Civic Intelligence

Daisy Davies Educational Foundation FBO Friendship Class Ptree

990PF • Fiscal year 2017 • EIN 58-6030091

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 20, 2018

Organization Profile
905 Audrey DriveWoodstock, GA 30188

(404) 927-5592

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.19x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-184%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-5.1%

Faster asset growth than 34% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

2.8%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$288,845

Down $15,550 (-5.1%) from 2016

Net Assets

Down

$287,202

Down $15,550 (-5.1%) from 2016

Liabilities

Flat

$1,643

Flat from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin4th percentile

Revenue

Up

$8,462

Up $233 (+2.8%) from 2016

Expenses

Up

$24,012

Up $11,002 (+85%) from 2016

Net Income

Down

-$15,550

Down $10,769 (-225%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$600K$400K$200K$0Assets 2012: $320,693Liabilities 2012: $1,5752012Assets 2013: $311,857Liabilities 2013: $1,6432013Assets 2014: $300,435Liabilities 2014: $1,643Net Assets 2014: $298,7922014Assets 2015: $309,176Liabilities 2015: $1,643Net Assets 2015: $307,5332015Assets 2016: $304,395Liabilities 2016: $1,643Net Assets 2016: $302,7522016Assets 2017: $288,845Liabilities 2017: $1,643Net Assets 2017: $287,2022017Assets 2018: $291,903Liabilities 2018: $1,643Net Assets 2018: $290,2602018Assets 2019: $401,904Liabilities 2019: $1,643Net Assets 2019: $400,2612019Assets 2020: $394,897Liabilities 2020: $1,643Net Assets 2020: $393,2542020Assets 2021: $398,355Liabilities 2021: $1,643Net Assets 2021: $396,7122021Assets 2022: $484,069Liabilities 2022: $1,643Net Assets 2022: $482,4262022Assets 2023: $470,767Liabilities 2023: $1,643Net Assets 2023: $469,1242023Assets 2024: $541,208Liabilities 2024: $1,643Net Assets 2024: $539,5652024

Highlighted filing

2017

Assets$288,845
Liabilities$1,643
Net Assets$287,202
Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $9,852Expenses 2012: $21,119Net Income 2012: -$11,2672012Revenue 2013: $13,204Expenses 2013: $22,108Net Income 2013: -$8,9042013Revenue 2014: $14,819Expenses 2014: $10,072Net Income 2014: $4,7472014Revenue 2015: $23,309Expenses 2015: $14,568Net Income 2015: $8,7412015Revenue 2016: $8,229Expenses 2016: $13,010Net Income 2016: -$4,7812016Revenue 2017: $8,462Expenses 2017: $24,012Net Income 2017: -$15,5502017Revenue 2018: $8,121Expenses 2018: $5,063Net Income 2018: $3,0582018Revenue 2019: $130,425Expenses 2019: $20,424Net Income 2019: $110,0012019Revenue 2020: $15,410Expenses 2020: $22,417Net Income 2020: -$7,0072020Revenue 2021: $27,942Expenses 2021: $24,484Net Income 2021: $3,4582021Revenue 2022: $101,480Expenses 2022: $15,766Net Income 2022: $85,7142022Revenue 2023: $3,156Expenses 2023: $16,458Net Income 2023: -$13,3022023Revenue 2024: $101,659Expenses 2024: $31,218Net Income 2024: $70,4412024

Highlighted filing

2017

Revenue$8,462
Expenses$24,012
Net Income-$15,550
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 20, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R THOMASTreasurer &-$0--
EVE P RESPESSSecretary-$0--
CECIL MORRISONTrustee-$0--
DOTTIE SMITHChairman-$0--
LINDLEY M SMALLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Daisy Davies Educational Foundation
EIN
58-6030091
Phone
4049275592
Address
905 AUDREY DRIVE, WOODSTOCK, GA 30188

Signing Officer

Name
David R Thomas
Title
Treasurer & Trustee
Phone
4049275592
Signed
2018-08-20

Preparer

Firm
Brooks Mcginnis & Company LLC
Address
5607 GLENRIDGE DR STE 650, ATLANTA, GA 30342-4959
Preparer
Pamela D Hardister
Phone
4045314940
Raw XML Appendix305 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0285140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0397624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SUNTRUST INVESTMENTS - 7937163
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06962
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06962
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06962
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06962
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06962
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-15550
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01855
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01855
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt024012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06962
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08462
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02012
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FEDERATED TRSY OBLIG
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-15550
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0287202
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0302752
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0287202
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019223
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019223
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019223
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019273
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt050
IRS990PF/DistributableAmountGrp/TotalTaxAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt050
IRS990PF/FMVAssetsEOYAmt0401076
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt017079
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03452
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0287063
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0285140
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0397624
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0253
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0253
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01643
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01643
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0304395
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0288845
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0401076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01643
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01643
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0304395
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0288845
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0302752
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0287202
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0302752
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0287202
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0391338
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017677
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0373661
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05870
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019273
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0385468
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0391338
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID R THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EVE P RESPESS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CECIL MORRISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DOTTIE SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LINDLEY M SMALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TREASURER &
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0905 AUDREY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1905 AUDREY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2905 AUDREY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3905 AUDREY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4905 AUDREY DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WOODSTOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WOODSTOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WOODSTOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WOODSTOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WOODSTOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd130188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd230188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd330188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd430188
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt017583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt017633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt011000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt014013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt010072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt019509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt022108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.030864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.040436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.029716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.058030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.069025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0385468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0356403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0346548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0338939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0336187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0320288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt022000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.228071
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt021950
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt022000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt050
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt022000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID R THOMAS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0905 AUDREY DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WOODSTOCK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030188
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04049275592
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0INTERVIEWING AND AWARDING FINANCIAL HELP TO THEOLOGY STUDENTS WHO ARE NOT RELATED TO ANY TRUSTEE OR OFFICER.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt022000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER TO EXPLAIN GOALS AND OBJECTIVES SUPPORTED BY A BUDGET PROPOSAL OF INCOME AND EXPENSE AND SOURCE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID R THOMAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04049275592
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0905 AUDREY DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WOODSTOCK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd030188
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEPTEMBER 1ST OF EACH YEAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE REVEREND G THOMAS MARTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LATHEM POSTELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2DIANE HARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0210 CANDLESTICK COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1804 EGGIE COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22313 DAMPTON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MARIETTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MCDONOUGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PLANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130252
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275025
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0PEACHTREE ROAD UNITED
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine2Txt0METHODIST CHURCH
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0CHURCH
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0SUNDAY SCHOOL FRIENDSHIP CLASS OPERATES THE FOUNDATION
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018228
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03772
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019223
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0995
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03772
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0253
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM PEACHTREE ROAD CHURCH
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0253
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUNTRUST MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01855
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01855
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01643
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO PEACHTREE ROAD CHURCH
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01643
TaxesSchedule/TaxesDetail/Amt0157
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0157
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID R THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04049275592
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAISY DAVIES EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAIS
ReturnHeader/Filer/EIN0586030091
ReturnHeader/Filer/PhoneNum04049275592
ReturnHeader/Filer/USAddress/AddressLine1Txt0905 AUDREY DRIVE
ReturnHeader/Filer/USAddress/CityNm0WOODSTOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030188
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId003CEF178FBED6CDFA9E9A33F610896242BB1D666
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003CEF178FBED6CDFA9E9A33F610896242BB1D666
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.91.158.145
ReturnHeader/FilingSecurityInformation/IPDt02018-08-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:51:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582161308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROOKS MCGINNIS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05607 GLENRIDGE DR STE 650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303424959
ReturnHeader/PreparerPersonGrp/PhoneNum04045314940
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA D HARDISTER
ReturnHeader/ReturnTs02018-08-24T10:51:43-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$288,845
Liabilities
$1,643
Net assets
$287,202
Revenue
$8,462
Expenses
$24,012
Net income
-$15,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.41$0.02$5.40$1.02$0.31$0.70
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.02$4.69$0.03$0.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.02$4.82$1.01$0.16$0.86
2021Detailed filing. Detailed filing data is available for this year.$3.98$0.02$3.97$0.28$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.95$0.02$3.93$0.15$0.22$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.02$0.02$4.00$1.30$0.20$1.10
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.02$2.90$0.08$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.89$0.02$2.87$0.08$0.24$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.02$3.03$0.08$0.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.02$3.08$0.23$0.15$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.02$2.99$0.15$0.10$0.05
2013Summary only. Only limited summary data is available for this year.$3.12$0.02$0.13$0.22$0.09
2012Summary only. Only limited summary data is available for this year.$3.21$0.02$0.10$0.21$0.11