THE MELVIN AND VIRGINIA HUTSON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE MELVIN AND VIRGINIA HUTSON FOUNDATION (EIN 63-0885492)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349100623
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T17:26:35-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631019234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRD SMALLEY & ADAMS PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2179 | AddressLine1 |
| City | DECATUR | City |
| State | AL | State |
| ZIP Code | 356022179 | 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 | 630885492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELVIN AND VIRGINIA HUTSON | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELV | BusinessNameControlTxt |
| Phone | 2563537826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2716 | AddressLine1 |
| City | DECATUR | City |
| State | AL | State |
| ZIP Code | 356022716 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN W TRUITT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2563537826 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY A SMALLEY CPA | PreparerPersonNm |
| PTIN | P00540229 | PTIN |
| Phone | 2563531611 | PhoneNum |
| Preparation | 2014-11-17 | 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 | $9,388,710 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $105 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $105 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $412,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $412,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,283 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $671,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,283 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $435,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $435,118 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,306 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,290 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,835 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,905 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $436 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $871 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $59,874 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,874 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,588 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,588 | InterestNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,498 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $447 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $746 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,304 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,708 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,537 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $458,283 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $458,283 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $553,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,708 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $468,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $360,410 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $383,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $304,437 | SavAndTempCashInvstEOYAmt |
| US Government Obligations BOY | $1,640,087 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,399,727 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,457,234 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,907,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,091,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,475,149 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,328,654 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,345,523 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,456,327 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,259,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,141,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,388,710 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,259,724 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,141,077 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,259,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,141,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,259,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,141,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,259,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,640 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,141,084 | SubtotalAmt |
| Other Decreases | $7 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,141,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100,000 FEDERAL FARM CREDIT BANKS | P | 2011-01-05 | 2013-01-03 | $100,000 | $99,930 | $70 | $70 |
| 794.04 GNMA | P | 2005-02-07 | 2013-01-22 | $794 | $833 | -$39 | -$39 |
| 4,000 GENERAL ELECTRIC CAPITAL | P | 2007-04-18 | 2013-01-18 | $100,000 | $100,004 | -$4 | -$4 |
| 1439.20 GNMA | P | 2005-02-07 | 2013-02-20 | $1,439 | $1,510 | -$71 | -$71 |
| 100,000 CATERPILLAR FINANCIAL SERVIC | P | 2009-02-23 | 2013-05-15 | $100,000 | $100,005 | -$5 | -$5 |
| 1222.13 GNMA | P | 2005-02-07 | 2013-03-20 | $1,222 | $1,282 | -$60 | -$60 |
| 118,000 FEDERAL HOME LOAN MORTGAGE | P | 2010-08-17 | 2013-02-15 | $118,000 | $120,509 | -$2,509 | -$2,509 |
| 1327.84 GNMA | P | 2005-02-07 | 2013-04-22 | $1,328 | $1,393 | -$65 | -$65 |
| 1000 FHLMC SERIES 2495 | P | 2005-02-02 | 2013-01-15 | $1,000 | $1,020 | -$20 | -$20 |
| 1099.71 GNMA | P | 1950-02-07 | 2013-05-20 | $1,100 | $1,153 | -$53 | -$53 |
| 1000 FHLMC SERIES 2495 | P | 2005-02-02 | 2013-02-15 | $1,000 | $1,020 | -$20 | -$20 |
| 909.25 GNMA | P | 2005-02-07 | 2013-06-20 | $909 | $954 | -$45 | -$45 |
| 1000 FHLMC SERIES 2495 | P | 2005-02-02 | 2013-03-15 | $1,000 | $1,020 | -$20 | -$20 |
| 961.36 GNMA | P | 2005-02-07 | 2013-07-22 | $961 | $1,008 | -$47 | -$47 |
| 1000 FHLMC SERIES 2495 | P | 2005-02-02 | 2013-04-15 | $1,000 | $1,020 | -$20 | -$20 |
| 1115.67 GNMA | P | 2005-02-07 | 2013-08-20 | $1,116 | $1,170 | -$54 | -$54 |
| 1000 FHLMC SERIES 2495 | P | 2005-02-02 | 2013-05-15 | $1,000 | $1,020 | -$20 | -$20 |
| 1016.40 GNMA | P | 2005-02-07 | 2013-09-23 | $1,016 | $1,066 | -$50 | -$50 |
| 1000 FHLMC SERIES 2495 | P | 2005-02-02 | 2013-06-17 | $1,000 | $1,020 | -$20 | -$20 |
| 1327.61 GNMA | P | 2005-02-07 | 2013-10-21 | $1,328 | $1,392 | -$64 | -$64 |
| 1000 FHLMC SERIES 2495 | P | 2005-02-02 | 2013-07-15 | $1,000 | $1,020 | -$20 | -$20 |
| 1000 FHLMC SERIES 2495 | P | 2005-02-02 | 2013-08-15 | $1,000 | $1,020 | -$20 | -$20 |
| 4000 SAUL CENTERS INC | P | 2008-03-20 | 2013-03-15 | $100,000 | $100,004 | -$4 | -$4 |
| 700 SAUL CENTERS INC | P | 2013-02-05 | 2013-03-15 | $17,500 | $17,739 | -$239 | -$239 |
| 100000 AUTOZONE INC NTS | P | 2011-02-08 | 2013-10-23 | $103,564 | $91,449 | $12,115 | $12,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,283 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$239 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $424,626 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,462,318 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044875 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $412,815 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,847,934 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046657 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $484,178 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,822,529 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054880 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $501,423 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,152,189 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061508 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $444,722 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,066,651 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049050 | DistributionYr5Rt |
| Total Distribution | 0.256970 | TotalDistributionRt |
| Average Distribution | 0.051394 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,610,993 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $493,947 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,604 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $497,551 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $468,820 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,208 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,208 | SubtotalAmt |
| Tax Based On Investment Income | $7,208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,673 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,673 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,465 | OverpaymentAmt |
| Applied To ES Tax | $4,465 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN W TRUITT | IndividualWithBooksNm |
| Phone | 2563509145 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 SECOND AVE SE | AddressLine1 |
| City | DECATUR | City |
| State | AL | State |
| ZIP Code | 35601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN W TRUITT | ||||||||
| PO BOX 2716 | DECATUR | AL | 35602 | PRESIDENT-TR | 10.00 | $23,781 | $0 | $0 |
| MIKE STERYOUS | ||||||||
| PO BOX 2716 | DECATUR | AL | 356022716 | VP/SECRETARY | 2.00 | $2,525 | $0 | $0 |
| DAVID BRELAND | ||||||||
| PO BOX 2716 | DECATUR | AL | 356022716 | DIRECTOR | 1.00 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND JAMES | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 CARILLON PARKWAY | AddressLine1 |
| City | ST PETERSBURG | City |
| State | FL | State |
| ZIP Code | 33716 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FINANCIAL ADV | ServiceTypeTxt |
| Compensation | $59,874 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,449,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,757,353 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,757,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,360 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,610,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $480,550 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $480,550 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,208 | TotalTaxAmt |
| Distributable Before Adj | $473,342 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $473,342 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $473,342 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $468,820 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $468,820 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $468,820 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $473,342 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $97,504 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,544 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $147,048 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $468,820 | QualifyingDistributionsAmt |
| Applied To Current Year | $468,820 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $4,522 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,522 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $142,526 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $142,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $92,982 | ExcessFromYear4Amt |
| Excess From Year3 | $49,544 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GOSPEL FELLOWSHIP ASSOCIATION | |||||||
| 1809 WADE HAMPTON BLVD | GREENVILLE | SC | 29609 | NONE | PUBLIC | CHARITABLE | $50,000 |
| MOUNT ABARIM BAPTIST MISSION | |||||||
| PO BOX 173067 | ARLINGTON | TX | 76003 | NONE | PUBLIC | CHARITABLE | $30,000 |
| FIRST BAPTIST CHURCH | |||||||
| 123 CHURCH STREET NE | DECATUR | AL | 35601 | NONE | PUBLIC | CHARITABLE | $114,000 |
| COMMUNITY FREE CLINIC OF MORGAN CO | |||||||
| 245 JACKSON STREET SE | DECATUR | AL | 35601 | NONE | PUBLIC | CHARITABLE | $30,000 |
| NORTH LOVE BAPTIST CHURCH | |||||||
| 5301 E RIVERSIDE BLVD | ROCKFORD | IL | 61114 | NONE | PUBLIC | CHARITABLE | $22,000 |
| AGAPE OF NORTH ALABAMA | |||||||
| 2813 MASTIN LAKE ROAD | HUNTSVILLE | AL | 35810 | NONE | PUBLIC | CHARITABLE | $10,000 |
| CHILDHAVEN | |||||||
| PO BOX 2070 | CULLMAN | AL | 35056 | NONE | PUBLIC | CHARITABLE | $10,000 |
| CHILD EVANGELISM FELLOWSHIP OF NW A | |||||||
| PO BOX 1414 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $5,000 |
| SHENANDOAH BAPTIST CHURCH | |||||||
| 6520 WILLIAMSON ROAD | ROANOKE | VA | 24019 | NONE | PUBLIC | CHARITABLE | $2,500 |
| WORLD WIDE NEW TESTAMENT BAPTIST | |||||||
| PO BOX 725 | KINGS MOUNTAIN | NC | 28086 | NONE | PUBLIC | CHARITABLE | $11,000 |
| BELTLINE CHURCH OF CHRIST | |||||||
| 2159 BELTLINE ROAD SW | DECATUR | AL | 35601 | NONE | PUBLIC | CHARITABLE | $17,283 |
| HOSPICE OF THE VALLEY | |||||||
| PO BOX 2745 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $2,500 |
| THE COMMUNITY FOUNDATION OF DECATUR | |||||||
| PO BOX 79 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $5,000 |
| HIGHLAND PARK CHURCH OF CHRIST | |||||||
| PO BOX 2216 | MUSCLE SHOALS | AL | 35662 | NONE | PUBLIC | CHARITABLE | $7,500 |
| HERITAGE CHRISTIAN UNIVERSITY | |||||||
| PO BOX HCU | FLORENCE | AL | 35630 | NONE | PUBLIC | CHARITABLE | $5,000 |
| BAPTIST WORLD MISSION | |||||||
| PO BOX 2149 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $23,000 |
| INTERNATIONAL PARTNERSHIP MINISTRIE | |||||||
| PO BOX 337 | HANOVER | PA | 17331 | NONE | PUBLIC | CHARITABLE | $7,000 |
| HATTON CHURCH OF CHRIST | |||||||
| 7045 HIGHWAY 101 | TOWN CREEK | AL | 35672 | NONE | PUBLIC | CHARITABLE | $3,500 |
| BIBLICAL MINISTRIES WORLDWIDE | |||||||
| 1595 HERRINGTON ROAD | LAWRENCEVILLE | GA | 30043 | NONE | PUBLIC | CHARITABLE | $22,000 |
| MAYFAIR CHURCH OF CHRIST | |||||||
| 1095 CARL T JONES DRIVE | HUNTSVILLE | AL | 35802 | NONE | PUBLIC | CHARITABLE | $5,000 |
| TRINITY UNITED METHODIST CHURCH | |||||||
| PO BOX 38 | TRINITY | AL | 35673 | NONE | PUBLIC | CHARITABLE | $2,000 |
| AUSTINVILLE CHURCH OF CHRIST | |||||||
| 2833 DANVILLE ROAD SW | DECATUR | AL | 35603 | NONE | PUBLIC | CHARITABLE | $5,000 |
| YOUTH WITH A MISSION | |||||||
| PO BOX 60579 | COLORADO SPRINGS | CO | 80960 | NONE | PUBLIC | CHARITABLE | $7,000 |
| TO EVERY TRIBE | |||||||
| PO BOX 1383 | WHEATON | IL | 60187 | NONE | PUBLIC | CHARITABLE | $5,000 |
| PROJECT RESCUE | |||||||
| 179 CAVE SPRINGS ROAD | DECATUR | AL | 35603 | NONE | PUBLIC | CHARITABLE | $10,000 |
| MADISON BAPTIST CHURCH | |||||||
| 840 BALCH ROAD | MADISON | AL | 35758 | NONE | PUBLIC | CHARITABLE | $10,000 |
| CENTRAL BAPTIST CHURCH | |||||||
| 2108 HIGHWAY 31 S | DECATUR | AL | 35601 | NONE | PUBLIC | CHARITABLE | $5,000 |
| THE LAMIA AFGHAN FOUNDATION | |||||||
| 4014 SKYLINE DR | NASHVILLE | TN | 37215 | NONE | PUBLIC | CHARITABLE | $5,000 |
| EASTERN EUROPEAN MISSIONS | |||||||
| PO BOX 670928 | DALLAS | TX | 75368 | NONE | PUBLIC | CHARITABLE | $5,000 |
| HEALING HANDS INTERNATIONAL | |||||||
| 455 MCNALLY DRIVE | NASHVILLE | TN | 37211 | NONE | PUBLIC | CHARITABLE | $10,000 |
| DELANO PARK CONSERVANCY | |||||||
| PO BOX 742 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $5,000 |
| NEIGHBORHOOD CHRISTIAN CENTER | |||||||
| 619 BANK STREET | DECATUR | AL | 35601 | NONE | PUBLIC | CHARITABLE | $6,000 |
| AMERICAN RED CROSS OF MORGAN CO | |||||||
| PO BOX 297 | DECATUR | AL | 35602 | NONE | PUBLIC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $458,283 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $412,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,283 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $435,118 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $435,118 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| KAREN W TRUITT |
| MIKE STERYOUS |
| DAVID BRELAND |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (26 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100,000 CATERPILLARE FINANCIAL SERVS | ||
| 100,000 INTERNATIONAL LEASE FINANCE | $100,004 | $101,310 |
| 100,000 SLM CORPORATION MEDIUM TERM | $91,441 | $101,750 |
| 100,000 HARTFORD LIFE INS CO | $100,004 | $101,870 |
| 50,000 COUNTRYWIDE FINANCIAL CORP NT | $50,367 | $55,175 |
| 50,000 COUNTRYWIDE FINANCIAL CORP NT | $51,980 | $55,175 |
| 100,000 BELLSOUTH CORP NTS | $100,612 | $110,532 |
| 100,000 MERRILL LYNCH & CO INC NTS | $98,064 | $111,157 |
| 150,000 HARTFORD LIFE INS CO MTN | $150,004 | $154,491 |
| 100,000 THE GOLDMAN SACHS GROUP | $100,005 | $107,417 |
| 100,000 GOLDMAN SACHS GROUP | $100,005 | $108,025 |
| 100,000 PRINCIPAL LIFE INCOME TRUST | $100,004 | $111,300 |
| 100,000 AUTOZONE, INC NTS | ||
| 150,000 PACIFIC BELL DEBENTURE | $160,586 | $179,508 |
| 150,000 WAL-MART STORES INC. | $185,471 | $201,930 |
| 100,000 GOLDMAN SACHS GRP INC | $100,005 | $99,319 |
| 57,000 JOHNSON & JOHNSON NTS | $63,417 | $67,414 |
| 100,000 BANK OF AMERICA | $100,005 | $105,039 |
| 150,000 LLOYDS TSB BANK PLC NTS | $150,958 | $175,817 |
| 100,000 GOLDMAN SACHS GRP | $100,005 | $106,921 |
| 18,000 BELLSOUTH TELECOMMUNICATIONS | $22,517 | $19,570 |
| 100,000 CITIGROUP FUNDING INC NTS | $100,005 | $88,152 |
| 50,000 CITIGROUP INC DEBENTURE | $61,736 | $58,036 |
| 50,000 GOLDMAN SACHS GROUP INC | $50,005 | $44,263 |
| BARCLAYS BANK PLC MTN | $100,005 | $83,675 |
| NASDAQ OMX GROUP INC NTS | $108,318 | $108,481 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,700 SHARES AT&T INCORPORATED | $100,938 | $94,932 |
| 2,000 SHARES ALLSTATE CORPORATION | $98,683 | $109,080 |
| 1,200 SHARES AMERICAN ELEC PWR INC | $52,113 | $56,088 |
| 3,500 SHARES AMERICAN WTR WKS COMPAN | $94,320 | $147,910 |
| 1,400 SHARES BANK OF AMERICA CORP | $65,739 | $21,798 |
| 7,200 SHARES CSX CORPORATION | $41,364 | $207,144 |
| 3,200 SHARES CHEVRON CORPORATION | $141,824 | $399,712 |
| 480 SHARES CITIGROUP INCORPORATED | $223,831 | $25,013 |
| 2,300 SHARES CONAGRA FOODS | $67,388 | $77,510 |
| 1,000 SHARES EXELON CORPORATION | $37,964 | $27,390 |
| 3,000 SHARES GENERAL ELECTRIC CO | $93,787 | $84,090 |
| 1,600 SHARES HOME DEPOT INCORPORATED | $43,491 | $131,744 |
| 2,000 SHARES INTEL CORPORATION | $41,912 | $51,910 |
| 1,000 SHARES JOHNSON & JOHNSON | $59,241 | $91,590 |
| 1,000 SHARES KELLOGG COMPANY | $50,843 | $61,070 |
| 1,000 SHARES KIMBERLY CLARK CORP | $62,584 | $104,460 |
| 533 SHARES KRAFT FOODS GROUP INC | $18,038 | $28,734 |
| 1,600 SHARES MONDELEZ INTERNATIONAL | $33,388 | $56,480 |
| 1,500 SHARES MERCK & COMPANY | $65,578 | $75,075 |
| 1,000 SHARES NEXTERA ENERGY INC. | $66,384 | $85,620 |
| 1,500 SHARES PEPSICO INCORPORATED | $101,919 | $124,410 |
| 3,580 SHARES PFIZER INCORPORATED | $96,265 | $109,655 |
| 1,000 SHARES PROCTER & GAMBLE COMPAN | $66,374 | $81,410 |
| 1,175 SHARES REGIONS FINANCIAL CORP | $34,221 | $11,621 |
| 3,600 SHARES SOUTHERN COMPANY | $148,843 | $147,996 |
| 2,000 SHARES SYSCO CORPORATION | $60,388 | $72,200 |
| 800 SHARES TARGET CORPORATION | $50,959 | $50,616 |
| 700 SHARES 3M COMPANY | $49,559 | $98,175 |
| 660 SHARES WAL-MART STORES INC | $50,088 | $51,935 |
| 1,000 SHARES MEDTRONIC INC | $47,335 | $57,390 |
| 2,800 SHARES VERIZON COMMUNICATIONS | $99,377 | $137,592 |
| 1,300 SHARES EATON CORPORATION PLC | $66,714 | $98,956 |
| 4,000 SHARES GENERAL ELECTRIC CAPITA | ||
| 4,000 SHARES GOLDMAN SACHS GROUP INC | $100,005 | $97,440 |
| 4,000 SHARES ING GROUP PERPETUAL HYB | $100,004 | $101,600 |
| 4,000 SHARES MORGAN STANLEY CAPITAL | $100,004 | $95,280 |
| 4,000 SHARES SAUL CENTER INC. | ||
| 2,000 SHARES ARGO GROUP US INC | $50,005 | $40,420 |
| 2,000 SHARES PNC FINANCIAL SERVICES | $50,005 | $40,220 |
| 1,200 SHARES PRUDENTIAL FINANCIAL IN | $30,005 | $25,344 |
| 12,000 SHARES RAYMOND JAMES FINANCIA | $300,005 | $300,000 |
| 2,000 SHARES REGIONS FINANCIAL CORP | $50,005 | $44,300 |
| 4,000 SHARES THE CHARLES SCHWAB CORP | $100,005 | $87,960 |
| 1,200 SHARES STANLEY BLACK & DECKER | $30,005 | $25,656 |
| 2,000 SHARES STAG INDUSTRIAL INC | $50,005 | $41,660 |
| 1,500 SHARES LASALLE HOTEL PROPERTIE | $37,505 | $30,270 |
| 1,135 SHARES HEALTH CARE REIT INC | $42,385 | $60,802 |
| 2,750 SHARES ANNALY CAP MGMT INC | $49,947 | $27,418 |
| 1,000 SHARES DIGITAL RLTY TR INC | $74,084 | $49,120 |
| 1,600 SHARES AMERICAN CAPITAL AGENCY | $51,503 | $30,864 |
| 3,000 SHARES CAMPUS CREST CMNTYS INC | $35,551 | $28,230 |
| 1,800 SHARES WEYERHAEUSER COMPANY | $52,297 | $56,826 |
| 6,307.847 SHARES BLACKROCK GLOBAL | $127,440 | $135,177 |
| 2,990.023 SHARES FIRST EAGLE GLOBAL | $136,841 | $160,923 |
| 45,465.672 SHARES PIMCO TOTAL RETURN | $503,832 | $486,028 |
| 7,500 SHARES BLACKROCK BUILD AMER BD | $150,005 | $143,625 |
| 5,000 SHARES DOW 30SM ENHANCED PREM | $70,966 | $65,650 |
| 7,500 SHARES FIRST TR SR FLG RTE INC | $130,237 | $108,750 |
| 5,800 SHARES FIRST TR/FOUR CORNERS | ||
| 12,500 SHARES NUVEEN MULT CURR ST GV | $210,416 | $126,000 |
| 12,500 SHARES INVESCO VAN KAMPEN SR | $101,504 | $63,000 |
| 4,000 SHARES ING PRIME RATE TR SH BE | $25,372 | $23,280 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,268,485 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,327,259 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $131,242 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $129,975 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BLACKBURN, MALONEY & SCHUPPERT, | CategoryTxt |
| Legal Fees | $2,905 | LegalFeesAmt |
| Net Investment Income | $436 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $871 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 50% MEALS | Description |
| Amount | $7 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| LIABILITY INSURANCE | $2,134 | ||
| POST OFFICE BOX RENT | $130 | $73 | $85 |
| SUPPLIES | $40 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES & ASSOCIATES | CategoryTxt |
| Amt | $59,874 | Amt |
| Net Investment Income | $59,874 | NetInvestmentIncomeAmt |