EDWALDAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDWALDAN FOUNDATION (EIN 72-1372677)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2023-09-05
- IRS object ID
- 202342489349100609
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-05T11:46:02-04:00 | ReturnTs |
| Tax Period End | 2023-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261161272 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH M BRODAY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 MONTCLAIR RD STE 201 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352132421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721372677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWALDAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 2059676482 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3017 WARRINGTON ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352232719 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH W DANIEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2059676482 | PhoneNum |
| Signature | 2023-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDITH | PersonFirstNm |
| Person Last | DANIEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M BRODAY CPA | PreparerPersonNm |
| PTIN | P00290534 | PTIN |
| Phone | 2058719148 | PhoneNum |
| Preparation | 2023-09-05 | PreparationDt |
| 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 | $216,078 | 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 | $4,136 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,136 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,136 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,394 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,137 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,489 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,625 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,136 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,505 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,505 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,818 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,818 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $176 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $176 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,000 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,000 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $212 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $212 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,711 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,818 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,893 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,311 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,818 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,493 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,781 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,807 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,136 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,024 | CashBOYAmt |
| Cash EOY | $12,529 | CashEOYAmt |
| Cash EOYFMV | $12,529 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,053 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $226,198 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $207,663 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $201,496 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $241,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $216,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $241,026 | RetainedEarningBOYAmt |
| Retained Earning EOY | $222,245 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $241,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $222,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $241,026 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $222,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $241,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,781 | ExcessRevenueOverExpensesAmt |
| Subtotal | $222,245 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $222,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,489 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $122 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $122 | SubtotalAmt |
| Tax Based On Investment Income | $122 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $122 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JUDITH W DANIEL | IndividualWithBooksNm |
| Phone | 2059676482 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3017 WARRINGTON ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH W DANIEL | ||||||||
| 3017 WARRINGTON ROAD | BIRMINGHAM | AL | 35223 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| W ANDREW DANIEL | ||||||||
| 3017 WARRINGTON ROAD | BIRMINGHAM | AL | 35223 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HEATHER L PRECISE | ||||||||
| 3429 SAGEWOOD TRAIL | BIRMINGHAM | AL | 35243 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES C MUSGRAVE | ||||||||
| 9116 PROVIDENCE AVE | SILVER SPRINGS | MD | 20901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO MAKE DONATIONS TO RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ENDEAVORS. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $211,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,707 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $225,972 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $225,972 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $222,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122 | TotalTaxAmt |
| Distributable Before Adj | $11,007 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,007 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,007 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,493 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $25,493 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,007 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $20,443 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,186 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,253 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,988 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,551 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $76,421 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,493 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,486 | RemainingDistriFromCorpusAmt |
| Total Corpus | $90,907 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,443 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $70,464 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,186 | ExcessFromYear4Amt |
| Excess From Year3 | $16,253 | ExcessFromYear3Amt |
| Excess From Year2 | $14,988 | ExcessFromYear2Amt |
| Excess From Year1 | $10,551 | ExcessFromYear1Amt |
| Excess From Current Year | $14,486 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDITH DANIEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3017 WARRINGTON DRIVE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2059676482 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| A WIDER CIRCLE | ||||||
| 9159 BROOKVILLE RD | SILVER SPRING | MD | 20910 | SELF-HELP/AID | $500 | |
| ALABAMA CHILDRENS HOSPITAL FDN | ||||||
| 1600 7TH AVE S | BIRMINGHAM | AL | 35233 | MEDICAL | $5,000 | LEE BUILDING SUITE 201 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 1 METROPLEX DR | BIRMINGHAM | AL | 35209 | MEDICAL | $1,000 | SUITE 230 |
| AMERICAN HORTICULTURAL SO | ||||||
| 7931 EAST BOULEVARD DR | ALEXANDRIA | VA | 22308 | ENVIRONMENTAL | $1,000 | |
| BIRMINGHAM MUSIC CLUB GUILD | ||||||
| 1807 3RD AVE N | BIRMINGHAM | AL | 35203 | ARTS | $500 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 WEST 44TH STREET | NEW YORK | NY | 10036 | MEDICAL | $2,000 | SUITE 609 |
| CHESAPEAKE BAY FOUNDATION | ||||||
| 6 HERDON AVE | ANNAPOLIS | MD | 21403 | ENVIRONMENT | $500 | |
| GREATER BIRMINGHAM HUMANE SOCIETY | ||||||
| 300 SNOW DRIVE | BIRMINGHAM | AL | 35209 | SELF-HELP/AID | $500 | |
| LEUKEMIA LYMPHOMA SOCIETY | ||||||
| 3500 BLUE LAKE DRIVE | BIRMINGHAM | AL | 35243 | MEDICAL | $1,000 | SUITE 225 |
| OHIO WESLEYAN UNIVERSITY | ||||||
| 61 S SANDUSKY STREET | DELAWARE | OH | 43015 | EDUCATIONAL | $1,000 | |
| PARKINSON ASSOCIATION OF ALABAMA | ||||||
| 837 ABERLADY PLACE | BIRMINGHAM | AL | 35242 | MEDICAL | $100 | |
| SHEPHERD'S TABLE INC | ||||||
| 8106 GEORGIA AVE | SILVER SPRING | MD | 20910 | SELF-HELP/AID | $500 | |
| SMILE-A-MILE | ||||||
| 1600 2ND AVE S | BIRMINGHAM | AL | 35233 | SELF -HELP/AID | $1,000 | |
| THE NATURE CONSERVANCY OF AL | ||||||
| 2100 1ST AVE N | BIRMINGHAM | AL | 35203 | ENVIRONMENTAL | $500 | |
| UAB DIV OF ADOLESCENT MEDICINE | ||||||
| 1720 2ND AVE S | BIRMINGHAM | AL | 35294 | MEDICAL | $2,000 | |
| WBHM PUBLIC RADIO | ||||||
| 650 11TH STREET S | BIRMINGHAM | AL | 35233 | ARTS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,136 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,394 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,530 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,530 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME FROM INVESTMENTS DONATED TO OTHER CHARITABLE ORGANIZATIONS. |
| 8 | INCOME FROM INVESTMENTS DONATED TO OTHER CHARITABLE ORGANIZATIONS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL 990PF PREPARATION FEE | CategoryTxt |
| Amt | $1,505 | Amt |
| Disbursements Charitable Prps | $1,505 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| AB INCOME FUND ADVISOR | PURCHASE | 2023-04 | $1,780 | $2,185 | -$405 |
| AMG YACKTMAN FUND I | PURCHASE | 2023-04 | $1,960 | $1,930 | $30 |
| ARTISAN INTERNATIONAL ADV | PURCHASE | 2023-04 | $5,330 | $4,103 | $1,227 |
| BLACKROCK STRATEGIC MUNI OPPOR | PURCHASE | 2023-04 | $8,130 | $9,209 | -$1,079 |
| CATALYST MILLBURN HEDGE STRATEGY | PURCHASE | 2023-04 | $3,280 | $3,011 | $269 |
| CAUSEWAY INTERNATIONAL VALUE INSTL | PURCHASE | 2023-04 | $9,050 | $7,650 | $1,400 |
| DELAWARE SMALL CAP VALUE INSTL | PURCHASE | 2023-04 | $1,560 | $1,531 | $29 |
| FIDELITY ADVISOR INTL SMALL CAP CL Z | PURCHASE | 2023-04 | $11,849 | $11,497 | $352 |
| FIDELITY LOW PRICED STOCK | PURCHASE | 2022-04 | $2,040 | $2,118 | -$78 |
| INVESCO DEVELOPING MARKETS Y | PURCHASE | 2023-04 | $13,799 | $16,601 | -$2,802 |
| PIMCO INCOME CL I3 CONF | PURCHASE | 2023-04 | $3,070 | $3,440 | -$370 |
| PIMCO INTL BD US DOLLAR HEDGED | PURCHASE | 2023-04 | $2,010 | $2,262 | -$252 |
| T ROW PRICE QM US SML CAP GROWTH | PURCHASE | 2023-04 | $3,790 | $4,206 | -$416 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $207,663 | BookValueAmt |
| EOYFMV | $201,496 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| POSTAGE | $212 | $212 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,818 | Amt |
| Net Investment Income | $1,818 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $176 | Amt |
| Disbursements Charitable Prps | $176 | DisbursementsCharitablePrpsAmt |
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