BRUNO RUMORE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BRUNO RUMORE FOUNDATION (EIN 26-0300098)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-14
- IRS object ID
- 202222879349100017
- Schema version
- 2021v4.0
- 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 Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-14T10:58:59-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 |
| Phone | 2054275544 | PhoneNum |
| Signature | 2022-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | RUMORE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S DOUGLAS SMITH CPA | PreparerPersonNm |
| PTIN | P01392629 | PTIN |
| Phone | 2059689122 | PhoneNum |
| Preparation | 2022-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,631,099 | 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 | $44,750 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,750 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $110,507 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,507 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $317,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,774,248 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,176 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $472,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,433 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,675 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $793 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $793 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $92,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $421,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $421,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $513,318 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $432,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,037 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,690 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $1,094,504 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,105,745 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,105,745 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $243,943 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $250,990 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $243,943 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $243,943 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,926,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,725,146 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,125,277 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $2,156,134 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,156,134 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,882 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,882 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $9,272,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,230,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,631,099 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,272,007 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,230,970 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,272,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,230,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,272,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,230,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,272,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,037 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,230,970 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,230,970 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,176 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,539 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,539 | SubtotalAmt |
| Tax Based On Investment Income | $2,539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,656 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,656 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $897 | TaxDueAmt |
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 | $0 | $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 | $8,820,935 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $909,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,730,556 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,730,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,584,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $479,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $479,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,539 | TotalTaxAmt |
| Distributable Before Adj | $476,691 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $476,691 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $476,691 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $432,575 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $432,575 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $476,691 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $420,890 | UndistributedIncomePYAmt |
| Qualifying Distributions | $432,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $420,890 | AppliedToYear1Amt |
| Applied To Current Year | $11,685 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $465,006 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||||||
| 300 CAHABA PARK CIRCLE | BIRMINGHAM | AL | 35242 | PUB CHARITY | ALS RESEARCH | $25,000 | |||||
| BIG OAK RANCH | |||||||||||
| 6000 SHELLEY DRIVE | SPRINGVILLE | AL | 35146 | PUB CHARITY | SUPPORT PROGRAMS | $6,000 | |||||
| BOY SCOUTS OF AMERICA | |||||||||||
| 516 LIBERTY PARKWAY | VESTAVIA HILLS | AL | 35242 | PUB CHARITY | EDUCATIONAL | $100 | |||||
| CATHEDRAL OF ST PAUL | |||||||||||
| 2120 3RD AVENUE N | BIRMINGHAM | AL | 35203 | PUB CHARITY | RELIGIOUS | $5,000 | |||||
| CORPUS CHRISTI CATHOLIC CHURCH | |||||||||||
| 6300 MCKENNA DRIVE | MOBILE | AL | 36608 | PUB CHARITY | RELIGIOUS | $15,000 | |||||
| CROSS CATHOLIC OUTREACH | |||||||||||
| 2700 N MILITARY TRAIL | BOCA RATON | FL | 33427 | PUB CHARITY | RELIGIOUS | $10,000 | SUITE 300 | ||||
| DIOCESE OF KUMBA | |||||||||||
| PUB CHARITY | RELIGIOUS | $50,000 | PO BOX 473 | KUMBA | CAMEROON | CM | |||||
| FOOD FOR OUR JOURNEY | |||||||||||
| 2418 HUNTINGTON GLEN DRIV | BIRMINGHAM | AL | 35226 | PUB CHARITY | FOOD FOR THE HUNGRY | $2,000 | |||||
| INTERNATIONAL JUSTICE MISSION | |||||||||||
| PO BOX 2227 | ARLINGTON | VA | 22202 | PUB CHARITY | SUPPORT PROGRAMS | $10,000 | |||||
| ITS THE LITTLE THINGS MINISTRIES | |||||||||||
| 17 MAGNOLIA CIRCLE | FOLEY | AL | 36535 | PUB CHARITY | HOMELESS SHELTER | $3,000 | |||||
| MARY'S SHELTER GULF COAST | |||||||||||
| 14004 BOROS RD | ELBERTA | AL | 35242 | PUB CHARITY | HOMELESS SHELTER | $1,000 | |||||
| OLS SCHOOL FOUNDATION | |||||||||||
| 1720 OXMOOR ROAD | HOMEWOOD | AL | 35209 | PUB CHARITY | EDUCATIONAL | $5,000 | |||||
| OPTIMIST CLUB OF FOLEY | |||||||||||
| 20801 MIFLIN ROAD | FOLEY | AL | 36535 | PUB CHARITY | SUPPORT PROGRAMS | $1,000 | |||||
| OUR LADY OF GUADALUPE CATH CHURCH | |||||||||||
| 1406 E GARDEN LANE | MIDLAND | TX | 79701 | PUB CHARITY | RELIGIOUS | $15,000 | |||||
| OUR LADY OF LOURDES | |||||||||||
| 980 HUFFMAN ROAD | BIRMINGHAM | AL | 35215 | PUB CHARITY | RELIGIOUS | $10,000 | |||||
| OUR LADY OF THE VALLEY MALAYSIA | |||||||||||
| 5514 DOUBLE OAK LANE | BIRMINGHAM | AL | 35242 | PUB CHARITY | RELIGIOUS | $20,000 | |||||
| RED MOUNTAIN THEATRE COMPANY | |||||||||||
| 301 19TH ST NO | BIRMINGHAM | AL | 35203 | PUB CHARITY | EDUCATIONAL | $16,500 | |||||
| RUN FOR THE KIDS | |||||||||||
| 2000 OAK MOUNTAIN PARK RD | PELHAM | AL | 35124 | PUB CHARITY | SUPPORT PROGRAMS | $25,000 | |||||
| SISTER SERVANTS | |||||||||||
| 3721 BELMONT ROAD | IRONDALE | AL | 35210 | PUB CHARITY | RELIGIOUS | $5,000 | |||||
| ST BERNARD PREP SCHOOL | |||||||||||
| 101 SAINT BERNARD AVE SE | CULLMAN | AL | 35055 | PRIVATE | EDUCATION | $25,200 | |||||
| ST FRANCIS DE PAULA | |||||||||||
| 401 S VICTORIA STREET | SAN DIEGO | TX | 78384 | PUB CHARITY | RELIGIOUS | $30,000 | |||||
| ST PATRICKS CATHOLIC CHURCH | |||||||||||
| 301 SHAMROCK TRAIL | ADAMSVILLE | AL | 35005 | PUB CHARITY | RELIGIOUS | $63,000 | |||||
| ST ROSE ACADEMY | |||||||||||
| 1401 22ND ST SO | BIRMINGHAM | AL | 35205 | PUB CHARITY | EDUCATIONAL | $35,000 | |||||
| THE AMELIA CENTER | |||||||||||
| 1513 4TH AVENUE S | BIRMINGHAM | AL | 35233 | PUB CHARITY | SUPPORT PROGRAMS | $10,000 | |||||
| THE CATHEDRAL OF ST PAUL | |||||||||||
| 2120 3RD AVE NO | BIRMINGHAM | AL | 35203 | PUB CHARITY | RELIGIOUS | $10,000 | |||||
| TURNING POINT | |||||||||||
| 1120 SUNHILL ROAD NW | CENTER POINT | AL | 35215 | PUB CHARITY | SUPPORT PROGRAMS | $3,000 | |||||
| UNITED FOR LIFE FOUNDATION | |||||||||||
| PO BOX 43217 | BIRMINGHAM | AL | 35243 | PUB CHARITY | SUPPORT PROGRAMS | $20,000 | |||||
| WREATHS ACROSS AMERICA | |||||||||||
| PO BOX 249 | COLUMBIA FALLS | ME | 04623 | PUB CHARITY | WREATHS FOR VETERANS | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $421,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,750 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,176 | ExclusionAmt |
| Related Or Exempt Function Incm | $208,848 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $263,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $208,848 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $472,281 | 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 | $2,550 | Amt |
| Net Investment Income | $1,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,275 | 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 (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| UBS SQ03340 1099-B | 2021-01 | PURCHASE | 2021-06 | $979,820 | $869,578 | $110,242 |
| FIDELITY 668-177408 1099-B | 2019-01 | PURCHASE | 2021-09 | $298,409 | $312,444 | -$14,035 |
| FIDELITY 668-177408 1099-B | 2021-01 | PURCHASE | 2021-09 | $214,923 | $100,000 | $114,923 |
| FIDELITY 668-179295 1099-B | 2021-01 | PURCHASE | 2021-09 | $99,959 | $100,489 | -$530 |
| FIDELITY 668-179295 1099-B | 2019-01 | PURCHASE | 2021-09 | $72,961 | $74,713 | -$1,752 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 668-177408 | $1,168,749 | $1,168,749 |
| FIDELITY 668-179295 | $987,385 | $987,385 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 668-177408 | $5,725,146 | $7,125,277 |
| UBS FINANCIAL (SQ04162) |
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 |
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 | $243,943 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL MANAGEMENT FEES | CategoryTxt |
| Amt | $88,675 | Amt |
| Net Investment Income | $78,675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SWITCHED BROKERAGE ACCOUNTS IN THE MIDDLE OF THE YEAR FROM UBS TO FIDELITY. UBS WAS UNABLE TO PROVIDE THE TAXPAYER WITH ACCOUNT STATEMENTS FOR THE FIRST 7 MONTHS OF 2021. THIS IMPAIRED THE ABILITY TO TIMELY FILE THE RETURN. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $793 | Amt |
| Net Investment Income | $793 | NetInvestmentIncomeAmt |