HOLLE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOLLE FAMILY FOUNDATION (EIN 46-4166996)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-15
- IRS object ID
- 202532589349100638
- Schema version
- 2024v5.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-15T12:47:50-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461498870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMSS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 RIVERCHASE OFFICE RD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464166996 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLL | BusinessNameControlTxt |
| Phone | 2056230147 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2112 11TH AVENUE SOUTH 541 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON BROWN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2056230147 | PhoneNum |
| Signature | 2025-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERION SIBLEY CPA | PreparerPersonNm |
| PTIN | P00090514 | PTIN |
| Phone | 2059825500 | PhoneNum |
| Preparation | 2025-08-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,598,467 | 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 | $174,199 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $174,199 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,283,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,283,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $415,513 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,388,191 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $415,513 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,873,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,873,223 | 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 | $19,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,108 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,108 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,097 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,118 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,062 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $236,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139,620 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $300,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,108 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,809,064 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,504,787 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,109,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,513,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,235,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,733,603 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,472 | CashBOYAmt |
| Cash EOY | $20,997 | CashEOYAmt |
| Cash EOYFMV | $20,997 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,899,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,229,080 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,229,080 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,382 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,922 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,922 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,678,932 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,521,390 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,521,390 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,383,592 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,517,654 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,517,654 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $645,900 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $619,575 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $619,575 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,230,351 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,685,849 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,685,849 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $47,915,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,598,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,598,467 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,580,051 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,884,328 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $48,434 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $111,696 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,628,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,996,024 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $44,287,099 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $47,602,443 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,287,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,602,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,915,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,598,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,287,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,235,920 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,551,264 | OtherIncreasesAmt |
| Subtotal | $47,602,443 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,602,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | $64,506 | $64,506 | $64,506 | |
| OTHER | P | -$3,987 | -$3,987 | $3,987 | |
| PUBLICLY TRADED SECURITIES | $13,323,685 | $354,994 | $354,994 | $12,968,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $415,513 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,097 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,097 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,097 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,072 | 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 | $27,072 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $2,939 | OverpaymentAmt |
| Applied To ES Tax | $2,939 | 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 | WWW.HOLLEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DON BROWN | IndividualWithBooksNm |
| Phone | 2056168506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2112 11TH AVENUE SOUTH | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35205 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICK O'NEIL | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| RAY ACTON | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | TREASURER | 2.00 | $0 | $0 | $0 |
| BILL MARTIN | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DON BROWN | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MIKE ROYER | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHARON TINSLEY | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BARRETT BOWDRE | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | DIRECTOR | 2.00 | $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 | $49,684,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,400,246 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,085,165 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,085,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $766,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,318,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,515,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,515,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,097 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,097 | TotalTaxAmt |
| Distributable Before Adj | $2,491,847 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,491,847 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,491,847 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,513,895 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,513,895 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,491,847 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $5,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,040 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,513,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,491,847 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,048 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,088 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $5,040 | ExcessFromYear1Amt |
| Excess From Current Year | $22,048 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOLLE FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2112 11TH AVE S STE 541 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2056038746 | RecipientPhoneNum |
| Recipient Email Address | MANAGER@CAWACO.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ORGANIZATIONS INTERESTED IN APPLYING FOR A GRANT CAN ACCESS THE ONLINE GRANT APPLICATION AS WELL AS THE GRANTEE GUIDELINES AT WWW.HOLLEFAMILYFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS BECOME AVAILABLE ON AUGUST 1ST ANNUALLY FOR PROJECTS BEGINNING JANUARY 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | REFER TO GRANTEE GUIDELINES AT WWW.HOLLEFAMILYFOUNDATION.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALABAMA CHILDHOOD FOOD SOLUTION | |||||||
| P O BOX 1321 | SYLACAUGA | AL | 35151 | PC | BUILDING CONSTRUCTION-NEW CAMPUS $100,000 CURRENT YEAR; $150,000 2025 | $150,300 | |
| ALABAMA GIVING | |||||||
| 4300 KENNESAW DRIVE | BIRMINGHAM | AL | 35213 | PC | MEMBERSHIP TO ALABAMA GIVING | $800 | |
| ALZHEIMER'S OF CENTRAL ALABAMA | |||||||
| P O BOX 2273 | BIRMINGHAM | AL | 35201 | PC | GENERAL SUPPORT | $10,000 | |
| BIRMINGHAM BLACK RADIO MUSEUM | |||||||
| PO BOX 55253 | BIRMINGHAM | AL | 35255 | PC | GENERAL SUPPORT | $10,000 | |
| BIRMINGHAM BOYS CHOIR | |||||||
| 2025 KENTUCKY AVE | VESTAVIA HILLS | AL | 35216 | PC | GENERAL SUPPORT | $10,000 | |
| BLAZERKITCHEN (UAB) | |||||||
| UAB GIFT RECORDS AB 1230 1720 2ND | BIRMINGHAM | AL | 35205 | PC | GENERAL SUPPORT | $15,000 | AVE S |
| BLOUNT COUNTY EDUCATION FOUNDATION | |||||||
| 204 2ND AVE E | ONEONTA | AL | 35121 | PC | INCLUSIVE PLAYGROUND FOR CLEVELAND | $30,000 | |
| BSA EAGLE SCOUT PLAZA | |||||||
| 516 LIBERTY PKWY | BIRMINGHAM | AL | 35242 | PC | GENERAL SUPPORT | $10,000 | |
| CAMP MCDOWELL | |||||||
| 105 DELONG RD | NAUVOO | AL | 35578 | PC | HANDICAPPED ACCESSIBLE TRAIL | $30,000 | |
| CENTER FOR ELDER JUSTICE (MIDDLE ALABAMA AGENCY ON AGING) | |||||||
| 209 CLOVERDALE CIR | ALABASTER | AL | 35007 | PC | GENERAL SUPPORT | $10,000 | |
| CHRISTIAN SERVICE MISSION | |||||||
| 3600 3RD AVENUE SOUTH | BIRMINGHAM | AL | 35222 | PC | GENERAL SUPPORT | $15,000 | |
| COLLEGE CHOICE FOUNDATION | |||||||
| 1919 OXMOOR ROAD 324 | HOMEWOOD | AL | 35209 | PC | BATES SCHOLARSHIPS | $25,000 | |
| COMMUNITY CARE DEVELOPMENT NETWORK | |||||||
| 1920 OLD SPRINGVILLE ROAD | CENTER POINT | AL | 35215 | PC | GENERAL SUPPORT | $1,000 | |
| COMMUNITY ON THE RISE | |||||||
| 112 14TH ST N | BIRMINGHAM | AL | 35203 | PC | GENERAL SUPPORT | $1,000 | |
| COMMUNITY SOUP BOWL | |||||||
| 1711 23RD AVE | TUSCALOOSA | AL | 35401 | PC | ONE MONTH FOOD AND SUPPLIES | $12,000 | |
| CROOM FOUNDATION | |||||||
| 5014 15TH PLACE EAST | TUSCALOOSA | AL | 35404 | PC | MENTORSHIP, COLLEGE PREP; FUNDRAISING | $15,000 | |
| EPISCOPAL PLACE | |||||||
| 1112 26TH STREET S | BIRMINGHAM | AL | 35205 | PC | GENERAL SUPPORT | $10,000 | |
| FAMILY COUNSELING SERVICES OF WEST ALA | |||||||
| 2020 PAUL W BRYANT DR | TUSCALOOSA | AL | 35401 | PC | COUNSELING SERVICES FOR BIBB | $4,489 | |
| FIREHOUSE COMMUNITY ARTS CENTER | |||||||
| 412 41ST ST S | BIRMINGHAM | AL | 35222 | PC | STUDIO EQUIPMENT TO COMPLETE ARTS AND GENERAL SUPPORT | $14,848 | |
| FIRST LIGHT WOMEN'S AND CHILDREN'S SHELTER | |||||||
| 2230 4TH AVE N | BIRMINGHAM | AL | 35203 | PC | GENERAL SUPPORT | $5,000 | |
| FLOURISH ALABAMA | |||||||
| 1321 17TH AVE S 105 | BIRMINGHAM | AL | 35205 | PC | ARTS/CULTURAL CENTER SUPPORT | $50,250 | |
| FOLDS OF HONOR ALABAMA CHAPTER | |||||||
| 5060 MEADOW BROOK RD | BIRMINGHAM | AL | 35242 | PC | GENERAL SUPPORT | $5,000 | |
| FRIENDS OF LOCUST FORK | |||||||
| PO BOX 638 | CLEVELAND | AL | 35049 | PC | COMPLETE PUBLIC ACCESS FOR TAYLOR PARK | $10,000 | |
| GRACE HOUSE MINISTRIES | |||||||
| 4947 FARRELL AVE | FAIRFIELD | AL | 35064 | PC | FURNITURE FOR RESIDENTS | $34,877 | |
| GREATER BIRMINGHAM HUMANE SOCIETY | |||||||
| 300 SNOW DRIVE | BIRMINGHAM | AL | 35209 | PC | GENERAL SUPPORT | $5,000 | |
| HABITAT FOR HUMANITY-TUSCALOOSA | |||||||
| 504 14TH ST | TUSCALOOSA | AL | 35401 | PC | PROVIDE INFRASTRUCTURE FOR WESTGROVE NEIGHBORHOOD | $125,000 | |
| HUMANE SOCIETY OF WEST ALABAMA | |||||||
| 300 SNOW DRIVE | BIRMINGHAM | AL | 35209 | PC | TWO (2) TRANSPORTATION VEHICLES | $31,051 | |
| I SEE ME | |||||||
| 7344 PINE TREE LANE | FAIRFIELD | AL | 35064 | PC | GENERAL SUPPORT | $3,000 | |
| JONES VALLEY TEACHING FARM | |||||||
| 701 25TH ST N | BIRMINGHAM | AL | 35203 | PC | APPRENTICESHIP PROGRAM | $15,000 | |
| KENTUCK ART CENTER & FESTIVAL | |||||||
| 503 MAIN AVE | NORTHPORT | AL | 35476 | PC | CREATE CLAY ART CLASSROOM | $10,000 | |
| LAKESHORE FOUNDATION | |||||||
| 4000 RIDGWAY DR | BIRMINGHAM | AL | 35209 | PC | OUTDOOR SHADE STRUCTURE | $50,000 | |
| LOVELADY CENTER (FREEDOM REIGN INC) | |||||||
| 7916 2ND AVENUE SOUTH | BIRMINGHAM | AL | 35206 | PC | GENERAL SUPPORT | $5,000 | |
| MARIANA GREENE HENRY FOUNDATION | |||||||
| 205 SOUTH STREET EAST | TALLADEGA | AL | 35160 | PC | GENERAL SUPPORT | $5,000 | |
| MERCY DELIVERANCE MINISTRIES | |||||||
| 732 MONTGOMERY HIGHWAY STE PMB237 | VESTAVIA HILLS | AL | 35216 | PC | STOCK FOR MOBILE FOOD TRUCK | $14,381 | |
| NATIONAL COMMUNICATIONS ASSOCIATION | |||||||
| 1765 N STREET NW | WASHINGTON | DC | 20036 | PC | ENDOW COMMUNICATIONS AWARD | $26,000 | |
| ONE ROOF | |||||||
| 730 8TH AVENUE WEST SUITE 100 | BIRMINGHAM | AL | 35204 | PC | GENERAL SUPPORT | $5,000 | |
| RALEIGH'S PLACE | |||||||
| 346 COUNTY ROAD 1028 | CLANTON | AL | 35046 | PC | COMPLETE RENOVATION OF TRANSITIONAL LIVING APARTMENTS FOR AGE-OUT FOSTER CARE YOUTH | $15,000 | |
| RED MOUNTAIN THEATER | |||||||
| 1600 3RD AVE S | BIRMINGHAM | AL | 35233 | PC | GENERAL SUPPORT | $2,000 | |
| SALVATION ARMY (VETERAN FUND) OF GREATER BIRMINGHAM | |||||||
| PO BOX 11005 | BIRMINGHAM | AL | 35202 | PC | GENERAL SUPPORT | $5,000 | |
| SALVATION ARMY OF GREATER BIRMINGHAM | |||||||
| PO BOX 11005 | BIRMINGHAM | AL | 35202 | PC | END OF YEAR COMMITMENT | $20,000 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | GENERAL SUPPORT | $10,000 | |
| SAMFORD UNIVERSITY | |||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 35229 | PC | COMPLETE SCHOLARSHIP ENDOWMENT | $75,000 | |
| SHELBY COUNTY HUMANE SOCIETY | |||||||
| 381 MCDOW RD | COLUMBIANA | AL | 35051 | PC | GENERAL SUPPORT | $5,000 | |
| SPRING VALLEY SCHOOL | |||||||
| 2701 SYDNEY DRIVE | BIRMINGHAM | AL | 35211 | PC | GENERAL SUPPORT | $10,000 | |
| THE COOPERATIVE DOWNTOWN MINISTRIES | |||||||
| 626 2ND AVE N | BIRMINGHAM | AL | 35203 | PC | GENERAL SUPPORT | $5,000 | |
| THE NATURE CONSERVANCY | |||||||
| 209 20TH ST N | BIRMINGHAM | AL | 35203 | PC | LAND ACQUISITION AND TRAIL | $75,000 | |
| THREE HOTS AND A COT | |||||||
| 7353 KIMBERLY AVE | BIRMINGHAM | AL | 35206 | PC | GENERAL SUPPORT | $5,000 | |
| TRANSFORMATION MONTGOMERY | |||||||
| 6000 ATLANTA HWY | MONTGOMERY | AL | 36117 | PC | REMODEL 2 HOUSES;BUILD GAZEBO | $60,000 | |
| UA HOLLE AWARDS | |||||||
| G-14 ROSE ADMINISTRATION BLDG BOX | TUSCALOOSA | AL | 35487 | PC | HOLLE AWARDS | $100,000 | 870101 |
| UAB FINANCIAL NEEDS SCHOLARSHIP | |||||||
| UAB GIFT RECORDS ATTN CLAIRE | BIRMINGHAM | AL | 35294 | PC | GENERAL SUPPORT | $5,000 | JACKSON COLLEGE OF ARTS AND SCIENCE |
| UNIVERSITY OF ALABAMA | |||||||
| 297 REESE PHIFER HALL BOX 870172 | TUSCALOOSA | AL | 35487 | PC | UA-CCIS ENDOWED CHAIR | $1,100,000 | |
| UNIVERSITY OF WEST ALABAMA | |||||||
| STATION 6 | LIVINGSTON | AL | 35470 | PC | CONSTRUCT METAL BUILDING TO STORE ESSENTIAL EQUIPMENT | $142,791 | |
| VIRGINIA SAMFORD THEATER (METROPOLITAN ARTS CENTER) | |||||||
| 1116 26TH STREET SOUTH | BIRMINGHAM | AL | 35205 | PC | GENERAL SUPPORT | $2,000 | |
| WALKER COLLEGE FOUNDATION | |||||||
| 1501 GAMBLE AVE | JASPER | AL | 35501 | PC | SCHOLARSHIPS | $31,000 | |
| WALKER COUNTY HUMANE SOCIETY | |||||||
| 23470 HIGHWAY 78 WEST | JASPER | AL | 35501 | PC | GENERAL SUPPORT | $5,000 | |
| WEST ALABAMA FOOD BANK | |||||||
| 401 65TH STREET | TUSCALOOSA | AL | 35405 | PC | GENERAL SUPPORT | $15,000 | |
| WILL BRIGHT FOUNDATION | |||||||
| 204 MAIN ST | TRUSSVILLE | AL | 35173 | PC | 12 PASSENGER VAN | $40,000 | |
| YOUTHSERVE | |||||||
| 2717 7TH AVE S STE 105 | BIRMINGHAM | AL | 35233 | PC | GENERAL SUPPORT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,504,787 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALABAMA SCHOLASTIC COMPETITION | ||||||
| PO BOX 111 | HORTON | AL | 35980 | PC | SCHOLARSHIPS / ALA SCHOLARS BOWL | $80,000 |
| CANINE COMPASSION FUND | ||||||
| 11550 STONEHEDGE ROAD | NORTHPORT | AL | 35475 | PC | GENERAL SUPPORT | $5,000 |
| FAMILY COUNSELING SERVICES OF WEST ALA | ||||||
| 2020 PAUL W BRYANT DR | TUSCALOOSA | AL | 35401 | PC | COUNSELING SERVICES FOR BIBB | $9,511 |
| GRACE HOUSE MINISTRIES | ||||||
| 4947 FARRELL AVE | FAIRFIELD | AL | 35064 | PC | FURNITURE FOR RESIDENTS | $473 |
| MERCY DELIVERANCE MINISTRIES | ||||||
| 732 MONTGOMERY HIGHWAY STE PMB237 | VESTAVIA HILLS | AL | 35216 | PC | STOCK FOR MOBILE FOOD TRUCK | $35,619 |
| COMMUNITY FOOD BANK OF CENTRAL ALABAMA | ||||||
| 107 WALTER DAVIS DRIVE | BIRMINGHAM | AL | 35209 | PC | CAPITAL CAMPAIGN SUPPORT | $1,000,000 |
| ALABAMA INSTITUTE FOR DEAF AND BLIND FOUNDATION | ||||||
| 205 SOUTH STREET EAST | TALLADEGA | AL | 35160 | PC | SUPPORT FOR THE AUDITORIUM OF THE STUDENT LIFE AND CONFERENCE CENTER | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,630,603 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,199 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,283,511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $415,513 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,873,223 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,873,223 | 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 FEES | CategoryTxt |
| Amt | $19,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELCH GROUP | BondNm |
| EOY Book Value | $619,575 | EOYBookValueAmt |
| EOYFMV | $619,575 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $30,517,654 | EOYBookValueAmt |
| EOYFMV | $30,517,654 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,521,390 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,521,390 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY | AT COST | $14,549,583 | $14,549,583 |
| WELCH GROUP | AT COST | $136,266 | $136,266 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE EXPENSE | $916 | $0 | $0 |
| BOARD SUPPORT | $19,876 | $0 | $0 |
| INSURANCE | $6,071 | $0 | $0 |
| BANK SERVICE CHARGE | $36 | $0 | $0 |
| SUPPLIES | $1,377 | $0 | $0 |
| INVESTMENT EXPENSES | $139,620 | $139,620 | $0 |
| CONTRACTED SERVICES | $2,100 | $0 | $0 |
| DEFERRED TAX EXPENSE | $63,262 | $0 | $0 |
| POSTAGE | $7 | $0 | $0 |
| PUBLIC RELATIONS | $3,000 | $0 | $0 |
| WEBSITE EXPENSE | $29 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/ LOSS ON INVESTMENTS | Desc |
| Amt | $4,551,264 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME TAXES | Desc |
| BOY Book Value | $48,434 | BOYBookValueAmt |
| EOY Book Value | $111,696 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT MANAGEMENT | CategoryTxt |
| Amt | $9,108 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,108 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NET INVESTMENT INCOME TAX | CategoryTxt |
| Amt | $24,097 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |