CITIZENSHIP TRUST: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: CITIZENSHIP TRUST (EIN 63-1155922)
Tax period: 2018-10-01 to 2019-09-30
Filed: 2020-08-17
IRS object ID: 202032309349301733
Schema version: 2018v3.2
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
Schedule A
Schedule B
Schedule D
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-08-17T14:10:54-05:00	ReturnTs
Tax Period End	2019-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	630781330	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ALDRIDGE BORDEN & COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	74 COMMERCE STREET	AddressLine1Txt
City	MONTGOMERY	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	36104	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	631155922	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CITIZENSHIP TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CITI	BusinessNameControlTxt
Phone	2056653535	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 6	AddressLine1Txt
City	MONTEVALLO	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35115	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THOMAS G WALKER	PersonNm
Person Title	PRESIDENT/SECRETARY	PersonTitleTxt
Phone	2056653535	PhoneNum
Signature	2020-08-14	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WILLIAM L COX CPA	PreparerPersonNm
PTIN	P00144830	PTIN
Phone	3348346640	PhoneNum
Preparation	2020-08-17	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	209.194.9.34	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-08-17	IPDt
IP Tm	14:10:54	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	7391DA8944BCF345C95087F79BFFEF79996D9C32	AtSubmissionCreationDeviceId
At Submission Filing Device Id	5284E13DF8FC3CA8FFF75ECD9CED8C00041EAA0D	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-11-06 18:47:13Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THOMAS G WALKER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 6	AddressLine1Txt
City	MONTEVALLO	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35115	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$9,696,416	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.AMERICANVILLAGE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1995	FormationYr
Legal Domicile State	AL	LegalDomicileStateCd
Activity Or Mission	SERVES AS AN EDUCATIONAL INSTITUTION WHOSE MISSION IS TO STRENGTHEN AND RENEW THE FOUNDATIONS OF AMERICAN LIBERTY AND SELF- GOVERNMENT BY ENGAGING AND INSPIRING CITIZENS AND LEADERS, WITH A SPECIAL EMPHASIS ON PROGRAMS FOR YOUNG PEOPLE.	ActivityOrMissionDesc
Voting Members Governing Body	22	VotingMembersGoverningBodyCnt
Voting Members Independent	22	VotingMembersIndependentCnt
Total Employee	29	TotalEmployeeCnt
Total Volunteers	100	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$3,423,707	PYContributionsGrantsAmt
CY Contributions Grants	$3,380,090	CYContributionsGrantsAmt
PY Program Service Revenue	$381,933	PYProgramServiceRevenueAmt
CY Program Service Revenue	$307,375	CYProgramServiceRevenueAmt
PY Investment Income	$116,966	PYInvestmentIncomeAmt
CY Investment Income	$438,849	CYInvestmentIncomeAmt
PY Other Revenue	$256,402	PYOtherRevenueAmt
CY Other Revenue	$130,510	CYOtherRevenueAmt
PY Total Revenue	$4,179,008	PYTotalRevenueAmt
CY Total Revenue	$4,256,824	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,813,213	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,891,855	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$365,173	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,738,916	PYOtherExpensesAmt
CY Other Expenses	$3,116,351	CYOtherExpensesAmt
PY Total Expenses	$4,552,129	PYTotalExpensesAmt
CY Total Expenses	$5,008,206	CYTotalExpensesAmt
PY Revenues Less Expenses	-$373,121	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$751,382	CYRevenuesLessExpensesAmt
Total Assets BOY	$33,124,057	TotalAssetsBOYAmt
Total Assets EOY	$31,673,698	TotalAssetsEOYAmt
Total Liabilities BOY	$19,253,373	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$18,764,910	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$13,870,684	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$12,908,788	NetAssetsOrFundBalancesEOYAmt
Mission	CITIZENSHIP EDUCATION	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$3,041,884	ExpenseAmt
Desc	TO ENHANCE AND PROMOTE CITIZENSHIP EDUCATION OF YOUNG PEOPLE	Desc
Total Program Service Expenses	$3,041,884	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	11	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	29	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	22	GoverningBodyVotingMembersCnt
Independent Voting Member	22	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	THOMAS G WALKER JR	PersonNm
Phone	2056653535	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 6	AddressLine1Txt
City	MONTEVALLO	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35115	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
THOMAS G WALKER
PRESIDENT/SE	40.00	Yes (X)	Yes (X)	$186,892	$0	$19,856
TRACEY ADAMS
VICE CHAIR	2.00	Yes (X)		$0	$0	$0
HON JO BONNER
TRUSTEE	2.00	Yes (X)		$0	$0	$0
HON TOM BUTLER
TRUSTEE	2.00	Yes (X)		$0	$0	$0
DR BETH HAMER
TRUSTEE	2.00	Yes (X)		$0	$0	$0
SAM JOHNSON
TRUSTEE	2.00	Yes (X)		$0	$0	$0
COL ROOSEVELT LEWIS
TRUSTEE	2.00	Yes (X)		$0	$0	$0
GORDON MARTIN
TRUSTEE	2.00	Yes (X)		$0	$0	$0
DR ROBERT MCCHESNEY
TRUSTEE	2.00	Yes (X)		$0	$0	$0
VAUGH MORRISSETTE
TRUSTEE	2.00	Yes (X)		$0	$0	$0
SEN ARTHUR ORR
TRUSTEE	2.00	Yes (X)		$0	$0	$0
DR CATHY RANDALL
TRUSTEE	2.00	Yes (X)		$0	$0	$0
COL JOHN SCHMIDT
TRUSTEE	2.00	Yes (X)		$0	$0	$0
REV DR ROBERT TURNER
TRUSTEE	2.00	Yes (X)		$0	$0	$0
DR WAYNE VICKERS
TRUSTEE	2.00	Yes (X)		$0	$0	$0
RB WALKER
TRUSTEE	2.00	Yes (X)		$0	$0	$0
SEN CAM WARD
TRUSTEE	2.00	Yes (X)		$0	$0	$0
FRANK WILKES
TRUSTEE	2.00	Yes (X)		$0	$0	$0
DR JACK HAWKINS JR
CHAIR	2.00		Yes (X)	$0	$0	$0
CAROL BROWN
CHAIR ELECT	2.00		Yes (X)	$0	$0	$0
PAT KELLY
TREASURER	2.00		Yes (X)	$0	$0	$0
STEVE PICKET
DEPUTY TREAS	2.00		Yes (X)	$0	$0	$0
FRED CRAWFORD
PAST CHAIR	2.00		Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$186,892	TotalReportableCompFromOrgAmt
Total Other Compensation	$19,856	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Government Grants	$1,046,203	GovernmentGrantsAmt
All Other Contributions	$2,333,887	AllOtherContributionsAmt
Total Contributions	$3,380,090	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	ADMISSION FEES	Desc
Business	611710	BusinessCd
Total Revenue Column	$307,375	TotalRevenueColumnAmt
Exclusion	$307,375	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$307,375	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$180,006	TotalRevenueColumnAmt
Exclusion	$180,006	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$5,650,887	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$5,392,044	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$258,843	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$258,843	TotalRevenueColumnAmt
Related Or Exempt Func Income	$258,843	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$61,020	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$47,548	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,472	TotalRevenueColumnAmt
Related Or Exempt Func Income	$13,472	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$117,038	TotalRevenueColumnAmt
Related Or Exempt Func Income	$117,038	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$117,038	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,256,824	TotalRevenueColumnAmt
Related Or Exempt Func Income	$389,353	RelatedOrExemptFuncIncomeAmt
Exclusion	$487,381	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$186,892	TotalAmt
Program Services	$56,067	ProgramServicesAmt
Management And General	$56,068	ManagementAndGeneralAmt
Fundraising	$74,757	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,493,422	TotalAmt
Program Services	$582,452	ProgramServicesAmt
Management And General	$700,073	ManagementAndGeneralAmt
Fundraising	$210,897	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$54,305	TotalAmt
Program Services	$20,636	ProgramServicesAmt
Management And General	$24,437	ManagementAndGeneralAmt
Fundraising	$9,232	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$28,692	TotalAmt
Program Services	$10,903	ProgramServicesAmt
Management And General	$12,912	ManagementAndGeneralAmt
Fundraising	$4,877	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$128,544	TotalAmt
Program Services	$48,847	ProgramServicesAmt
Management And General	$57,845	ManagementAndGeneralAmt
Fundraising	$21,852	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$7,422	TotalAmt
Program Services	$4,453	ProgramServicesAmt
Management And General	$2,969	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$40,000	TotalAmt
Program Services	$24,000	ProgramServicesAmt
Management And General	$16,000	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$93,543	TotalAmt
Program Services	$56,126	ProgramServicesAmt
Management And General	$37,417	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$171,336	TotalAmt
Program Services	$126,581	ProgramServicesAmt
Management And General	$44,755	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$516,572	TotalAmt
Program Services	$309,943	ProgramServicesAmt
Management And General	$206,629	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$30,164	TotalAmt
Program Services	$18,098	ProgramServicesAmt
Management And General	$12,066	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,063,115	TotalAmt
Program Services	$903,648	ProgramServicesAmt
Management And General	$159,467	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$758,985	TotalAmt
Program Services	$645,137	ProgramServicesAmt
Management And General	$113,848	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$81,765	TotalAmt
Program Services	$49,059	ProgramServicesAmt
Management And General	$32,706	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MISCELLANEOUS	$141,082	$84,649	$56,433
CONSULTING FEES	$130,102	$78,061	$52,041
FUNDRAISING	$43,558			$43,558
FEES	$21,289	$12,773	$8,516

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$17,418	TotalAmt
Program Services	$10,451	ProgramServicesAmt
Management And General	$6,967	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,008,206	TotalAmt
Program Services	$3,041,884	ProgramServicesAmt
Management And General	$1,601,149	ManagementAndGeneralAmt
Fundraising	$365,173	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$9,800	BOYAmt
EOY	$7,444	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$5,116,757	BOYAmt
EOY	$5,519,793	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$415,012	BOYAmt
EOY	$301,691	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$126,701	BOYAmt
EOY	$136,355	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$36,268	BOYAmt
EOY	$37,385	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$20,092	BOYAmt
EOY	$14,711	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$29,543,503	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$8,296,579	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$21,710,328	BOYAmt
EOY	$21,246,924	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,198,174	BOYAmt
EOY	$3,087,653	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$269,640	BOYAmt
EOY	$165,264	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,221,285	BOYAmt
EOY	$1,156,478	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$33,124,057	BOYAmt
EOY	$31,673,698	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$25,162	BOYAmt
EOY	$62,918	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$6,537	BOYAmt
EOY	$6,841	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$18,020,000	BOYAmt
EOY	$17,115,000	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$65,000	BOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$439,000	BOYAmt
EOY	$547,425	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$697,674	BOYAmt
EOY	$1,032,726	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$19,253,373	BOYAmt
EOY	$18,764,910	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,219,289	BOYAmt
EOY	$8,337,435	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,651,395	BOYAmt
EOY	$4,571,353	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$13,870,684	BOYAmt
EOY	$12,908,788	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$33,124,057	BOYAmt
EOY	$31,673,698	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$751,382	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$210,514	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,234,437	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,042,964	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,567,182	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,423,707	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,380,090	CurrentTaxYearAmt
Total	$20,648,380	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,234,437	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,042,964	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,567,182	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,423,707	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,380,090	CurrentTaxYearAmt
Total	$20,648,380	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$20,648,380	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$797	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$711	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$52,480	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$126,016	CurrentTaxYearMinus1YearAmt
Current Tax Year	$180,006	CurrentTaxYearAmt
Total	$360,010	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$21,008,390	TotalSupportAmt
Gross Receipts Rltd Activities	$178,058	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.98290	PublicSupportCY170Pct
Public Support PY170	0.99140	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,595,180	OtherCostOrOtherBasisAmt
Book Value	$2,595,180	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$21,094,319	OtherCostOrOtherBasisAmt
Depreciation	$5,567,898	DepreciationAmt
Book Value	$15,526,421	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,673,955	OtherCostOrOtherBasisAmt
Depreciation	$1,785,269	DepreciationAmt
Book Value	$2,888,686	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$942,327	OtherCostOrOtherBasisAmt
Depreciation	$758,797	DepreciationAmt
Book Value	$183,530	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$237,722	OtherCostOrOtherBasisAmt
Depreciation	$184,615	DepreciationAmt
Book Value	$53,107	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$21,246,924	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
UNFUNDED PENSION LIABILITY	$465,389
BOND PREMIUM	$369,037
ALLOWANCE FOR REVOCABLE PLEDGES	$133,300
ACCRUED INTEREST	$65,000

Field	Value	IRS element (for citing)
Total Liability	$1,032,726	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,787,467	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$210,514	NetUnrealizedGainsInvstAmt
Other Revenue	-$258,843	OtherRevenueAmt
Revenue Not Reported	-$469,357	RevenueNotReportedAmt
Revenue Subtotal	$4,256,824	RevenueSubtotalAmt
Total Revenue Per Form990	$4,256,824	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,749,363	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$258,843	OtherExpensesIncludedAmt
Expenses Not Reported	-$258,843	ExpensesNotReportedAmt
Expenses Subtotal	$5,008,206	ExpensesSubtotalAmt
Total Expenses Per Form990	$5,008,206	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART III, LINE 4	COLLECTIONS CONSIST MAINLY OF HISTORICAL DISPLAYS. THE TRUST HOLDS ITS COLLECTIONS FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH.
SCHEDULE D, PAGE 3, PART X	THE TRUST HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. USING THE GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF SEPTEMBER 30, 2019, THE TRUST HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
SCHEDULE D, PAGE 4, PART XI, LINE 2D	REALIZED LOSS ON INVESTMENTS -258,843
SCHEDULE D, PAGE 4, PART XII, LINE 2D	REALIZED LOSS ON INVESTMENTS -258,843

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THOMAS G WALKER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Title	PRESIDENT/SECRETARY	TitleTxt
Base Compensation Filing Org	$185,372	BaseCompensationFilingOrgAmt
Bonus Filing Organization	$1,520	BonusFilingOrganizationAmount
Deferred Compensation Flng Org	$10,562	DeferredCompensationFlngOrgAmt
Nontaxable Benefits Filing Org	$9,294	NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org	$206,748	TotalCompensationFilingOrgAmt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
A THE AM VILL PUB EDUC BUILD AUTH
A	525111210	612685DN4	2017-06-29	$2,345,000	CONSTRUCTION COSTS	false	false	false
THE AM VILL PUB EDUC BUILD AUTH
B	525111210	612685EF0	2019-09-09	$14,720,000	CONSTRUCTION COSTS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$2,316,438	$93,800	$14,808	false	false	false	Yes (true)
B	$16,594,358	$898,901	$97,242	false	false	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	false	false	false
B	false	false	false	false	false	false	false

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	false	false	false	false	false	false	false	false
B	false	false	false	false	false	false	false	false	false

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	false
B	false

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE K - DIFFERENCES IN ISSUE PRICE EXPLANATION	FormAndLineReferenceDesc
Explanation	A THE AM VILL PUB EDUC BUILD AUTH ORIGINAL ISSUE DISCOUNT THE AM VILL PUB EDUC BUILD AUTH ORIGINAL ISSUE PREMIUM PRIOR DEBT SERVICE FUNDS	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11B	A COPY OF THE FORM 990 IS FIRST REVIEWED BY THE BOARD TREASURER WITH THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER AND THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD FOR REVIEW. ANY COMMENTS, ISSUES, OR QUESTIONS REGARDING THE FORM 990 ARE THEN REVIEWED BY THE BOARD'S EXECUTIVE COMMITTEE. AFTER THAT FINAL REVIEW, THE FORM 990 IS THEN FILED.
FORM 990, PAGE 6, PART VI, LINE 12C	ANNUALLY, EACH INDIVIDUAL SHALL COMPLETE AND FILE A FORM WITH THE SECRETARY FOR SAFEKEEPING. THE FORM SHALL INDICATE AN ACKNOWLEDGEMENT THAT HE OR SHE HAS RECEIVED, READ, REVIEWED, AND AGREES TO COMPLY WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PAGE 6, PART VI, LINE 15A	ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE SHALL MAKE RECOMMENDATIONS TO THE BOARD ON THE PERFORMANCE APPRAISAL AND COMPENSATION TO THE CHIEF EXECUTIVE OFFICER. A REVIEW OF COMPENSATION WILL INCLUDE REFERENCE TO EXECUTIVE COMPENSATION DATA COMPARABLE TO PUBLIC, QUASI-PUBLIC, AND NONPROFIT INSTITUTIONS DERIVED FROM THE FORM 990S AND/OR OTHER SOURCES AND OTHER COMPENSATION DATA THAT MAY BE RELEVANT. THE CHIEF EXECUTIVE OFFICER IS ABSENT FROM THE DISCUSSION AND ACTION, AND THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION FOR APPROVAL BY THE FULL BOARD. THE CHIEF EXECUTIVE OFFICER IS ABSENT FROM THE DISCUSSION AND ACTION PORTION OF THE BOARD MEETING WHERE COMPENSATION IS SET.
FORM 990, PAGE 6, PART VI, LINE 19	FEDERAL LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE PUBLICLY AVAILABLE UNLESS INCLUDED ON A FORM THAT IS PUBLICLY AVAILABLE. PUBLICLY AVAILABLE DOCUMENTS ARE: GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS), WHICH ARE AVAILABLE THROUGH THE SECRETARY OF STATE; FORM 990; AND CONFLICT OF INTEREST POLICY. THE LATTER TWO ARE AVAILABLE UPON REQUEST TO THE TRUST.
FORM 990, PART XI, LINE 9	REALIZED LOSS ON INVESTMENTS -258,843 REALIZED LOSS ON INVESTMENTS 258,843

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
AMERICAN VILLAGE LIBERTY FOUNDATION
PO BOX 6	MONTEVALLO	AL	35115	631263930	EDUCATION	AL	501CS	7	N/A	false
COLONIAL CHAPEL FOUNDATION
PO BOX 6	MONTEVALLO	AL	35115	364499253	EDUCATION	AL	501C3	7	N/A	false

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd