ALTEC-STYSLINGER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALTEC-STYSLINGER FOUNDATION INC (EIN 72-1372302)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349103729
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees 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 | 2025-11-14T14:03:33-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | 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 | 721372302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTECSTYSLINGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALTE | BusinessNameControlTxt |
| Phone | 2059917733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 INVERNESS CENTER DR | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R HUDSON MOORE | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 2059917733 | PhoneNum |
| Signature | 2025-11-13 | 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 | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2025-11-13 | 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 | $187,833,230 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,627,468 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,627,468 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,249,858 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,397,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,249,858 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$218,743 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$218,852 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,658,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,658,474 | 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 | $54,650 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,663 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $40,987 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $62,843 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,711 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,132 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $140,467 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,431 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44,235 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,157,378 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $611,802 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,490 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,529,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $825,878 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,928,859 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,928,859 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,458,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $825,878 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,043,468 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,199,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,832,596 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $486,818 | CashBOYAmt |
| Cash EOY | $888,182 | CashEOYAmt |
| Cash EOYFMV | $888,182 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,463,555 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,369,917 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,369,917 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $94,162,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $90,845,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $121,594,459 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $41,035 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,958 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,943 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $42,475,619 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,810,665 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,958,729 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $139,629,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,936,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $187,833,230 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $139,629,225 | RetainedEarningBOYAmt |
| Retained Earning EOY | $142,936,038 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,629,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,936,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,629,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,936,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,629,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,199,955 | ExcessRevenueOverExpensesAmt |
| Other Increases | $106,858 | OtherIncreasesAmt |
| Subtotal | $142,936,038 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $142,936,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PASSTHROUGH ACTIVITY - LT | P | -$1,600,417 | -$1,600,417 | ||
| PASSTHROUGH ACTIVITY - ST | P | -$28,695 | -$28,695 | ||
| PUBLICLY TRADED SECURITIES - LT | P | $2,839,500 | $2,839,500 | $10,925,549 | $8,086,049 |
| PUBLICLY TRADED SECURITIES - ST | P | $4,356 | $4,356 | $436,810 | $432,454 |
| CAPITAL GAINS DIVIDENDS | P | $35,114 | $35,114 | $35,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,249,858 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,373 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,373 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,373 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,016 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,516 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $665 | EsPenaltyAmt |
| Overpayment | $19,478 | OverpaymentAmt |
| Applied To ES Tax | $19,478 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | HUDSON MOORE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2059917733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 INVERNESS CENTER DR | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| JON STYSLINGER | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | CO-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| LEE J STYSLINGER III | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | CO-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MARK STYSLINGER | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | CO-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ALLEN W RITCHIE | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | PRESIDENT AND SECRETARY | 1.00 | $0 | $0 | $0 |
| R HUDSON MOORE | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| CLAUDIA STYSLINGER DIKEOU | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | FOUNDATION PROGRAM MANAGER | 40.00 | $102,157 | $12,227 | $0 |
| SARAH STYSLINGER | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | FOUNDATION PROGRAM MANAGER | 40.00 | $53,400 | $4,792 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | |||||
| PO BOX 28019 | ALBUQUERQUE | NM | 871258019 | INVESTMENT ADVISORY SERVICES | $85,469 |
| RSM US LLP | |||||
| 30 SOUTH WACKER DRIVE SUITE 3300 | CHICAGO | IL | 60606 | ACCOUNTING FEES | $62,843 |
| UBS FINANCIAL SERVICES INC | |||||
| 3560 LENOX ROAD NE SUITE 2800 | ATLANTA | GA | 303254276 | INVESTMENT ADVISORY SERVICES | $54,998 |
| LANSBERG GERSICK ADVISORS LLC | |||||
| 163 CEDAR ST SUITE 2B | BRANFORD | CT | 06405 | ADVISORY FEES | $52,904 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $121,252,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,370,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $58,958,729 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $181,581,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $181,581,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,723,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $178,858,126 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,942,906 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,942,906 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,373 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,373 | TotalTaxAmt |
| Distributable Before Adj | $8,903,533 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,903,533 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,903,533 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,043,468 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,043,468 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,903,533 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $663,553 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $154,189 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $817,742 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,043,468 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,903,533 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $139,935 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $957,677 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $957,677 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $663,553 | ExcessFromYear4Amt |
| Excess From Year1 | $154,189 | ExcessFromYear1Amt |
| Excess From Current Year | $139,935 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (197 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A EDUCATION FOUNDATION | |||||||
| PO BOX 4433 | MONTGOMERY | AL | 36103 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| ALABAMA ASSOCIATIONS OF NONPROFITS HBS FELLOWSHIP | |||||||
| PO BOX 292305 | BIRMINGHAM | AL | 35229 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| ALABAMA KIDNEY FOUNDATION | |||||||
| 265 RIVERCHASE PKWY E STE 106 | HOOVER | AL | 352442815 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| ALABAMA MARINES FOUNDATION | |||||||
| PO BOX 2624 | TUSCALOOSA | AL | 35401 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| ALABAMA POSSIBLE | |||||||
| PO BOX 55058 | BIRMINGHAM | AL | 35255 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| ALABAMA SYMPHONY | |||||||
| 3621 6TH AVE SOUTH | BIRMINGHAM | AL | 35222 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| ALABAMA WILDLIFE FEDERATION | |||||||
| 3050 LANARK ROAD | MILLBROOK | AL | 36054 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| ALS UNITED MID-ATLANTIC | |||||||
| 1015 VIRGINIA DRIVE SUITE 110 | FORT WASHINGTON | PA | 19034 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $135 | |
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 1100 IRELAND WAY STE 201 | BIRMINGHAM | AL | 352057014 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,500 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WALTER STREET 11TH FLOOR | NEW YORK | NY | 10038 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 1818 PATTERSON STREET | NASHVILLE | TN | 37203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,125 | |
| AMERICAN KIDNEY FUND | |||||||
| 11921 ROCKVILLE PIKE STE 300 | ROCKVILLE | MD | 20852 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $300 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 37295 | WASHINGTON | DC | 20013 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| ARTS FUND | |||||||
| 118 SOUTH 8TH STREET | ST JOSEPH | MO | 64501 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| ASPEN VALLEY HOSPITAL FOUNDATION | |||||||
| 401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $300,000 | |
| BE THE MATCH | |||||||
| 500 N 5TH STREET | MINNEAPOLIS | MN | 55401 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| BENTON HIGH SCHOOL | |||||||
| 5655 S 4TH ST | ST JOSEPH | MO | 64504 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| BIRMINGHAM MUSEUM OF ART | |||||||
| 2000 REV ABRAHAM WOODS JR BLVD | BIRMINGHAM | AL | 35203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| BIRMINGHAM TALKS | |||||||
| 351 24TH STREET NORTH 785 | BIRMINGHAM | AL | 35203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $75,000 | |
| BOTETOURT TECHNICAL EDUCATION CENTER | |||||||
| 143 POOR FARM RD | FINCASTLE | VA | 240903988 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,300 | |
| BOY SCOUTS OF AMERICA GREATER ALABAMA COUNCIL | |||||||
| 516 LIBERTY PARKWAY | BIRMINGHAM | AL | 35242 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| BOY SCOUTS OF AMERICA PONY EXPRESS COUNCIL | |||||||
| 1704 BUCKINGHAM | ST JOSEPH | MO | 64506 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| BREAKTHROUGH T1D (FORMALLY JDRF) | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| BUNDLES OF HOPE DIAPER BANK | |||||||
| 1430 REVEREND ABRAHAM WOODS JR BLVD | BIRMINGHAM | AL | 35203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| BURTON CENTER FOR ARTS & TECHNOLOGY | |||||||
| 1760 ROANOKE BLVD | SALEM | VA | 24153 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $750 | |
| CANTERBURY UMC - FOOD BANK | |||||||
| 350 OVERBROOK ROAD | BIRMINGHAM | AL | 35213 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| CASSVILLE PANTRY | |||||||
| 800 W 10TH ST | CASSVILLE | MO | 656251099 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| CHARLESTON DAY SCHOOL | |||||||
| 15 ARCHDALE STREET | CHARLESTON | SC | 29401 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| CHILDREN FIRST ALLIANCE OF ALABAMA | |||||||
| PO BOX 5248 | MONTGOMERY | AL | 36103 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| CHILDRENS HARBOR INC | |||||||
| 1600 6TH AVE S | BIRMINGHAM | AL | 35233 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $11,000 | |
| CHILDREN'S OF ALABAMA | |||||||
| 1600 7TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $11,000 | |
| COMMUNITY FOOD BANK OF CENTRAL ALABAMA | |||||||
| 107 WALTER DAVIS DR | BIRMINGHAM | AL | 352092803 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| COMMUNITY FOUNDATION OF NORTHEAST ALABAMA | |||||||
| 1130 QUINTARD AVENUE SUITE 100 | ANNISTON | AL | 36201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| COMMUNITY FURNITURE BANK | |||||||
| 219 DISTRIBUTION DR | BIRMINGHAM | AL | 352096310 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| COMPASSION CAF | |||||||
| 10 N DELAWARE AVE | BEACH HAVEN | NJ | 08008 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CONVERGENT TECHNOLOGY ALLIANCE CENTER | |||||||
| 4525 DOWNS DRIVE SPRATT 111 | ST JOSEPH | MO | 645072246 | GOV | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250,000 | |
| CROHN'S & COLITIS FOUNDATION | |||||||
| 733 THIRD AVENUE STE 510 | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| CROSSROADS CHRISTIAN SCHOOL | |||||||
| 583 OLD COUNTY HOME RD | HENDERSON | NC | 27537 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $253 | |
| CURE SANFILIPPO FOUNDATION | |||||||
| PO BOX 6901 | COLUMBIA | SC | 29260 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $87 | |
| DIG IN YANCEY COMMUNITY GARDEN | |||||||
| PO BOX 1095 | BURNSVILLE | NC | 28714 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $200 | |
| DOWNS SYNDROME AWARENESS GROUP OF EAST TN | |||||||
| PO BOX 53575 | KNOXVILLE | TN | 37950 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $200 | |
| DOWNTOWN JIMMIE HALE MISSION | |||||||
| PO BOX 10472 | BIRMINGHAM | AL | 35220 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $350 | |
| ELEVATE BIRMINGHAM | |||||||
| 700 HUFFMAN RD | BIRMINGHAM | AL | 352157835 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| ELIZABETH INDEPENDENT SCHOOLS | |||||||
| 219 HELM STREET | ELIZABETHTOWN | KY | 42701 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| ELIZABETHTOWN HIGH SCHOOL | |||||||
| 620 N MULBERRY ST | ELIZABETHTOWN | KY | 427011939 | GOV | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| EWI SCHOLARSHIP PROGRAM | |||||||
| 2860 SOUTH 2300 EAST STE 211 | SALT LAKE CITY | IA | 84109 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| FCA AUBURN UNIVERSITY CENTER | |||||||
| PO BOX 68 | AUBURN | AL | 36831 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| FEEDACHILD WNC INC | |||||||
| 151 LAUREL HEIGHTS DRIVE | BURNSVILLE | NC | 28714 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5971 N PATRIOT DRIVE | OWASSO | OK | 74055 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| FRANCIS SHEELEY MEMORIAL FUND | |||||||
| 800 KANSAS AVENUE | ALCHISON | KS | 66002 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| FRIENDS ACROSS NORTH CAROLINA | |||||||
| 1080 BRINKLEY ROAD | CARTHAGE | NC | 28327 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| GIRL SCOUTS OF KENTUCKIANA INC | |||||||
| 2115 LEXINGTON ROAD | LOUISVILLE | KY | 40206 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| GIRLS ON THE RUN | |||||||
| 5540 CENTERVIEW DR STE 204 | RALEIGH | NC | 276068012 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| GRACE HOUSE | |||||||
| 4911 FARRELL AVENUE | FAIRFIELD | AL | 35064 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $105,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| HALEYVILLE METHODIST CHURCH | |||||||
| 2207 9TH AVE | HALEYVILLE | AL | 35565 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| HARDIN COUNTY SCHOOLS | |||||||
| 65 WA JENKINS ROAD | ELIZABETHTOWN | KY | 42701 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $95,500 | |
| HEART GALLERY ALABAMA | |||||||
| 3100 INDEPENDENCE DR STE 200 | BIRMINGHAM | AL | 35209 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| HENRY'S HOME HORSE & HUMAN SANCTUARY | |||||||
| 14368 PERRY ROAD | CONROE | TX | 77302 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| HICA | |||||||
| 117 SOUTHCREST DRIVE | BIRMINGHAM | AL | 35209 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| HOBE SOUND | |||||||
| PO BOX 214 | HOBE SOUND | FL | 33475 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| HOLY FAMILY CRISTO REY CATHOLIC HIGH SCHOOL | |||||||
| 1822 CENTER WAY SOUTH | BIRMINGHAM | AL | 35205 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| HOPE AND VINE | |||||||
| 229 TORTUGA ST | ROLESVILLE | NC | 27571 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| HOPE INSTITUTE | |||||||
| PO BOX 530491 | MOUNTAIN BROOK | AL | 35253 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| HOSPICE OF THE PIEDMONT | |||||||
| 1801 WINCHESTER DR | HIGH POINT | NC | 27262 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| HOSPICE OF THE UPSTATE | |||||||
| 1835 ROGERS RD | ANDERSON | SC | 296212278 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50 | |
| I3 ACADEMY | |||||||
| 230 49TH STREET N | BIRMINGHAM | AL | 35212 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| IMPACT AMERICA | |||||||
| 601 BEACON PARKWAY W SUITE 102 | BIRMINGHAM | AL | 35200 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| INDEPENDENCE PLACE OF ALABAMA INC | |||||||
| PO BOX 1237 | TRUSSVILLE | AL | 35173 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| INTERNATIONAL SCHOLARSHIP & TUITION SERVICES INC | |||||||
| 40 BURTON HILLS BLVD SUITE 170 | NASHVILLE | TN | 37215 | PC | SCHOLARSHIPS FUNDING | $145,000 | |
| INTERNATIONAL TENNIS HALL OF FAME | |||||||
| 194 BELLUVUE AVENUE | NEWPORT | RI | 02840 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| IRREVERENT WARRIORS INC | |||||||
| 10799 W ALAMEDA AVE UNIT 260043 | LAKEWOOD | CO | 80226 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| JASPER FIRST METHODIST CHURCH | |||||||
| 1800 3RD AVENUE | JASPER | AL | 35501 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| JEFF STATE COMMUNITY COLLEGE | |||||||
| 2601 CARSON ROAD | BIRMINGHAM | AL | 35215 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| JOURNEY FORWARD | |||||||
| 5 SHAWMUT RD | CANTON | MA | 02021 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| JUNA OF ALABAMA | |||||||
| 106 CRESTVIEW DRIVE | BIRMINGHAM | AL | 35213 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,000 | |
| JUNIOR ACHIEVEMENT OF GREATER BIRMINGHAM | |||||||
| PO BOX 19307 | BIRMINGHAM | AL | 35219 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $13,697 | |
| JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY | |||||||
| 2842 W 47TH AVE | KANSAS CITY | KS | 66103 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| KING'S HOME | |||||||
| 221 KINGS HOME DRIVE | CHELSEA | AL | 35043 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| LARRY HARRISON FOUNDATION FOR FINANCIAL LITERACY IN SCHOOLS | |||||||
| 118 N HAMILTON STREET | DALTON | GA | 30720 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| LEADERSHIP ALABAMA | |||||||
| PO BOX 631 | MONTGOMERY | AL | 36101 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,500 | |
| LETTERMEN OF THE USA | |||||||
| 1919 OXMOOR ROAD PMB 371 | HOMEWOOD | AL | 35209 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| LEVITE JEWISH COMMUNITY CENTER | |||||||
| 3960 MONTCLAIR RD | MOUNTAIN BROOK | AL | 352132413 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| LIL DREAMS INC | |||||||
| 17857 W 87TH AVENUE | ARVADA | CO | 800077249 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,712 | |
| LOGISTICS OFFICER ASSOCIATION - GOLDEN GATE CHAPTER | |||||||
| PO BOX 2264 | ARLINGTON | VA | 222020264 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| LUSTGARTEN FOUNDATION FOR PANCREATIC CANCER RESEARCH | |||||||
| 415 CROSSWAYA PARK DRIVE SUITE D | WOODBURY | NY | 11797 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| MADE 4 ME INC | |||||||
| 5540 ATLANTIC SPRINGS ROAD SUITE | RALEIGH | NC | 27616 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,000 | 101 |
| MARCH OF DIMES INC | |||||||
| 3500 BLUE LAKES DRIVE 198 | BIRMINGHAM | AL | 35243 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $279 | |
| MARINE CORPS COMMUNITY SERVICES LEJEUNE- NEW RIVER | |||||||
| 1401 WEST RD | CAMP LEJEUNE | NC | 28547 | GOV | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| MAYLAND COMMUNITY COLLEGE | |||||||
| PO BOX 547 | SPRUCE PINE | NC | 28777 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| MAYO CLINIC | |||||||
| 200 1ST STREET SW | ROCHESTER | NY | 55905 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| MCWANE SCIENCE CENTER | |||||||
| 200 NINETEENTH STREET N | BIRMINGHAM | AL | 35203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| MEADS MIRACLES FOUNDATION | |||||||
| 309 LAKE STREET | TRUSSVILLE | AL | 35173 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| MIKE NAFF MEMORIAL GOLF TOURNAMENT | |||||||
| 815 GEORGE EDWARD VIA | BLACKSBURG | VA | 240731459 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $200 | |
| MONTEREY PENINSULA FOUNDATION | |||||||
| 1 LOWER RAGSDALE DRIVE BLD 3 STE | MONTEREY | CA | 93940 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | 100 |
| MOUNTAIN HERITAGE HIGH SCHOOL | |||||||
| 333 MOUNTAIN HERITAGE HIGH SCHOOL | BURNSVILLE | NC | 28714 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $31,491 | RD |
| MOVEMBER FOUNDATION | |||||||
| PO BOX 2040 | SANTA MONICA | CA | 90406 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $256 | |
| M-POWER MINISTRIES | |||||||
| 4022 4TH AVENUE SOUTH | BIRMINGHAM | AL | 35222 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| PO BOX 7410354 | CHICAGO | IL | 606740354 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1101 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | 220 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 1150 SANCTUARY PKWY STE 350 | ALPHARETTA | GA | 300098678 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,050 | |
| NEIGHBORS FEEDING NEIGHBORS FOOD MINISTRY | |||||||
| 14 JACKSTOWN ROAD | SPRUCE PINE | NC | 28777 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $28,000 | |
| NEUSE CHRISTIAN ACADEMY | |||||||
| 7600 FALLS OF NEUSE ROAD | RALEIGH | NC | 27615 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| NORTH CAROLINA HIGH PEAKS TRAIL ASSOCIATION | |||||||
| PO BOX 24 | BURNSVILLE | NC | 28714 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| ONE PLACE METRO ALABAMA FAMILY JUSTICE CENTER | |||||||
| 3613 6TH AVE SOUTH | BIRMINGHAM | AL | 35222 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| OPAL'S DREAM FOUNDATION INC | |||||||
| 1355 BARDSTOWN RD 105 | LOUISVILLE | KY | 40204 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| OUR LADY QUEEN OF THE UNIVERSE | |||||||
| 961 CENTER ST | BIRMINGHAM | AL | 35204 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $67,759 | |
| PCCA EDUCATION AND RESEARCH FOUNDATION | |||||||
| PO BOX 638 | CHURCHTON | MD | 20733 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| PITT HOPKINS RESEARCH FOUNDATION | |||||||
| PO BOX 6257 | PLYMOUTH | MA | 02362 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $750 | |
| PLANET WORD MUSEUM | |||||||
| 925 13TH STREET NW | WASHINGTON | DC | 20005 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| PRESCHOOL PARTNERS | |||||||
| 4447 MONTEVALLO ROAD SOUTH | BIRMINGHAM | AL | 35213 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| PROSPER BIRMINGHAM LLC | |||||||
| 1900 5TH AVE NORTH 30TH FLOOR | BIRMINGHAM | AL | 35203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $645,000 | |
| PUBLIC AFFAIRS RESEARCH COUNCIL OF ALABAMA | |||||||
| 800 LAKESHORE DRIVE BH 219 | BIRMINGHAM | AL | 352293931 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| QUARTERBACKING CHILDREN'S HEALTH FOUNDATION | |||||||
| PO BOX 13067 | BIRMINGHAM | AL | 35202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| QUEST | |||||||
| 2200 BRIARWOOD WAY | BIRMINGHAM | AL | 35243 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| RAILROAD PARK FOUNDATION | |||||||
| PO BOX 13691 | BIRMINGHAM | AL | 35202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| RAMSAY HIGH SCHOOL | |||||||
| 1800 13TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | GOV | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| RECOVERY CENTERS OF THE OZARKS | |||||||
| 411 S PINE ST | HARRISON | AZ | 72601 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| RED MOUNTAIN GRACE | |||||||
| 2120 16TH AVE S STE 201 | BIRMINGHAM | AL | 35205 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| RED MOUNTAIN THEATRE COMPANY | |||||||
| PO BOX 278 | BIRMINGHAM | AL | 35201 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| REDEMPTION LAKE INC | |||||||
| PO BOX 251 | LEITCHFIELD | KY | 42755 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| RESTORATION HOUSE OF GREATER KANSAS CITY | |||||||
| 25713 S STATE RT K | HARRISONVILLE | MO | 64701 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| RISE UP FOUNDATION | |||||||
| 3346 STRATFORD LANE | MONTGOMERY | AL | 36111 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| ROANOKE VALLEY ECONOMIC DEVELOPMENT CENTER | |||||||
| 111 FRANKLIN ROAD SE | ROANOKE | VA | 24011 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF ALABAMA | |||||||
| 1700 4TH AVE SOUTH | BIRMINGHAM | AL | 35233 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| ROTARY CLUB OF BIRMINGHAM | |||||||
| 2019 4TH AVENUE NORTH | BIRMINGHAM | AL | 35203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| SABAN CENTER | |||||||
| 2201 UNIVERSITY BLVD | TUSCALOOSA | AL | 35401 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| SAINT BERNARD PREPARATORY SCHOOL | |||||||
| 1600 SAINT BERNARD DRIVE SE | CULLMAN | AL | 350553057 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000,000 | |
| SAMFORD UNIVERSITY | |||||||
| 800 LAKESHORE DRIVE | BIRMINGHAM | AL | 35229 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $86,500 | |
| SAWYERVILLE DAY CAMP | |||||||
| 521 20TH STREET NORTH | BIRMINGHAM | AL | 35203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| SECOND HARVEST COMMUNITY FOOD BANK | |||||||
| 915 DOUGLAS STREET | SAINT JOSEPH | MO | 64505 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250,000 | |
| SECOND HELPINGS | |||||||
| 1121 SOUTHEASTERN AVENUE | INDIANAPOLIS | IN | 46202 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| SHELBY COUNTY BOARD OF EDUCATION - OAK MOUNTAIN ELEMENTARY | |||||||
| 5640 CAHABA VALLEY RD | BIRMINGHAM | AL | 35242 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $300 | |
| SIDEWALK CINEMA & FILM FESTIVAL | |||||||
| 1821 2ND AVE N | BIRMINGHAM | AL | 352033156 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| SIGMA CHI FOUNDATION | |||||||
| 1714 HINMAN AVE | EVANSTON | IL | 602014517 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| SMALL MAGIC | |||||||
| 351 24TH STREET N 785 | BIRMINGHAM | AL | 35203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| SNAP CATS | |||||||
| 4663 PETALUMA HILL ROAD | SANTA ROSA | CA | 95404 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,690 | |
| SOROPTIMIST INTERNATIONAL OF BARRY COUNTY | |||||||
| PO BOX 368 | CASSVILLE | MO | 656250368 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750402 | DALLAS | TX | 752750402 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000,000 | |
| SPECIAL EQUESTRIANS | |||||||
| 1215 WOODWARD DR | PELHAM | AL | 35124 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| SPECIAL OLYMPICS OF NORTH CAROLINA | |||||||
| 545 AMITY PARK ROAD | SPRUCE PINE | NC | 28777 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| SPRINGVILLE BAND BOOSTERS | |||||||
| PO BOX 963 | SPRINGVILLE | AL | 35146 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50 | |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 SOUTH MAYFLOWER AVENUE SUITE | MONROVIA | CA | 91016 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | 400 |
| ST JOSEPH CHRISTIAN SCHOOL | |||||||
| 5401 GENE FIELD ROAD | ST JOSEPH | MO | 64506 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| STRIVE | |||||||
| 205 EAST 122ND STREET THIRD FLOOR | NEW YORK | NY | 10035 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| STUDIO BY THE TRACKS | |||||||
| PO BOX 101144 | BIRMINGHAM | AL | 35210 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,500 | |
| SUMMIT CHARTER SCHOOL FOUNDATION | |||||||
| PO BOX 2493 | CASHIERS | NC | 28717 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $12,000 | |
| TEAM GLEASON FOUNDATION | |||||||
| 2021 LAKESHORE DRIVE SUITE 120 | NEW ORLEANS | LA | 70122 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| THE BOY SCOUTS OF AMERICA BLUE RIDGE MTNS COUNCIL | |||||||
| PO BOX 7606 | ROANOKE | VA | 240190606 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| THE BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250,000 | |
| THE EXCEPTIONAL FOUNDATION | |||||||
| 1616 OXMOOR ROAD | BIRMINGHAM | AL | 35209 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| THE FOUNDRY MINISTRIES | |||||||
| 1800 4TH AVENUE NORTH | BIRMINGHAM | AL | 35020 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| THE JUNIOR LEAGUE OF BIRMINGHAM | |||||||
| 2212 TWENTIETH AVE SOUTH | BIRMINGHAM | AL | 35223 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| THE JUNIOR LEAGUE OF DES MOINES | |||||||
| 3811 INGERSOLL AVE | DES MOINES | IA | 50312 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $150 | |
| THE LEARNING TREE | |||||||
| 101 S DUBOIS STREET | TALLASSEE | FL | 36078 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| THE LOVELADY CENTER | |||||||
| 7916 2ND AVE SOUTH | BIRMINGHAM | AL | 35206 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| THE MOSAIC LIFE FOUNDATION | |||||||
| 234 OKEECHOBEE W | SANTA ROSA BCH | FL | 324590709 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| THE NEWCOMEN SOCIETY OF ALABAMA | |||||||
| 505 20TH STREET NORTH SUITE 200 | BIRMINGHAM | AL | 35203 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,200 | |
| THE PHOENIX CLUB OF BIRMINGHAM | |||||||
| 2501 20TH PLACE SOUTH SUITE 101 | BIRMINGHAM | AL | 35223 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| THE STOP TRAFFICKING PROJECT | |||||||
| PO BOX 3462 | SHAWNEA | KS | 662039998 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| THE UNIVERSITY OF TENNESSEE FOUNDATION INC | |||||||
| 1525 UNIVERSITY AVE | KNOXVILLE | TN | 37921 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| THE UNIVERSITY OF VIRGINIA COLLEGE FOUNDATION | |||||||
| PO BOX 37963 | BOONE | IA | 50037 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 | |
| THE WELLHOUSE | |||||||
| PO BOX 868 | ODENVILLE | AL | 35120 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| THRIVE APPALACHIA | |||||||
| 169 BLACKBIRD LANE | BURNSVILLE | NC | 28714 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 | |
| TREE FUND | |||||||
| 552 S WASHINGTON ST SUITE 109 | NAPERVILLE | IL | 60540 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 | |
| TURNING POINT | |||||||
| 1881 COUNTY ROAD | THORSBY | AL | 35171 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| UAB ALYS STEPHENS CENTER | |||||||
| 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $30,000 | |
| UAB | |||||||
| 1720 2ND AVENUE SOUTH | BIRMINGHAM | AL | 35294 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,010,500 | |
| UNITED ABILITY INC | |||||||
| 100 OSLO CIRCLE | BIRMINGHAM | AL | 35211 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| UNITED IN CRISIS - KANSAS CITY | |||||||
| 1503 MAIN STREET 214 | GRANDVIEW | MO | 64030 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $550 | |
| UNITED WAY CENTENNIAL CAMPAIGN | |||||||
| PO BOX 320189 | BIRMINGHAM | AL | 35232 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $200,000 | |
| UNITED WAY OF CENTRAL ALABAMA | |||||||
| 3600 8TH AVENUE SOUTH | BIRMINGHAM | AL | 35232 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $349,500 | |
| UNITED WAY OF E-TOWN | |||||||
| 640 NORTH MAIN STREET | ELIZABETHTOWN | KY | 42701 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| UNITED WAY OF GRANVILLE | |||||||
| PO BOX 1542 600 COLLEGE ST RM 220 | OXFORD | NC | 27565 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 | |
| UNITED WAY OF MID-WEST | |||||||
| 118 SOUTH 5TH STREET | ST JOSEPH | MO | 64501 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| UNITED WAY OF SURRY | |||||||
| 141 MOORE AVENUE | MOUNT AIRY | NC | 27030 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| UNIVERSITY OF ALABAMA | |||||||
| PO BOX 870101 | TUSCALOOSA | AL | 35487 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $200 | |
| UNIVERSITY OF VIRGINIA DARDEN SCHOOL OF BUSINESS | |||||||
| PO BOX 7263 | CHARLOTTESVILLE | NC | 229067263 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,271,000 | |
| UNTIED WAY OF ROANOKE | |||||||
| 325 CAMPBELL AVENUE SW | ROANOKE | VA | 24016 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| VAX 2 STOP CANCER | |||||||
| PO BOX 530044 | BIRMINGHAM | AL | 35253 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| VENTURE FOR AMERICA INC | |||||||
| 40 WEST 29TH STREET SUITE 301 | NEW YORK | NY | 10001 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 | |
| VESTAVIA HILLS HIGH SCHOOL | |||||||
| 2235 LIME ROCK ROAD | VESTAVIA | AL | 35216 | GOV | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $125 | |
| VOICE FOR ALABAMA'S CHILDREN | |||||||
| PO BOX 4576 | MONTGOMERY | AL | 36103 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 | |
| VULCAN PARK & MUSEUM | |||||||
| 1701 VALLEY VIEW DRIVE | BIRMINGHAM | AL | 35209 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| WALLACE STATE COMMUNITY COLLEGE | |||||||
| 801 MAIN STREET NORTHWEST | HANCEVILLE | AL | 35077 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 | |
| WEST PALM COMMUNITY GOLF TRUST | |||||||
| 3535 MILITARY TRAIL SUITE 101 | JUPITER | FL | 33450 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 | |
| WREATHS ACROSS AMERICA | |||||||
| 1840 ANGEL POND LANE | LELAND | NC | 28451 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $550 | |
| YMCA CAMP COSBY | |||||||
| 2290 PAUL BEAR BRYANT ROAD | ALPINE | AL | 35014 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 | |
| YMCA OF GREATER BIRMINGHAM | |||||||
| 240 20TH PLACE SOUTH | BIRMINGHAM | AL | 35223 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 | |
| YOUNG LIFE CLEARWATER COVE | |||||||
| PO BOX 70065 | PRESCOTT | AZ | 863047065 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $34,000 | |
| YOUNG LIFE MISSOURI | |||||||
| 321 VA AVE STE B | JOPLIN | MO | 64802 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $11,000 | |
| YOUNG LIFE NORTH SHELBY COUNTY | |||||||
| 1177 POPLAR AVE | MEMPHIS | TN | 38105 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,928,859 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,627,468 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,104,040 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,249,858 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENT INCOME REPORTED ON K-1S | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,322,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,658,583 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,658,583 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL RENTAL COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 INVERNESS CENTER PKWY SUITE 250 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $62,843 | Amt |
| Net Investment Income | $15,711 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,132 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES AND FOUNDATION MANAGERS | IdentifierTxt |
| Form And Line Reference | FORM 990, PART I, LINE 13 | FormAndLineReferenceDesc |
| Medium Explanation | THE WAGES FOR CLAUDIA STYSLINGER DIKEOU AND SARAH STYSLINGER ARE PAID BY ALTEC INC. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SPDR BLOOMBERG 1-3 MONTH | BondNm |
| EOY Book Value | $21,958 | EOYBookValueAmt |
| EOYFMV | $21,943 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (247 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3I GROUP PLC ADR | $29,502 | $32,250 |
| ABBOTT LABS | $12,164 | $13,573 |
| ABBOTT LABS | $33,168 | $35,743 |
| ABBVIE INC COM | $17,203 | $20,791 |
| ACCENTURE PLC IRELAND CL A | $24,953 | $31,309 |
| ACCENTURE PLC IRELAND CL A | $3,700 | $4,573 |
| ADOBE INC (DELAWARE) | $29,687 | $34,685 |
| ADYEN N V ADR | $19,215 | $22,503 |
| AFLAC INC | $5,274 | $6,620 |
| AIRBNB INC CL A | $24,503 | $29,042 |
| AIRBUS | $618,544 | $1,066,147 |
| ALLEGION PLC | $12,684 | $16,727 |
| ALPHABET INC | $212,769 | $782,328 |
| ALPHABET INC CL C | $30,101 | $59,417 |
| ALTRIA GROUP INC | $23,999 | $26,877 |
| AMAZON COM INC | $52,698 | $114,083 |
| AMAZON.COM | $513,622 | $1,165,400 |
| AMERICAN HOMES 4 RENT CLA | $33,780 | $35,774 |
| AMERPRISE FINANCIAL INC | $19,364 | $34,608 |
| AMETEK INC | $3,358 | $3,605 |
| ANALOG DEVICES INC | $24,631 | $33,569 |
| ANSYS INC | $1,981 | $2,699 |
| AON PLC CL A | $12,650 | $16,162 |
| APOLLO GLOBAL MGMT INC | $536,294 | $568,646 |
| APPLE INC | $39,803 | $43,573 |
| APPLIED MATERIALS INC | $14,588 | $26,346 |
| ARCH CAPITAL GROUP LTD | $20,765 | $28,536 |
| ARCH CAPITAL GROUP LTD | $5,904 | $9,512 |
| ARES MANAGEMENT CORP CL | $4,567 | $7,612 |
| ASM INTL NV EUR | $7,264 | $18,213 |
| ASML HLDG NV SPON ADR | $16,096 | $23,565 |
| ASPEN TECHNOLOGY INC | $18,544 | $20,719 |
| ASTRAZENECA PLC SPON ADR | $26,172 | $27,387 |
| ATLASSIAN CORP CL A | $14,086 | $23,364 |
| AUTODESK INC | $4,133 | $5,911 |
| AUTOMATIC DATA PROCESSING INC | $25,572 | $32,786 |
| AUTOZONE INC | $25,834 | $35,222 |
| AVERY DENNISON CORP | $26,151 | $26,198 |
| BAE SYSTEMS PLC SPON ADR | $20,071 | $21,949 |
| BECTON DICKINSON & CO | $16,683 | $16,335 |
| BENTLEY SYSTEMS INC CL B | $18,677 | $24,704 |
| BERKLEY W R CORP | $2,585 | $2,809 |
| BERKLEY W R CORP | $18,227 | $23,701 |
| BERRY GLOBAL GROUP INC | $18,945 | $26,062 |
| BJS WHSL CLUB HLDGS INC | $12,925 | $15,100 |
| BOOZ ALLEN HAMILTON HLDG CORP | $16,456 | $20,335 |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | $8,953 | $14,965 |
| BROADCOM INC | $9,848 | $48,455 |
| BROOKFIELD ASSET MGMT LTD CL A CAD | $3,087 | $4,931 |
| BROOKFIELD CORP CL A CAD | $15,322 | $25,853 |
| BROOKFIELD INFRASTRUCTURE A CAD | $13,497 | $13,603 |
| BROOKFIELD RENEWABLE COR CAD | $5,186 | $4,121 |
| BROWN & BROWN INC | $10,227 | $16,833 |
| CANADIAN NAT RESOURCES LTD CAD | $17,225 | $16,732 |
| CANADIAN PAC RAILWAY LTD CAD | $27,426 | $26,777 |
| CARMAX INC | $9,431 | $9,484 |
| CARRIER GLOBAL CORP | $25,547 | $34,403 |
| CBRE GROUP INC CL A | $7,482 | $12,735 |
| CCC INTELLIGENT SOLUTIONS HLDG | $5,021 | $4,891 |
| CHARLES RIVER LABORATORIES | $17,113 | $15,506 |
| CHEMED CORP NEW | $12,076 | $13,775 |
| CHEVRON CORP | $16,447 | $15,063 |
| CHOICE HOTELS INTL INC NEW | $16,218 | $18,883 |
| CIENA CORP NEW | $25,760 | $36,214 |
| CINTAS CORP | $22,297 | $39,463 |
| CLEAN HARBORS INC | $23,368 | $46,488 |
| COMPASS GROUP PLC SPON ADR | $18,600 | $22,001 |
| COPART INC | $12,342 | $24,104 |
| CORTEVA INC | $43,107 | $41,809 |
| COSTAR GROUP INC | $15,770 | $15,249 |
| COSTAR GROUP INC | $13,178 | $13,029 |
| COTERRA ENERGY INC | $23,576 | $25,234 |
| COUPAND INC | $23,183 | $24,024 |
| CRH PLC ORD SHS | $39,579 | $46,630 |
| CROWN CASTLE INTL CO | $1,646,855 | $860,560 |
| CSX CORPORATION | $32,680 | $33,754 |
| CUBESMART SBI | $19,259 | $19,197 |
| DIAMOND ENERGY INC | $32,231 | $27,196 |
| DIGITAL REALTY TRUST | $1,637,495 | $1,991,439 |
| DOMINO'S PIZZA INC | $7,764 | $9,235 |
| ELEVANCE HEALTH INC | $45,431 | $34,677 |
| ENTEGRIS INC | $1,587 | $1,387 |
| EQUIFAX INC | $15,125 | $20,643 |
| EVEREST GROUP LTD BERMUDA | $30,110 | $28,997 |
| EXPERIAN PLC SPON ADR | $11,414 | $15,853 |
| EXPONENT INC | $13,477 | $12,741 |
| FAIR ISAAC CORP | $11,788 | $15,927 |
| FAIR ISAAC CORP | $2,353 | $9,955 |
| FASTENAL CO | $3,773 | $5,537 |
| FERGUSON PLC | $14,616 | $19,613 |
| FERGUSON PLC | $11,825 | $17,531 |
| FERRARI N V EUR | $17,289 | $38,236 |
| FLOOR & DCOR HLDS INC CL A | $1,527 | $1,496 |
| GALLAGHER ARTHUR J & CO | $5,623 | $5,677 |
| GARTNER INC | $7,776 | $11,627 |
| GARTNER INC | $8,173 | $13,081 |
| GE AEROSPACE | $39,210 | $39,529 |
| GOLDMAN SACHS GROUP INC | $8,348 | $13,743 |
| GRACO INC | $2,073 | $2,107 |
| GRAPHIC PACKAGING HOLDING | $22,569 | $28,844 |
| HEICO CORP NEW CL A | $15,413 | $22,888 |
| HENRY JACK & ASSOC INC | $19,479 | $18,582 |
| HERSHEY CO | $34,543 | $27,773 |
| HILTON WORLDWIDE HOLDINGS INC | $13,397 | $24,469 |
| HOME DEPOT INC | $20,624 | $26,840 |
| HYATT HOTELS CORP CL A | $2,679 | $4,709 |
| ICICI BANK LTD SPON ADR | $16,978 | $22,873 |
| ICON PLC EUR | $30,489 | $30,198 |
| IDEXX LABS | $2,747 | $3,308 |
| INTERACTIVE BROKERS GROUP INC | $11,489 | $29,327 |
| INTUIT | $24,892 | $37,710 |
| IRON MTN INC | $1,843,889 | $5,546,345 |
| ISHARES MSCI EAFE ETF | $12,249,803 | $12,727,493 |
| ISHARES MSCI EMERGING | $4,153,848 | $3,414,911 |
| ISHARES RUSSELL 2000 | $16,308,545 | $20,946,413 |
| JOHNSON & JOHNSON COM | $1,880 | $1,880 |
| KIRBY CORPORATION | $34,729 | $32,798 |
| KKR & CO INC CL A | $8,232 | $25,293 |
| KNIGHT-SWIFT TRANSN HLDGS INC CLA | $13,411 | $14,480 |
| LENNAR CORP CL A | $5,073 | $8,728 |
| LENNOX INTL INC | $13,182 | $33,512 |
| LIBERTY MEDIA CORP - LIBERTY FORMULA ONE SER A | $2,015 | $2,605 |
| LIBERTY MEDIA CORP - LIBERTY FORMULA ONE SER C | $4,801 | $7,320 |
| LILLY ELI & CO | $25,772 | $28,564 |
| LINDE PLC NEW | $3,980 | $3,768 |
| LINDE PLC NEW | $18,083 | $23,864 |
| LIVE NATION ENTERTAINMENT INC | $8,189 | $12,691 |
| LKQ CORP NEW | $52,469 | $40,609 |
| LOWES COMPANIES INC | $125,997 | $412,896 |
| LOWES COMPANIES INC | $30,293 | $37,760 |
| LPL FINL HLDGS INC COM | $20,192 | $28,406 |
| MARKEL CORP (HOLDING CO) | $9,947 | $13,810 |
| MARSH & MCLENNAN COS INC | $36,819 | $38,871 |
| MARSH & MCLENNAN COS INC | $16,826 | $18,267 |
| MARTIN MARIETTA MATERIALS INC | $10,474 | $12,396 |
| MASCO CORP | $24,182 | $33,237 |
| MASTERCARD INC CL A | $26,945 | $44,232 |
| MASTERCARD INC CL A | $28,833 | $46,865 |
| MCKESSON CORP | $36,737 | $41,034 |
| MEITUAN ADR | $40,765 | $31,436 |
| MERCADOLIBRE INC | $14,376 | $17,004 |
| MERCK & CO INC COM | $8,402 | $8,456 |
| META PLATFORMS INC CL A | $548,243 | $563,261 |
| METLIFE INC | $13,259 | $16,294 |
| MICROCHIP TECHNOLOGY INC | $6,196 | $5,563 |
| MICROCHIP TECHNOLOGY INC | $38,115 | $27,987 |
| MICROSCHIP TECHNOLOGY INC | $35,949 | $30,223 |
| MICROSOFT CORP | $22,891 | $39,621 |
| MICROSOFT CORP | $47,784 | $69,126 |
| MICROSOFT CORP | $20,313 | $35,406 |
| MICROSOFT CORP | $211,325 | $810,966 |
| MITSUBISHI HEAVY INDS LTD ADR | $25,341 | $29,127 |
| MONDAY COM LTD | $18,560 | $20,248 |
| MOODY'S CORP | $26,296 | $45,444 |
| MOODY'S CORP | $2,284 | $3,787 |
| MOODYS CORP | $678,230 | $811,356 |
| MSCI INC | $8,992 | $10,800 |
| MSCI INC | $36,690 | $47,401 |
| MSCI INC | $28,406 | $32,401 |
| NASDAQ INC | $11,527 | $16,312 |
| NETFLIX INC | $13,095 | $42,783 |
| NORDSON CORP | $19,853 | $18,204 |
| NOVO NORDISK ADR DENMARK ADR | $14,565 | $13,505 |
| NOVO NORDISK ADR DENMARK ADR | $25,628 | $41,978 |
| NU HOLDINGS LTD CL A | $17,792 | $16,649 |
| OLD DOMINION FRIEGHT LINES INC | $38,278 | $38,455 |
| OLLIE'S BARGAIN OUTLET HOLDINGS | $12,090 | $14,594 |
| ORACLE CORP | $46,826 | $47,492 |
| O'REILLY AUTOMOTIVE INC | $13,752 | $21,344 |
| PAYCOM SOFTWARE INC | $14,829 | $16,193 |
| PEPSICO INC | $35,045 | $30,716 |
| PERIMETER SOLUTIONS SA | $1,455 | $2,019 |
| PINNACLE FINANCIAL PARTNERS INC | $21,741 | $34,088 |
| POOL CORP | $22,070 | $22,502 |
| PPG INDUSTRIES INC | $36,930 | $31,176 |
| PROCORE TECHNOLOGIES INC | $3,219 | $2,847 |
| PROGRESSIVE CORP OHIO | $2,943 | $5,511 |
| PROGRESSIVE CORP OHIO | $25,469 | $46,964 |
| PROLOGIS INC | $1,641,242 | $1,585,166 |
| PUBLIC STORAGE | $1,738,882 | $2,110,984 |
| RAYMOND JAMES FINANCIAL CORP | $28,660 | $38,833 |
| RB GLOBAL INC | $31,611 | $42,399 |
| ROCKWELL AUTOMATION INC NEW | $14,153 | $14,004 |
| ROLLINS INC | $14,888 | $18,911 |
| ROLLS ROYCE HOLDINGS PLC SPON ADR | $31,479 | $30,263 |
| ROPER TECHNOLOGIES INC | $10,004 | $12,476 |
| ROSS STORES INC | $2,327 | $3,177 |
| RYAN SPECIALTY HOLDINGS INC CL A | $1,547 | $1,476 |
| S&P GLOBAL INC | $638,049 | $780,911 |
| SAFRAN SA ADR | $33,883 | $39,022 |
| SAFRAN SA EURO.20 | $718,882 | $930,790 |
| SAIA INC | $9,573 | $15,951 |
| SAP SE SPON ADR | $37,896 | $37,916 |
| SBA COMMUNICATIONS CORP NEW REIT | $2,052 | $1,630 |
| SCHNEIDER ELEC SE UNSPONSORED ADR | $13,404 | $23,827 |
| SCHWAB CHARLES CORP | $800,827 | $913,505 |
| SCHWAB CHARLES CORP NEW | $31,731 | $40,631 |
| SCOTTS MIRACLE-GRO CO CL A | $10,017 | $11,278 |
| SEA LTD ADR | $27,956 | $39,894 |
| SERVICENOW INC | $17,785 | $45,585 |
| SHERWIN WILLIAMS CO | $27,522 | $41,132 |
| SHOPIFY INC CL A | $29,463 | $44,659 |
| SIEMENS ENERGY AG ADR | $25,052 | $26,359 |
| SITEONE LANDSCAPE SUPPLY INC | $11,602 | $13,177 |
| SPDR S&P 500 ETF | $34,222,500 | $52,073,307 |
| SPOTIFY TECHNOLOGY SA EUR | $23,453 | $36,238 |
| STARBUCKS CORP | $330,695 | $309,246 |
| STERIS PLC | $20,438 | $23,228 |
| SUN COMMUNITIES | $1,748,384 | $1,362,256 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $37,667 | $52,335 |
| TELEDYNE TECHNOLOGIES INC | $13,587 | $16,709 |
| TEMPUR SEALY INTL INC | $26,566 | $29,309 |
| TERADYNE INC | $10,293 | $15,740 |
| THE COPPER COMPANIES INC | $18,208 | $23,534 |
| THERMO FISHER SCIENTIFIC INC | $35,461 | $35,376 |
| THERMO FISHER SCIENTIFIC INC | $38,473 | $35,376 |
| THOR INDUSTRIES INC | $15,547 | $18,185 |
| TRANSDIGM GROUP INC | $13,476 | $25,346 |
| TYLER TECHNOLOGIES INC | $6,318 | $10,380 |
| UBER TECHNOLOGIES | $597,230 | $577,383 |
| UBS GROUP AG | $19,939 | $19,769 |
| UNITED HEALTH GROUP | $16,304 | $15,682 |
| UNITED HEALTH GROUP | $38,519 | $37,434 |
| UNITED HEALTH GROUP | $40,641 | $38,951 |
| UNITED HEALTH GROUP | $457,951 | $840,233 |
| UNIVERSAL DISPLAY CORP | $20,363 | $13,450 |
| VAIL RESORTS INC | $4,641 | $3,936 |
| VALERO ENERGY CORP NEW | $26,049 | $22,557 |
| VEEVA SYSTEMS INC CL A | $8,535 | $9,251 |
| VENTAS INC | $1,878,483 | $2,249,237 |
| VERALTO CORP | $1,210 | $1,222 |
| VERISIGN INC | $1,617 | $1,656 |
| VERISK ANALYTICS INC | $2,402 | $3,581 |
| VISA INC | $36,361 | $53,411 |
| VISA INC | $25,785 | $41,085 |
| VISA INC | $665,545 | $1,012,276 |
| VULCAN MATERIALS CO NEW | $12,680 | $18,263 |
| WASTE CONNECTIONS INC CAD | $4,841 | $4,633 |
| WASTE CONNECTIONS INC CAD | $12,182 | $15,614 |
| WATERS CORP | $3,313 | $4,081 |
| WATSCO INC | $13,321 | $22,747 |
| WIX COM LTD ILS | $983 | $2,575 |
| WORKDAY INC CL A | $23,175 | $26,835 |
| ZEBRA TECHNOLOGIES CORP CL A | $18,398 | $23,946 |
| ZOETIS INC | $34,507 | $36,170 |
| ZOETIS INC | $34,537 | $33,238 |
| ZURN ELKAY WATER SOLUTION CORP | $15,722 | $20,851 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BREP EUROPE VI (ALBERTA) (AIV-SH) LP | AT COST | $1,889,912 | $2,294,509 |
| CATALIO NEXUS FUND III, LP | AT COST | $1,883,921 | $1,993,519 |
| CATALIO STRUCTURED OPPORTUNITIES FUND I, LP | AT COST | $405,504 | $720,053 |
| CENTENNIAL REAL ESTATE FUND VI LP | AT COST | $2,018,716 | $2,018,716 |
| CENTENNIAL REAL ESTATE FUND VII, LP | AT COST | $1,365,085 | $1,365,085 |
| CLEARVUE PARTNERS II, LP | AT COST | $1,749,304 | $1,376,384 |
| CLEARVUE PARTNERS III, LP | AT COST | $1,014,092 | $1,182,266 |
| COATUE CT 97, LLC | AT COST | $1,020,000 | $201,144 |
| COATUE OFFSHORE FUND, LTD | AT COST | $2,000,000 | $5,508,246 |
| COATUE SMART TRANSPORTATION & OFFSHORE FEEDER FUND I, LP | AT COST | $1,996,722 | $4,209,257 |
| COSTANOA VENTURE CAPITAL I, LP | AT COST | $0 | $1,244,276 |
| COSTANOA VENTURES IV, LP | AT COST | $1,210,114 | $2,170,466 |
| COSTANOA VENTURES OPPORTUNITY FUND II LP | AT COST | $1,330,446 | $2,035,445 |
| COSTANOA VENTURES OPPORTUNITY FUND, LP | AT COST | $564,004 | $1,526,667 |
| COSTONOA VENTURES OPPORTUNITY FUND III, LP | AT COST | $696,180 | $766,279 |
| COSTONOA VENTURES V, LP | AT COST | $597,774 | $552,680 |
| FORAGER FUND | AT COST | $1,000,000 | $1,435,065 |
| FRANKLIN TALOS, LP | AT COST | $951,002 | $1,377,842 |
| GRAND PRAIRIE PARTNERS, LLC | AT COST | $1,400,000 | $1,400,000 |
| HARLEM CAPITAL PARTNERS VENTURE FUND II, LP | AT COST | $625,000 | $410,715 |
| KEMMONS WILSON HOSPITALITY PARTNERS II, LP | AT COST | $1,678,710 | $1,562,770 |
| KEMMONS WILSON HOSPITALITY PARTNERS LP | AT COST | $1,140,789 | $1,402,214 |
| KHOSLA VENTURES VII, LP | AT COST | $788,000 | $695,817 |
| KNOLL VENTURES FUND I, LP | AT COST | $722,024 | $732,616 |
| KNOLL VENTURES FUND II, LP | AT COST | $220,000 | $193,818 |
| MCF3A LIMITED PARTNERSHIP | AT COST | $1,644,329 | $1,644,329 |
| OLD WELL PARTNERS FUND, LTD | AT COST | $2,000,000 | $1,986,948 |
| PETERSON PRIVATE EQUITY IX, LP | AT COST | $3,261,362 | $3,600,488 |
| PETERSON PRIVATE EQUITY X LP | AT COST | $701,041 | $2,056,855 |
| PIVOTAL WN PARTNERS, LLC | AT COST | $1,000,000 | $1,000,000 |
| PROSPER FUND I, LP | AT COST | $112,952 | $83,336 |
| QUAD-C PARTNERS X, LP | AT COST | $763,348 | $1,041,179 |
| SILVER LAKE ALPINE (OFFSHORE) LP | AT COST | $2,919,249 | $4,433,076 |
| SOLAREIT FUND I LP | AT COST | $1,827,253 | $1,819,661 |
| SOMERAROAD PENDRY NASHVILLE | AT COST | $666,667 | $666,667 |
| SW NEIGHBORHOOD CENTERS II LLC | AT COST | $1,647,165 | $2,250,341 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $54,650 | LegalFeesAmt |
| Net Investment Income | $13,663 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,987 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,574 | $1,574 | $0 |
| PASSTHROUGH EXPENSES | $610,228 | $610,228 | $0 |
| MISCELLANEOUS EXPENSE | $1,490 | $0 | $1,490 |
| DISASTER RELIEF | $544,086 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| IRS REFUND | $109 | $0 | $109 |
| PFIC DISTRIBUTIONS BREP EUROPE VI | $3,562 | $3,562 | $3,562 |
| PFIC DISTRIBUTIONS SILVER LAKE ALPINE | $1,100,369 | $1,100,369 | $1,100,369 |
| ALTERNATIVE INVESTMENT INCOME REPORTED ON K-1S | -$1,322,783 | -$1,322,783 | -$1,322,783 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE - ALTERNATIVE INVESTMENTS | $8,838 |
| BOOK/TAX DIFFERENCE - BROKERAGE | $98,020 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES - FIDELITY | $85,469 | $85,469 | $0 |
| ADVISORY FEES - UBS | $54,998 | $54,998 | $0 |
| SCHOLARSHIP ADMINISTRATION FEES | $25,000 | $0 | $25,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $37,334 | $0 | $0 |
| FOREIGN TAXES - FIDELITY | $5,381 | $5,381 | $0 |
| FOREIGN TAXES - SCHWAB | $36,910 | $36,910 | $0 |
| FOREIGN TAXES - UBS | $1,944 | $1,944 | $0 |
| STATE TAXES | $7,862 | $0 | $0 |