CLYDE B ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CLYDE B ANDERSON FAMILY FOUNDATION (EIN 72-1368331)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-20
- IRS object ID
- 202010809349100111
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-20T16:42:32-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAYLA HOOFMAN | PreparerPersonNm |
| PTIN | P01450067 | PTIN |
| Phone | 2567670740 | PhoneNum |
| Preparation | 2020-03-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,726,799 | 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 | $498,492 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $539 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $539 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,215 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $312,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,663 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $495,256 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,417 | 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 | $3,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,043 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,732 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,646 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,453 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,530 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,623 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,874 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,355 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $403,554 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $403,554 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $419,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $186,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,608 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $214,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,666 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $3,320 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,320 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $659,763 | CorporateStockBOYAmt |
| Corporate Stock EOY | $830,200 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,586,813 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $894,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $970,186 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,726,799 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $894,358 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $970,186 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $894,358 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $970,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $894,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $970,186 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $894,358 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $970,186 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $970,186 | 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 |
|---|---|---|---|---|---|---|---|
| 328 SHARES OF VZ STOCK | P | 2014-02-24 | 2019-02-20 | $17,833 | $12,330 | $5,503 | $5,503 |
| 681 SHARES OF VOD STOCK | P | 2014-02-24 | 2019-02-20 | $12,393 | $22,815 | -$10,422 | -$10,422 |
| 716 SHARES OF NFLX STOCK | D | 2019-06-10 | 2019-06-12 | $245,632 | $74,465 | $171,167 | $171,167 |
| 450 SHARES OF TDOC STOCK | D | 2019-12-18 | 2019-12-19 | $36,207 | $24,792 | $11,415 | $11,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,663 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $206,556 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,540,939 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.134046 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $87,160 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,502,889 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057995 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $258,210 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,374,283 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.187887 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $107,706 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,267,596 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084969 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $476,067 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,156,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.411734 | DistributionYr5Rt |
| Total Distribution | 0.876631 | TotalDistributionRt |
| Average Distribution | 0.175326 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,452,753 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $254,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,868 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $256,573 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $412,909 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,868 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,868 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,452 | OverpaymentAmt |
| Applied To ES Tax | $1,452 | 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 | 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 | $1,240,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234,265 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,474,876 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,474,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,452,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,638 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,638 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,868 | TotalTaxAmt |
| Distributable Before Adj | $70,770 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,770 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,770 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $412,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $412,909 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,868 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $411,041 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $424,412 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $192,687 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,148 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $132,823 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $807,480 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $412,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $342,139 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,149,619 | 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 | $424,412 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $725,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,410 | ExcessFromYear4Amt |
| Excess From Year3 | $192,687 | ExcessFromYear3Amt |
| Excess From Year2 | $12,148 | ExcessFromYear2Amt |
| Excess From Year1 | $132,823 | ExcessFromYear1Amt |
| Excess From Current Year | $342,139 | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CAMP SMILE A MILE | ||||||||
| PO BOX 550155 | BIRMINGHAM | AL | 35255 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $2,500 | |
| CHARLESTON DAY SCHOOL | ||||||||
| 15 ARCHDALE STREET | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $12,854 | |
| CRIMSON TIDE FOUNDATION | ||||||||
| BOX 870343 | TUSCALOOSA | AL | 354870343 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $50,000 | |
| DANNY & RON'S RESCUE | ||||||||
| PO BOX 604 | CAMDEN | SC | 29021 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $1,000 | |
| DO FOR ONE | ||||||||
| 10 RIVER RD 12J | NEW YORK | NY | 10044 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $11,000 | |
| ENOUGH PIE | ||||||||
| 1630-1 MEETING STREET ROAD SUITE | CHARLESTON | SC | 29405 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $12,000 | 306 |
| GODDARD RIVERSIDE COMMUNITY CENTER | ||||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $2,500 | |
| GRACE CHURCH | ||||||||
| 98 WENTWORTH ST | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $15,000 | |
| HISTORICAL CHARLESTON FOUNDATION | ||||||||
| 40 EAST BAY STREET | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 | |
| THE ADELA HOLMES COOK FOUNDATION | ||||||||
| 1733 DEER PATH DRIVE | MT PLEASANT | SC | 29464 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 | |
| SAFE PROJECT | ||||||||
| 3118 WASHINGTON BLVD BOX 101734 | ARLINGTON | VA | 222019998 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $25,000 | |
| SCREAMING EAGLE FOUNDATION | ||||||||
| PO BOX 929 | FORT CAMPBELL | KY | 42223 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 | |
| STRONG WINGS ADVENTURE SCHOOL | ||||||||
| PO BOX 2884 | NANTUCKET | MA | 02584 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $1,000 | |
| TRINITY PRESBYTERIAN SCHOOL | ||||||||
| 1700 EAST TRINITY BOULVEVARD | MONTGOMERY | AL | 36106 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $1,000 | |
| UJA FEDERATION | ||||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $4,700 | |
| UNIVERSITY OF ALABAMA | ||||||||
| G-14 ROSE ADMIN BLDG BOX 870101 | TUSCALOOSA | AL | 354870101 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $403,554 | 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 | $539 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,215 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$15,990 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$3,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,236 | 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 | $3,775 | Amt |
| Net Investment Income | $1,043 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,732 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 420 SH JOHNSON & JOHNSON | $24,981 | $61,265 |
| 1665 SH INTEL CORP | $24,394 | $99,650 |
| 465 SH PEPSICO | $24,978 | $63,552 |
| 704 SH WAL-MART | $35,921 | $83,663 |
| 1221 SH WELLS FARGO | $95,387 | $65,690 |
| 160 SH GOOGLE A | $49,555 | $214,302 |
| 471 SH GOOGLE C | $218,542 | $629,737 |
| 126 SH BARNES AND NOBLE EDUCATION | $1,620 | $538 |
| 4000 SH SERVISFIRST | $149,240 | $150,720 |
| 1800 SH TELADOC | $145,782 | $150,696 |
| 20000 SH VERU | $59,800 | $67,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $9,000 | $2,488 | $6,512 |
| BANK SERVICE CHARGES | $150 | $41 | $109 |
| POSTAGE | $3 | $1 | $2 |
| MEALS AND ENTERTAINMENT | $300 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $2,646 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |