TRAVIS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TRAVIS FOUNDATION (EIN 03-0403673)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-12
- IRS object ID
- 202411649349100016
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-12T12:41:50-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454404530 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECK & HILL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 RIVERCHASE PKWY E | AddressLine1Txt |
| City | HOOVER | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030403673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAVIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAV | BusinessNameControlTxt |
| Phone | 2056121338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6505 MILL CREEK CIRCLE | AddressLine1Txt |
| City | HOOVER | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD TRAVIS | PersonNm |
| Person Title | PRESIDENT & DIRECTOR | PersonTitleTxt |
| Phone | 2056121338 | PhoneNum |
| Signature | 2024-06-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONALD | PersonFirstNm |
| Person Last | TRAVIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bobby Hill | PreparerPersonNm |
| PTIN | P00706648 | PTIN |
| Phone | 2054033303 | PhoneNum |
| Preparation | 2024-06-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $291,286 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $421 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $7,200 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,200 | GrossRentsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $1,195 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,195 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $6,309 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,309 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,125 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,195 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,959 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,959 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,959 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,792 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,792 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,792 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,001 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,701 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,771 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,195 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,110 | CashBOYAmt |
| Cash EOY | $816 | CashEOYAmt |
| Cash EOYFMV | $816 | CashEOYFMVAmt |
| Acct Rcvbl | $23,477 | AcctRcvblAmt |
| Acct Rcvbl BOY | $31,900 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $23,477 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $23,477 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $105,906 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $102,431 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $102,431 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $152,946 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $152,946 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $152,946 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,616 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,616 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $307,862 | TotalAssetsBOYAmt |
| Total Assets EOY | $291,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $291,286 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $307,862 | RetainedEarningBOYAmt |
| Retained Earning EOY | $291,286 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $307,862 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $291,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $307,862 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $291,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $307,862 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,771 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,195 | OtherIncreasesAmt |
| Subtotal | $291,286 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $291,286 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 900 HLGN STOCK | P | 2023-03-24 | 2023-03-30 | $244 | $0 | $189 | $55 | $0 | $0 | $0 | $55 |
| 165 SNV STOCK | P | 2023-03-16 | 2023-03-30 | $5,186 | $0 | $4,918 | $268 | $0 | $0 | $0 | $268 |
| 200 ORI STOCK | P | 2023-03-16 | 2023-03-30 | $4,942 | $0 | $4,883 | $59 | $0 | $0 | $0 | $59 |
| 200 TROX STOCK | P | 2023-04-18 | 2023-04-19 | $2,741 | $0 | $2,720 | $21 | $0 | $0 | $0 | $21 |
| 250 T STOCK | P | 2023-06-05 | 2023-06-06 | $3,905 | $0 | $3,842 | $63 | $0 | $0 | $0 | $63 |
| 100 CTBI STOCK | P | 2023-04-28 | 2023-06-06 | $3,675 | $0 | $3,642 | $33 | $0 | $0 | $0 | $33 |
| 200 SNV STOCK | P | 2023-07-20 | 2023-07-27 | $6,882 | $0 | $6,707 | $175 | $0 | $0 | $0 | $175 |
| 225 SNV STOCK | P | 2023-07-28 | 2023-08-04 | $7,623 | $0 | $7,538 | $85 | $0 | $0 | $0 | $85 |
| 250 SNV STOCK | P | 2023-08-28 | 2023-12-11 | $8,942 | $0 | $7,961 | $981 | $0 | $0 | $0 | $981 |
| 30 IFF STOCK | P | 2023-04-18 | 2023-12-31 | $2,363 | $0 | $2,908 | -$545 | $0 | $0 | $0 | -$545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,195 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,195 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RONALD O TRAVIS SR | IndividualWithBooksNm |
| Phone | 2056121338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6505 MILL CREEK CIRCLE | AddressLine1Txt |
| City | HOOVER | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD O TRAVIS SR | ||||||||
| 6505 MILL CREEK CIRCLE | HOOVER | AL | 35242 | PRESIDENT & DIRECTOR | 2.00 | $0 | $0 | $0 |
| JUNE B TRAVIS | ||||||||
| 6505 MILL CREEK CIRCLE | HOOVER | AL | 35242 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER L TRAVIS | ||||||||
| 5265 WOODFORD DRIVE | BIRMINGHAM | AL | 35242 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TRAVIS MANAGEMENT SYSTEMS LLP | ||||||||
| 6505 MILL CREEK CIRCLE | HOOVER | AL | 35242 | TAX RETURNS & CONSULTANT | 1.00 | $14,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO THE OPERATIONS OF THE CHURCH OF THE HIGHLANDS AND OTHER CHARITIES. ALSO COUNSEL & TEACH YOUNG ADULTS AND COUPLES BUDGETING AND PERSONAL FINANCIAL PLANNING. | Description1Txt |
| Expenses1 | $12,700 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $290,611 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $299,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $299,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,494 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $295,080 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,754 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,754 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $14,754 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,754 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,754 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,701 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,701 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,754 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $29,553 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,020 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,351 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,888 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,598 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $163,410 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,701 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $31,701 | RemainingDistriFromCorpusAmt |
| Total Corpus | $195,111 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,754 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $29,553 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $165,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,020 | ExcessFromYear4Amt |
| Excess From Year3 | $38,351 | ExcessFromYear3Amt |
| Excess From Year2 | $34,888 | ExcessFromYear2Amt |
| Excess From Year1 | $31,598 | ExcessFromYear1Amt |
| Excess From Current Year | $31,701 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHURCH OF THE HIGHLANDS | ||||||
| 4700 HIGHLANDS WAY | IRONDALE | AL | 35210 | 501C3 | DONATION | $9,000 |
| BILLY GRAHAM ASSOCIATION | ||||||
| 4350 WESTMONT DRIVE | CHARLOTTE | NC | 28217 | 501C3 | DONATION | $3,000 |
| UNIVERSITY OF ALABAMA | ||||||
| BOX 870134 | TUSCALOOSA | AL | 35487 | 501C3 | DONATION | $100 |
| TUNNELS TO TOWERS | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | 501C3 | DONATION | $100 |
| DAV FOUNDATION | ||||||
| 860 DOLWICK DRIVE | ERLANGER | KY | 41018 | 501C3 | DONATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Exclusion | 41 | ExclusionCd |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | NA | LineNumberTxt |
| Relationship Statement | NA | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAINT FEE | Desc |
| Revenue And Expenses Per Books | $3,792 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,792 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,792 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORT INTEREST | Desc |
| Revenue And Expenses Per Books | $6,309 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,309 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS CHARLES SCHWAB | Desc |
| Amt | $1,195 | Amt |