GLADNEY FOUNDATION TR UA 052098: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GLADNEY FOUNDATION TR UA 052098 (EIN 58-6367644)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-26
- IRS object ID
- 201101469349100305
- Schema version
- 2010v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-26T14:51:00-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586367644 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLADNEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GLAD | NameControl |
| Phone | 4043514547 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 RIDGEWOOD RD NW | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30327 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL F HEAZEL | Name |
| Title | TRUSTEE | Title |
| Phone | 4043514547 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 230245 | 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 |
| Dividends Rev And Expnss | 3696 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3696 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 3696 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 3696 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3696 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 3696 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 500 | AccountingFeesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 1000 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 500 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 500 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1000 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 500 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 500 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2696 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3196 | NetInvestmentIncome |
| Adjusted Net Income | 3196 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 24429 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 205522 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 205522 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 24429 | TotalAssetsBOY |
| Total Assets EOY | 205522 | TotalAssetsEOY |
| Total Assets EOYFMV | 205522 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Total Net Assets EOY | 0 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 0 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 0 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Of Revenue Over Expenses | 2696 | ExcessOfRevenueOverExpenses |
| Subtotal | 2696 | Subtotal |
| Total Net Assets Fund Balances EOY | 2696 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Distribution Ratio Year1 | 0.0 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 13768 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 104944 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | .13119 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 22881 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 291881 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | .07839 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 28019 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 271083 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | .10335 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 15702 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 272130 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | .05770 | DistributionRatioYear5 |
| Total Distribution Ratio | .37064 | TotalDistributionRatio |
| Average Distribution Ratio | .09266 | AverageDistributionRatio |
| Net Noncharitable Assets | 206627 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 19146 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 32 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 19178 | AdjNonchrtblAssetsAndOnePct |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 64 | InvestmentIncomeExciseTax |
| Subtotal | 64 | Subtotal |
| Tax Based On Investment Income | 64 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 23 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 77 | TaxPaidWithExtension |
| Total Credits And Payments | 100 | TotalCreditsAndPayments |
| Overpayment | 36 | Overpayment |
| Amount Credited To Next Year | 36 | AmountCreditedToNextYear |
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 |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | GA | StatesFiledWith |
| 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL F HEAZEL | BusinessNameLine1 |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 RIDGEWOOD RD NW | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30327 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
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 |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| 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 |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MICHAEL F HEAZEL | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 RIDGEWOOD RD NW | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30327 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 191774 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18000 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 209774 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 209774 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3147 | CashDeemedCharitable |
| Net Noncharitable Assets | 206627 | NetNoncharitableAssets |
| Minimum Investment Return | 10331 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 10331 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 64 | TaxBasedOnInvestmentIncome |
| Total Tax | 64 | TotalTax |
| Distributable Amount Before Adj | 10267 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 10267 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 10267 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 10267 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 2151 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 14527 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 8825 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 8585 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2746 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 36834 | TotalExcessDistriCarryover |
| Applied To Current Year | 10183 | AppliedToCurrentYear |
| Total Corpus | 36834 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 36834 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 14527 | ExcessFromYear4 |
| Excess From Year3 | 8825 | ExcessFromYear3 |
| Excess From Year2 | 8585 | ExcessFromYear2 |
| Excess From Year1 | 2746 | ExcessFromYear1 |
Private Operating Foundations PrivateOperatingFoundations
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 3196 | CurrentYear |
| Total | 3196 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 2717 | CurrentYear |
| Total | 2717 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 6887 | CurrentYear |
| Total | 6887 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | NA | RecipientName |
| Form And Info And Materials | NA | FormAndInfoAndMaterials |
| Submission Deadlines | NA | SubmissionDeadlines |
| Restrictions On Awards | NA | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ADOPT A GOLDEN | ||||||
| PO BOX 420256 | ATLANTA | GA | 30342 | GENERAL | OPERATIONS | $5,250 |
| NORTHSIDE UNITED METHODIST | ||||||
| 2799 NORTHSIDE DR | ATLANTA | GA | 30305 | GENERAL | OPERATIONS | $3,000 |
| ARCS FOUNDATION | ||||||
| PO BOX 52124 | ATLANTA | GA | 30355 | GENERAL | OPERATIONS | $450 |
| SOUL CHANGERS | ||||||
| 5006 AUSTELL RD | AUSTELL | GA | 30106 | GENERAL | OPERATIONS | $2,000 |
| WESTMINSTER FUND | ||||||
| 1424 WEST PACES FERRY RD | ATLANTA | GA | 30327 | GENERAL | OPERATIONS | $500 |
| IT'S A JOURNEY INC | ||||||
| 180 ALLEN RD SUITE 201 SOUTH | ATLANTA | GA | 30328 | GENERAL | OPERATIONS | $250 |
| SENIOR CITIZENS SERVICES | ||||||
| 1705 COMMERCE DR | ATLANTA | GA | 30318 | GENERAL | OPERATIONS | $500 |
| IT WON'T HAPPEN TO ME | ||||||
| 2645 YOUTH MONROE RD | MONROE | GA | 30655 | GENERAL | OPERATIONS | $500 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 1925 CENTURY BLVD NE SUITE 10 | ATLANTA | GA | 30345 | GENERAL | OPERATIONS | $250 |
| AFTER SCHOOL ALL STARS | ||||||
| 125 DECATUR STREET SUITE 137 | ATLANTA | GA | 30302 | GENERAL | OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 13200 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3696 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3696 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3696 | 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 | ACCOUNTING FEES | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 500 | NetInvestmentIncome |
| Adjusted Net Income | 500 | AdjustedNetIncome |