LAURA LEE PATILLO NORQUIST CHRTBL FNDN TR UA 102694 - NO 24-6730-07: Form 990PF, tax year 2018
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- Organization
- LAURA LEE PATILLO NORQUIST CHRTBL FNDN TR UA 102694 - NO 24-6730-07 (EIN 63-6189797)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201941359349102219
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T11:44:30-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630191630 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH DUKES & BUCKALEW LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 AIRPORT BLVD | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 366081667 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 636189797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAURA LEE PATTILLO NORQUIST | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 3026223637 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LANDCASTER PIKE STE 100 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA FULLER JD CTFA | PersonNm |
| Person Title | TRUST OFFICER | PersonTitleTxt |
| Phone | 3026223637 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLIFTON T JACKSON | PreparerPersonNm |
| PTIN | P01269673 | PTIN |
| Phone | 2513431200 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.85.214.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 17:12:34 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8BBEC8A7277A45ADC132CC47D65947B995983D0F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 96722A9AA35085A09B420D4042FBB357ADD1D4E4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,962,943 | 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 |
| Interest On Sav Rev And Expnss | $37,125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $137,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,885 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $23,984 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $23,984 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $154,102 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,856,565 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,102 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $353,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,112 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $79,546 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,773 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,773 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,385 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,385 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,134 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,782 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,352 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,548 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,470 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,667 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,129 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,129 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $141,409 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,025 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,639 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $466,208 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $466,208 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $607,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,025 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $528,847 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$254,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,087 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $234,248 | CashBOYAmt |
| Cash EOY | $718,923 | CashEOYAmt |
| Cash EOYFMV | $718,923 | CashEOYFMVAmt |
| US Government Obligations BOY | $352,223 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $351,985 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $341,758 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,909,836 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,792,531 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,041,685 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,822,592 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,210,616 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,183,737 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,424,629 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $2,424,629 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,424,629 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,356,840 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $520,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $120,502 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $410,166 | LandBOYAmt |
| Land EOY | $399,498 | LandEOYAmt |
| Land EOYFMV | $320,000 | LandEOYFMVAmt |
| Total Assets BOY | $9,153,694 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,898,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,962,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $9,153,694 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,898,182 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,153,694 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,898,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,153,694 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,898,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,153,694 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$254,609 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,899,085 | SubtotalAmt |
| Other Decreases | $903 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,898,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,846,378 | $1,702,463 | $143,915 | $143,915 |
| CAPITAL GAINS DIVIDENDS | P | $10,187 | $10,187 | $10,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,102 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $458,841 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,315,270 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044482 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $573,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,866,146 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058118 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $467,419 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,372,132 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045065 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $439,816 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,202,765 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043108 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $473,980 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,373,796 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050564 | DistributionYr5Rt |
| Total Distribution | 0.241337 | TotalDistributionRt |
| Average Distribution | 0.048267 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,534,997 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $508,493 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,701 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $511,194 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $528,847 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,701 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,701 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,701 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,884 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,884 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,183 | OverpaymentAmt |
| Applied To ES Tax | $6,183 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES SCHWAB TRUST CO OF DE | IndividualWithBooksNm |
| Phone | 3026223637 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LANDCASTER PIKE STE 100 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST CO OF DE | ||||||||
| 4250 LANDCASTER PIKE STE 100 | WILMINGTON | DE | 19805 | TRUSTEE | 40.00 | $61,546 | $0 | $0 |
| FRANCES A DANLEY | ||||||||
| 4250 LANDCASTER PIKE STE 100 | WILMINGTON | DE | 19805 | DISTRIBUTION COMMMITTE MEM | 0.10 | $1,000 | $0 | $0 |
| FRANKLIN DANLEY | ||||||||
| 4250 LANDCASTER PIKE STE 100 | WILMINGTON | DE | 19805 | DISTRIBUTION COMMMITTE MEM | 0.10 | $5,500 | $0 | $0 |
| BLAIR SCHOENVOGEL | ||||||||
| 4250 LANDCASTER PIKE STE 100 | WILMINGTON | DE | 19805 | DISTRIBUTION COMMMITTE MEM | 0.10 | $5,500 | $0 | $0 |
| CHARLES D SCHOENVOGEL | ||||||||
| 4250 LANDCASTER PIKE STE 100 | WILMINGTON | DE | 19805 | DISTRIBUTION COMMMITTE MEM | 0.10 | $3,000 | $0 | $0 |
| LEIGH ANN DANLEY | ||||||||
| 4250 LANDCASTER PIKE STE 100 | WILMINGTON | DE | 19805 | DISTRIBUTION COMMMITTE MEM | 0.10 | $3,000 | $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 | $7,424,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $610,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,660,404 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,695,428 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,695,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,534,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $526,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $526,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,701 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,701 | TotalTaxAmt |
| Distributable Before Adj | $524,049 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $524,049 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $524,049 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $528,847 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $528,847 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,701 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $526,146 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $524,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $456,208 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $528,847 | QualifyingDistributionsAmt |
| Applied To Year1 | $456,208 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $451,410 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRANKLIN DANLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4518 HIGH COURT CIRCLE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2054102054 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMS; LETTER TO OUTLINE REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALTAR 84 | ||||||
| 1591 OAK PARK DRIVE | HELENA | AL | 35080 | PUBLIC | HEALTH AND WELFARE | $5,000 |
| BARTON ACADEMY FOUNDATION | ||||||
| PO BOX 571 | MOBILE | AL | 36601 | PUBLIC | EDUCATION | $10,000 |
| BIG OAK RANCH | ||||||
| PO BOX 507 | SPRINGVILLE | AL | 35146 | PUBLIC | HEALTH AND WELFARE | $25,000 |
| BIRMINGHAM SOUTHERN COLLEGE | ||||||
| 900 ARKADELPHIA RD | BIRMINGHAM | AL | 35254 | PUBLIC | EDUCATION | $1,000 |
| CAMP MAGICAL MOMENTS | ||||||
| 956 RAINEY CREEK RD | SWAN VALLEY | ID | 83449 | PUBLIC | HEALTH AND WELFARE | $20,000 |
| CHET'S CREEK CHURCH | ||||||
| 4420 HODGES BLVD | JACKSONVILLE | FL | 32224 | PUBLIC | COMMUNITY WELFARE | $10,000 |
| GOVERNMENT STREET PRESBYTERIAN CHURCH | ||||||
| 300 GOVERNMENT STREET | MOBILE | AL | 36602 | PUBLIC | HEALTH AND WELFARE | $25,000 |
| JACKSONVILE CHILDREN'S CHORUS INC | ||||||
| 225 E DUVAL ST | JACKSONVILLE | FL | 32202 | PUBLIC | EDUCATION | $5,000 |
| JACKSONVILLE HUMANE SOCIETY | ||||||
| 8464 BEACH BLVD | JACKSONVILLE | FL | 32216 | PUBLIC | COMMUNITY WELFARE | $35,000 |
| MOBILE OPERA INC | ||||||
| 257 DAUPHIN STREET | MOBILE | AL | 36602 | PUBLIC | HEALTH AND WELFARE | $25,000 |
| MOBILE SYMPHONY INC | ||||||
| 257 DAUPHIN STREET | MOBILE | AL | 36602 | PUBLIC | HEALTH AND WELFARE | $25,000 |
| PENELOPE HOUSE | ||||||
| PO BOX 9127 | MOBILE | AL | 36691 | PUBLIC | HEALTH AND WELFARE | $10,000 |
| PROVIDENCE SCHOOL OF JACKSONVILLE | ||||||
| 2701 HODGES BLVD | JACKSONVILLE | FL | 32224 | PUBLIC | EDUCATION | $6,604 |
| ST JUDE'S CHILDRENS HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PUBLIC | HEALTH AND WELFARE | $15,000 |
| UMS WRIGHT PREPARATORY SCHOOL | ||||||
| 65 MOBILE ST | MOBILE | AL | 36607 | PUBLIC | EDUCATION | $50,000 |
| USA MITCHELL CANCER INSTITUTE - DANLEY-ALDRIDGE RESEARCH ENDOWMENT | ||||||
| 1660 SPRINGHILL AVENUE | MOBILE | AL | 36604 | PUBLIC | HEALTH AND WELFARE | $25,000 |
| USS ALABAMA BATTLESHIP FOUNDATION | ||||||
| PO BOX 65 | MOBILE | AL | 36601 | PUBLIC | HEALTH AND WELFARE | $25,000 |
| ANIMAL RESCUE FOUNDATION | ||||||
| 6140 RANGELINE ROAD | THEODORE | AL | 36582 | PUBLIC | ANIMAL RELATED | $5,000 |
| BOYS & GIRLS RANCHES OF ALABAMA | ||||||
| PO BOX 240009 | MONTGOMERY | AL | 36124 | PUBLIC | HUMAN SERVICES | $5,000 |
| SOUTHERN BAPTIST HOSPITAL OF FLORIDA INC | ||||||
| 1660 PRUDENTIAL DR STE 203 | JACKSONVILLE | FL | 32207 | PUBLIC | HEALTH | $10,000 |
| BRIARWOOD CHRISTIAN SCHOOL | ||||||
| 2200 BRIARWOOD WAY | BIRMINGHAM | AL | 35243 | PUBLIC | EDUCATION | $60,000 |
| CRUCAMPUS CRUSADE FOR CHRIST | ||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | PUBLIC | RELIGION | $5,000 |
| DUMAS WESLEY COMMUNITY CENTER | ||||||
| PO BOX 7325 | MOBILE | AL | 36670 | PUBLIC | HUMAN SERVICES | $10,000 |
| FLORIDA SEA BASE | ||||||
| PO BOX 1906 | ISLAMORADA | FL | 33036 | PUBLIC | YOUTH DEVELOPMENT | $10,000 |
| GAILLARD PANCREATIC RESEARCH ENDOWMENT FUND (UNIVERSITY OF SOUTH ALABAMA) | ||||||
| 650 CLINIC DRIVE | MOBILE | AL | 36688 | PUBLIC | MEDICAL RESEARCH | $8,104 |
| JOE JEFFERSON PLAYERS | ||||||
| PO BOX 66065 | MOBILE | AL | 36660 | PUBLIC | ARTS, CULTURE, AND HUMANITIES | $5,000 |
| RUFF RESCUERS UNITED FOR FURBABIES | ||||||
| PO BOX 453 | OAKMAN | AL | 35579 | PUBLIC | ANIMAL RELATED | $5,000 |
| SHANNON MILLER FOUNDATION | ||||||
| 5035 LONGBOW RD | JACKSONVILLE | FL | 32210 | PUBLIC | PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING | $2,500 |
| UAB BLOOD & MARROW TRANSPORTATION & CELL THERAPY PROGRAM | ||||||
| 1530 3RD AVE SOUTH AB-1230 | BIRMINGHAM | AL | 35294 | PUBLIC | HEALTH | $5,000 |
| UNIVERSITY OF SOUTH ALABAMA | ||||||
| 307 N UNIVERSITY BLVD | MOBILE | AL | 36688 | PUBLIC | EDUCATION | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $466,208 | 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 | $37,125 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,797 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $23,984 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $353,008 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $353,008 | 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 | $3,385 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,385 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2009-06-15 | $104,000 | L | $0 | $0 | ||
| BUILDING | 2009-06-15 | $416,000 | SL | $10,667 | $0 | $109,835 | 39.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE 2.40% 5/3/2023 | $99,584 | $96,833 |
| AT&T 3.90% 3/11/2024 | $102,060 | $99,402 |
| CISCO SYS 2.125% 3/1/2019 | $101,043 | $99,922 |
| DISNEY WALT CO 1.85% 5/30/19 | $100,854 | $99,639 |
| ORACLE CORP 3.40% 7/8/2024 | $103,386 | $99,612 |
| PEPSICO INC 2.25% 1/7/2019 | $100,833 | $99,993 |
| SIMON PPTY GROUP LP 2.20% 2/1/2019 | $100,472 | $99,933 |
| UNITEDHEALTH GROUP INC 2.875% 12/15/2021 | $102,008 | $99,348 |
| VANGUARD TOTAL BOND MARKET INDEX FD | $299,320 | $291,781 |
| WAL MART STORES INC 2.55% 4/11/2023 | $101,056 | $97,274 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 023135106 AMAZON.COM INC | $26,076 | $127,667 |
| 037347309-ANWORTH MORTGAGE ASSET CORP SER B CUM CONV PFD 6.25% | $32,817 | $46,080 |
| 099724106-BORG WARNER INC | $32,647 | $31,266 |
| 166764100-CHEVRON CORP | $78,247 | $100,739 |
| 254709108 DISCOVER FINANCIAL SERVICES | $36,248 | $54,262 |
| 30231G102-EXXON MOBIL CORP | $63,063 | $50,461 |
| 437076102-HOME DEPOT INC. | $19,616 | $121,992 |
| 458140100-INTEL CORP | $33,886 | $83,535 |
| 46625H100-JP MORGAN CHASE & CO | $73,813 | $181,573 |
| 478160104-JOHNSON & JOHNSON | $70,271 | $117,435 |
| 594918104-MICROSOFT CORP | $57,162 | $217,360 |
| 604675991 MIRANT CORP ESCROW CUSIP PER BANKRUPTCY FILING | $1 | $0 |
| 617446448 MORGAN STANLEY | $39,654 | $50,752 |
| 742718109-PROCTER & GAMBLE CO | $93,985 | $144,314 |
| 806857108 SCHLUMBERGER LTD | $39,411 | $20,926 |
| 88579Y101-3M CO | $31,619 | $108,608 |
| 911312106 UNITED PARCEL SERVICE INC CL B | $46,735 | $47,790 |
| 922908645 VANGUARD MID CAP INDEX FUND ADMIRAL CLASS | $281,856 | $342,849 |
| 92826C839 VISA INC CLASS A | $42,493 | $110,830 |
| ALPHABET INC | $58,618 | $166,149 |
| AMERICAN FD NEW WORLD | $50,000 | $47,116 |
| APPLE INC COM | $78,828 | $189,288 |
| AT&T INC. | $66,131 | $44,237 |
| BECTON DICKINSON & CO | $106,706 | $144,205 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | $55,761 | $69,421 |
| CBS CORP NEW CL B | $107,170 | $77,384 |
| CISCO SYS INC | $65,503 | $94,893 |
| CROWN CASTLE INTL CORP NEW COM | $42,100 | $53,229 |
| CVS HEALTH CORPORATION | $56,768 | $47,174 |
| DOWDUPONT INC COM | $48,483 | $48,132 |
| EATON CORP PLC | $69,986 | $56,988 |
| FACEBOOK INC | $49,280 | $52,436 |
| FMI INTL FD INST | $75,000 | $69,726 |
| INTERNATIONAL BUSINESS MACHS | $73,454 | $50,015 |
| ISHARES MSCI EAFE ETF | $378,665 | $389,124 |
| MATTHEWS ASIA DIVIDEND | $50,000 | $45,894 |
| MERCK & CO INC NEW COM | $79,677 | $110,794 |
| NOBLE ENERGY INC COM | $55,476 | $33,768 |
| ORACLE CORP. | $74,621 | $80,367 |
| PFIZER INC COM | $92,178 | $113,490 |
| PRIMECAP ODYSSEY AGGR | $50,000 | $40,889 |
| PROLOGIS INC | $19,462 | $23,488 |
| SEMPRA ENERGY | $51,831 | $55,177 |
| SOUTHERN CO | $31,311 | $26,352 |
| SUNTRUST BKS INC | $71,049 | $83,226 |
| T ROWE PRICE QM US SMALL | $50,000 | $42,314 |
| UNION PAC CORP COM | $53,254 | $63,586 |
| UNITED TECHNOLOGIES CORP COM | $55,636 | $54,305 |
| UNITEDHEALTH GROUP INC COM | $95,823 | $186,840 |
| US BANCORP DEL | $70,916 | $76,319 |
| VANGUARD SHORT TERM | $150,025 | $150,154 |
| VANGUARD SHORT TERM INFL | $150,000 | $148,807 |
| VF CORP COM | $58,729 | $82,754 |
| WAL MART STORES INC. | $50,490 | $65,205 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $351,985 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $341,758 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $104,000 | $0 | $104,000 |
| BUILDING | $416,000 | $120,502 | $295,498 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX TIMING DIFFERENCE | Desc |
| Amt | $903 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,268 | $0 | $1,268 |
| MISC. REAL ESTATE EXPENSE | $1,738 | $0 | $1,738 |
| OFFICE EXPENSE | $123 | $0 | $123 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $14,482 | $14,482 | $0 |
| OTHER PROFESSIONAL FEES | $7,652 | $300 | $7,352 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $8,910 | $8,910 | $0 |
| FEDERAL ESTIMATED TAXES | $8,884 | $0 | $0 |
| FOREIGN TAXES | $1,560 | $1,560 | $0 |
| 2017 FEDERAL BALANCE DUE | $3,194 | $0 | $0 |