA INC CL A | P | 2011-02-04 | 2016-08-18 | $4,645 | $1,048 | $3,597 | $3,597 |
| WELLS FARGO & CO NEW | P | 2012-12-21 | 2016-10-24 | $4,698 | $3,523 | $1,175 | $1,175 |
| WISDOMTREE TRUST JAPN HEDGE ECI | P | 2013-03-07 | 2016-04-22 | $3,937 | $3,618 | $319 | $319 |
| WISDOMTREE TRUST JAPN HEDGE ECI | P | 2015-01-02 | 2016-04-22 | $2,316 | $2,475 | -$159 | -$159 |
| ISHARES NASDAQ BIOTECH ETF | P | 2010-09-14 | 2016-01-20 | $5,426 | $1,701 | $3,725 | $3,725 |
| ISHARES NASDAQ BIOTECH ETF | P | 2010-09-14 | 2016-04-22 | $576 | $170 | $406 | $406 |
| PHILLIPS 66 COM | D | 2008-10-31 | 2016-04-22 | $2,201 | $595 | $1,606 | $1,606 |
| SPDR S&P MIDCAP 400 ETF TRUST | D | 2004-02-03 | 2016-04-22 | $12,095 | $4,853 | $7,242 | $7,242 |
| WALT DISNEY CO HLDG CO | P | 2009-10-08 | 2016-04-22 | $3,115 | $864 | $2,251 | $2,251 |
| 3M COMPANY | D | 2009-03-18 | 2016-04-22 | $843 | $241 | $602 | $602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,171 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $259,234 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $578,736 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.447931 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,589 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $515,274 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.136993 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,930 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $420,788 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047364 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $387,217 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.632288 | TotalDistributionRt |
| Average Distribution | 0.158072 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $853,211 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $134,869 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $135,121 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $504 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $504 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,776 | OverpaymentAmt |
| Applied To ES Tax | $2,776 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4043653532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3455 PEACHTREE RD SUITE 1400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | 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 |
|---|---|---|---|---|---|---|---|---|
| JUAN E DE BEDOUT | ||||||||
| 3435 KINGSBORO RD 804 | ATLANTA | GA | 30326 | CHAIRMAN | 3.00 | $0 | $0 | $0 |
| BERTA ELENA DE BEDOUT DE VELASQUEZ | ||||||||
| 3435 KINGSBORO RD 804 | ATLANTA | GA | 30326 | VICE CHAIRMAN | 0.50 | $0 | $0 | $0 |
| JUAN N DE BEDOUT | ||||||||
| 3435 KINGSBORO RD 804 | ATLANTA | GA | 30326 | TREASURER | 0.50 | $0 | $0 | $0 |
| JUAN M DE BEDOUT | ||||||||
| 3435 KINGSBORO RD 804 | ATLANTA | GA | 30326 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JUAN D VELASQUEZ | ||||||||
| 3435 KINGSBORO RD 804 | ATLANTA | GA | 30326 | DIRECTOR | 0.50 | $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 | $833,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $866,204 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $866,204 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,993 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $853,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,661 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $504 | TotalTaxAmt |
| Distributable Before Adj | $42,157 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,157 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,157 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $44,630 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $236,829 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,157 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,843 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $349,302 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $349,302 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $44,630 | ExcessFromYear2Amt |
| Excess From Year1 | $236,829 | ExcessFromYear1Amt |
| Excess From Current Year | $67,843 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUAN E DE BEDOUT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|---|
| MISSIONARIES OF THE POOR | |||||||
| PO BOX 29893 | ATLANTA | GA | 30359 | 501 (C) (3) | EXEMPT | GENERAL | $5,000 |
| OUR LADY OF THE AMERICA | |||||||
| 9100 PURDUE ROAD 400 | INDIANAPOLIS | IN | 46268 | 501 (C) (3) | EXEMPT | GENERAL | $5,000 |
| PURDUE RESEARCH FOUNDATION | |||||||
| 403 W WOOD STREET | WEST LAFAYETTE | IN | 47907 | 501 (C) (3) | EXEMPT | GENERAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,000 | 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 | $3,228 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,233 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $830 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,291 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,291 | 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 | JUAN E DE BEDOUT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3435 KINGSBORO RD 804 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $171,755 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SHARES OF: TMO, MSFT, DIS, AAPL, MDY, JPM, HON, PM | NoncashPropertyDesc |
| Fair Market Value | $171,755 | FairMarketValueAmt |
| Received | 2016-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE FIXED INCOME | BondNm |
| EOY Book Value | $161,992 | EOYBookValueAmt |
| EOYFMV | $156,828 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $769,877 | EOYBookValueAmt |
| EOYFMV | $853,793 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $985 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,606 | Amt |
| Net Investment Income | $8,606 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $59 | $59 | $0 |
| 2015 TAXES DUE | $2,746 | $0 | $0 |
| 2016 ESTIMATED PYMT | $3,280 | $0 | $0 |