BRUNO RUMORE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BRUNO RUMORE FOUNDATION (EIN 26-0300098)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201221319349100702
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T08:08:56-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721396621 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 55765 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35255 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260300098 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUNO-RUMORE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRUN | NameControl |
| Phone | 2058235544 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2664 VESCLUB CIRCLE | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35216 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL B RUMORE | Name |
| Title | DIRECTOR | Title |
| Phone | 2058235544 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID COMPHER | Name |
| PTIN | P00369019 | PTIN |
| Phone | 2059337822 | Phone |
| Date Prepared | 2012-05-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 9328530 | 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 | 233066 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 233066 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -82672 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1624521 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 150396 | TotalRevenueAndExpenses |
| Total Net Investment Income | 233068 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1100 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1100 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 96724 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 96724 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 1 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 378 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 99303 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 97825 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1100 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 436745 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 436745 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 536048 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 97825 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 437845 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -385652 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 135243 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2745606 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2112417 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2112417 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 7047849 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7295764 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7216113 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 1882 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1882 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 378 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 0 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 0 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 9793833 | TotalAssetsBOY |
| Total Assets EOY | 9408181 | TotalAssetsEOY |
| Total Assets EOYFMV | 9328530 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | 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 | 9793833 | RetainedEarningsBOY |
| Retained Earnings EOY | 9408181 | RetainedEarningsEOY |
| Total Net Assets BOY | 9793833 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9408181 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9793833 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9408181 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9793833 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -385652 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 9408181 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9408181 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| UBS 04162 | 249287 | 249287 | 0 | 0 |
| UBS 04162 | 1375234 | 1457906 | -82672 | -82672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -82672 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 400291 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9146058 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043767 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 452963 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7992810 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056671 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 193805 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9900090 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.019576 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4423220 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 115796 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1786399 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.064821 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.184835 | TotalDistributionRatio |
| Average Distribution Ratio | 0.036967 | AverageDistributionRatio |
| Net Noncharitable Assets | 9692212 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 358292 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1352 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 359644 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 437845 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1352 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1352 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1352 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3865 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3865 | TotalCreditsAndPayments |
| Overpayment | 2513 | Overpayment |
| Amount Credited To Next Year | 2513 | 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 | 1 | 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 | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2059337822 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 55765 | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35255 | 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 | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL B RUMORE | ||||||||
| 2664 VESCLUB CIRCLE | BIRMINGHAM | AL | 35216 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| PHILLIP RUMORE | ||||||||
| 2664 VESCLUB CIRCLE | BIRMINGHAM | AL | 35216 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| CHRISTINA M HARE | ||||||||
| 2664 VESCLUB CIRCLE | BIRMINGHAM | AL | 35216 | DIRECTOR | 1.00 | 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) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7264866 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2574943 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9839809 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9839809 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 147597 | CashDeemedCharitable |
| Net Noncharitable Assets | 9692212 | NetNoncharitableAssets |
| Minimum Investment Return | 484611 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 484611 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1352 | TaxBasedOnInvestmentIncome |
| Total Tax | 1352 | TotalTax |
| Distributable Amount Before Adj | 483259 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 483259 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 483259 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 437845 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 437845 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1352 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 436493 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 483259 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 432872 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 437845 | QualifyingDistributions |
| Applied To Year1 | 432872 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4973 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 478286 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARCHANGEL RADIO | |||||||
| PO BOX 1526 | FARIHOPE | AL | 36533 | N/A | PRIVATE | SUPPORT PROGRAMS | $50,000 |
| BIBLE CHRISTIAN SOCIETY | |||||||
| PO BOX 424 | BIRMINGHAM | AL | 35127 | N/A | PUBLIC CHARITY | CATHOLIC CHARITIES | $1,000 |
| BIRMINGHAM BOYS CHIOR | |||||||
| 3205 MONTE DESTE WAY | BIRMINGHAM | AL | 35216 | N/A | PUBLIC CHARITY | RELIGIOUS | $23,500 |
| BLESSED SACRAMENT CATHOLIC CHURCH | |||||||
| 1460 PEARSON AVE SW | BIRMINGHAM | AL | 35211 | N/A | PRIVATE | RELIGIOUS | $5,000 |
| CHILDRENS HOSPITAL FOUNDATION | |||||||
| 1600 7TH AVE SOUTH | BIRMINGHAM | AL | 35233 | N/A | PRIVATE FOUNDATION | SUPPORT PROGRAMS | $20,000 |
| CRIPPLED CHILDREN'S FOUNDATION | |||||||
| 2019 FOURTH AVENUE NORTH | BIRMINGHAM | AL | 35203 | N/A | PRIVATE FOUNDATION | SUPPORT PROGRAMS | $2,000 |
| DOMINICAN MONASTERY OF ST JUDE | |||||||
| PO BOX 170 | MARBURY | AL | 36051 | N/A | PRIVATE | RELIGIOUS | $1,000 |
| FRANCISCAN MISSIONAIRES | |||||||
| 5821 OLD LEEDS ROAD | BIRMINGHAM | AL | 35210 | N/A | PUBLIC CHARITY | CATHOLIC CHARITIES | $8,000 |
| FSSP | |||||||
| 584 LANDERS DR | MABLETON | GA | 30126 | N/A | PRIVATE | CATHOLIC CHARITIES | $1,000 |
| JOHN CARROLL CATHOLIC HS | |||||||
| 300 LAKESHORE PARKWAY | BIRMINGHAM | AL | 35209 | N/A | PRIVATE | EDUCATION | $75,575 |
| MOTHER VIKASA SOCIAL SERVIS SOCIETY | |||||||
| BIRMINGHAM | BIRMINGHAM | AL | 99999 | N/A | PRIVATE | RELIGIOUS | $20,000 |
| OUR LADY OF SORROWS CATHOLIC CHURCH | |||||||
| 1720 OXMOOR ROAD | BIRMINGHAM | AL | 35209 | N/A | PUBLIC CHARITY | RELIGIOUS | $28,120 |
| OUR LADY OF THE GULF | |||||||
| 208 E 22ND AVE | GULF SHORES | AL | 36547 | N/A | PRIVATE | RELIGIOUS | $3,000 |
| OUR LADY OF VALLEY CATHOLIC CHURCH | |||||||
| 5514 DOUBLE OAK LN | BIRMINGHAM | AL | 35242 | N/A | PUBLIC CHARITY | RELIGIOUS | $85,000 |
| POPE JOHN PAUL II HIGH SCHOOL | |||||||
| 7301 OLD MADISON PIKE | HUNTSVILLE | AL | 35806 | N/A | PRIVATE | EDUCATION | $7,500 |
| POPULATION RESOURCE INSTITUTION | |||||||
| PO BOX 1559 | FRONT ROYAL | VA | 22630 | N/A | PUBLIC CHARITY | RESEARCH | $1,000 |
| QUEEN OF HEAVEN RADIO | |||||||
| 40 PARK ROAD SUITE B | PLEASANT GROVE | AL | 35127 | N/A | PUBLIC CHARITY | CATHOLIC CHARITIES | $5,000 |
| SISTERS SERVANTS OF THE ETERNAL WORLD | |||||||
| 3721 BELMONT ROAD | BIRMINGHAM | AL | 35210 | N/A | PUBLIC CHARITY | RELIGIOUS | $20,000 |
| ST BERNARD PREP SCHOOL | |||||||
| 101 SAINT BERNARD AVE SE | CULLMAN | AL | 35055 | N/A | PRIVATE | EDUCATION | $50 |
| ST JAMES SCHOOL | |||||||
| 700 ALBERT RAINES BLVD | GADSDEN | AL | 35901 | N/A | PRIVATE | EDUCATION | $10,000 |
| ST MARGARET OF SCOTLAND | |||||||
| 601 WEST LAUREL AVENUE | FOLEY | AL | 36535 | N/A | PRIVATE FOUNDATION | RELIGIOUS | $1,000 |
| ST PAULS CATHOLIC CHURCH | |||||||
| 1900 HIGHWAY 72 WEST | ATHENS | AL | 35612 | N/A | PRIVATE | RELIGIOUS | $2,000 |
| ST PETER'S CATHOLIC CHURCH | |||||||
| 2061 PATTON CHAPEL ROAD | BIRMINGHAM | AL | 35216 | N/A | PUBLIC CHARITY | RELIGIOUS | $5,000 |
| ST ROSE ACADEMY | |||||||
| 1401 22ND STREET SOUTH | BIRMINGHAM | AL | 35205 | N/A | PUBLIC CHARITY | EDUCATION | $20,000 |
| ST THOMAS BY THE SEA | |||||||
| 26547 PERDIDO BEACH BLVD | ORANGE BEACH | AL | 36561 | N/A | PRIVATE | RELIGIOUS | $1,000 |
| THE ASSOCIATION OF ST LAWRENCE | |||||||
| 1050 TALLYRAND AVE | JACKSONVILLE | FL | 32206 | N/A | PUBLIC CHARITY | CATHOLIC CHARITIES | $20,000 |
| UNITED FOR LIFE FOUNDATION | |||||||
| PO BOX 43217 | BIRMINGHAM | AL | 35243 | N/A | PUBLIC CHARITY | SUPPORT PROGRAMS | $20,000 |
| URBU ET ORBI COMM INC | |||||||
| 6375 NEW HOPE RD | NEW HOPE | KY | 40052 | N/A | PUBLIC CHARITY | RELIGIOUS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 436745 | 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 | $233,066 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$82,672 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $150,396 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 150396 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $2,200 | Amount |
| Net Investment Income | 1100 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1100 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | OFFICE FURNITURE | DescriptionOfProperty |
| Date Acquired | 2006-11-27 | DateAcquired |
| Cost Or Other Basis | 1882 | CostOrOtherBasis |
| Prior Years Depreciation | 1504 | PriorYearsDepreciation |
| Computation Method | SL | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 378 | CurrentYearExpense |
| Net Investment Income | 0 | NetInvestmentIncome |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | UBS UH 04162 | NameOfStock |
| EOY Book Value | 7295764 | EOYBookValue |
| EOYFMV | 7216113 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE FURNITURE | CategoryOrItem |
| Cost Or Other Basis | 1882 | CostOrOtherBasis |
| Accumulated Depreciation | 1882 | AccumulatedDepreciation |
| EOYFMV | 0 | EOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UBS SQ 04162 | Description |
| Revenue And Expenses Per Books | 2 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2 | NetInvestmentIncome |
| Adjusted Net Income | 2 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL MANAGEMENT FEES | Category |
| Amount | $96,724 | Amount |
| Net Investment Income | 96724 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |