THE HACKNEY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE HACKNEY FOUNDATION (EIN 63-1131504)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-10
- IRS object ID
- 202110419349100711
- Schema version
- 2019v5.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-10T12:27:17-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | 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 | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631131504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HACKNEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HACK | BusinessNameControlTxt |
| Phone | 2058705563 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE METROPLEX DRIVE NO 210 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA HACKNEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2058705563 | PhoneNum |
| Signature | 2021-01-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN RANDOLPH | PreparerPersonNm |
| PTIN | P00989558 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Preparation | 2021-01-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $500,636 | 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 | $60,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,652 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,489 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,652 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,956 | 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 | $285 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $143 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $142 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,975 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,328 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,328 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,117 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,183 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,183 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$974 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,142 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,451 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $268,426 | CorporateStockBOYAmt |
| Corporate Stock EOY | $266,144 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $498,185 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $269,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $268,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $500,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,139,582 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,139,582 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,870,013 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,870,987 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $269,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $268,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $269,569 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $268,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $269,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$974 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $268,595 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $268,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DODGE & COX INCOME | P | 2011-11-15 | 2019-10-23 | $988 | $947 | $41 | $41 |
| DODGE & COX INCOME | P | 2011-11-15 | 2020-05-28 | $14,988 | $13,890 | $1,098 | $1,098 |
| AMCAP | P | 2018-12-31 | 2020-06-18 | $513 | $513 | $513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,652 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,229 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $402,283 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.239207 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $87,898 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $426,625 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.206031 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $98,087 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $395,079 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.248272 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,097 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $391,449 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.191844 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,063 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $410,488 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.136576 | DistributionYr5Rt |
| Total Distribution | 1.021930 | TotalDistributionRt |
| Average Distribution | 0.204386 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $459,834 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $93,984 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $115 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,099 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $230 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $230 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $230 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $70 | 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 | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 2058705563 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE METROPLEX DRIVE | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | 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 |
|---|---|---|---|---|---|---|---|---|
| BRENDA HACKNEY | ||||||||
| ONE METROPLEX DRIVE | BIRMINGHAM | AL | 35209 | PRES/VP/TREASURER | 5.00 | $0 | $0 | $0 |
| T MORRIS HACKNEY | ||||||||
| ONE METROPLEX DRIVE | BIRMINGHAM | AL | 35209 | CHAIRMAN/SECRETARY | 5.00 | $0 | $0 | $0 |
| JAMES R HACKNEY | ||||||||
| ONE METROPLEX DRIVE | BIRMINGHAM | AL | 35209 | DIRECTOR | 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 | $451,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,563 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $466,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $466,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $459,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $230 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $230 | TotalTaxAmt |
| Distributable Before Adj | $22,762 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,762 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,762 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $72,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,762 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,093 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,725 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,533 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,737 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,403 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $313,491 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,762 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,538 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $363,029 | 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 | $36,093 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $326,936 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,725 | ExcessFromYear4Amt |
| Excess From Year3 | $78,533 | ExcessFromYear3Amt |
| Excess From Year2 | $66,737 | ExcessFromYear2Amt |
| Excess From Year1 | $76,403 | ExcessFromYear1Amt |
| Excess From Current Year | $49,538 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | T MORRIS HACKNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A EDUCATION PARTNERSHIP | |||||||
| 1230 1ST AVE N | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 |
| ALABAMA BAPTIST CHILDREN'S HOMES | |||||||
| 2681 ROCKY RIDGE LN | BIRMINGHAM | AL | 35216 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $225 |
| ALABAMA HUMANITIES FOUNDATION | |||||||
| 1100 IRELAND WAY 202 | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| ALABAMA INSTITUTE FOR THE DEAF AND BLIND | |||||||
| 205 SOUTH STREET E | TALLADEGA | AL | 35160 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| ALS ASSOCIATION - ALABAMA CHAPTER | |||||||
| 300 CAHABA PARK CIR STE 209 | BIRMINGHAM | AL | 35242 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| ALZHEIMER'S OF ALABAMA | |||||||
| 2151 HIGHLAND AVE 210 | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $150 |
| ALZHEIMER'S OF CENTRAL ALABAMA | |||||||
| 300 OFFICE PARK DR SUITE 225 | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| AMERICAN CANCER SOCIETY | |||||||
| 1100 IRELAND WAY | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| ASBURY UNITED METHODIST CHURCH | |||||||
| 6690 CAHABA VALLEY RD | BIRMINGHAM | AL | 35242 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 |
| AUBURN UNIVERSITY FOUNDATION | |||||||
| 317 S COLLEGE ST | AUBURN | AL | 36849 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 |
| BAPTIST HEALTH FOUNDATION | |||||||
| 1130 22ND STREE SOUTH STE 3200 | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| BETHLEHEM CHURCH OF CHRIST | |||||||
| 2644 LASCASSAS PIKE | MURFREESBORO | TN | 37130 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| BIRMINGHAM MUSEUM OF ART | |||||||
| 2000 REVEREND ABRAHAM WOODS JR BLVD | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $550 |
| BIRMINGHAMWATCH | |||||||
| 147 GLENVIEW DR | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| BOYS AND GIRLS CLUBS OF THE PLATEAU | |||||||
| 42 COMMUNITY PLACE/BOX 1812 | CASHIERS | NC | 28717 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| CANTERBURY UNITED METHODIST CHURCH | |||||||
| 350 OVERLOOK RD | MOUNTAIN BROOK | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,250 |
| CHILDCARE RESOURCES | |||||||
| 244 W VALLEY AVE 200 | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| COLONY CLUB COMMUNITY FUND | |||||||
| PO BOX 1512 | CASHIERS | NC | 28717 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| COMMUNITY FOOD BANK OF CENTRAL ALABAMA | |||||||
| 107 WALTER DAVID DR | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $400 |
| COMMUNITY FURNITURE BANK | |||||||
| 219 DISTRIBUTION DR | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| COMMUNITY GRIEF SUPPORT | |||||||
| 1119 OXMOOR RD | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 |
| FIRST BAPTIST CHURCH OF PULASKI | |||||||
| 407 S 1ST ST | PULASKI | TN | 38478 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| GIRLS ON THE RUN BIRMINGHAM | |||||||
| 500 OFFICE PARK DR 201 | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| GIRLSPRING | |||||||
| PO BOX 530284 | BIRMINGHAM | AL | 35253 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| GLENVILLE-CASHIERS RESCUE SQUAD | |||||||
| 79 N NORTON RD | GLENVILLE | NC | 28736 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| HAND IN PAW | |||||||
| 617 38TH ST SOUTH | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| HIGHLANDS-CASHIER HOSPITAL | |||||||
| 190 HOSPITAL DR | HIGHLANDS | NC | 28741 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| JUNIOR LEAGUE OF BIRMINGHAM | |||||||
| 2212 20TH AVE SOUTH | BIRMINGHAM | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| KING'S HOME | |||||||
| 221 KINGS HOME DR | CHELSEA | AL | 35043 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| LINLY HEFLIN UNIT | |||||||
| 13 OFFICE PARK CIR | MOUNTAIN BROOK | AL | 35223 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| MAGIC MOMENTS | |||||||
| 1600 7TH AVE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| MARION MILITARY INSTITUTE | |||||||
| 1101 WASHINGTON ST | MARION | AL | 36756 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| MARTHA'S VINEYARD MUSEUM | |||||||
| 151 LAGOON POND RD | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| MARTIN METHODIST COLLEGE | |||||||
| 433 W MADISON ST | PULASKI | TN | 38478 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| MIKE SLIVE FOUNDATION | |||||||
| PO BOX 530748 | BIRMINGHAM | AL | 35253 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| MISSION OUTREACH UNITED APPEAL FUND | |||||||
| PO BOX 130699 | BIRMINGHAM | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 |
| MITCHELL'S PLACE | |||||||
| 4778 OVERTON RD | BIRMINGHAM | AL | 35210 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,350 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 2200 WOODCREDT PL | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| OASIS | |||||||
| 2807 7TH AVE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $225 |
| RAILROAD PARK FOUNDATION | |||||||
| 1600 1ST AVE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| RAINBOW OMEGA | |||||||
| 100 HOPE DR | EASTABOGA | AL | 36260 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| ROTARY CLUB OF BIRMINGHAM FOUNDATION | |||||||
| 2019 4TH AVE NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,300 |
| SAMFORD UNIVERSITY | |||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 35229 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,250 |
| SAMFORD UNIVERSITY LEGACY LEAGUE | |||||||
| 800 LAKESHORE DR | BIRMINGHAM | AL | 35229 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| SIGHT SAVERS AMERICA | |||||||
| 337 BUSINESS CIR | PELHAM | AL | 35124 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| SLOSS FURNACES NATIONAL HIST LANDMARK | |||||||
| 20 32ND ST NORTH | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| ST PHILLIP'S CHURCH | |||||||
| 2813 GODFREY AVE NE | FORT PAYNE | AL | 35967 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 |
| ST JOSEPH'SCANDLER FOUNDATION | |||||||
| 5356 REYNOLDS STREET STE 400 | SAVANNAH | GA | 31405 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 600 BEACON PKWY W | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 3736 MONTROSE RD | MOUNTAIN BROOK | AL | 35213 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| ST VINCENT'S FOUNDATION | |||||||
| 1130 22ND STREE SOUTH STE 1000 | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $300 |
| STAIR OF BIRMINGHAM | |||||||
| 3703 5TH AVE SOUTH 400 | BIRMINGHAM | AL | 35222 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| THE BELL CENTER | |||||||
| 1700 29TH CT SOUTH | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| THE BOYS AND GIRLS CLUB OF CENTRAL ALA | |||||||
| 3821 JOHN WILLIAMSON DR | HUEYTOWN | AL | 35023 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 |
| THE COMMUNITY FOUNDATION OF WNC | |||||||
| 4 VANDERBILT PARK DR | ASHEVILLE | NC | 28803 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| THE EXCEPTIONAL FOUNDATION | |||||||
| 1616 OXMOOR RD | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| THE FOUNDRY MINISTRIES | |||||||
| 3748 LORNA RD | BIRMINGHAM | AL | 35216 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200 |
| THE FULL LIFE AHEAD FOUNDATION | |||||||
| 2908 CLAIRMONT AVE | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| THE IS-ABLE CENTER | |||||||
| 244 W VALLEY AVE 206 | BIRMINGHAM | AL | 35209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| THE LOVELADY CENTER | |||||||
| 7916 2ND AVE SOUTH | BIRMINGHAM | AL | 35206 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| THE SALVATION ARMY | |||||||
| 2410 REVEREND ABRAHAM WOODS JR BLVD | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| THE WOMEN'S FUND | |||||||
| 2201 5TH AVE SOUTH APT 110 | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,500 |
| TRINITY PRESBYTERIAN CHURCH | |||||||
| 7160 CAHABA VALLEY RD | BIRMINGHAM | AL | 35242 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| UAB | |||||||
| 1720 UNIVERSITY BLVD | BIRMINGHAM | AL | 35294 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| UAB BLAZER BOOSTERS | |||||||
| 1720 UNIVERSITY BLVD | BIRMINGHAM | AL | 35294 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,333 |
| UAB COMPREHENSIVE CANCER CENTER | |||||||
| 1824 6TH AVE SOUTH | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| UAB SCHOOL OF MEDICINE | |||||||
| 1670 UNIVERSITY BLVD | BIRMINGHAM | AL | 35233 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| UAB SCHOOL OF NURSING | |||||||
| 1701 UNIVERSITY BLVD | BIRMINGHAM | AL | 35294 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 |
| UAB VISUAL AND PERFORMING ARTS | |||||||
| 1221 10TH AVE SOUTH | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| UNITED WAY | |||||||
| 304 1ST AVE NE | CULLMAN | AL | 35055 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| VIRGINIA SAMFORD THEATRE | |||||||
| 1116 26TH ST SOUTH | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| WOODLAWN UMC | |||||||
| 139 54TH ST NORTH | BIRMINGHAM | AL | 35212 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 |
| YWCA OF CENTRAL ALABAMA | |||||||
| 2324 3RD AVE NORTH | BIRMINGHAM | AL | 35203 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,183 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,304 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,652 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,956 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,956 | 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 | BRENDA M HACKNEY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE METROPLEX DRIVE NO 210 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WARREN AVERETT, LLC | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $1,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LPL FINANCIAL | StockNm |
| EOY Book Value | $266,144 | EOYBookValueAmt |
| EOYFMV | $498,185 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SIROTE & PERMUTT | CategoryTxt |
| Legal Fees | $285 | LegalFeesAmt |
| Net Investment Income | $143 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $142 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $3,328 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,328 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX | CategoryTxt |
| Amt | $184 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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