J GEORGE MITNICK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- J GEORGE MITNICK FOUNDATION (EIN 23-7281995)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349101984
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T09:38:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237281995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE J GEORGE AND WILLINE E MITNICK | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JGEO | BusinessNameControlTxt |
| Phone | 2052214000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3128 | AddressLine1Txt |
| City | JASPER | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 355023128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID NELSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2052214000 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | NELSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY WATTS | PreparerPersonNm |
| PTIN | P01464575 | PTIN |
| Phone | 2059794100 | PhoneNum |
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 | 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 | $502,496 | 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 |
| Dividends Rev And Expnss | $8,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $291,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,140 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,551 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,551 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,241 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,241 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $359 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,211 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,211 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,411 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,611 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,604 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,301 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $324,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $219,479 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $234,227 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $103,622 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $225,113 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $219,968 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $477,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $492,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $502,496 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $477,299 | CapitalStockBOYAmt |
| Capital Stock EOY | $492,893 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $477,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $492,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $477,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $492,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $477,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,454 | OtherIncreasesAmt |
| Subtotal | $492,893 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $492,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COCA-COLA CO | P | 2021-05-04 | 2022-01-10 | $3,013 | $2,703 | $310 | $310 |
| COCA-COLA CO | P | 2021-05-24 | 2022-01-10 | $3,015 | $2,742 | $273 | $273 |
| VISA INC CL A | P | 2014-05-13 | 2022-01-10 | $8,449 | $2,118 | $6,331 | $6,331 |
| VISA INC CL A | P | 2016-01-19 | 2022-01-10 | $7,393 | $2,519 | $4,874 | $4,874 |
| ESTEE LAUDER CL A | P | 2021-05-25 | 2022-01-21 | $7,506 | $7,643 | -$137 | -$137 |
| ESTEE LAUDER CL A | P | 2021-05-24 | 2022-01-21 | $6,005 | $6,052 | -$47 | -$47 |
| ESTEE LAUDER CL A | P | 2021-05-04 | 2022-01-21 | $1,501 | $1,503 | -$2 | -$2 |
| GENERAC HLDGS INC | P | 2021-02-12 | 2022-01-21 | $2,768 | $3,260 | -$492 | -$492 |
| GENERAC HLDGS INC | P | 2021-05-24 | 2022-01-21 | $1,384 | $1,553 | -$169 | -$169 |
| SPOTIFY TECHNOLOGY SA | P | 2021-06-30 | 2022-01-21 | $2,985 | $4,136 | -$1,151 | -$1,151 |
| SPOTIFY TECHNOLOGY SA | P | 2021-07-29 | 2022-01-21 | $1,990 | $2,267 | -$277 | -$277 |
| ENPHASE ENERGY INC | P | 2021-03-25 | 2022-01-24 | $2,886 | $3,687 | -$801 | -$801 |
| ENPHASE ENERGY INC | P | 2021-05-24 | 2022-01-24 | $2,886 | $3,522 | -$636 | -$636 |
| NEXTERA ENERGY INC | P | 2019-03-22 | 2022-01-24 | $8,025 | $4,874 | $3,151 | $3,151 |
| ZOETIS INC | P | 2019-03-11 | 2022-01-24 | $4,882 | $2,369 | $2,513 | $2,513 |
| ZOETIS INC | P | 2018-11-06 | 2022-01-24 | $4,882 | $2,319 | $2,563 | $2,563 |
| XYLEM INC | P | 2021-08-10 | 2022-02-03 | $1,382 | $1,946 | -$564 | -$564 |
| DEXCOM INC | P | 2021-05-24 | 2022-02-24 | $7,730 | $7,112 | $618 | $618 |
| DEXCOM INC | P | 2020-03-26 | 2022-02-24 | $1,932 | $1,252 | $680 | $680 |
| SYNCHRONY FINANCIAL | P | 2021-01-08 | 2022-02-24 | $4,024 | $3,652 | $372 | $372 |
| SYNCHRONY FINANCIAL | P | 2021-03-09 | 2022-02-24 | $8,049 | $8,132 | -$83 | -$83 |
| TRANE TECHNOLOGIES PLC | P | 2021-10-07 | 2022-02-24 | $3,727 | $4,440 | -$713 | -$713 |
| HOME DEPOT INC | P | 2019-01-15 | 2022-03-01 | $25,000 | $25,297 | -$297 | -$297 |
| CHEVRON CORP | P | 2020-07-22 | 2022-03-09 | $8,263 | $4,546 | $3,717 | $3,717 |
| APTIV PLC | P | 2022-01-31 | 2022-04-08 | $2,737 | $3,408 | -$671 | -$671 |
| NETFLIX INC | P | 2021-05-24 | 2022-04-20 | $2,243 | $5,029 | -$2,786 | -$2,786 |
| NETFLIX INC | P | 2020-11-04 | 2022-04-20 | $1,121 | $2,502 | -$1,381 | -$1,381 |
| NETFLIX INC | P | 2021-06-16 | 2022-04-20 | $2,243 | $4,928 | -$2,685 | -$2,685 |
| GOLDMAN SACHS GRP | P | 2021-01-13 | 2022-04-22 | $4,821 | $4,548 | $273 | $273 |
| GOLDMAN SACHS GRP | P | 2021-03-17 | 2022-04-22 | $3,214 | $3,448 | -$234 | -$234 |
| HOME DEPOT INC | P | 2016-01-19 | 2022-05-05 | $14,880 | $6,035 | $8,845 | $8,845 |
| NUCOR CORP | P | 2022-02-09 | 2022-05-05 | $3,545 | $2,990 | $555 | $555 |
| PALO ALTO NETWORKS INC | P | 2021-08-05 | 2022-05-05 | $2,629 | $2,020 | $609 | $609 |
| APPLIED MATERIALS INC | P | 2022-02-01 | 2022-05-09 | $1,068 | $1,363 | -$295 | -$295 |
| CHEVRON CORP | P | 2020-07-22 | 2022-05-09 | $7,974 | $4,546 | $3,428 | $3,428 |
| JABIL INC | P | 2022-02-01 | 2022-05-09 | $2,823 | $3,084 | -$261 | -$261 |
| SIGNATURE BANK | P | 2022-03-18 | 2022-05-09 | $3,289 | $4,737 | -$1,448 | -$1,448 |
| SIGNATURE BANK | P | 2022-01-31 | 2022-05-09 | $2,193 | $3,027 | -$834 | -$834 |
| ORACLE CORP | P | 2020-04-30 | 2022-05-15 | $25,000 | $25,757 | -$757 | -$757 |
| NIKE INC CL B | P | 2021-10-15 | 2022-05-18 | $2,731 | $3,938 | -$1,207 | -$1,207 |
| PALO ALTO NETWORKS INC | P | 2021-08-05 | 2022-05-18 | $4,384 | $4,040 | $344 | $344 |
| UNITED PARCEL SERVICE CL B | P | 2020-07-10 | 2022-05-18 | $4,310 | $2,886 | $1,424 | $1,424 |
| UNITED PARCEL SERVICE CL B | P | 2020-04-08 | 2022-05-18 | $2,586 | $1,482 | $1,104 | $1,104 |
| UNITED PARCEL SERVICE CL B | P | 2020-03-24 | 2022-05-18 | $1,724 | $950 | $774 | $774 |
| BURLINGTON NORTH SANTA FE | P | 2019-07-16 | 2022-06-13 | $25,000 | $25,584 | -$584 | -$584 |
| META PLATFORMS INC CL A | P | 2021-12-07 | 2022-06-28 | $4,067 | $8,118 | -$4,051 | -$4,051 |
| LOCKHEED MARTIN CORP | P | 2020-03-25 | 2022-07-19 | $3,865 | $3,276 | $589 | $589 |
| LOCKHEED MARTIN CORP | P | 2020-04-29 | 2022-07-19 | $5,798 | $5,821 | -$23 | -$23 |
| ADOBE INC | P | 2022-02-01 | 2022-09-16 | $1,473 | $2,662 | -$1,189 | -$1,189 |
| DELTA AIR LINES INC | P | 2022-02-09 | 2022-09-16 | $1,599 | $2,196 | -$597 | -$597 |
| UNION PACIFIC CORP | P | 2022-03-18 | 2022-09-16 | $3,139 | $3,910 | -$771 | -$771 |
| UNION PACIFIC CORP | P | 2021-12-06 | 2022-09-16 | $2,093 | $2,458 | -$365 | -$365 |
| ABBOTT LABORATORIES | P | 2018-12-28 | 2022-10-25 | $2,445 | $1,787 | $658 | $658 |
| ABBOTT LABORATORIES | P | 2019-03-11 | 2022-10-25 | $4,891 | $3,893 | $998 | $998 |
| ABBOTT LABORATORIES | P | 2021-05-24 | 2022-10-25 | $2,445 | $2,934 | -$489 | -$489 |
| COMCAST CORP CL A | P | 2022-06-01 | 2022-10-25 | $1,574 | $2,205 | -$631 | -$631 |
| TRUIST FINANCIAL CORP | P | 2022-03-29 | 2022-12-06 | $2,080 | $3,021 | -$941 | -$941 |
| TRUIST FINANCIAL CORP | P | 2022-07-19 | 2022-12-06 | $2,079 | $2,418 | -$339 | -$339 |
| EDWARDS LIFESCIENCES | P | 2021-08-10 | 2022-12-22 | $1,832 | $2,814 | -$982 | -$982 |
| EDWARDS LIFESCIENCES | P | 2021-10-07 | 2022-12-22 | $1,832 | $2,805 | -$973 | -$973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,140 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$21,434 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $280 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $280 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $280 | 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 | $280 | 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 | MARK PFLAUM CPA | IndividualWithBooksNm |
| Phone | 2055216311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 20TH STREET NORTH SUITE 1150 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35203 | 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 |
|---|---|---|---|---|---|---|---|---|
| STUART M NELSON | ||||||||
| 1615 FRIAR TUCK ROAD NE | ATLANTA | GA | 30309 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| RONNE M HESS | ||||||||
| 2300 MONTEVALLO ROAD 3 | BIRMINGHAM | AL | 35223 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DAVID R NELSON JR | ||||||||
| 31 HONEYSUCKLE LANE | BIRMINGHAM | AL | 35213 | TRUSTEE | 0.50 | $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 | $449,544 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $534,456 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $534,456 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $526,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $280 | TotalTaxAmt |
| Distributable Before Adj | $26,042 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,042 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,042 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,611 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,611 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,483 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $4,997 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,672 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $95,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,611 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,431 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,431 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $84,721 | 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 | $84,721 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,049 | ExcessFromYear2Amt |
| Excess From Year1 | $82,672 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES HOLOCAUST MEMORIAL MUSEUM | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RAOUL WALLENBERG PLACE SW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $15,211 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,211 | 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 | $8,411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,140 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,551 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,551 | 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 FEES | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $225,113 | EOYBookValueAmt |
| EOYFMV | $219,968 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $219,479 | EOYBookValueAmt |
| EOYFMV | $234,227 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE IN FAIR MARKET VALUE AND BOOK VALUE OF DONATED STOCK | Desc |
| Amt | $11,454 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,241 | Amt |
| Net Investment Income | $2,241 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $359 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |