CONNOLLY FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CONNOLLY FAMILY FOUNDATION INC (EIN 46-0809078)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-03
- IRS object ID
- 202630939349100603
- Schema version
- 2024v5.2
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-03T08:04:00-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460809078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Connolly Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John L Connolly | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,200,003 | 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 | $2,061,516 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22,101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,101 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $837,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $837,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $900,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,062,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,835,283 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $169,324 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $149,723 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,990,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,844,370 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $188,149 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $158,149 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $105,800 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,030 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,030 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $140,258 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $109,016 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,241 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $435,237 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $267,165 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,271 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,045,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,045,357 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,480,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $267,165 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,107,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,509,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,577,205 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,068,758 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $708,080 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $708,080 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,334,855 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,955,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,858,080 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,167,561 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,417,375 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,633,843 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,571,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,081,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,200,003 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $29,571,174 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,081,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,571,174 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,081,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,571,174 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,081,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,571,174 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,509,936 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,081,110 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,081,110 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $1,062,291 | $103,116 | $959,175 | $959,175 |
| Passthrough K1 Capital Gain/(Loss) | $876,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,835,283 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,823 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35,823 | SubtotalAmt |
| Tax Based On Investment Income | $35,823 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,532 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $35,832 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $204 | EsPenaltyAmt |
| Tax Due | $195 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| John L Connolly | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| John L Connolly Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| Catherine Greer Connolly | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Anne Muller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Raymond James | |||||
| 1000 Abernathy RD NE Suite 1425 | ATLANTA | GA | 30328 | Investment Mgmt | $100,920 |
| Balentine LLC | |||||
| 3344 Peachtree Road NE Suite 2200 | Atlanta | GA | 30326 | Investment Mgmt | $57,229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,096,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $804,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,638,938 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,539,553 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,539,553 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $533,093 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,006,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,750,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,750,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,823 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,823 | TotalTaxAmt |
| Distributable Before Adj | $1,714,500 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,714,500 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,714,500 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,107,628 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,107,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,714,500 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $100,215 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $100,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,107,628 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,107,628 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $100,215 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $100,215 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $506,657 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Catherine Greer Connolly | ContributingManagerNm |
| Contributing Manager | John L Connolly | ContributingManagerNm |
| Contributing Manager | John L Connolly Jr | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGEL FLIGHT SOARS INC | |||||||
| 2000 AIRPORT RD STE 227 | ATLANTA | GA | 30341 | N/A | PC | General & Unrestricted | $10,000 |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | Centennial Campaign | $100,000 |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | Annual Education Program | $15,000 |
| ATLANTA POLICE FOUNDATION INC | |||||||
| 191 PEACHTREE ST NE STE 191 | ATLANTA | GA | 30303 | N/A | PC | Public Safety Training Center. | $100,000 |
| ATLANTA UNION MISSION CORPORATION HCSR | |||||||
| 2353 BOLTON RD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $25,000 |
| ATLANTA URBAN SQUASH INC | |||||||
| 1019 COLLIER RD STE A | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $15,000 |
| ATLANTA YOUTH ACADEMIES INC | |||||||
| PO BOX 18237 | ATLANTA | GA | 30316 | N/A | PC | Tuition Scholarship Fund | $15,000 |
| ATLANTA-FULTON COUNTY ZOO INC | |||||||
| 800 CHEROKEE AVE SE | ATLANTA | GA | 30315 | N/A | PC | Education Programming. | $10,000 |
| BLUE GRASS COMMUNITY FOUNDATION INC | |||||||
| 499 EAST HIGH ST SUITE 112 | LEXINGTON | KY | 40507 | N/A | PC | LIGHT UP RACING FUND | $5,000 |
| BOBBY DODD INSTITUTE INC | |||||||
| 2120 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $10,000 |
| BUCKHEAD CHRISTIAN MINISTRY INC | |||||||
| 2847 PIEDMONT RD NE | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $10,000 |
| BUCKHEAD CHRISTIAN MINISTRY INC | |||||||
| 2847 PIEDMONT RD NE | ATLANTA | GA | 30305 | N/A | PC | Charitable Event | $8,500 |
| BUCKHEAD CHRISTIAN MINISTRY INC | |||||||
| 2847 PIEDMONT RD NE | ATLANTA | GA | 30305 | N/A | PC | Charitable Event | $8,000 |
| CAMP TWIN LAKES INC | |||||||
| 1100 SPRING ST NW STE 406 | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $15,000 |
| CITY OF REFUGE INC | |||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | N/A | PC | General & Unrestricted | $50,000 |
| COVENANT HOUSE GEORGIA INC | |||||||
| PO BOX 94465 | ATLANTA | GA | 30377 | N/A | PC | General & Unrestricted | $25,000 |
| CRISTO REY ATLANTA JESUIT HIGH SCHOOL INC | |||||||
| 222 PIEDMONT AVE NE | ATLANTA | GA | 30308 | N/A | PC | General & Unrestricted | $10,000 |
| EAST LAKE FOUNDATION INC | |||||||
| 2606 ALSTON DR SE | ATLANTA | GA | 30317 | N/A | PC | Drew Academy's College and Career Readiness Program | $15,000 |
| ELEVATE ATLANTA INC | |||||||
| 2625 PIEDMONT RD NE STE 56 PMB 288 | ATLANTA | GA | 30324 | N/A | PC | General & Unrestricted | $10,000 |
| GEORGE WEST MENTAL HEALTH FOUNDATION INC | |||||||
| 1961 N DRUID HILLS RD NE | BROOKHAVEN | GA | 30329 | N/A | PC | Charitable Event | $50,000 |
| GEORGIA JUSTICE PROJECT INC | |||||||
| 438 EDGEWOOD AVE SE | ATLANTA | GA | 30312 | N/A | PC | General & Unrestricted | $50,000 |
| KIDZ 2 LEADERS INC | |||||||
| 1640 POWERS FERRY ROAD BLDG 15 | MARIETTA | GA | 30067 | N/A | PC | General & Unrestricted | $15,000 |
| NO LONGER BOUND INC | |||||||
| 2725 PINE GROVE RD | CUMMING | GA | 30041 | N/A | PC | Transition Expansion. | $10,000 |
| NORTHSIDE YOUTH ORGANIZATION INC | |||||||
| PO BOX 420486 | ATLANTA | GA | 30342 | N/A | PC | Sharing the Gift Campaign. | $25,000 |
| OPEN HAND ATLANTA INC | |||||||
| 1380 W MARIETTA ST NW | ATLANTA | GA | 30318 | N/A | PC | Charitable Event | $5,000 |
| PEACHTREE ROAD METHODIST CHURCH | |||||||
| 3180 PEACHTREE RD NE | ATLANTA | GA | 30305 | N/A | PC | The Preschool Parents Council Classroom run by Ms. Amanda / Ms.Sinclaire | $2,500 |
| RACE TRACK CHAPLAINCY OF AMERICA | |||||||
| 2150 HEMPSTEAD TPKE | ELMONT | NY | 11003 | N/A | PC | Sponsor a Family For Christmas | $1,000 |
| RACE TRACK CHAPLAINCY OF AMERICA | |||||||
| 2150 HEMPSTEAD TPKE | ELMONT | NY | 11003 | N/A | PC | General & Unrestricted | $1,000 |
| SHEPHERD CENTER FOUNDATION INC | |||||||
| 2020 PEACHTREE RD NW | ATLANTA | GA | 30309 | N/A | PC | Charitable Event | $5,000 |
| SOCCER IN THE STREETS INC | |||||||
| 565 NORTHSIDE DR NW D203 | ATLANTA | GA | 30310 | N/A | PC | General & Unrestricted | $25,000 |
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | |||||||
| PO BOX 669394 | DALLAS | TX | 75266 | N/A | PC | Connolly Family Business Management, Minor Endowed Fund | $192,857 |
| THE ATLANTA OPERA INC | |||||||
| 1575 NORTHSIDE DR NW BLDG300 STE350 | ATLANTA | GA | 30318 | N/A | PC | Studio Tour Program | $100,000 |
| THE GIVING KITCHEN INITIATIVE INC | |||||||
| 970 JEFFERSON ST NW STE 8 | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $500 |
| THOROUGHBRED CHARITIES OF AMERICA INC | |||||||
| 2365 HARRODSBURG RD STE A200 | LEXINGTON | KY | 40504 | N/A | SO I | General & Unrestricted | $1,000 |
| TRENTON YOUTH WRESTLING TRENTON YOUTH WRESTLING AN | |||||||
| PO BOX 55196 | TRENTON | NJ | 08638 | N/A | PC | Campaign for the Trenton Youth and Learning Center | $50,000 |
| WASHINGTON & LEE UNIVERSITY | |||||||
| 204 WEST WASHINGTON ST | LEXINGTON | VA | 24450 | N/A | PC | W&L Fund for Area of Greatest Need | $5,000 |
| YEAR UP INC | |||||||
| PO BOX 412812 | BOSTON | MA | 02241 | N/A | PC | The Atlanta, Georgia Year Up Program | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,045,357 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,101 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $837,263 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $900,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $149,723 |
| Federal Tax Refund | 01 | $19,601 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,929,014 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,929,014 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Yeaman's Liquid LP FBO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 PEACHTREE RD STE 1545 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,061,516 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ELI LILLY & CO LLY, 372 sh. | $333,033 | 2024-07-02 |
| 1 | ELI LILLY & CO LLY, 315 sh. | $282,004 | 2024-07-02 |
| 1 | MICROSOFT CORP MSFT, 455 sh. | $207,639 | 2024-07-02 |
| 1 | MICROSOFT CORP MSFT, 472 sh. | $215,397 | 2024-07-02 |
| 1 | ISHARES S&P 500 INDEX FD IVV, 850 sh. | $511,721 | 2024-11-27 |
| 1 | ISHARES S&P 500 INDEX FD IVV, 850 sh. | $511,722 | 2024-11-27 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS MULTI-SECTOR IN | $1,363,774 | $1,390,193 |
| CAPITAL GROUP CORE EQUITY ETF | $922,670 | $1,074,922 |
| CAPITAL GROUP DIVIDEND VALUE | $1,760,233 | $2,275,374 |
| CAPITAL GROUP GLOBAL GROWTH EQ | $1,734,287 | $2,085,915 |
| DODGE & COX INCOME FUND | $1,624,161 | $1,643,565 |
| DODGE & COX STOCK | $1,621,545 | $1,782,238 |
| FIDELITY ADVISOR TOTAL BOND CL | $1,889,666 | $1,912,408 |
| INVESCO QQQ TRUST | $964,311 | $1,293,596 |
| ISHARE SP SMALL CAP 600 INDEX | $1,012,598 | $1,061,315 |
| ISHARES S&P 500 INDEX FD | $1,023,443 | $1,055,530 |
| JPMORGAN CORE PLUS BOND FUND | $1,361,278 | $1,370,831 |
| JPMORGAN INCOME FUND CL I | $1,620,567 | $1,668,102 |
| SPDR PORTFOLIO LARGE CAP ETF | $2,867,080 | $3,693,887 |
| THE BOND FD OF AMERICA, CLASS | $1,894,872 | $1,903,542 |
| VANGARD RUSSELL 1000 GROWTH | $945,654 | $1,307,342 |
| VANGUARD MID-CAP ETF | $974,704 | $1,183,961 |
| VANGUARD TOTAL STOCK MARKET ET | $1,919,880 | $2,446,637 |
| VANGUARD VALUE ETF | $1,454,932 | $1,708,722 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TCG BALANCED (FKA NEW PROVIDEN | CategoryOrItemTxt |
| Book Value | $4,417,375 | BookValueAmt |
| EOYFMV | $5,633,843 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $31,241 | $31,241 | |
| K-1 Exp TCG BALANCED (FKA NEW | $109,017 | $109,016 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss TCG BALANCED (FKA NEW PROVIDENCE BAL | $149,723 | $149,723 |
| Federal Tax Refund | $19,601 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $30,000 | $30,000 | |
| Investment Management Services | $158,149 | $158,149 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $27,200 |
| 990-PF Extension for 2024 | $78,600 |