NEWSOME FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEWSOME FAMILY FOUNDATION (EIN 20-0482177)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-24
- IRS object ID
- 202332369349101113
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-24T16:13:27-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461498870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMSS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 RIVERCHASE OFFICE RD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200482177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEWSOME FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWS | BusinessNameControlTxt |
| Phone | 2059127215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3012 SHANDWICK COURT | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J NEWSOME | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2059600988 | PhoneNum |
| Signature | 2023-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | NEWSOME | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MYRA S ROBERTS CPA | PreparerPersonNm |
| PTIN | P00165769 | PTIN |
| Phone | 2059825500 | PhoneNum |
| Preparation | 2023-08-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $447,994 | 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 |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,381 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,381 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,711 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,711 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,094 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,826 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,826 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,826 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,372 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,372 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,826 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,268 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,142 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,605 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,605 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $491,281 | CorporateStockBOYAmt |
| Corporate Stock EOY | $195,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $440,389 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $505,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,547 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $447,994 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | -$248,772 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $505,423 | RetainedEarningBOYAmt |
| Retained Earning EOY | $452,319 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $505,423 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $203,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $505,423 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $203,547 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $505,423 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,104 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $452,319 | SubtotalAmt |
| Other Decreases | $248,772 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $203,547 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ANALOG DEVICES INC | P | 2021-01-26 | 2022-05-03 | $3,635 | $3,553 | $82 | $82 |
| AUTOMATIC DATA PROCESSING INC | P | 2021-03-02 | 2022-04-12 | $4,425 | $3,331 | $1,094 | $1,094 |
| BLACKROCK INC | P | 2016-12-22 | 2022-12-12 | $4,223 | $2,327 | $1,896 | $1,896 |
| ANALOG DEVICES INC | P | 2021-02-12 | 2022-05-03 | $1,897 | $1,926 | -$29 | -$29 |
| ANALOG DEVICES INC | P | 2021-03-02 | 2022-05-03 | $3,003 | $2,990 | $13 | $13 |
| BLACKROCK INC | P | 2020-08-25 | 2022-12-19 | $1,379 | $1,182 | $197 | $197 |
| BLACKROCK INC | P | 2021-02-12 | 2022-12-19 | $2,068 | $2,160 | -$92 | -$92 |
| CHUBB LIMITED | P | 2016-04-06 | 2022-05-03 | $5,777 | $3,317 | $2,460 | $2,460 |
| CHUBB LIMITED | P | 2020-06-19 | 2022-05-03 | $2,269 | $1,407 | $862 | $862 |
| CHUBB LIMITED | P | 2021-02-12 | 2022-05-03 | $619 | $488 | $131 | $131 |
| COMCAST CORP | P | 2018-03-09 | 2022-05-03 | $3,689 | $3,394 | $295 | $295 |
| COMCAST CORP | P | 2018-03-12 | 2022-05-03 | $281 | $258 | $23 | $23 |
| COMCAST CORP | P | 2018-03-13 | 2022-05-03 | $601 | $551 | $50 | $50 |
| COMCAST CORP | P | 2018-11-08 | 2022-05-03 | $120 | $115 | $5 | $5 |
| HIBBETT INC | P | 2017-08-25 | 2022-12-19 | $5,277 | $1,037 | $4,240 | $4,240 |
| LOCKHEED MARTIN CORP | P | 2016-01-11 | 2022-12-19 | $3,364 | $1,507 | $1,857 | $1,857 |
| MARSH &MCLENNAN COMPANIES INC | P | 2015-09-09 | 2022-10-17 | $6,071 | $2,094 | $3,977 | $3,977 |
| MARSH &MCLENNAN COMPANIES INC | P | 2020-05-06 | 2022-10-17 | $1,245 | $794 | $451 | $451 |
| MARSH &MCLENNAN COMPANIES INC | P | 2021-02-12 | 2022-10-17 | $3,113 | $2,237 | $876 | $876 |
| MEDTRONIC PLC, MDT | P | 2015-06-30 | 2022-06-23 | $2,666 | $2,202 | $464 | $464 |
| MEDTRONIC PLC, MDT | P | 2015-07-13 | 2022-06-23 | $1,333 | $1,116 | $217 | $217 |
| MEDTRONIC PLC, MDT | P | 2015-07-27 | 2022-06-23 | $800 | $673 | $127 | $127 |
| MEDTRONIC PLC, MDT | P | 2020-01-07 | 2022-06-23 | $1,600 | $2,068 | -$468 | -$468 |
| MEDTRONIC PLC, MDT | P | 2020-05-06 | 2022-06-23 | $800 | $873 | -$73 | -$73 |
| MEDTRONIC PLC, MDT | P | 2020-06-11 | 2022-06-23 | $355 | $376 | -$21 | -$21 |
| MEDTRONIC PLC, MDT | P | 2021-02-12 | 2022-06-23 | $711 | $955 | -$244 | -$244 |
| MEDTRONIC PLC, MDT | P | 2021-02-12 | 2022-06-23 | $622 | $835 | -$213 | -$213 |
| ROCKWELL AUTOMATION INC | P | 2020-06-19 | 2022-10-11 | $2,290 | $2,081 | $209 | $209 |
| ROCKWELL AUTOMATION INC | P | 2021-02-12 | 2022-10-11 | $916 | $994 | -$78 | -$78 |
| ROCKWELL AUTOMATION INC | P | 2021-05-21 | 2022-10-11 | $3,435 | $3,913 | -$478 | -$478 |
| V F CORP | P | 2015-06-30 | 2022-10-12 | $294 | $656 | -$362 | -$362 |
| V F CORP | P | 2016-09-16 | 2022-10-12 | $735 | $1,314 | -$579 | -$579 |
| V F CORP | P | 2019-05-29 | 2022-10-12 | $29 | $83 | -$54 | -$54 |
| V F CORP | P | 2019-11-07 | 2022-10-12 | $206 | $608 | -$402 | -$402 |
| V F CORP | P | 2020-04-23 | 2022-10-12 | $588 | $1,082 | -$494 | -$494 |
| V F CORP | P | 2021-02-12 | 2022-10-12 | $706 | $1,907 | -$1,201 | -$1,201 |
| V F CORP | P | 2021-06-23 | 2022-10-12 | $823 | $2,300 | -$1,477 | -$1,477 |
| AUTOMATIC DATA PROCESSING INC | P | 2021-05-21 | 2022-04-12 | $2,795 | $2,345 | $450 | $450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,711 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $450 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $296 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $296 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $296 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $431 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $431 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $135 | OverpaymentAmt |
| Applied To ES Tax | $135 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMSS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2059825500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 RIVERCHASE OFFICE ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J NEWSOME | ||||||||
| 3012 SHANDWICK COURT | BIRMINGHAM | AL | 35242 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STACEY N WALD | ||||||||
| 2636 BLANTON CT | MARIETTA | GA | 30062 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KELLY N FREDETTE | ||||||||
| 1115 HAZELTINE LANE | KENNESAW | GA | 30152 | DIRECTOR | 1.00 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $425,023 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,614 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $434,637 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $434,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $428,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $296 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $296 | TotalTaxAmt |
| Distributable Before Adj | $21,110 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,110 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,110 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,372 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,110 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,225 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,084 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,219 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,115 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $96,213 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,110 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,262 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $147,475 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,225 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $143,250 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,084 | ExcessFromYear4Amt |
| Excess From Year3 | $5,219 | ExcessFromYear3Amt |
| Excess From Year2 | $10,115 | ExcessFromYear2Amt |
| Excess From Year1 | $73,570 | ExcessFromYear1Amt |
| Excess From Current Year | $51,262 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL J NEWSOME | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAMP SMILE A MILE | ||||||
| 1600 2ND AVE S | BIRMINGHAM | AL | 35233 | PC | BENEVOLENT OFFERING | $5,000 |
| SAMFORD UNIVERSITY LEGACY LEAGUE | ||||||
| 800 LAKESHORE DRIVE | BIRMINGHAM | AL | 35229 | PC | BENEVOLENT OFFERING | $2,500 |
| FRIENDS OF RICKWOOD FIELD | ||||||
| 2001 3RD AVE S | BIRMINGHAM | AL | 35294 | PC | BENEVOLENT OFFERING | $8,000 |
| SAMFORD UNIVERSITY | ||||||
| 800 LAKESHORE DRIVE | BIRMINGHAM | AL | 35229 | PC | BENEVOLENT OFFERING | $15,000 |
| MOUNT PARAN CHRISTIAN SCHOOL | ||||||
| 1275 STANLEY RD NW | KENNESAW | GA | 30152 | PC | BENEVOLENT OFFERING | $5,000 |
| ASBURY UNITED METHODIST | ||||||
| 6690 CAHABA VALLEY ROAD | BIRMINGHAM | AL | 35242 | PC | BENEVOLENT OFFERING | $21,372 |
| FAITH PRESBYTERIAN CHURCH | ||||||
| 4601 VALLEYDALE RD | BIRMINGHAM | AL | 35242 | PC | BENEVOLENT OFFERING | $500 |
| GRACE KLEIN COMMUNITY | ||||||
| 2652 OLD ROCKY RIDGE RD | BIRMINGHAM | AL | 35216 | PC | BENEVOLENT OFFERING | $5,000 |
| HABITAT TUSCALOOSA | ||||||
| 504 14TH ST | TUSCALOOSA | AL | 35401 | PC | BENEVOLENT OFFERING | $5,000 |
| MONDAY MORNING QUARTERBACK CLUB | ||||||
| 2019 4TH AVE N | BIRMINGHAM | AL | 35203 | PC | BENEVOLENT OFFERING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,372 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,711 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,094 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,094 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $2,583 | $6,404 |
| LINDE PLC | $8,277 | $13,373 |
| CHEVRON CORP | $6,527 | $11,667 |
| CISCO SYSTEMS | $9,315 | $10,386 |
| COCA-COLA | $8,931 | $12,022 |
| EOG RESOURCES INC | $6,016 | $9,973 |
| EXXON MOBIL CORP | $8,308 | $14,670 |
| HIBBETT INC | $36,597 | $204,660 |
| HOME DEPOT INC | $5,513 | $11,687 |
| HONEYWELL INTERNATIONAL INC | $4,701 | $5,786 |
| INTEL CORP | $7,117 | $4,467 |
| JPMORGAN CHASE & CO | $7,880 | $9,387 |
| JOHNSON & JOHNSON | $11,347 | $14,132 |
| LOCKHEED MARTIN CORP | $5,734 | $9,730 |
| MCDONALDS CORP | $8,119 | $10,541 |
| MICROSOFT CORP | $2,450 | $13,190 |
| MORGAN STANLEY COM | $4,889 | $5,356 |
| NEXTERA ENERGY INC | $2,534 | $4,849 |
| PHILLIPS 66 | $5,053 | $7,494 |
| PROCTER AND GAMBLE | $5,180 | $7,578 |
| RAYTHEON TECHNOLOGIES | $7,335 | $10,597 |
| REPUBLIC SERVICES INC | $6,119 | $9,803 |
| STARBUCKS CORP | $4,892 | $5,555 |
| TEXAS INSTRUMENTS INC | $5,049 | $8,591 |
| UNION PACIFIC CORP | $7,458 | $10,146 |
| UNITED PARCEL SERVICE | $8,018 | $8,345 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD STOCK BASIS ADJUSTMENT | Desc |
| Amt | $248,772 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,826 | Amt |
| Net Investment Income | $2,826 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |