CLYDE B ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CLYDE B ANDERSON FAMILY FOUNDATION (EIN 72-1368331)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-17
- IRS object ID
- 201502299349100970
- Schema version
- 2014v5.0
- 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 Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T14:29:22-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN ABROMS | PreparerPersonNm |
| PTIN | P00734369 | PTIN |
| Phone | 2567670740 | PhoneNum |
| Preparation | 2015-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,235,500 | 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 | $697,449 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,615 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $448,282 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $286,992 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,648 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $758,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $308,283 | 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 | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $107 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,493 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $9,175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $272 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,903 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,396 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $466,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $466,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $479,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $479,146 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $278,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,904 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,348 | CashBOYAmt |
| Cash EOY | $9,047 | CashEOYAmt |
| Cash EOYFMV | $9,047 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,002 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $2,274,249 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,561,030 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,226,453 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,291,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,570,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,235,500 | 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 | $2,291,599 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,570,077 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,291,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,570,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,291,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,570,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,291,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $278,478 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,570,077 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,570,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HIBBETT SPORTING GOODS 2,000 SH | D | 2010-10-25 | 2014-02-24 | $111,843 | $46 | $111,797 | $111,797 |
| VERIZON FRACTIONAL SHARE | D | 2014-02-24 | 2014-02-27 | $36 | $28 | $8 | $8 |
| VODAFONE FRACTIONAL SHARE | D | 2012-06-25 | 2014-02-24 | $34 | $27 | $7 | $7 |
| GOOGLE A 400 SH | D | 2012-06-01 | 2014-07-28 | $238,841 | $161,143 | $77,698 | $77,698 |
| HIBBETT SPORTING GOODS 2,000 SH | D | 2010-10-25 | 2014-12-15 | $97,528 | $46 | $97,482 | $97,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $286,992 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $222,997 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,089,292 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.204717 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $173,693 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,169,593 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.148507 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $223,644 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,081,200 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.206848 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $460,168 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,160,379 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.396567 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $188,789 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,155,826 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.163337 | DistributionYr5Rt |
| Total Distribution | 1.119976 | TotalDistributionRt |
| Average Distribution | 0.223995 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,156,250 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $258,994 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,079 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $262,073 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $479,146 | 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 | $3,079 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,079 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,079 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $209 | AppliedToEsTaxAmt |
| Total Payments And Credits | $209 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $2,871 | TaxDueAmt |
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 | $1,089,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,229 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,173,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,173,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,156,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,079 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,079 | TotalTaxAmt |
| Distributable Before Adj | $54,734 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,734 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,734 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $479,146 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $479,146 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,079 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $476,067 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,734 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $132,349 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $402,767 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $170,010 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $121,960 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $168,574 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $995,660 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $479,146 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,734 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $424,412 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,420,072 | 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 | $132,349 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,287,723 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $402,767 | ExcessFromYear4Amt |
| Excess From Year3 | $170,010 | ExcessFromYear3Amt |
| Excess From Year2 | $121,960 | ExcessFromYear2Amt |
| Excess From Year1 | $168,574 | ExcessFromYear1Amt |
| Excess From Current Year | $424,412 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 1731 1ST AVENUE NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 3918 MONTCLAIR ROAD SUITE 218 | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 11207 BLUE HERON BLVD NORTH | ST PETERSBURG | FL | 33716 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $27,500 |
| CONSERVATION INTERNATIONAL | |||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 12 WEST 12TH STREEET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $15,000 |
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $25,000 |
| GRACE CHURCH | |||||||
| 802 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $11,750 |
| GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION | |||||||
| 232 EAST 11TH ST | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $500 |
| HOLY FAMILY CRISTO REY CATHOLIC HIGH SCHOOL | |||||||
| 2001-19TH STREET ENSLEY | BIRMINGHAM | AL | 352182097 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | -$500 |
| HORATIO ALGER ASSOCIATION | |||||||
| 99 CANAL CENTER PLAZA SUITE 320 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $15,000 |
| INTERVARSITY | |||||||
| 6400 SCHROEDER ROAD | MADISON | WI | 537077895 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $2,500 |
| JUNIOR WOMEN'S COMMITTEE OF 100 | |||||||
| 50 OAK STREET | MOUNTAIN BROOK | AL | 35213 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $500 |
| LITERACY PARTNERS | |||||||
| 30 EAST 33RD STREET 6TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $500 |
| NEVER SHOULD HAVE MADE IT CLUB | |||||||
| 2715 CLAYBROOK DRIVE | TUSCALOOSA | AL | 354044203 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $1,000 |
| RED MOUNTAIN THEATRE | |||||||
| PO BOX 278 | BIRMINGHAM | AL | 35201 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $2,500 |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 3736 MONTROSE ROAD | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| TENNESSEE VALLEY YOUTH GOLF DEVELOPMENT | |||||||
| 604 JORDAN LANE | HUNTSVILLE | AL | 35816 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $500 |
| UAB CANCER CENTER | |||||||
| 1530 3RD AVE SO AB 1230 | BIRMINGHAM | AL | 352940112 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $210,000 |
| UNITED WAY | |||||||
| 3600 CLAIRMONT AVENUE SOUTH | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| UNIVERSITY OF ALABAMA BOARD OF VISITORS | |||||||
| G-14 ROSE ADMIN BLDG BOX 870101 | TUSCALOOSA | AL | 35487 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $1,500 |
| UNIVERSITY OF ALABAMA | |||||||
| G-14 ROSE ADMIN BLDG BOX 870101 | TUSCALOOSA | AL | 354870101 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $100,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 S HARPER COURT SUITE 450 | CHICAGO | IL | 60615 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $12,500 |
| YWCA PURSE & PASSION | |||||||
| 309 23RD STREET NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $466,750 | 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 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,615 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,906 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,906 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CLYDE BANDERSON | ||||||
| 1 | PO BOX 19768 | BIRMINGHAM | AL | 35219 | $113,620 | Yes (X) |
| CLYDE BANDERSON | ||||||
| 2 | PO BOX 19768 | BIRMINGHAM | AL | 35219 | $122,000 | Yes (X) |
| CLYDE BANDERSON | ||||||
| 3 | PO BOX 19768 | BIRMINGHAM | AL | 35219 | $239,608 | Yes (X) |
| CLYDE BANDERSON | ||||||
| 4 | PO BOX 19768 | BIRMINGHAM | AL | 35219 | $198,156 | Yes (X) |
| CLYDE BANDERSON | ||||||
| 5 | PO BOX 19768 | BIRMINGHAM | AL | 35219 | $24,065 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2000 SH OF HIBBETT SPORTS STOCK | $113,620 | 2014-02-25 |
| 2 | 100 SH OF GOOGLE STOCK | $122,000 | 2014-02-25 |
| 3 | 400 SH OF GOOGLE A STOCKS | $239,608 | 2014-07-31 |
| 4 | 400 SH OF GOOGLE C STOCK | $198,156 | 2014-12-16 |
| 5 | 500 SH OF HIBBETT SPORTS STOCK | $24,065 | 2014-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $107 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,493 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6609 HIBBETT SPORTING GOODS, INC | $272,909 | $247,429 |
| 900 WALGREEN STOCK | $40,687 | $68,580 |
| 46000 SH BOOKS A MILLION | $1,621,500 | $80,923 |
| 420 SH JOHNSON & JOHNSON | $24,981 | $43,919 |
| 1665 SH INTEL CORP | $24,394 | $60,423 |
| 465 SH PEPSICO | $24,978 | $43,970 |
| 430 SH MCDONALDS | $24,611 | $40,291 |
| 704 SH WAL-MART | $35,921 | $60,460 |
| 200 SHARES SCHOLASTIC CORP | $5,312 | $7,284 |
| 1696 SH SOUTHERN COMPANY | $57,145 | $83,291 |
| 1221 SH WELLS FARGO | $95,387 | $66,935 |
| 200 SH BARNES AND NOBLE | $4,062 | $4,644 |
| 60 SH GOOGLE A | $49,555 | $84,906 |
| 681 SH VODAFONE | $22,815 | $23,270 |
| 328 SH VERIZON | $12,330 | $15,344 |
| 500 SH GOOGLE C | $244,443 | $294,784 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTEREST/SERVICE CHARGES | $675 | $20 | $655 |
| CONTRACT LABOR | $8,500 | $252 | $8,248 |