REESE PHIFER JR MEMORIAL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- REESE PHIFER JR MEMORIAL FOUNDATION (EIN 63-6061552)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-31
- IRS object ID
- 202322129349100712
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-31T11:59:47-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630933119 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMISONMONEYFARMER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2347 | AddressLine1Txt |
| City | TUSCALOOSA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35403 | 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 | 636061552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REESE PHIFER JR MEMORIAL | BusinessNameLine1Txt |
| Business Name Line2 | ATTN SUSAN CORK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REES | BusinessNameControlTxt |
| Phone | 2057504434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1700 | AddressLine1Txt |
| City | TUSCALOOSA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN CORK | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2057504434 | PhoneNum |
| Signature | 2023-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | CORK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | CARL T JAMISON | PreparerPersonNm |
| PTIN | P00138903 | PTIN |
| Phone | 2053458440 | PhoneNum |
| Preparation | 2023-06-28 | 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 | $2,153,305 | 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 | $1,300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$95,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,812,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,249,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,526 | 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 | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,329 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,329 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,526 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $322 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,204 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $338,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $338,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $355,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $341,454 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $894,742 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,671 | CashBOYAmt |
| Cash EOY | $23,456 | CashEOYAmt |
| Cash EOYFMV | $23,456 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,570 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,343,961 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,230,164 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,049,279 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $238 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,439,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,334,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,153,305 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,439,448 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,334,190 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,439,448 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,334,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,439,448 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,334,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,439,448 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $894,742 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,334,190 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,334,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH #7650 S/T COVERED | 2022-06-30 | 2022-12-31 | $923,669 | $990,594 | -$66,925 | -$66,925 |
| MERRILL LYNCH #7650 L/T COVERED | 2021-06-30 | 2022-12-31 | $888,694 | $917,448 | -$28,754 | -$28,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$95,679 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $443 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $443 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | 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 | $1,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $677 | OverpaymentAmt |
| Applied To ES Tax | $677 | 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 | SUSAN P CORK | IndividualWithBooksNm |
| Phone | 2057504434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1700 | AddressLine1Txt |
| City | TUSCALOOSA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35403 | 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 |
|---|---|---|---|---|---|---|---|---|
| BEVERLY PHIFER | ||||||||
| 4400 KAULOOSA AVENUE | TUSCALOOSA | AL | 35401 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SUSAN PHIFER CORK | ||||||||
| 4400 KAULOOSA AVENUE | TUSCALOOSA | AL | 35401 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| KAREN PHIFER BROOKS | ||||||||
| 4400 KAULOOSA AVENUE | TUSCALOOSA | AL | 35401 | TRUSTEE | 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 | $1,756,459 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,856,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,856,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,841 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,828,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $443 | TotalTaxAmt |
| Distributable Before Adj | $90,970 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,970 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,970 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $341,454 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $341,454 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,970 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $315,963 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $342,715 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $327,148 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,167 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $97,963 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,234,956 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $341,454 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,970 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $250,484 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,485,440 | 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 | $315,963 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,169,477 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $342,715 | ExcessFromYear4Amt |
| Excess From Year3 | $327,148 | ExcessFromYear3Amt |
| Excess From Year2 | $151,167 | ExcessFromYear2Amt |
| Excess From Year1 | $97,963 | ExcessFromYear1Amt |
| Excess From Current Year | $250,484 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN PHIFER CORK CO PHIFER INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 KAULOOSA AVE | AddressLine1Txt |
| City | TUSCALOOSA | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2057502807 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT IS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||
| 2132 MCFALRAND BLVD E | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||
| 1449 MEDICAL PARK DR S | BIRMINGHAM | AL | 35213 | HEART WALK | $2,500 |
| ARTS AND AUTISM | |||||
| 2625 8TH STREET | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $1,000 |
| BOYS AND GIRLS CLUB OF WEST AL | |||||
| 2201 ALBERTA PARKWAY | TUSCALOOSA | AL | 35404 | ANNUAL GIVING | $5,000 |
| CARING DAYS | |||||
| 943 31ST STREET E | TUSCALOOSA | AL | 35405 | ANNUAL GIVING | $1,000 |
| CHAMBER OF COMMERCE (ADOPT A SCHOOL) | |||||
| 2222 9TH STREET | TUSCALOOSA | AL | 35401 | SPONSORSHIP ORIENTATION | $3,600 |
| CHRIST EPISCOPAL CHURCH | |||||
| 605 LURLEEN B WALLACE BLVD N | TUSCALOOSA | AL | 35401 | ROOF FUND (2 OF 2) | $12,500 |
| COMMUNITY SOUP BOWL | |||||
| 1711 23RD AVENUE | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $1,000 |
| JUNIOR ACHIEVEMENT FOUNDATION | |||||
| PO BOX 21316 | TUSCALOOSA | AL | 35402 | ANNUAL GIVING | $2,500 |
| JUNIOR LEAGUE OF TUSCALOOSA | |||||
| 2222 9TH STREET | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $1,000 |
| MARCH OF DIMES | |||||
| PO BOX 18819 | ATLANTA | GA | 31126 | TUSCALOOSA COUNTY | $1,000 |
| PARA | |||||
| 614 GREENSBORO AVENUE | TUSCALOOSA | AL | 35401 | PLAYGROUND (3 OF 5) | $5,000 |
| RISE CAPSTONE FOUNDATION | |||||
| 600 JOHNNY STALLINGS DRIVE | TUSCALOOSA | AL | 35404 | ANNUAL GIVING | $1,000 |
| SCHOOLYARD ROOTS | |||||
| 2709 8TH STREET | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $1,000 |
| THE UNIVERSITY OF ALABAMA | |||||
| 801 UNIVERSITY BLVD | TUSCALOOSA | AL | 35487 | CCHS BOV DBC | $1,000 |
| THE UNIVERSITY OF ALABAMA | |||||
| 801 UNIVERSITY BLVD | TUSCALOOSA | AL | 35487 | TRUSTEE FUND | $5,000 |
| THE UNIVERSITY OF ALABAMA | |||||
| 801 UNIVERSITY BLVD | TUSCALOOSA | AL | 35487 | CHI PHI FUND | $5,000 |
| THE UNIVERSITY OF ALABAMA | |||||
| 801 UNIVERSITY BLVD | TUSCALOOSA | AL | 35487 | OPERA GUILD | $250 |
| THE UNIVERSITY OF ALABAMA | |||||
| 801 UNIVERSITY BLVD | TUSCALOOSA | AL | 35487 | CROSSING POINTS | $1,500 |
| THE UNIVERSITY OF ALABAMA | |||||
| 801 UNIVERSITY BLVD | TUSCALOOSA | AL | 35487 | UAECOCARS | $500 |
| THEATRE TUSCALOOSA | |||||
| 9500 OLD GREENSBORO RD | TUSCALOOSA | AL | 35405 | ANNUAL GIVING | $5,000 |
| TUSCALOOSA CHILDREN'S CENTER | |||||
| 520 LARTIN LUTHER KING FR BLVD | TUSCALOOSA | AL | 35401 | CAMPAIGN (4 OF 4) | $25,000 |
| TUSCALOOSA COUNTY PRESERVATION SOCIETY | |||||
| 1010 GREENSBORO AVE | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $100 |
| TUSCALOOSA SYMPHONY ASSOCIATION | |||||
| 600 GREENSBORO AVENUE | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $3,000 |
| UNITED WAY OF WEST ALABAMA | |||||
| 2720 6TH STREET 100 | TUSCALOOSA | AL | 35401 | ANNUAL GIVING (**6 AGENCIES) | $50,000 |
| YMCA | |||||
| 2300 13TH STREET | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $2,000 |
| BEULAH BAPTIST CHURCH | |||||
| 3100 25TH ST | TUSCALOOSA | AL | 35401 | CHRISTMAS FUND | $500 |
| CATHOLIC SOCIAL SERVICES OF WEST ALABAMA | |||||
| 608 JAMES I HARRISON JR PKWY | TUSCALOOSA | AL | 35045 | ANNUAL GIVING | $500 |
| COMMUNITY FOUNDATION OF WEST ALABAMA | |||||
| 700 ENERGY CENTER BLVD 406 | NORTHPORT | AL | 35473 | ANNUAL GIVING | $5,000 |
| ELIZABETH PROJECT CARE | |||||
| PO BOX 2792 | TUSCALOOSA | AL | 35403 | ANNUAL GIVING | $100 |
| HOLY SPIRIT CATHOLIC CHURCH | |||||
| 733 JAMES I HARRISON JR PKWY | TUSCALOOSA | AL | 35045 | ANNUAL GIVING | $500 |
| HOSPICE OF WEST ALABAMA | |||||
| 3851 LOOP RD | TUSCALOOSA | AL | 35404 | ANNUAL GIVING | $500 |
| HUMANE SOCIETY OF WEST ALABAMA | |||||
| 2430 36TH ST | NORTHPORT | AL | 35473 | ANNUAL GIVING | $200 |
| SAV-A-LIFE TUSCALOOSA | |||||
| 535 JACK WARNER PKWY NE STE G1 | TUSCALOOSA | AL | 35404 | ANNUAL GIVING | $500 |
| TEMPORARY EMERGENCY SERVICES | |||||
| 1705 15TH ST | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $1,000 |
| CROOM FOUNDATION | |||||
| 5014 15TH PLACE EAST | TUSCALOOSA | AL | 35404 | ANNUAL GIVING | $2,000 |
| TURNING POINT | |||||
| 3800 PALISADES DR | TUSCALOOSA | AL | 35045 | ANNUAL GIVING | $1,000 |
| TUSCALOOSA'S ANGELS | |||||
| PO BOX 3001 | TUSCALOOSA | AL | 35403 | ANNUAL GIVING | $500 |
| TUSCALOOSA COUNTY FRATERNAL ORDER OF POLICE | |||||
| 3250 9TH CT | TUSCALOOSA | AL | 35401 | ANNUAL COPS AND KIDS | $500 |
| TUSCALOOSA EDUCATION FOUNDATION | |||||
| 2720 6TH STREET 100 | TUSCALOOSA | AL | 35401 | ANNUAL GIVING (1 OF 5) | $10,000 |
| UNIVERSITY OF ALABAMA BIRMINGHAM | |||||
| 1720 UNIVERSITY BLVD | BIRMINGHAM | AL | 35294 | COMPREHENSIVE CANCER CENTER | $1,000 |
| WEST ALABAMA FOOD BANK | |||||
| 3160 MCFARLAND BLVD | NORTHPORT | AL | 35476 | CAPITAL CAMPAIGN (1 OF 5) | $150,000 |
| WEST ALABAMA REGIONAL COMMISSION | |||||
| 4200 AL-69 | NORTHPORT | AL | 35473 | AREA AGENCY ON AGING | $500 |
| WELDY HOME FOR CHILDREN | |||||
| 13271 AL 171 | WINFIELD | AL | 35594 | ANNUAL GIVING | $1,000 |
| NATIONAL CHILD SAFETY COUNCIL | |||||
| 4065 PAGE AVENUE 1368 | MICHIGAN CENTER | MI | 49254 | CITY OF TUSCALOOSA SAFETY & DRUG EDUCATION PROGRAM | $100 |
| SC FOUNDATIONS | |||||
| 2201 UNIVERSITY BLVD | TUSCALOOSA | AL | 35401 | SABAN CENTER (1 OF 5) | $20,000 |
| TUSCALOOSA FIRE AND RESCUE | |||||
| 2201 UNIVERSITY BLVD | TUSCALOOSA | AL | 35401 | ANNUAL GIVING | $500 |
| BREAD OF LIFE MINISTRY | |||||
| 17891 ALABAMA HIGHWAY 14 | SAWYERVILLE | AL | 36776 | STORM DAMAGE | $500 |
| HEREFORD FOOD PANTRY | |||||
| 609 EAST PARK AVENUE 2 | HEREFORD | TX | 79045 | ANNUAL GIVING | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $338,150 | 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 | $45,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$95,679 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$50,153 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$50,153 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PHIFER INC | ||||||
| 1 | P O BOX 1700 | TUSCALOOSA | AL | 35403 | $1,250,000 | Yes (X) |
| BEVERLY C PHIFER | ||||||
| 2 | 1603 BELLINGRATH DRIVE | TUSCALOOSA | AL | 35406 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES-JMF | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $2,230,164 | EOYBookValueAmt |
| EOYFMV | $2,049,279 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $238 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ML - INVESTMENT FEES | CategoryTxt |
| Amt | $13,329 | Amt |
| Net Investment Income | $13,329 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ML - FOREIGN TAXES | $322 | $322 | $0 |
| TAXES PAID - 990-PF | $2,204 | $0 | $2,204 |
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