Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
TUTTLE NEWTON HOME INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2196 CENTRAL AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AUGUSTA, GA30904
A Employer identification number

58-0566249
B Telephone number (see instructions)

(706) 738-1472
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,476,196
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 118,256
2 Check bullet.............
3 Interest on savings and temporary cash investments 11 11 11
4 Dividends and interest from securities... 77,835 77,458 77,835
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 167,582
b Gross sales price for all assets on line 6a 1,544,633
7 Capital gain net income (from Part IV, line 2)... 167,582
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 843   843
12 Total. Add lines 1 through 11........ 364,527 245,051 78,689
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 63,771     54,205
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 6,676     5,675
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 9,563   9,563  
c Other professional fees (attach schedule).... 26,394 26,394 26,394  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,656     3,760
19 Depreciation (attach schedule) and depletion... 7,015    
20 Occupancy.............. 17,315     14,718
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 9,689   9,689  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 145,079 26,394 45,646 78,358
25 Contributions, gifts, grants paid....... 79,296 79,296
26 Total expenses and disbursements. Add lines 24 and 25 224,375 26,394 45,646 157,654
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 140,152
b Net investment income (if negative, enter -0-) 218,657
c Adjusted net income (if negative, enter -0-)... 33,043
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,768 18,668 18,668
2 Savings and temporary cash investments......... 353,705 253,688 253,688
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 130,082 Click to see attachment123,764 124,711
b Investments—corporate stock (attach schedule)....... 3,904,650 Click to see attachment3,211,886 3,211,886
c Investments—corporate bonds (attach schedule)....... 881,841 Click to see attachment861,790 861,790
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,970 Click to see attachment5,453 5,453
14 Land, buildings, and equipment: basis bullet21,964
Less: accumulated depreciation (attach schedule) bullet14,189 2,020 Click to see attachment7,775  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,280,036 4,483,024 4,476,196
Liabilities 17 Accounts payable and accrued expenses.......... 1,535 1,622
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,848  
23 Total liabilities (add lines 17 through 22)......... 4,383 1,622
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 5,275,653 4,481,402
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,275,653 4,481,402
30 Total liabilities and net assets/fund balances (see instructions). 5,280,036 4,483,024
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,275,653
2
Enter amount from Part I, line 27a .....................
2
140,152
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,120
4
Add lines 1, 2, and 3 ..........................
4
5,421,925
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
940,523
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,481,402
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 906,719   653,851 252,868
b 637,914   723,200 -85,286
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       252,868
b       -85,286
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 167,582
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,039
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,039
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,760
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,760
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 719
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet719 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletEMILY BOYLES Telephone no.bullet (706) 738-1472

    Located atbullet2196 CENTRAL AVENUEAUGUSTAGA ZIP+4bullet30904
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LEE ROBERTSON BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    DAVID J HOGG JR PRESDIENT
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    W TENNENT HOUSTON BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    SUSAN BARRETT BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    NEAL W DICKERT BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    EMILY BOYLES EXEC. DIR.
    40.00
    63,771 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    PAMELA HARRISON BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    WILLIAM MCKNIGHT BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    REMER Y BRINSON III BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    W CAMERON NIXON BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    MARTHA MASON GIBSON BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    LEROY H SIMKINS JR BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    JACQUELYN MURRAY BLANCHARD BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    PAUL H DUNBAR BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    SUSAN MEYERCORD RICE BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    PAUL S SIMON BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    W MARSHALL BROWN BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    MARY HULL FRAZIER BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    JEAN BOWE STRICKLAND BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    MINTA MCDIARMID NIXON BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    WARREN A DANIEL BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    BENITA MANNING LONG BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    HUGH L HAMILTON BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    PATRICK H PERRY BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    DAVID J HOGG SR BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    MARGARET S CAPERS BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    MARTHA HALL BAXTER SECRETARY
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    RAYMOND B BRADY BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    GRIER C BOVARD BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    PAUL B BAILEY JR BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    GEORGE A RUSH BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    MARY MELL BATTEY BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    GEORGE A SANCKEN III BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    JAMES W BENNETT JR BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    TARA RICE SIMKINS BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    KAREN NEWTON HULL BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    ELIZABETH KNOX HOPKINS BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    CATHERINE BLANCHARD BOARDMAN BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    CAROLINE SULLIVAN MORRIS BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENEU
    AUGUSTA,GA30904
    ZACK O DAFFIN BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    DENA JACKSON-PICKETT BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    JAMES B TROTTER BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    PAMELA JAMES DOUMAR BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    MARY HILL GARY BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    PAUL B BAILEY JR 1ST VICE PRE
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    ROBERT LYN ALLGOOD 2ND VICE-PRE
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    ELIZABETH MENGER MORRIS BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVE
    AUGUSTA,GA30904
    LEVI W HILL IV BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVE
    AUGUSTA,GA30904
    DAVIS H BEMAN BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVE
    AUGUSTA,GA30904
    DOUGLAS DAVANNE BATCHELOR BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    CLINT BRYANT BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    ELEANOR HARISON SLABY BD. MEMBER
    000.00
    0 0 0
    2196 CENTRAL AVENUE
    AUGUSTA,GA30904
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PAYMENTS OF EXPENSES FOR FOOD, CLOTHING, EDUCATION, BOARD AND RELATED EXPENSES FOR APPROXIMATELY 500 CHILDREN WHO ARE DEPRIVED OF ONE OR MORE PARENT. 78,148
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,852,891
    b
    Average of monthly cash balances.......................
    1b
    272,983
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,453
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,131,327
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,131,327
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    76,970
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,054,357
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    252,718
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
     
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7  
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 157,654
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus 157,654
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 157,654
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
    33,043 64,862 52,235 62,308 212,448
    b 85% (0.85) of line 2a ......... 28,087 55,133 44,400 52,962 180,582
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
    157,654 166,259 144,938 147,034 615,885
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    157,654 166,259 144,938 147,034 615,885
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
    168,479 160,527 140,180 138,628 607,814
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EMILY BOYLES
    2126 CENTRAL AVE
    AUGUSTA,GA30904
    (706) 738-1472
    bThe form in which applications should be submitted and information and materials they should include:
    REFERRALS BY SOCIAL WORKER & VARIOUS AGENCIES SUBMIT FINANCIAL STATEMENTS
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    YOUTH OF THE CENTRAL SAVANNAH RIVER AREA
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    VARIOUS
    2196 CENTRAL AVE
    AUGUSTA,GA30904
    NONE   PAYMENT OF EDUCATION EXPENSES 41,907
    VARIOUS
    2196 CENTRAL AVE
    AUGUSTA,GA30904
    NONE   FOOD FOR INDIGENT INDIVIDUALS 2,098
    VARIOUS
    2196 CENTRAL AVE
    AUGUSTA,GA30904
    NONE   PAYMENT OF NECESSARY LIVING EXPENSES 14,804
    VARIOUS
    2196 CENTRAL AVE
    AUGUSTA,GA30904
    NONE   CLOTHING FOR INDIGENT INDIVIDUALS 1,148
    VARIOUS
    2196 CENTRAL AVE
    AUGUSTA,GA30904
    NONE   PAYMENT OF RENT FOR INDIGENT INDIVID 13,508
    VARIOUS
    2196 CENTRAL AVE
    AUGUSTA,GA30904
    NONE   PAYMENT OF UTILITIES FOR INDIGENT 5,831
    Total .................................bullet 3a 79,296
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 11  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        14 167,582  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
        1 843  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   246,271  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    246,271
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    TUTTLE NEWTON HOME INC
     
    Employer identification number

    58-0566249
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    TUTTLE NEWTON HOME INC
     
    Employer identification number
    58-0566249
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    TRUSTEES OF THE AUGUSTA FREE SCHOOL
     
    PO BOX 3493
     
    AUGUSTA, GA30904

    $ 8,700


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    BUTTOLPH FOUNDATION
     
    PO BOX 927
     
    AUGUSTA, GA30903

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    CLINTON ANDERSON HOSPITAL FOUNDATION
     
    PO BOX 2247
     
    AUGUSTA, GA30903

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    CREEL-HARISON FOUNDATION
     
    PO BOX 1467
     
    AUGUSTA, GA30903

    $ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    POLLOCK FOUNDATION
     
    1138 GLENN AVENUE
     
    AUGUSTA, GA30904

    $ 40,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    MERRY BROTHERS FOUNDATION
    2919 SUSSEX ROAD
     
    AUGUSTA, GA30909

    $ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    TUTTLE NEWTON HOME INC
     
    Employer identification number

    58-0566249
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    TUTTLE NEWTON HOME INC
     
    Employer identification number

    58-0566249
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,563   9,563  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    VARIOUS 1974-07-01 2,021 2,021 S/L 10.0000        
    CHAIRS 1974-09-01 78 78 S/L 20.0000        
    4-DRAWER FILE CABINET 1987-06-17 94 94 S/L 7.0000        
    REFRIGERATOR 1975-05-01 175 175 S/L 5.0000        
    10 PEN & INK PRINTS 1990-10-01 1,316 1,316 S/L 10.0000        
    AIR CONDITIONER 1991-02-01 1,725 1,725 S/L 7.0000        
    CARPETING & VINYL 1991-02-01 2,390 2,390 S/L 7.0000        
    SOFA 1991-02-01 753 753 S/L 7.0000        
    DRAPES & RECOVERINGS 1991-02-01 254 254 S/L 7.0000        
    PHONE 1985-07-30 1,035 1,035 S/L 10.0000        
    CEMETERY LOT 1974-07-01 1 1            
    LEASEHOLD IMPROVEMENTS 2017-01-30 5,473 1,642 S/L 15.0000 365      
    WEBSITE 2022-06-30 3,000     3.0000 3,000      
    CEMETARY LOT IMPROVEMENTS 2022-04-27 3,650   150DB 15.0000 3,650      

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC. 2.900%, DUE 11/6/22 35,003 35,003
    AETNA INC 2.8% DUE 6/15/23 39,486 39,486
    AMERICAN EXPRESS 2.25% DUE 8/15/19 45,573 45,573
    AMERICAN HONDA 1%25 9/10/25    
    AMGEN 49,414 49,414
    AMGEN INC 2.2% 9/15/2024    
    BARCLAYS PLC 1.5% 8/28/30 38,771 38,771
    BAXTER INTERNTNL 1.7% DUE 8/15/21    
    BIOGEN INC 3.625% DUE 9/15/22 75,181 75,181
    CANADIAN IMPERIAL BANK 19,200 19,200
    CANADIAN IMPPERIA.9% 12/15/25    
    CIGNA CORP 45,130 45,130
    CIGNA CORP 1.25 3/15/26    
    CONAGRA BRANDS 1.375% DUE 11012027 41,760 41,760
    CONOCOPHILLIPS CO 2.4% DUE 9/15/22 39,001 39,001
    EQUINIX INC 44,818 44,818
    FLUOR CORP 3.5% DUE 12/15/24 48,188 48,188
    FRANKLIN RESOURCE 1.6%30 10/30/30 39,399 39,399
    GENERAL MOTORS 2.250% DUE10/20/29 40,196 40,196
    GEORGIA POWER CO 2.2% 9/15/2024 48,276 48,276
    GOLDMAN SACHS, 2.350%, DUE 11/15/21 40,719 40,719
    HCA HEALTCARE INC 2.375% DUE 7-15-31 39,090 39,090
    JPMORGAN CHASE F STERP 12/23/27    
    NATIONAL RURAL UTILITY 1% 6/15/26 44,866 44,866
    ORACLE CORP 3.250% DUE 11-15-27 46,008 46,008
    PERKINELMER 41,711 41,711
    QUALCOMM INC 3% DUE 5/20/22    
    THE GOLDMAN SACH 1.25 % 29 12/20/21    
    WELLS FARGO & CO 2.1% DUE 7/26/21    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE 109,818 109,818
    AEGON    
    AMAZON.COM 95,589 95,589
    AMERICAN EXPRESS    
    APPLE 121,407 121,407
    AUTO DATA PROCESSING 115,522 115,522
    AVERY DENNISON CORP 113,309 113,309
    BLACKSTONE INC 107,195 107,195
    CANADIAN NATURAL RESOURCES ADR (CA) 118,096 118,096
    CHARLES SCHWAB CORP 113,724 113,724
    CHURCH & DWIGHT 129,724 129,724
    DEERE & CO 112,301 112,301
    GENERAC HOLDINGS 84,232 84,232
    GOLDMAN SACHS PFD 41,460 41,460
    HOME DEPOT INC 130,278 130,278
    HONEYWELL INTL INC 119,581 119,581
    INTERNATIONAL PAPER    
    JOHNSON & JOHNSON 124,257 124,257
    JP MORGAN CHASE & CO 112,610 112,610
    MC CORMICK & CO 116,550 116,550
    MEDTRONIC PLC    
    METLIFE, INC 43,440 43,440
    MICROSOFT CORP 128,415 128,415
    NESTLE S A 116,390 116,390
    PAYPAL HOLDINGS INC 69,840 69,840
    ROCKWELL 114,603 114,603
    S&P GLOBAL INC 126,398 126,398
    TELEDYNE TECHNOLOGIES 105,031 105,031
    TEXAS INSTRUMENTS 122,920 122,920
    THERMO FISHER SCNTFC 131,474 131,474
    TOYOTA MOTOR CORP    
    UNITED PARCEL SRVC 127,778 127,778
    UNITEDHEALTH GROUP 118,135 118,135
    VERIZON COMMUNICATION    
    WAL-MART STORES    
    ZOETIS INC 141,809 141,809

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    US Government Securities - End of Year Book Value:

    123,764
    US Government Securities - End of Year Fair Market Value:

    124,711
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INTEREST RECEIVABLE FMV 5,453 5,453

    TY 2021 LandEtcSchedule2
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 21,964 14,189 7,775  


    TY 2021 OtherDecreasesSchedule
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Description Amount
    UNREALIZED LOSS INVESTMENT 940,523


    TY 2021 OtherExpensesSchedule
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INSURANCE 1,278   1,278  
    MISCELLANEOUS 3,509   3,509  
    OFFICE SUPPLIES 4,887   4,887  
    PENALTIES        
    BANK CHARGES 15   15  


    TY 2021 OtherIncomeSchedule2
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 843   843


    TY 2021 OtherIncreasesSchedule
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Description Amount
    BOOK TAX DIFFERENCE 6,120


    TY 2021 OtherLiabilitiesSchedule
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED EXCISE TAX 2,848  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 26,394 26,394 26,394  


    TY 2021 TaxesSchedule
    Name:
    TUTTLE NEWTON HOME INC
    EIN:
    58-0566249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 3,760     3,760
    FOREIGN TAX 896      
    TAXES & LICENSES