CLYDE B ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CLYDE B ANDERSON FAMILY FOUNDATION (EIN 72-1368331)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201411359349101681
- Schema version
- 2013v3.0
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T13:05:55-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1426 | AddressLine1 |
| City | FLORENCE | City |
| State | AL | State |
| ZIP Code | 35631 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35219 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLYDE B ANDERSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2567670740 | PhoneNum |
| Signature | 2014-05-14 | 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 | 2014-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,087,814 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,925 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,925 | 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 | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,563 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,563 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,813 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $222,997 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $222,997 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $241,480 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,813 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $222,997 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$227,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,327 | CashBOYAmt |
| Cash EOY | $3,348 | CashEOYAmt |
| Cash EOYFMV | $3,348 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $239,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,002 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,002 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,274,249 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,274,249 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,070,464 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,519,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,291,599 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,087,814 | 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 | $2,519,154 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,291,599 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,519,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,291,599 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,519,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,291,599 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,519,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$227,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,291,599 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,291,599 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $173,693 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,169,593 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.148507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $223,644 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,081,200 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.206848 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $460,168 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,160,379 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.396567 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $188,789 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,155,826 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.163337 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $203,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,271,591 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.160036 | DistributionYr5Rt |
| Total Distribution | 1.075295 | TotalDistributionRt |
| Average Distribution | 0.215059 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,089,292 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $234,262 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $234,283 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $222,997 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $42 | 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 | AddressLine1 |
| City | FLORENCE | City |
| State | AL | State |
| ZIP Code | 35630 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $965,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,105,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,105,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,089,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,465 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,465 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42 | TotalTaxAmt |
| Distributable Before Adj | $54,423 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,423 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,423 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $222,997 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $222,997 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $222,997 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,423 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $143,554 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $132,349 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $402,767 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,010 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $970,640 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $222,997 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,423 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $168,574 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,139,214 | 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 | $143,554 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $995,660 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $132,349 | ExcessFromYear4Amt |
| Excess From Year3 | $402,767 | ExcessFromYear3Amt |
| Excess From Year2 | $170,010 | ExcessFromYear2Amt |
| Excess From Year1 | $121,960 | ExcessFromYear1Amt |
| Excess From Current Year | $168,574 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WOODLAWN FOUNDATION | |||||||
| 5529 1ST AVE SOUTH | BIRMINGHAM | AL | 35212 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $1,762 |
| CAMP SMILE A MILE | |||||||
| PO BOX 550155 | BIRMINGHAM | AL | 35255 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $500 |
| CHI OMEGA FOUNDATION | |||||||
| 3395 PLAYERS CLUB PARKWAY | MEMPHIS | TN | 38125 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $500 |
| FACING HISTORY AND OURSELVES BENEFACTOR | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION | |||||||
| 232 EAST 11TH ST | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $1,250 |
| HUEYTOWN QUARTERBACK CLUB | |||||||
| PO BOX 3158 | HUEYTOWN | AL | 35023 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $1,940 |
| JUNIOR WOMEN'S COMMITTEE OF 100 | |||||||
| 50 OAK STREET | MOUNTAIN BROOK | AL | 35213 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $500 |
| MBHS SPARTAN PTO | |||||||
| 3650 BETHUNE DR | MOUNTAIN BROOK | AL | 35223 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $9,545 |
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $30,000 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 27478 | KNOXVILLE | TN | 37927 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $10,000 |
| MCWANE CENTER ARCHIMEDE | |||||||
| 200 19TH ST N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $2,500 |
| MOUNTAIN BROOK SPORTS | |||||||
| 2019 THIRD AVE NO | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $75,000 |
| MOUNTAIN BROOK HIGH SCHOOL | |||||||
| PO BOX 530834 | MOUNTAIN BROOK | AL | 35233 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| NYC OUTWARD BOUND | |||||||
| 29-46 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| TORY BURCH FOUNDATION | |||||||
| 11 WEST 19TH STREET | NEW YORK | NY | 10011 | 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 | $2,000 |
| PRESCHOOL PARTNERS | |||||||
| 3736 MONTROSE RD | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| 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 | $25,000 |
| THE HEALING PLACE CHARITY CHAMPIONSHIP | |||||||
| 1270 CAROLINE ST STE D 120-400 | ATLANTA | GA | 30307 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| UAB CANCER CENTER | |||||||
| 1530 3RD AVE SO AB 1230 | BIRMINGHAM | AL | 352940112 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $5,000 |
| UJA FEDERATION OF NY | |||||||
| 130 EAST 59TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | BENEVOLENT DONATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $222,997 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,925 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,925 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,925 | 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 | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6609 HIBBETT SPORTING GOODS, INC | $245,464 | $443,808 |
| 900 WALGREEN STOCK | $40,687 | $51,696 |
| 46000 SH BOOKS A MILLION | $1,621,500 | $106,260 |
| 420 SH JOHNSON & JOHNSON | $24,981 | $38,468 |
| 1665 SH INTEL CORP | $24,394 | $43,215 |
| 465 SH PEPSICO | $24,978 | $38,567 |
| 430 SH MCDONALDS | $24,611 | $41,723 |
| 704 SH WAL-MART | $35,921 | $55,398 |
| 200 SHARES SCHOLASTIC CORP | $5,312 | $6,802 |
| 1696 SH SOUTHERN COMPANY | $57,145 | $69,723 |
| 1221 SH WELLS FARGO | $95,387 | $55,433 |
| 200 SH BARNES AND NOBLE | $4,062 | $2,990 |
| 60 SH GOOGLE | $34,607 | $67,243 |
| 1250 SH VODAFONE | $35,200 | $49,138 |
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 | $8,500 | $0 |
| BANK FEES | $63 | $63 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AMD LICENSES | CategoryTxt |
| Amt | $6,670 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |