BRUNO RUMORE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BRUNO RUMORE FOUNDATION (EIN 26-0300098)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-28
- IRS object ID
- 201741189349100419
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-28T14:11:21-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 COLONNADE PARKWAY SUITE 300 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | 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 | 260300098 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUNO-RUMORE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUN | BusinessNameControlTxt |
| Phone | 2058235544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2664 VESCLUB CIRCLE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL B RUMORE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2058235544 | PhoneNum |
| Signature | 2017-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID COMPHER | PreparerPersonNm |
| PTIN | P00369019 | PTIN |
| Phone | 2059337822 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.150.235.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-21 | IPDt |
| IP Tm | 09:05:16 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BE14E3920A798D7C92908BBD41684234CB1D3E3E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 465289BC282BB41F23D9BF37E3BCEF7327E4990B | 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 | $9,661,016 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,675 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,675 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $418,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $418,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,191 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $451,242 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $451,242 | 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 | $2,523 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,261 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,262 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,208 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,208 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,262 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $345,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $345,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $434,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $347,012 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,761 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $363,773 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $548,643 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $472,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $472,400 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $277,796 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $284,158 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $277,796 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $277,796 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $8,079,260 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,178,626 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,910,820 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,882 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,882 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $8,912,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,928,822 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,661,016 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,912,061 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,928,822 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,912,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,928,822 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,912,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,928,822 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,912,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,761 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,928,822 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,928,822 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ROYCE DIVIDEND VALUE FUND | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $300,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $272,809 | CostOrOtherBasisAmt |
| Gain Or Loss | $27,191 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $27,191 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,191 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $591,909 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,275,136 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $470,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,243,086 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045972 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $524,849 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,965,609 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052666 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $478,394 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,576,593 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049955 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $436,493 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,692,212 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045035 | DistributionYr5Rt |
| Total Distribution | 0.257445 | TotalDistributionRt |
| Average Distribution | 0.051489 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,765,767 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $451,341 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,638 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $454,979 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $347,012 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,339 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,339 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,064 | OverpaymentAmt |
| Applied To ES Tax | $2,064 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2059337822 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 COLLONADE PARKWAY SUITE 300 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROL B RUMORE | ||||||||
| 2664 VESCLUB CIRCLE | BIRMINGHAM | AL | 35216 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHILLIP RUMORE | ||||||||
| 2664 VESCLUB CIRCLE | BIRMINGHAM | AL | 35216 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINA M HARE | ||||||||
| 2664 VESCLUB CIRCLE | BIRMINGHAM | AL | 35216 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,394,369 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $504,887 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,899,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,899,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,765,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $438,288 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $438,288 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,275 | TotalTaxAmt |
| Distributable Before Adj | $431,013 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $431,013 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $431,013 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $347,012 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $347,012 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $347,012 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $431,013 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $333,028 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $347,012 | QualifyingDistributionsAmt |
| Applied To Year1 | $333,028 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,984 | 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 | $417,029 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BIBLE CHRISTIAN SOCIETY | ||||||||||||
| PO BOX 424 | BIRMINGHAM | AL | 35127 | N/A | PUBLIC CHARITY | CATHOLIC CHARITIES | $10,000 | |||||
| BIRMINGHAM BOYS CHOIR | ||||||||||||
| 3205 MONTE DESTE WAY | BIRMINGHAM | AL | 35216 | N/A | PUBLIC CHARITY | RELIGIOUS | $10,000 | |||||
| BISHOP'S HOUSE PALAI | ||||||||||||
| N/A | PUBLIC CHARITY | RELIGIOUS | $15,000 | PB NO 18 | KERALA | KOTTAYAM | IN | 686575 | ||||
| CAPUCHIN FRIARS OF THE PROVINCE OF ST AUGUSTINE | ||||||||||||
| 220 37TH STREET | PITTSBURGH | PA | 15201 | N/A | PUBLIC CHARITY | SUPPORT PROGRAMS | $20,000 | |||||
| CATHOLIC MEDIA PARTNERSHIP | ||||||||||||
| 303 E STATE STREET | SYCAMORE | IL | 60178 | N/A | CATHOLIC CHARITY | RELIGIOUS | $20,000 | |||||
| CHILDRENS HOSPITAL FOUNDATION | ||||||||||||
| 1600 7TH AVE SOUTH | BIRMINGHAM | AL | 35233 | N/A | PRIVATE FOUNDATION | SUPPORT PROGRAMS | $300 | |||||
| HARD AS NAILS MINISTRY | ||||||||||||
| 4471 ONONDAGA BLVD | SYRACUSE | NY | 13219 | N/A | PUBLIC CHARITY | RELIGIOUS | $5,500 | |||||
| HOLY SPIRIT CATHOLIC CHURCH | ||||||||||||
| 733 JAMES I HARRISON PKWY | TUSCALOOSA | AL | 35405 | N/A | PUBLIC CHARITY | RELIGIOUS | $3,000 | |||||
| ITALIAN AMERICAN HERITAGE SOCIETY | ||||||||||||
| PO BOX 425 | MCCALLA | AL | 35111 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||||
| JOHN CARROLL CATHOLIC HS | ||||||||||||
| 300 LAKESHORE PARKWAY | BIRMINGHAM | AL | 35209 | N/A | PRIVATE | EDUCATION | $9,000 | |||||
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||||||
| 14 OFFICE PARK CIRCLE SUITE 115 | BIRMINGHAM | AL | 35223 | N/A | PRIVATE | RESEARCH | $2,000 | |||||
| MISSIONARIES OF MARY | ||||||||||||
| 4425 W 63RD STSTE 100 | CHICAGO | IL | 60629 | N/A | PUBLIC CHARITY | RELIGIONS | $5,000 | |||||
| MISSIONARIES OF OUR MOTHER (MOME) | ||||||||||||
| 130 THREE PONDS DRIVE | POPLARVILLE | MS | 39470 | N/A | PUBLIC CHARITY | RELIGIOUS | $21,000 | |||||
| MOTHER VIKASA SOCIAL SERVICES SOCIETY | ||||||||||||
| N/A | PRIVATE | RELIGIOUS | $15,000 | WARANGAL DT | ANDHRA PRADESH | IN | ||||||
| MSGR EUGENE O'CONNOR SCHOLARSHIP | ||||||||||||
| 7921 1ST AVE N | BIRMINGHAM | AL | 35206 | N/A | PRIVATE FOUNDATION | EDUCATION | $25,000 | |||||
| NATIONAL CATHOLIC REGISTER | ||||||||||||
| PO BOX 100699 | IRONDALE | AL | 35210 | N/A | PUBLIC CHARITY | SUPPORT PROGRAMS | $3,320 | |||||
| ORANGE BEACH VOLUNTEER FIRE DEPARTMENT | ||||||||||||
| 27280 CANAL ROAD | ORANGE BEACH | AL | 36561 | N/A | GOVERNMENT ENTITY | GENERAL FUND | $500 | |||||
| OUR LADY OF GUADALUPE SEMINARY | ||||||||||||
| 7880 WEST DENTON ROAD | DENTON | NE | 68339 | N/A | PRIVATE | EDUCATION | $26,000 | |||||
| OUR LADY OF SORROWS CATHOLIC CHURCH | ||||||||||||
| 1728 OXMOOR ROAD | HOMEWOOD | AL | 35209 | N/A | PUBLIC CHARITY | RELIGIOUS | $19,500 | |||||
| OUR LADY OF SORROWS CATHOLIC SCHOOL | ||||||||||||
| 1720 OXMOOR ROAD | HOMEWOOD | AL | 35209 | N/A | PUBLIC CHARITY | RELIGIOUS | $6,430 | |||||
| PRIESTS FOR LIFE | ||||||||||||
| PO BOX 141172 | STATEN ISLAND | NY | 10314 | N/A | PUBLIC CHARITY | CATHOLIC CHARITIES | $65,000 | |||||
| PRINCE OF PEACE CATHOLIC CHURCH | ||||||||||||
| 46000 PRESERVE PARKWAY | HOOVER | AL | 35226 | N/A | PUBLIC CHARITY | RELIGIOUS | $4,500 | |||||
| SAINT GEORGE MELKITE GREEK CATHOLIC CHURCH | ||||||||||||
| 425 16TH AVE S | BIRMINGHAM | AL | 35205 | N/A | PUBLIC CHARITY | RELIGIOUS | $5,000 | |||||
| SISTER SERVANTS OF THE ETERNAL WORLD | ||||||||||||
| 3721 BELMONT ROAD | BIRMINGHAM | AL | 35210 | N/A | PUBLIC CHARITY | RELIGIOUS | $3,000 | |||||
| ST BARNABAS CATHOLIC CHURCH | ||||||||||||
| 7921 1ST AVE N | BIRMINGHAM | AL | 35261 | N/A | PUBLIC CHARITY | RELIGIOUS | $1,600 | |||||
| ST BERNARD ABBEY | ||||||||||||
| 1600 ST BERNARD AVE SE | CULLMAN | AL | 35055 | N/A | PUBLIC CHARITY | RELIGIOUS | $20,000 | |||||
| ST BERNARD PREP SCHOOL | ||||||||||||
| 101 SAINT BERNARD AVE SE | CULLMAN | AL | 35055 | N/A | PRIVATE | EDUCATION | $100 | |||||
| ST IGNATIUS PRODUCTIONS | ||||||||||||
| 2025 KENTUCKY AVE | VESTAVIA HILLS | AL | 35216 | N/A | PUBLIC CHARITY | CATHOLIC CHARITIES | $2,000 | |||||
| ST PAUL'S CATHEDRAL | ||||||||||||
| 2120 THRID AVE N | BIRMINGHAM | AL | 35203 | N/A | PUBLIC CHARITY | RELIGIOUS | $500 | |||||
| ST ROSE ACADEMY | ||||||||||||
| 1401 22ND STREET SOUTH | BIRMINGHAM | AL | 35205 | N/A | PUBLIC CHARITY | EDUCATION | $20,000 | |||||
| ST JOHN NEPUMPCIANS CHURCH | ||||||||||||
| N/A | PUBLIC CHARITY | RELIGIOUS | $1,500 | KOZHUVANAL PO | KERALA | KOTTAYAM | IN | 686523 | ||||
| THE RISE PROGRAM | ||||||||||||
| UNVERSITY OF ALABAMA PO BOX 870305 | TUSCALOOSA | AL | 35487 | N/A | PRIVATE | EDUCATION | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $345,750 | 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 | $5,675 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $418,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,191 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $451,242 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $451,242 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,523 | Amt |
| Net Investment Income | $1,261 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,262 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS UH 04162 | StockNm |
| EOY Book Value | $8,178,626 | EOYBookValueAmt |
| EOYFMV | $8,910,820 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL MANAGEMENT FEES | CategoryTxt |
| Amt | $86,208 | Amt |
| Net Investment Income | $86,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |