2025-11-12T10:08:18-06:00 2024-12-31 581673613 BENNETT THRASHER LLP 3300 RIVERWOOD PARKWAY 700 ATLANTA GA 30339 990 2024-01-01 203798084 THE SHUMARD FOUNDATION INC C/O DOUGLAS W DUNCAN ESQ SHUM 4042622000 3295 RIVER EXCHANGE DR 242 NORCROSS GA 30092 CURTIS L SHUMARD PRESIDENT 4042622000 2025-11-06 1 1 TOWNSELL G MARSHALL III P00358404 7703962200 2025-11-04 2024 2025-03-06 01:10:19Z X CURTIS L SHUMARD 3520 PIEDMONT ROAD NE STE 200 ATLANTA GA 30305 8788907 0 X N/A X 2005 GA TO PROVIDE FINANCIAL SUPPORT TO OR FOR THE BENEFIT OF THE SERVANT FOUNDATION, INC. DBA THE SIGNATRY. 9 7 0 0 0 0 1012450 2000 0 0 2148893 7576844 1293 13825 3162636 7592669 2124104 1534030 0 0 0 0 0 0 0 147842 77957 2271946 1611987 890690 5980682 20698371 26702639 0 0 20698371 26702639 THE SHUMARD FOUNDATION, INC. SUPPORTS CHARITIES THAT ARE 501(C)(3) ORGANIZATIONS AND ARE QUALIFIED TO BE SUPPORTED BY THE SERVANT FOUNDATION, INC. DBA THE SIGNATRY. 0 0 1534030 1534030 THE SHUMARD FOUNDATION, INC. SUPPORTS CHARITIES THAT ARE 501(C)(3) ORGANIZATIONS AND ARE QUALIFIED TO BE SUPPORTED BY THE SERVANT FOUNDATION, INC. DBA THE SIGNATRY. SEE SCHEDULE I FOR A DETAILED LIST OF GRANTS TO QUALIFIED CHARITIES. 1534030 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 GA X MENDIE HOGAN 4043106178 3295 RIVER EXCHANGE DR STE 242 NORCROSS GA 30092 WILLIAM J LONG TRUSTEE/TREASURER 3.00 X X 0 0 0 JOEL REED TRUSTEE 0.50 X 0 0 0 DALE ARMSTRONG TRUSTEE 0.50 39.50 X 0 314972 21983 GARY LONG TRUSTEE 0.50 X 0 0 0 CURTIS L SHUMARD TRUSTEE/ PRESIDENT 5.00 X X 0 0 0 KENNETH M SHUMARD JR TRUSTEE/ SECRETARY 3.00 X X 0 0 0 THERESA LONG TRUSTEE 0.50 X 0 0 0 JULIE S POTTS TRUSTEE 0.50 X 0 0 0 ROBERT B SHUMARD TRUSTEE 0.50 X 0 0 0 0 314972 21983 1 0 1 0 0 2000 2000 3214101 3214101 5558981 1196238 4362743 4362743 4362743 OTHER INCOME 900099 13825 13825 13825 7592669 0 0 7590669 1534030 1534030 50938 50938 1148 1148 30 30 884 884 455 455 ACCOUNT MANAGEMENT FEES 22721 22721 MISCELLANEOUS 1235 1235 FOREIGN TAXES PAID 399 399 POSTAGE & MAILING SERVI 75 75 72 72 1611987 1534030 77957 0 327223 2588079 9499010 8129442 0 6191363 10872138 9793755 20698371 26702639 0 0 X 0 0 0 0 20698371 26702639 20698371 26702639 20698371 26702639 X 5980682 23586 X X 0 1 X 0 0 X X X 1 SERVANT FOUNDATION INC DBA THE SIGNATRY 431890105 10 1 1534030 0 1 1534030 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, 12(G) COLUMN (V) AMOUNT OF MONETARY SUPPORT: $1,534,030 IS THE AMOUNT OF TOTAL GRANTS MADE TO 501(3)(C) ORGANIZATIONS SUPPORTED BY THE SERVANT FOUNDATION, INC. DBA THE SIGNATRY, AND IS NOT DIRECT MONETARY SUPPORT TO THE SERVANT FOUNDATION, INC. DBA THE SIGNATRY. 0 FIDELITY #9710 3173426 C FIDELITY #1589 735383 C FIDELITY #1649 2281844 C DIVIDENDS RECEIVABLE 710 C 6191363 INVESTMENT IN CREOLA II, INC. 9793755 9793755 X 7592669 0 7592669 0 7592669 1611987 0 1611987 0 1611987 PART X, LINE 2: THE FOUNDATION FOLLOWS FASB'S GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAX (ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES), WHICH CREATES A SINGLE MODEL TO ADDRESS UNCERTAIN TAX POSITIONS AND CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A "MORE LIKELY THAN NOT" MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. UNDER THE REQUIREMENTS, TAX-EXEMPT ORGANIZATIONS MAY BE REQUIRED TO RECORD AN OBLIGATION AS THE RESULT OF A TAX POSITION THEY HAVE HISTORICALLY TAKEN ON VARIOUS TAX EXPOSURE ITEMS. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO SHUMARD'S TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE FOUNDATION'S FINANCIAL STATEMENTS. AT DECEMBER 31, 2020 - 2024 NO LIABILITIES WERE RECORDED FOR UNCERTAIN TAX POSITIONS. 1 LIPSCOMB UNIVERSITY ONE UNIVERSITY PARK DRIVE NASHVILLE TN 37204 620485733 501(C)(3) 500000 0 CASH LIPSCOMB LEADS CAMPAIGN SERVANT FOUNDATION DBA THE SIGNATRY 7171 W 95TH STREET STE 501 OVERLAND PARK KS 66212 431890105 501(C)(3) 1005000 0 CASH THE SHUMARD FOUNDATION FUND SERVANT FOUNDATION DBA THE SIGNATRY 7171 W 95TH STREET STE 501 OVERLAND PARK KS 66212 431890105 501(C)(3) 25000 0 CASH THE G3 SHUMARD GIVING FUND 3 PART I, LINE 2: FOR EACH GRANT MADE BY THE ORGANIZATION, A GRANT LETTER IS INCLUDED WITH THE CHECK STATING THE PURPOSE OF THE GRANT AND REQUIRING THAT THE GRANT RECIPIENT SIGN AND RETURN THE LETTER AS CERTIFICATION THAT THE ORGANIZATION WILL USE THE FUNDS AS OUTLINED IN THE LETTER. 0 1 0 0 0 0 0 0 0 DALE ARMSTRONG TRUSTEE 0 224328 0 90644 0 0 0 9230 0 12753 0 336955 0 0 PART I, LINE 4B SIGNATRY DESIGNED DALE ARMSTRONG'S COMPENSATION FORM 990, PART VI, SECTION A, LINE 2 CURT SHUMARD IS THE COUSIN OF KEN SHUMARD, JR., JULIE S. POTTS AND ROBERT B. SHUMARD. WILLIAM LONG AND GARY LONG ARE FATHER AND SON. WILLIAM LONG IS THE FATHER-IN-LAW OF THERESA LONG. GARY LONG AND THERESA LONG ARE MARRIED. KEN SHUMARD, JR., JULIE S. POTTS AND ROBERT B. SHUMARD ARE SIBLINGS AND THE COUSIN OF CURT SHUMARD. FORM 990, PART VI, SECTION A, LINE 7A BRENDA JOYCE SHUMARD APPOINTED FOUR OF THE NINE BOARD MEMBERS. THE SERVANT FOUNDATION, INC DBA THE SIGNATRY APPOINTED FIVE OF THE NINE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B N/A - THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD IS PROVIDED A COPY OF THE FORM 990 EITHER BY EMAIL OR, IF POSSIBLE, DURING A BOARD MEETING, ALLOWING TIME FOR REVIEW AND COMMENTS BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD OF TRUSTEES IS SMALL, WITH ONLY NINE MEMBERS. THE ORGANIZATION'S OFFICERS MAINTAIN FAMILIARITY WITH THE COMMUNITY STATUS AND BUSINESS ACTIVITIES AND INTERESTS OF THE TRUSTEES. THE ORGANIZATION IS A SUPPORTING ORGANIZATION FOR THE SERVANT FOUNDATION, INC. DBA THE SIGNATRY, AND THAT ORGANIZATION APPOINTS A MAJORITY OF THE ORGANIZATION'S TRUSTEES. THE ORGANIZATION'S OFFICERS CONSULT WITH THE SERVANT FOUNDATION INC. DBA THE SIGNATRY AND THE ORGANIZATION'S LEGAL COUNSEL WHEN APPROPRIATE TO ENSURE THE ORGANIZATION'S COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS COPIES OF ITS EXEMPTION APPLICATION AND THREE MOST RECENT ANNUAL RETURNS AVAILABLE FOR INSPECTION AT ITS OFFICE. FORM 990, PART XI, LINE 9: INCOME ON RETURN NOT ON BOOKS 8,586. RECOVERY OF PRIOR-YEAR GRANT 15,000. FORM 990, PART XII, LINE 1: THE INCOME STATEMENT AND BALANCE SHEET ARE REPORTED ON A TAX BASIS. FORM 990, PART XII, LINE 2B AND 2C: THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE SERVANT FOUNDATION, INC. DBA THE SIGNATRY'S CONSOLIDATED ANNUAL AUDIT. THE SERVANT FOUNDATION, INC. DBA THE SIGNATRY HAS A GOVERNANCE COMMITTEE RESPONSIBLE FOR OVERSIGHT. SERVANT FOUNDATION INC DBA THE SIGNATRY 7171 W 95TH STREET STE 501 OVERLAND PARK KS 66212 431890105 FACILIATES REVOLUTIONARY GENEROSITY BY PROVIDING GRANTS FOR NONPROFITS KS 501(C)(3) 170(B)(1)(A)(VI) N/A 0 CREOLA II INC 45 TECHNOLOGY PARKWAY S SUITE 205 PEACHTREE CORNERS GA 30092 460713559 INVESTMENT HOLDING COMPANY GA THE SHUMARD FOUNDATION C 10461476 1.00000 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CREOLA II INC D 7902715 CASH CREOLA II INC A 2817245 INTEREST RECEIVABLE CREOLA II INC E 969567 LOAN REPAYMENT CREOLA II INC A 39900 LOAN INTEREST CREOLA II INC B 345810 CAPITAL CONTRIBUTION PART V, 1(D) AND 2, ITEM 1: THE ORGANIZATION HAS A PROMISSORY LINE OF CREDIT RECEIVABLE WITH NO STATED MAXIMUM, OUTSTANDING BALANCE: $7,902,715; DATED: OCTOBER 31, 2012; THE SHUMARD FOUNDATION, INC. AS LENDER, AND CREOLA II, INC. AS DEBTOR; PAYABLE ON DEMAND. ALL INVESTMENTS FUNDED BY THIS LINE OF CREDIT HAVE BEEN APPROVED BY THE BOARD. PART V, 1(B) AND 2, ITEM 5: THE SHUMARD FOUNDATION MADE AN ADDITIONAL INVESTMENT IN CREOLA II, INC. BY CONTRIBUTING AN INVESTMENT IN STAR WAY INVESTORS, LLC.