BRUNO RUMORE FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: BRUNO RUMORE FOUNDATION (EIN 26-0300098)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-06-09
IRS object ID: 201141609349100304
Schema version: 2010v3.2
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 Expenses Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-06-09T12:50:49-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

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	2010-01-01	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	2011-05-31	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DAVID COMPHER	Name
Phone	2059337822	Phone
Date Prepared	2011-05-23	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	10565547	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	4808	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	184965	DividendsRevAndExpnss
Dividends Net Invst Incm	184965	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-393264	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	8223290	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	-203491	TotalRevenueAndExpenses
Total Net Investment Income	184965	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	2949	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1474	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	1475	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	86561	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	86561	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	376	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	0	DeprecAndDepletionNetInvstIncm
Other Expenses Rev And Expnss	2000	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	2000	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	91887	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	90036	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	1475	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	399765	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	399765	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	491652	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	90036	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	401240	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-695143	ExcessOfRevenueOverExpenses
Net Investment Income	94929	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1568	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	2745606	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	2745606	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	10486654	InvestmentsCorpStockBOY
Investments Corp Stock EOY	7047849	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	7819563	InvestmentsCorpStockEOYFMV
Land Building And Equipment Basis	1882	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	1504	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	754	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	378	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	378	LandBuildingAndEquipmentEOYFMV
Total Assets BOY	10488976	TotalAssetsBOY
Total Assets EOY	9793833	TotalAssetsEOY
Total Assets EOYFMV	10565547	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	10488976	RetainedEarningsBOY
Retained Earnings EOY	9793833	RetainedEarningsEOY
Total Net Assets BOY	10488976	TotalNetAssetsBOY
Total Net Assets EOY	9793833	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	10488976	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	9793833	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	10488976	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-695143	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	9793833	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	9793833	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 SQ 04162	2612589	2612442	147	147
UBS SQ 04162	5610701	6004112	-393411	-393411

Field	Value	IRS element (for citing)
Capital Gain Net Income	-393264	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	452963	QualifyingDistributionsYear1
Noncharitable Assets Year1	7992810	NoncharitableAssetsYear1
Distribution Ratio Year1	0.056671	DistributionRatioYear1
Qualifying Distributions Year2	193805	QualifyingDistributionsYear2
Noncharitable Assets Year2	9900090	NoncharitableAssetsYear2
Distribution Ratio Year2	0.019576	DistributionRatioYear2
Qualifying Distributions Year3	0	QualifyingDistributionsYear3
Noncharitable Assets Year3	4423220	NoncharitableAssetsYear3
Distribution Ratio Year3	0.0	DistributionRatioYear3
Qualifying Distributions Year4	115796	QualifyingDistributionsYear4
Noncharitable Assets Year4	1786399	NoncharitableAssetsYear4
Distribution Ratio Year4	0.064821	DistributionRatioYear4
Qualifying Distributions Year5	124668	QualifyingDistributionsYear5
Noncharitable Assets Year5	1780624	NoncharitableAssetsYear5
Distribution Ratio Year5	0.070014	DistributionRatioYear5
Total Distribution Ratio	0.211082	TotalDistributionRatio
Average Distribution Ratio	0.042216	AverageDistributionRatio
Net Noncharitable Assets	9146058	NetNoncharitableAssets
Adjusted Noncharitable Assets	386110	AdjustedNoncharitableAssets
One Percent Net Investment Income	949	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	387059	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	401240	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	949	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	949	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	949	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	4814	EstTaxPaymentsAndOverpayment
Total Credits And Payments	4814	TotalCreditsAndPayments
Overpayment	3865	Overpayment
Amount Credited To Next Year	3865	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	6932751	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	2352587	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	9285338	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	9285338	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	139280	CashDeemedCharitable
Net Noncharitable Assets	9146058	NetNoncharitableAssets
Minimum Investment Return	457303	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	457303	MinimumInvestmentReturn
Tax Based On Investment Income	949	TaxBasedOnInvestmentIncome
Total Tax	949	TotalTax
Distributable Amount Before Adj	456354	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	456354	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	456354	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	401240	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	401240	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	949	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	400291	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	456354	DistributableAmountAsAdjusted
Undistributed Income Prior Year	377758	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	401240	QualifyingDistributions
Applied To Year1	377758	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	23482	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	432872	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 (21 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Recipient RelationshipRecipientRelationship
AMERICAN CANCER SOCIETY
1100 IRELAND WAY STE 201	BIRMINGHAM	AL	35205	PUBLIC CHARITY	RESEARCH	$200
BEACONS OF HOPE
2121 3RD AVENUE NORTH	BIRMINGHAM	AL	35203	PUBLIC CHARITY	RELIGIOUS	$18,500
BIRMINGHAM BOYS CHIOR
3205 MONTE DESTE WAY	BIRMINGHAM	AL	35216	PUBLIC CHARITY	RELIGIOUS	$5,000	N/A
BISHOP'S DISCRETIONARY FUND
2120 THRID AVE N	BIRMINGHAM	AL	35202	PRIVATE	RELIGIOUS	$25,000	N/A
FRANCISCAN MISSIONAIRES
5821 OLD LEEDS ROAD	BIRMINGHAM	AL	35210	PUBLIC CHARITY	CATHOLIC CHARITIES	$14,000	N/A
HER CHOICE BHAM
2120 7TH AVENUE SOUTH	BIRMINGHAM	AL	35233	PUBLIC CHARITY	SUPPORT PROGRAMS	$1,000	N/A
JOHN CARROLL CATHOLIC HS
300 LAKESHORE PARKWAY	BIRMINGHAM	AL	35209	PRIVATE	EDUCATION	$111,115	N/A
OUR LADY OF FATIMA SCHOOL
630 1ST STREET SOUTH	BIRMINGHAM	AL	35205	PUBLIC CHARITY	EDUCATION	$1,000
OUR LADY OF THE LAKE
4609 MARTIN STREET SOUTH	CROPWELL	AL	35054	PUBLIC CHARITY	CATHOLIC CHARITIES	$1,000
OUR LADY OF VALLEY CATHOLIC CHURCH
5514 DOUBLE OAK LN	BIRMINGHAM	AL	35242	PUBLIC CHARITY	RELIGIOUS	$75,000	N/A
QUEEN OF HEAVEN RADIO
40 PARK ROAD SUITE B	PLEASANT GROVE	AL	35127	PUBLIC CHARITY	CATHOLIC CHARITIES	$12,000	N/A
ST FRANCIS XAVIER
2 XAVIER CIR	BIRMINGHAM	AL	35213	PRIVATE	EDUCATION	$3,550	N/A
ST JOHNS VIANNEY
2424 HANOVER CIRCLE SOUTH	BIRMINGHAM	AL	35205	PUBLIC CHARITY	CATHOLIC CHARITIES	$5,950
ST JUDE CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PLACE	MEMPHIS	TN	38105	PUBLIC CHARITY	RESEARCH	$50
ST PATRICKS CATHOLIC CHURCH
301 SHAMROCK TRL	ADAMSVILLE	AL	35005	PUBLIC CHARITY	CATHOLIC CHARITIES	$1,500
ST ROSE ACADEMY
1401 22ND STREET SOUTH	BIRMINGHAM	AL	35205	PUBLIC CHARITY	EDUCATION	$10,400	N/A
THE ASSOCIATION OF ST LAWRENCE
1050 TALLYRAND AVE	JACKSONVILLE	FL	32206	PUBLIC CHARITY	CATHOLIC CHARITIES	$90,000
UNITED FOR LIFE FOUNDATION
PO BOX 43217	BIRMINGHAM	AL	35243	PUBLIC CHARITY	SUPPORT PROGRAMS	$20,000	N/A
UNIVERSITY OF ALABAMA - BIRMINGHAM
AB 1270 1530 3RD AVE S	BIRMINGHAM	AL	35233	PUBLIC CHARITY	EDUCATION	$2,000	N/A
URBU ET ORBI COMM INC
6375 NEW HOPE RD	NEW HOPE	KY	40052	PUBLIC CHARITY	RELIGIOUS	$1,000	N/A
ZYNE FAMILY FOUNDATION
2070 MONTEVALLO RD SW	BIRMINGHAM	AL	35211	PRIVATE FOUNDATION	SUPPORT PROGRAMS	$1,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	399765	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	$184,965	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$393,264	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	-$208,299	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	-208299	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	$2,949	Amount
Net Investment Income	1474	NetInvestmentIncome
Disbursements Charitable Prps	1475	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	1128	PriorYearsDepreciation
Computation Method	SL	ComputationMethod
Life	5.000000000000	Life
Current Year Expense	376	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	7047849	EOYBookValue
EOYFMV	7819563	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	1504	AccumulatedDepreciation
Book Value	378	BookValue
EOYFMV	0	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	CONSULTING	Description
Revenue And Expenses Per Books	2000	RevenueAndExpensesPerBooks
Net Investment Income	2000	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	UBS CONSULTING & ADVISORY FEES	Category
Amount	$86,561	Amount
Net Investment Income	86561	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps