HOLLE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOLLE FAMILY FOUNDATION (EIN 46-4166996)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349102376
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:54:08-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461498870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMSS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 RIVERCHASE OFFICE RD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35244 | 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 | 464166996 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLL | BusinessNameControlTxt |
| Phone | 2056230147 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2112 11TH AVENUE SOUTH 541 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAY ACTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2056230147 | PhoneNum |
| Signature | 2023-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAY | PersonFirstNm |
| Person Last | ACTON | 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 | CHERION SIBLEY CPA | PreparerPersonNm |
| PTIN | P00090514 | PTIN |
| Phone | 2059825500 | PhoneNum |
| Preparation | 2023-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $46,594,225 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $42,055 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $181,707 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $181,707 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $928,976 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $928,976 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $598,106 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,429,312 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $598,106 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $57,579 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,808,423 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,708,789 | 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 |
| Legal Fees Rev And Expnss | $6,202 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,787 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,920 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,920 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,693 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,151 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $144,126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $122,863 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $208,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,863 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $967,662 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,244,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,176,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,863 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,260,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $631,838 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,585,926 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,232,668 | CashBOYAmt |
| Cash EOY | $85,568 | CashEOYAmt |
| Cash EOYFMV | $85,568 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,312,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,066,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,066,780 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,522,540 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,572,425 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,572,425 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,055,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,927,998 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,927,998 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,445,687 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,233,258 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,233,258 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $476,875 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $620,907 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $620,907 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $33,653,003 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,085,289 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,085,289 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $55,700,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,594,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,594,225 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,971 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,468 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,642,267 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,365,224 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $130,272 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $72,693 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,795,510 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,445,385 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $49,904,921 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $42,148,840 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,904,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,148,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,700,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,594,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,904,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $631,838 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,536,759 | SubtotalAmt |
| Other Decreases | $8,387,919 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,148,840 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED MS 262- LONG TERM | $2,661,145 | $2,346,200 | $314,945 | $314,945 | |
| CAPITAL GAIN DISTRIBUTION- PNC | $6,549,308 | $6,395,318 | $153,990 | $153,990 | P |
| CAPITAL GAIN DISTRIBUTION- MS 276 | $100,658 | $100,658 | $100,658 | P | |
| CAPITAL GAIN DISTRIBUTION- 262 | $1,010 | $1,010 | $1,010 | P | |
| PUBLICLY TRADED MS 262- SHORT TERM | $442,046 | $601,998 | -$159,952 | -$159,952 | |
| OTHER | $82,103 | -$82,103 | -$82,103 | P | |
| CAPITAL GAIN DISTRIBUTION- WELCH GROUP | $188,650 | $188,650 | $188,650 | P | |
| PUBLICLY TRADED WELCH-LONG TERM | $11,697,654 | $10,981,374 | $716,280 | $716,280 | P |
| PUBLICLY TRADED WELCH-SHORT TERM | $3,441,757 | $3,922,166 | -$480,409 | -$480,409 | P |
| PUBLICLY TRADED MS 276 - LONG TERM | $3,347,084 | $3,502,047 | -$154,963 | -$154,963 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $598,106 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,044 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,044 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,044 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,576 | 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 | $14,576 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $241 | EsPenaltyAmt |
| Tax Due | $7,709 | 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 |
| 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 | WWW.HOLLEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | RAY ACTON | IndividualWithBooksNm |
| Phone | 2056038746 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2112 11TH AVENUE SOUTH | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35205 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICK O'NEIL | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| RAY ACTON | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | TREASURER | 2.00 | $0 | $0 | $0 |
| BILL MARTIN | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DON BROWN | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MIKE ROYER | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHARON TINSLEY | ||||||||
| 2112 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | DIRECTOR | 2.00 | $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 | $47,903,004 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,266,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,171,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,171,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $737,571 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,433,828 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,421,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,421,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,044 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,044 | TotalTaxAmt |
| Distributable Before Adj | $2,399,647 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,399,647 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,399,647 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,260,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,260,625 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,399,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $9,254 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,966 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,771 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,323 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,260,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,260,625 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $84,314 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $84,314 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $54,708 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOLLE FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2112 11TH AVE S STE 541 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2056038746 | RecipientPhoneNum |
| Recipient Email Address | MANAGER@CAWACO.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ORGANIZATIONS INTERESTED IN APPLYING FOR A GRANT CAN ACCESS THE ONLINE GRANT APPLICATION AS WELL AS THE GRANTEE GUIDELINES AT WWW.HOLLEFAMILYFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS BECOME AVAILABLE ON NOVEMBER 1ST ANNUALLY FOR PROJECTS BEGINNING JANUARY 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | REFER TO GRANTEE GUIDELINES AT WWW.HOLLEFAMILYFOUNDATION.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALABAMA HISTORICAL RADIO SOCIETY | ||||||
| PO BOX 131418 | BIRMINGHAM | AL | 35213 | PC | GENERAL SUPPORT | $5,000 |
| ALABAMA LION'S SIGHT | ||||||
| 700 SOUTH 18TH STREET | BIRMINGHAM | AL | 35233 | PC | REPLACEMENT OF VISUAL FIELD ANALYZER. | $20,000 |
| ALABAMA SCHOLASTIC COMPETITION ASSOCIATION | ||||||
| PO BOX 111 | HORTON | AL | 35980 | PC | SCHOLARSHIPS (96) FOR ALABAMA SCHOLARS BOWL (PARTIAL PAYMENT | $60,000 |
| AMERICAN RED CROSS SERVING MIDALABAMA-DISASTER RECOVERY | ||||||
| 114 22ND ST S | BIRMINGHAM | AL | 35203 | PC | FURNISH THREE PRESCHOOL CLASSROOMS DED+B16:L16 | $20,000 |
| ARTS 'N AUTISM | ||||||
| 2625 8TH STREET | TUSCALOOCA | AL | 35401 | PC | FURNISH THREE PRESCHOOL CLASSROOMS DEDICATED TO CHILDREN WITH AUTISM. | $30,000 |
| BIRMINGHAM BOYS CHOIR FOUNDATION | ||||||
| 2025 KENTUCKY AVE | BIRMINGHAM | AL | 35216 | PC | GENERAL SUPPORT | $5,000 |
| BIRMINGHAM SOUTHERN ENVIRONMENTAL CENTER | ||||||
| 900 ARKADELPHIA ROAD | BIRMINGHAM | AL | 35254 | PC | EXPANSION OF OUTDOOR CLASSROOMS | $52,900 |
| BIRMINGHAM ZOO | ||||||
| 2630 CAHABA ROAD | BIRMINGHAM | AL | 35223 | PC | DIGITAL FIELD TRIPS FOR TITLE I SCHOOLS | $6,100 |
| BLOUNT COUNTY ANIMAL ADOPTION CENTER | ||||||
| PO BOX 458 | CLEVELAND | AL | 35049 | PC | GENERAL SUPPORT | $2,500 |
| CAMP MCDOWELL | ||||||
| 105 DELONG ROAD | NAUVOO | AL | 35578 | PC | REPLACE OUR OUTDATED KITCHEN EQUIPMENT | $30,000 |
| CANINE COMPASSION FUND (TUSCALOOSA-ELDER PET) | ||||||
| 11550 STONEHEDGE ROAD | NORTHPORT | AL | 35475 | PC | GENERAL SUPPORT | $2,500 |
| CHRISTIAN SERVICE MISSION | ||||||
| 3600 3RD AVE S | BIRMINGHAM | AL | 35222 | PC | GENERAL SUPPORT | $20,000 |
| COLLEGE CHOICE FOUNDATION | ||||||
| 1919 OXMOOR ROAD STE 324 | BIRMINGHAM | AL | 35209 | PC | COLLEGE PREP EXPENSES. | $25,000 |
| COMMUNITY FOOD BANK OF CENTRAL ALABAMA | ||||||
| 107 WALTER DAVIS DR | BIRMINGHAM | AL | 35209 | PC | GENERAL SUPPORT | $20,000 |
| COMMUNITY ON THE RISE | ||||||
| 112 14TH STREET NORTH | BIRMINGHAM | AL | 35203 | PC | CREATE JOB SPACE TO TRAIN AND PROVIDE BUSINESS OPPORTUNITIES FOR HOMLESS. | $56,500 |
| COMMUNITY SOUP BOWL | ||||||
| PO BOX 2277 | TUSCALOOSA | AL | 35403 | PC | GENERAL SUPPORT | $2,000 |
| FOLDS OF HONOR | ||||||
| PO BOX 383125 | BIRMINGHAM | AL | 35238 | PC | GENERAL SUPPORT | $25,000 |
| GRACE HOUSE MINISTRIES | ||||||
| 4947 FARRELL AVENUE | FAIRFIELD | AL | 35064 | PC | FULLY REFURNISH 6 COMMON AREAS ACROSS 4 HOMES: | $25,000 |
| GREATER BIRMINGHAM HUMANE SOCIETY | ||||||
| 300 SNOW DR | BIRMINGHAM | AL | 35209 | PC | GENERAL SUPPORT | $2,500 |
| GREATER SHELBY COUNTY COMMUNITY FOUNDATION | ||||||
| 1031 COUNTY SERVICES DRIVE | PELHAM | AL | 35124 | PC | TEACHER STIPENDS TO PAIR TEACHERS WITH BUSINESSES; REAL-WORLD LESSONS APPLIED IN THE CLASSROOM | $7,698 |
| HABITAT FOR HUMANITY-TUSCALOOSA | ||||||
| 2222 9TH ST STE 201 | TUSCALOOSA | AL | 35401 | PC | EMERGENCY REQUEST: TRUCK REPLACEMENT | $100,000 |
| HUMANE SOCIETY OF SHELBY COUNTY | ||||||
| 381 MCDOW RD | COLUMBIANA | AL | 30551 | PC | GENERAL SUPPORT | $2,500 |
| HUMANE SOCIETY OF WEST ALABAMA | ||||||
| PO BOX 70054 | TUSCALOOSA | AL | 35407 | PC | GENERAL SUPPORT | $2,500 |
| MANNA MINISTRIES | ||||||
| 333 SMOKEY ROAD | ALABASTER | AL | 35007 | PC | GENERAL SUPPORT | $10,000 |
| MICHAEL G SCARCE WORLD SCOUT JAMBOREE FUND | ||||||
| 1125 BETTIS-TRIBBLE GAP RD | CUMMING GA | GA | 30040 | PC | SIX (6) SCOUTS TO ATTEND WORLD SCOUT JAMBOREE | $36,600 |
| PRESBYTERIAN HOME FOR CHILDREN | ||||||
| PO DRAWER 577 | TALLADEGA | AL | 35161 | PC | AFFORDABLE HOUSING FOR AIDB STUDENTS | $104,148 |
| PRESCOTT HOUSE | ||||||
| 1730 14TH AVE S | BIRMINGHAM | AL | 35205 | PC | TO TRANSFORM AN EXISTING OUTDOOR SPACE INTO AN OUTDOOR THERAPY AREA | $50,000 |
| SALVATION ARMY OF GREATER BIRMINGHAM-SERVE VETERANS | ||||||
| PO BOX 11005 | BIRMINGHAM | AL | 35202 | PC | END OF YEAR DONATION | $20,000 |
| SIGHT SAVERS | ||||||
| 337 BUSINESS CIRCLE | PELHAM | AL | 35124 | PC | PROVIDE OPTICAL AND BLIND AIDS TO CHILDREN AND ADULTS WITH SEVERE VISUALIMPAIRMENT OR BLINDNESS. | $49,000 |
| TEACH FOR AMERICA-ALABAMA | ||||||
| 2301 1ST AVE N STE 105 | BIRMINGHAM | AL | 35203 | PC | PROGRAM SUPPORT | $10,000 |
| THE CROOM FOUNDATION | ||||||
| 5014 15TH PLACE EAST | TUSCALOOSA | AL | 35404 | PC | MENTORSHIP TO UNDERPRIVILEDGED YOUTH AND TEENS IN CENTRAL ALABAMA, SCHOLARSHIPS | $15,000 |
| THE FOUNDRY MINISTRIES | ||||||
| 1804 6TH AVENUE NORTH | BESSEMER | AL | 35020 | PC | FACILITY RENOVATIONS & IMPROVEMENTS | $100,000 |
| THE NATURE CONSERVANCY | ||||||
| 209 20TH STREET N 70 | BIRMINGHAM | AL | 35203 | PC | ACQUIRE A CRITICAL ADJACENT TRACT TO OUR PRAIRIE GROVE GLADES PRESERVE INLAWRENCE COUNTY, | $40,000 |
| TRANSFORMATION MONTGOMERY | ||||||
| 6000 ATLANTA HIGHWAY | MONTGOMERY | AL | 36117 | PC | NOTE: COMMITTMENT PAID 01/19/2023 CK#1388. REPLACEMENT CK. PAYEE GAVE INCORRECT ADDRESS. | $61,250 |
| UNIV OF WEST ALABAMA | ||||||
| STATION 6 | LIVINGSTON | AL | 35470 | PC | PAVILION AND INTERNET FOR CENTER FOR BIODIVERSITY | $149,758 |
| UNIVERSITY OF ALABAMA | ||||||
| BOX 870172 | TUSCALOOSA | AL | 35487 | PC | ENDOWMENT | $1,070,000 |
| UNIVERSITY OF MONTEVALLO | ||||||
| STATION 6215 MERONEY HOUSE | MONTEVALLO | AL | 35115 | PC | SUPPORT FOR MADE PROGRAM (MINORITIES ACHIEVING DREAMS OF EXCELLENCE) | $25,000 |
| VULCAN PARK & MUSEUM | ||||||
| 1707 VALLEY VIEW DRIVE | BIRMINGHAM | AL | 35209 | PC | SUPPORT FOR EDUCATIONAL PROGRAM. | $10,000 |
| WALKER COUNTY HUMANE SOCIETY | ||||||
| PO BOX 1407 | JASPER | AL | 35502 | PC | GENERAL SUPPORT | $2,500 |
| WEST ALABAMA FOOD BANK | ||||||
| 3160 MCFARLAND BLVD | NORTHPORT | AL | 35476 | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,295,954 | 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 | $181,707 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $928,976 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $598,106 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX BENEFIT | Desc |
| Exclusion | $57,579 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,766,368 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,766,368 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF EVERETT H HOLLE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2105 BRAE TRAIL | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $42,055 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,787 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PNC | BondNm |
| EOY Book Value | $1,233,258 | EOYBookValueAmt |
| EOYFMV | $1,233,258 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY-276 | StockNm |
| EOY Book Value | $25,927,998 | EOYBookValueAmt |
| EOYFMV | $25,927,998 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,572,425 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,572,425 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY-262 | AT COST | $14,559,416 | $14,559,416 |
| WELCH GROUP | AT COST | $525,873 | $525,873 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $6,202 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $2,000 | BOYBookValueAmt |
| EOY Book Value | $2,000 | EOYBookValueAmt |
| EOYFMV | $2,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/ LOSS ON INVESTMENTS | Desc |
| Amt | $8,387,919 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE EXPENSE | $870 | $0 | $0 |
| BOARD SUPPORT | $9,754 | $0 | $0 |
| INSURANCE | $6,126 | $0 | $0 |
| POSTAGE | $9 | $0 | $0 |
| BANK SERVICE CHARGE | $91 | $0 | $0 |
| PUBLIC RELATIONS | $4,000 | $0 | $0 |
| SUPPLIES | $393 | $0 | $0 |
| INVESTMENT EXPENSES | $122,863 | $122,863 | $0 |
| PENALTIES | $20 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX BENEFIT | Desc |
| Revenue And Expenses Per Books | $57,579 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $57,579 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME TAXES | Desc |
| BOY Book Value | $130,272 | BOYBookValueAmt |
| EOY Book Value | $72,693 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT MANAGEMENT | CategoryTxt |
| Amt | $15,920 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,920 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NET INVESTMENT INCOME TAX | CategoryTxt |
| Amt | $22,044 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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