CLYDE B ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CLYDE B ANDERSON FAMILY FOUNDATION (EIN 72-1368331)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201621379349102647
- Schema version
- 2015v2.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T15:56:19-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631130097 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABROMS & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1426 | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721368331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLYDE AND SUMMER ANDERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLYD | BusinessNameControlTxt |
| Phone | 2567670740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19768 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLYDE B ANDERSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2567670740 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAIGE TANNER | PreparerPersonNm |
| PTIN | P01060737 | PTIN |
| Phone | 2567670740 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,523,343 | 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 | $207,770 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,732 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$46,250 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $252,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,849 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $188,258 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,587 | 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 | $7,770 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $547 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,223 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $204 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,696 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,700 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $613 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,087 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,006 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,223 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,047 | CashBOYAmt |
| Cash EOY | $13,656 | CashEOYAmt |
| Cash EOYFMV | $13,656 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $367,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $367,147 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,561,030 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,262,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,142,540 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,570,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,643,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,523,343 | 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 | $2,570,077 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,643,018 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,570,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,643,018 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,570,077 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,643,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,570,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,643,018 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,643,018 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HIBBETT SHARES 609 | D | 2014-02-24 | 2015-03-31 | $30,009 | $14 | $29,995 | $29,995 |
| HIBBETT SHARES 1441 | D | 2012-07-05 | 2015-03-31 | $71,008 | $35,330 | $35,678 | $35,678 |
| HIBBETT SHARES 559 | D | 2012-07-05 | 2015-11-27 | $18,595 | $13,706 | $4,889 | $4,889 |
| HIBBETT SHARES 2000 | D | 2014-02-25 | 2015-11-27 | $66,530 | $113,620 | -$47,090 | -$47,090 |
| HIBBETT SHARES 500 | D | 2014-12-16 | 2015-11-27 | $16,633 | $24,065 | -$7,432 | -$7,432 |
| GOOGLE C SHARES 90 | D | 2014-04-03 | 2015-03-31 | $49,627 | $25,818 | $23,809 | $23,809 |
| GOOGLE C SHARES 0.126 | D | 2014-04-03 | 2015-05-04 | $70 | $70 | $0 | $0 |
| GOOGLE C SHARES 1.65 | D | 2014-04-03 | 2015-05-05 | $88 | $88 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,849 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $476,067 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,156,250 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.411734 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $222,997 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,089,292 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.204717 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $173,693 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,169,593 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.148507 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $223,644 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,081,200 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.206848 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $460,168 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,160,379 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.396567 | DistributionYr5Rt |
| Total Distribution | 1.368373 | TotalDistributionRt |
| Average Distribution | 0.273675 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,267,596 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $346,909 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $542 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $347,451 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,706 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,084 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,084 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $2,011 | OverpaymentAmt |
| Applied To ES Tax | $2,011 | 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 | ABROMS AND ASSOCIATES PC | IndividualWithBooksNm |
| Phone | 2567670740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 SOUTH COURT ST STE 610 | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35630 | 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 |
|---|---|---|---|---|---|---|---|---|
| CLYDE B ANDERSON | ||||||||
| 402 INDUSTRIAL LANE | BIRMINGHAM | AL | 35211 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUMMER ANDERSON | ||||||||
| 402 INDUSTRIAL LANE | BIRMINGHAM | AL | 35211 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| TERRY C ANDERSON | ||||||||
| 4511 HELTON DRIVE | FLORENCE | AL | 35630 | DIRECTOR | 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 | $1,168,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,286,899 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,286,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,267,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,380 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,084 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,084 | TotalTaxAmt |
| Distributable Before Adj | $62,296 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,296 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,296 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,706 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,706 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,296 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $402,767 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $170,010 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,960 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $168,574 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $424,412 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,287,723 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,296 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,410 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,333,133 | 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 | $402,767 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $930,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $170,010 | ExcessFromYear4Amt |
| Excess From Year3 | $121,960 | ExcessFromYear3Amt |
| Excess From Year2 | $168,574 | ExcessFromYear2Amt |
| Excess From Year1 | $424,412 | ExcessFromYear1Amt |
| Excess From Current Year | $45,410 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLYDE B ANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP SMILE A MILE | |||||||
| PO BOX 550155 | BIRMINGHAM | AL | 35255 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $1,300 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 12 WEST 12TH STREEET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $25,000 |
| GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION | |||||||
| 232 EAST 11TH ST | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $1,400 |
| HUEYTOWN QUARTERBACK CLUB | |||||||
| PO BOX 3158 | HUEYTOWN | AL | 35023 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $2,000 |
| NYC OUTWARD BOUND | |||||||
| 29-46 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| RED MOUNTAIN THEATRE | |||||||
| PO BOX 19768 | BIRMINGHAM | AL | 35219 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $2,500 |
| SALVATION ARMY | |||||||
| 2100 11TH AVENUE NORTH | BIRMINGHAM | AL | 35234 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| SEVEN SUMMITS FOUNDATION | |||||||
| 3595 GRANDVIEW PARKWAY STE 600 | BIRMINGHAM | AL | 35243 | NONE | PUBLIC CHARITY | BENEVELENT DONATION | $5,000 |
| HIGHLANDS SCHOOL | |||||||
| 4901 OLD LEEDS RD | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $500 |
| THE HEALING PLACE | |||||||
| 2409 WILDWOOD STREET | MUSCLE SHOALS | AL | 356622765 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $4,000 |
| UJA FEDERATION | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| UNITED WAY | |||||||
| 3600 CLAIRMONT AVENUE SOUTH | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| UNIVERSITY OF ALABAMA | |||||||
| G-14 ROSE ADMIN BLDG BOX 870101 | TUSCALOOSA | AL | 354870101 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,700 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,732 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$46,250 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| ST. LUKE'S CONRIBUTION RETURNED AND VOIDED | $1,000 |
| UNITED WAY CONTRIBUTION RETURNED AND VOIDED | $10,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$30,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$19,512 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | CONTRIBUTIONS WERE RETURNED FROM A PRIOR YEAR AND THE CHECK WAS VOIDED. |
| 11B | CONTRIBUTIONS WERE RETURNED FROM A PRIOR YEAR AND THE CHECK WAS VOIDED. A NEW CHECK WAS ISSUED TO UNITED WAY FOR 2015 |
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 Person | CLYDE BANDERSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19768 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $207,770 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $204 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,696 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6609 HIBBETT SPORTING GOODS, INC | $0 | $0 |
| 900 WALGREEN STOCK | $40,687 | $76,640 |
| 46 SH FAH | $1,621,500 | $149,500 |
| 420 SH JOHNSON & JOHNSON | $24,981 | $43,142 |
| 1665 SH INTEL CORP | $24,394 | $57,359 |
| 465 SH PEPSICO | $24,978 | $46,463 |
| 430 SH MCDONALDS | $24,611 | $50,800 |
| 704 SH WAL-MART | $35,921 | $43,155 |
| 200 SHARES SCHOLASTIC CORP | $5,312 | $7,712 |
| 1696 SH SOUTHERN COMPANY | $57,145 | $79,356 |
| 1221 SH WELLS FARGO | $95,387 | $66,374 |
| 200 SH BARNES AND NOBLE | $2,437 | $1,742 |
| 60 SH GOOGLE A | $49,555 | $124,482 |
| 681 SH VODAFONE | $22,815 | $21,969 |
| 328 SH VERIZON | $12,330 | $15,160 |
| 500 SH GOOGLE C | $218,542 | $357,432 |
| 126 SH BARNES AND NOBLE EDUCATION | $1,620 | $1,254 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,770 | LegalFeesAmt |
| Net Investment Income | $547 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,223 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $8,500 | $599 | $7,901 |
| ENTERTAINMENT EXP | $200 | $14 | $186 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ST. LUKE'S CONRIBUTION RETURNED AND VOIDED | $1,000 | $1,000 |
| UNITED WAY CONTRIBUTION RETURNED AND VOIDED | $10,000 | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES & LICENSES | CategoryTxt |
| Amt | $6,247 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |