BETTY MCGOWIN CHARITABLE TR 1212005531: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BETTY MCGOWIN CHARITABLE TR 1212005531 (EIN 61-6489481)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-25
- IRS object ID
- 201702379349100600
- 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 Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-25T09:14:02-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471975520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIERONYMUS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7006 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36670 | 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 | 616489481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTY R MCGOWIN CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | REGIONS BANK TRUST DEPARTMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETT | BusinessNameControlTxt |
| Phone | 2514388260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1628 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36633 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CULLAN DUKE | PersonNm |
| Person Title | TRUST OFFICER | PersonTitleTxt |
| Phone | 2514388260 | PhoneNum |
| Signature | 2017-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK E HIERONYMUS | PreparerPersonNm |
| PTIN | P00168043 | PTIN |
| Phone | 2516809848 | PhoneNum |
| Preparation | 2017-08-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.177.103.237 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-15 | IPDt |
| IP Tm | 14:53:05 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E928794D7A4975D1D6E175E81563E0B8BCCBF610 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 89B8D045BE719613F396CD836C0786030B3146F5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,625,876 | 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 | $35,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $579,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,509 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,948 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,948 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $544 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $544 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,292 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$113,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,117 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,181 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,346 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,346 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,016,745 | CorporateStockBOYAmt |
| Corporate Stock EOY | $966,602 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,035,847 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $633,456 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $584,655 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $582,455 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,428 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,228 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,228 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,672,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,558,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,625,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,672,810 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,558,831 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,672,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,558,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,672,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,558,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,672,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$113,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,558,831 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,558,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (SEE ATTACHED) | 2016-01-01 | 2016-12-31 | $118,194 | $127,417 | -$9,223 | -$9,223 | |
| PUBLICLY TRADED SECURITIES (SEE ATTACHED) | 2016-01-01 | 2016-12-31 | $454,244 | $472,335 | -$18,091 | -$18,091 | |
| CAPITAL GAINS DIVIDENDS | $7,295 | $7,295 | $7,295 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,019 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,525 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,716,245 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046919 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $81,232 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,744,232 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046572 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,004,530 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.093491 | TotalDistributionRt |
| Average Distribution | 0.031164 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,609,774 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,167 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $151 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,318 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,900 | 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 | $151 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $151 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $151 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $320 | TotalPaymentsAndCreditsAmt |
| Overpayment | $169 | OverpaymentAmt |
| Applied To ES Tax | $169 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIONS BANK TRUST DEPARTMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2514388260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 N WATER ST 28TH FLOOR | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| BETTIE M MILLER | ||||||||
| PO BOX 169 | CHAPMAN | AL | 36015 | COMMITTEE MEMBER | 1.00 | $0 | $0 | $0 |
| ELEANOR M ADAMS | ||||||||
| 41173 BALD HILL RD | LEESBURG | VA | 20176 | COMMITTEE MEMBER | 1.00 | $0 | $0 | $0 |
| KEVILLE LARSON | ||||||||
| PO BOX 2143 | MOBILE | AL | 36652 | COMMITTEE MEMBER | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,621,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,937 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,634,288 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,634,288 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,609,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $151 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $151 | TotalTaxAmt |
| Distributable Before Adj | $80,338 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,338 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,338 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $151 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,749 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,338 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,593 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,593 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,307 | 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 | $2,031 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CULLAN B DUKE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1628 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 366331628 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2514388083 | RecipientPhoneNum |
| Recipient Email Address | CULLAN.DUKE@REGIONS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTERS OF REQUEST SHOULD BE SUBMITTED TO THE COMMITTEE FOR REVIEW. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASPEN MUSIC FESTIVAL AND SCHOOL | |||||||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $11,000 | ||||
| DUBLIN INTERNATIONAL PIANO COMPETITION | |||||||||||
| NONE | PUBLIC | CHARITABLE CONTRIBUTION | $6,000 | PO BOX 71 | BRAY CO | WICKLOW IRELAND | EI | ||||
| FRIENDS OF ALABAMA ARCHIVES | |||||||||||
| 624 WASHINGTON AVE | MONTGOMERY | AL | 36130 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | ||||
| GREENVILLE LIBRARY | |||||||||||
| 309 FT DALE STREET | GREENVILLE | AL | 36037 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | ||||
| MONTGOMERY MUSIC PROJECT - MONTGOMERY SYMPHONY ORCHESTRA | |||||||||||
| MONTGOMERY SYMPHONY ORCHESTRA | MONTGOMERY | AL | 36104 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | ||||
| MADERIRA SCHOOL | |||||||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $12,000 | ||||
| MOBILE MUSEUM OF ART | |||||||||||
| 4850 MUSEUM DR | MOBILE | AL | 36608 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,500 | ||||
| MONTGOMERY CHAMBER MUSIC ORGANIZATION | |||||||||||
| PO BOX 6454 | MONTGOMERY | AL | 36106 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | ||||
| MONTGOMERY MUSEUM OF FINE ARTS | |||||||||||
| 1 MUSEUM DR | MONTGOMERY | AL | 36117 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | ||||
| MONTGOMERY SYMPHONY ORCHESTRA | |||||||||||
| 507 COLUMBUS ST | MONTGOMERY | AL | 36104 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $7,500 | ||||
| MUSIC ACADEMY OF THE WEST | |||||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | ||||
| PIEDMONT ENVIROMENTAL COUNCIL | |||||||||||
| 45 HORNER STREET | WARRENTON | VA | 20186 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | ||||
| ST THOMAS EPISCOPAL CHURCH | |||||||||||
| 1 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $8,000 | ||||
| WELLESLEY COLLEGE | |||||||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | ||||
| WATERFORD FOUNDATION | |||||||||||
| 40222 FAIRFAX ST | WATERFORD | VA | 20197 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $18,000 | ||||
| WATERFORD CONCERT SERIES | |||||||||||
| 40222 FAIRFAX ST | WATERFORD | VA | 20197 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | ||||
| FOREST HISTORY SOCIETY INC | |||||||||||
| 701 WILLIAM VICKERS AV | DURHAM | NC | 27701 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $3,500 | ||||
| ALABAMA SHAKESPEAR FESTIVAL | |||||||||||
| 1 FESTIVAL DR | MONTGOMERY | AL | 36117 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,000 | ||||
| THE NATURE CONSERVANCY ALABAMA CHAPTER | |||||||||||
| 2100 1ST AVE N STE 500 | BIRMINGHAM | AL | 35203 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | ||||
| THE NATURE CONSERVANCY VIRGINIA CHAPTER | |||||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,500 | ||||
| FAIRHOPE FILM FESTIVAL | |||||||||||
| 122 FAIRHOPE AV STE 3 | FAIRHOPE | AL | 36532 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,000 | ||||
| THE PHILLIPS COLLECTION | |||||||||||
| 1600 21ST ST NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $1,500 | ||||
| NEW ORLEANS FRIENDS OF MUSIC | |||||||||||
| 1035 ELEONORE ST | NEW ORLEANS | LA | 70115 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $5,000 | ||||
| EQUAL JUSTICE INITIATIVE | |||||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $3,000 | ||||
| SOUTHERN POVERTY LAW CENTER | |||||||||||
| 400 WASHINGTON AV | MONTGOMERY | AL | 36104 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $2,000 | ||||
| AMERICAN FRIENDS OF THE TRASIMENO MUSIC FESTICAL | |||||||||||
| 767 THIRD AV | NEW YORK | NY | 10017 | NONE | PUBLIC | CHARITABLE CONTRIBUTION | $3,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,332 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$20,019 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,313 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,313 | 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 | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | REGIONS BANK - FIXED | BondNm |
| EOY Book Value | $584,655 | EOYBookValueAmt |
| EOYFMV | $582,455 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | REGIONS BANK - EQUITIES | StockNm |
| EOY Book Value | $966,602 | EOYBookValueAmt |
| EOYFMV | $1,035,847 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REGIONS BANK ACCRUALS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,228 | BookValueAmt |
| EOYFMV | $1,228 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE FEES | $11,016 | $11,016 | $0 |
| INVESTMENT MGT FEES | $5,932 | $5,932 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $391 | $391 | $0 |
| EXCISE TAXES PAYMENTS | $153 | $153 | $0 |