2024-09-23T15:07:09-04:00 2023-12-31 631227313 STONEGATE TAX GROUP LLC 2005 STONEGATE TRL STE 115 BIRMINGHAM AL 35242 990PF 2023-01-01 260300098 BRUNO-RUMORE FOUNDATION BRUN 2054275544 2664 VESCLUB CIRCLE BIRMINGHAM AL 35216 CAROL B RUMORE DIRECTOR 2024-08-19 true false S DOUGLAS SMITH CPA P01392629 2059689122 2024-09-23 2023 2024-08-08 14:25:15Z X 8000571 X X 81499 81499 142140 142140 -85851 646375 19228 137788 242867 36000 2890 2890 2890 87900 87900 87900 126790 90790 90790 405606 405606 532396 90790 496396 -394608 152077 880891 252794 252794 229814 236533 229814 229814 5767949 5625726 5625726 1863447 1890355 1890355 1882 1882 1882 8748820 7998689 8000571 0 X 8748820 7998689 8748820 7998689 8748820 7998689 8748820 -394608 145 8354357 355668 7998689 19228 2114 2114 2114 2647 2647 533 533 false false false false false false false true true AL true false false false false true N/A STONEGATE TAX GROUP LLC 2059689122 2005 STONEGATE TRAIL SUITE 115 BIRMINGHAM AL 35242 false false false false false false false false false false false false false false false false false false false false CAROL B RUMORE 2664 VESCLUB CIRCLE BIRMINGHAM AL 35216 DIRECTOR 000.00 36000 0 0 CHRISTINA M HARE 2664 VESCLUB CIRCLE BIRMINGHAM AL 35216 DIRECTOR 000.00 0 0 0 NONE NONE N/A 8480458 566843 0 9047301 9047301 135710 8911591 445580 445580 2114 2114 443466 443466 443466 496396 496396 443466 48680 48680 496396 443466 52930 101610 0 101610 48680 52930 X ALS ASSOCIATION 300 CAHABA PARK CIRCLE SUITE 209 BIRMINGHAM AL 35242 PUB CHARITY SUPPORT PROGRAMS 15000 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 3000 BENEDICTINE SISTERS 916 COVENT RD NE CULLMAN AL 35055 PUB CHARITY RELIGIOUS 3000 BIRMINGHAM BOYS CHOIR 2025 KENTUCKY AVE PIDDLIN BLDG VESTAVIA HILLS AL 35216 PUB CHARITY EDUCATIONAL 10000 CATHEDRAL OF ST PAUL 2120 3RD AVENUE N BIRMINGHAM AL 35203 PUB CHARITY RELIGIOUS 30000 CATHOLIC OUTREACH 2700 N MILITARY TRAIL 300 BOCA RATON FL 33427 PUB CHARITY RELIGIOUS 10000 CONTINUE HEALING 1919 OXMOOR ROAD BIRMINGHAM AL 35209 PUB CHARITY SUPPORT PROGRAM 20000 DIOCESE OF BIRMINGHAM PO BOX 12047 BIRMINGHAM AL 35202 PUB CHARITY RELIGIOUS 10000 DIOCESE OF KUMBA PO BOX 473 KUMBA CAMEROON CM PUB CHARITY RELIGIOUS 5000 HAZELRIG-SALTER RADIATION ONCOLOGY 1700 6TH AVE S BIRMINGHAM AL 35294 PUB CHARITY EDUCATIONAL 20000 HAZELRIG-SALTER RADIATION ONCOLOGY 1700 6TH AVE S BIRMINGHAM AL 35294 PUB CHARITY EDUCATIONAL 20000 JOHN CARROLL CATHOLIC HIGH SCHOOL 300 LAKESHORE DRIVE BIRMINGHAM AL 35209 PUB CHARITY EDUCATIONAL 10000 LADY OF THE VALLEY CATHOLIC PARISH 5514 DOUBLE OAK LANE BIRMINGHAM AL 35242 PUB CHARITY RELIGIOUS 1500 LADY OF THE VALLEY CATHOLIC PARISH 5514 DOUBLE OAK LANE BIRMINGHAM AL 35242 PUB CHARITY RELIGIOUS 20000 LIFELINE CHILDRENS SERVICE 200 MISSIONARY RIDGE DRIV BIRMINGHAM AL 35242 PUB CHARITY RELIGIOUS 10000 LITTLE SISTERS OF THE POOR 1655 MCGILL AVE MOBILE AL 36604 PUB CHARITY RELIGIOUS 2500 MAGIC MOMENTS 2112 11TH AVENUE SUITE 219 BIRMINGHAM AL 35205 PUB CHARITY SUPPORT PROGRAMS 15000 MISSIONS ARISE FOUNDATION 1429 N 11TH ST PHILADELPHIA PA 19122 PUB CHARITY SUPPORT PROGRAMS 3000 OUR LADY OF SORROWS SCHOOL FOUNDATI 1720 OXMOOR ROAD HOMEWOOD AL 35209 PUB CHARITY EDUCATIONAL 10000 OUR LADY OF THE VALLEY MALAYSIA 5514 DOUBLE OAK LANE BIRMINGHAM AL 35242 PUB CHARITY RELIGIOUS 18000 OUR LADY OF THE VALLEY MALAYSIA 5514 DOUBLE OAK LANE BIRMINGHAM AL 35242 PUB CHARITY RELIGIOUS 3500 RED MOUNTAIN THEATRE CABARET 301 19TH ST N BIRMINGHAM AL 35203 PUB CHARITY EDUCATIONAL 10000 SAINT ROSE ACADEMY 1401 22ND STREET S BIRMINGHAM AL 35205 PUB CHARITY EDUCATIONAL 5000 SARVA PREMA WELFARE SOCIETY HNO 3 105/3/B/2 WEST HANUMAN NAGAR TELANGANA INDIA IN PUB CHARITY SUPPORT PROGRAM 50000 SARVA PREMA WELFARE SOCIETY HNO3 105/3/B/2 WEST HANUMAN NAGAR TELANGANA INDIA IN PUB CHARITY SUPPORT PROGRAM 20000 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 10000 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 10000 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 20000 ST LEO THE GREAT CATHOLIC CHURCH 309 S MAIN AVE DEMOPOLIS AL 36732 PUB CHARITY RELIGIOUS 3000 STEPHEN THE MARTYR CHAPEL 1515 12TH AVE S BIRMINGHAM AL 35205 PUB CHARITY RELIGIOUS 10000 THE DANCE FOUNDATION 1715 27TH COURT S HOMEWOOD AL 35209 PUB CHARITY EDUCATIONAL 3000 UNITED FOR LIFE FOUNDATION PO BOX 43217 BIRMINGHAM AL 35243 PUB CHARITY SUPPORT PROGRAMS 10000 VESTAVIA HILLS POLICE FOUNDATION 732 MONTGOMERY HIGHWAY PMB 415 VESTAVIA HILLS AL 35216 PUB CHARITY FIRST RESPONDERS 10000 VESTAVIA HLLS POLICE FOUNDATION 732 MONTGOMERY HIGHWAY PMB 415 VESTAVIA HILLS AL 35216 PUB CHARITY FIRST RESPONDERS 3000 WREATHS ACROSS AMERICA 4 POINT STREET COLUMBIA FALLS ME 04623 PUB CHARITY SUPPORT PROGRAM 306 405606 14 81499 14 142140 14 19228 -105079 242867 -105079 137788 false false false false false false false false false false ACCOUNTING FEES 2890 2890 2890 OFFICE FURNITURE 2006-11-27 1882 1882 S/L 5.0000 FIDELITY (668-177408) 2023-02 PURCHASE 2023-08 19547 19169 378 FIDELITY (668-177408) 2020-09 PURCHASE 2023-07 447310 541577 -94267 FIDELITY (668-179295) 2023-07 PURCHASE 2023-12 23258 22610 648 FIDELITY (668-179295) 2020-09 PURCHASE 2023-01 137032 148870 -11838 FIDELITY 668-177408 912386 912386 FIDELITY 668-179295 977969 977969 FIDELITY 668-177408 5625726 5625726 1882 1882 1882 UNREALIZED LOSSES 355668 ADJUSTMENT 145 NOTE RECEIVABLE 229814 INVESTMENT ADV 668-177407 27 27 27 INVESTMENT ADV 668-177408 78517 78517 78517 INVESTMENT ADV 668-179295 9356 9356 9356