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CATRANIS FAM CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CATRANIS FAM CHARITABLE FOUNDATION INC (EIN 20-0410904)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501339349101840
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T11:18:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630191630 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH DUKES & BUCKALEW LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 AIRPORT BLVD | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 366081667 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200410904 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATRANIS FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATR | BusinessNameControlTxt |
| Phone | 2514718000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2033 AIRPORT BOULEVARD D | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 366061366 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICK CATRANIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2514718000 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLIFTON T JACKSON | PreparerPersonNm |
| PTIN | P01269673 | PTIN |
| Phone | 2513431200 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,948,907 | 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 | $1,707 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,707 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,159 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $332,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,866 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,214 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $329 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $992 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $992 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $389 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,292 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $389 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $197,292 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,477 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $92,309 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,146 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,793,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,705,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,919,761 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,172 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,172 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,885,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,734,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,948,907 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,885,690 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,734,189 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,885,690 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,734,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,885,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,734,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,885,690 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,734,287 | SubtotalAmt |
| Other Decreases | $98 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,734,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $321,407 | $358,310 | -$36,903 | -$36,903 |
| CAPITAL GAINS DIVIDENDS | P | $11,200 | $11,200 | $11,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$25,703 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,007 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,007 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $73 | OverpaymentAmt |
| Applied To ES Tax | $73 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NICK T CATRANIS | IndividualWithBooksNm |
| Phone | 2514718000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2033 AIRPORT BOULEVARD SUITE D | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 366061366 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NICK T CATRANIS | ||||||||
| 233 B MCGREGOR AVENUE SOUTH | MOBILE | AL | 36608 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| THEODORE N CATRANIS MD | ||||||||
| 264 COLLEGE LANE | MOBILE | AL | 36608 | TREASURER | 0.00 | $0 | $0 | $0 |
| GEORGE N CATRANIS | ||||||||
| 233 A MCGREGOR AVENUE SOUTH | MOBILE | AL | 36608 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,579,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,620,608 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,620,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,551,299 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,565 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $227,565 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,007 | TotalTaxAmt |
| Distributable Before Adj | $226,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $226,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $226,558 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $197,292 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $197,292 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $226,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $193,722 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $197,292 | QualifyingDistributionsAmt |
| Applied To Year1 | $193,722 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $222,988 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NICK T CATRANIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP RAP A HOPE | |||||||
| 2701 AIRPORT BLVD | MOBILE | AL | 36606 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| CHILD ADVOCACY CENTER | |||||||
| 1351 SPRINGHILL AVE | MOBILE | AL | 36604 | N/A | PUBLIC CHARITY | SERVE IT UP WITH LOVE | $10,000 |
| CLASSICAL BALLET OF MOBILE | |||||||
| PO BOX 8124 | MOBILE | AL | 36698 | N/A | PUBLIC CHARITY | PERFORMANCE SPONSOR | $5,000 |
| DANCE WITHOUT LIMITS | |||||||
| 4715 AIRPORT BLVD | MOBILE | AL | 36609 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| DOOR TO SERENITY | |||||||
| PO BOX 11265 | MOBILE | AL | 36671 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| GARNER C TAMPARY MEMORIAL FOUNDATION | |||||||
| 26560 MAGNOLIA AVE | ORANGE BEACH | AL | 36561 | N/A | PF | LESSONZ | $1,000 |
| MITCHELL CANCER CENTER | |||||||
| 650 CLINIC DR | MOBILE | AL | 36688 | N/A | PUBLIC CHARITY | ANNUAL GO RUN | $30,000 |
| RACHEL'S GIFT | |||||||
| 922 WHY 81 E PMB 153 | MCDONOUGH | GA | 30252 | N/A | PUBLIC CHARITY | ANGEL DASH | $5,000 |
| PRICHARD PREPARATORY SCHOOL | |||||||
| 743 MT SINAI AVE | MOBILE | AL | 36612 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| RONALD MCDONALD HOUSE | |||||||
| 1626 SPRING HILL AVE | MOBILE | AL | 36604 | N/A | PUBLIC CHARITY | ADOPT A ROOM | $5,000 |
| ST ATHANSIOS GREEK ORTHODOX CHURCH | |||||||
| PO BOX 3668 | GULF SHORES | AL | 36547 | N/A | PUBLIC CHARITY | ICONOGRAPHY | $10,000 |
| ST ATHANSIOS GREEK ORTHODOX CHURCH | |||||||
| PO BOX 3668 | GULF SHORES | AL | 36547 | N/A | PUBLIC CHARITY | ETHEL'S GIRLS | $2,000 |
| VICTORY HEALTH PARTNERS | |||||||
| 3750 PROFESSIONAL PKWY | MOBILE | AL | 36609 | N/A | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| WOMENS RESOURCE CENTER | |||||||
| 718 DOWNTOWNER LOOP W | MOBILE | AL | 36609 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| ST ATHANSIOS GREEK ORTHODOX CHURCH | |||||||
| PO BOX 3668 | GULF SHORES | AL | 36547 | N/A | PUBLIC CHARITY | ETHEL CATRANIS SCHOLARSHIP | $50,000 |
| UNITED CEREBRAL PALSY | |||||||
| 3058 DAUPHIN SQ CONNECTOR | MOBILE | AL | 36607 | N/A | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| COMMUNITY FOUNDATION OF SOUTH ALABAMA | |||||||
| PO BOX 990 | MOBILE | AL | 36601 | N/A | PUBLIC CHARITY | YELLOW CARDINAL MENTAL WELLNESS FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,707 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,159 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$25,703 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,163 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,163 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), CATRANIS FAMILY CHARITABLE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 2019 IN THE AMOUNT OF $1,614.NICK T. CATRANIS, PRESIDENT | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $5,174 | $22,622 |
| ABBVIE INC | $5,611 | $35,540 |
| AIRBUS SE ADR | $8,306 | $19,918 |
| AMERICAN ELECTRIC POWER INC | $7,535 | $18,446 |
| APPLE INC | $171,458 | $2,103,528 |
| APPLIED MATERIALS INC | $5,650 | $16,263 |
| AT&T INC | $55,901 | $56,242 |
| CATERPILLAR INC | $76,552 | $362,760 |
| CISCO SYSTEMS INC | $9,418 | $11,840 |
| CLOROX COMPANY CLX | $12,748 | $32,482 |
| COCA-COLA COMPANY | $16,706 | $24,904 |
| CONOCOPHILLIPS COP | $26,629 | $49,585 |
| CONSOLIDATED EDISON INC ED | $11,411 | $17,846 |
| CORNING INC GLW | $12,887 | $47,520 |
| CUMMINS INC | $45,212 | $174,300 |
| DOMINION ENERGY INC | $8,249 | $7,163 |
| EXXON MOBIL CORP | $45,315 | $70,458 |
| FORD MOTOR COMPANY | $19,071 | $16,830 |
| GENERAL MILLS INC GIS | $19,588 | $31,885 |
| GILEAD SCIENCES INC | $31,104 | $46,185 |
| ILLINOIS TOOL WORKS INC | $12,995 | $50,712 |
| JOHNSON & JOHNSON | $13,053 | $28,924 |
| JOHNSON CTLS INTL PLC | $15,260 | $26,363 |
| KEURIG DR PEPPER INC | $18,188 | $19,272 |
| KIMBERLY-CLARK CORP | $16,927 | $26,208 |
| MCDONALDS CORP | $15,059 | $57,978 |
| MERCK & CO INC NEW | $6,914 | $19,896 |
| MICROSOFT CORP | $16,225 | $210,750 |
| MODERNA INC | $51,258 | $12,474 |
| NORFOLK SOUTHERN CORP | $22,215 | $70,410 |
| ORGANON & CO | $346 | $298 |
| PEPSICO INC | $12,327 | $30,412 |
| PFIZER INC | $28,713 | $21,224 |
| PROCTER & GAMBLE CO | $41,650 | $83,825 |
| LIBERTY SIRIUS XM HOLDINGS INC | $11,447 | $22,800 |
| SOUTHERN COMPANY | $21,881 | $41,160 |
| TEVA PHARMACEUTICAL ADR INDS LTD | $17,482 | $22,040 |
| TRANSOCEAN LTD | $17,444 | $1,500 |
| UNITEDHEALTH GROUP INC | $11,382 | $101,172 |
| VANGUARD CONSUMER ST ETF | $24,876 | $36,992 |
| VANGUARD FINANCIALS ETF | $24,681 | $40,144 |
| VANGUARD FTSE ETF EUROPEAN | $26,903 | $30,148 |
| VANGUARD S&P SMALL CAP ETF 600 | $27,350 | $44,537 |
| VANGUARD S&P MID-CAP ETF 400 | $27,403 | $48,108 |
| VIRGIN GALACTIC HLDGS INC | $4,803 | $59 |
| WALGREENS BOOTS ALLIANCE INC | $14,553 | $2,799 |
| WALMART INC | $70,044 | $135,525 |
| COLUMBIA ACORN FUND | $124,806 | $73,225 |
| COLUMBIA SMALL CAP GROWTH FUND | $125,866 | $134,199 |
| EUROPACIFIC GROWTH FD | $42,449 | $48,131 |
| FRANKLIN INCOME FUND | $93,733 | $93,877 |
| GROWTH FUND AMERICA CL A | $45,007 | $84,819 |
| EATON VANCE FUNDS TAX MANAGED DIVERSIFIED EQUITY | $21,629 | $19,435 |
| D R HORTON | $36,176 | $69,910 |
| GSK PLC | $19,385 | $13,528 |
| HALEON PLC | $4,268 | $4,770 |
| FIDELITY TREASURY ONLY PORTFOLIO | $25,820 | $25,820 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $98 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID - WELLS FARGO | $329 | $329 | $0 |
| 2024 ESTIMATED TAXES | $885 | $0 | $0 |