THE HACKNEY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE HACKNEY FOUNDATION (EIN 63-1131504)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-11
- IRS object ID
- 202340429349100109
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-11T11:45:39-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ACTON ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631131504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HACKNEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HACK | BusinessNameControlTxt |
| Phone | 2058705563 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE METROPLEX DRIVE 210 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA HACKNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2058705563 | PhoneNum |
| Signature | 2023-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRENDA | PersonFirstNm |
| Person Last | HACKNEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN RANDOLPH | PreparerPersonNm |
| PTIN | P00989558 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Preparation | 2023-02-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $506,135 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $102,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,619 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,137 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,619 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $150,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,988 | 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 | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $478 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,204 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,918 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,918 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,638 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,638 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $278,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $308,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $482,497 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $280,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $332,186 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $506,135 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,139,582 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,139,582 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,859,121 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,807,396 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $280,461 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $332,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $280,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $332,186 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $280,461 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,888 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $332,349 | SubtotalAmt |
| Other Decreases | $163 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $332,186 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KIMBERLY CLARK CORP | P | 2011-10-13 | 2022-07-21 | $23,004 | $12,096 | $10,908 | $10,908 |
| KIMBERLY CLARK CORP | P | 2019-10-02 | 2022-07-21 | $167 | $182 | -$15 | -$15 |
| KIMBERLY CLARK CORP | P | 2020-01-03 | 2022-07-21 | $177 | $184 | -$7 | -$7 |
| KIMBERLY CLARK CORP | P | 2020-04-02 | 2022-07-21 | $197 | $192 | $5 | $5 |
| KIMBERLY CLARK CORP | P | 2020-07-02 | 2022-07-21 | $176 | $194 | -$18 | -$18 |
| KIMBERLY CLARK CORP | P | 2020-10-02 | 2022-07-21 | $173 | $195 | -$22 | -$22 |
| KIMBERLY CLARK CORP | P | 2021-01-05 | 2022-07-21 | $192 | $197 | -$5 | -$5 |
| KIMBERLY CLARK CORP | P | 2021-04-05 | 2022-07-21 | $200 | $211 | -$11 | -$11 |
| KIMBERLY CLARK CORP | P | 2021-07-02 | 2022-07-21 | $207 | $213 | -$6 | -$6 |
| KIMBERLY CLARK CORP | P | 2021-10-04 | 2022-07-21 | $211 | $215 | -$4 | -$4 |
| KIMBERLY CLARK CORP | P | 2022-01-04 | 2022-07-21 | $198 | $217 | -$19 | -$19 |
| KIMBERLY CLARK CORP | P | 2022-04-04 | 2022-07-21 | $181 | $172 | $9 | $9 |
| KIMBERLY CLARK CORP | P | 2022-04-04 | 2022-07-26 | $54 | $50 | $4 | $4 |
| LTCG DISTRIBUTION | P | 2019-12-31 | 2021-12-21 | $26,800 | $26,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,619 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $591 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $610 | TaxDueAmt |
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 | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 2058705563 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE METROPLEX DRIVE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | 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 |
|---|---|---|---|---|---|---|---|---|
| BRENDA HACKNEY | ||||||||
| ONE METROPLEX DRIVE | BIRMINGHAM | AL | 35209 | PRES/VP/TREASURER | 5.00 | $0 | $0 | $0 |
| T MORRIS HACKNEY | ||||||||
| ONE METROPLEX DRIVE | BIRMINGHAM | AL | 35209 | CHAIRMAN/SECRETARY | 5.00 | $0 | $0 | $0 |
| JAMES R HACKNEY | ||||||||
| ONE METROPLEX DRIVE | BIRMINGHAM | AL | 35209 | DIRECTOR | 5.00 | $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 | $564,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $576,170 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $576,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $567,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $591 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $591 | TotalTaxAmt |
| Distributable Before Adj | $27,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,785 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,168 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $78,533 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,737 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,403 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,538 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,402 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $333,613 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,383 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $396,996 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $78,533 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $318,463 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,737 | ExcessFromYear4Amt |
| Excess From Year3 | $76,403 | ExcessFromYear3Amt |
| Excess From Year2 | $49,538 | ExcessFromYear2Amt |
| Excess From Year1 | $62,402 | ExcessFromYear1Amt |
| Excess From Current Year | $63,383 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | T MORRIS HACKNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A EDUCATION PARTNERSHIP | ||||||||
| 1230 1ST AVE N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| ALABAMA APPLESEED | ||||||||
| 400 S UNION ST | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| ALABAMA BAPTIST CHILDREN'S HOMES | ||||||||
| 2681 ROCKY RIDGE LN | BIRMINGHAM | AL | 35216 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| ALABAMA SYMPHONY ORCHESTRA | ||||||||
| 3621 6TH AVENUE SOUTH | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,150 | |
| ALS ASSOCIATION - ALABAMA CHAPTER | ||||||||
| 300 CAHABA PARK CIR STE 209 | BIRMINGHAM | AL | 35242 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $400 | |
| ALZHEIMER'S OF ALABAMA | ||||||||
| 2151 HIGHLAND AVE 210 | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1100 IRELAND WAY | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| BIRMINGHAM BOTANTICAL GARDENS | ||||||||
| 2612 LANE PARK RD | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $350 | |
| BIRMINGHAM CHILDREN'S THEATRE | ||||||||
| 2130 RICHARD ARRINGTON JR BLVD N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| BIRMINGHAM MUSEUM OF ART | ||||||||
| 2000 REVEREND ABRAHAM WOODS JR BLVD | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| CANTERBURY UNITED METHODIST CHURCH | ||||||||
| 350 OVERLOOK RD | MOUNTAIN BROOK | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,100 | |
| CASA OF SHELBY COUNTY | ||||||||
| 5184 CALDWELL MILL RD SUITE 204 | HOOVER | AL | 35244 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| CHILDCARE RESOURCES | ||||||||
| 244 W VALLEY AVE 200 | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| CHILDRENS AID SOCIETY | ||||||||
| 103 MOUNTAIN BROOK MLVD | MADISON | AL | 35758 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| CHILDRENS OF ALABAMA FOUNDATION | ||||||||
| 2112 11TH AVENUE SOUTH THE PLAZA | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $800 | BUILDING STE 120 |
| COMMUNITY FOOD BANK OF CENTRAL ALABAMA | ||||||||
| 107 WALTER DAVID DR | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| COMMUNITY FURNITURE BANK | ||||||||
| 219 DISTRIBUTION DR | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| FORGE SURVIVORSHIP CENTER | ||||||||
| 1321 19TH ST S | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $300 | |
| INDEPENDENT PRESBYTERIAN CHURCH | ||||||||
| 3100 HIGHLAND AVE | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| JDRF | ||||||||
| 200 VERSEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 | |
| JUNIOR LEAGUE OF BIRMINGHAM | ||||||||
| 2212 20TH AVE SOUTH | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| LAKESHORE FOUNDATION | ||||||||
| 4000 RIDGEWAY DR | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,100 | |
| LINLY HEFLIN UNIT | ||||||||
| 13 OFFICE PARK CIR | MOUNTAIN BROOK | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| MAGIC MOMENTS | ||||||||
| 1600 7TH AVE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| MISSION OUTREACH UNITED APPEAL FUND | ||||||||
| PO BOX 130699 | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| MITCHELL'S PLACE | ||||||||
| 4778 OVERTON RD | BIRMINGHAM | AL | 35210 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,250 | |
| MOUNTAIN BROOK CITY SCHOOLS FOUNDATION | ||||||||
| 32 VINE ST | MOUNTAIN BROOK | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 2200 WOODCREDT PL | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| OASIS | ||||||||
| 2807 7TH AVE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 | |
| PASTORAL COUNSELING AND TRAINING CTR | ||||||||
| 400 OFFICE PARK DR STE 130 | MOUNTAIN BROOK | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| ROTARY CLUB OF BIRMINGHAM FOUNDATION | ||||||||
| 2019 4TH AVE NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,400 | |
| SAMFORD UNIVERSITY | ||||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 35229 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| SAMFORD UNIVERSITY LEGACY LEAGUE | ||||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 35229 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $350 | |
| SIGHT SAVERS AMERICA | ||||||||
| 337 BUSINESS CIR | PELHAM | AL | 35124 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| SLOSS FURNACES NATIONAL HIST LANDMARK | ||||||||
| 20 32ND ST NORTH | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| ST VINCENT'S FOUNDATION | ||||||||
| 1130 22ND STREE SOUTH STE 1000 | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| THE BELL CENTER | ||||||||
| 1700 29TH CT SOUTH | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,200 | |
| THE COMMUNITY FOUNDATION OF WNC | ||||||||
| 4 VANDERBILT PARK DR | ASHEVILLE | NC | 28803 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THE FOUNDRY MINISTRIES | ||||||||
| 3748 LORNA RD | BIRMINGHAM | AL | 35216 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| THE LOVELADY CENTER | ||||||||
| 7916 2ND AVE SOUTH | BIRMINGHAM | AL | 35206 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| THE NATURE CONSERVANCY ALABAMA | ||||||||
| 2100 1ST AVENUE N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| THE SALVATION ARMY | ||||||||
| 2410 REVEREND ABRAHAM WOODS JR BLVD | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| TUM TUM TREE FOUNDATION | ||||||||
| PO BOX 43651 | BIRMINGHAM | AL | 35243 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| UAB ATHLETICS FOUNDATION | ||||||||
| 1720 2ND AVENUE SOUTH AB 1264 | BIRMINGHAM | AL | 35294 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,333 | |
| UAB VISUAL AND PERFORMING ARTS | ||||||||
| 1221 10TH AVE SOUTH | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| UNITED WAY | ||||||||
| 304 1ST AVE NE | CULLMAN | AL | 35055 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| YWCA OF CENTRAL ALABAMA | ||||||||
| 2324 3RD AVE NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $11,000 | |
| ALABAMA HOLOCAUST EDUCATION CENTER | ||||||||
| 2100 HIGHLAND AVE S | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| ALZHEIMER'S OF CENTRAL ALABAMA | ||||||||
| 300 OFFICE PARK DR STE 225 | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $150 | |
| BIG OAK RANCH | ||||||||
| 4260 CAHABA HEIGHTS CT | BIRMINGHAM | AL | 35243 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| BIRMINGHAM HISTORICAL SOCIETY | ||||||||
| 2827 HIGHLAND AVE S | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| CATHOLIC CHARITIES OF BIRMINGHAM | ||||||||
| 2121 3RD AVE N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| COMMUNITY GRIEF SUPPORT | ||||||||
| 1119 OXMOOR RD | HOMEWOOD | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| FIREHOUSE MINISTRIES | ||||||||
| 626 2ND AVE N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| FIRST PRESBYTERIAN CHURCH OF BIRMINGHAM | ||||||||
| 2100 4TH AVE N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| GIRL SCOUNTS OF NORTH CENTRAL ALABAMA | ||||||||
| 105 HEATHERBROOKE PARK DR | BIRMINGHAM | AL | 35242 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $110 | |
| HIGHLANDS CASHIERS HEALTH FOUNDATION | ||||||||
| 348 S 5TH ST | HIGHLANDS | NC | 28741 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| I3 ACADEMY | ||||||||
| 30 49TH ST N | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| JOHN CARROLL HIGH SCHOOL | ||||||||
| 300 LAKESHORE PKWY | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| MIKE SLIVE FOUNDATION | ||||||||
| PO BOX 530748 | BIRMINGHAM | AL | 35253 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 | |
| MOUNTAIN BROOK BAPTIST CHURCH | ||||||||
| 3631 MONTEVALLO RD S | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 | |
| ORLEAN BEASON SCHOOL OF EDUCATION | ||||||||
| 859 MONTAGUE DR | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 | |
| POSITIVE MATURITY | ||||||||
| 3918 MONTCLAIR RD | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| PRESBYTERIAN HOME OF CHILDREN | ||||||||
| 905 ASHLAND HWY | TALLADEGA | AL | 35160 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| RED MOUNTAIN THEATRE | ||||||||
| 1600 3RD AVE S | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,500 | |
| ROBERT A JONES JR SCHOLORSHIP FUND | ||||||||
| PO BOX 12501 | BIRMINGHAM | AL | 352022501 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $75 | |
| ROCK RUN BAPTIST CHURCH | ||||||||
| 6575 COUNTY ROAD 29 | PIEDMONT | AL | 36272 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| ROTARACT CLUB OF BIRMINGHAM | ||||||||
| 2019 4TH AVE NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| ROTARY INTERNATIONAL FOUNDATION | ||||||||
| 2019 4TH AVE NORTH | BIRMINGHAM | AL | 35023 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THE CATHEDRAL CHURCH OF ADVENT | ||||||||
| 2017 6TH AVE N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| THE EXCEPTIONAL FOUNDATION | ||||||||
| 1616 OXMOOR RD | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 3500 BLUE LAKE DR | BIRMINGHAM | AL | 35243 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| THE JED FOUNDATION | ||||||||
| 530 7TH AVE STE 801 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| THE ROTARY FOUNDATION | ||||||||
| 2019 4TH AVE NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THE UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||||
| 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 35294 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| WADE HAMPTON GOLF CLUB FOUNDATION | ||||||||
| 68 GOLF DRIVE | CASHIERS | NC | 28717 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| VANDERBILT LAW SCHOOL | ||||||||
| 131 21ST AVE SOUTH | NASHVILLE | TN | 372031181 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| UNIVERSITY OF ALABAMA SCHOOL OF LAW | ||||||||
| PO BOX 870382 | TUSCALOOSA | AL | 35487 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| UAB HEERSINK SCHOOL OF MEDICINE | ||||||||
| 1720 2ND AVE SOUTH | BIRMINGHAM | AL | 352943412 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| STAIR OF BIRMINGHAM - VOIDED CHECKS | ||||||||
| 3703 5TH AVE S SUITE 400 | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | -$200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,918 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,619 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,988 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA M HACKNEY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE METROPLEX DRIVE NO 210 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $102,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WARREN AVERETT, LLC | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LPL FINANCIAL | StockNm |
| EOY Book Value | $308,548 | EOYBookValueAmt |
| EOYFMV | $482,497 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT NOT AFFECTING TAXABLE INCOME | Desc |
| Amt | $163 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $4,204 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,204 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES PAID | CategoryTxt |
| Amt | $478 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments