| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING FEES | 17,100 | 1,710 | 0 | 15,390 |
| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM AND CONTENT OF APPLICATIONS | FORM 990-PF PART XV LINE 2B - 2D | THE FOUNDATION EMPLOYS A TWO-STEP PROCESS FOR RECEIVING AND CONSIDERING RESPONSIVE GRANT REQUESTS. THE STEPS INCLUDE SUBMISSION OF A LETTER OF INQUIRY AND, UPON INVITATION OF THE FOUNDATION, A GRANT APPLICATION. DIRECT CONTACT WITH TRUSTEES IS STRONGLY DISCOURAGED, BUT TRUSTEES DO ENCOURAGE POTENTIAL APPLICANTS TO COMMUNICATE WITH FOUNDATION STAFF PRIOR TO SUBMISSION OF ANY PROPOSAL. THE FOUNDATION SEEKS TO USE EVIDENCE OF PERFORMANCE, IN ADDITION TO DEMONSTRATION OF NEED, TO MAKE FUNDING DECISIONS. ACCORDINGLY, THE LETTER OF INQUIRY SHOULD INCLUDE A DESCRIPTION OF CLIENTS, PATIENTS, AND COMMUNITIES WHO HAVE BENEFITTED FROM THE REQUESTING ORGANIZATION'S SERVICES AS WELL AS A DESCRIPTION OF THESE BENEFITS IN QUANTIFIABLE TERMS. IT SHOULD ALSO INCLUDE INFORMATION ON WHY THE ORGANIZATION IS UNIQUELY QUALIFIED TO DELIVER HEALTH SERVICES AND/OR PROGRAMS BASED ON ITS PREVIOUS PERFORMANCE AND SPECIFIC ACCOMPLISHMENTS. LETTER OF INQUIRY MUST BE SIGNED BY THE CHIEF ADMINISTRATIVE OFFICER AND CHAIR OF THE GOVERNING BOARD OF THE ORGANIZATION AND SHOULD INCLUDE AS ATTACHMENTS:- A LIST OF THE MEMBERS OF THE GOVERNING BOARD;- A CURRENT BUDGET FOR THE ORGANIZATION AND PROGRAM TO BE CONSIDERED FOR FUNDING, IF APPLICABLE; AND- A COPY OF THE ORGANIZATION'S INTERNAL REVENUE SERVICE LETTER, WHICH ATTESTS TO THE ORGANIZATION'S TAX-EXEMPT STATUS.- A COPY OF THE ORGANIZATION'S MOST RECENT ANNUAL REPORT OR OTHER DONOR LISTING. LETTERS OF INQUIRY SHOULD NOT EXCEED TWO PAGES IN LENGTH, NOT INCLUDING THE ATTACHMENTS LISTED ABOVE. |
| DISTRIBUTION TO A DONOR ADVISED FUND | 990-PF PART VII-A LINE 12 | THE JESSE PARKER WILLIAMS FOUNDATION MADE A QUALIFYING DISTRIBUTION TO A DONOR ADVISED FUND MAINTAINED BY THE COMMUNITY FOUNDATION FOR GREATER ATLANTA. THE TRUSTEES WILL ADVISE THE DONOR ADVISED FUND IN MAKING CHARITABLE GRANTS TO SUPPORT ACTIVITIES IMPROVING THE HEALTH OF WOMEN AND CHILDREN. |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| BNY MELLON | 16,259,746 | 21,564,744 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| BNY MELLON | AT COST | 10,571,010 | 10,741,043 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LEGAL FEES | 5,884 | 588 | 0 | 5,295 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| POSTAGE & DELIVERY | 753 | 75 | 0 | 677 |
| PARKING | 1,474 | 147 | 0 | 1,326 |
| OFFICE SUPPLIES & EXPENSE | 868 | 87 | 0 | 781 |
| MEETINGS | 339 | 34 | 0 | 305 |
| MISCELLANEOUS | 486 | 49 | 0 | 438 |
| INSURANCE - GENERAL | 9,940 | 994 | 0 | 8,946 |
| DUES AND SUBSCRIPTIONS | 3,599 | 360 | 0 | 3,239 |
| BANK CHARGES | 579 | 58 | 0 | 521 |
| COMPUTER SERVICES | 5,534 | 553 | 0 | 4,980 |
| PAYROLL EXPENSE | 1,594 | 159 | 0 | 1,435 |
| TELEPHONE | 2,579 | 258 | 0 | 2,321 |
| Description | Amount |
|---|---|
| ADJUSTMENT IN RETAINED EARNINGS | 24,098 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES-FUNDS | 157,663 | 157,663 | 0 | 0 |
| PROFESSIONAL FEES | 9,248 | 0 | 0 | 9,248 |
| GRANTMAKING CONSULTING | 789 | 0 | 0 | 789 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAXES - PAYROLL | 8,760 | 876 | 0 | 7,884 |
| TAXES-FOREIGN TAXES PAID | 11,707 | 11,707 | 0 | 0 |