REGIONS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- REGIONS FOUNDATION (EIN 63-1144265)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-13
- IRS object ID
- 202032879349100908
- Schema version
- 2019v5.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-13T13:39:29-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN RANDOLPH | PreparerPersonNm |
| PTIN | P00989558 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Preparation | 2020-08-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.136.244.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-17 | IPDt |
| IP Tm | 12:36:06 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 409F4F2B13DAFBB020E15C14E80A7CEF743D0459 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 647B4B52B2683D6658376F86114D7345A06982BE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $108,373,748 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,467,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,467,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,659,349 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $95,282 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $94,832 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,546,106 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,562,688 | 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 |
| Legal Fees Rev And Expnss | $28,273 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,137 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,136 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $261,049 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $261,049 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,175 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,088 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,087 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $430,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $313,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,723 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,104,536 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,104,536 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,534,954 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $313,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,157,259 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$988,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,248,914 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,894 | CashBOYAmt |
| Cash EOY | $4,034,394 | CashEOYAmt |
| Cash EOYFMV | $4,034,394 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $65,544,815 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $33,559,250 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,649,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,339,354 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $99,122,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,684,323 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,373,748 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $550,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $550,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $99,122,959 | CapitalStockBOYAmt |
| Capital Stock EOY | $98,134,323 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,122,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,134,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,122,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,684,323 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,122,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$988,848 | ExcessRevenueOverExpensesAmt |
| Other Increases | $212 | OtherIncreasesAmt |
| Subtotal | $98,134,323 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,134,323 | 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 | $14,659,349 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,676,381 | CostOrOtherBasisAmt |
| Gain Or Loss | -$17,032 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$17,032 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,032 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,835,714 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $58,573,242 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031340 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $337,544 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,451,891 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097785 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $252,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $232,576 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.085882 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $403,458 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $95,783 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.212209 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $337,865 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $145,424 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.323310 | DistributionYr5Rt |
| Total Distribution | 7.750526 | TotalDistributionRt |
| Average Distribution | 1.550105 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $101,989,829 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $158,094,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,489 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $158,117,433 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,157,259 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,978 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,978 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,644 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $74,644 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,666 | OverpaymentAmt |
| Applied To ES Tax | $29,666 | 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 |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| KEITH HERRON | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| 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 | TREASURER/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 | 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 |
| 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 | $83,761,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,781,863 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,542,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,542,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,553,145 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,989,829 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,099,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,099,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,978 | TotalTaxAmt |
| Distributable Before Adj | $5,054,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,054,513 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,054,513 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,157,259 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,157,259 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,157,259 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,054,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $205,367 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $398,669 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $240,926 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $159,025 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,003,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,157,259 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,157,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,003,987 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,003,987 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $893,267 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL MUSEUM OF AFRICAN-AMERICAN MUSIC | |||||||
| 211 7TH AVE N 420 | NASHVILLE | TN | 37219 | NONE | 501(C)(3) | GENERAL SUPPORT | $250,000 |
| THE BELL CENTER | |||||||
| 1700 29TH CT S | BIRMINGHAM | AL | 35209 | NONE | 501(C)(3) | GENERAL SUPPORT | $125,000 |
| HICA | |||||||
| 117 SOUTHCREST DRIVE | BIRMINGHAM | AL | 35209 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 |
| LAKESHORE FOUNDATION | |||||||
| 4000 RIDGEWAY DR | BIRMINGHAM | AL | 35209 | NONE | 501(C)(3) | GENERAL SUPPORT | $400,000 |
| METROPOLITAN MINISTRIES | |||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 |
| OPPORTUNITY ALABAMA | |||||||
| 600 18TH STREET NORTH | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 |
| PELLISSIPPI STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 22990 | KNOXVILLE | TN | 37933 | NONE | 501(C)(3) | GENERAL SUPPORT | $100,000 |
| TEACH FOR AMERICA | |||||||
| 2301 1ST AVE N 105 | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 |
| CENTRAL ALABAMA COMMUNITY FOUNDATION | |||||||
| 114 CHURCH ST | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| UNITED WAY OF NORTHWEST FLORIDA | |||||||
| 602 HARRISON AVE | PANAMA CITY | FL | 32401 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 |
| BIRMINGHAM EDUCATION FOUNDATION | |||||||
| PO BOX 1476 | BIRMINGHAM | AL | 35201 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 |
| CANOPY CHILDREN'S SOLUTIONS | |||||||
| 1465 LAKELAND DR | JACKSON | MS | 39216 | NONE | 501(C)(3) | GENERAL SUPPORT | $150,000 |
| EMORY B-SCHOOL - STARTME PROGRAM | |||||||
| 1300 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | 501(C)(3) | GENERAL SUPPORT | $200,000 |
| EAST ALABAMA MEDICAL CENTER | |||||||
| 407 WEST THOMAS CIRCLE | OPELIKA | AL | 36801 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| TECH 901 | |||||||
| 1350 CONCOURSE AVE 375 | MEMPHIS | TN | 38104 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 |
| A EDUCATION FOUNDATION | |||||||
| PO BOX 4433 | MONTGOMERY | AL | 36103 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 |
| JUNIOR ACHIEVEMENT OF ALABAMA | |||||||
| 216 AQUARIUS DR 315 | BIRMINGHAM | AL | 35209 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 |
| GOODWILL INDUSTRIES OF AUGUSTA | |||||||
| 3145 WASHINGTON ROAD | AUGUSTA | GA | 30907 | NONE | 501(C)(3) | GENERAL SUPPORT | $150,000 |
| PARAQUAD | |||||||
| 5240 OAKLAND AVE | ST LOUIS | MO | 63110 | NONE | 501(C)(3) | GENERAL SUPPORT | $150,000 |
| RED MOUNTAIN THEATRE | |||||||
| PO BOX 278 | BIRMINGHAM | AL | 35201 | NONE | 501(C)(3) | GENERAL SUPPORT | $500,000 |
| JONES VALLEY TEACHING FARM | |||||||
| 701 25TH ST N | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL SUPPORT | $160,000 |
| TYLER JUNIOR COLLEGE | |||||||
| 1327 S BAXTER AVE | TYLER | TX | 75701 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 |
| WOMEN'S FUND | |||||||
| 2201 5TH AVE S STE 110 | BIRMINGHAM | AL | 35233 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 |
| STEAM TRUCK | |||||||
| 501 DANCING FOX ROAD | DECATUR | GA | 30032 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 |
| JAG | |||||||
| 1729 KING STREET SUITE 100 | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | GENERAL SUPPORT | $200,000 |
| TRUFUND | |||||||
| 39 W 37TH ST | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 |
| OPTIONS 4U | |||||||
| 19362 W SHELTON RD | HAMMOND | LA | 70401 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 |
| UNIVERSITY OF ALABAMA | |||||||
| 801 CAMPUS DR | TUSCALOOSA | AL | 35401 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,190 |
| A KIDS PLACE OF TAMPA BAY | |||||||
| 1715 LITHIA PINECREST RD | BRANDON | FL | 33511 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| ALEXANDER GRAHAM MIDDLE SCHOOL | |||||||
| 1800 RUNNYMEDE LN | CHARLOTTE | NC | 28211 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| 2800 S UNIVERSITY DR | FORT WORTH | TX | 76129 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| ACADEMY OF THE HOLY NAMES | |||||||
| 3319 BAYSHORE BLVD | TAMPA | FL | 33629 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| WBHM PUBLIC RADIO | |||||||
| 650 11TH ST S | BIRMINGHAM | AL | 35233 | NONE | 501(C)(3) | GENERAL SUPPORT | $50 |
| WESTMINSTER CHRISTIAN ACADEMY | |||||||
| 237 JOHNS RD | HUNTSVILLE | AL | 35806 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| UNIVERSITY OF GEORGIA | |||||||
| 101 HERTY DR | ATHENS | GA | 30602 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| THEATRE MEMPHIS | |||||||
| 630 PERKINS EXTD | MEMPHIS | TN | 38117 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||
| 1720 2ND AVE S | BIRMINGHAM | AL | 35294 | NONE | 501(C)(3) | GENERAL SUPPORT | $25 |
| UNIVERSITY OF DENVER | |||||||
| 2199 2 UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | 501(C)(3) | GENERAL SUPPORT | $333 |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,200 |
| POPE JOHN PAUL II HIGH SCHOOL | |||||||
| 117 CALDWELL DR | HENDERSONVILLE | TN | 37075 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| UNIVERSITY OF TENNESSEE FOUNDATION | |||||||
| 1525 UNIVERSITY AVE | KNOXVILLE | TN | 37921 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| UNITED WAY OF SOUTHEAST LOUISIANA | |||||||
| 2515 CANAL ST | NEW ORLEANS | LA | 70119 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| YWCA OF CENTRAL ALABAMA | |||||||
| 2324 3RD AVE N | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVE | NASHVILLE | TN | 37235 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| HARDING ACADEMY OF MEMPHIS | |||||||
| 1100 CHERRY RD | MEMPHIS | TN | 38117 | NONE | 501(C)(3) | GENERAL SUPPORT | $650 |
| ST PIUS CATHOLIC SCHOOL | |||||||
| 2674 JOHNSON RD NE | ATLANTA | GA | 30345 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,250 |
| SAINT LOUIS ZOO FOUNDATION | |||||||
| 1 GOVERNMENT DR | ST LOUIS | MO | 63110 | NONE | 501(C)(3) | GENERAL SUPPORT | $65 |
| PACIFIC LUTHERAN UNIVERSITY | |||||||
| 12180 PARK AVE S | TACOMA | WA | 98447 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| ST PAULS EPISCOPAL SCHOOL | |||||||
| 161 DOGWOOD LN | MOBILE | AL | 36608 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| TEXAS A&M UNIVERSITY | |||||||
| 400 BIZZELL ST | COLLEGE STATION | TX | 77843 | NONE | 501(C)(3) | GENERAL SUPPORT | $160 |
| TENNESSEE TECH UNIVERSITY | |||||||
| 1 WILLIAM L JONES DR | COOKEVILLE | TN | 38505 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| MISSISSIPPI SYMPHONY ORCHESTRA | |||||||
| 201 E PASCAGOULA ST 104 | JACKSON | MS | 39201 | NONE | 501(C)(3) | GENERAL SUPPORT | $350 |
| THE NORTH CAROLINA PUBLIC TELEVISION FOUNDATION INC | |||||||
| PO BOX 14900 | RTP | NC | 27709 | NONE | 501(C)(3) | GENERAL SUPPORT | $300 |
| DAVIDSON COLLEGE | |||||||
| 405 N MAIN ST | DAVIDSON | NC | 28035 | NONE | 501(C)(3) | GENERAL SUPPORT | $25 |
| UNIVERSITY OF NORTH CAROLINA CHAPEL HILL | |||||||
| JACKSON HALL CAMPUS BOX 2200 | CHAPEL HILL | NC | 27599 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION | |||||||
| 118 COLLEGE DR | HATTIESBURG | MS | 39406 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| PATH FOUNDATION | |||||||
| PO BOX 14327 | ATLANTA | GA | 30324 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| NICKAJACK ELEMENTARY SCHOOL | |||||||
| 4555 MAVELL RD | SMYRNA | GA | 30082 | NONE | 501(C)(3) | GENERAL SUPPORT | $150 |
| UNITED WAY OF CENTRAL ALABAMA | |||||||
| 3600 8TH AVE S | BIRMINGHAM | AL | 35222 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| PRESTONWOOD CHRISTIAN ACADEMY | |||||||
| 6801 W PARK BLVD | PLANO | TX | 75093 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| ST LUKES EPISCOPAL CHURCH | |||||||
| 3736 MONTROSE RD | BIRMINGHAM | AL | 35213 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| PRINCETON UNIVERSITY | |||||||
| 70 WASHINGTON RD | PRINCETON | NJ | 08540 | NONE | 501(C)(3) | GENERAL SUPPORT | $417 |
| NATIVITY CATHOLIC SCHOOL | |||||||
| 705 EAST BRANDON BLVD | BRANDON | FL | 33511 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2121 WARD COURT NW 5TH FLOOR | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | GENERAL SUPPORT | $200 |
| RED MOUNTAIN COMMUNITY SCHOOL | |||||||
| 3820 3RD AVE S | BIRMINGHAM | AL | 35222 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| ST THOMAS AQUINAS SCHOOL | |||||||
| 3741 ABRAMS RD | DALLAS | TX | 75214 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| THE ALTAMONT SCHOOL | |||||||
| 4801 ALTAMONT RD S | BIRMINGHAM | AL | 35222 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| JUNIOR ACHIEVEMENT ORLANDO | |||||||
| 2121 CAMDEN RD | ORLANDO | FL | 32803 | NONE | 501(C)(3) | GENERAL SUPPORT | $25 |
| MARION MILITARY INSTITUTE FOUNDATION | |||||||
| 1101 WASHINGTON ST | MARION | AL | 36756 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| MEHARRY MEDICAL COLLEGE SCHOOL OF MEDICINE | |||||||
| 1005 DR DB TODD JR BLVD | NASHVILLE | TN | 37208 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| LEADERSHIP MEMPHIS | |||||||
| 240 MADISON AVE SUITE 601 | MEMPHIS | TN | 38103 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| MCGILL TOOLEN CATHOLIC HIGH SCHOOL | |||||||
| 1501 OLD SHELL RD | MOBILE | AL | 36604 | NONE | 501(C)(3) | GENERAL SUPPORT | $325 |
| LITTLE SISTERS OF THE POOR | |||||||
| 1655 MCGILL AVE | MOBILE | AL | 36604 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| LIPSCOMB UNIVERSITY | |||||||
| 1 UNIVERSITY PARK DR | NASHVILLE | TN | 37201 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| METAIRIE PARK COUNTRY DAY SCHOOL | |||||||
| 300 PARK RD | METAIRIE | LA | 70005 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| LEGACY EDUCATION AND COMMUNITY EXPOWERMENT FOUNDATION INC | |||||||
| 568 JONES ST | FOREST | MS | 39074 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| METROPOLITAN INDIANAPOLIS PUBLIC BROADCASTING INC | |||||||
| 1630 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| MILLSAPS COLLEGE | |||||||
| 1701 N STATE ST | JACKSON | MS | 39210 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION | |||||||
| 100 HUNTER HENRY BLVD | MISSISSIPPI STATE | MS | 39762 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,250 |
| NASHVILLE PUBLIC RADIO | |||||||
| 630 MAINSTREAM DR | NASHVILLE | TN | 37228 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| NASHVILLE PUBLIC TELEVISION | |||||||
| 161 RAINS AVE | NASHVILLE | TN | 37203 | NONE | 501(C)(3) | GENERAL SUPPORT | $50 |
| CHARLOTTE LATIN SCHOOL | |||||||
| 9502 PROVIDENCE RD | CHARLOTTE | NC | 28277 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| FRIENDS OF THE BIRMINGHAM BOTANICAL GARDENS | |||||||
| 2612 LANE PARK RD | BIRMINGHAM | AL | 35223 | NONE | 501(C)(3) | GENERAL SUPPORT | $50 |
| HIGHLAND PARK EDUCATION FOUNDATION | |||||||
| 4201 GRASSMERE LN | DALLAS | TX | 75205 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| COUNTRY MUSIC HALL OF FAME | |||||||
| 222 5TH AVE S | NASHVILLE | TN | 37203 | NONE | 501(C)(3) | GENERAL SUPPORT | $25 |
| HIRAM COLLEGE | |||||||
| 11715 GARFIELD RD | HIRAM | OH | 44234 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| HOLY FAMILY CRISTO REY CATHOLIC HIGH SCHOOL | |||||||
| 1832 CENTER WAY S | BIRMINGHAM | AL | 35205 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| HARDING UNIVERSITY | |||||||
| 915 E MARKET AVE | SEARCY | AR | 72149 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,025 |
| GOOD SHEPHERD SCHOOL | |||||||
| 13550 CHANEY THOMPSON RD | HUNTSVILLE | AL | 35803 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| EASTOVER ELEMENTARY | |||||||
| 500 CHEROKEE RD | CHARLOTTE | NC | 28207 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 1500 STATE RD 46 | BLOOMINGTON | IN | 47408 | NONE | 501(C)(3) | GENERAL SUPPORT | $50 |
| IOWA PUBLIC TELEVISION | |||||||
| 6450 CORPORATE DR | JOHNSTON | IA | 50131 | NONE | 501(C)(3) | GENERAL SUPPORT | $220 |
| INVERNESS ELEMENTARY SCHOOL | |||||||
| 5251 VALLEYDALE RD | BIRMINGHAM | AL | 35242 | NONE | 501(C)(3) | GENERAL SUPPORT | $150 |
| ADVENT EPISCOPAL SCHOOL | |||||||
| 2019 6TH AVE N | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| ANCILLA DOMINI COLLEGE | |||||||
| 9601 UNION RD | PLYMOUTH | IN | 46563 | NONE | 501(C)(3) | GENERAL SUPPORT | $25 |
| ALABAMA PUBLIC TELEVISION | |||||||
| 2112 11TH AVE S SUITE 400 | BIRMINGHAM | AL | 35205 | NONE | 501(C)(3) | GENERAL SUPPORT | $80 |
| ALABAMA SCHOOL OF FINE ARTS FOUNDATION | |||||||
| 1800 REVEREND ABRAHAM WOODS JR BLVD | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | GENERAL SUPPORT | $296 |
| ALDRIDGE GARDENS | |||||||
| 3530 LORNA RD | HOOVER | AL | 35216 | NONE | 501(C)(3) | GENERAL SUPPORT | $125 |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 317 SOUTH COLLEGE ST | AUBURN | AL | 36849 | NONE | 501(C)(3) | GENERAL SUPPORT | $625 |
| BIG OAK RANCH | |||||||
| PO BOX 507 | SPRINGVILLE | AL | 35146 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| CALIFORNIA STATE UNIVERSITY | |||||||
| 5151 STATE UNIVERSITY DR | LOS ANGELES | CA | 90032 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| WEST MEMPHIS CHRISTIAN SCHOOL | |||||||
| 1101 N MISSOURI ST | WEST MEMPHIS | AR | 72301 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,104,536 | 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 | $2,467,856 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,832 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,032 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REIMBURSEMENT | Desc |
| Related Or Exempt Function Incm | $450 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,545,656 | ExclusionAmt |
| Related Or Exempt Function Incm | $450 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,546,106 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | GRANTS DISPERSED IN PRIOR YEARS RETURNED TO THE ORGANIZATION | RelationshipStatementTxt |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $94,649,929 | BookValueAmt |
| EOYFMV | $104,339,354 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,273 | LegalFeesAmt |
| Net Investment Income | $14,137 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,136 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE POLICY | Desc |
| Revenue And Expenses Per Books | $75,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,500 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $21,714 | $21,714 | $21,714 |
| COST ADJUSTMENTS | $7,796 | $7,796 | $7,796 |
| CHANGE IN ACCRUAL | $65,322 | $65,322 | $65,322 |
| GRANT REIMBURSEMENT | $450 | $450 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT NOT AFFECTING INCOME | Desc |
| Amt | $212 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE AND CUSTODY FEES | CategoryTxt |
| Amt | $261,049 | Amt |
| Net Investment Income | $261,049 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $63,921 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |