CLYDE B ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CLYDE B ANDERSON FAMILY FOUNDATION (EIN 72-1368331)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202131349349101018
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T09:17:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631130097 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABROMS & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1426 | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721368331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLYDE AND SUMMER ANDERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLYD | BusinessNameControlTxt |
| Phone | 2567670740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19768 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLYDE B ANDERSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2567670740 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLYDE | PersonFirstNm |
| Person Last | ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAYLA HOOFMAN | PreparerPersonNm |
| PTIN | P01450067 | PTIN |
| Phone | 2567670740 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,218,616 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $206,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $271,917 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $221,483 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $342,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,980 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,092 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,858 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,953 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,397 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,255 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $320,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $335,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $326,542 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $136,666 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $85,066 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,066 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,320 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,880 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,880 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $830,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $890,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,131,670 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $970,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $977,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,218,616 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $970,186 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $977,666 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $970,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $977,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $970,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $977,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $970,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,480 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $977,666 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $977,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHARES OF GOOG STOCK | D | 2012-06-20 | 2020-01-13 | $142,854 | $28,687 | $114,167 | $114,167 |
| 8,687 SHARES OF VERU STOCK | D | 2019-12-23 | 2020-01-28 | $29,486 | $4,063 | $25,423 | $25,423 |
| 2,000 SHARES OF SFBS STOCK | D | 2016-12-23 | 2020-03-03 | $70,947 | $6,666 | $64,281 | $64,281 |
| 200 SHARES OF TDOC STOCK | D | 2019-12-18 | 2020-03-20 | $28,630 | $11,018 | $17,612 | $17,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $221,483 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | 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 | $1,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,247 | TaxDueAmt |
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 |
| Individual With Books | ABROMS AND ASSOCIATES PC | IndividualWithBooksNm |
| Phone | 2567670740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 SOUTH COURT ST STE 610 | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35630 | 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 |
|---|---|---|---|---|---|---|---|---|
| CLYDE B ANDERSON | ||||||||
| 402 INDUSTRIAL LANE | BIRMINGHAM | AL | 35211 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUMMER ANDERSON | ||||||||
| 402 INDUSTRIAL LANE | BIRMINGHAM | AL | 35211 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| TERRY C ANDERSON | ||||||||
| 4511 HELTON DRIVE | FLORENCE | AL | 35630 | DIRECTOR | 0.00 | $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 | $1,665,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,589 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,860,034 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,860,034 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,832,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,127 | TotalTaxAmt |
| Distributable Before Adj | $88,480 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,480 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,480 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $326,542 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $326,542 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $326,542 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,480 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $45,410 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $192,687 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,148 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $132,823 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $342,139 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $725,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $326,542 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,480 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $238,062 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $963,269 | 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 | $45,410 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $917,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $192,687 | ExcessFromYear4Amt |
| Excess From Year3 | $12,148 | ExcessFromYear3Amt |
| Excess From Year2 | $132,823 | ExcessFromYear2Amt |
| Excess From Year1 | $342,139 | ExcessFromYear1Amt |
| Excess From Current Year | $238,062 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLYDE B ANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALABAMA KIDNEY FOUNDATION | |||||||
| PO BOX 18593 | HUNTSVILLE | AL | 35804 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| CALVARY BAPTIST CHURCH - SD ALLEN MISSIONS CENTER | |||||||
| 1121 PAUL W BRYANT DRIVE | TUSCALOOSA | AL | 354012499 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $500 |
| CHARLESTON DAY SCHOOL | |||||||
| 15 ARCHDALE STREET | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $53,787 |
| CUTANEOUS LYMPHOMA FOUNDATION | |||||||
| PO BOX 374 | BIRMINGHAM | MI | 480120374 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| DEE NORTON LOWCOUNTRY CHILDRENS CENTER DBA DEE NORTON CHILD ADVOCACY CENTER | |||||||
| 1061 KING STREET | CHARLESTON | SC | 29403 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| DO FOR ONE NYC | |||||||
| 455 MAIN ST APT 4H | NEW YORK | NY | 100440194 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $15,000 |
| GRACE CHURCH | |||||||
| 98 WENTWORTH ST | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $12,000 |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION | |||||||
| 18 BEE STREET MSC 450 | CHARLESTON | SC | 294254500 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $50,000 |
| NANTUCKET COTTAGE HOSPITAL FOUNDATION | |||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS | |||||||
| PO BOX 2844 | NANTUCKET | MA | 02584 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $3,000 |
| PRESERVATION SOCIETY OF CHARLESTON | |||||||
| 147 KING STREET | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $50,000 |
| SALVATION ARMY OF CHARLESTON | |||||||
| PO BOX 70579 | NORTH CHARLESTON | SC | 294150579 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| SALVATION ARMY OF BIRMINGHAM | |||||||
| PO BOX 11005 | BIRMINGHAM | AL | 35202 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| STRONG WINGS ADVENTURE SCHOOL | |||||||
| PO BOX 2884 | NANTUCKET | MA | 02584 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| SYNERGY TREATMENT CENTERS | |||||||
| 2305 AIRPORT INTERCHANGE AVE | MEMPHIS | TN | 38132 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $1,000 |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||
| 1720 2ND AVENUE SOUTH AB 1264 | BIRMINGHAM | AL | 352944555 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $320,287 | 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 | $35 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,462 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,438 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $136,935 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,935 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $2,092 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,858 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 420 SH JOHNSON & JOHNSON | $24,981 | $66,100 |
| 1665 SH INTEL CORP | $24,394 | $82,950 |
| 465 SH PEPSICO | $24,978 | $68,960 |
| 704 SH WAL-MART | $35,921 | $101,482 |
| 1221 SH WELLS FARGO | $95,387 | $36,850 |
| 160 SH GOOGLE A | $49,555 | $280,422 |
| 371 SH GOOGLE C | $189,854 | $649,947 |
| 126 SH BARNES AND NOBLE EDUCATION | $1,620 | $586 |
| 2000 SH SERVISFIRST | $74,620 | $80,580 |
| 1600 SH TELADOC | $129,584 | $319,936 |
| 51313 SH VERU | $239,826 | $443,857 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $9,347 | $4,951 | $4,396 |
| POSTAGE | $3 | $2 | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,868 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |