REGIONS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- REGIONS FOUNDATION (EIN 63-1144265)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202543079349101664
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2025-11-03T16:32:07-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 SOUTHBRIDGE PARKWAY STE 501 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 | 1900 5TH AVENUE NORTH FLOOR 23 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEROY ABRAHAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2054207753 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH M SMITH | PreparerPersonNm |
| PTIN | P00663029 | PTIN |
| Phone | 2054452880 | PhoneNum |
| Preparation | 2025-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,542,410 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,200,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,200,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,310,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,237,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,310,081 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,951 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,951 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,515,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,515,737 | 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 | $4,295 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,147 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,148 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,943 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,972 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,971 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,960 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,980 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,980 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,626 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44,313 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $44,313 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97,798 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,899 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,899 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,622 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $122,311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,295,172 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,904,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,539,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,026,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,975,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,393,426 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,454,390 | CashBOYAmt |
| Cash EOY | $4,378,514 | CashEOYAmt |
| Cash EOYFMV | $4,378,514 | CashEOYFMVAmt |
| Other Investments BOY | $115,183,613 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,036,514 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,036,514 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,785,564 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,127,382 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,127,382 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $125,423,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,542,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,542,410 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $700,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $365,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $700,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $365,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $124,723,567 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $130,177,410 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $124,723,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,177,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $125,423,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,542,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $124,723,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,975,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,477,900 | OtherIncreasesAmt |
| Subtotal | $130,177,410 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $130,177,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2023-12-31 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $47,237,076 | GrossSalesPriceAmt |
| Cost Or Other Basis | $40,926,995 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,310,081 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,310,081 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,310,081 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $130,569 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $130,569 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $130,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $479 | EsPenaltyAmt |
| Tax Due | $71,328 | 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 | HTTPS://WWW.REGIONS.COM/ABOUT-REGIONS/COMMUNITY-E | 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 | 1900 5TH AVENUE NORTH FLOOR 23 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| SHARON KACHELHOFER | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| CHELSEA STOVALL | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| MARTA SELF | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | EXECUTIVE DIRECTOR;VP | 1.00 | $0 | $0 | $0 |
| DWIGHT JULBERT | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | MEMBER | 1.00 | $0 | $0 | $0 |
| ANDREW NIX | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | MEMBER | 1.00 | $0 | $0 | $0 |
| DANA NOLAN | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | MEMBER | 1.00 | $0 | $0 | $0 |
| TONY STIFFLER | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | MEMBER | 1.00 | $0 | $0 | $0 |
| LEROY ABRAHAMS | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| AMANDA SAINT | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | TREASURER | 1.00 | $0 | $0 | $0 |
| GRACE JACKSON | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | MEMBER | 1.00 | $0 | $0 | $0 |
| TOM SPEIR | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | MEMBER | 1.00 | $0 | $0 | $0 |
| JASON EPSTEIN | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | MEMBER | 1.00 | $0 | $0 | $0 |
| KEITH FILE | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | MEMBER | 1.00 | $0 | $0 | $0 |
| REGAN LIGGINS | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | MEMBER | 1.00 | $0 | $0 | $0 |
| JESSICA EVEREST | ||||||||
| 1900 FIFTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | SECRETARY | 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) |
|---|---|---|
| Description1 | KAI XR, URBAN IMPACT, BIRMINGHAM BUSINESS RESOURCE CENTER | Description1Txt |
| Expenses1 | $423,828 | Expenses1Amt |
| Total | $423,828 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $107,425,177 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,353,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,779,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $110,779,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,661,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,117,487 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,455,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,455,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $130,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $130,569 | TotalTaxAmt |
| Distributable Before Adj | $5,325,305 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,325,305 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,325,305 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,450,139 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $423,828 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,873,967 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,325,305 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,758,936 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,873,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,758,936 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,115,031 | 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 | $4,210,274 | 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 (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A PLUS EDUCATION PARTNERSHIP | ||||||||
| PO BOX 4433 | MONTGOMERY | AL | 36103 | NONE | 501(C)(3) | EDUCATION & WR | $100,000 | |
| ACADEMY PREP | ||||||||
| 2301 2ND AVE | ST PETERSBURG | FL | 33712 | NONE | 501(C)(3) | EDUCATION & WR | $100,000 | |
| ADIB | ||||||||
| 3420 3RD AVE S | BIRMINGHAM | AL | 35222 | NONE | 501(C)(3) | EDUCATION & WR | $100,000 | |
| ALABAMA JAG | ||||||||
| 50 N RIPLEY STREET | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) | EDUCATION & WR | $30,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $250,000 | |
| BETTER BASICS | ||||||||
| 1231 2ND AVE S | BIRMINGHAM | AL | 35294 | NONE | 501(C)(3) | EDUCATION & WR | $50,000 | |
| BIG BROTHERS BIG SISTERS OF EASTERN MISSOURI | ||||||||
| 501 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | 501(C)(3) | EDUCATION & WR | $20,000 | |
| BIRMINGHAM BUSINESS RESOURCE CENTER | ||||||||
| 1500 1ST AVE N 12 | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $50,000 | |
| BIRMINGHAM RE-ENTRY ALLIANCEAPPLESEED | ||||||||
| 2 OFFICE PARK CIRCLE SUITE 10 | BIRMINGHAM | AL | 35223 | NONE | 501(C)(3) | EDUCATION & WR | $100,000 | |
| BREAKTHROUGH BIRMINGHAM | ||||||||
| PO BOX 71420 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | EDUCATION & WR | $40,000 | |
| BRIGHTLANE LEARNING | ||||||||
| 2955 N MMERDIAN ST SUITE 250 | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | EDUCATION & WR | $50,000 | |
| CENTRO HISPANO | ||||||||
| 117 SOUTHCREST DR | BIRMINGHAM | AL | 35209 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $50,000 | |
| CHRISTIAN WOMEN'S JOB CORPS OF TYLER | ||||||||
| 310 W FERGUSON ST | TYLER | TX | 75702 | NONE | 501(C)(3) | EDUCATION & WR | $50,000 | |
| CITY OF REFUGE | ||||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | NONE | 501(C)(3) | EDUCATION & WR | $50,000 | |
| COMMUNITIES IN SCHOOL SHREVEPORT | ||||||||
| 360 JORDAN ST | SHREVEPORT | LA | 71101 | NONE | 501(C)(3) | EDUCATION & WR | $35,000 | |
| CONEXION AMERICAS | ||||||||
| 2195 NOLENSVILLE PK | NASHVILLE | TN | 37211 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $50,000 | |
| DELTA COMPASS | ||||||||
| 342 WASHINGTON AVE SUITE 201 | GREENVILLE | MS | 38701 | NONE | 501(C)(5) | EDUCATION & WR | $70,000 | |
| DOORWAYS | ||||||||
| 671 N GLEB RD | ARLINGTON | VA | 22203 | NONE | 501(C)(3) | EDUCATION & WR | $20,000 | |
| DREAM ALIVE INC | ||||||||
| 8732 LAUREL AVE | ALDAN | PA | 19018 | NONE | 501(C)(3) | EDUCATION & WR | $80,000 | |
| FEEDING TAMPA BAY | ||||||||
| 3624 CAUSEWAY BLVD | TAMPA | FL | 33619 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $25,000 | |
| FIRST TENNESSEE DEVELOPMENT DISTRICT FOUNDATION | ||||||||
| 3211 N ROAN ST | JOHNSON CITY | TN | 37601 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $10,000 | |
| GEORGIA TECH LEAP PROGRAM | ||||||||
| NORTH AVENUE | ATLANTA | GA | 30332 | NONE | 501(C)(3) | EDUCATION & WR | $40,000 | |
| GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA | ||||||||
| 5100 TICE ST | FORT MYERS | FL | 33905 | NONE | 501(C)(3) | EDUCATION & WR | $40,000 | |
| GULF COAST HOUSING PARTNERSHIP | ||||||||
| 1626 SUITE A ORETHA CASTLE HALEY | NEW ORLEANS | LA | 70113 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $250,000 | BLVD |
| HICA | ||||||||
| 117 SOUTHCREST DR | BIRMINGHAM | AL | 35209 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $250,000 | |
| HOUSING ACTION ILLINOIS | ||||||||
| 67 E MADISON ST STE 1603 | CHICAGO | AL | 60603 | NONE | 501(C)(3) | FINANCIAL WELLNESS | $20,000 | |
| HUNTSVILLE HOSPITAL FOUNDATION | ||||||||
| 699 GALLATIN ST SW BUILDING A | HUNSTVILLE | AL | 35801 | NONE | 501(C)(3) | EDUCATION & WR | $150,000 | |
| IDEA VILLAGE | ||||||||
| 900 CAMP ST 308 | NEW ORLEANS | LA | 70130 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $100,000 | |
| INDIANA BLIND CHILDREN'S FOUNDATION | ||||||||
| 5050 E 42ND ST | INDIANAPOLIS | IN | 46226 | NONE | 501(C)(3) | EDUCATION & WR | $50,000 | |
| INNOVATION PORTAL | ||||||||
| 451 GOVERNMENT STREET | MOBILE | AL | 36602 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $100,000 | |
| IOWA CENTER FOR ECONOMICS SUCCESS | ||||||||
| 2110 GRAND AVE | DES MOINES | IA | 50312 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $20,000 | |
| JA OF BATON ROUGE | ||||||||
| 8356 BILLIU ST | BATON ROUGE | LA | 70817 | NONE | 501(C)(3) | EDUCATION & WR | $25,000 | |
| JA OF CENTRAL FLORIDA | ||||||||
| 2121 CAMDEN RD | ORLANDO | FL | 32803 | NONE | 501(C)(3) | EDUCATION & WR | $30,000 | |
| JA OF SE TEXAS | ||||||||
| 2925 BRIARPARK DR STE 575 | HOUSTON | TX | 77042 | NONE | 501(C)(3) | EDUCATION & WR | $15,000 | |
| JAG IOWA | ||||||||
| 1111 9TH ST | DES MOINES | IA | 50314 | NONE | 501(C)(3) | EDUCATION & WR | $100,000 | |
| JAG MISSOURI | ||||||||
| PO BOX 383 | FAIR GROVE | MO | 65648 | NONE | 501(C)(3) | EDUCATION & WR | $100,000 | |
| JAG TENNESSEE | ||||||||
| 6 S 14TH STREET | NASHVILLE | TN | 37206 | NONE | 501(C)(3) | EDUCATION & WR | $50,000 | |
| JUMPSTART AUTOMOTIVE TRAINING CENTER | ||||||||
| 2210 SYLVAN RD UNIT M | EAST POINT | GA | 30344 | NONE | 501(C)(3) | EDUCATION & WR | $50,000 | |
| KNOXVILLE EDUCATION FOUNDATION | ||||||||
| 400 W SUMMIT HILL DR SW UTT 385 | KNOXVILLE | TN | 37902 | NONE | 501(C)(3) | EDUCATION & WR | $30,000 | |
| MID-SOUTH MINORITY BUSINESS CONTINUUM | ||||||||
| 200 JEFFERSON AVENUE SUITE 1000 | MEMPHIS | TN | 38103 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $40,000 | |
| MODERN CLASSROOMS | ||||||||
| 15 14TH STREET SE | WASHINGTON | DC | 20003 | NONE | 501(C)(3) | EDUCATION & WR | $90,000 | |
| NEW OPPORTUNITIES AND VISION ACHIEVEMENT (NOVA) | ||||||||
| 1900 NORTH 18TH STREET SUITE 201 | MONROE | LA | 71201 | NONE | 501(C)(3) | EDUCATION & WR | $50,000 | |
| PADUCAH COOPERATIVE MINISTRY | ||||||||
| 402 LEGION DR | PADUCAH | KY | 42003 | NONE | 501(C)(3) | FINANCIAL WELLNESS | $35,000 | |
| PATHS FOR SUCCESS FOUNDATION | ||||||||
| 400 SOUTH UNION STREET SUITE 355 | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) | EDUCATION & WR | $50,000 | |
| PENNY FOUNDATION | ||||||||
| 509 LAUREL ST 1264 | LA MARQUE | TX | 77568 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $50,000 | |
| PROPELLER | ||||||||
| 4035 WASHINGTON AVE | NEW ORLEANS | LA | 70119 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $200,000 | |
| READY KIDS INC | ||||||||
| 1000 E HIGH STREET | CHARLOTTESVILLE | VA | 22902 | NONE | 501(C)(3) | EDUCATION & WR | $25,000 | |
| REBUILDING TOGETHER NASHVILLE | ||||||||
| 6101 CENTENNIAL BLVD | NASHVILLE | TN | 37209 | NONE | 501(C)(3) | ECON @ COMMUNITY DEV | $100,000 | |
| SECOND HARVEST OF THE BIG BEND | ||||||||
| 4446 ENTREPOT BLVD | TALLAHASSEE | FL | 32310 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $35,000 | |
| STARKLOFF | ||||||||
| PO BOX 775670 | SAINT LOUIS | MO | 63177 | NONE | 501(C)(3) | EDUCATION & WR | $40,000 | |
| STRIVE BIRMINGHAM | ||||||||
| 1531 THIRD AVENUE NORTH SUITE 100 | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | EDUCATION & WR | $150,000 | |
| TEACH FOR AMERICA - ALABAMA | ||||||||
| 2301 FIRST AVENUE N SUITE 105 | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | EDUCATION & WR | $130,000 | |
| THE CONCILIO | ||||||||
| 650 FORT WORTH AVE STE 250 | DALLAS | TX | 75208 | NONE | 501(C)(3) | EDUCATION & WR | $25,000 | |
| THE KELSEY | ||||||||
| 4121 3RD AVE SOUTH | BIRMINGHAM | AL | 35222 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $150,000 | |
| TROY UNIVERSITY - THE IDEA BANK | ||||||||
| TROY UNIVERSITY | TROY | AL | 36082 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $34,000 | |
| TRUFUND | ||||||||
| 39 W 37TH ST | NEW YORK | NY | 10018 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $200,000 | |
| UNITED WAY OF EAST TN HIGHLANDS | ||||||||
| 546 E ELK AVE | ELIZABETHTON | TN | 37643 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $10,000 | |
| UNITED WAY OF THE CSRA | ||||||||
| 1765 BROAD ST | AUGUSTA | GA | 30904 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $15,000 | |
| UNITED WAY SUNCOAST | ||||||||
| 4925 INDEPENDENCE PKWY 120 | TAMPA | FL | 33634 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $25,000 | |
| UNIVERSITY OF ALABAMA - REACH PROGRAM | ||||||||
| UNIVERSITY OF ALABAMA | TUSCALOOA | AL | 35487 | NONE | 501(C)(3) | EDUCATION & WR | $30,000 | |
| UNIVERSITY OF SOUTH ALABAMA | ||||||||
| 307 N UNIVERSITY BVLD | MOBILE | AL | 36688 | NONE | 501(C)(3) | EDUCATION & WR | $250,000 | |
| URBAN IMPACT | ||||||||
| 1721 4TH AVE N 102 | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $50,000 | |
| URBAN LEAGUE OF METROPOLITAN ST LOUIS | ||||||||
| 1408 KINGS HIGHWAY BLVD SUITE 108 | ST LOUIS | MO | 63113 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $20,000 | |
| UT CHATTANOOGA - VETERANS ENTREPRENUERSHIP PROGRAM | ||||||||
| 615 MCCALLIE AVE | CHATTANOOGA | TN | 37403 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $50,000 | |
| WESLEY COMMUNITY CENTER | ||||||||
| 1410 LEE ST | HOUSTON | TX | 77009 | NONE | 501(C)(3) | EDUCATION & WR | $50,000 | |
| WOODLAWN UNITED | ||||||||
| 5529 1ST AVE S | BIRMINGHAM | AL | 35212 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $200,000 | |
| YMCA OF BATON ROUGE | ||||||||
| 8704 JEFFERSON HWY SUITE B | BATON ROUGE | LA | 70809 | NONE | 501(C)(3) | EDUCATION & WR | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,904,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIRMINGHAM BUSINESS RESOURCE CENTER | |||||||
| 1500 1ST AVE N 12 | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $45,881 |
| JA OF CENTRAL CAROLINAS | |||||||
| 1701 N GRAHAM ST 100 | CHARLOTTE | NC | 28206 | NONE | 501(C)(3) | EDUCATION & WR | $25,000 |
| JAG INDIANA | |||||||
| 101 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | EDUCATION & WR | $100,000 |
| KAI XR PRI | |||||||
| 440 N BARRANCA AVE 9333 | COVINA | CA | 91723 | NONE | 501(C)(3) | EDUCATION & WR | $34,410 |
| PENNY FOUNDATION | |||||||
| 509 LAUREL ST 1264 | LA MARQUE | TX | 77568 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $100,000 |
| URBAN IMPACT | |||||||
| 1721 4TH AVE N 102 | BIRMINGHAM | AL | 35203 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $45,881 |
| URBAN LEAGUE OF MIDDLE TN | |||||||
| 50 VANTAGE WAY SUITE 201 | NASHVILLE | TN | 37228 | NONE | 501(C)(3) | ECON & COMMUNITY DEV | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $391,172 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,200,705 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,310,081 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST FROM PRI'S | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,951 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,515,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,515,737 | 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 | $17,943 | Amt |
| Net Investment Income | $8,972 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,971 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $118,036,514 | BookValueAmt |
| EOYFMV | $118,036,514 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $4,295 | LegalFeesAmt |
| Net Investment Income | $2,147 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,148 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM-RELATED INVESTMENTS | $88,147 | $515,926 | $515,926 |
| MISSION-RELATED INVESTMENTS | $6,697,417 | $7,611,456 | $7,611,456 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $19,048 | $9,524 | $9,524 |
| INSURANCE | $78,750 | $39,375 | $39,375 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST FROM PRI'S | Desc |
| Revenue And Expenses Per Books | $4,951 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,951 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,951 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS - CURRENT YEAR | Desc |
| Amt | $1,477,900 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MRI INVESTMENT ADJUSTMENTS | CategoryTxt |
| Amt | $35,960 | Amt |
| Net Investment Income | $17,980 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,980 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $88,626 | Amt |
| Net Investment Income | $44,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,313 | DisbursementsCharitablePrpsAmt |