J GEORGE MITNICK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- J GEORGE MITNICK FOUNDATION (EIN 23-7281995)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349101753
- Schema version
- 2021v4.2
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T09:35:15-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-12 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN RANDOLPH | PreparerPersonNm |
| PTIN | P00989558 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $601,324 | 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 | $8,999 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,363 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $263,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,363 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $29,402 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,402 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,481 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,481 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $556 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,606 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,742 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,742 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,279 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,606 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,117 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,796 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,604 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,604 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $215,775 | CorporateStockBOYAmt |
| Corporate Stock EOY | $324,073 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $449,366 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $152,398 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $103,622 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $102,354 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $467,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $477,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $601,324 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $467,998 | CapitalStockBOYAmt |
| Capital Stock EOY | $477,299 | 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 | $467,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $477,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $467,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $477,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $467,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $99,178 | OtherIncreasesAmt |
| Subtotal | $477,299 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $477,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COMCAST CORP CL A | P | 2020-03-17 | 2021-01-20 | $1,222 | $931 | $291 | $291 |
| COMCAST CORP CL A | P | 2020-03-25 | 2021-01-20 | $1,222 | $848 | $374 | $374 |
| AIR PRODUCTS & CHEMICALS | P | 2020-03-24 | 2021-01-25 | $1,395 | $987 | $408 | $408 |
| AIR PRODUCTS & CHEMICALS | P | 2020-03-26 | 2021-01-25 | $1,395 | $1,011 | $384 | $384 |
| AIR PRODUCTS & CHEMICALS | P | 2020-11-05 | 2021-01-25 | $1,395 | $1,521 | -$126 | -$126 |
| WASTE MGMT INC | P | 2016-03-01 | 2021-01-28 | $5,658 | $2,852 | $2,806 | $2,806 |
| ZILLOW GRP INC CL C | P | 2020-11-04 | 2021-01-28 | $3,305 | $2,489 | $816 | $816 |
| REGENERON PHARMACEUTICALS | P | 2020-10-05 | 2021-01-29 | $5,009 | $6,116 | -$1,107 | -$1,107 |
| DOMINION ENERGY INC | P | 2020-06-19 | 2021-02-10 | $3,644 | $4,187 | -$543 | -$543 |
| DOMINION ENERGY INC | P | 2020-09-29 | 2021-02-10 | $3,644 | $3,924 | -$280 | -$280 |
| DOMINION ENERGY INC | P | 2020-11-05 | 2021-02-10 | $3,644 | $4,198 | -$554 | -$554 |
| MERCK & CO | P | 2020-04-09 | 2021-02-10 | $1,865 | $2,064 | -$199 | -$199 |
| MERCK & CO | P | 2020-04-27 | 2021-02-10 | $1,865 | $2,108 | -$243 | -$243 |
| VERIZON COMMUNICATIONS | P | 2020-06-02 | 2021-02-10 | $5,503 | $5,623 | -$120 | -$120 |
| MCDONALD'S CORP | P | 2017-12-05 | 2021-02-26 | $3,113 | $2,597 | $516 | $516 |
| MCDONALD'S CORP | P | 2018-06-07 | 2021-02-26 | $5,188 | $4,220 | $968 | $968 |
| MCDONALD'S CORP | P | 2017-10-30 | 2021-02-26 | $2,075 | $1,661 | $414 | $414 |
| PROLOGIS INC REIT | P | 2020-07-10 | 2021-02-26 | $5,002 | $4,757 | $245 | $245 |
| PROLOGIS INC REIT | P | 2020-03-26 | 2021-02-26 | $2,501 | $1,908 | $593 | $593 |
| AIRBNB INC CL A | P | 2020-12-10 | 2021-03-04 | $4,328 | $3,657 | $671 | $671 |
| NOVAVAX INC | P | 2021-01-29 | 2021-03-04 | $2,292 | $3,298 | -$1,006 | -$1,006 |
| STRYKER CORP | P | 2019-03-06 | 2021-03-15 | $25,000 | $24,871 | $129 | $129 |
| SALESFORCE.COM INC | P | 2020-12-02 | 2021-03-18 | $5,251 | $5,518 | -$267 | -$267 |
| DR HORTON INC | P | 2020-08-07 | 2021-03-18 | $8,271 | $6,826 | $1,445 | $1,445 |
| BALL CORP | P | 2020-03-24 | 2021-05-04 | $935 | $561 | $374 | $374 |
| BALL CORP | P | 2020-05-26 | 2021-05-04 | $1,402 | $999 | $403 | $403 |
| CROWN CASTLE INTL CORP REIT | P | 2019-10-25 | 2021-05-04 | $4,590 | $3,460 | $1,130 | $1,130 |
| PAYPAL HLDGS INC | P | 2020-10-05 | 2021-05-12 | $6,015 | $4,901 | $1,114 | $1,114 |
| PAYPAL HLDGS INC | P | 2020-11-05 | 2021-05-12 | $2,406 | $2,015 | $391 | $391 |
| APTIV PLC | P | 2021-01-14 | 2021-05-13 | $6,847 | $7,189 | -$342 | -$342 |
| UNION PACIFIC CORP | P | 2019-07-16 | 2021-06-08 | $25,000 | $25,513 | -$513 | -$513 |
| FREEPORT-MCMORAN INC | P | 2021-02-03 | 2021-06-17 | $6,964 | $5,845 | $1,119 | $1,119 |
| FREEPORT-MCMORAN INC | P | 2021-03-09 | 2021-06-17 | $6,964 | $6,798 | $166 | $166 |
| BAXTER INTL INC | P | 2021-05-24 | 2021-08-05 | $1,855 | $2,070 | -$215 | -$215 |
| BAXTER INTL INC | P | 2021-02-26 | 2021-08-05 | $3,710 | $3,899 | -$189 | -$189 |
| SCHLUMBERGER LTD | P | 2021-06-03 | 2021-08-05 | $5,583 | $7,292 | -$1,709 | -$1,709 |
| UBER TECHNOLOGIES INC | P | 2021-02-12 | 2021-08-05 | $2,157 | $3,006 | -$849 | -$849 |
| UBER TECHNOLOGIES INC | P | 2021-05-24 | 2021-08-05 | $2,157 | $2,505 | -$348 | -$348 |
| VULCAN MATERIALS CO | P | 2020-10-05 | 2021-08-05 | $4,400 | $3,570 | $830 | $830 |
| VULCAN MATERIALS CO | P | 2021-05-24 | 2021-08-05 | $4,400 | $4,619 | -$219 | -$219 |
| RAYTHEON COMPANY (CALLED 08/26/21) | P | 2019-11-12 | 2021-08-26 | $25,725 | $25,378 | $347 | $347 |
| BLACKSTONE INC | P | 2020-06-18 | 2021-09-20 | $6,139 | $2,691 | $3,448 | $3,448 |
| BLACKSTONE INC | P | 2020-10-05 | 2021-09-20 | $6,139 | $2,859 | $3,280 | $3,280 |
| ZOOM VIDEO COMMS INC CL A | P | 2021-08-10 | 2021-09-28 | $1,312 | $1,875 | -$563 | -$563 |
| DOLLAR GENERAL CORP | P | 2019-03-14 | 2021-11-29 | $7,917 | $3,907 | $4,010 | $4,010 |
| DOLLAR GENERAL CORP | P | 2020-03-03 | 2021-11-29 | $2,262 | $1,619 | $643 | $643 |
| WALT DISNEY CO | P | 2021-05-24 | 2021-11-29 | $3,676 | $4,360 | -$684 | -$684 |
| WALT DISNEY CO | P | 2016-01-19 | 2021-11-29 | $5,146 | $3,306 | $1,840 | $1,840 |
| WALT DISNEY CO | P | 2014-05-13 | 2021-11-29 | $2,205 | $1,229 | $976 | $976 |
| SOUTHWEST AIRLINES CO | P | 2020-11-23 | 2021-11-29 | $4,457 | $4,684 | -$227 | -$227 |
| SOUTHWEST AIRLINES CO | P | 2020-10-13 | 2021-11-29 | $4,457 | $3,914 | $543 | $543 |
| 3M CO | P | 2020-03-19 | 2021-11-29 | $880 | $690 | $190 | $190 |
| 3M CO | P | 2020-03-26 | 2021-11-29 | $880 | $679 | $201 | $201 |
| 3M CO | P | 2021-05-24 | 2021-11-29 | $2,641 | $3,040 | -$399 | -$399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,363 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,967 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $359 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $359 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $359 | 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 | $359 | 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 | $563,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,236 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $666,061 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $666,061 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,991 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $656,070 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $359 | TotalTaxAmt |
| Distributable Before Adj | $32,445 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,445 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,445 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,117 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $115,117 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,445 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $7,483 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $4,997 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,480 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,117 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,445 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,672 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $95,152 | 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 | $95,152 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,483 | ExcessFromYear4Amt |
| Excess From Year1 | $4,997 | ExcessFromYear1Amt |
| Excess From Current Year | $82,672 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,098 |
| BIRMINGHAM HOLOCAUST EDUCATION CENTER | |||||||
| 2100 HIGHLAND AVE S | BIRMINGHAM | AL | 35205 | NONE | 501(C)(3) | GENERAL SUPPORT | $99,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,742 | 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 | $8,999 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,363 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,402 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,402 | 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 | $1,500 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $375 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $103,622 | EOYBookValueAmt |
| EOYFMV | $102,354 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $324,073 | EOYBookValueAmt |
| EOYFMV | $449,366 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT OF BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
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 | $99,178 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,481 | Amt |
| Net Investment Income | $2,481 | 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 | $556 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |