CATRANIS FAM CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CATRANIS FAM CHARITABLE FOUNDATION INC (EIN 20-0410904)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201721329349102067
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T13:50:41-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630191630 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH DUKES & BUCKALEW LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 AIRPORT BLVD | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 366081667 | 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 | 200410904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATRANIS FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATR | BusinessNameControlTxt |
| Phone | 2514718000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2033 AIRPORT BOULEVARD NO D | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 366061366 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICK CATRANIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2514718000 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLIFTON T JACKSON | PreparerPersonNm |
| PTIN | P01269673 | PTIN |
| Phone | 2513431200 | PhoneNum |
| Preparation | 2017-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.85.214.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 13:31:50 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BF1F3574D88F2EA62B91AA61DA27BA60EE6E9F68 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9BA496D6AE9E1E7F46B6FDDC09A36B0182A4C514 | 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 | $1,630,779 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,091 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,091 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,789 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,877 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,877 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $176,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,041 | 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 | $795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $795 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $546 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $116 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $795 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,925 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $110,053 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $219,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $219,662 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,160,363 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,164,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,411,117 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,172 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,172 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,270,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,383,795 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,630,779 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,270,416 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,383,795 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,270,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,383,795 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,270,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,383,795 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,270,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,383,832 | SubtotalAmt |
| Other Decreases | $37 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,383,795 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $31 | $31 | $0 | $0 |
| PUBLICLY TRADED SECURITIES | P | $53,587 | $38,126 | $15,461 | $15,461 |
| CAPITAL GAINS DIVIDENDS | P | $17,416 | $17,416 | $17,416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,877 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,946 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,268,563 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042525 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,132,179 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040431 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,287 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $902,861 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044621 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,349 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $853,502 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040245 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $694,690 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038506 | DistributionYr5Rt |
| Total Distribution | 0.206328 | TotalDistributionRt |
| Average Distribution | 0.041266 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,356,321 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,970 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $739 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,709 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,795 | 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 | $739 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $739 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $739 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $841 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $841 | TotalPaymentsAndCreditsAmt |
| Overpayment | $102 | OverpaymentAmt |
| Applied To ES Tax | $102 | 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 |
| Individual With Books | NICK T CATRANIS | IndividualWithBooksNm |
| Phone | 2514718000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2033 AIRPORT BOULEVARD SUITE D | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 366061366 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| NICK T CATRANIS | ||||||||
| 233 B MCGREGOR AVENUE SOUTH | MOBILE | AL | 36608 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ETHEL P CATRANIS | ||||||||
| 233 B MCGREGOR AVENUE SOUTH | MOBILE | AL | 36608 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| THEODORE N CATRANIS MD | ||||||||
| 264 COLLEGE LANE | MOBILE | AL | 36608 | TREASURER | 0.00 | $0 | $0 | $0 |
| GEORGE N CATRANIS | ||||||||
| 233 A MCGREGOR AVENUE SOUTH | MOBILE | AL | 36608 | SECRETARY | 0.00 | $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 | $1,238,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,466 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,376,976 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,376,976 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,356,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $739 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $739 | TotalTaxAmt |
| Distributable Before Adj | $67,077 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,077 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,077 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,795 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,795 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $739 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,056 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,046 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,795 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,046 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,749 | 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 | $65,328 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NICK T CATRANIS | ContributingManagerNm |
| Contributing Manager | ETHEL P CATRANIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLUE DOME FOUNDATION | |||||||
| 2033 AIRPORT BLVD STE D | MOBILE | AL | 36606 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CAMP RAP A HOPE | |||||||
| 2701 AIRPORT BLVD | MOBILE | AL | 36606 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| CATHOLIC SOCIAL SERVICES | |||||||
| 400 GOVERNMENT ST | MOBILE | AL | 36604 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| CHILD ADVOCACY CENTER | |||||||
| 1351 SPRINGHILL AVE | MOBILE | AL | 36604 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GREEK ORTHODOX METROLPOLIS OF ATLANTA | |||||||
| 2480 CLAIRMONT RD NE | ATLANTA | GA | 30329 | N/A | PUBLIC CHARITY | FAMILY CAMP FOR SPECIAL NEEDS | $2,000 |
| MITCHELL CANCER CENTER | |||||||
| 307 UNIVERSITY BLVD N | MOBILE | AL | 36688 | N/A | PUBLIC CHARITY | ANNUAL GO RUN | $20,000 |
| ORTHODOX CHRISTIAN NETWORK | |||||||
| PO BOX 4690 | FT LAUDERDALE | FL | 33338 | N/A | PUBLIC CHARITY | UNRESTRICTED | $500 |
| PENELOPE HOUSE | |||||||
| PO BOX 9127 | MOBILE | AL | 36691 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| ST ANTHANASIOS GREEK ORTHODOX CHURCH | |||||||
| 220 E 20TH AVE | GULF SHORES | AL | 36542 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| THE LEARNING TREE | |||||||
| PO BOX 9428 | MOBILE | AL | 366190428 | N/A | PUBLIC CHARITY | IPADS AND/OR BICYCLES FOR WOODY'S SONG | $2,000 |
| THE VILLAGE OF SPRING HILL | |||||||
| 4358-B OLD SHELL RD | MOBILE | AL | 36608 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| VICTORY HEALTH PARTNERS | |||||||
| 3750 PROFESSIONAL 9KWY | MOBILE | AL | 36609 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| YOUNG LIFE | |||||||
| 7171 COTTAGE HILL RD | MOBILE | AL | 36695 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| WOMEN'S RESOURCE CENTER | |||||||
| 718 DOWNTOWNER LOOP WEST | MOBILE | AL | 36609 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| WILMER HALL CHILDREN'S HOME | |||||||
| 3811 OLD SHELL RD | MOBILE | AL | 36608 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,091 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,789 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,877 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $76,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,757 | 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 | NICK AND ETHEL CATRANIS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 B MCGREGOR AVENUE SOUTH | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $795 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $795 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,164,133 | EOYBookValueAmt |
| EOYFMV | $1,411,117 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING DIFFERENCE | Desc |
| Amt | $37 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID - WELLS FARGO | $116 | $116 | $0 |
| 2016 ESTIMATED TAXES | $430 | $0 | $0 |