FOREHAND FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FOREHAND FAMILY FOUNDATION (EIN 27-6368488)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-04
- IRS object ID
- 201542169349100519
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-04T15:22:18-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 1753 PINE RIDGE DRIVE NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303244937 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A FOREHAND JR | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2299385156 | PhoneNum |
| Signature | 2015-07-22 | 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 | 2015-08-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,069,333 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,264 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $479,735 | GrossSalesPriceAmt |
| Total Rev And Expnss | $232,344 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,264 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,702 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,351 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,351 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,786 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,786 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $5,551 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,551 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $246 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,351 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $490,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $490,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $510,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $491,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$278,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,330 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,635 | CashBOYAmt |
| Cash EOY | $42,600 | CashEOYAmt |
| Cash EOYFMV | $42,600 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,621 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,621 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,083,517 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $881,643 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $997,112 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,232,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $953,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,069,333 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,232,139 | CapitalStockBOYAmt |
| Capital Stock EOY | $953,864 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,232,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $953,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,232,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $953,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,232,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$278,275 | ExcessRevenueOverExpensesAmt |
| Subtotal | $953,864 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $953,864 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $174,210 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,312,636 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.132718 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $474,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,250,896 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.210938 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $382,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,029,208 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.188505 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $240,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,340,286 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102893 | DistributionYr4Rt |
| Total Distribution | 0.635054 | TotalDistributionRt |
| Average Distribution | 0.158764 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,149,080 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $182,433 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $213 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $182,646 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $491,351 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $213 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $213 | SubtotalAmt |
| Tax Based On Investment Income | $213 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $213 | TaxDueAmt |
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 | 1753 PINE RIDGE DRIVE NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303244937 | 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 | ||||||||
| 1753 PINE RIDGE DRIVE NE | ATLANTA | GA | 303244937 | CO-TRUSTEE | 0.75 | $0 | $0 | $0 |
| ELIZABETH G FOREHAND | ||||||||
| 1753 PINE RIDGE DRIVE NE | ATLANTA | GA | 303244937 | CO-TRUSTEE | 0.75 | $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 | $1,056,157 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,422 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,166,579 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,166,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,149,080 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,454 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,454 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $213 | TotalTaxAmt |
| Distributable Before Adj | $57,241 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,241 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $491,351 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $491,351 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $213 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $491,138 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,241 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $123,786 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $281,055 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $362,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,912 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $876,008 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $491,351 | QualifyingDistributionsAmt |
| Applied To Current Year | $57,241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $434,110 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,310,118 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,310,118 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $123,786 | ExcessFromYear4Amt |
| Excess From Year3 | $281,055 | ExcessFromYear3Amt |
| Excess From Year2 | $362,255 | ExcessFromYear2Amt |
| Excess From Year1 | $108,912 | ExcessFromYear1Amt |
| Excess From Current Year | $434,110 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A FOREHAND JR | ContributingManagerNm |
| Contributing Manager | ELIZABETH G FOREHAND | 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 | 1753 PINE RIDGE DR NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303244937 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FUMC OF CORDELE | ||||||||
| PO BOX 871 | CORDELE | GA | 31010 | N/A | 501(C)(3) | CHRISTIAN MINISTRY | $200,000 | |
| THE FULLER CENTER FOR HOUSING | ||||||||
| 701 S MARTIN LUTHER KING | AMERICUS | GA | 31719 | N/A | 501(C)(3) | CHRISTIAN MINISTRY | $100,000 | |
| THE FULLER CENTER FOR HOUSING | ||||||||
| 701 S MARTIN LUTHER KING | AMERICUS | GA | 31719 | N/A | 501(C)(3) | CHRISTIAN MINISTRY | $15,000 | |
| THE FULLER CENTER FOR HOUSING | ||||||||
| 701 S MARTIN LUTHER KING | AMERICUS | GA | 31719 | N/A | 501(C)(3) | CHRISTIAN MINISTRY | $80,000 | |
| CANDLER SCHOOL OF THEOLOGY | ||||||||
| 1762 CLIFTON ROAD | ATLANTA | GA | 30322 | N/A | 501(C)(3) | CHRISTIAN MINISTRY | $10,000 | SUITE 1400 |
| CENTENARY UMC | ||||||||
| 1290 COLLEGE ST | MACON | GA | 312011814 | N/A | 501(C)(3) | CHRISTIAN MINISTRY | $85,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $490,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,475 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,344 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,344 | 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 |
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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DAVID A FOREHAND JR | ||||||
| 1 | 1753 PINE RIDGE DRIVE NE | ATLANTA | GA | 303244937 | $100,000 | Yes (X) |
| ELIZABETH G FOREHAND | ||||||
| 2 | 1753 PINE RIDGE DRIVE NE | ATLANTA | GA | 303244937 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,702 | Amt |
| Net Investment Income | $1,351 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,351 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (61 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ARTISAN PARTNERS ASSET MGMT | 2013-11 | PURCHASE | 2014-10 | $8,229 | $9,821 | -$1,592 |
| CMS ENERGY CORP | 2013-06 | PURCHASE | 2014-01 | $8,682 | $8,866 | -$184 |
| CMS ENERGY CORP | 2013-08 | PURCHASE | 2014-01 | $9,208 | $9,869 | -$661 |
| DARDEN RESTAURANTS | 2013-06 | PURCHASE | 2014-02 | $8,353 | $8,947 | -$594 |
| DARDEN RESTAURANTS | 2013-08 | PURCHASE | 2014-02 | $5,063 | $4,967 | $96 |
| EDISON INTL | 2013-06 | PURCHASE | 2014-01 | $8,633 | $8,993 | -$360 |
| EDISON INTL | 2013-08 | PURCHASE | 2014-01 | $9,315 | $9,989 | -$674 |
| GENERAL MILLS, INC | 2013-06 | PURCHASE | 2014-01 | $6,168 | $5,955 | $213 |
| GENERAL MILLS, INC | 2013-08 | PURCHASE | 2014-01 | $6,908 | $7,365 | -$457 |
| MATTEL INC | 2013-06 | PURCHASE | 2014-03 | $7,773 | $8,765 | -$992 |
| MATTEL, INC | 2013-08 | PURCHASE | 2014-03 | $9,910 | $10,698 | -$788 |
| NEW YORK COMMUNITY BANCORP | 2014-01 | PURCHASE | 2014-12 | $6,616 | $6,972 | -$356 |
| AT&T INC COM | 2013-06 | PURCHASE | 2014-12 | $8,495 | $8,889 | -$394 |
| AT&T INC COM | 2013-08 | PURCHASE | 2014-12 | $9,854 | $10,326 | -$472 |
| BB&T CORP | 2013-06 | PURCHASE | 2014-10 | $6,745 | $5,943 | $802 |
| BB&T CORP | 2013-08 | PURCHASE | 2014-10 | $6,558 | $6,362 | $196 |
| CENTERPOINT ENERGY INC | 2013-08 | PURCHASE | 2014-12 | $19,000 | $19,620 | -$620 |
| CHEVRON CORP NEW | 2013-06 | PURCHASE | 2014-10 | $8,249 | $8,503 | -$254 |
| CHEVRON CORP NEW | 2013-08 | PURCHASE | 2014-10 | $10,017 | $10,536 | -$519 |
| EMERSON ELECTRIC CO | 2013-06 | PURCHASE | 2014-10 | $6,203 | $5,750 | $453 |
| EMERSON ELECTRIC CO | 2013-08 | PURCHASE | 2014-10 | $6,823 | $6,870 | -$47 |
| NEW YORK COMMUNITY BANCORP | 2013-11 | PURCHASE | 2014-12 | $9,611 | $9,979 | -$368 |
| UNITED STATES TREAS NTS | 2014-02 | PURCHASE | 2014-12 | $4,905 | $4,725 | $180 |
| UNITED STATES TREAS NTS | 2014-10 | PURCHASE | 2014-12 | $4,846 | $4,808 | $38 |
| UNITED STATES TREAS NTS | 2014-05 | PURCHASE | 2014-10 | $10,340 | $10,333 | $7 |
| UNITED STATES TREAS NTS | 2014-08 | PURCHASE | 2014-10 | $5,170 | $5,168 | $2 |
| UNITED STATE TREAS NTS | 2014-08 | PURCHASE | 2014-12 | $5,163 | $5,158 | $5 |
| WELLS FARGO COMPANY BOND | 2014-09 | PURCHASE | 2014-12 | $5,590 | $5,585 | $5 |
| UNITED STATES TREAS NTS | 2013-12 | PURCHASE | 2014-12 | $4,905 | $4,661 | $244 |
| UNITED STATES TREAS NTS | 2013-12 | PURCHASE | 2014-10 | $5,030 | $4,854 | $176 |
| UNITED STATES TREAS NTS | 2013-12 | PURCHASE | 2014-10 | $5,115 | $4,854 | $261 |
| UNITED STATES TREAS NTS | 2013-12 | PURCHASE | 2014-05 | $10,360 | $10,284 | $76 |
| UNITED STATES TREAS NTS | 2014-10 | PURCHASE | 2014-12 | $2,091 | $2,074 | $17 |
| UNITED STATES TREAS NTS | 2014-12 | PURCHASE | 2014-12 | $5,229 | $5,217 | $12 |
| UNITED STATES TREAS NTS | 2013-10 | PURCHASE | 2014-02 | $16,767 | $16,793 | -$26 |
| AMERICAN EXPRESS CR CORP | 2012-08 | PURCHASE | 2014-12 | $5,071 | $5,067 | $4 |
| ARCHER-DANIELS-MIDLAND CO NOTE | 2012-12 | PURCHASE | 2014-12 | $5,589 | $5,649 | -$60 |
| BANK OF MONTREAL MTN | 2013-07 | PURCHASE | 2014-10 | $4,955 | $4,881 | $74 |
| BANK OF NOVA SCOTIA SR | 2013-04 | PURCHASE | 2014-12 | $4,957 | $5,005 | -$48 |
| BB&T CORPORATION SR NT | 2012-01 | PURCHASE | 2014-06 | $15,852 | $15,593 | $259 |
| FEDERAL NATL MTG ASSN | 2012-07 | PURCHASE | 2014-09 | $5,072 | $5,077 | -$5 |
| FEDERAL NATL MTG ASSN | 2012-07 | PURCHASE | 2014-10 | $10,155 | $10,149 | $6 |
| FEDERAL NATL MTG ASSN | 2012-07 | PURCHASE | 2014-12 | $5,076 | $5,069 | $7 |
| HOME DEPOT INC SR NT | 2012-11 | PURCHASE | 2014-02 | $16,507 | $17,377 | -$870 |
| METLIFE INC NTS | 2012-05 | PURCHASE | 2014-10 | $5,144 | $5,112 | $32 |
| SHELL INTERNATIONAL FIN | 2013-05 | PURCHASE | 2014-10 | $5,534 | $5,807 | -$273 |
| SIMON PROP GRP LP NOTES | 2012-12 | PURCHASE | 2014-09 | $16,287 | $16,266 | $21 |
| TD AMERITRADE HLDG NOTES | 2013-07 | PURCHASE | 2014-12 | $10,000 | $10,000 | |
| US BANCORP MTNS BK ENT | 2012-01 | PURCHASE | 2014-10 | $5,054 | $5,039 | $15 |
| UNITED STATES TREAS NTS | 2013-07 | PURCHASE | 2014-10 | $9,917 | $9,521 | $396 |
| UNITED STATES TREAS NTS | 2012-08 | PURCHASE | 2014-08 | $10,058 | $10,393 | -$335 |
| UNITED STATES TREAS NTS | 2012-08 | PURCHASE | 2014-08 | $5,029 | $5,215 | -$186 |
| UNITED STATES TREAS NTS | 2012-08 | PURCHASE | 2014-10 | $5,031 | $5,213 | -$182 |
| UNITED STATES TREAS NTS | 2012-02 | PURCHASE | 2014-04 | $5,176 | $5,276 | -$100 |
| UNITED STATES TREAS NTS | 2012-07 | PURCHASE | 2014-04 | $15,527 | $16,404 | -$877 |
| UNITED STATES TREAS NTS | 2012-07 | PURCHASE | 2014-02 | $5,303 | $5,464 | -$161 |
| UNITED STATES TREAS NTS | 2012-07 | PURCHASE | 2014-04 | $10,573 | $10,906 | -$333 |
| UNITED STATES TREAS NTS | 2012-11 | PURCHASE | 2014-02 | $5,577 | $5,651 | -$74 |
| WELLS FARGO CO MTN | 2012-01 | PURCHASE | 2014-09 | $10,188 | $10,114 | $74 |
| WELLS FARGO CO MTN | 2012-06 | PURCHASE | 2014-09 | $5,094 | $5,068 | $26 |
| WESTPAC BKG CORP SR NT | 2013-07 | PURCHASE | 2014-12 | $5,085 | $5,051 | $34 |
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 | $881,643 | BookValueAmt |
| EOYFMV | $997,112 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $11,786 | Amt |
| Net Investment Income | $11,786 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $246 | $246 |
| EXCISE TAXES PAID | $334 |