THE VIRGIL R WILLIAMS CHARITABLE: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE VIRGIL R WILLIAMS CHARITABLE (EIN 58-6206644)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349100888
- Schema version
- 2011v1.2
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T13:10:05-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581673613 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT THRASHER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3625 CUMBERLAND BOULEVARD 1000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30339 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586206644 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGIL R WILLIAMS CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VIRG | NameControl |
| Phone | 6783182088 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CRESCENT RIVER PASS | AddressLine1 |
| City | SUWANEE | City |
| State | GA | State |
| ZIP Code | 30024 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VIRGIL R WILLIAMS | Name |
| Title | TRUSTEE | Title |
| Phone | 6783182088 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIFFANY SCALES | Name |
| PTIN | P01059609 | PTIN |
| Phone | 7703962200 | Phone |
| Date Prepared | 2012-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1884980 | 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 | 21 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 21 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 21181 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21181 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 43987 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 526090 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 43987 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 17366 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 17366 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 82555 | TotalRevenueAndExpenses |
| Total Net Investment Income | 82555 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1900 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1600 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 9929 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9929 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6138 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 638 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 19567 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12467 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1600 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 34700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 34700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 54267 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12467 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 36300 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 28288 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 70088 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 931766 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 918178 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 918178 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1058447 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1103987 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 966432 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 717 | OtherAssetsBOY |
| Other Assets EOY | 370 | OtherAssetsEOY |
| Other Assets EOYFMV | 370 | OtherAssetsEOYFMV |
| Total Assets BOY | 1990930 | TotalAssetsBOY |
| Total Assets EOY | 2022535 | TotalAssetsEOY |
| Total Assets EOYFMV | 1884980 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3949396 | CapitalStockBOY |
| Capital Stock EOY | 3949396 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -1958466 | RetainedEarningsBOY |
| Retained Earnings EOY | -1926861 | RetainedEarningsEOY |
| Total Net Assets BOY | 1990930 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2022535 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1990930 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2022535 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1990930 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 28288 | ExcessOfRevenueOverExpenses |
| Other Increases | 3317 | OtherIncreases |
| Subtotal | 2022535 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2022535 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| U.S. TRUST [6339] | P | 194438 | 195200 | -762 | -762 |
| U.S. TRUST [6339] | P | 328040 | 286903 | 41137 | 41137 |
| PROCEEDS AIG LITIGATION SETTLEMENT | P | 37 | 37 | 37 | |
| PROCEEDS ENRON CORP LITIGATION SETTLEMENT | P | 724 | 724 | 724 | |
| PROCEEDS QWEST COMM. INTL INC. LITIGATION SETTLEMENT | P | 31 | 31 | 31 | |
| CAPITAL GAINS DIVIDENDS | P | 2820 | 2820 | 2820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 43987 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 21260 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2146277 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.009906 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 85046 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1856653 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045806 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 630001 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3274574 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.192392 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 588933 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4535215 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.129858 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 584558 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4721078 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.123819 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.501781 | TotalDistributionRatio |
| Average Distribution Ratio | 0.100356 | AverageDistributionRatio |
| Net Noncharitable Assets | 2050601 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 205790 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 701 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 206491 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 36300 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1402 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1402 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1402 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2560 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2560 | TotalCreditsAndPayments |
| Overpayment | 1158 | Overpayment |
| Amount Credited To Next Year | 1158 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | GA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | VIRGIL R WILLIAMS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6783182088 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CRESCENT RIVER PASS | AddressLine1 |
| City | SUWANEE | City |
| State | GA | State |
| ZIP Code | 30024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| VIRGIL R WILLIAMS | ||||||||
| 1000 CRESCENT RIVER PASS | SUWANEE | GA | 30024 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| SARA WILLIAMS | ||||||||
| 1000 CRESCENT RIVER PASS | SUWANEE | GA | 30024 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1161593 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 920235 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2081828 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2081828 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 31227 | CashDeemedCharitable |
| Net Noncharitable Assets | 2050601 | NetNoncharitableAssets |
| Minimum Investment Return | 102530 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 102530 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1402 | TaxBasedOnInvestmentIncome |
| Total Tax | 1402 | TotalTax |
| Distributable Amount Before Adj | 101128 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 101128 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 101128 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 36300 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 36300 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 36300 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 101128 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 271431 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 366416 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 468470 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 1106317 | TotalExcessDistriCarryover |
| Qualifying Distributions | 36300 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 36300 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 64828 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 64828 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1041489 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 206603 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 834886 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 366416 | ExcessFromYear4 |
| Excess From Year3 | 468470 | ExcessFromYear3 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRGIL R WILLIAMS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | VIRGIL R WILLIAMS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CRESCENT RIVER PASS | AddressLine1 |
| City | SUWANEE | City |
| State | GA | State |
| ZIP Code | 30024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7703182088 | RecipientPhoneNumber |
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AJ DONOHUE SCHOLARSHIP ENDOWMENT FUND | |||||||
| PO BOX 13026 | JEKYLL ISLAND | GA | 31527 | NONE | 501(C)3 | FOR THE BENEFIT OF WOLFSON CHILDREN'S HOSPITAL | $1,000 |
| FIRST BAPTIST CHURCH OF SNELLVILLE | |||||||
| 2400 MAIN STREET EAST | SNELLVILLE | GA | 30078 | NONE | 501(C)3 | GENERAL OPERATING FUND | $27,600 |
| LAKE LANIER ASSOCIATION INC | |||||||
| 615F OAK STREET 100 | GAINESVILLE | GA | 305018526 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 150 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| THE WOMEN'S AUXILARY OF PIEDMONT HOSPITAL | |||||||
| 1968 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| AMERICAN CANCER SOCIETY - RELAY FOR LIFE | |||||||
| 6500 SUGARLOAF PARKWAY STE 260 | DULUTH | GA | 30097 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 34700 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21,181 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,366 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $43,987 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $82,555 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 82555 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PROFESSIONAL FEES | $3,200 | 1600 | 1600 |
| BANK OF AMERICA TAX PREP FEES | $300 | 300 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SECURITIES | NameOfStock |
| EOY Book Value | 1103987 | EOYBookValue |
| EOYFMV | 966432 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS RECEIVABLE | Description |
| BOY Book Value | 717 | BOYBookValue |
| EOY Book Value | 370 | EOYBookValue |
| EOYFMV | 370 | EOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 17366 | RevenueAndExpensesPerBooks |
| Net Investment Income | 17366 | NetInvestmentIncome |
| Adjusted Net Income | 17366 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK-TAX TIMING DIFFERENCES | Description |
| Amount | $3,317 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $9,929 | Amount |
| Net Investment Income | 9929 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $638 | 638 | 0 |
| 2010 EXTENSION EXCISE TAX PMTS | $4,500 | 0 | 0 |
| 2011 ESTIMATED EXCISE TAX PMTS | $1,000 | 0 | 0 |