BRUNO RUMORE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRUNO RUMORE FOUNDATION (EIN 26-0300098)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349104736
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:44:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630936973 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TILL HESTER EYER & BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 HIGHWAY 280 E SUITE 400 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 | 2054275544 | 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 | 2054275544 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZAC MARTIN | PreparerPersonNm |
| PTIN | P01712884 | PTIN |
| Phone | 2058719855 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,729,167 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $75,068 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $75,068 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $132,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $662,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,430 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $277,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,514 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $95,921 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,921 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $95,921 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $131,921 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,921 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,921 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $485,719 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $485,719 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $617,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,921 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $581,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$340,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,593 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $252,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $176,979 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $176,979 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $229,814 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $229,814 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $229,814 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $229,814 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,625,726 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,389,406 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,389,406 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,890,355 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,932,968 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,932,968 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,882 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,882 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $7,998,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,729,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,729,167 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,998,689 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,729,167 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,998,689 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,729,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,998,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,729,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,998,689 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$340,126 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,604 | OtherIncreasesAmt |
| Subtotal | $7,729,167 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,729,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY 668-177408 | P | 2020-09-05 | 2024-12-31 | $662,646 | $592,233 | $70,413 | $70,413 |
| FIDELITY 668-177408 | P | 2023-07-05 | 2024-06-11 | $17 | $17 | $17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,430 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,524 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,524 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,524 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,533 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,533 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $1,008 | 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 | CAROL B RUMORE | IndividualWithBooksNm |
| Phone | 2054275544 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2664 VESCLUB CIRCLE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35216 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 | $36,000 | $0 | $0 |
| CHRISTINA M HARE | ||||||||
| 2664 VESCLUB CIRCLE | BIRMINGHAM | AL | 35216 | 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 | $8,535,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,887 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,750,455 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,750,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,619,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $430,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $430,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,524 | TotalTaxAmt |
| Distributable Before Adj | $428,436 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $428,436 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $428,436 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $581,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $581,640 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $428,436 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $48,680 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,343 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $581,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $428,436 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $153,204 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $254,547 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $254,547 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $48,680 | ExcessFromYear2Amt |
| Excess From Year1 | $52,663 | ExcessFromYear1Amt |
| Excess From Current Year | $153,204 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||||
| 300 CAHABA PARK CIRCLE | BIRMINGHAM | AL | 35242 | PUB CHARITY | SUPPORT PROGRAMS | $10,000 | |||
| BENEDICTINE SISTERS | |||||||||
| 916 COVENT RD NE | CULLMAN | AL | 35055 | PUB CHARITY | RELIGIOUS | $3,000 | |||
| BIRMINGHAM BOYS CHOIR | |||||||||
| 2025 KENTUCKY AVE | VESTAVIA HILLS | AL | 35216 | PUB CHARITY | EDUCATIONAL | $20,000 | |||
| CATHEDRAL OF ST PAUL | |||||||||
| 2120 3RD AVENUE N | BIRMINGHAM | AL | 35203 | PUB CHARITY | RELIGIOUS | $5,000 | |||
| CATHOLIC OUTREACH | |||||||||
| 2700 N MILITARY TRAIL | BOCA RATON | FL | 33427 | PUB CHARITY | RELIGIOUS | $1,000 | |||
| CONTINUE HEALING | |||||||||
| 1919 OXMOOR ROAD | BIRMINGHAM | AL | 35209 | PUB CHARITY | SUPPORT PROGRAM | $20,000 | |||
| DIOCESE OF KUMBA | |||||||||
| PUB CHARITY | RELIGIOUS | $5,000 | PO BOX 473 | KUMBA | CM | ||||
| OUR LADY OF THE VALLEY CATHOLIC PARISH | |||||||||
| 5514 DOUBLE OAK LANE | BIRMINGHAM | AL | 35242 | PUB CHARITY | RELIGIOUS | $970 | |||
| OUR LADY OF THE VALLEY CATHOLIC PARISH | |||||||||
| 5514 DOUBLE OAK LANE | BIRMINGHAM | AL | 35242 | PUB CHARITY | RELIGIOUS | $5,500 | |||
| MAGIC MOMENTS | |||||||||
| 2112 11TH AVENUE | BIRMINGHAM | AL | 35205 | PUB CHARITY | SUPPORT PROGRAMS | $20,000 | |||
| MISSIONS ARISE FOUNDATION | |||||||||
| 1429 N 11TH ST | PHILADELPHIA | PA | 19122 | PUB CHARITY | SUPPORT PROGRAMS | $5,000 | |||
| OUR LADY OF SORROWS SCHOOL FOUNDATION | |||||||||
| 1720 OXMOOR ROAD | HOMEWOOD | AL | 35209 | PUB CHARITY | EDUCATIONAL | $10,000 | |||
| OUR LADY OF THE VALLEY | |||||||||
| 5514 DOUBLE OAK LANE | BIRMINGHAM | AL | 35242 | PUB CHARITY | RELIGIOUS | $15,000 | |||
| SAINT ROSE ACADEMY | |||||||||
| 1401 22ND STREET S | BIRMINGHAM | AL | 35205 | PUB CHARITY | SUPPORT PROGRAMS | $10,000 | |||
| SARVA PREMA WELFARE SOCIETY | |||||||||
| PUB CHARITY | SUPPORT PROGRAMS | $35,000 | HNO 3 105/3/B/2 | TELANGA | IN | ||||
| SARVA PREMA WELFARE SOCIETY | |||||||||
| PUB CHARITY | SUPPORT PROGRAMS | $35,000 | HNO 3 105/3/B/2 | TELANGA | IN | ||||
| ST BERNARD PREP SCHOOL | |||||||||
| 101 SAINT BERNARD AVE SE | CULLMAN | AL | 35055 | PRIVATE | EDUCATION | $25,000 | |||
| ST BERNARD PREP SCHOOL | |||||||||
| 101 SAINT BERNARD AVE SE | CULLMAN | AL | 35055 | PUB CHARITY | EDUCATIONAL | $50 | |||
| ST BERNARD PREP SCHOOL | |||||||||
| 101 SAINT BERNARD AVE SE | CULLMAN | AL | 35055 | PUB CHARITY | EDUCATIONAL | $300 | |||
| ST BERNARD PREP SCHOOL | |||||||||
| 101 SAINT BERNARD AVE SE | CULLMAN | AL | 35055 | PUB CHARITY | EDUCATIONAL | $20,000 | |||
| ST FRANCIS DE PAULA CATHOLIC CHURCH | |||||||||
| 401 S VICTORIA STREET | SAN DIEGO | TX | 78384 | PUB CHARITY | RELIGIOUS | $25,000 | |||
| ST LEO THE GREAT CATHOLIC CHURCH | |||||||||
| 309 S MAIN AVE | DEMOPOLIS | AL | 36732 | PUB CHARITY | RELIGIOUS | $3,000 | |||
| UNITED FOR LIFE FOUNDATION | |||||||||
| PO BOX 43217 | BIRMINGHAM | AL | 35243 | PUB CHARITY | SUPPORT PROGRAMS | $20,000 | |||
| WREATHS ACROSS AMERICA | |||||||||
| 4 POINT STREET | COLUMBIA FALLS | ME | 04623 | PUB CHARITY | SUPPORT PROGRAMS | $306 | |||
| PRINCE PEACE CATH PARISH | |||||||||
| 4600 PRESERVE PKWY | HOOVER | AL | 35226 | PUB CHARITY | RELIGIOUS | $45,000 | |||
| MARY'S SHELTER GULF COAST | |||||||||
| 14004 BOROS RD | ELBERTA | AL | 36530 | PUB CHARITY | SUPPORT PROGRAMS | $3,000 | |||
| CORPUS CHRISTI CATHOLIC CHURCH | |||||||||
| 32015 AL-75 | ONEONTA | AL | 35121 | PUB CHARITY | RELIGIOUS | $30,000 | |||
| LA PROMESA FDN | |||||||||
| 1406 GARDEN LANE | MIDLAND | TX | 79701 | PUB CHARITY | RELIGIOUS | $10,000 | |||
| ASCENSION ST VINCENT FDN | |||||||||
| 1130 22ND ST S | BIRMINGHAM | AL | 35205 | PUB CHARITY | SUPPORT PROGRAMS | $20,000 | |||
| CH AT BETHEL | |||||||||
| 3233 29TH AVE N | BIRMINGHAM | AL | 35207 | PUB CHARITY | RELIGIOUS | $20,000 | |||
| ALZHEIMERS ASSN | |||||||||
| 1 METROPLEX DRIVE | BIRMINGHAM | AL | 35209 | PUB CHARITY | SUPPORT PROGRAMS | $5,000 | |||
| UNITED FOR LIFE FOUNDATION | |||||||||
| PO BOX 43217 | BIRMINGHAM | AL | 35243 | PUB CHARITY | SUPPORT PROGRAMS | $10,000 | |||
| CATH CHARITIES | |||||||||
| 2121 3RD AVE N | BIRMINGHAM | AL | 35203 | PUB CHARITY | RELIGIOUS | $10,000 | |||
| ST JOSEPH CATH CH | |||||||||
| 1019 30TH STREET ENSLEY | BIRMINGHAM | AL | 35218 | PUB CHARITY | RELIGIOUS | $25,000 | |||
| ST JOSEPH SEMINARY COLLEGE | |||||||||
| 75376 RIVER ROAD | COVINGTON | LA | 70435 | PUB CHARITY | EDUCATIONAL | $11,738 | |||
| OUR LADY OF SORROWS | |||||||||
| 1728 OXMOOR RD | HOMEWOOD | AL | 35209 | PUB CHARITY | RELIGIOUS | $915 | |||
| ST PETER THE APOSTLE CH | |||||||||
| 2061 PATTON CHAPEL RD | HOOVER | AL | 35216 | PUB CHARITY | RELIGIOUS | $940 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $485,719 | 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 | $75,068 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,016 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,430 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $277,514 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $277,514 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 668-177408 | $939,758 | $939,758 |
| FIDELITY 668-179295 | $993,210 | $993,210 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY 668-177408 | StockNm |
| EOY Book Value | $5,389,406 | EOYBookValueAmt |
| EOYFMV | $5,389,406 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $70,604 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADV 668-177407 | $27 | $27 | $27 |
| INVESTMENT ADV 668-177408 | $85,969 | $85,969 | $85,969 |
| INVESTMENT ADV 668-179295 | $9,925 | $9,925 | $9,925 |