NEWSOME FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NEWSOME FAMILY FOUNDATION (EIN 20-0482177)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-19
- IRS object ID
- 202041719349100309
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-19T13:03:28-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631130097 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABROMS & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1426 | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200482177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEWSOME FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ABROMS AND ASSOCIATES P C | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWS | BusinessNameControlTxt |
| Phone | 2059127215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1426 | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J NEWSOME | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2059127215 | PhoneNum |
| Signature | 2020-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUCY C TROUSDALE | PreparerPersonNm |
| PTIN | P00838360 | PTIN |
| Phone | 2567670740 | PhoneNum |
| Preparation | 2020-06-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.17.76.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-18 | IPDt |
| IP Tm | 14:26:09 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0FB8C8D3BB58D743996A6570F81BF2674E2D4C1C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0FB8C8D3BB58D743996A6570F81BF2674E2D4C1C | 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 | $219,561 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,302 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,713 | 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 | $1,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $127 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $948 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $163 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,476 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,301 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,249 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,714 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,249 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,411 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,251 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,806 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $101,923 | CorporateStockBOYAmt |
| Corporate Stock EOY | $104,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $154,710 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $125 | OtherAssetsBOYAmt |
| Other Assets EOY | $45 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $45 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $115,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $169,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $219,561 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $115,299 | RetainedEarningBOYAmt |
| Retained Earning EOY | $169,298 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $115,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $169,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $115,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $169,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $115,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $169,298 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $169,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 23 TEXAS INSTRUMENTS | D | 2015-08-11 | 2019-01-16 | $2,236 | $1,165 | $1,071 | $1,071 |
| 2 BLACKROCK INC | D | 2016-12-22 | 2019-02-12 | $850 | $776 | $74 | $74 |
| 4 ALCON INC | D | 2015-06-30 | 2019-04-11 | $223 | $241 | -$18 | -$18 |
| 2 ALCON INC | D | 2015-07-13 | 2019-04-11 | $112 | $127 | -$15 | -$15 |
| 3 ALCON INC | D | 2015-07-27 | 2019-04-11 | $167 | $186 | -$19 | -$19 |
| 45 SUNCOR ENERGY | D | 2017-01-27 | 2019-04-10 | $1,500 | $1,421 | $79 | $79 |
| 0.999 KONTOOR BRANDS | D | 2015-06-30 | 2019-05-23 | $36 | $30 | $6 | $6 |
| 0.428 KONTOOR BRANDS | D | 2015-06-30 | 2019-05-29 | $14 | $13 | $1 | $1 |
| 3.571 KONTOOR BRANDS | D | 2016-09-16 | 2019-05-29 | $119 | $63 | $56 | $56 |
| 6 JP MORGAN | D | 2018-01-12 | 2019-07-02 | $683 | $673 | $10 | $10 |
| 27 SUNTRUST BANKS | D | 2018-04-13 | 2019-07-02 | $1,709 | $1,835 | -$126 | -$126 |
| 1 MICROSOFT CORP | D | 2015-07-13 | 2019-07-19 | $137 | $46 | $91 | $91 |
| 3 MICROSOFT CORP | D | 2015-07-27 | 2019-07-19 | $410 | $136 | $274 | $274 |
| 8 ACCENTURE | D | 2015-11-20 | 2019-09-12 | $1,566 | $864 | $702 | $702 |
| 8 CHEVRON CORP | D | 2017-01-11 | 2019-09-12 | $971 | $927 | $44 | $44 |
| 7 UNION PACIFIC | D | 2015-06-30 | 2019-09-12 | $1,175 | $669 | $506 | $506 |
| 4 MEDTRONICS | D | 2015-07-27 | 2019-10-11 | $433 | $299 | $134 | $134 |
| 0.995 TRUST FINL CORP | D | 2018-04-13 | 2019-12-10 | $55 | $52 | $3 | $3 |
| 7 CHEVRON CORP | D | 2018-10-12 | 2019-04-10 | $881 | $824 | $57 | $57 |
| 2 CHEVRON CORP | D | 2018-10-12 | 2019-09-12 | $243 | $235 | $8 | $8 |
| 16 MEDTRONICS | D | 2019-04-20 | 2019-10-11 | $1,731 | $1,427 | $304 | $304 |
| 4 NEXTERA ENERGY | D | 2019-07-02 | 2019-11-07 | $884 | $824 | $60 | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,302 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,920 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $139,921 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070897 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,988 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $135,745 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080946 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $818 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $124,379 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.006577 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $606 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $121,954 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.004969 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $963 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $123,822 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.007777 | DistributionYr5Rt |
| Total Distribution | 0.171166 | TotalDistributionRt |
| Average Distribution | 0.034233 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $151,914 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,200 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $64 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,264 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,249 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $83 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ABROMS AND ASSOCIATES PC | IndividualWithBooksNm |
| Phone | 2567670740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 SOUTH COURT ST STE 610 | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J NEWSOME | ||||||||
| 3012 SHANDWICK COURT | BIRMINGHAM | AL | 35242 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HELEN B NEWSOME | ||||||||
| 3012 SHANDWICK COURT | BIRMINGHAM | AL | 35242 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STACEY N WALD | ||||||||
| 2636 BLANTON CT | MARIETTA | GA | 300624839 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KELLY N FREDETTE | ||||||||
| 1115 HAZELTINE LANE | KENNESAW | GA | 30152 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $138,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,820 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $154,227 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $154,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $151,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $128 | TotalTaxAmt |
| Distributable Before Adj | $7,468 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,468 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,468 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,249 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,249 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,249 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,468 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,505,359 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,959,212 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,724,036 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,225 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,195,916 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,249 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,249 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,219 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,219 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,190,697 | 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 | $1,500,140 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,690,557 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,959,212 | ExcessFromYear4Amt |
| Excess From Year3 | $2,724,036 | ExcessFromYear3Amt |
| Excess From Year2 | $4,225 | ExcessFromYear2Amt |
| Excess From Year1 | $3,084 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL J NEWSOME | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,333 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,302 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,713 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,713 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL NEWSOME | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3012 SHANDWICK COURT | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION & ACCOUNTING | CategoryTxt |
| Amt | $1,075 | Amt |
| Net Investment Income | $127 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $948 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 32 ACCENTURE IRELAND | $3,447 | $6,738 |
| 25 AMERICAN ELECTRIC | $2,294 | $2,363 |
| 7 BLACKROCK INC | $2,715 | $3,519 |
| 29 CHEVRON CORP | $3,361 | $3,495 |
| 35 CHUBB LTD | $4,148 | $5,448 |
| 113 COCA COLA CO | $5,061 | $6,255 |
| 147 COMCAST CORP | $5,469 | $6,611 |
| 40 DIAGEO PLC | $4,648 | $6,737 |
| 27 HOME DEPOT | $3,090 | $5,896 |
| 165 INTEL CORP | $4,890 | $9,875 |
| 45 JOHNSON & JOHNSON COM | $5,896 | $6,564 |
| 51 JP MORGAN CAHSE & CO | $5,638 | $7,109 |
| 23 LINDE PLC EUR | $3,949 | $4,897 |
| 19 LOCKHEED MARTIN | $4,428 | $7,398 |
| 67 MARSH & MCLENNAN COS | $3,597 | $7,464 |
| 54 MEDTRONIC PLC | $3,991 | $6,126 |
| 57 MICROSOFT CORP | $2,564 | $8,989 |
| 20 NEXTERA ENERGY INC | $2,179 | $4,843 |
| 53 NOVARTIS AG SPON | $4,694 | $5,019 |
| 42 PROCTOR & GAMBLE | $4,227 | $5,246 |
| 38 REPLUBLIC SERVICES INC | $2,676 | $3,406 |
| 17 ROCKWELL AUTOMATION | $1,993 | $3,445 |
| 111 SUNCOR ENERGY INC | $3,378 | $3,641 |
| 36 SUNTRUST BANK | $2,851 | $4,618 |
| 78 TEXAS INSTRUMENTS | $3,679 | $4,393 |
| 16 UNION PACIFIC CORP | $1,496 | $2,893 |
| 45 UNITED TECHNOLOGIES | $4,816 | $6,739 |
| 50 VF CORP | $3,272 | $4,983 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERPAID TAXES - APPLIED TO 2011 TAX LIABILITY | Desc |
| BOY Book Value | $125 | BOYBookValueAmt |
| EOY Book Value | $45 | EOYBookValueAmt |
| EOYFMV | $45 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS BROKERAGE FEES | Desc |
| Revenue And Expenses Per Books | $1,476 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,301 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX COMMISSION | $83 | $0 | $0 |
| FEDERAL INCOME TAX | $80 | $0 | $0 |