FOREHAND FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FOREHAND FAMILY FOUNDATION (EIN 27-6368488)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349102719
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T15:05:29-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINS CLENNEY RUMSEY HUCKABY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 668 | AddressLine1 |
| City | BLAKELY | City |
| State | GA | State |
| ZIP Code | 39823 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303244937 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A FOREHAND JR | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2299385156 | PhoneNum |
| Signature | 2014-04-30 | 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 | 2297233456 | PhoneNum |
| Preparation | 2014-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,263,823 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $42,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,275,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,654 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,243 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,190 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,190 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,527 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $14,989 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $14,989 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $41 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $29,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,190 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$157,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,686 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89,845 | CashBOYAmt |
| Cash EOY | $135,635 | CashEOYAmt |
| Cash EOYFMV | $135,635 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,987 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,987 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,290,043 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,083,517 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,115,201 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,389,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,232,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,263,823 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,389,335 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,232,139 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,389,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,232,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,389,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,232,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,389,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$157,196 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,232,139 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,232,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | P | 2013-06-07 | 2013-11-12 | $1,867 | $1,773 | $94 | $94 |
| HOME DEPOT INC SR NT | P | 2012-11-02 | 2013-06-03 | $11,281 | $11,734 | -$453 | -$453 |
| BERKSHIRE HATHAWAY | P | 2012-01-30 | 2013-06-03 | $26,107 | $25,993 | $114 | $114 |
| STATE STR CORP | P | 2012-01-30 | 2013-06-03 | $26,370 | $25,874 | $496 | $496 |
| ROYAL DUTCH SHELL ADR | P | 2013-06-07 | 2013-11-12 | $20,214 | $19,780 | $434 | $434 |
| JPMORGAN CHASE & CO | P | 2012-01-30 | 2013-01-29 | $26,320 | $25,902 | $418 | $418 |
| BP CAP MKTS | P | 2012-01-30 | 2013-11-19 | $31,010 | $30,917 | $93 | $93 |
| STATOIL ASA NOTE | P | 2012-03-09 | 2013-06-03 | $26,740 | $26,969 | -$229 | -$229 |
| SOUTHERN CO | P | 2013-06-07 | 2013-08-05 | $8,816 | $8,864 | -$48 | -$48 |
| PEPISCO INC | P | 2012-06-08 | 2013-06-03 | $10,465 | $10,556 | -$91 | -$91 |
| CANADIAN IMPERIAL BK | P | 2012-01-30 | 2013-06-03 | $25,905 | $25,703 | $202 | $202 |
| US BANCORP | P | 2012-01-30 | 2013-06-03 | $15,550 | $15,453 | $97 | $97 |
| ACE INA HOLDINGS | P | 2013-10-02 | 2013-11-19 | $5,662 | $5,648 | $14 | $14 |
| SHELL INTERNATIONAL FIN | P | 2013-05-09 | 2013-06-03 | $11,250 | $11,614 | -$364 | -$364 |
| CISCO SYS INC SR NT | P | 2012-01-31 | 2013-06-03 | $28,829 | $28,713 | $116 | $116 |
| UNITED STATES TREAS NTS | P | 2012-01-30 | 2013-06-03 | $56,666 | $56,595 | $71 | $71 |
| AMERICAN EXPRESS | P | 2012-08-14 | 2013-06-03 | $5,206 | $5,198 | $8 | $8 |
| SIMON PROP GRP LP NOTES | P | 2012-12-07 | 2013-06-03 | $11,157 | $11,229 | -$72 | -$72 |
| FEDERAL HOME LN MTG | P | 2012-12-07 | 2013-12-30 | $14,874 | $15,188 | -$314 | -$314 |
| UNITED STATES TREAS NTS | P | 2012-08-14 | 2013-09-18 | $9,888 | $10,438 | -$550 | -$550 |
| ARCHER-DANIELS MIDLAND | P | 2012-11-29 | 2013-06-03 | $11,606 | $11,746 | -$140 | -$140 |
| TD AMERITRADE HLDG NOTES | P | 2013-05-29 | 2013-06-03 | $23,514 | $23,810 | -$296 | -$296 |
| FEDERAL HOME LN MTG | P | 2012-01-30 | 2013-06-03 | $20,281 | $20,262 | $19 | $19 |
| UNITED STATES TREAS NTS | P | 2012-01-30 | 2013-06-03 | $21,084 | $21,249 | -$165 | -$165 |
| BANK OF MONTREAL MTN | P | 2013-07-18 | 2013-11-19 | $39,338 | $39,773 | -$435 | -$435 |
| UNITED STATES TREAS NTS | P | 2013-06-20 | 2013-10-23 | $28,778 | $28,683 | $95 | $95 |
| FEDERAL NATL MTG ASSN | P | 2012-06-08 | 2013-09-18 | $30,551 | $30,608 | -$57 | -$57 |
| UNITED STATES TREAS NTS | P | 2012-01-30 | 2013-04-23 | $86,894 | $86,576 | $318 | $318 |
| BANK OF NOVA SCOTIA | P | 2013-04-23 | 2013-06-03 | $14,725 | $15,014 | -$289 | -$289 |
| UNITED STATES TREAS NTS | P | 2012-08-14 | 2013-04-05 | $20,829 | $20,714 | $115 | $115 |
| FEDERAL NATL MTG ASSN | P | 2012-01-30 | 2013-06-03 | $41,618 | $41,434 | $184 | $184 |
| UNITED STATES TREAS NTS | P | 2012-01-30 | 2013-06-03 | $91,261 | $91,361 | -$100 | -$100 |
| BEAR STEARNS | P | 2013-01-29 | 2013-06-03 | $18,148 | $18,269 | -$121 | -$121 |
| UNITED STATES TREAS NTS | P | 2012-11-02 | 2013-10-30 | $5,655 | $5,655 | ||
| GENERAL ELECTRIC CAPITAL | P | 2012-01-31 | 2013-06-03 | $27,265 | $26,106 | $1,159 | $1,159 |
| UNITEDHEALTH GROUP INC | P | 2012-02-01 | 2013-06-03 | $25,647 | $25,361 | $286 | $286 |
| BLACKROCK INC | P | 2012-11-02 | 2013-06-03 | $29,220 | $29,377 | -$157 | -$157 |
| UNITEDHEALTH GROUP | P | 2012-11-06 | 2013-06-03 | $5,128 | $5,156 | -$28 | -$28 |
| MEDTRONIC INC | P | 2012-01-30 | 2013-06-03 | $25,905 | $25,810 | $95 | $95 |
| VERIZON COMMUNICATIONS | P | 2012-01-30 | 2013-05-29 | $26,320 | $26,110 | $210 | $210 |
| CORPORATION ANDINA DE FOMENTO | P | 2013-10-30 | 2013-11-19 | $5,219 | $5,253 | -$34 | -$34 |
| WESTPAC BKG CORP SR NT | P | 2013-07-17 | 2013-09-18 | $10,111 | $10,102 | $9 | $9 |
| METLIFE INC | P | 2012-05-17 | 2013-06-03 | $10,750 | $10,597 | $153 | $153 |
| WAL-MART STORES INC | P | 2012-01-30 | 2013-06-03 | $29,907 | $29,677 | $230 | $230 |
| FEDERAL HOME LN MTG CORP | P | 2012-06-08 | 2013-06-03 | $10,141 | $10,131 | $10 | $10 |
| AMERICAN EXPRESS | P | 2012-08-14 | 2013-11-19 | $5,185 | $5,159 | $26 | $26 |
| ORACLE CORP | P | 2012-01-30 | 2013-06-03 | $27,732 | $27,605 | $127 | $127 |
| WELLS FARGO | P | 2012-01-30 | 2013-06-03 | $15,695 | $15,468 | $227 | $227 |
| FEDERAL HOME LN MTG CORP | P | 2012-01-30 | 2013-01-29 | $5,186 | $5,182 | $4 | $4 |
| AT&T INC | P | 2012-01-30 | 2013-06-03 | $25,778 | $25,654 | $124 | $124 |
| PEPSICO | P | 2012-01-30 | 2013-06-03 | $20,929 | $21,066 | -$137 | -$137 |
| WESTPAC BKG CORP | P | 2012-01-30 | 2013-06-03 | $26,179 | $25,591 | $588 | $588 |
| FEDERAL NATL MTG ASSN | P | 2012-06-08 | 2013-06-03 | $35,817 | $35,618 | $199 | $199 |
| BANK NOVA SCOTIA | P | 2012-01-30 | 2013-04-23 | $26,194 | $26,524 | -$330 | -$330 |
| PNC FUNDING | P | 2012-01-30 | 2013-06-03 | $10,408 | $10,324 | $84 | $84 |
| FEDERAL NATL MTG ASSN | P | 2013-01-29 | 2013-12-20 | $5,164 | $5,159 | $5 | $5 |
| BB&T CORPORATION | P | 2012-01-30 | 2013-06-03 | $10,765 | $10,570 | $195 | $195 |
| SHELL INTERNATIONAL | P | 2012-01-30 | 2013-05-09 | $26,379 | $26,934 | -$555 | -$555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,654 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,123 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $474,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,250,896 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.210938 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $382,515 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,029,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.188505 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $240,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,340,286 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.102893 | DistributionYr3Rt |
| Total Distribution | 0.502336 | TotalDistributionRt |
| Average Distribution | 0.167445 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,312,636 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $219,794 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $167 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $219,961 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $174,210 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $334 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $334 | SubtotalAmt |
| Tax Based On Investment Income | $334 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $334 | 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 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303244937 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,208,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,958 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,332,625 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,332,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,312,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $334 | TotalTaxAmt |
| Distributable Before Adj | $65,298 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $65,298 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $65,298 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,210 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $174,210 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $174,210 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,298 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $123,786 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $281,055 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $362,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $767,096 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $174,210 | QualifyingDistributionsAmt |
| Applied To Current Year | $65,298 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $108,912 | RemainingDistriFromCorpusAmt |
| Total Corpus | $876,008 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $876,008 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $123,786 | ExcessFromYear3Amt |
| Excess From Year2 | $281,055 | ExcessFromYear2Amt |
| Excess From Year1 | $362,255 | ExcessFromYear1Amt |
| Excess From Current Year | $108,912 | 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 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 303244937 | ZIPCode |
| 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTENARY UMC | |||||||
| 1290 COLLEGE ST | MACON | GA | 312011814 | N/A | 501(C)(3) | CHRISTIAN MINISTRY | $85,000 |
| ST PAUL UMC | |||||||
| 2101 WILDWOOD AVE | COLUMBUS | GA | 31906 | N/A | 501(C)(3) | CHRISTIAN MINISTRY | $50,000 |
| THE RIDGE UMC | |||||||
| 5624 E WHITESVILLE RD | COLUMBUS | GA | 31904 | N/A | 501(C)(3) | CHRISTIAN MINISTRY | $32,800 |
| FUMC OF CORDELE | |||||||
| PO BOX 871 | CORDELE | GA | 31010 | N/A | 501(C)(3) | CHRISTIAN MINISTRY | $4,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,020 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,589 | ExclusionAmt |
| Related Or Exempt Function Incm | $328 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,654 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,243 | ExclusionAmt |
| Related Or Exempt Function Incm | $328 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,571 | 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 | $2,190 | Amt |
| Disbursements Charitable Prps | $2,190 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| DAVID A FOREHAND JR |
| ELIZABETH G FOREHAND |
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 | $1,083,517 | BookValueAmt |
| EOYFMV | $1,115,201 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $12,527 | Amt |
| Net Investment Income | $12,527 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $41 | Amt |
| Net Investment Income | $41 | NetInvestmentIncomeAmt |