REGIONS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- REGIONS FOUNDATION (EIN 63-1144265)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-04
- IRS object ID
- 202133089349100028
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T12:30:34-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ACTON ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | 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 | 631144265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIONS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REGI | BusinessNameControlTxt |
| Phone | 2054207753 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | REGIONS TRUST DEPT PO BOX 11647 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352021647 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEROY ABRAHAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2054207753 | PhoneNum |
| Signature | 2021-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEROY | PersonFirstNm |
| Person Last | ABRAHAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN RANDOLPH | PreparerPersonNm |
| PTIN | P00989558 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Preparation | 2021-11-03 | 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 | $126,969,012 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,014,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,014,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $576,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,279,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $576,989 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $633,457 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $633,457 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,224,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,224,896 | 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 | $30,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,120 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $312,474 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $312,474 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,334 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,233 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,116 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $437,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $365,711 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,236 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,157,976 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,157,976 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,595,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $365,711 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,211,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,629,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,859,185 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,034,394 | CashBOYAmt |
| Cash EOY | $12,383,455 | CashEOYAmt |
| Cash EOYFMV | $12,383,455 | CashEOYFMVAmt |
| Pledges Rcvbl | $378,256 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $378,256 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $378,256 | PledgesRcvblEOYFMVAmt |
| Other Investments BOY | $94,649,929 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $92,412,251 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $114,207,301 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $98,684,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,173,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $126,969,012 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $550,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,410,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $550,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,410,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $98,134,323 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $103,763,962 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,134,323 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,763,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,684,323 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,173,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,134,323 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,629,639 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $103,763,962 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,763,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $16,279,411 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,702,422 | CostOrOtherBasisAmt |
| Gain Or Loss | $576,989 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $576,989 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $576,989 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,743 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,743 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,743 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,843 | 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 | $45,843 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $417 | EsPenaltyAmt |
| Overpayment | $5,683 | OverpaymentAmt |
| Applied To ES Tax | $5,683 | 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 |
| Individual With Books | REGIONS BANK TRUST DEPARTMENT | IndividualWithBooksNm |
| Phone | 2054207753 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MILAN PARKWAY | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35211 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| LEROY ABRAHAMS | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANN W FORNEY | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARTA SELF | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINE R STRONG | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DANA NOLAN | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DOUGLAS J JACKSON | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DWIGHT JULBERT | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| HOPE MEHLMAN | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | BOARD MEMBER (THRU 09/04/20) | 1.00 | $0 | $0 | $0 |
| MICHELLE WALTERS | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MIKE HART | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TABITHA LEECH | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TYRUS SANDERS | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| AMANDA SAINT | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | TREASURER | 1.00 | $0 | $0 | $0 |
| SHARON KACHELHOFER | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | ASSISTANT SECRETARY | 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) |
|---|---|---|
| Description1 | PACK ED | Description1Txt |
| Expenses1 | $235,058 | Expenses1Amt |
| Description2 | HOPE ENTERPRISES | Description2Txt |
| Expenses2 | $143,198 | Expenses2Amt |
| Total | $378,256 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $102,907,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,738,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,645,171 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $106,645,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,599,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $105,045,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,252,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,252,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,743 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,743 | TotalTaxAmt |
| Distributable Before Adj | $5,212,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,212,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,212,532 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,211,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $378,256 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,589,468 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,589,468 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,212,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $893,267 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $398,669 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $240,926 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $159,025 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $798,620 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,589,468 | QualifyingDistributionsAmt |
| Applied To Year1 | $893,267 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,212,532 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,483,669 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,282,289 | 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 | $398,669 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,883,620 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $240,926 | ExcessFromYear4Amt |
| Excess From Year3 | $159,025 | ExcessFromYear3Amt |
| Excess From Current Year | $1,483,669 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A EDUCATION FOUNDATION | ||||||||
| PO BOX 4433 | MONTGOMERY | AL | 36103 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| ACADEMY PREP | ||||||||
| 2301 2ND AVE | ST PETERSBURG | FL | 33712 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| ACCESS TO CAPITAL FOR ENTREPRENEURS (ACE) | ||||||||
| 3173 HIGHWAY 129N | CLEVELAND | GA | 30528 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| ARKANSAS CAPITAL CORPORATIONARKANSAS ECONOMIC ACCELERATION FOUNDATION | ||||||||
| 200 RIVER MARKET AVE STE 400 | LITTLE ROCK | AR | 72201 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| BCL OF TEXAS | ||||||||
| 1322 RECORD CROSSING | DALLAS | TX | 75235 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| BETTER BASICS | ||||||||
| 1231 2ND AVENUE SOUTH | BIRMINGHAM | AL | 35233 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 2502 N ROCKY POINT DR | TAMPA | FL | 336071421 | NONE | 501(C)(3) | GENERAL SUPPORT | $85,000 | |
| BIOMEDICAL RESEARCH FOUNDATION OF LOUISIANA | ||||||||
| 2031 KINGS HWY | SHREVEPORT | LA | 71103 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| BIRMINGHAM STRONG CFGBH | ||||||||
| 2100 1ST AVE N 700 | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL SUPPORT | $250,000 | |
| BOYS AND GIRLS CLUB OF WASHINGTON COUNTY | ||||||||
| 401 SOUTH HINDS STREET | GREENVILLE | MS | 38701 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |
| BRANCHES | ||||||||
| 11500 NW 12TH AVE | MIAMI | FL | 33168 | NONE | 501(C)(3) | GENERAL SUPPORT | $40,000 | |
| BUILDUP ENSLEY | ||||||||
| 2301 AVENUE E | BIRMINGHAM | AL | 35218 | NONE | 501(C)(3) | GENERAL SUPPORT | $200,000 | |
| CANOPY | ||||||||
| 3291 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| CHATTANOOGA CLIMBS | ||||||||
| 811 BROAD ST STE 100 | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | GENERAL SUPPORT | $90,000 | |
| COMMUNITIES UNLIMITED | ||||||||
| 3 E COLT SQUARE DR | FAYETTEVILLE | AR | 72703 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 | |
| COMMUNITY FOUNDATION OF MIDDLE TENNESSEE | ||||||||
| PO BOX 440225 | NASHVILLE | TN | 37244 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| COMMUNITY FOUNDATION OF NORTH WEST FLORIDA | ||||||||
| 17 WEST CEDAR STREET | PENSACOLA | FL | 32502 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| COMPURECYCLING CENTER | ||||||||
| 1719 GEORGE ABRAHAM BLVD | GREENVILLE | MS | 38703 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| CONEXIN AMERICAS | ||||||||
| 2195 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 | |
| COOKEVILLEPUTNAM COUNTY TORNADO RELIEF FUND | ||||||||
| PUTNAM COUNTY MAYORS OFFICE 300 | COOKEVILLE | TN | 38501 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | EAST SPRING STREET ROOM 8 |
| CREATE BIRMINGHAM | ||||||||
| 310 18TH STREET NORTH | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL SUPPORT | $35,000 | |
| ENTERPRISE COMMUNITY PARTNERS | ||||||||
| 70 CORPORATE CENTER 11000 BROKEN | COLUMBIA | MD | 21044 | NONE | 501(C)(3) | GENERAL SUPPORT | $250,000 | LAND PARKWAY SUITE 700 |
| FLORIDA COMMUNITY LOAN FUND | ||||||||
| 800 N MAGNOLIA AVE | ORLANDO | FL | 32803 | NONE | 501(C)(3) | GENERAL SUPPORT | $55,000 | |
| GREATER SARASOTA CHAMBER OF COMMERCE FOUNDATIONCAREER EDGE | ||||||||
| 1945 FRUITVILLE ROAD | SARASOTA | FL | 34236 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| GULF COAST PARTNERSHIP | ||||||||
| 1610A ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | NONE | 501(C)(3) | GENERAL SUPPORT | $500,000 | |
| HABITAT FOR HUMANITY OF GREATER NASHVILLE | ||||||||
| 414 HARDING PLACE SUITE 100 | NASHVILLE | TN | 37211 | NONE | 501(C)(3) | GENERAL SUPPORT | $12,500 | |
| HOPE ENTERPRISE | ||||||||
| 4 OLD RIVER PLACE SUITE A | JACKSON | MS | 39202 | NONE | 501(C)(3) | GENERAL SUPPORT | $256,802 | |
| INDY CHAMBER | ||||||||
| 111 MONUMENT CIR 1950 | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| INVEST ATLANTA | ||||||||
| 133 PEACHTREE ST NE 2900 | ATLANTA | GA | 30303 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| JJK MARYVILLE | ||||||||
| 650 MARYVILLE UNIVERSITY DRIVE | ST LOUIS | MO | 63141 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 | |
| JUSTINE PETERSENGREAT RIVERS COMMUNITY CAPITAL | ||||||||
| 1023 NORTH GRAND BOULEVARD | ST LOUIS | MO | 63106 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |
| KIDSTOLOVE- KTECH | ||||||||
| 140 CASTLE DRIVE | MADISON | AL | 35758 | NONE | 501(C)(3) | GENERAL SUPPORT | $42,000 | |
| LISC CENTRAL ILLINOIS | ||||||||
| 101 SW ADAMS ST STE 210 | PEORIA | IL | 61602 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| LISC INDIANAPOLIS | ||||||||
| 202 EAST MARKET STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| LISC JACKSONVILLE | ||||||||
| 100 N LAURA ST STE 600 | JACKSONVILLE | FL | 32202 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |
| LOUISIANA SMALL BUSINESS DEVELOPMENT CENTERS (STATEWIDE) | ||||||||
| 7500 MILLHAVEN ROAD | MONROE | LA | 71203 | NONE | 501(C)(3) | GENERAL SUPPORT | $75,000 | |
| MATCHING CAMPAIGN | ||||||||
| PO BOX 11647 | BIRMINGHAM | AL | 35202 | NONE | 501(C)(3) | GENERAL SUPPORT | $236,732 | |
| MJ4HOPE (MOUNT JULIET COMMUNITY) | ||||||||
| 1483 N MT JULIET RD 175 | MT JULIET | TN | 37122 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| MS SBDC UNIVERSITY OF MISSSISSIPPI | ||||||||
| 122 JEANETTE PHILLIPS DRIVE | UNIVERSITY | MS | 38677 | NONE | 501(C)(3) | GENERAL SUPPORT | $75,000 | |
| MY POSSIBILITIES | ||||||||
| 3601 MAPLESHADE LANE | PLANO | TX | 75075 | NONE | 501(C)(3) | GENERAL SUPPORT | $75,000 | |
| NATIONAL URBAN LEAGUE | ||||||||
| 80 PINE STREET | NEW YORK | NY | 10005 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000,000 | |
| NORTH ALABAMA REVOLVING LOAN FUND (NARLF) | ||||||||
| 100 WASHINGTON STREET NE SUITE B3 | HUNTSVILLE | AL | 35801 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| PACE CENTER FOR GIRLS | ||||||||
| 6745 PHILIPS INDUSTRIAL BLVD | JACKSONVILLE | FL | 32256 | NONE | 501(C)(3) | GENERAL SUPPORT | $60,000 | |
| PACKED | ||||||||
| 110 12TH STREET NORTH | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL SUPPORT | $64,942 | |
| PATHWAY LENDING | ||||||||
| 201 VENTURE CIRCLE | NASHVILLE | TN | 37228 | NONE | 501(C)(3) | GENERAL SUPPORT | $150,000 | |
| PEOPLEFUND | ||||||||
| 2921 E 17TH STREET BLDG D SUITE 1 | AUSTIN | TX | 78702 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 | |
| PRESERVATION RESOURCE CENTER OF NEW ORLEANS | ||||||||
| 923 TCHOUPITOULAS STREET | NEW ORLEANS | LA | 70130 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| REBUILDING NEW ORLEANS TOGETHER | ||||||||
| 2801 MARAIS ST | NEW ORLEANS | LA | 70117 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| RIVER CITY CAPITAL | ||||||||
| 119 SOUTH COURT AVENUE SUITE 100 | MEMPHIS | TN | 38103 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| SABRE FINANCIAL | ||||||||
| 4 OLD RIVER PLACE SUITE A | JACKSON | MS | 39202 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| SOUTH CAROLINA COMMUNITY LOAN FUND | ||||||||
| 1051-A GARDNER RD | CHARLESTON | SC | 29407 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| ST LOUIS COMMUNITY FOUNDATION | ||||||||
| 2 OAK KNOLL PARK | ST LOUIS | MO | 63105 | NONE | 501(C)(3) | GENERAL SUPPORT | $70,000 | |
| STUDER COMMUNITY INSTITUTE | ||||||||
| 220 W GARDEN ST STE 100 | PENSACOLA | FL | 32502 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| TAAACC (TEXAS ASSOCIATION OF AFRICAN AMERICAN CHAMBERS OF COMMERCE) | ||||||||
| 807 BRAZOS STREET SUITE 710 | AUSTIN | TX | 78701 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| TEACH FOR AMERICA | ||||||||
| 2301 FIRST AVENUE N SUITE 105 | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| TEACH FOR AMERICA | ||||||||
| 501 GOVERNMENT STREET SUITE 100 | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| THE FOUNDRY | ||||||||
| 1804 SIXTH AVENUE NORTH | BESSEMER | AL | 35020 | NONE | 501(C)(3) | GENERAL SUPPORT | $250,000 | |
| THE WOMEN'S FUND | ||||||||
| 2201 5TH AVENUE SOUTH SUITE 110 | BIRMINGHAM | AL | 35233 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| TRIDENT TECHNICAL COLLEGE | ||||||||
| PO BOX 61227 | CHARLESTON | SC | 29419 | NONE | 501(C)(3) | GENERAL SUPPORT | $45,000 | |
| TRUFUND FINANCIAL SERVICES | ||||||||
| 39 W 37TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| TSBDC AT SOUTHWEST TN COMMUNITY COLLEGE (MEMPHIS ASSESSMENT AREA) | ||||||||
| 737 UNION ARM 134 | MEMPHIS | TN | 38103 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| UNITED WAY - JACKSON MS | ||||||||
| 843 N PRESIDENT ST JACKSON | JACKSON | MS | 39202 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| UNITED WAY OF BALDWIN COUNTY | ||||||||
| 700 NORTH MCKENZIE STREET | FOLEY | AL | 36535 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| UNITED WAY OF EAST CENTRAL IOWA | ||||||||
| 317 7TH AVE SE SUITE 401 | CEDAR RAPIDS | IA | 52401 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| UNITED WAY OF GREATER ATLANTA | ||||||||
| 40 COURTLAND STREET NE SUITE 300 | ATLANTA | GA | 30306 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| UNITED WAY OF GREATER CHATTANOOGA | ||||||||
| 630 MARKET STREET | CHATTANOOGA | TN | 37402 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| UNITED WAY OF NORTHEAST ARKANSAS | ||||||||
| 407 UNION STREET | JONESBORO | AR | 72401 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| UNITED WAY OF NORTHEAST LOUISIANA | ||||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| UNITED WAY OF NORTHWEST FLORIDA | ||||||||
| 1301 W GOVERNMENT STREET | PENSACOLA | FL | 32502 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| UNITED WAY OF SOUTHWEST ALABAMA | ||||||||
| 218 ST FRANCIS STREET | MOBILE | AL | 36602 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| UNITED WAY OF THE MID-SOUTH (DTD) | ||||||||
| 1005 TILLMAN ST | MEMPHIS | TN | 38112 | NONE | 501(C)(3) | GENERAL SUPPORT | $75,000 | |
| UNITED WAY OF THE OCOEE REGION | ||||||||
| 85 OCOEE ST S | CLEVELAND | TN | 37311 | NONE | 501(C)(3) | GENERAL SUPPORT | $7,500 | |
| UNIVERSITY OF WEST ALABAMA | ||||||||
| STATION 6 | LIVINGSTON | AL | 35470 | NONE | 501(C)(3) | GENERAL SUPPORT | $80,000 | |
| UNIVERSITY OF WEST FLORIDA CYBER CERT PROGRAM | ||||||||
| 11000 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | NONE | 501(C)(3) | GENERAL SUPPORT | $175,000 | |
| UPPER CUMBERLAND HABITAT FOR HUMANITY | ||||||||
| 728 E 15TH STREET | COOKEVILLE | TN | 38501 | NONE | 501(C)(3) | GENERAL SUPPORT | $12,500 | |
| WEST ALABAMA CHAMBER OF COMMERCE COMMUNITY FOUNDATION OF WEST ALABAMA | ||||||||
| PO BOX 2347 | TUSCALOOSA | AL | 35403 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| WOODLAWN FOUNDATION | ||||||||
| 5529 1ST AVENUE S | BIRMINGHAM | AL | 35212 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000,000 | |
| YMCA ATLANTA | ||||||||
| 569 MARTIN LUTHER KING JR DRIVE NW | ATLANTA | GA | 30314 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| YMCA AUSTIN | ||||||||
| 3208 RED RIVER STREET SUITE 200 | AUSTIN | TX | 78705 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| YMCA BHAM | ||||||||
| 2101 4TH AVENUE NORTH | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |
| YMCA TAMPA | ||||||||
| 110 EAST OAK AVENUE | TAMPA | FL | 36602 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,157,976 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,014,450 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $633,457 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $576,989 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,224,896 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,224,896 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIONS FINANCIAL CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 FIFTH AVENUE NORTH | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $30,240 | Amt |
| Net Investment Income | $15,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,120 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $92,412,251 | BookValueAmt |
| EOYFMV | $114,207,301 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $333 | $167 | $166 |
| INSURANCE POLICY | $75,000 | $37,500 | $37,500 |
| ANNUAL MEETING | $900 | $450 | $450 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $633,457 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $633,457 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $633,457 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE AND CUSTODY FEES | CategoryTxt |
| Amt | $312,474 | Amt |
| Net Investment Income | $312,474 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $18,334 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |