J GEORGE MITNICK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- J GEORGE MITNICK FOUNDATION (EIN 23-7281995)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-04
- IRS object ID
- 202111249349100836
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-04T11:19:03-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | STUART M NELSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2052214000 | PhoneNum |
| Signature | 2021-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STUART | 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 | 2020 | 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 | $627,295 | 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 | $12,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,347 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $326,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,700 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,047 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,047 | 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 | $1,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,031 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $344 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,224 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,224 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,752 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,594 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,825 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $202,327 | CorporateStockBOYAmt |
| Corporate Stock EOY | $215,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $372,831 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $228,493 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $152,398 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $154,639 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $448,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $467,998 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $627,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $448,414 | CapitalStockBOYAmt |
| Capital Stock EOY | $467,998 | 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 | $448,414 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $467,998 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $448,414 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $467,998 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $448,414 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,892 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,692 | OtherIncreasesAmt |
| Subtotal | $467,998 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $467,998 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE SYS INC COM | P | 2020-03-17 | 2020-09-24 | $2,342 | $1,525 | $817 | $817 |
| ADOBE SYS INC COM | P | 2020-04-27 | 2020-09-24 | $2,342 | $1,729 | $613 | $613 |
| AMERICAN EXPRESS COMPANY | P | 2020-03-17 | 2020-06-19 | $997 | $855 | $142 | $142 |
| AMERICAN EXPRESS COMPANY | P | 2020-03-25 | 2020-06-19 | $997 | $918 | $79 | $79 |
| APPLIED MATERIALS INC | P | 2020-04-14 | 2020-10-28 | $2,887 | $2,610 | $277 | $277 |
| APPLIED MATERIALS INC | P | 2020-06-16 | 2020-10-28 | $2,887 | $2,912 | -$25 | -$25 |
| BECTON DICKINSON AND COMPANY | P | 2019-03-11 | 2020-02-24 | $2,506 | $2,500 | $6 | $6 |
| BOSTON PPTYS INC | P | 2020-06-18 | 2020-10-28 | $1,782 | $2,384 | -$602 | -$602 |
| CVS CORP | P | 2019-10-17 | 2020-01-30 | $3,453 | $3,317 | $136 | $136 |
| CINTAS CORP | P | 2020-04-07 | 2020-07-01 | $1,342 | $948 | $394 | $394 |
| CINTAS CORP | P | 2020-04-08 | 2020-07-01 | $1,342 | $964 | $378 | $378 |
| CITRIX SYS INC COM | P | 2020-03-17 | 2020-07-24 | $717 | $632 | $85 | $85 |
| CITRIX SYS INC COM | P | 2020-03-19 | 2020-07-24 | $717 | $639 | $78 | $78 |
| CONOCOPHILLIPS | P | 2019-03-11 | 2020-02-28 | $2,381 | $3,300 | -$919 | -$919 |
| CONOCOPHILLIPS | P | 2019-09-16 | 2020-03-11 | $1,583 | $3,137 | -$1,554 | -$1,554 |
| D R HORTON INC | P | 2019-04-23 | 2020-03-11 | $4,601 | $4,633 | -$32 | -$32 |
| D R HORTON INC | P | 2019-06-14 | 2020-03-12 | $1,916 | $2,302 | -$386 | -$386 |
| DTE ENERGY CO | P | 2019-03-22 | 2020-01-30 | $3,299 | $3,128 | $171 | $171 |
| DTE ENERGY CO | P | 2019-06-14 | 2020-01-30 | $3,298 | $3,241 | $57 | $57 |
| GILEAD SCIENCES INC | P | 2020-04-09 | 2020-08-27 | $1,638 | $1,834 | -$196 | -$196 |
| GILEAD SCIENCES INC | P | 2020-04-17 | 2020-08-27 | $1,639 | $2,083 | -$444 | -$444 |
| INTUITIVE SURGICAL INC | P | 2020-04-09 | 2020-09-03 | $3,700 | $2,492 | $1,208 | $1,208 |
| M & T BK CORP | P | 2020-03-24 | 2020-09-24 | $899 | $957 | -$58 | -$58 |
| M & T BK CORP | P | 2020-04-29 | 2020-09-24 | $1,349 | $1,786 | -$437 | -$437 |
| MOTOROLA SOLUTIONS INC COM | P | 2019-10-17 | 2020-07-22 | $3,526 | $4,410 | -$884 | -$884 |
| NEWMONT MINING CORP | P | 2020-06-19 | 2020-12-10 | $5,923 | $5,712 | $211 | $211 |
| NEWMONT MINING CORP | P | 2020-07-09 | 2020-12-10 | $5,923 | $6,264 | -$341 | -$341 |
| NIKE INC CL B | P | 2020-02-03 | 2020-03-12 | $3,790 | $5,010 | -$1,220 | -$1,220 |
| NUCOR CORP | P | 2020-03-26 | 2020-06-16 | $2,226 | $1,657 | $569 | $569 |
| NUCOR CORP | P | 2020-04-27 | 2020-06-16 | $2,226 | $2,042 | $184 | $184 |
| PIONEER NAT RES CO | P | 2020-04-27 | 2020-09-24 | $4,309 | $4,107 | $202 | $202 |
| SQUARE INC - A | P | 2020-04-09 | 2020-07-09 | $3,237 | $1,498 | $1,739 | $1,739 |
| SQUARE INC - A | P | 2020-05-26 | 2020-07-09 | $3,237 | $2,034 | $1,203 | $1,203 |
| STARBUCKS CORP COM | P | 2020-03-19 | 2020-06-26 | $1,071 | $926 | $145 | $145 |
| TYSON FOODS INC CL A | P | 2020-03-24 | 2020-09-03 | $922 | $903 | $19 | $19 |
| UNION PACIFIC CORP | P | 2020-03-17 | 2020-10-28 | $873 | $644 | $229 | $229 |
| UNION PACIFIC CORP | P | 2020-03-25 | 2020-10-28 | $873 | $693 | $180 | $180 |
| UNION PACIFIC CORP | P | 2020-04-23 | 2020-10-28 | $2,619 | $2,341 | $278 | $278 |
| UNION PACIFIC CORP | P | 2020-04-29 | 2020-10-28 | $4,366 | $4,120 | $246 | $246 |
| UNITED TECHNOLOGIES CORP | P | 2019-11-12 | 2020-02-27 | $2,016 | $2,233 | -$217 | -$217 |
| UNITED TECHNOLOGIES CORP | P | 2020-02-06 | 2020-02-27 | $1,344 | $1,563 | -$219 | -$219 |
| VMWARE INC COM | P | 2019-11-19 | 2020-02-27 | $2,090 | $2,588 | -$498 | -$498 |
| VMWARE INC COM | P | 2020-02-06 | 2020-02-27 | $1,393 | $1,573 | -$180 | -$180 |
| VULCAN MATERIALS COMPANY COM | P | 2019-10-25 | 2020-02-27 | $3,044 | $3,690 | -$646 | -$646 |
| WEYERHAEUSER CO COM | P | 2020-03-24 | 2020-10-30 | $1,343 | $802 | $541 | $541 |
| WEYERHAEUSER CO COM | P | 2020-04-29 | 2020-10-30 | $1,343 | $1,127 | $216 | $216 |
| EATON CORP PLC ORD | P | 2019-10-28 | 2020-02-28 | $4,501 | $4,377 | $124 | $124 |
| ALPHABET INC-CL C | P | 2014-06-26 | 2020-03-12 | $5,639 | $2,897 | $2,742 | $2,742 |
| ALPHABET INC-CL C | P | 2014-06-26 | 2020-03-16 | $1,085 | $565 | $520 | $520 |
| ALPHABET INC-CL C | P | 2014-09-16 | 2020-03-16 | $4,478 | $2,330 | $2,148 | $2,148 |
| BECTON DICKINSON AND COMPANY | P | 2018-01-22 | 2020-02-24 | $2,506 | $2,362 | $144 | $144 |
| BECTON DICKINSON AND COMPANY | P | 2018-02-07 | 2020-02-24 | $1,253 | $1,116 | $137 | $137 |
| CATERPILLAR INC | P | 2010-06-17 | 2020-03-09 | $2,675 | $1,615 | $1,060 | $1,060 |
| CATERPILLAR INC | P | 2010-06-17 | 2020-03-12 | $2,288 | $1,615 | $673 | $673 |
| CHEVRON CORP | P | 2019-01-10 | 2020-11-17 | $25,000 | $24,830 | $170 | $170 |
| CONOCOPHILLIPS | P | 2018-12-28 | 2020-03-11 | $791 | $1,548 | -$757 | -$757 |
| CONOCOPHILLIPS | P | 2019-01-08 | 2020-03-11 | $792 | $1,603 | -$811 | -$811 |
| COSTCO WHSL CORP NEW | P | 2014-05-13 | 2020-03-04 | $3,206 | $1,163 | $2,043 | $2,043 |
| COSTCO WHSL CORP NEW | P | 2016-01-19 | 2020-03-04 | $4,809 | $2,268 | $2,541 | $2,541 |
| COSTCO WHSL CORP NEW | P | 2012-02-02 | 2020-03-12 | $7,093 | $2,130 | $4,963 | $4,963 |
| DELTA AIR LINES INC COM | P | 2019-01-24 | 2020-02-03 | $2,810 | $2,378 | $432 | $432 |
| DELTA AIR LINES INC COM | P | 2019-02-01 | 2020-02-03 | $2,811 | $2,508 | $303 | $303 |
| DISNEY (WALT) COMPANY HOLDINGS CO. | P | 2016-01-19 | 2020-03-12 | $4,654 | $4,724 | -$70 | -$70 |
| HONEYWELL INTL INC | P | 2015-07-10 | 2020-03-12 | $3,484 | $2,437 | $1,047 | $1,047 |
| HONEYWELL INTL INC | P | 2015-08-13 | 2020-03-12 | $3,484 | $2,524 | $960 | $960 |
| HONEYWELL INTL INC | P | 2015-07-10 | 2020-03-16 | $1,377 | $975 | $402 | $402 |
| IBM CR LLC | P | 2019-09-04 | 2020-11-30 | $25,000 | $25,488 | -$488 | -$488 |
| J P MORGAN CHASE & CO | P | 2018-11-06 | 2020-03-12 | $1,336 | $1,638 | -$302 | -$302 |
| J P MORGAN CHASE & CO | P | 2019-03-11 | 2020-03-12 | $891 | $1,044 | -$153 | -$153 |
| J P MORGAN CHASE & CO | P | 2019-01-17 | 2020-10-28 | $968 | $1,026 | -$58 | -$58 |
| J P MORGAN CHASE & CO | P | 2019-03-11 | 2020-10-28 | $1,452 | $1,565 | -$113 | -$113 |
| L3 HARRIS TECHNOLOGIES INC | P | 2019-08-27 | 2020-09-21 | $4,430 | $5,286 | -$856 | -$856 |
| PHILLIPS 66 COM | P | 2017-09-29 | 2020-02-24 | $1,296 | $1,373 | -$77 | -$77 |
| PHILLIPS 66 COM | P | 2017-10-30 | 2020-02-24 | $864 | $915 | -$51 | -$51 |
| PHILLIPS 66 COM | P | 2018-05-09 | 2020-02-24 | $2,161 | $2,943 | -$782 | -$782 |
| RAYTHEON CO | P | 2015-11-17 | 2020-03-11 | $5,470 | $4,339 | $1,131 | $1,131 |
| SHERWIN-WILLIAMS COMPANY COMMON | P | 2012-12-05 | 2020-02-27 | $5,405 | $1,504 | $3,901 | $3,901 |
| SHERWIN-WILLIAMS COMPANY COMMON | P | 2014-05-13 | 2020-02-27 | $1,081 | $401 | $680 | $680 |
| SHERWIN-WILLIAMS COMPANY COMMON | P | 2015-08-10 | 2020-02-27 | $1,622 | $820 | $802 | $802 |
| STANLEY BLACK&DECKER | P | 2019-11-12 | 2020-12-02 | $25,755 | $25,669 | $86 | $86 |
| STRYKER CORP | P | 2016-09-28 | 2020-03-09 | $4,372 | $2,929 | $1,443 | $1,443 |
| STRYKER CORP | P | 2016-05-05 | 2020-03-12 | $4,101 | $2,751 | $1,350 | $1,350 |
| US BANCORP DEL | P | 2015-06-03 | 2020-02-28 | $4,561 | $4,404 | $157 | $157 |
| US BANCORP DEL | P | 2015-04-07 | 2020-03-05 | $4,356 | $4,351 | $5 | $5 |
| VISA INC CL A COM | P | 2016-01-19 | 2020-03-16 | $3,982 | $1,799 | $2,183 | $2,183 |
| WASTE MANAGEMENT INC NEW | P | 2016-04-08 | 2020-03-16 | $5,041 | $2,887 | $2,154 | $2,154 |
| WASTE MANAGEMENT INC | P | 2018-05-15 | 2020-06-30 | $25,000 | $25,865 | -$865 | -$865 |
| MEDTRONIC PLC | P | 2016-11-23 | 2020-03-16 | $4,034 | $3,797 | $237 | $237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,700 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,669 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $553 | 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 | $3 | EsPenaltyAmt |
| Tax Due | $556 | 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 | $547,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $593,714 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $593,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $584,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $553 | TotalTaxAmt |
| Distributable Before Adj | $28,687 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,687 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,687 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,684 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,684 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,687 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $7,483 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $7,483 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,684 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,687 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,997 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,480 | 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 | $12,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,483 | ExcessFromYear3Amt |
| Excess From Current Year | $4,997 | 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 |
|---|---|---|---|---|---|---|---|
| WALKER AREA COMMUNITY FOUNDATION | |||||||
| 611 8TH AVENUE | JASPER | AL | 35501 | NONE | 501(C)(3) | GENERAL SUPPORT | $18,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,334 | 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 | $12,347 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,700 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,047 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,047 | 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 | $1,375 | Amt |
| Net Investment Income | $1,031 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $344 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $152,398 | EOYBookValueAmt |
| EOYFMV | $154,639 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $215,775 | EOYBookValueAmt |
| EOYFMV | $372,831 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $13,692 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,224 | Amt |
| Net Investment Income | $2,224 | 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 | $176 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |