THE PEYTON ANDERSON FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE PEYTON ANDERSON FOUNDATION INC (EIN 58-1803562)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349100240
- Schema version
- 2025v4.0
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T10:17:57-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581484212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD MOORE & MCDUFFIE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4547 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581803562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PEYTON ANDERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEYT | BusinessNameControlTxt |
| Phone | 4787435359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MULBERRY STREET SUITE 830 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN J LAMBERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4787435359 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLI STUCKEY | PreparerPersonNm |
| PTIN | P01795487 | PTIN |
| Phone | 4787425317 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $133,541,753 | 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 | $1,380 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $367,722 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $367,722 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,622,123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,622,123 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,062,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,729,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,062,917 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $72,351 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $72,351 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,126,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,125,113 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $336,959 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $61,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $275,959 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $310,100 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $108,960 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $201,140 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $133,375 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $38,050 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $95,325 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,284 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $629 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,655 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $604,579 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $575,356 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,223 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $209,511 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,311 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $27,289 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $34,548 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,455 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $75,958 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,596 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $68,362 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,369 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,603 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,766 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $313 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $31 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $282 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $956,700 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $718,036 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $238,664 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,701,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,532,027 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $967,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,877,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,877,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,578,696 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,532,027 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,844,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,547,797 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,593,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,838,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,825,321 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,825,321 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,089,065 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $5,675,442 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $4,320,028 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $5,675,442 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $5,675,442 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $6,552,279 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,377,996 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,516,825 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $44,243,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,584,612 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,333,074 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,799,456 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,772,994 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,926,980 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,913,085 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,066,304 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,202,152 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $460,480 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $111,021 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $359,060 | LandBOYAmt |
| Land EOY | $349,459 | LandEOYAmt |
| Land EOYFMV | $349,459 | LandEOYFMVAmt |
| Other Assets BOY | $50,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $60,700 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $712,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $82,165,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,712,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,541,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $82,165,031 | RetainedEarningBOYAmt |
| Retained Earning EOY | $92,712,828 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,165,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $92,712,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,165,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,712,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,165,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,547,797 | ExcessRevenueOverExpensesAmt |
| Subtotal | $92,712,828 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $92,712,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS MARKETABLE SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $43,092,143 | GrossSalesPriceAmt |
| Cost Or Other Basis | $33,666,099 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,426,044 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,426,044 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,062,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $230,644 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $230,644 | SubtotalAmt |
| Tax Based On Investment Income | $230,644 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $155,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $155,900 | TotalPaymentsAndCreditsAmt |
| Tax Due | $74,744 | 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 | WWW.PEYTONANDERSON.ORG | WebsiteAddressTxt |
| Individual With Books | KAREN J LAMBERT | IndividualWithBooksNm |
| Phone | 4787435359 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MULBERRY STREET SUITE 830 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31201 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| REID HANSON JR | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $21,303 | $0 | $0 |
| KATHRYN H DENNIS | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $21,303 | $0 | $0 |
| R KIRBY GODSEY | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $21,303 | $0 | $0 |
| MARC T TREADWELL | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| KAREN J LAMBERT | ||||||||
| 577 MULBERRY STREET SUITE 830 | MACON | GA | 31201 | PRESIDENT | 40.00 | $273,050 | $61,250 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE ATTACHED | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MULBERRY STREET SUITE 830 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SEE ATTACHED | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $310,100 | CompensationAmt |
| Employee Benefits | $72,125 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SNYDER CAPITAL MANAGEMENT LP | |||||
| 101 MISSION STREET SUITE 1400 | SAN FRANCISCO | CA | 94105 | INVESTMENT MGR | $235,352 |
| BARON CAPITAL MANAGEMENT INC | |||||
| 767 FIFTH AVENUE 49TH FLOOR | NEW YORK | NY | 10153 | INVESTMENT MGR | $169,215 |
| H S MANAGEMENT PARTNERS LLC | |||||
| 640 FIFTH AVENUE 18TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT MGR | $88,259 |
| STOLPER & CO | |||||
| 2305 HISTORIC DECATUR RD STE 100 | SAN DIEGO | CA | 92106 | INVESTMENT MGR | $70,000 |
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 | $124,732,017 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $980,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,712,734 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $125,712,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,885,691 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,827,043 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,191,352 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,191,352 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $230,644 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $230,644 | TotalTaxAmt |
| Distributable Before Adj | $5,960,708 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,960,708 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,960,708 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,844,665 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $22,453 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,867,118 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,960,708 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $419,340 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $152,960 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $572,300 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,867,118 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,867,118 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $93,590 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $93,590 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $478,710 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $325,750 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $152,960 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $152,960 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN J LAMBERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MULBERRY STREET SUITE 830 | AddressLine1Txt |
| City | MACON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4787435359 | RecipientPhoneNum |
| Recipient Email Address | KLAMBERT@PAFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE PAF GRANT APPLICATION ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1ST AND SEPTEMBER 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE PAF GRANT APPLICATION ATTACHED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN MACON-MIDDLE GA | |||||||||
| 1680 BROADWAY | MACON | GA | 31201 | N/A | PC | EDUCATIONAL ENRICHMENT TRIP | $5,000 | ||
| AMERICAN COLLEGE OF VETERINARY | |||||||||
| 19785 CRYSTAL ROCK DR | GERMANTOWN | MD | 20874 | N/A | PC | DISCRETIONARY | $5,000 | SURGEONS FOUNDATION | STE 305 |
| BOLLES SCHOOL | |||||||||
| 7400 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | N/A | PC | DISCRETIONARY | $5,000 | ADVANCEMENT DEPT | |
| BOOK EM | |||||||||
| 2970 NORTH HILLANDALE CIR | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,000 | ||
| BOY SCOUTS OF AMERICA CENTRAL | |||||||||
| 4335 CONFEDERATE WAY | MACON | GA | 31217 | N/A | PC | DISTINGUISHED CITIZEN AWARD | $5,000 | GEORGIA COUNCIL | |
| BOYS & GIRLS CLUBS OF CENTRAL | |||||||||
| 277 MLK JR BLVD W STE | MACON | GA | 31201 | N/A | PC | MACON RBI PROGRAM | $25,000 | GEORGIA | |
| BRAINERD BAPTIST SCHOOL | |||||||||
| 4107 MAYFAIR AVE | CHATTANOOGA | TN | 37411 | N/A | PC | DISCRETIONARY | $2,000 | ||
| CENTRAL GEORGIA TECHNICAL COLLEGE | |||||||||
| 3300 MACON TECH DR | MACON | GA | 31206 | N/A | PC | DISCRETIONARY | $1,500 | FOUNDATION | BLDG A ROOM 413 |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | MACON | GA | 31201 | N/A | PC | HABITAT FOR HUMANITY HOME | $25,000 | GEORGIA INC | STE 1600 |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $5,000 | GEORGIA INC | STE 1600 |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | MACON | GA | 31201 | N/A | PC | CFCG'S ANNUAL CAMPAIGN | $3,000 | GEORGIA INC | STE 1600 |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | MACON | GA | 31201 | N/A | PC | JUNIOR LEAGUE OF MACON TRAINING FUND | $1,000 | GEORGIA INC | STE 1600 |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | MACON | GA | 31201 | N/A | PC | ANNUAL FUND | $1,500 | GEORGIA INC | STE 1600 |
| COMMUNITY FOUNDATION OF CENTRAL | |||||||||
| 577 MULBERRY ST | MACON | GA | 31201 | N/A | PC | MERRIE CHRISTMAS PROJECT | $5,000 | GEORGIA INC | STE 1600 |
| CROSSROADS CHRISTIAN COUNSELING | |||||||||
| 144 PIERCE AVE | MACON | GA | 31204 | N/A | PC | FACILITY RENOVATIONS AND IMPROVEMENT | $250,000 | CENTER | |
| CROSSROADS CHRISTIAN COUNSELING | |||||||||
| 144 PIERCE AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,000 | CENTER | |
| EMORY WINSHIP CANCER INSTITUTE | |||||||||
| 1762 CLIFTON RD | ATLANTA | GA | 30322 | N/A | PC | GYNECOLOGIC ONCOLOGY | $3,000 | STE 2400 | |
| FIRST PRESBYTERIAN DAY SCHOOL | |||||||||
| 5671 CALVIN DR | MACON | GA | 31210 | N/A | PC | CHARLA IVEY EXECUTIVE DISCRETIONARY | $1,000 | ||
| FIRST PRESBYTERIAN DAY SCHOOL | |||||||||
| 5671 CALVIN DR | MACON | GA | 31210 | N/A | PC | IN HONOR OF MS. KRIS VAUGHN | $1,000 | ||
| FORWARD MACON | |||||||||
| 338 POPLAR ST | MACON | GA | 31201 | N/A | PC | CHOOSE MACON - TALENT RECRUITMENT | $250,000 | ||
| FORWARD MACON | |||||||||
| 338 POPLAR ST | MACON | GA | 31201 | N/A | PC | CHAMBER PRESIDENT'S DISCRETIONARY | $10,000 | ||
| FRINGED CAMPION CHAPTER OF THE | |||||||||
| 550 INGLEWOOD PL | MACON | GA | 31204 | N/A | PC | OCMULGEE MOUNDS NATIONAL HISTORICAL | $1,500 | GEORGIA NATIVE PLANT SOCIETY INC | |
| GEORGIA COLLEGE AND STATE | |||||||||
| 231 W HANCOCK ST | MILLEDGEVILLE | GA | 31061 | N/A | PC | SCHOLARSHIPS | $14,000 | UNIVERSITY | |
| GEORGIA INSITUTE OF TECHNOLOGY | |||||||||
| NORTH AVE | ATLANTA | GA | 30332 | N/A | PC | SCHOLARSHIPS | $70,000 | ||
| GEORGIA PRESS EDUCATIONAL FOUNDATIO | |||||||||
| PO BOX 4003 | MARIETTA | GA | 30061 | N/A | PC | CAPITOL BEAT EXPANSION | $50,000 | ||
| GEORGIA RESEARCH ALLIANCE | |||||||||
| 270 PEACHTREE STREET NW | ATLANTA | GA | 30303 | N/A | PC | RESEARCH AND ENTREPRENEURSHIP | $25,000 | STE 2200 | |
| GEORGIA SOUTHERN UNIVERSITY | |||||||||
| 1332 SOUTHERN DR | STATESBORO | GA | 30458 | N/A | PC | SCHOLARSHIPS | $33,000 | ||
| GEORGIA STATE UNIVERSITY | |||||||||
| 100 AUBURN AVE NE | ATLANTA | GA | 30303 | N/A | PC | SCHOLARSHIPS | $7,000 | ||
| GOOD SHEPHERD EPISCOPAL SCHOOL | |||||||||
| 11110 MIDWAY RD | DALLAS | TX | 75229 | N/A | PC | DISCRETIONARY | $2,000 | ||
| GRAND OPERA HOUSE | |||||||||
| 651 MULBERRY ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,500 | ||
| HISTORIC MACON | |||||||||
| PO BOX 13358 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $1,000 | ||
| HISTORIC RIVERSIDE CEMETERY | |||||||||
| 1301 RIVERSIDE DR | MACON | GA | 31202 | N/A | PC | EXECUTIVE DISCRETIONARY | $10,000 | CONSERVANCY | PO BOX 373 |
| HISTORIC RIVERSIDE CEMETERY | |||||||||
| 1301 RIVERSIDE DR | MACON | GA | 31202 | N/A | PC | RIVERSIDE CEMETERY HISTORIC | $200,000 | CONSERVANCY | PO BOX 373 |
| HOLY COMFORTER EPISCOPAL SCHOOL | |||||||||
| 2001 FLEISCHMANN RD | TALLAHASSEE | FL | 32308 | N/A | PC | DISCRETIONARY | $2,000 | ||
| JAMES WIMBERLY INSITUTE | |||||||||
| PO BOX 2734 | MACON | GA | 31203 | N/A | PC | BREAKING BARRIERS DINNER | $2,500 | ||
| KENNESAW STATE UNIVERSITY | |||||||||
| 1000 CHASTAIN RD | KENNESAW | GA | 30144 | N/A | PC | SCHOLARSHIPS | $4,000 | ||
| K B SUTTON ELEMENTARY SCHOOL | |||||||||
| 1315 GA-83 | FORSYTH | GA | 31029 | N/A | PC | SECOND GRADE TEACHERS | $500 | ||
| LEARN & EARN BIKE SHOP INC | |||||||||
| 118 WATERFORD PL | MACON | GA | 31209 | N/A | PC | DISCRETIONARY | $5,000 | ||
| LOAVES AND FISHES MINISTRIES | |||||||||
| 651 MLK JR BLVD | MACON | GA | 31201 | N/A | PC | ENCOURAGING OUR NEIGHBORS NOW | $20,000 | ||
| MACON AIM | |||||||||
| 304 PIERCE AVE | MACON | GA | 31204 | N/A | PC | MACON AIM CASE WORKER | $87,500 | ||
| MACON AIM | |||||||||
| 304 PIERCE AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY - CHENZA | $1,000 | ||
| MACON AREA HABITAT FOR HUMANITY | |||||||||
| 690 HOLT AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON ARTS ALLIANCE | |||||||||
| 486 FIRST ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON BIBB COUNTY AFFORDABLE | |||||||||
| 231 RIVERSIDE DR | MACON | GA | 31201 | N/A | PC | DOWN PAYMENT ASSISTANCE | $20,000 | HOUSING FUND | STE 100 |
| MACON GEORGIA CHERRY BLOSSOM | |||||||||
| 794 CHERRY ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $1,500 | FESTIVAL INC | |
| MACON HOPE INC | |||||||||
| PO BOX 26912 | MACON | GA | 31221 | N/A | PC | DISCRETIONARY | $2,000 | ||
| MACON POPS INC | |||||||||
| PO BOX 6295 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $10,000 | ||
| MACON POPS INC | |||||||||
| PO BOX 6295 | MACON | GA | 31208 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MACON POPS INC | |||||||||
| PO BOX 6295 | MACON | GA | 31208 | N/A | PC | CHRISTMAS EXTRAVAGANZA OPENING NIGHT | $25,000 | ||
| MACON REGIONAL CRIME STOPPERS | |||||||||
| PO BOX 6276 | MACON | GA | 31208 | N/A | PC | MACON REGIONAL CRIMESTOPPERS MOBILE | $40,000 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $2,500 | ||
| METHODIST CHILDREN'S HOME | |||||||||
| 304 PIERCE AVE | MACON | GA | 31204 | N/A | PC | DISCRETIONARY | $2,000 | ||
| MIDDLE GEORGIA ACCESS TO JUSTICE | |||||||||
| PO BOX 1732 | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $3,000 | COUNCIL INC | |
| MIDDLE GEORGIA STATE UNIVERSITY | |||||||||
| 100 UNIVERSITY PKWY | MACON | GA | 31206 | N/A | PC | CENTER FOR MIDDLE GEORGIA STUDIES | $200,000 | FOUNDATION INC | |
| MIDDLE GEORGIA STATE UNIVERSITY | |||||||||
| 100 UNIVERSITY PKWY | MACON | GA | 31206 | N/A | PC | IN SUPPORT OF THE STUDENT EMERGENCY | $2,000 | FOUNDATION INC | |
| MIDDLE GEORGIA STATE UNIVERSITY | |||||||||
| 100 UNIVERSITY PKWY | MACON | GA | 31206 | N/A | PC | SCHOLARSHIPS | $10,500 | ||
| MOTIVATING YOUTH FOUNDATION | |||||||||
| 905 MAIN ST | MACON | GA | 31217 | N/A | PC | BACK TO BASICS | $30,000 | ||
| MUSEUM OF ARTS AND SCIENCES | |||||||||
| 4182 FORSYTH RD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $1,000 | ||
| MUSEUM OF AVIATION | |||||||||
| 1942 HERITAGE BLVD | ROBINS AFB | GA | 31098 | N/A | PC | IGNITING INNOVATION | $225,000 | ||
| NATIONAL TRUST FOR LOCAL NEWS | |||||||||
| 143 S SECOND PL | BRIGHTON | CO | 80601 | N/A | PC | GOVERNMENT ACCOUNTABILITY REPORTER | $95,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | LEVERAGING LOCAL CAPITAL CAMPAIGN | $600,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | LEVERAGING LOCAL CAPITAL CAMPAIGN | $600,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | DISCRETIONARY | $2,000 | ||
| NEWTOWN MACON | |||||||||
| 555 POPLAR ST | MACON | GA | 31201 | N/A | PC | CHRISTMAS LIGHT EXTRAVAGANZA | $10,000 | ||
| REBUILDING MACON INC | |||||||||
| 3864 LAKE ST | MACON | GA | 31204 | N/A | PC | EXECUTIVE DISCRETIONARY | $10,000 | ||
| RESCUE MISSION OF MIDDLE GEORGIA | |||||||||
| 6001 ZEBULON RD | MACON | GA | 31220 | N/A | PC | DISCRETIONARY | $2,500 | ||
| ROME CHAMBER MUSIC FESTIVAL | |||||||||
| PO BOX 424 | NEW CANAAN | CT | 06840 | N/A | PC | DISCRETIONARY | $10,000 | ||
| ROSA TAYLOR ELEMENTARY SCHOOL | |||||||||
| 2976 CRESTLINE DR | MACON | GA | 31204 | N/A | PC | SECOND GRADE TEACHERS | $500 | ||
| STORYBOOK FARM | |||||||||
| 300 CUSSETA RD | OPELIKA | AL | 36801 | N/A | PC | DISCRETIONARY | $5,000 | ||
| THE COMMUNITY FOUNDATION OF | |||||||||
| 191 PEACHTREE ST NE | ATLANTA | GA | 30303 | N/A | PC | GEORGIA GRANTMAKER'S ALLIANCE | $7,500 | GREATER ATLANTA | STE 1000 |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | MACON-MERCER SYMPHONY ORCHESTRA | $25,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | MERCER UNIVERSITY SCHOOL OF MEDICINE | $1,000,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | SENIOR CIVIC JOURNALISM FELLOW | $100,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | WALTER F. GEORGE SCHOOL OF LAW | $3,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | MACON-MERCER SYMPHONY ORCHESTRA | $60,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | DEAN'S ENDOWMENT FUND | $5,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | MERCER UNIVERSITY SCHOOL OF BUSINESS | $5,000 | UNIVERSITY | |
| THE CORPORATION OF MERCER | |||||||||
| 1501 MERCER UNIVERSITY DR | MACON | GA | 31207 | N/A | PC | SCHOLARSHIPS | $52,500 | UNIVERSITY | |
| THE UNIVERSITY OF GEORGIA | |||||||||
| 210 S JACKSON ST | ATHENS | GA | 30602 | N/A | PC | SCHOLARSHIPS | $74,000 | ||
| THEATRE MACON | |||||||||
| 438 CHERRY ST | MACON | GA | 31201 | N/A | PC | THEATRE MACON FLEXIBLE PERFORMANCE | $30,000 | ||
| UNITED IN PINK | |||||||||
| 125 PLANTATION CENTRE DRI | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $5,000 | BLDG 500 STE A | |
| UNITED WAY OF CENTRAL GEORGIA | |||||||||
| PO BOX 1302 | MACON | GA | 31202 | N/A | PC | COMMUNITY SCHOOLS UNITED | $100,000 | ||
| UNITED WAY OF CENTRAL GEORGIA | |||||||||
| PO BOX 1302 | MACON | GA | 31202 | N/A | PC | TO REINSTATE READ UNITED IN THE FALL | $75,000 | ||
| VISIT MACON INC | |||||||||
| 450 MARTIN LUTHER KING JR | MACON | GA | 31201 | N/A | PC | CHRISTMAS MART | $75,000 | ||
| WESLEY GLEN MINISTRIES INC | |||||||||
| 4580 NORTH MUMFORD RD | MACON | GA | 31210 | N/A | PC | DISCRETIONARY | $4,000 | ||
| WESLEYAN COLLEGE | |||||||||
| 4760 FORSYTH RD | MACON | GA | 31210 | N/A | PC | BRINGING WESLEYAN INTO DT MACON | $150,000 | ||
| WESLEYAN COLLEGE | |||||||||
| 4760 FORSYTH RD | MACON | GA | 31210 | N/A | PC | SCHOLARSHIPS | $10,000 | ||
| YOUTHUP INC | |||||||||
| 4028 DELLWOOD DR | MACON | GA | 31204 | N/A | PC | EMPOWERING YOUTH FOR SUCCESS | $40,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,877,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $367,722 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,622,123 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,351 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,062,917 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,125,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,125,113 | 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 SERVICES | CategoryTxt |
| Amt | $6,284 | Amt |
| Net Investment Income | $629 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,655 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (68 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BEIGE FILING CABINET - FILE ROOM | 1997-07-14 | $194 | $194 | S/L | 7.0000 | ||
| OPEN SHELF FILING SYSTEM-FILE ROOM | 1997-07-16 | $1,464 | $1,464 | S/L | 7.0000 | ||
| SIDE BOARD -SMALL CONFERENCE ROOM | 1997-09-10 | $741 | $741 | S/L | 7.0000 | ||
| (2) CHIPPENDALE CHAIRS-DISPLAY ROOM | 2000-03-23 | $435 | $435 | S/L | 7.0000 | ||
| DROP LEAF TABLE-KAREN'S OFFICE | 2000-07-28 | $398 | $398 | S/L | 7.0000 | ||
| SOFA-RECEPTION | 2002-12-23 | $423 | $423 | S/L | 7.0000 | ||
| QUEEN ANNE TABLE & 6 CHAIRS-BREAKROOM | 2007-07-01 | $800 | $800 | S/L | 7.0000 | ||
| CHAIR-CHENZA OFFICE | 2007-12-17 | $348 | $348 | S/L | 7.0000 | ||
| (3) RUGS | 2008-02-01 | $2,247 | $2,247 | S/L | 7.0000 | ||
| L DESK-SCHOLARSHIP OFFICE | 2010-04-09 | $934 | $934 | S/L | 7.0000 | ||
| LATERAL FILE 4 DRAWER-CHARLA OFFICE | 2010-04-09 | $749 | $749 | S/L | 7.0000 | ||
| (2) GUEST CHAIRS-SCHOLARSHIP OFFICE | 2010-09-02 | $704 | $704 | S/L | 7.0000 | ||
| ROUND TABLE-SCHOLARSHIP OFFICE | 2010-11-02 | $135 | $135 | S/L | 7.0000 | ||
| FILE CABINET 4 DRAWER-SCHOLARSHIP OFFICE | 2012-01-05 | $587 | $587 | S/L | 7.0000 | ||
| SHREDDER | 2012-10-01 | $1,378 | $1,378 | S/L | 7.0000 | ||
| (2) PORTABLE DESKS | 2013-08-09 | $359 | $359 | S/L | 7.0000 | ||
| SHELVING-BASEMENT | 2014-03-12 | $993 | $993 | S/L | 7.0000 | ||
| FLAT BED CART | 2014-03-20 | $80 | $80 | S/L | 7.0000 | ||
| WORKCENTRE 7835 COPIER | 2015-01-12 | $11,401 | $11,401 | S/L | 5.0000 | ||
| MOBILE BEVERAGE CART | 2015-02-19 | $389 | $389 | S/L | 7.0000 | ||
| GRANT MAKING SOFTWARE | 2018-01-16 | $23,565 | $23,565 | S/L | 5.0000 | ||
| FINANCIAL EDGE-BLACKBAUD | 2018-08-21 | $13,788 | $13,788 | S/L | 5.0000 | ||
| (2) MONITORS-GAIL | 2018-09-18 | $511 | $511 | S/L | 5.0000 | ||
| (7) DIGIUM SWITCHVOX D65 PHONES | 2019-05-24 | $6,588 | $6,588 | S/L | 5.0000 | ||
| WIRELESS & ACCESS POINTS | 2019-05-24 | $1,134 | $1,134 | S/L | 5.0000 | ||
| MICROSOFT SURFACE PRO - KAREN'S | 2020-08-06 | $3,980 | $3,516 | S/L | 5.0000 | $464 | $46 |
| HP PROBOOK - CHENZA'S | 2020-08-06 | $2,605 | $2,301 | S/L | 5.0000 | $304 | $30 |
| HP COLOR LJ PRO COPIER-KAREN OFFICE | 2021-03-31 | $481 | $361 | S/L | 5.0000 | $96 | $9 |
| HP COLOR LJ PRO MFP COPIER-KAREN HOME | 2021-11-04 | $523 | $331 | S/L | 5.0000 | $105 | $11 |
| DELL OPTIPLEX 3080 DESKTOP COMPUTER-KAREN HOM | 2021-12-06 | $1,583 | $976 | S/L | 5.0000 | $317 | $32 |
| POWER EDGE T340 SERVER | 2022-06-14 | $11,548 | $5,966 | S/L | 5.0000 | $2,310 | $231 |
| HP PROBOOK 450 G9 LAPTOP (CHARLA) | 2022-09-14 | $2,302 | $1,074 | S/L | 5.0000 | $460 | $46 |
| HP LASERJET PRO M083FDW-GAIL OFFICE | 2023-05-25 | $558 | $177 | S/L | 5.0000 | $111 | $11 |
| HP LASERJET PRO M083FDW-CHARLA OFFICE | 2023-05-25 | $558 | $177 | S/L | 5.0000 | $111 | $11 |
| HP LASERJET PRO M083FDW PRINTER-CHENZA OFFICE | 2023-05-25 | $558 | $177 | S/L | 5.0000 | $111 | $11 |
| SURFACE LAPTOP-GAIL | 2023-11-25 | $2,696 | $584 | S/L | 5.0000 | $539 | $54 |
| 30 INCH WARMING DRAWER | 2024-11-01 | $2,105 | $70 | STRAIGHT LINE | 5.0000 | $421 | $42 |
| COUNTERTOP MICROWAVE 1200 WATT | 2024-11-01 | $323 | $11 | STRAIGHT LINE | 5.0000 | $65 | $7 |
| SMART FRENCH DOOR REFRIGERATOR | 2024-11-01 | $2,199 | $37 | STRAIGHT LINE | 10.0000 | $220 | $22 |
| QUADWASH FRONT CONTROL 24 INCH DISHWASHER | 2024-11-01 | $650 | $22 | STRAIGHT LINE | 5.0000 | $130 | $13 |
| CALPHALON COUNTERTOP AIR FRYER OVEN | 2024-11-01 | $243 | $8 | STRAIGHT LINE | 5.0000 | $49 | $5 |
| VIBE CONFERENCE SYSTEM | 2024-11-01 | $11,750 | $392 | STRAIGHT LINE | 5.0000 | $2,350 | $235 |
| WAYFAIR CHIASSON ETAGERE BOOKCASE | 2024-11-01 | $671 | $11 | STRAIGHT LINE | 10.0000 | $67 | $7 |
| COCKTAIL TABLE FOR RECEPTION AREA | 2024-11-01 | $1,657 | $28 | STRAIGHT LINE | 10.0000 | $166 | $17 |
| SAVOY HOUSE LIGHTING-SMALL CONFERENCE ROOM | 2024-11-01 | $1,099 | $18 | STRAIGHT LINE | 10.0000 | $110 | $11 |
| RING DOORBELL | 2024-11-01 | $150 | $5 | STRAIGHT LINE | 5.0000 | $30 | $3 |
| (2) SAMSUNG TVS | 2024-11-01 | $1,864 | $62 | STRAIGHT LINE | 5.0000 | $373 | $38 |
| CLOCK RESTORATION | 2024-11-01 | $4,170 | $70 | STRAIGHT LINE | 10.0000 | $417 | $42 |
| GLASS TABLE TOP-SMALL CONFERENCE ROOM | 2024-11-01 | $968 | $16 | STRAIGHT LINE | 10.0000 | $97 | $10 |
| LEASEHOLD IMPROVEMENTS | 2024-11-01 | $132,278 | $551 | STRAIGHT LINE | 40.0000 | $3,308 | $331 |
| OFFICE FURNISHINGS | 2024-11-01 | $144,852 | $2,414 | STRAIGHT LINE | 10.0000 | $14,485 | $1,449 |
| MAIL BOSS WALL MOUNT MAILBOX | 2024-11-01 | $55 | $1 | STRAIGHT LINE | 10.0000 | $5 | $1 |
| FERGUSON HOT WATER DISPENSER | 2024-11-01 | $1,851 | $31 | STRAIGHT LINE | 10.0000 | $185 | $19 |
| FILE ROOM TABLE | 2024-11-01 | $413 | $7 | STRAIGHT LINE | 10.0000 | $41 | $4 |
| ARTWORK AND FRAMING | 2024-11-01 | $5,381 | $90 | STRAIGHT LINE | 10.0000 | $538 | $53 |
| LAMP SHADES | 2024-11-01 | $363 | $6 | STRAIGHT LINE | 10.0000 | $36 | $3 |
| DRAPERY PANELS | 2024-11-01 | $38,761 | $646 | STRAIGHT LINE | 10.0000 | $3,876 | $387 |
| SHOP TOP DISPLAYS | 2025-02-03 | $202 | S/L | 10.0000 | $19 | $2 | |
| XEROX COPIER | 2025-03-18 | $13,573 | S/L | 5.0000 | $2,036 | $203 | |
| CHENZA LAPTOP | 2025-11-12 | $2,581 | S/L | 5.0000 | $86 | $9 | |
| CHEST-RECEPTION AREA | 2025-02-27 | $1,112 | S/L | 10.0000 | $93 | $9 | |
| PENLEY FRAME-RECEPTION | 2025-03-17 | $1,085 | S/L | 10.0000 | $81 | $8 | |
| ROBERT GODSEY FRAME-BREAKROOM | 2025-03-17 | $433 | S/L | 10.0000 | $32 | $3 | |
| CAROL GRIFFIN OIL PAINTING-RECEPTION | 2025-04-14 | $2,236 | S/L | 10.0000 | $168 | $17 | |
| (2) CERAMIC PIECES-LARGE CONF ROOM | 2025-05-30 | $511 | S/L | 10.0000 | $30 | $3 | |
| SUNLIGHT THROUGH CRAPE MYRTLE FRAME-CHENZA | 2025-07-24 | $825 | S/L | 10.0000 | $34 | $3 | |
| WYNNE OPEN DEMILUNE TABLE-BALLARD DESIGNS | 2025-07-31 | $1,269 | S/L | 10.0000 | $53 | $5 | |
| MARTIN 3 DOOR CONSOLE TABLE-BALLARD DESIGNS | 2025-11-05 | $1,122 | S/L | 10.0000 | $19 | $2 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|
| WORKCENTRE 7835 COPIER | 2015-01 | PURCHASE | 2025-12 | $11,401 | $11,401 |
| HP PROBOOK - CHENZA'S | 2020-08 | PURCHASE | 2025-12 | $2,605 | $2,605 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | TRUIST | BondNm |
| EOY Book Value | $4,772,994 | EOYBookValueAmt |
| EOYFMV | $4,926,980 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB | StockNm |
| EOY Book Value | $43,584,612 | EOYBookValueAmt |
| EOYFMV | $45,333,074 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,377,996 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,516,825 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS & RE INVESTMENT TRUSTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $29,066,304 | BookValueAmt |
| EOYFMV | $67,202,152 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE, FIXTURES, EQUIPMENT | $328,202 | $107,163 | $221,039 | $221,039 |
| LEASEHOLD IMPROVEMENTS | $132,278 | $3,858 | $128,420 | $128,420 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAINTINGS - PENLEY | Desc |
| BOY Book Value | $50,000 | BOYBookValueAmt |
| EOY Book Value | $60,700 | EOYBookValueAmt |
| EOYFMV | $712,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BAD DEBT EXPENSE | $707,878 | $707,878 | |
| BANK CHARGES | $641 | $641 | |
| CEMETERY EXPENSE | $102,000 | $102,000 | |
| COMMUNICATIONS | $31,846 | $31,846 | |
| EQUIPMENT MAINTENANCE AND SUP | $34,058 | $3,406 | $30,652 |
| INTERNET, TELEPHONE, CABLE | $10,114 | $1,011 | $9,103 |
| OFFICE SUPPLIES AND EXPENSE | $9,405 | $940 | $8,465 |
| SCHOLARSHIP EXPENSE | $12,751 | $12,751 | |
| SUBSCRIPTIONS, DUES, INSURANC | $48,007 | $4,801 | $43,206 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INT/FEES-MISSION RELATED LOAN | Desc |
| Revenue And Expenses Per Books | $72,351 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $72,351 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (5 entries)
| Balance DueBalanceDueAmt |
|---|
| 455 THIRD LLC |
| $604,201 |
| 461 THIRD LLC |
| $1,575,500 |
| 544 MULBERRY LLC |
| $1,521,128 |
| BRANSON PROPERTY |
| $1,000,000 |
| DT WALTON |
| $974,613 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MONEY MANAGER SERVICES | $574,672 | $574,672 | |
| OTHER PROFESSIONAL FEES | $29,907 | $684 | $29,223 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES AND OTHER | $38,600 | $11,311 | $27,289 |
| EXCISE TAXES | $170,911 |