STRATEGY STUDIO / PUBLIC DATA EXPLORER

AUM CAPITAL GROUP CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
AUM CAPITAL GROUP CHARITABLE FOUNDATION (EIN 46-4308239)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202213199349104506
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-11-15T12:18:57-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461498870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BMSS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 MERIDIAN STREET N SUITE 201AddressLine1Txt
CityHUNTSVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP35801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464308239EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AUM CAPITAL GROUP CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAUMCBusinessNameControlTxt
Phone2567591263PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 22634AddressLine1Txt
CityHUNTSVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP35814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALKA BHARGAVPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2567243624PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALKAPersonFirstNm
Person LastBHARGAVPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARRICK SAMS CPAPreparerPersonNm
PTINP01534333PTIN
Phone2059825500PhoneNum
Preparation2022-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,247,049FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$147,269ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$28,425DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,425DividendsNetInvstIncmAmt
Dividends Adj Net Incm$28,425DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,157NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$136,627GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,157CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$178,851TotalRevAndExpnssAmt
Total Net Invst Incm$31,582TotalNetInvstIncmAmt
Total Adj Net Incm$28,425TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$76,603OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,232AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,867TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$927DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$4,375DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$3,005OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,140TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$77,317OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,563OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$169,091TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,563TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,375TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$152,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$152,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$321,091TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,563TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,375TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$152,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$142,240ExcessRevenueOverExpensesAmt
Net Investment Income$26,019NetInvestmentIncomeAmt
Adjusted Net Income$24,050AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$200,726CashBOYAmt
Cash EOY$34,514CashEOYAmt
Cash EOYFMV$34,514CashEOYFMVAmt
Corporate Stock BOY$913,014CorporateStockBOYAmt
Corporate Stock EOY$941,216CorporateStockEOYAmt
Corporate Stock EOYFMV$1,202,738CorporateStockEOYFMVAmt
Other Investments BOY$10,611OtherInvestmentsBOYAmt
Other Investments EOY$8,186OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,186OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$26,458LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$24,847LandBldgEquipAccumDeprecAmt
Land BOY$2,538LandBOYAmt
Land EOY$1,611LandEOYAmt
Land EOYFMV$1,611LandEOYFMVAmt
Total Assets BOY$1,126,889TotalAssetsBOYAmt
Total Assets EOY$985,527TotalAssetsEOYAmt
Total Assets EOYFMV$1,247,049TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,690OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,568OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,690TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,568TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,125,199NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$982,959NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,125,199TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$982,959TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,126,889TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$985,527TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,125,199TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$142,240ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$982,959SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$982,959TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RAYMOND JAMES - ST COVEREDP2021-06-302021-07-07$2,327$2,335-$8-$8
RAYMOND JAMES - LT COVEREDP2020-01-012021-12-31$132,418$131,135$1,283$1,283
RAYMOND JAMES - NONCOVEREDP2021-01-012021-12-31$1,054$1,054$1,054
CAPITAL GAINS DIVIDENDSP$828$828$828
FieldValueIRS element (for citing)
Capital Gain Net Income$3,157CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,046NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$362InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$362SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$362TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$362TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTPS://WWW.AUMFOUNDATIONUSA.ORG/WebsiteAddressTxt
Individual With BooksNANETTE GARDNERIndividualWithBooksNm
Phone2567243624PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1472 PROVIDENCE MAIN SUITE 200AddressLine1Txt
CityHUNTSVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP35806ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAJ KHANIJOW
116 CHEEKWOOD DRIVEMADISONAL35758DIRECTOR0.00$0$0$0
ALKA BHARGAV
116 CHEEKWOOD DRIVEMADISONAL35758DIRECTOR40.00$0$0$0
AJESH KHANIJOW
116 CHEEKWOOD DRIVEMADISONAL35758DIRECTOR0.00$0$0$0
KEYA KURUVILLA
116 CHEEKWOOD DRIVEMADISONAL35758DIRECTOR0.00$0$0$0
ANISHA KHANIJOW
116 CHEEKWOOD DRIVEMADISONAL35758DIRECTOR0.00$0$0$0
RIA KURUVILLA
116 CHEEKWOOD DRIVEMADISONAL35758DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PATHWAY 2 SUCCESS SUPPORTS 30 UNDER RESOURCED FEMALE HIGH SCHOOL STUDENTSDescription1Txt
Expenses1$58,304Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,121,523AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$66,413AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,187,936TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,187,936AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,819CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,170,117NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,506MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,506MinimumInvestmentReturnAmt
Tax Based On Investment Income$362TaxBasedOnInvestmentIncomeAmt
Total Tax$362TotalTaxAmt
Distributable Before Adj$58,144DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$58,144DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$58,144DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$152,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$152,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$58,144DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$14,719ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$29,486ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$55,037ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$64,715ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$96,485ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$260,442TotalExcessDistributionCyovAmt
Qualifying Distributions$152,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$58,144AppliedToCurrentYearAmt
Remaining Distri From Corpus$93,856RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$354,298TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$14,719ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$339,579ExcessDistriCyovToNextYrAmt
Excess From Year4$29,486ExcessFromYear4Amt
Excess From Year3$55,037ExcessFromYear3Amt
Excess From Year2$64,715ExcessFromYear2Amt
Excess From Year1$96,485ExcessFromYear1Amt
Excess From Current Year$93,856ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonALKA BHARGAVRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2159AddressLine1Txt
CityMADISONCityNm
State AbbreviationALStateAbbreviationCd
ZIP35758ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2567591263RecipientPhoneNum
Recipient Email AddressAHBARGAV_87@HOTMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN REQUESTS ONLY. ADDITIONAL INFORMATION WILL BE REQUIREDFormAndInfoAndMaterialsTxt
Submission DeadlinesJULY 1ST EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsAWARD RESTRICTIONS ARE BASED ON APPLICANT'S NEEDSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
ALABAMA A&M UNIVERSITY
4900 MERIDIAN STHUNTSVILLEAL35811NCEDUCATIONAL FOR PARTICIPANT$3,200
BEREA COLLEGE
101 CHESTNUT STBEREAKY40403NCEDUCATIONAL FOR PARTICIPANT$1,800
CALHOUN COMMUNITY COLLEGE
102 WYNN DRIVEHUNTSVILLEAL35805NCEDUCATIONAL FOR PARTICIPANT$13,200
JACKSONVILLE STATE UNIVERSITY
700 PELHAM RD NJACKSONVILLEAL36265NCEDUCATIONAL FOR PARTICIPANT$2,000
OAKWOOD UNIVERSITY
7000 ADVENTIST BLVD NWHUNTSVILLEAL35896NCEDUCATIONAL FOR PARTICIPANT$1,800
UNIVERSITY OF ALABAMA
105 STUDENT SERVICES CENTERTUSCALOOSAAL35487NCEDUCATIONAL FOR PARTICIPANT$3,800
UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 UNIVERSITY BLVDBIRMINGHAMAL35294TPSEDUCATIONAL FOR PARTICIPANT$4,000
UNIVERSITY OF ALABAMA IN HUNTSVILLE
301 SPARKMAN DRIVEHUNTSVILLEAL35899NCEDUCATIONAL FOR PARTICIPANT$2,000
AUM FOUNDATION USA
472 PROVIDENCE MAIN ST SUITE 200HUNTSVILLEAL35801NCSPONSORSHIP PAYMENT$105,000
COLGATE COLLEGE
13 OAK DRIVEHAMILTONNY13346NCEDUCATIONAL FOR PARTICIPANT$2,000
EASTERN ILLINOIS UNIVERSITY
600 LINCOLN AVECHARLESTONIL61920NCEDUCATIONAL FOR PARTICIPANT$2,000
NORFOLK STATE UNIVERSITY
700 PARK AVENORFOLKVA23504NCEDUCATIONAL FOR PARTICIPANT$2,000
RHODE ISLAND SCHOOL OF DESIGN
2 COLLEGE STPROVIDENCERI02903NCEDUCATIONAL FOR PARTICIPANT$2,000
TRINITY UNIVERSITY
ONE TRINITY PLACE 77SAN ANTONIOTX78212NCEDUCATIONAL FOR PARTICIPANT$1,600
TROY UNIVERSITY
155 ADAMS ADMINISTRATION BUILDINGTROYAL36082NCEDUCATIONAL FOR PARTICIPANT$1,800
UNIVERSITY OF MONTEVALLO
PALMER HALL STATION 6065MONTEVALLOAL35115NCEDUCATIONAL FOR PARTICIPANT$1,800
ROYAL WELSH COLLEGE OF MUSIC AND DRAMA
NCEDUCATIONAL PARTICIPANT$2,000NORTH RDCARDIFFUK
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$152,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,425RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,157RelatedOrExemptFunctionIncmAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$31,763RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm-$181RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$181TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementPROVIDE FINANCIAL & ACADEMIC SUPPORT TO UNDER RESOURCED FEMALESRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (16 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SHAWN FAIRBURN
12000 ANDREW JACKSON WAYHUNTSVILLEAL35811$15,000Yes (X)
MADISON STREET WEALTH ADVISORS
2601 MADISON STREETHUNTSVILLEAL35801$10,000Yes (X)
FULFYLD
34521 OLD RAILROAD BED RDHARVESTAL35749$5,000Yes (X)
RAYTHEON
44101 E PLANO PKWYPLANOTX75074$10,000Yes (X)
WADE WHITE MARGARET THOMPSON
51814 GLACIER COURT 8VAILCO81657$10,000Yes (X)
ALABAMA A&M UNIVERSITY FOUNDATION
64900 MERIDIAN STREETHUNTSVILLEAL35801$7,500Yes (X)
BOMA NORTH ALABAMA
7PO BOX 752HUNTSVILLEAL35804$5,000Yes (X)
DYNETICS INC
81002 EXPLORER BLVD NWHUNTSVILLEAL35801$5,000Yes (X)
FACEBOOK HUNTSVILLE
95400 PROSPERITY DR NWTONEYAL35773$5,500Yes (X)
FIRST PRESBYTERIAN CHURCH
10701 OAK STREETDECATURAL35601$6,040Yes (X)
HOLDER CONSTRUCTION
113300 RIVERWOOD PARKWAY SUITE 1200ATLANTAGA30339$9,000Yes (X)
JUNIOR LEAGUE OF HUNTSVILLE
12115 MANNING DR SW B101HUNTSVILLEAL35801$6,000Yes (X)
JUSTIN WOOTSON
13472 PROVIDENCE MAIN ST SUITE 200HUNTSVILLEAL35801$5,000Yes (X)
TELEBYNE BROWN
14300 SPARKMAN DR NWHUNTSVILLEAL35805$10,000Yes (X)
TERRY AND DOTTIE SMITH
15472 PROVIDENCE MAIN ST SUITE 200HUNTSVILLEAL35801$5,000Yes (X)
VECTOR WEALTH STRATEGIES COMMUNITY FUND
163330 L AND N DR SW SUITE IHUNTSVILLEAL35801$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL PROCESSING FEESCategoryTxt
Amt$1,232Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
LAPTOP2017-07-09$1,199$1,095200DB5.000000000000$69$0$104
LENOVO LAPTOP2017-09-20$763$696200DB5.000000000000$45$0$67
COMPUTER EQUIPMENT2019-06-30$4,233$2,201200DB5.000000000000$813$0$847
FURNITURE2009-06-30$551$214200DB7.000000000000$0$0$0
HP LAPTOP2020-12-21$16,235200DB5.000000000000$0$0$3,247
FOLDING CHAIR2020-06-21$772200DB7.000000000000$0$0$110

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRAYMOND JAMESStockNm
EOY Book Value$941,216EOYBookValueAmt
EOYFMV$1,202,738EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ENTERPRISE PRODUCTS PARTNERS - PTPAT COST$3,974$3,974
ENERGY TRANSFER LPAT COST$4,212$4,212

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (6 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LAPTOP$1,199$1,164$35
LENOVO LAPTOP$763$741$22
COMPUTER EQUIPMENT$4,233$3,014$1,219
FURNITURE$551$214$337
HP LAPTOP$16,235$16,235$0
FOLDING CHAIR$772$772$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,000LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING$2,330$0$0$0
BACKGROUND CHECKS$360$0$0$0
CREDIT CARD PROCESSING FEE$109$0$0$0
DUES & SUBSCRIPTIONS$2,415$0$0$0
FACILITY OVERHEAD COST$3,437$0$0$0
INVESTMENT MANAGEMENT FEES$5,563$5,563$0$0
MEALS & ENTERTAINMENT$2,615$0$0$0
OFFICE SUPPLIES$296$0$0$0
OUTSIDE SERVICES$21,929$0$0$0
PARTICIPANT GIFTS$1,422$0$0$0
EVENT COSTS$21,783$0$0$0
STUDENT COST$3,581$0$0$0
INSURANCE$7,911$0$0$0
OPERATING SUPPLIES$3,172$0$0$0
BANK CHARGES$394$0$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
CREDIT CARDS PAYABLE$1,690$551
PAYROLL TAX LIABILITIES$0$2,017

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
ALABAMA A&M UNIVERSITY FOUNDATION
4900 MERIDIAN STREETHUNTSVILLEAL35801
BOMA NORTH ALABAMA
PO BOX 752HUNTSVILLEAL35804
DYNETICS INC
1002 EXPLORER BLVD NWHUNTSVILLEAL35801
FACEBOOK HUNTSVILLE
5400 PROSPERITY DR NWTONEYAL35773
FIRST PRESBYTERIAN CHURCH
701 OAK STREETDECATURAL35601
HOLDER CONSTRUCTION
3300 RIVERWOOD PARKWAY SUITE 1200ATLANTAGA30339
JUNIOR LEAGUE OF HUNTSVILLE
115 MANNING DR SW B101HUNTSVILLEAL35801
JUSTIN WOOTSON
472 PROVIDENCE MAIN ST SUITE 200HUNTSVILLEAL35801
TELEBYNE BROWN
300 SPARKMAN DR NWHUNTSVILLEAL35805
TERRY AND DOTTIE SMITH
472 PROVIDENCE MAIN ST SUITE 200HUNTSVILLEAL35801
VECTOR WEALTH STRATEGIES COMMUNITY FUND
3330 L AND N DR SW SUITE IHUNTSVILLEAL35801

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$5,867Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt