TRINKA DAVIS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TRINKA DAVIS FOUNDATION (EIN 20-1858883)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201342279349100509
- Schema version
- 2012v2.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T13:54:50-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262732677 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELLERS RICHARDSON HOLMAN & WEST LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 SUMMIT BOULEVARD STE 300 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35243 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201858883 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRINKA DAVIS FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | A NONPROFIT CORPORATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRIN | NameControl |
| Phone | 2059910545 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 BERKELEY DRIVE | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35242 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRED KELLEY | Name |
| Title | DIRECTOR | Title |
| Phone | 2059910545 | Phone |
| Date Signed | 2013-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A WATSON | Name |
| PTIN | P00024734 | PTIN |
| Phone | 2052780001 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3990429 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 232781 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 232781 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 189834 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 8912709 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 189834 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 422615 | TotalRevenueAndExpenses |
| Total Net Investment Income | 422615 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 75000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 57065 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 57065 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 9263 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 100001 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 241329 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 57065 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 6413497 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 6413497 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 6654826 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 57065 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 6413497 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -6232211 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 365550 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 86435 | CashBOY |
| Cash EOY | 99636 | CashEOY |
| Cash EOYFMV | 99636 | CashEOYFMV |
| Investments Other BOY | 9147242 | InvestmentsOtherBOY |
| Investments Other EOY | 2901830 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3890793 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 14008165 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 23241842 | TotalAssetsBOY |
| Total Assets EOY | 3001466 | TotalAssetsEOY |
| Total Assets EOYFMV | 3990429 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 14008165 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 14008165 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 9233677 | RetainedEarningsBOY |
| Retained Earnings EOY | 3001466 | RetainedEarningsEOY |
| Total Net Assets BOY | 9233677 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3001466 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 23241842 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3001466 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9233677 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -6232211 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3001466 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3001466 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| REGIONS TRUST - ST SALES | P | 2012-12-31 | 795747 | 803780 | -8033 | -8033 |
| REGIONS TRUST - LT SALES | P | 2012-12-31 | 8116962 | 7919095 | 197867 | 197867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 189834 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 14146562 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 32417893 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.436381 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2069363 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 25248561 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.081960 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1042058 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 24325563 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042838 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4535 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10589438 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000428 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4476 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 98347 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045512 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.607119 | TotalDistributionRatio |
| Average Distribution Ratio | 0.121424 | AverageDistributionRatio |
| Net Noncharitable Assets | 25569971 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3104808 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3656 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3108464 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 6413497 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3656 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3656 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3656 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6800 | TotalCreditsAndPayments |
| Penalty For Underpayment | 14 | PenaltyForUnderpayment |
| Overpayment | 3130 | Overpayment |
| Amount Credited To Next Year | 3130 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | AL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | GUIDESTAR | WebsiteAddress |
| Books In Care Of Person Name | FRED KELLEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2059910545 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 BERKELEY DRIVE | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 352424102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| FRED KELLEY | ||||||||
| 2932 BERKELEY DRIVE | BIRMINGHAM | AL | 35242 | DIRECTOR | 10.00 | 75000 | 0 | 0 |
| NANCY HUGHES | ||||||||
| 600 LUCKIE DRIVE SUITE 310 | BIRMINGHAM | AL | 35223 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| LEAH SCALISE | ||||||||
| 600 LUCKIE DRIVE SUITE 310 | BIRMINGHAM | AL | 35223 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4817526 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 725173 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 20416662 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 25959361 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 25959361 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 389390 | CashDeemedCharitable |
| Net Noncharitable Assets | 25569971 | NetNoncharitableAssets |
| Minimum Investment Return | 1278499 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1278499 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3656 | TaxBasedOnInvestmentIncome |
| Total Tax | 3656 | TotalTax |
| Distributable Amount Before Adj | 1274843 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1274843 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1274843 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 6413497 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 6413497 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3656 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 6409841 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1274843 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 138317 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12538873 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 12677190 | TotalExcessDistriCarryover |
| Qualifying Distributions | 6413497 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1274843 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5138654 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 17815844 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 17815844 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 138317 | ExcessFromYear2 |
| Excess From Year1 | 12538873 | ExcessFromYear1 |
| Excess From Current Year | 5138654 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALABAMA HUMANITIES FOUNDATION | ||||||
| 1100 IRELAND WAY SUITE 202 | BIRMINGHAM | AL | 35205 | PUBLIC | CHARITABLE | $5,000 |
| UNITED STATES OF AMERICA DEPARTMENT OF VETERANS AFFAIRS | ||||||
| 810 VERMONT AVE NW | WASHINGTON | DC | 20420 | PUBLIC | CONTRIBUTION OF VA HOSPITAL | $6,408,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 6413497 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $232,781 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $189,834 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $422,615 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 422615 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REGIONS TRUST ACCOUNT | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 2901830 | BookValue |
| EOYFMV | 3890793 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSTRUCTION IN PROGRESS - VA HOSPITAL | Description |
| BOY Book Value | 14008165 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REIMBURSE ESTATE OF KATHERINE D. RYNNE FOR OVERFUNDING | Description |
| Revenue And Expenses Per Books | 100001 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSTRUCTION SET ASIDE | Description |
| BOY Book Value | 14008165 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGIONS TRUSTEE FEES | Category |
| Amount | $57,065 | Amount |
| Net Investment Income | 57065 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | Category |
| Amount | $9,263 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |