AUM CAPITAL GROUP CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AUM CAPITAL GROUP CHARITABLE FOUNDATION (EIN 46-4308239)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201941359349102454
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T13:30:04-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461498870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMSS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MERIDIAN ST N STE 201 | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 358014700 | 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 | 464308239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUM CAPITAL GROUP CHARITABLE FOUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AUMC | BusinessNameControlTxt |
| Phone | 2567243624 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22634 | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAJ KHANIJOW | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2567591263 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREG BARNES | PreparerPersonNm |
| PTIN | P00453391 | PTIN |
| Phone | 2565398002 | PhoneNum |
| Preparation | 2019-05-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.222.116.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 13:30:04 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0916DB3EB8DEA999718CAA156A6C0E6FF19146E0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0916DB3EB8DEA999718CAA156A6C0E6FF19146E0 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $828,213 | 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 | $81,458 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,494 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,494 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,494 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,507 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,507 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,507 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $503,221 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $100 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $100 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $112,128 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,001 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,101 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,430 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $227 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $3,019 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $893 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $893 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,357 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,357 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,461 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $58,674 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,354 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,794 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,101 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,415 | CashBOYAmt |
| Cash EOY | $75,410 | CashEOYAmt |
| Cash EOYFMV | $75,410 | CashEOYFMVAmt |
| Corporate Stock BOY | $825,272 | CorporateStockBOYAmt |
| Corporate Stock EOY | $783,874 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $748,137 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,666 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,196 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $785 | LandBOYAmt |
| Land EOY | $470 | LandEOYAmt |
| Land EOYFMV | $4,666 | LandEOYFMVAmt |
| Total Assets BOY | $847,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $859,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $828,213 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $19 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $19 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $847,453 | UnrestrictedBOYAmt |
| Unrestricted EOY | $859,754 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $847,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $859,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $847,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $859,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $847,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,301 | ExcessRevenueOverExpensesAmt |
| Subtotal | $859,754 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $859,754 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,799 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $851,105 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084360 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,618 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $908,055 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065655 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $90,113 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $924,949 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.097425 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,119 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $973,254 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024782 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $20,524 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.272222 | TotalDistributionRt |
| Average Distribution | 0.068056 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $840,299 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,187 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $258 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,445 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,794 | 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 | $258 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $258 | SubtotalAmt |
| Tax Based On Investment Income | $258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $242 | OverpaymentAmt |
| Applied To ES Tax | $242 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANETTE GARDNER | IndividualWithBooksNm |
| Phone | 2567243624 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 472 PROVIDENCE MAIN SUITE 200 | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| RAJ KHANIJOW | ||||||||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALKA BHARGAV | ||||||||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| AJESH KHANIJOW | ||||||||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KEYA KURUVILLA | ||||||||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANISHA KHANIJOW | ||||||||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RIA KURUVILLA | ||||||||
| 116 CHEEKWOOD DRIVE | MADISON | AL | 35758 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $804,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $853,095 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $853,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $840,299 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $258 | TotalTaxAmt |
| Distributable Before Adj | $41,757 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $41,757 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $41,757 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,794 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $96,794 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $258 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,536 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,757 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $18,820 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,719 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,025 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,794 | QualifyingDistributionsAmt |
| Applied To Current Year | $41,757 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,037 | RemainingDistriFromCorpusAmt |
| Total Corpus | $118,062 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $118,062 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $18,820 | ExcessFromYear3Amt |
| Excess From Year2 | $14,719 | ExcessFromYear2Amt |
| Excess From Year1 | $29,486 | ExcessFromYear1Amt |
| Excess From Current Year | $55,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALKA BHARGAV | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2159 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35758 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2567591263 | RecipientPhoneNum |
| Recipient Email Address | AHBARGAV_87@HOTMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUESTS ONLY. ADDITIONAL INFORMATION WILL BE REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 1ST EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARD RESTRICTIONS ARE BASED ON APPLICANT'S NEEDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALABAMA A&M UNIVERSITY | |||||
| 4900 MERIDIAN STREET | HUNTSVILLE | AL | 35811 | EDUCATIONAL | $2,000 |
| ALABAMA STATE UNIVERSITY | |||||
| 915 S JACKSON ST | MONTGOMERY | AL | 36104 | EDUCATIONAL | $6,000 |
| AMERICAN HEART ASSOCIATION | |||||
| 6725 UNIVERSITY BLVD | HUNTSVILLE | AL | 35806 | CHARITABLE | $100 |
| CALHOUN COMMUNITY COLLEGE | |||||
| 102 WYNN DRIVE | HUNTSVILLE | AL | 35805 | EDUCATIONAL | $10,000 |
| EPISCOPAL RELIEF & DEVELOPMENT | |||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | CHARITABLE | $100 |
| HOSPICE | |||||
| 101 SIVLEY RD SW | HUNTSVILLE | AL | 35801 | CHARITABLE | $40 |
| HUNTSVILLE HOSPITAL | |||||
| 101 SIVLEY RD SW | HUNTSVILLE | AL | 35801 | CHARITABLE | $100 |
| K-TECH | |||||
| 140 CASTLE DRIVE | MADISON | AL | 35758 | EDUCATIONAL | $2,000 |
| MISSISSIPPI COLLEGE | |||||
| 200 CAPITOL ST | CLINTON | MS | 39056 | EDUCATIONAL | $2,000 |
| PREMIER ATHLETICS | |||||
| 130 BILTON DR | HARVEST | AL | 35749 | CHARITABLE | $100 |
| TENNESSEE STATE UNIVERSITY | |||||
| 3500 JOHN A MERRITT BLVD | NASHVILLE | TN | 37209 | EDUCATIONAL | $4,000 |
| TROY UNIVERSITY | |||||
| 600 UNIVERSITY AVE | TROY | AL | 36082 | EDUCATIONAL | $2,000 |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||
| 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | EDUCATIONAL | $2,000 |
| UNIVERSITY OF SOUTH ALABAMA | |||||
| 307 N UNIVERSITY BLVD | MOBILE | AL | 36688 | EDUCATIONAL | $2,000 |
| WESTCHESTER COMMUNITY COLLEGE | |||||
| 75 GRASSLANDS RD | VALHALLA | NY | 10595 | EDUCATIONAL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,440 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,494 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,569 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MENTOR APPLICANT INCOME | Desc |
| Related Or Exempt Function Incm | $100 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,570 | ExclusionAmt |
| Related Or Exempt Function Incm | $100 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,670 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,430 | Amt |
| Disbursements Charitable Prps | $1,430 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LAPTOP | 2017-07-09 | $1,199 | $719 | 200DB | 5.0000 | $192 |
| LENOVO LAPTOP | 2017-09-20 | $763 | $458 | 200DB | 5.0000 | $122 |
| OFFICE FURNITURE | 2018-09-30 | $1,412 | 200DB | 7.0000 | $1,412 | |
| COMPUTER EQUIPMENT | 2018-09-30 | $1,293 | 200DB | 5.0000 | $1,293 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| REGIONS 1560004124 | 2018-01 | PURCHASE | 2018-12 | $223,308 | $227,653 | -$4,345 |
| REGIONS 1560004124 | 2018-01 | PURCHASE | 2018-12 | $5,457 | $5,447 | $10 |
| REGIONS 1560004124 | 2017-01 | PURCHASE | 2018-12 | $274,405 | $265,500 | $8,905 |
| REGIONS 1560004124 | 2017-01 | PURCHASE | 2018-12 | $51 | $52 | -$1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | REGIONS BANK - EQUITIES | StockNm |
| EOY Book Value | $783,874 | EOYBookValueAmt |
| EOYFMV | $748,137 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER & OFFICE EQUIP | CategoryOrItemTxt |
| Cost Or Other Basis | $4,666 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,196 | AccumulatedDepreciationAmt |
| Book Value | $470 | BookValueAmt |
| EOYFMV | $4,666 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| ADVERTISING | $15 | $15 |
| BACKGROUND CHECKS | $490 | $490 |
| CREDIT CARD PROCESSING FEE | $299 | $299 |
| DUES & SUBSCRIPTIONS | $500 | $500 |
| EQUIPMENT RENTAL | $742 | $742 |
| FACILITY OVERHEAD COST | $1,392 | $1,392 |
| INVESTMENT MANAGEMENT FEES | $6,733 | $6,733 |
| MEALS & ENTERTAINMENT | $7,151 | $7,364 |
| MEMBERSHIP EXPENSES | $505 | $505 |
| OFFICE SUPPLIES | $2,553 | $2,553 |
| OUTSIDE SERVICES | $36,715 | $36,715 |
| SUPPLIES | $1,366 | $1,366 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MENTOR APPLICANT INCOME | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $100 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $19 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX EXPENSE | CategoryTxt |
| Amt | $227 | Amt |
| Net Investment Income | $227 | NetInvestmentIncomeAmt |