AMADY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMADY FOUNDATION (EIN 81-4870490)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-02
- IRS object ID
- 202321229349101862
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-02T09:44:49-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631034180 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORTON LEE BURNETT ET AL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 COLONNADE PKWY SUITE 500 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814870490 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMADY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMAD | BusinessNameControlTxt |
| Phone | 2054272029 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 LAKE HEATHER CIRCLE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANASTASIA Y DY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2054272029 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANASTASIA | PersonFirstNm |
| Person Last | DY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA OH | PreparerPersonNm |
| PTIN | P00355032 | PTIN |
| Phone | 2059679744 | PhoneNum |
| Preparation | 2023-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $266,038 | 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 | $195 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $195 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,736 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $172,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,434 | 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 |
| Taxes Rev And Expnss | $140 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,274 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,274 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,160 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,434 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,143 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,553 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $227,516 | CorporateStockBOYAmt |
| Corporate Stock EOY | $259,266 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $229,485 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $266,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $295,819 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $266,038 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $266,659 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $295,819 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $266,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $295,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $266,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $295,819 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $266,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,160 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $295,819 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $295,819 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIRST EAGLE OVERSEAS | P | 2021-12-02 | 2022-02-16 | $1,076 | $1,023 | $53 | $53 |
| FRANKLIN FLOATING RATE DAILY | P | 2021-02-26 | 2022-02-16 | $373 | $369 | $4 | $4 |
| FIRST EAGLE US VALUE | P | 2021-12-02 | 2022-02-16 | $958 | $898 | $60 | $60 |
| ALLSPRING SPECIAL MID | P | 2021-12-10 | 2022-02-16 | $445 | $439 | $6 | $6 |
| BLACKROCK STRATEGIC INCOME OPPRTNTS | P | 2021-02-26 | 2022-02-16 | $334 | $343 | -$9 | -$9 |
| BLACKROCK MULTI ASSET INCOME | P | 2021-03-31 | 2022-02-16 | $413 | $428 | -$15 | -$15 |
| AMER FUNDS AMCAP | P | 2021-06-17 | 2022-02-16 | $689 | $730 | -$41 | -$41 |
| AMER FUNDS INCOME FUND | P | 2021-03-16 | 2022-02-16 | $605 | $600 | $5 | $5 |
| AMER CAPITAL INCOME BUILDER | P | 2021-03-16 | 2022-02-16 | $293 | $285 | $8 | $8 |
| DWS RREEF GLOCAL INFRASTRUCTURE | P | 2021-03-25 | 2022-02-16 | $572 | $580 | -$8 | -$8 |
| VICTORY RS MID CAP | P | 2021-04-29 | 2022-02-16 | $1,088 | $1,240 | -$152 | -$152 |
| LORD ABBETT ULTRA SHORT BOND | P | 2021-02-26 | 2022-02-16 | $47 | $47 | $0 | $0 |
| ISHARES MSCI ACWI | P | 2020-03-16 | 2022-02-16 | $6,358 | $3,986 | $2,372 | $2,372 |
| INVESCO S&P 500 EQUAL | P | 2020-03-16 | 2022-02-16 | $7,640 | $4,045 | $3,595 | $3,595 |
| PIMCO ENHANCED SHORT MATURITY | P | 2019-04-30 | 2022-02-16 | $6,061 | $6,098 | -$37 | -$37 |
| JP MORGAN EXCHANGE ETF | P | 2019-04-30 | 2022-02-16 | $6,047 | $6,039 | $8 | $8 |
| FIRST EAGLE OVERSEAS | P | 2018-03-07 | 2022-02-16 | $17,507 | $16,373 | $1,134 | $1,134 |
| FRANKLIN FLOATING RATE DAILY | P | 2018-03-07 | 2022-02-16 | $9,838 | $10,859 | -$1,021 | -$1,021 |
| FIRST EAGLE US VALUE | P | 2018-03-07 | 2022-02-16 | $9,742 | $9,073 | $669 | $669 |
| FIDELITY ADVISOR NEW | P | 2018-03-07 | 2022-02-16 | $4,171 | $3,695 | $476 | $476 |
| AMERICAN CENTURY EQUITY | P | 2018-03-07 | 2022-02-16 | $571 | $519 | $52 | $52 |
| PIONEER STRATEGIC INCOME FD | P | 2018-03-07 | 2022-02-16 | $370 | $378 | -$8 | -$8 |
| ALLSPRING SPECIAL MID | P | 2018-03-07 | 2022-02-16 | $4,381 | $3,295 | $1,086 | $1,086 |
| LORD ABBETT SHORT DURATION INCOME | P | 2018-03-07 | 2022-02-16 | $538 | $553 | -$15 | -$15 |
| BLACKROCK MULTI ASSET INCOME | P | 2018-03-07 | 2022-02-16 | $7,537 | $7,398 | $139 | $139 |
| NEUBERGER BERMAN EQUITY INCOME | P | 2018-03-07 | 2022-02-16 | $650 | $591 | $59 | $59 |
| AMERICAN EURO PACIFIC GROWTH FUND | P | 2018-03-07 | 2022-02-16 | $3,866 | $3,667 | $199 | $199 |
| AMER FUNDS AMCAP | P | 2018-03-07 | 2022-02-16 | $10,900 | $8,681 | $2,219 | $2,219 |
| AMER FUNDS INCOME FUND | P | 2018-03-07 | 2022-02-16 | $8,463 | $7,567 | $896 | $896 |
| AMERICAN CAPITAL INCOME BUILDER | P | 2018-03-07 | 2022-02-16 | $8,363 | $7,264 | $1,099 | $1,099 |
| AMERICAN FUNDAMENTAL INVESTORS FUND | P | 2018-03-07 | 2022-02-16 | $2,507 | $2,190 | $317 | $317 |
| AMERICAN NEW WORLD FUND | P | 2018-03-07 | 2022-02-16 | $10,973 | $9,122 | $1,851 | $1,851 |
| AMERICAN WASHINGTON MUTUAL INV FD | P | 2018-03-07 | 2022-02-16 | $2,005 | $1,593 | $412 | $412 |
| DWS RREEF GLOBAL INFRASTRUCT FD | P | 2018-03-07 | 2022-02-16 | $8,969 | $7,404 | $1,565 | $1,565 |
| VICTORY RS MID CAP | P | 2018-03-07 | 2022-02-16 | $2,940 | $3,403 | -$463 | -$463 |
| LORD ABBETT ULTRA SHORT BOND | P | 2020-03-16 | 2022-02-16 | $10,089 | $10,068 | $21 | $21 |
| BLACKROCK STRATEGIC INCOME OPPRTNTS | P | 2020-03-16 | 2022-02-16 | $10,753 | $10,282 | $471 | $471 |
| CAPITAL GAINS DIVIDENDS | P | $4,496 | $4,496 | $4,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $437 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $437 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $437 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $437 | 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 | NOT AVAILABLE | WebsiteAddressTxt |
| Individual With Books | ANASTASIA Y DY | IndividualWithBooksNm |
| Phone | 4083066915 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 LAKE HEATHER CIRCLE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANASTASIA Y DY | ||||||||
| 2222 LAKE HEATHER CIRCLE | BIRMINGHAM | AL | 35242 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PATRICIA OH | ||||||||
| 2222 LAKE HEATHER CIRCLE | BIRMINGHAM | AL | 35242 | VICE PRESIDENT/TREASURER | 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 | $237,248 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $278,823 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $278,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,182 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $274,641 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $437 | TotalTaxAmt |
| Distributable Before Adj | $13,295 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,295 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,295 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $268,759 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $187,967 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $456,726 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,295 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,295 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $443,431 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $443,431 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $255,464 | ExcessFromYear4Amt |
| Excess From Year3 | $187,967 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CONTRIBUTION COMMITTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 LAKE HEATHER CIRCLE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2054272029 | RecipientPhoneNum |
| Form And Info And Materials | COPY OF IRC SECTION 501(C)(3) EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $195 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,736 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,434 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,434 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH BROKERAGE | StockNm |
| EOY Book Value | $259,266 | EOYBookValueAmt |
| EOYFMV | $229,485 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $2,064 | $0 | $0 |
| OTHERS | $70 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $109 | $0 | $0 |
| IRS | $31 | $0 | $0 |
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