THE MELVIN AND VIRGINIA HUTSON FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE MELVIN AND VIRGINIA HUTSON FOUNDATION (EIN 63-0885492)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349103569
- Schema version
- 2016v3.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T14:31:55-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631019234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRD SMALLEY & ADAMS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2179 | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 356022179 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630885492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELVIN AND VIRGINIA HUTSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELV | BusinessNameControlTxt |
| Phone | 2563537826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2716 | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 356022716 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN W TRUITT | PersonNm |
| Person Title | PRESIDENT-TREASURER | PersonTitleTxt |
| Phone | 2563537826 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY A SMALLEY CPA | PreparerPersonNm |
| PTIN | P00540229 | PTIN |
| Phone | 2563531611 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | B1FC49EBAC2F4D773DBD8D970B6A25A30765B117 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B6A3F6ED9025A52E3F74F041CF22E37A995ABA22 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,156,885 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $377,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $377,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,141,262 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,250 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $360,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $381,091 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,151 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $173 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $63,335 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,335 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,374 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $412 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $687 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,260 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,220 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $480,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $480,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $589,420 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $492,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$228,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $310,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,059,635 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,342,137 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,342,137 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $865,998 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $864,979 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $960,051 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,976,793 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,421,101 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,691,111 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,980,537 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,026,128 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,163,586 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,882,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,654,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,156,885 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,882,963 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,654,345 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,882,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,654,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,882,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,654,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,882,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$228,618 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,654,345 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,654,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHED DETAIL | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,136,494 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,161,551 | CostOrOtherBasisAmt |
| Gain Or Loss | -$25,057 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$25,057 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,289 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $484,292 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,641,484 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050230 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $455,691 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,740,983 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046781 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $468,820 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,610,993 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048780 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $424,626 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,462,318 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044875 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $412,815 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,847,934 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046657 | DistributionYr5Rt |
| Total Distribution | 0.237323 | TotalDistributionRt |
| Average Distribution | 0.047465 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,821,705 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $466,187 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,105 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $469,292 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $492,220 | 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 | $3,105 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,105 | SubtotalAmt |
| Tax Based On Investment Income | $3,105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,582 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,582 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,477 | OverpaymentAmt |
| Applied To ES Tax | $15,477 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| 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 | KAREN W TRUITT | IndividualWithBooksNm |
| Phone | 2563537826 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 SECOND AVE SE | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35601 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN W TRUITT | ||||||||
| 3709 SABINE COURT SW | DECATUR | AL | 35603 | PRESIDENT-TR | 5.00 | $19,000 | $0 | $0 |
| MIKE STERYOUS | ||||||||
| 5141 WAXMYRTLE DRIVE | ROANOKE | VA | 24019 | VP/SECRETARY | 1.00 | $2,500 | $0 | $0 |
| DAVID BRELAND | ||||||||
| 1507 FAIRWAY DRIVE SE | DECATUR | AL | 35601 | DIRECTOR | 1.00 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND JAMES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 CARILLON PARKWAY | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FINANCIAL ADVIS | ServiceTypeTxt |
| Compensation | $63,335 | CompensationAmt |
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 | $9,195,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $775,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,971,274 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,971,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,821,705 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $491,085 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $491,085 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,105 | TotalTaxAmt |
| Distributable Before Adj | $487,980 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $487,980 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $487,980 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $492,220 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $492,220 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,105 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $489,115 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $487,980 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $9,666 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,666 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $492,220 | QualifyingDistributionsAmt |
| Applied To Current Year | $487,980 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,240 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,906 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $13,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,666 | ExcessFromYear1Amt |
| Excess From Current Year | $4,240 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE OF NORTH ALABAMA | |||||||
| 2813 MASTIN LAKE ROAD | HUNTSVILLE | AL | 35810 | NONE | PUBLIC | CHARITABLE | $10,000 |
| ALABAMA CHRISTIAN YOUTH CAMP | |||||||
| 768 CAMP NEY A TI ROAD | GUNTERSVILLE | AL | 35976 | NONE | PUBLIC | CHARITABLE | $6,000 |
| AUSTINVILLE CHURCH OF CHRIST | |||||||
| 2833 DANVILLE ROAD SW | DECATUR | AL | 35603 | NONE | PUBLIC | CHARITABLE | $10,000 |
| BAPTIST MID-MISSIONS FOUNDATION | |||||||
| PO BOX 308011 | CLEVELAND | OH | 44180 | NONE | PUBLIC | CHARITABLE | $4,000 |
| BAPTIST WORLD MISSION | |||||||
| PO BOX 2149 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $23,000 |
| BIBLICAL MINISTRIES WORLDWIDE | |||||||
| 1595 HERRINGTON ROAD | LAWRENCEVILLE | GA | 30043 | NONE | PUBLIC | CHARITABLE | $12,000 |
| CHILD EVANGELISM FELLOWSHIP OF NW A | |||||||
| PO BOX 1414 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $8,000 |
| CHILDHAVEN | |||||||
| PO BOX 2070 | CULLMAN | AL | 35056 | NONE | PUBLIC | CHARITABLE | $10,000 |
| DECATUR BAPTIST CHURCH | |||||||
| 2527 DANVILLE RD SW | DECATUR | AL | 35603 | NONE | PUBLIC | CHARITABLE | $1,000 |
| DECATUR MORGAN HOSPITAL FOUNDATION | |||||||
| PO BOX 2239 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $5,000 |
| DECATUR YOUTH SYMPHONY | |||||||
| PO BOX 784 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $5,000 |
| FACES | |||||||
| PO BOX 964 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $3,000 |
| FIRST BAPTIST CHURCH | |||||||
| 123 CHURCH STREET NE | DECATUR | AL | 35601 | NONE | PUBLIC | CHARITABLE | $110,000 |
| FLINT CHURCH OF CHRIST | |||||||
| 1205 MILL ROAD SE | DECATUR | AL | 35603 | NONE | PUBLIC | CHARITABLE | $25,000 |
| FRONTLINE MISSIONS INTERNATIONAL | |||||||
| PO BOX 829 | TAYLORS | SC | 29687 | NONE | PUBLIC | CHARITABLE | $29,000 |
| GOSPEL FELLOWSHIP ASSOCIATION | |||||||
| 1809 WADE HAMPTON BLVD | GREENVILLE | SC | 29609 | NONE | PUBLIC | CHARITABLE | $50,000 |
| HATTON CHURCH OF CHRIST | |||||||
| 7045 HIGHWAY 101 | TOWN CREEK | AL | 35672 | NONE | PUBLIC | CHARITABLE | $6,000 |
| HEALING HANDS INTERNATIONAL | |||||||
| 455 MCNALLY DRIVE | NASHVILLE | TN | 37211 | NONE | PUBLIC | CHARITABLE | $10,000 |
| HERITAGE CHRISTIAN UNIVERSITY | |||||||
| PO BOX HCU | FLORENCE | AL | 35630 | NONE | PUBLIC | CHARITABLE | $12,000 |
| HIGHLAND PARK CHURCH OF CHRIST | |||||||
| PO BOX 2216 | MUSCLE SHOALS | AL | 35662 | NONE | PUBLIC | CHARITABLE | $11,000 |
| HOSPICE OF THE VALLEY | |||||||
| PO BOX 2745 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $3,000 |
| INTERNATIONAL PARTNERSHIP MINISTRIE | |||||||
| PO BOX 337 | HANOVER | PA | 17331 | NONE | PUBLIC | CHARITABLE | $7,000 |
| MAYFAIR CHURCH OF CHRIST | |||||||
| 1095 CARL T JONES DRIVE | HUNTSVILLE | AL | 35802 | NONE | PUBLIC | CHARITABLE | $10,000 |
| MOULTON CHURCH OF CHRIST | |||||||
| 597 MAIN STREET | MOULTON | AL | 35650 | NONE | PUBLIC | CHARITABLE | $15,000 |
| MOUNT ABARIM BAPTIST MISSION | |||||||
| PO BOX 173067 | ARLINGTON | TX | 76003 | NONE | PUBLIC | CHARITABLE | $22,500 |
| NEIGHBORHOOD CHRISTIAN CENTER | |||||||
| 619 BANK STREET | DECATUR | AL | 35601 | NONE | PUBLIC | CHARITABLE | $5,000 |
| NORTH LOVE BAPTIST CHURCH | |||||||
| 5301 E RIVERSIDE BLVD | ROCKFORD | IL | 61114 | NONE | PUBLIC | CHARITABLE | $30,000 |
| PACT | |||||||
| PO BOX 1247 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $5,000 |
| PROJECT RESCUE | |||||||
| 179 CAVE SPRINGS ROAD | DECATUR | AL | 35603 | NONE | PUBLIC | CHARITABLE | $10,000 |
| THE COMMUNITY FOUND OF GREATER DECA | |||||||
| PO BOX 79 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $10,000 |
| THE FRIENDS OF ISRAEL GOSPEL MINIST | |||||||
| PO BOX 908 | BELLMAWR | NJ | 08099 | NONE | PUBLIC | CHARITABLE | $10,000 |
| TRINITY UNITED METHODIST CHURCH | |||||||
| PO BOX 38 | TRINITY | AL | 35673 | NONE | PUBLIC | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $480,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $377,841 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,289 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RJ QUALITY YIELD EQUITY | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $360,802 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $360,802 | 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 | BYRD SMALLEY ADAMS PC | CategoryTxt |
| Amt | $1,800 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 RAYMOND JAMES ANALYSTS BEST P | $25,006 | $30,878 |
| 50,000 COUNTRYWIDE FINANCIAL CORP NT | ||
| 50,000 COUNTRYWIDE FINANCIAL CORP NT | ||
| 50,000 RAYMOND JAMES IOL MARKET RECO | ||
| 50,000 RJ ANALYSTS BEST PICKS EQUITY | $50,006 | $47,595 |
| 200,000 RJ QUALITY YIELD EQUITY LINK | $200,006 | $210,460 |
| 100,000 MERRILL LYNCH & CO INC NTS | $98,064 | $101,363 |
| 150,000 HARTFORD LIFE INS CO MTN | $150,004 | $151,650 |
| 100,000 THE GOLDMAN SACHS GROUP | $100,005 | $107,414 |
| 100,000 GOLDMAN SACHS GROUP | $100,005 | $105,965 |
| 100,000 PRINCIPAL LIFE INCOME TRUST | $100,004 | $108,963 |
| 150,000 PACIFIC BELL DEBENTURE | $160,586 | $182,096 |
| 150,000 WAL-MART STORES INC. | $185,471 | $216,606 |
| 100,000 GOLDMAN SACHS GRP INC | $100,005 | $106,853 |
| 57,000 JOHNSON & JOHNSON NTS | $63,417 | $74,778 |
| 100,000 BANK OF AMERICA | $100,005 | $105,779 |
| 150,000 LLOYDS TSB BANK PLC NTS | $150,958 | $171,099 |
| 100,000 GOLDMAN SACHS GRP | $100,005 | $111,292 |
| 18,000 BELLSOUTH TELECOMMUNICATIONS | $22,517 | $21,459 |
| 100,000 CITIGROUP FUNDING INC NTS | $100,005 | $93,147 |
| 50,000 CITIGROUP INC DEBENTURE | $61,736 | $59,940 |
| 50,000 GOLDMAN SACHS GROUP INC | $50,005 | $48,181 |
| 100,000 NASDAQ OMX GROUP INC NTS | $108,318 | $108,068 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,000 SHARES AT&T INCORPORATED | $144,856 | $170,120 |
| 2,000 SHARES ALLSTATE CORPORATION | $98,683 | $148,240 |
| 1,595 SHARES AMERICAN ELEC PWR INC | $77,188 | $100,421 |
| 3,500 SHARES AMERICAN WTR WKS COMPAN | $94,320 | $253,260 |
| 2,400 SHARES BANK OF AMERICA CORP | $81,404 | $53,040 |
| 7,200 SHARES CSX CORPORATION | $41,364 | $258,696 |
| 3,200 SHARES CHEVRON CORPORATION | $141,824 | $376,640 |
| 480 SHARES CITIGROUP INCORPORATED | $223,831 | $28,526 |
| 2,300 SHARES CONAGRA FOODS | $52,057 | $90,965 |
| 1,130 SHARES CONOCOPHILLIPS | $48,085 | $56,658 |
| 1,635 SHARES EXELON CORPORATION | $57,842 | $58,026 |
| 4,000 SHARES GENERAL ELECTRIC CO | $117,679 | $126,400 |
| 125 SHARES HALYARD HEALTH INCORPORAT | ||
| 1,600 SHARES HOME DEPOT INCORPORATED | $43,491 | $214,528 |
| 2,000 SHARES INTEL CORPORATION | $41,912 | $72,540 |
| 1,000 SHARES JOHNSON & JOHNSON | $59,241 | $115,210 |
| 1,000 SHARES KELLOGG COMPANY | $50,843 | $73,710 |
| 1,000 SHARES KIMBERLY CLARK CORP | $59,986 | $114,120 |
| 533 SHARES KRAFT HEINZ FOODS GROUP | $16,752 | $46,542 |
| 766 SHARES LAMB WESTON HLDGS INC | $15,318 | $28,993 |
| 1,600 SHARES MONDELEZ INTERNATIONAL | ||
| 1,900 SHARES MERCK & COMPANY | $85,398 | $111,853 |
| 1,000 SHARES NEXTERA ENERGY INC. | $66,384 | $119,460 |
| 1,500 SHARES PEPSICO INCORPORATED | $101,919 | $156,945 |
| 4,000 SHARES PFIZER INCORPORATED | $110,975 | $129,920 |
| 1,000 SHARES PROCTER & GAMBLE COMPAN | $66,374 | $84,080 |
| 5,275 SHARES REGIONS FINANCIAL CORP | $68,260 | $75,749 |
| 3,600 SHARES SOUTHERN COMPANY | $148,843 | $177,084 |
| 2,000 SHARES SYSCO CORPORATION | $60,388 | $110,740 |
| 800 SHARES TARGET CORPORATION | $50,959 | $57,784 |
| 700 SHARES 3M COMPANY | $49,559 | $124,999 |
| 960 SHARES WAL-MART STORES INC | $69,232 | $66,355 |
| 1,000 SHARES MEDTRONIC INC | ||
| 750 SHARES WELLS FARGO & COMPANY | $35,887 | $41,333 |
| 3,500 SHARES VERIZON COMMUNICATIONS | $133,966 | $186,830 |
| 1,300 SHARES EATON CORPORATION PLC | ||
| 4,000 SHARES ALABAMA POWER COMPANY | $107,364 | $102,000 |
| 4,000 SHARES HANCOCK HOLDING COMPANY | $98,811 | $97,560 |
| 4,000 SHARES JPMORGAN CHASE & COMPAN | $98,416 | $101,440 |
| 4,000 SHARES MORGAN STANLEY CAPITAL | ||
| 2,000 SHARES ARGO GROUP US INC | $50,005 | $49,924 |
| 2,000 SHARES PNC FINANCIAL SERVICES | $50,005 | $47,240 |
| 1,200 SHARES PRUDENTIAL FINANCIAL IN | $30,005 | $29,712 |
| 12,000 SHARES RAYMOND JAMES FINANCIA | $300,005 | $304,680 |
| 3,000 SHARES REGIONS FINANCIAL CORP | $75,178 | $75,480 |
| 1,000 SHARES REGIONS FINANCIAL CORP | ||
| 4,000 SHARES THE CHARLES SCHWAB CORP | $100,005 | $101,080 |
| 2,500 SHARES STANLEY BLACK & DECKER | $63,705 | $60,825 |
| 2,000 SHARES STAG INDUSTRIAL INC | $50,005 | $49,900 |
| 1,500 SHARES LASALLE HOTEL PROPERTIE | $37,505 | $36,135 |
| 2,750 SHARES ANNALY CAP MGMT INC | ||
| 1,000 SHARES DIGITAL RLTY TR INC | $74,084 | $98,260 |
| 2,100 SHARES AMERICAN CAPITAL AGENCY | ||
| 3,000 SHARES CAMPUS CREST CMNTYS INC | ||
| 1,135 SHARES WELLTOWER INC | ||
| 2,100 SHARES AGNC INVT CORPORATION | $60,110 | $38,073 |
| 2,100 SHARES WEYERHAEUSER COMPANY | $60,512 | $63,189 |
| 7,500 SHARES BLACKROCK GLOBAL | $150,005 | $162,000 |
| 2,990.023 SHARES FIRST EAGLE GLOBAL | ||
| 7,500 SHARES BLACKROCK BUILD AMER BD | ||
| 5,000 SHARES DOW 30SM ENHANCED PREM | ||
| 7,500 SHARES FIRST TR SR FLG RTE INC | $130,237 | $103,725 |
| 12,500 SHARES INVESCO SR INC TRST | $101,504 | $58,000 |
| 4,000 SHARES VOYA PRIME RATE TR SH | $25,328 | $22,160 |
| 2,000 SHARES VANECK VECTORS MORTGAGE | $47,105 | $43,740 |
| 550 ISHARES TR MTG REL ETF | $19,442 | $23,133 |
| 4,100 SHARES POWERSHARES ETF FINANCI | $76,157 | $73,636 |
| 7,354 SHARES NUVEEN GLOBAL HIGH INCO | ||
| 12,500 SHARES INVESCO VAN KAMPEN SR | ||
| 4,000 SHARES ING PRIME RATE TR SH BE | ||
| 2,000 SHARES MARKET VECTORS ETF TRUS | ||
| 2,500 SHARES POWERSHARES ETF FINANCI | ||
| 825 SHARES SECTOR SPDR TR SBI INT EN | $50,051 | $62,139 |
| 1,180 SHARES SECTOR SPDR TR SBI INT | $50,737 | $57,313 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $733,737 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $827,086 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $131,242 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $132,965 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BLACKBURN MALONEY SCHUPPERT LLC | CategoryTxt |
| Legal Fees | $1,151 | LegalFeesAmt |
| Disbursements Charitable Prps | $173 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| LIABILITY INSURANCE | $4,041 | ||
| POST OFFICE BOX RENT | $170 | $85 | $85 |
| POSTAGE | $49 | $10 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RJ QUALITY YIELD EQUITY | Desc |
| Revenue And Expenses Per Books | $3,250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES & ASSOCIATES | CategoryTxt |
| Amt | $63,335 | Amt |
| Net Investment Income | $63,335 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $15,000 | Amt |