BRUNO RUMORE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRUNO RUMORE FOUNDATION (EIN 26-0300098)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-26
- IRS object ID
- 202011479349101021
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-26T08:46:35-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | SMITH & KACMARYNSKI 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 | 2019-01-01 | 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 |
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 |
| Signature | 2020-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S DOUGLAS SMITH CPA | PreparerPersonNm |
| PTIN | P01392629 | PTIN |
| Phone | 2059689122 | PhoneNum |
| Preparation | 2020-05-20 | 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 | $9,408,519 | 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 | $8,471 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,471 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $130,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $741,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,086,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $741,605 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $880,425 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $880,425 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $83,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,279 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $86,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,829 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $466,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $466,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $553,029 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,829 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $468,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $327,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $795,596 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $708,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,000,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,000,804 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $257,897 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $264,657 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $257,897 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $257,897 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $8,127,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,149,816 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,149,816 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,882 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,882 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $9,100,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,408,519 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,408,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,100,522 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,408,519 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,100,522 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,408,519 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,100,522 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,408,519 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,100,522 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $327,396 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,427,918 | SubtotalAmt |
| Other Decreases | $19,399 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,408,519 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL 04162 | P | $1,267,841 | $819,975 | $447,866 | $447,866 |
| UBS FINANCIAL 04162 | P | $30,225 | $29,489 | $736 | $736 |
| UBS FINANCIAL 04162 | P | $472,799 | $495,106 | -$22,307 | -$22,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $741,605 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $736 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $454,566 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,627,635 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047215 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $428,352 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,442,598 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045364 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $347,012 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,765,767 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039587 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $591,909 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,275,136 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063817 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $470,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,243,086 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045972 | DistributionYr5Rt |
| Total Distribution | 0.241955 | TotalDistributionRt |
| Average Distribution | 0.048391 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,345,331 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $452,230 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,956 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $460,186 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $468,200 | 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 | $7,956 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,956 | SubtotalAmt |
| Tax Based On Investment Income | $7,956 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,240 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,284 | OverpaymentAmt |
| Applied To ES Tax | $6,284 | AppliedToESTaxAmt |
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 | SMITH & KACMARYNSKI 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CAROL B RUMORE | ||||||||
| 2664 VESCLUB CIRCLE | BIRMINGHAM | AL | 35216 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PHILLIP 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 | $8,329,648 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,157,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,487,646 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,487,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,345,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $467,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $467,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,956 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,956 | TotalTaxAmt |
| Distributable Before Adj | $459,311 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $459,311 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $459,311 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $468,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $468,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,956 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $460,244 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $459,311 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $464,332 | UndistributedIncomePYAmt |
| Qualifying Distributions | $468,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $464,332 | AppliedToYear1Amt |
| Applied To Current Year | $3,868 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $455,443 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BIBLE CHRISTIAN SOCIETY | |||||||||||
| 40 PARK ROAD | PLEASANT GROVE | AL | 35127 | PUB CHARITY | RELIGIOUS | $22,500 | |||||
| MAGIC MOMENTS | |||||||||||
| 1600 7TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | PUB CHARITY | HELPING CHILDREN | $10,000 | |||||
| THE CATHEDRAL OF ST PAUL | |||||||||||
| 2120 3RD AVE NO | BIRMINGHAM | AL | 35203 | PUB CHARITY | RELIGIOUS | $24,650 | |||||
| BESPOKE FOUNDATION | |||||||||||
| 4480 ORANGE BEACH BLVD | MILTON | GA | 30004 | PUB CHARITY | FAMILY COUNSELING | $5,000 | |||||
| WESTSIDE HELPING HAND | |||||||||||
| 3146 HIGHLAND AVE | CORPUS CHRISTI | TX | 78405 | PUB CHARITY | SUPPORT PROGRAM | $10,000 | |||||
| CATHOLIC MEDIA PARTNERSHIP | |||||||||||
| 3721 BELMONT ROAD | IRONDALE | AL | 35210 | PUB CHARITY | RELIGIOUS | $10,000 | |||||
| JDRF | |||||||||||
| 2112 11TH AVE SO 520 | BIRMINGHAM | AL | 35205 | PUB CHARITY | SUPPORT PROGRAM | $500 | |||||
| CORPUS CHRISTI CATHOLIC CHURCH | |||||||||||
| 6300 MCKENNA DRIVE | MOBILE | AL | 36608 | PUB CHARITY | RELIGIOUS | $16,000 | |||||
| ST PETERS CATHOLIC CHURCH | |||||||||||
| 2061 PATTON CHAPEL ROAD | BIRMINGHAM | AL | 35216 | PUB CHARITY | RELIGIOUS | $20,000 | |||||
| OUR LADY OF THE VALLEY CATHOLIC CH | |||||||||||
| 5514 DOUBLE OAK LANE | BIRMINGHAM | AL | 35242 | PUB CHARITY | RELIGIOUS | $17,000 | |||||
| IGNATIUS PRODUCTIONS | |||||||||||
| 1140 WHORTON BEND ROAD | RAINBOW CITY | AL | 35906 | PUB CHARITY | RELIGIOUS | $1,500 | |||||
| BIRMINGHAM BOYS CHOIR | |||||||||||
| 3205 MONTE DESTE WAY | BIRMINGHAM | AL | 35216 | PUB CHARITY | RELIGIOUS | $10,000 | |||||
| VESTAVIA HILLS POLICE FOUNDATION | |||||||||||
| 1032 MONTGOMERY HWY | VESTAVIA HILLS | AL | 35216 | PUB CHARITY | BENEVOLENT FUND | $6,000 | |||||
| BACKPACK BUDDIES | |||||||||||
| PO BOX 2458 | ALABASTER | AL | 35216 | PUB CHARITY | GENERAL FUND | $3,000 | |||||
| RED MOUNTAIN THEATRE COMPANY | |||||||||||
| 301 19TH ST NO | BIRMINGHAM | AL | 35203 | PUB CHARITY | EDUCATIONAL | $5,000 | |||||
| THE FOUNDRY | |||||||||||
| PO BOX 824 | BESSEMER | AL | 35021 | PUB CHARITY | ADDICTION TREATMENT/RECOVERY | $1,000 | |||||
| GUADALUPE RADIO NETWORK | |||||||||||
| 1406 E GARDEN LANE | MIDLAND | TX | 79701 | PUB CHARITY | RELIGIOUS | $1,000 | |||||
| DIOCESE OF BIRMINGHAM | |||||||||||
| 2121 3RD AVENUE NORTH | BIRMINGHAM | AL | 35203 | PUB CHARITY | RELIGIOUS | $5,000 | |||||
| HOLY FAMILY CATHOLIC ACADEMY | |||||||||||
| 1916 19TH ST ENSLEY | BIRMINGHAM | AL | 35234 | PUB CHARITY | RELIGIOUS | $10,000 | |||||
| SISTER SERVANTS OF THE ETERNAL WORD | |||||||||||
| 3721 BELMONT ROAD | IRONDALE | AL | 35210 | PUB CHARITY | RELIGIOUS | $10,000 | |||||
| CAMP CREATION | |||||||||||
| PO BOX 673 | FAIRHOPE | AL | 36533 | PUB CHARITY | RELIGIOUS | $5,000 | |||||
| UNITED FOR LIFE FOUNDATION | |||||||||||
| PO BOX 43217 | BIRMINGHAM | AL | 35243 | PUB CHARITY | SUPPORT PROGRAMS | $20,000 | |||||
| ST BERNARD PREP SCHOOL | |||||||||||
| 101 SAINT BERNARD AVE SE | CULLMAN | AL | 35055 | PRIVATE | EDUCATION | $1,000 | |||||
| JIMMIE HALE MISSION | |||||||||||
| 3420 2ND AVE NO | BIRMINGHAM | AL | 35222 | PUB CHARITY | SUPPORT PROGRAMS | $5,000 | |||||
| LITTLE SISTERS OF THE POOR | |||||||||||
| 1655 MCGILL AVENUE | MOBILE | AL | 36604 | PUB CHARITY | RELIGIOUS | $5,000 | |||||
| DIOCESE OF KUMBA | |||||||||||
| PUB CHARITY | RELIGIOUS | $50,000 | PO BOX 473 | KUMBA | CAMEROON | CM | |||||
| BISHOP'S HOUSE PALA | |||||||||||
| PUB CHARITY | RELIGIOUS | $10,000 | PB NO 18 | KERALA | KOTTAYAN | IN | |||||
| HEART GALLERY OF ALABAMA | |||||||||||
| 3100 INDEPENDENCE DR 200 | BIRMINGHAM | AL | 35209 | PUB CHARITY | CHILD SUPPORT SERVICES | $1,000 | |||||
| SAV A LIFE | |||||||||||
| 1480 MCQUIRE RD | BIRMINGHAM | AL | 35216 | PUB CHARITY | RELIGIOUS | $1,000 | |||||
| ALABAMA INSTITUTE FOR DEAFBLIND | |||||||||||
| 205 SOUTH STREET EAST | TALLADEGA | AL | 35160 | PUB CHARITY | EDUCATION OF THE DISABLED | $500 | |||||
| HONEYBEE CONSERVANCY | |||||||||||
| 1732 1ST AVE 28748 | NEW YORK | NY | 10128 | PUB CHARITY | EDUCATIONAL | $500 | |||||
| CAMP ASCCA FUND | |||||||||||
| 5278 CAMP ASCCA DR | JACKSONS GAP | AL | 36861 | PUB CHARITY | SERVICES FOR DISABLED | $1,000 | |||||
| CHILDREN'S DANCE FOUNDATION | |||||||||||
| 1715 27TH CT S | HOMEWOOD | AL | 35209 | PUB CHARITY | EDUCATIONAL | $500 | |||||
| JOHN PAUL II MEDICAL RESEARCH | |||||||||||
| 2500 CROSSPARK RD W230 | CORALVILLE | IA | 52241 | PUB CHARITY | MEDICAL RESEARCH | $500 | |||||
| RISE AGAINST HUNGER | |||||||||||
| 3733 NATIONAL DR STE 200 | RALEIGH | NC | 27612 | PUB CHARITY | SUPPORT PROGRAMS | $1,000 | |||||
| UNBOUND | |||||||||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | PUB CHARITY | FAMILY SUPPORT SERVICES | $1,000 | |||||
| ALABAMA PUBLIC TV | |||||||||||
| 2112 11TH AVE SO STE 400 | BIRMINGHAM | AL | 35205 | PUB CHARITY | EDUCATIONAL | $1,000 | |||||
| BETTER BASICS INC | |||||||||||
| 1231 2ND AVE SO | BIRMINGHAM | AL | 35233 | PUB CHARITY | FAMILY SERVICES | $1,000 | |||||
| FIRST LIGHT SHELTER | |||||||||||
| 2230 4TH AVE NO | BIRMINGHAM | AL | 35203 | PUB CHARITY | FAMILY SERVICES | $500 | |||||
| COMMUNITY KITCHENS OF BIRMINGHAM | |||||||||||
| 5712 1ST AVE NO | BIRMINGHAM | AL | 35212 | PUB CHARITY | FOOD SUPPORT | $500 | |||||
| BIG OAK RANCH | |||||||||||
| 6000 SHELLEY DR | SPRINGVILLE | AL | 35146 | PUB CHARITY | CHILDREN'S SERVICES | $15,000 | |||||
| OUR LADY OF SORROWS SCHOOL FDN | |||||||||||
| 1720 OXMOOR RD | HOMEWOOD | AL | 35209 | PUBLIC CHARI | EDUCATIONAL | $10,000 | |||||
| VETS WATCHMAKER INITIATIVE | |||||||||||
| 307 N 6TH ST | ODESSA | DE | 19730 | PUB CHARITY | EDUCATIONAL | $1,000 | |||||
| OUR LADY GULF CHURCH | |||||||||||
| 208 E 22ND AVE | GULF SHORES | AL | 36547 | PUB CHARITY | RELIGIOUS | $25,000 | |||||
| STEPHEN SILLER TUNNELS TO TOWERS | |||||||||||
| 2361 HYLKAN BLVD | STATEN ISLAND | NY | 10306 | PUB CHARITY | FAMILY SUPPORT SERVICES | $4,000 | |||||
| ST ROSE ACADEMY | |||||||||||
| 1401 22ND ST SO | BIRMINGHAM | AL | 35205 | PUB CHARITY | EDUCATIONAL | $10,000 | |||||
| VESTAVIA HILLS LIBRARY FOUNDATION | |||||||||||
| 1221 MONTGOMERY HIGHWAY | VESTAVIA HILLS | AL | 35216 | PUB CHARITY | EDUCATIONAL | $5,000 | |||||
| ST BERNARD ANNUAL APPEAL | |||||||||||
| 1600 ST BERNARD DRIVE SE | CULLMAN | AL | 35055 | PUB CHARITY | EDUCATIONAL | $5,000 | |||||
| OUR LADY OF SORROWS CATHOLIC CH | |||||||||||
| 1728 OXMOOR ROAD | HOMEWOOD | AL | 35209 | PUB CHARITY | RELIGIOUS | $10,000 | |||||
| TURNING POINT FOUNDATION | |||||||||||
| 1881 CO RD 627 | THORSBY | AL | 35171 | PUB CHARITY | SUBSTANCE ABUSE TREATMENT | $3,000 | |||||
| OUR LADY OF THE ANGELS MONASTERY | |||||||||||
| 3222 CO RD 548 | HANCEVILLE | AL | 35077 | PUB CHARITY | RELIGIOUS | $1,000 | |||||
| JOHN CARROLL CATHOLIC HIGH SCHOOL | |||||||||||
| 300 LAKESHORE PKWY | BIRMINGHAM | AL | 35209 | PRIVATE | EDUCATION | $8,500 | |||||
| LODI MULTIPURPOSE SOCIAL SVC SOC | |||||||||||
| PRIVATE | RELIGIOUS | $25,000 | WARANGAL 506 004 | ANDHRA PRADESH | ANDRHA PRADESH | IN | |||||
| ST MARY'S CH (POOR & TRIBALS SO | |||||||||||
| PUB CHARITY | EDUCATION AND FAMILY HEALTH | $50,000 | PRODDUTUR - 507 208 | TELANGANA | KHAMMAM | IN | CHINTHAKANI MANDAL | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $466,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,471 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,349 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $741,605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $880,425 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $880,425 | 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 | $3,100 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL (SQ04162) | StockNm |
| EOY Book Value | $7,149,816 | EOYBookValueAmt |
| EOYFMV | $7,149,816 | EOYFMVAmt |
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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE EXCISE TAX | Desc |
| Amt | $19,399 | Amt |
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 | LOAN RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $257,897 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL MANAGEMENT FEES | CategoryTxt |
| Amt | $83,279 | Amt |
| Net Investment Income | $83,279 | NetInvestmentIncomeAmt |