BRUNO RUMORE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRUNO RUMORE FOUNDATION (EIN 26-0300098)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-23
- IRS object ID
- 202422679349100517
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-23T15:07:09-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631227313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONEGATE TAX GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 STONEGATE TRL STE 115 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | 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 | 260300098 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUNO-RUMORE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUN | BusinessNameControlTxt |
| Phone | 2054275544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2664 VESCLUB CIRCLE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL B RUMORE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2024-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S DOUGLAS SMITH CPA | PreparerPersonNm |
| PTIN | P01392629 | PTIN |
| Phone | 2059689122 | PhoneNum |
| Preparation | 2024-09-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,000,571 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $81,499 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81,499 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $142,140 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,140 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$85,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $646,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,228 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $242,867 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,890 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,890 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,900 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $405,606 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $405,606 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $532,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $496,396 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$394,608 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $880,891 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $252,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $252,794 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $229,814 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $236,533 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $229,814 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $229,814 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,767,949 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,625,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,625,726 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,863,447 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,890,355 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,890,355 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,882 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,882 | LandBldgEquipAccumDeprecAmt |
| Land EOYFMV | $1,882 | LandEOYFMVAmt |
| Total Assets BOY | $8,748,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,998,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,000,571 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,748,820 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,998,689 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,748,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,998,689 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,748,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,998,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,748,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$394,608 | ExcessRevenueOverExpensesAmt |
| Other Increases | $145 | OtherIncreasesAmt |
| Subtotal | $8,354,357 | SubtotalAmt |
| Other Decreases | $355,668 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,998,689 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,228 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,114 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,114 | SubtotalAmt |
| Tax Based On Investment Income | $2,114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,647 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,647 | TotalPaymentsAndCreditsAmt |
| Overpayment | $533 | OverpaymentAmt |
| Applied To ES Tax | $533 | 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 |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONEGATE TAX GROUP LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2059689122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 STONEGATE TRAIL SUITE 115 | AddressLine1Txt |
| City | BIRMINGHAM | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL B RUMORE | ||||||||
| 2664 VESCLUB CIRCLE | BIRMINGHAM | AL | 35216 | DIRECTOR | 000.00 | $36,000 | $0 | $0 |
| CHRISTINA M HARE | ||||||||
| 2664 VESCLUB CIRCLE | BIRMINGHAM | AL | 35216 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,480,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $566,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,047,301 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,047,301 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,710 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,911,591 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $445,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $445,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,114 | TotalTaxAmt |
| Distributable Before Adj | $443,466 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $443,466 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $443,466 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $496,396 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $496,396 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $443,466 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $48,680 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,680 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $496,396 | QualifyingDistributionsAmt |
| Applied To Current Year | $443,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,930 | RemainingDistriFromCorpusAmt |
| Total Corpus | $101,610 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $101,610 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $48,680 | ExcessFromYear1Amt |
| Excess From Current Year | $52,930 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||||||||
| 300 CAHABA PARK CIRCLE | SUITE 209 | BIRMINGHAM | AL | 35242 | PUB CHARITY | SUPPORT PROGRAMS | $15,000 | |||||
| ASCENSION EPISCOPAL KINDERGARDEN | ||||||||||||
| 1912 CANYON ROAD | VESTAVIA HILLS | AL | 35216 | PUB CHARITY | EDUCATIONAL | $500 | ||||||
| BACK PACK BUDDIES | ||||||||||||
| 2834 PELHAM PARKWAY | PELHAM | AL | 35124 | PUB CHARITY | SUPPORT PROGRAM | $3,000 | ||||||
| BENEDICTINE SISTERS | ||||||||||||
| 916 COVENT RD NE | CULLMAN | AL | 35055 | PUB CHARITY | RELIGIOUS | $3,000 | ||||||
| BIRMINGHAM BOYS CHOIR | ||||||||||||
| 2025 KENTUCKY AVE | PIDDLIN BLDG | VESTAVIA HILLS | AL | 35216 | PUB CHARITY | EDUCATIONAL | $10,000 | |||||
| CATHEDRAL OF ST PAUL | ||||||||||||
| 2120 3RD AVENUE N | BIRMINGHAM | AL | 35203 | PUB CHARITY | RELIGIOUS | $30,000 | ||||||
| CATHOLIC OUTREACH | ||||||||||||
| 2700 N MILITARY TRAIL | 300 | BOCA RATON | FL | 33427 | PUB CHARITY | RELIGIOUS | $10,000 | |||||
| CONTINUE HEALING | ||||||||||||
| 1919 OXMOOR ROAD | BIRMINGHAM | AL | 35209 | PUB CHARITY | SUPPORT PROGRAM | $20,000 | ||||||
| DIOCESE OF BIRMINGHAM | ||||||||||||
| PO BOX 12047 | BIRMINGHAM | AL | 35202 | PUB CHARITY | RELIGIOUS | $10,000 | ||||||
| DIOCESE OF KUMBA | ||||||||||||
| PUB CHARITY | RELIGIOUS | $5,000 | PO BOX 473 | KUMBA | CAMEROON | CM | ||||||
| HAZELRIG-SALTER RADIATION ONCOLOGY | ||||||||||||
| 1700 6TH AVE S | BIRMINGHAM | AL | 35294 | PUB CHARITY | EDUCATIONAL | $20,000 | ||||||
| HAZELRIG-SALTER RADIATION ONCOLOGY | ||||||||||||
| 1700 6TH AVE S | BIRMINGHAM | AL | 35294 | PUB CHARITY | EDUCATIONAL | $20,000 | ||||||
| JOHN CARROLL CATHOLIC HIGH SCHOOL | ||||||||||||
| 300 LAKESHORE DRIVE | BIRMINGHAM | AL | 35209 | PUB CHARITY | EDUCATIONAL | $10,000 | ||||||
| LADY OF THE VALLEY CATHOLIC PARISH | ||||||||||||
| 5514 DOUBLE OAK LANE | BIRMINGHAM | AL | 35242 | PUB CHARITY | RELIGIOUS | $1,500 | ||||||
| LADY OF THE VALLEY CATHOLIC PARISH | ||||||||||||
| 5514 DOUBLE OAK LANE | BIRMINGHAM | AL | 35242 | PUB CHARITY | RELIGIOUS | $20,000 | ||||||
| LIFELINE CHILDRENS SERVICE | ||||||||||||
| 200 MISSIONARY RIDGE DRIV | BIRMINGHAM | AL | 35242 | PUB CHARITY | RELIGIOUS | $10,000 | ||||||
| LITTLE SISTERS OF THE POOR | ||||||||||||
| 1655 MCGILL AVE | MOBILE | AL | 36604 | PUB CHARITY | RELIGIOUS | $2,500 | ||||||
| MAGIC MOMENTS | ||||||||||||
| 2112 11TH AVENUE | SUITE 219 | BIRMINGHAM | AL | 35205 | PUB CHARITY | SUPPORT PROGRAMS | $15,000 | |||||
| MISSIONS ARISE FOUNDATION | ||||||||||||
| 1429 N 11TH ST | PHILADELPHIA | PA | 19122 | PUB CHARITY | SUPPORT PROGRAMS | $3,000 | ||||||
| OUR LADY OF SORROWS SCHOOL FOUNDATI | ||||||||||||
| 1720 OXMOOR ROAD | HOMEWOOD | AL | 35209 | PUB CHARITY | EDUCATIONAL | $10,000 | ||||||
| OUR LADY OF THE VALLEY MALAYSIA | ||||||||||||
| 5514 DOUBLE OAK LANE | BIRMINGHAM | AL | 35242 | PUB CHARITY | RELIGIOUS | $18,000 | ||||||
| OUR LADY OF THE VALLEY MALAYSIA | ||||||||||||
| 5514 DOUBLE OAK LANE | BIRMINGHAM | AL | 35242 | PUB CHARITY | RELIGIOUS | $3,500 | ||||||
| RED MOUNTAIN THEATRE CABARET | ||||||||||||
| 301 19TH ST N | BIRMINGHAM | AL | 35203 | PUB CHARITY | EDUCATIONAL | $10,000 | ||||||
| SAINT ROSE ACADEMY | ||||||||||||
| 1401 22ND STREET S | BIRMINGHAM | AL | 35205 | PUB CHARITY | EDUCATIONAL | $5,000 | ||||||
| SARVA PREMA WELFARE SOCIETY | ||||||||||||
| PUB CHARITY | SUPPORT PROGRAM | $50,000 | HNO 3 105/3/B/2 | TELANGANA | INDIA | IN | WEST HANUMAN NAGAR | |||||
| SARVA PREMA WELFARE SOCIETY | ||||||||||||
| PUB CHARITY | SUPPORT PROGRAM | $20,000 | HNO3 105/3/B/2 | TELANGANA | INDIA | IN | WEST HANUMAN NAGAR | |||||
| SAV A LIFE | ||||||||||||
| 1480 MCGUIRE ROAD | BIRMINGHAM | AL | 35216 | PUB CHARITY | FIRST RESPONDER | $300 | ||||||
| SERVANTS IN FAITH & TECH | ||||||||||||
| 2944 CO ROAD 113 | LINEVILLE | AL | 36266 | PUB CHARITY | RELIGIOUS | $300 | ||||||
| SISTER SERVANTS OF THE ETERNAL WORD | ||||||||||||
| 3721 BELMONT ROAD | IRONDALE | AL | 35210 | PUB CHARITY | RELIGIOUS | $10,000 | ||||||
| ST BERNARD PREP SCHOOL | ||||||||||||
| 101 SAINT BERNARD AVE SE | CULLMAN | AL | 35055 | PRIVATE | EDUCATION | $300 | ||||||
| ST BERNARD PREP SCHOOL | ||||||||||||
| 101 SAINT BERNARD AVE SE | CULLMAN | AL | 35055 | PUB CHARITY | EDUCATIONAL | $50 | ||||||
| ST BERNARD PREP SCHOOL | ||||||||||||
| 101 SAINT BERNARD AVE SE | CULLMAN | AL | 35055 | PUB CHARITY | EDUCATIONAL | $50 | ||||||
| ST BERNARD PREP SCHOOL | ||||||||||||
| 101 SAINT BERNARD AVE SE | CULLMAN | AL | 35055 | PUB CHARITY | EDUCATIONAL | $10,000 | ||||||
| ST ELIAS CHURCH | ||||||||||||
| 836 8TH ST | BIRMINGHAM | AL | 35205 | PUB CHARITY | RELIGIOUS | $300 | ||||||
| ST FRANCIS DE PAULA CATHOLIC CHURC | ||||||||||||
| 401 S VICTORIA STREET | SAN DIEGO | TX | 78384 | PUB CHARITY | RELIGIOUS | $20,000 | ||||||
| ST LEO THE GREAT CATHOLIC CHURCH | ||||||||||||
| 309 S MAIN AVE | DEMOPOLIS | AL | 36732 | PUB CHARITY | RELIGIOUS | $3,000 | ||||||
| STEPHEN THE MARTYR CHAPEL | ||||||||||||
| 1515 12TH AVE S | BIRMINGHAM | AL | 35205 | PUB CHARITY | RELIGIOUS | $10,000 | ||||||
| THE DANCE FOUNDATION | ||||||||||||
| 1715 27TH COURT S | HOMEWOOD | AL | 35209 | PUB CHARITY | EDUCATIONAL | $3,000 | ||||||
| UNITED FOR LIFE FOUNDATION | ||||||||||||
| PO BOX 43217 | BIRMINGHAM | AL | 35243 | PUB CHARITY | SUPPORT PROGRAMS | $10,000 | ||||||
| VESTAVIA HILLS POLICE FOUNDATION | ||||||||||||
| 732 MONTGOMERY HIGHWAY | PMB 415 | VESTAVIA HILLS | AL | 35216 | PUB CHARITY | FIRST RESPONDERS | $10,000 | |||||
| VESTAVIA HLLS POLICE FOUNDATION | ||||||||||||
| 732 MONTGOMERY HIGHWAY | PMB 415 | VESTAVIA HILLS | AL | 35216 | PUB CHARITY | FIRST RESPONDERS | $3,000 | |||||
| WREATHS ACROSS AMERICA | ||||||||||||
| 4 POINT STREET | COLUMBIA FALLS | ME | 04623 | PUB CHARITY | SUPPORT PROGRAM | $306 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $405,606 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,499 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,228 | ExclusionAmt |
| Related Or Exempt Function Incm | -$105,079 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $242,867 | ExclusionAmt |
| Related Or Exempt Function Incm | -$105,079 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,788 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,890 | Amt |
| Net Investment Income | $2,890 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,890 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE FURNITURE | PropertyDesc |
| Acquired | 2006-11-27 | AcquiredDt |
| Cost Or Other Basis | $1,882 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,882 | PriorYearDepreciationAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FIDELITY (668-177408) | 2023-02 | PURCHASE | 2023-08 | $19,547 | $19,169 | $378 |
| FIDELITY (668-177408) | 2020-09 | PURCHASE | 2023-07 | $447,310 | $541,577 | -$94,267 |
| FIDELITY (668-179295) | 2023-07 | PURCHASE | 2023-12 | $23,258 | $22,610 | $648 |
| FIDELITY (668-179295) | 2020-09 | PURCHASE | 2023-01 | $137,032 | $148,870 | -$11,838 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 668-177408 | $912,386 | $912,386 |
| FIDELITY 668-179295 | $977,969 | $977,969 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY 668-177408 | StockNm |
| EOY Book Value | $5,625,726 | EOYBookValueAmt |
| EOYFMV | $5,625,726 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $1,882 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,882 | AccumulatedDepreciationAmt |
| EOYFMV | $1,882 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $355,668 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $145 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOTE RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $229,814 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADV 668-177407 | $27 | $27 | $27 |
| INVESTMENT ADV 668-177408 | $78,517 | $78,517 | $78,517 |
| INVESTMENT ADV 668-179295 | $9,356 | $9,356 | $9,356 |