THE BELL FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE BELL FAMILY FOUNDATION (EIN 58-6367642)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201401349349102420
- Schema version
- 2012v2.2
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T07:59:57-04:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H AND R BLOCK | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 HOG MOUNTAIN RD | AddressLine1 |
| City | WATKINSVILLE | City |
| State | GA | State |
| ZIP Code | 30677 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586367642 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BELL FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BELL | NameControl |
| Phone | 4048488084 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2555 HABERSHAM RD | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GRIFFIN B BELL JR | Name |
| Title | TRUSTEE | Title |
| Phone | 4048488084 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ruth Daniel | Name |
| PTIN | P00110410 | PTIN |
| Phone | 7067695596 | Phone |
| Date Prepared | 2014-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 349206 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 9050 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9050 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 9050 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 13797 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13797 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 13797 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -22653 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 82520 | GrossSalesPrice |
| Total Revenue And Expenses | 194 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22847 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 22847 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1250 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 6255 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 557 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 28 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 8090 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 28090 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 20000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -27896 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22847 | NetInvestmentIncome |
| Adjusted Net Income | 22847 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 6280 | CashBOY |
| Cash EOY | 4384 | CashEOY |
| Cash EOYFMV | 4384 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 19940 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 65857 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 65857 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers BOY | 21509 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 1914 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 1914 | ReceivablesFromOfficersEOYFMV |
| Prepaid Expenses BOY | 340 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 246424 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 194442 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 178965 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 100000 | InvestmentsOtherBOY |
| Investments Other EOY | 100000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 100000 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 394493 | TotalAssetsBOY |
| Total Assets EOY | 366597 | TotalAssetsEOY |
| Total Assets EOYFMV | 349206 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 397011 | CapitalStockBOY |
| Capital Stock EOY | 394493 | CapitalStockEOY |
| Retained Earnings BOY | -2518 | RetainedEarningsBOY |
| Retained Earnings EOY | -27896 | RetainedEarningsEOY |
| Total Net Assets BOY | 394493 | TotalNetAssetsBOY |
| Total Net Assets EOY | 366597 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 394493 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 366597 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 394493 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -27896 | ExcessOfRevenueOverExpenses |
| Subtotal | 366597 | Subtotal |
| Total Net Assets Fund Balances EOY | 366597 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 195 SH FRONTIER COMMUNICATIONS CORP COM | P | 2011-06-30 | 2012-09-18 | 1251 | 1363 | -112 | -112 |
| 2000 SH NUVEEN REAL ESTATE INCOME FUND | P | 2011-06-30 | 2012-09-18 | 23199 | 38035 | -14836 | -14836 |
| 1100SH AMERICAN CAP AGY COM AGNC | P | 2012-02-15 | 2013-05-13 | 31939 | 34067 | -2128 | -2128 |
| 660SH AMERICAN CAP AGY CORP COM | P | 2012-09-12 | 2013-05-13 | 19163 | 23990 | -4827 | -4827 |
| 240SH AMERICAN CAP AGY CORP COM | P | 2012-11-28 | 2013-05-13 | 6968 | 7718 | -750 | -750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -22653 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -5577 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 35598 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 346424 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.102758 | DistributionRatioYear1 |
| Noncharitable Assets Year2 | 205382 | NoncharitableAssetsYear2 |
| Qualifying Distributions Year3 | 9884 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 301290 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.032806 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9861 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 306722 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.032150 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 29162 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 481975 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.060505 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.228219 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045644 | AverageDistributionRatio |
| Net Noncharitable Assets | 356010 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 16250 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 228 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16478 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 20000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 228 | InvestmentIncomeExciseTax |
| Subtotal | 228 | Subtotal |
| Tax Based On Investment Income | 228 | TaxBasedOnInvestmentIncome |
| Tax Due | 228 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | GRIFFIN B BELL JR | BooksInCareOfPersonName |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2555 HABERSHAM RD | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | true | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2009 | UndistributedIncomePriorYear1 |
| Undistributed Income Prior Year2 | 2010 | UndistributedIncomePriorYear2 |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| GRIFFIN B BELL JR | ||||||
| 2555 HABERSHAM RD | Atlanta | GA | 30305 | TRUSTEE | 2.00 | 0 |
| GRIFFIN B BELL III | ||||||
| 529 AVERY ST | Decatur | GA | 30030 | TRUSTEE | 2.00 | 0 |
| GRIFFIN B BELL JR | ||||||
| 2555 HABERSHAM RD | Atlanta | GA | 30305 | DISTRI COMMITTEE | 0.00 | 0 |
| GRIFFIN BELL III | ||||||
| 529 AVERY ST | Decatur | GA | 30030 | DISTRI COMMITTEE | 0.00 | 0 |
| GLENDA M BELL | ||||||
| 2555 HABERSHAM RD | Atlanta | GA | 30305 | DISTRI COMMITTEE | 0.00 | 0 |
| KATHERINE MCCLURE | ||||||
| 737 WOODWARD WAY | Atlanta | GA | 30327 | DISTRI COMMITTEE | 0.00 | 0 |
| JESSICA BELL | ||||||
| 529 AVERY ST | Decatur | GA | 30030 | DISTRI COMMITTEE | 0.00 | 0 |
| CHRISTIAN MCCCLURE | ||||||
| 737 WOODWARD WAY | Atlanta | GA | 30327 | DITRI COMMITTEE | 0.00 | 0 |
| NANCY K BELL | ||||||
| 1180 PEACHTREE ST | Atlanta | GA | 30309 | DISTRI COMMITTEE | 0.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 254331 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7100 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 100000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 361431 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 361431 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5421 | CashDeemedCharitable |
| Net Noncharitable Assets | 356010 | NetNoncharitableAssets |
| Minimum Investment Return | 17801 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 17801 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 228 | TaxBasedOnInvestmentIncome |
| Total Tax | 228 | TotalTax |
| Distributable Amount Before Adj | 17573 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 17573 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 17573 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 20000 | ExpensesAndContributions |
| Qualifying Distributions | 20000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 228 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 19772 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 17573 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Qualifying Distributions | 20000 | QualifyingDistributions |
| Undistributed Income CY | 17573 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PUBLIC | GENERAL OPERATIONS | $2,500 |
| AMERICUS FIRST METHODIST CHURCH | ||||||
| 200 SOUTH LEE STREET | AMERICUS | GA | 31709 | PUBLIC | GENERAL OPERATIONS | $1,250 |
| BASSETT HOUND RESCUE | ||||||
| PO BOX 680322 | MARIETTA | GA | 30068 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| CHILDRENS HEALTHCARE OF ATLANTA | ||||||
| 1001 JOHNSON FERRY RD NE | ATLANTA | GA | 30342 | PUBLIC | GENERAL OPERATIONS | $3,500 |
| COMMUNITY CARE CLINIC | ||||||
| 52 AUNT DORA DR | HIGHLANDS | NC | 28741 | PUBLIC | GENERAL OPERATIONS | $500 |
| DISABILITY CONNECTION | ||||||
| 170 COLLEGE ST | MACON | GA | 31201 | PUBLIC | GENERAL OPERATIONS | $500 |
| FOOD FOR THE POOR | ||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33073 | PUBLIC | GENERAL OPERATIONS | $1,500 |
| GA SW UNIVERSITY | ||||||
| 800 GA SOUTHWESTERN STATE UNIV DR | AMERICUS | GA | 31709 | PUBLIC | GENERAL OPERATIONS | $1,250 |
| HIGHLANDS LAND TRUST | ||||||
| 348 SOUTH FIFTH ST | HIGHLANDS | NC | 28741 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| HIGHLANDS HISTORICAL SOCIETY | ||||||
| PO BOX 670 | HIGHLANDS | NC | 28741 | PUBLIC | GENERAL OPERATIONS | $500 |
| HUDSON LIBRARY | ||||||
| 554 MAIN ST | HIGHLANDS | NC | 28741 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| HUMANE SOCIETY | ||||||
| 200 GABLE ST | CASHIERS | NC | 28774 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| SOUTHERN GA TECH SCHOOL | ||||||
| 900 S GEORGIA TECH PKWY | AMERICUS | GA | 31709 | PUBLIC | GENERAL OPERATIONS | $1,250 |
| SUMTER HISTORICAL SOCIETY | ||||||
| PO BOX 100 | AMERICUS | GA | 31709 | PUBLIC | GENERAL OPERATIONS | $1,250 |
| WESTMINSTER SCHOOLS | ||||||
| 1424 WEST PACES FERRY RD NW | ATLANTA | GA | 30327 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| RALLY FOUNDATIONS | ||||||
| 5775 GLENRIDGE DR | ATLANTA | GA | 30328 | PUBLIC | GENERAL OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,050 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,797 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$22,653 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $194 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 194 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $1,250 | Amount |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1000SH AT T STOCK | 25882 | 34500 |
| 500SH SOUTHERN COMPANY | 21483 | 22065 |
| 5000SH TOTAL SYS SVCS INC | 147077 | 122400 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORTGAGE FUND III LLC | CategoryOrItem |
| Book Value | 100000 | BookValue |
| EOYFMV | 100000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTAGE | Description |
| Revenue And Expenses Per Books | 28 | RevenueAndExpensesPerBooks |
Other Receivables Officers Sch OtherReceivablesOfficersSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel Advances To Officers | 1914 | TravelAdvancesToOfficers |
Other Receivables Officer OtherReceivablesOfficer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrowers Name | GRIFFIN B BELL JR | BorrowersName |
| Borrowers Title | TRUSTEE | BorrowersTitle |
| Original Amount Of Loan | 21509 | OriginalAmountOfLoan |
| Balance Due | 1914 | BalanceDue |
| Date Of Note | 2013-06 | DateOfNote |
| Maturity Date | 2013-08 | MaturityDate |
| Repayment Terms | IMMEDIATELY | RepaymentTerms |
| Purpose Of Loan | ERROR IN REIMBURSEMENT | PurposeOfLoan |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL TAX | $402 |
| EXCISE TAX | $5,853 |