Civic Intelligence

Somerset Foundation Inc C/O Mary Virginia Davis

990PF • Fiscal year 2019 • EIN 58-2360568

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 12, 2020

Organization Profile
3340 peachtree rd Suite 1775Atlanta, GA 30326

(404) 812-7121

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

20%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,666,437

Up $173,779 (+12%) from 2018

Net Assets

Up

$1,666,437

Up $173,779 (+12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin89th percentile

Revenue

Up

$342,051

Up $58,039 (+20%) from 2018

Expenses

Up

$169,311

Up $21,851 (+15%) from 2018

Net Income

Up

$172,740

Up $36,188 (+27%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $770,097Liabilities 2010: $0Net Assets 2010: $770,0972010Assets 2011: $815,695Liabilities 2011: $0Net Assets 2011: $815,6952011Assets 2012: $809,799Liabilities 2012: $0Net Assets 2012: $809,7992012Assets 2013: $1,038,473Liabilities 2013: $0Net Assets 2013: $1,038,4732013Assets 2014: $1,045,152Liabilities 2014: $0Net Assets 2014: $1,045,1522014Assets 2015: $1,029,482Liabilities 2015: $0Net Assets 2015: $1,029,4822015Assets 2016: $1,111,274Liabilities 2016: $0Net Assets 2016: $1,111,2742016Assets 2017: $1,396,580Liabilities 2017: $0Net Assets 2017: $1,396,5802017Assets 2018: $1,492,658Liabilities 2018: $0Net Assets 2018: $1,492,6582018Assets 2019: $1,666,437Liabilities 2019: $0Net Assets 2019: $1,666,4372019Assets 2020: $1,667,346Liabilities 2020: $0Net Assets 2020: $1,667,3462020Assets 2021: $1,590,174Liabilities 2021: $0Net Assets 2021: $1,590,1742021Assets 2022: $1,486,176Liabilities 2022: $0Net Assets 2022: $1,486,1762022Assets 2023: $1,522,221Liabilities 2023: $0Net Assets 2023: $1,522,2212023Assets 2024: $2,459,374Liabilities 2024: $0Net Assets 2024: $2,459,3742024

Highlighted filing

2019

Assets$1,666,437
Liabilities$0
Net Assets$1,666,437
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $59,8692010Expenses 2011: $56,8552011Expenses 2012: $62,4052012Revenue 2013: $297,346Expenses 2013: $67,937Net Income 2013: $229,4092013Revenue 2014: $41,621Expenses 2014: $67,942Net Income 2014: -$26,3212014Revenue 2015: $109,564Expenses 2015: $82,868Net Income 2015: $26,6962015Revenue 2016: $240,172Expenses 2016: $83,804Net Income 2016: $156,3682016Revenue 2017: $657,008Expenses 2017: $97,019Net Income 2017: $559,9892017Revenue 2018: $284,012Expenses 2018: $147,460Net Income 2018: $136,5522018Revenue 2019: $342,051Expenses 2019: $169,311Net Income 2019: $172,7402019Revenue 2020: $172,548Expenses 2020: $171,639Net Income 2020: $9092020Revenue 2021: $128,618Expenses 2021: $198,476Net Income 2021: -$69,8582021Revenue 2022: $79,248Expenses 2022: $168,909Net Income 2022: -$89,6612022Revenue 2023: $225,329Expenses 2023: $189,284Net Income 2023: $36,0452023Revenue 2024: $1,124,008Expenses 2024: $223,257Net Income 2024: $900,7512024

Highlighted filing

2019

Revenue$342,051
Expenses$169,311
Net Income$172,740
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY VIRGINIA DAVISSecretary-$0--
frances s davisCEO-$0--
robert bryan davisCFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantATLANTA YOUTH ACADEMYCHARITABLE CONTRIBUTIONEOFATLANTA, GA, US$20,000
Paid Grantclifton sanctuary ministriescharitable contributionEOFatlanta, GA, US$20,000
Paid Grantstar-c communitiescharitable contributionEOFatlanta, GA, US$15,000
Paid GrantTHE GOOD SAMARITAN HEALTH CENTERCHARITABLE CONTRIBUTIONEOFATLANTA, GA, US$10,000
Paid GrantRONALD MCDONALD HOUSECHARITABLE CONTRIBUTIONEOFATLANTA, GA, US$10,000
Paid Grantconnections schoolCHARITABLE CONTRIBUTIONEOFatlanta, GA, US$10,000
Paid Grantboys and girls club of the plateaucharitable contributionEOFcashiers, NC, US$10,000
Paid Grantthe shephard centercharitable contributionsEOFatlanta, GA, US$10,000
Paid Granteagle ranchcharitable contributionEOFflowery branch, GA, US$10,000
Paid GrantgilgalCHARITABLE CONTRIBUTIONEOFatlanta, GA, US$5,000
Paid GrantBEN FRANKLIN ACADEMYCHARITABLE CONTRIBUTIONEOFATLANTA, GA, US$5,000
Paid GrantCREATE YOUR DREAMSCHARITABLE CONTRIBUTIONEOFATLANTA, GA, US$5,000
Paid Grantmt youth charities jam fundCHARITABLE CONTRIBUTIONEOFcashiers, NC, US$5,000
Paid GrantHEARTBOUND MINISTRIESCHARITABLE CONTRIBUTIONEOFATLANTA, GA, US$5,000
Paid Granthumorology atlanta hacharitable contributionEOFatlanta, GA, US$5,000
Paid Grantaris theatrechartiable contributionEOFatlanta, GA, US$5,000
Filing and Contact Details

Filer

Filer Name
somerset foundation inc
EIN
58-2360568
In Care Of
% MARY VIRGINIA DAVIS
Address
3340 peachtree rd Suite 1775, ATLANTA, GA 30326

Signing Officer

Name
Mary Virginia Davis
Title
secretary
Phone
7704317901
Signed
2020-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Massing Company Pc
Address
2675 PACES FERRY RD STE 230, ATLANTA, GA 30339
Preparer
Larry H Massing
Phone
7704317901
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt811398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1024994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-11551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt329741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt415743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt515744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6107256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt739978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt838465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt939078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-11551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt329741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt415743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt515744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6107256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt739978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt838465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt939078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt046345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt332122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt416933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6114398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt742359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt849863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt940900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc05000 SHS CAMECO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc125000 SHS BED BATH & BEYOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2.4 SJS FISERV INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3200 SHS NVIDIA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100 SHS NVIDIA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100 SHS NVIDIA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6600 SHS NVIDIA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200 SHS NVIDIA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8400 SHS EQUIFAX INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9200 SHS HOME DEPOT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1025000 SHS SHELL INTERNTNL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0276106
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0172740
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05000
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06039
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01671437
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01492658
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01666437
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0134863
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0134863
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0134863
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0139940
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05077
IRS990PF/DistributableAmountGrp/TotalTaxAmt05077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt01998-05-04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05240
IRS990PF/FMVAssetsEOYAmt02960075
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0687862
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0693088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0697230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0741953
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0873130
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02162626
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01492658
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01666437
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt062843
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0100219
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0100219
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01492658
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01666437
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02960075
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01492658
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01666437
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01492658
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01666437
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02841428
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0114955
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02726473
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042621
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0139940
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02798807
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02841428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY VIRGINIA DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1frances s davis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2robert bryan davis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ceo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2cfo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0TOWER PLACE 100 SUITE 1775
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt121 WALKER TERRACE NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22007 TUXEDO AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt03340 PEACHTREE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1atlanta
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2atlanta
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030326
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd130309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd230307
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0117735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0120273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0125000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt085000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt075000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt074307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt060000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.034379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.042726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.040107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02798807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02779703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02472457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01755365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01543305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01496014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0150000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.210329
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0150000
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0150000
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0150000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,666,437
Liabilities
$0
Net assets
$1,666,437
Revenue
$342,051
Expenses
$169,311
Net income
$172,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$1.12$0.22$0.90
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.23$0.19$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.08$0.17$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.13$0.20$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.17$0.17$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.34$0.17$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.28$0.15$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.66$0.10$0.56
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.24$0.08$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.11$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.30$0.07$0.23
2012Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.06
2010Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.06