ALTEC-STYSLINGER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALTEC-STYSLINGER FOUNDATION INC (EIN 72-1372302)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349101678
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T09:54:42-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 SUMMIT BLVD SUITE 300 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721372302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTECSTYSLINGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALTE | BusinessNameControlTxt |
| Phone | 2059917733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 INVERNESS CENTER DR | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLEN W RITCHIE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2059917733 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEE SIMS | PreparerPersonNm |
| PTIN | P01355571 | PTIN |
| Phone | 2052780001 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 15:06:58 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92E8DF41CF70E44AD7EDB62CC6520A53AF4D6553 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $109,643,557 | 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 | $10,046,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,829,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,829,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $500,738 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,501,921 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $500,738 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,799 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,386,732 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,330,433 | 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 |
| Accounting Fees Rev And Expnss | $17,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,318 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,952 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $90,588 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,588 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,974 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,718 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $392,702 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $146,916 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $362 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $526,534 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $244,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,314 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,276,420 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,276,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,802,954 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $244,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,289,734 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,583,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,085,893 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,899,074 | CashBOYAmt |
| Cash EOY | $841,009 | CashEOYAmt |
| Cash EOYFMV | $841,009 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,096,208 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,093,718 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,093,718 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,790,848 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,795,692 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $40,870,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,816,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,506,309 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,117,909 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,212,002 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,406,829 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $79,983,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,753,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,643,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $79,983,437 | RetainedEarningBOYAmt |
| Retained Earning EOY | $87,753,803 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,983,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,753,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,983,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,753,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,983,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,583,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $835,500 | OtherIncreasesAmt |
| Subtotal | $88,402,715 | SubtotalAmt |
| Other Decreases | $648,912 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,753,803 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| ARCHSTONE - LT | P | $9,243 | -$9,243 | -$9,243 | |
| CENTENNIAL REAL ESTATE FUND III, LP - LT | P | $362,988 | $362,988 | $362,988 | |
| CENTENNIAL REAL ESTATE FUND IV, LP - LT | P | $188,835 | $188,835 | $188,835 | |
| CLEARVUE PARTNERS - LT | P | $77,181 | $77,181 | $77,181 | |
| COSTANOA VENTURE CAPITAL I, LP - LT | P | $21,205 | -$21,205 | -$21,205 | |
| COSTANOA VENTURE CAPITAL OPPORTUNITY FUND - ST | P | $12,523 | $12,523 | $12,523 | |
| FIDELITY - PUBLICLY TRADED SECURITIES - LT | P | $808,466 | -$13,271 | -$13,271 | $795,195 |
| FORAGER FUND, L.P. - ST | P | $346 | -$346 | -$346 | |
| FORAGER FUND, L.P. - LT | P | $51,094 | $51,094 | $51,094 | |
| SCHWAB - PUBLICLY TRADED SECURITIES - ST | P | $9,770,978 | $8,022 | $8,022 | $9,779,000 |
| SHENKMAN FUNDS - LT | P | $1,049,178 | -$16,972 | -$16,972 | $1,032,206 |
| STEELMILL FUND - LT | P | $13,976 | -$13,976 | -$13,976 | |
| STONE RIDGE FUND - LT | P | $1,327,791 | -$124,892 | -$124,892 | $1,202,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $500,738 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,619,263 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $81,844,990 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056439 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,688,292 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $71,343,590 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065714 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,570,195 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $58,098,091 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061451 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,195,272 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,285,991 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042805 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,630,821 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $43,493,265 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037496 | DistributionYr5Rt |
| Total Distribution | 0.263905 | TotalDistributionRt |
| Average Distribution | 0.052781 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $99,118,758 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,231,587 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,859 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,252,446 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,289,734 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,718 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,718 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,718 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $37,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $88 | EsPenaltyAmt |
| Overpayment | $12,234 | OverpaymentAmt |
| Applied To ES Tax | $12,234 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN W RITCHIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2059917733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 INVERNESS CENTER DR | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35242 | 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 |
|---|---|---|---|---|---|---|---|---|
| LEE J STYSLINGER JR | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| LEE J STYSLINGER III | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | PRESIDENT & CEO | 1.00 | $0 | $0 | $0 |
| ALLEN W RITCHIE | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY INVESTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28019 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 871258019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $60,843 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $74,060,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,161,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,406,829 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,628,181 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,628,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,509,423 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,118,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,955,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,955,938 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,718 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $69,432 | IncomeTaxAmt |
| Total Tax | $111,150 | TotalTaxAmt |
| Distributable Before Adj | $4,844,788 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,844,788 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,844,788 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,289,734 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,289,734 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,289,734 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,844,788 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $726,349 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,158,050 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $580,072 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,464,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,289,734 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,289,734 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $555,054 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $555,054 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,909,417 | 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 | $1,909,417 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $171,295 | ExcessFromYear3Amt |
| Excess From Year2 | $1,158,050 | ExcessFromYear2Amt |
| Excess From Year1 | $580,072 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEE J STYSLINGER JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (187 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AG GASTON BOYS & GIRLS CLUB | ||||||||
| PO BOX 110308 | BIRMINGHAM | AL | 35211 | NONE | PC | GENERAL OPERATING BUDGET | $150,000 | |
| A EDUCATION FOUNDATION | ||||||||
| PO BOX 4433 | MONTGOMERY | AL | 36103 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| ALABAMA ASSOCIATION OF NONPROFITS | ||||||||
| PO BOX 293932 | BIRMINGHAM | AL | 35229 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| ALABAMA BICENTENNIAL COMMISSION FOUNDATION | ||||||||
| PO BOX 246 | MONTGOMERY | AL | 36103 | NONE | PC | GENERAL OPERATING BUDGET | $50,000 | |
| ALTAMONT SCHOOL | ||||||||
| 4081 ALTAMONT ROAD SOUTH | BIRMINGHAM | AL | 35222 | NONE | PC | GENERAL OPERATING BUDGET | $500 | |
| ALZHEIMER'S OF CENTRAL ALABAMA | ||||||||
| PO BOX 2273 | BIRMINGHAM | AL | 35201 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1100 IRELAND WAY STE 201 | BIRMINGHAM | AL | 352057014 | NONE | PC | GENERAL OPERATING BUDGET | $575 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1449 MEDICAL PARK DRIVE | BIRMINGHAM | AL | 35213 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37295 | WASHINGTON | DC | 20013 | NONE | PC | GENERAL OPERATING BUDGET | $150 | |
| ANIMAL LIFELINE | ||||||||
| 2118 VINEYARD HILLS COURT | VACAVILLE | CA | 95688 | NONE | PC | GENERAL OPERATING BUDGET | $100 | |
| ANIMAL OUTREACH OF THE MOTHER LODE | ||||||||
| PO BOX 480 | DIAMOND SPRINGS | CA | 95619 | NONE | PC | GENERAL OPERATING BUDGET | $200 | |
| APPEAL OF CONSCIENCE FOUNDATION | ||||||||
| 1325 SIXTH AVENUE 27TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| ARCHIMEDES SOCIETY OF MCWANE SCIENCE CENTER | ||||||||
| 200 19TH STREET N | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| ARTS FUND | ||||||||
| 210 INVERNESS CENTER DRIVE | MONTGOMERY | AL | 35242 | NONE | PC | GENERAL OPERATING BUDGET | $1,500 | |
| AUBURN UNIVERSITY FOUNDAITON | ||||||||
| 1550 E GLENN AVE | AUBURN | AL | 36830 | NONE | PC | GENERAL OPERATING BUDGET | $250 | |
| BANNER LAKE CLUB | ||||||||
| 12212 SE LANTANA AVE | HOBE SOUND | FL | 33455 | NONE | PC | GENERAL OPERATING BUDGET | $20,000 | |
| BAYLOR SCHOOL | ||||||||
| 171 BAYLOR SCHOOL RD | CHATTANOOGA | TN | 37405 | NONE | PC | GENERAL OPERATING BUDGET | $50,000 | |
| BETTER BASICS | ||||||||
| 1231 2ND AVE S | BIRMINGHAM | AL | 35233 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| BIRMINGHAM EDUCATION FOUNDATION | ||||||||
| 901 9TH AVE NORTH | BIRMINGHAM | AL | 35204 | NONE | PC | GENERAL OPERATING BUDGET | $27,000 | |
| BIRMINGHAM LANDMARKS INC | ||||||||
| 1817 3RD AVENUE NORTH | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $30,000 | |
| BIRMINGHAM PROMISE INC | ||||||||
| PO BOX 320189 | BIRMINGHAM | AL | 35232 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| BIRMINGHAM SOUTH YOUNG LIFE | ||||||||
| 2727 19TH PL S | HOMEWOOD | AL | 35209 | NONE | PC | GENERAL OPERATING BUDGET | $7,500 | |
| BIRMINGHAM SOUTHERN COLLEGE | ||||||||
| 900 ARKADELPHIA ROAD | BIRMINGHAM | AL | 35254 | NONE | PC | GENERAL OPERATING BUDGET | $50 | |
| BIRMINGHAM ZOO | ||||||||
| 2630 CAHABA ROAD | BIRMINGHAM | AL | 35223 | NONE | PC | GENERAL OPERATING BUDGET | $100,000 | |
| BOBBY JONES GOLF COURSE FOUNDAITON | ||||||||
| 2205 NORTHSIDE DRIVE NW | ATLANTA | GA | 30305 | NONE | PC | GENERAL OPERATING BUDGET | $20,000 | |
| BOTETOURT FAMILY YMCA | ||||||||
| 90 TOWN CENTER ST | DALEVILLE | VA | 24083 | NONE | PC | GENERAL OPERATING BUDGET | $30,000 | |
| BOTETOURT TECHNICAL CENTER | ||||||||
| 253 POOR FARM RD | FINCASTLE | VA | 24090 | NONE | PC | GENERAL OPERATING BUDGET | $25,000 | |
| BOY SCOUTS OF AMERICA BLUE RIDGE MOUNTAINS COUNCIL | ||||||||
| 2131 VALLEY VIEW BLVD NW | ROANOKE | VA | 24012 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| BOY SCOUTS OF AMERICA PONY EXPRESS COUNCIL | ||||||||
| 1704 BUCKINGHAM ST | SAINT JOSEPH | MO | 64506 | NONE | PC | GENERAL OPERATING BUDGET | $3,250 | |
| BOYS AND GIRLS CLUB OF THE TEXAS HILL COUNTRY | ||||||||
| 808 N LLANO ST | FREDRICKSBURG | TX | 78624 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| BUILD URBAN PROSPERITY- BUILD UP | ||||||||
| 2301 AVENUE E | BIRMINGHAM | AL | 35218 | NONE | PC | GENERAL OPERATING BUDGET | $50,000 | |
| C2 OPPORTUNITY SCHOLARSHIP FUND | ||||||||
| PO BOX 59188 | BIRMINGHAM | AL | 35259 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| CABIN FEVER CHARITY EVENTS | ||||||||
| 4166 FALLING CREEK DRIVE | VINTON | VA | 24179 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| CABLE NATURAL HISTORY MUSEUM | ||||||||
| 13470 COUNTY HIGHWAY M | CABLE | WI | 54821 | NONE | PC | GENERAL OPERATING BUDGET | $100 | |
| CAMP SMILE-A-MILE | ||||||||
| 1510 5TH AVE S | BIRMINGHAM | AL | 35233 | NONE | PC | GENERAL OPERATING BUDGET | $30,000 | |
| CAMPUS CRUSADE FOR CHRIST | ||||||||
| 303 WISTERIA PLACE | HOOVER | AL | 35216 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| CANTERBURY UNITED METHODIST CHURCH | ||||||||
| 350 OVERBROOK DRIVE | BIRMINGHAM | AL | 35213 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| CATHEDRAL EARLY CHILDHOOD | ||||||||
| 519 N 10TH STREET | ST JOSEPH | MO | 64501 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| CENTRAL HARDIN HIGH SCHOOL | ||||||||
| 3030 LEITCHFIELD ROAD | CECILIA | KY | 42724 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| CHILDREN'S HARBOR | ||||||||
| 1600 6TH AVE S | BIRMINGHAM | AL | 35233 | NONE | PC | GENERAL OPERATING BUDGET | $8,500 | |
| CHILDREN'S MIRACLE NETWORK HOSPITALS | ||||||||
| 205 WEST 700 | SOUTH SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 370 LEXINGTON AVE SUITE 2100 | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| CHRIST HEALTH CENTER | ||||||||
| 5720 FIRST AVENUE SOUTH | BIRMINGHAM | AL | 35212 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| CHRISTIAN FAMILY SERVICES OF THE MIDWEST INC | ||||||||
| 8249 W 95TH STREET SUITE 107 | OVERLAND PARK | KS | 66212 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| COLLEGE ADMISSIONS MADE POSSIBLE | ||||||||
| 5529 1ST AVE S STE 4 | BIRMINGHAM | AL | 35212 | NONE | PC | GENERAL OPERATING BUDGET | $15,000 | |
| COMMUNITY FOUNDATION OF EAST ALABAMA | ||||||||
| 1103 GLENN STREET | OPELIKA | AL | 36801 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| COMMUNITY FOUNDATION OF GREATER BIRMINGHAM | ||||||||
| 2100 FIRSTAVENUE NORTH SUITE 700 | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| COMMUNITY FURNITURE BANK | ||||||||
| 219 DISTRIBUTION DR | BIRMINGHAM | AL | 35209 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| COOPERATIVE DOWNTOWN MINISTRIES INC | ||||||||
| 1630 13TH AVE N | BIRMINGHAM | AL | 35204 | NONE | PC | GENERAL OPERATING BUDGET | $225,000 | |
| CORNERSTONE EDUCATION GROUP | ||||||||
| 306 E FOURTH STREET | ROYAL OAK | MI | 48067 | NONE | PC | GENERAL OPERATING BUDGET | $15,000 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| DEVELOPMENT OFFICE/ /58 EAST 68TH S | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | R |
| CRIPPLED CHILDREN'S FOUNDATION | ||||||||
| 2019 4TH AVE N | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 733 THIRD AVENUE STE 510 | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| DULUTH HERITAGE SPORTS CENTER FOUNDATION | ||||||||
| 120 S 30TH AVE | DULUTH | MN | 55807 | NONE | PC | GENERAL OPERATING BUDGET | $7,500 | |
| ELIZABETHTOWN COMMUNITY AND TECHNICAL COLLEGE | ||||||||
| 600 COLLEGE STREET ROAD | ELIZABETHTOWN | KY | 42701 | NONE | PC | GENERAL OPERATING BUDGET | $50,000 | |
| EMBRY RIDDLE AERONAUTICAL UNIVERSITY | ||||||||
| 3700 WILLOW CREEK ROAD | PRESCOTT | AZ | 86301 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| ENERGY 4 A CURE | ||||||||
| 4261 E UNIVERSITY DRIVE SUITE 30 | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | 286 |
| EWI SCHOLARSHIP PROGRAM | ||||||||
| 2860 SOUTH 2300 EAST STE 211 | SALT LAKE CITY | UT | 84109 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| FCA AUBURN UNIVERSITY CENTER | ||||||||
| PO BOX 68 | AUBURN | AL | 36831 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| FLOYD COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 862 | FLOYD | VA | 24901 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| FOLDS OF HONOR | ||||||||
| 5800 PATRIOT DR | OWASSO | OK | 74055 | NONE | PC | GENERAL OPERATING BUDGET | $500 | |
| FORWARD ATLANTA | ||||||||
| 2750 SOUTHPOINT DR | FOREST PARK | GA | 30297 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| FRESH WATER LAND TRUST | ||||||||
| 2308 FIRST AVENUE NORTH | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $15,000 | |
| FRIENDS OF JEMISON PARK | ||||||||
| PO BOX 530813 | MOUNTAIN BROOK | AL | 35253 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| FRIENDSHIP CHRISTIAN SCHOOL | ||||||||
| 5501 FALLS OF NEUSE ROAD | RALEIGH | NC | 27609 | NONE | PC | GENERAL OPERATING BUDGET | $300 | |
| GIRLSPRING INC | ||||||||
| PO BOX 530814 | BIRMINGHAM | AL | 35253 | NONE | PC | GENERAL OPERATING BUDGET | $3,000 | |
| GLENWOOD INC | ||||||||
| 150 GLENWOOD LANE | BIRMINGHAM | AL | 35242 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| GRACE HOUSE | ||||||||
| 4911 FARRELL AVENUE | FAIRFIELD | AL | 35064 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| GRANITE UNITED WAY | ||||||||
| 22 CONCORD STREET FLOOR 2 | MANCHESTER | NH | 03101 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| GREYSTONE ELEMENTARY PTA | ||||||||
| 300 VILLAGE ST | BIRMINGHAM | AL | 35242 | NONE | PC | GENERAL OPERATING BUDGET | $675 | |
| GWCCA | ||||||||
| 267 MARIETTA ST NW | ATLANTA | GA | 30313 | NONE | PC | GENERAL OPERATING BUDGET | $50,000 | |
| HAND IN PAW | ||||||||
| 617 38TH STREET SOUTH | BIRMINGHAM | AL | 35222 | NONE | PC | GENERAL OPERATING BUDGET | $16,000 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| HARVARD BUSINESS SCHOOL | BOSTON | MA | 02163 | NONE | PC | GENERAL OPERATING BUDGET | $310,000 | |
| HEART GALLERY ALABAMA | ||||||||
| 3100 INDEPENDENCE DR STE 200 | BIRMINGHAM | AL | 35209 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| HEFLIN BAPTIST CHURCH | ||||||||
| 155 ALMON STREET | HEFLIN | AL | 35264 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| HELLENIC MINISTRIES | ||||||||
| 25W560 GENEVA RD STE 5 | CAROL STREAM | IL | 60188 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| HIGHLANDS SCHOOL | ||||||||
| 4901 OLD LEEDS RD | BIRMINGHAM | AL | 35213 | NONE | PC | GENERAL OPERATING BUDGET | $30,000 | |
| HOLTON COMMUNITY HOSPITAL FOUNDATION | ||||||||
| 1110 COLUMBINE DRIVE | HOLTON | KS | 66436 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| HOLY FAMILY CATHOLIC HIGH SCHOOL | ||||||||
| 2001 19TH STREET ENSLEY | BIRMINGHAM | AL | 352182097 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| HOPE INSTITUTE | ||||||||
| PO BOX 530491 | MOUNTAIN BROOK | AL | 35253 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| HUFFMAN HIGH SCHOOL | ||||||||
| 950 SPRINGVILLE ROAD | BIRMINGHAM | AL | 35215 | NONE | PC | GENERAL OPERATING BUDGET | $500 | |
| INNOVATION DEPOT INC | ||||||||
| 1500 1ST AVE N | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| INTERNATIONAL TENNIS HALL OF FAME | ||||||||
| 194 BELLUVUE AVENUE | NEWPORT | RI | 02840 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| JAMES LEWIS TENNIS SCHOLARSHIP FOUNDATION | ||||||||
| PO BOX 1902 | BIRMINGHAM | AL | 35201 | NONE | PC | GENERAL OPERATING BUDGET | $500 | |
| JDRF | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING BUDGET | $300 | |
| JEFFERSON STATE COMMUNITY COLLEGE | ||||||||
| 2601 CARSON ROAD | BIRMINGHAM | AL | 35215 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| JERRY PATE NATIONAL INTERCOLLEGIATE | ||||||||
| 604 28TH STREET NORTH | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| JONATHAN MONTESSORI SCHOOL | ||||||||
| 112090 HUNDERTMARK ROAD | CHASKA | MN | 55318 | NONE | PC | GENERAL OPERATING BUDGET | $600 | |
| JONES VALLEY TEACHING FARM | ||||||||
| 701 25TH ST N | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $52,000 | |
| JOURNEY FORWARD | ||||||||
| 5 SHAWMUT RD | CANTON | MA | 02021 | NONE | PC | GENERAL OPERATING BUDGET | $50,000 | |
| JUNIOR ACHIEVEMENT OF GREATER BRIMINGHAM | ||||||||
| PO BOX 19307 | BIRMINGHAM | AL | 35219 | NONE | PC | GENERAL OPERATING BUDGET | $5,719 | |
| JUNIOR ACHIEVEMENT OF SOUTHEAT TEXAS | ||||||||
| PO BOX 48698157 | HOUSTON | TX | 77210 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| JUNIOR LEAGUE OF BIRMINGHAM | ||||||||
| 216 AQUARIUS DR | BIRMINGHAM | AL | 35209 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| KING CITY R-1 SCHOOL DISTRICT | ||||||||
| 300 NORTH GRAND | KING CITY | MD | 64463 | NONE | PC | GENERAL OPERATING BUDGET | $250 | |
| KINGS HOME | ||||||||
| 221 KINGS HOME DRIVE | CHELSEA | AL | 35043 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| LAURA CRANDALL BROWN FOUNDATION | ||||||||
| 3150 LORNA ROAD 410 | HOOVER | AL | 35216 | NONE | PC | GENERAL OPERATING BUDGET | $500 | |
| LEADERSHIP ALABAMA | ||||||||
| PO BOX 631 | MONTGOMERY | AL | 36101 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| MADE4ME | ||||||||
| 5705 BARHAM CROSSING DR | WAKE FOREST | NC | 27587 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| MAKE-A-WISH-FOUNDATION | ||||||||
| 400 VESTAVIA PARKWAY SUITE 402 | VESTAVIA HILLS | AL | 35216 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| MALACHI WILKERSON MIDDLE SCHOOL | ||||||||
| 116 11TH CT W | BIRMINGHAM | AL | 35204 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| MARCH OF DIMES | ||||||||
| 6202 S LEWIS AVE | TULSA | OK | 74136 | NONE | PC | GENERAL OPERATING BUDGET | $178 | |
| MOUNTAIN BROOK CITY SCHOOLS FOUNDATION | ||||||||
| 32 VINE STREET | BIRMINGHAM | AL | 35213 | NONE | PC | GENERAL OPERATING BUDGET | $180 | |
| MOUNTAIN BROOK FRATERNAL ORDER OF POLICE | ||||||||
| PO BOX 130362 | BIRMINGHAM | AL | 35213 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| MOUNTAIN BROOK JUNIOR SPARTAN PTO | ||||||||
| 217 COUNTRY CLUB PARK PMB 331 | BIRMINGHAM | AL | 35213 | NONE | PC | GENERAL OPERATING BUDGET | $100 | |
| M-POWER MINISTRIES | ||||||||
| 4022 4TH AVENUE SOUTH | BIRMINGHAM | AL | 35222 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1101 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING BUDGET | $1,500 | 220 |
| NATIONAL FOUNDATION FOR JUDICIAL EXCELLENCE | ||||||||
| 222 SOUTH RIVERSIDE PLAZA SUITE | CHICAGO | IL | 60606 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | 1870 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 813 SHADES CREEK PARKWAY SUITE 100B | BIRMINGHAM | AL | 35209 | NONE | PC | GENERAL OPERATING BUDGET | $10,900 | |
| NEW GATE TO PEACE FOUNDATION | ||||||||
| PO BOX 743210 | ATLANTA | GA | 30384 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| NORTH FOREST PINES ES PTA | ||||||||
| 11501 FOREST PINES DR | RALEIGH | NC | 27614 | NONE | PC | GENERAL OPERATING BUDGET | $300 | |
| ONE PLACE METRO ALABMA FAMILY JUSTICE CENTER | ||||||||
| 1135 14TH AVENUE S | BIRMINGHAM | AL | 35205 | NONE | PC | GENERAL OPERATING BUDGET | $10,500 | |
| OSSIE WARE MITCHELL MIDDLE SCHOOL | ||||||||
| 501 81ST STREET SOUTH | BIRMINGHAM | AL | 35206 | NONE | PC | GENERAL OPERATING BUDGET | $1,500 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVE 1500 | MANHATTAN BEACH | CA | 90266 | NONE | PC | GENERAL OPERATING BUDGET | $500 | |
| PARCA | ||||||||
| 800 AIRPORT BLVD SUITE 320 | BURLINGAME | CA | 94010 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| PLANET WORD MUSEUM | ||||||||
| 1300 I STREET NW SUITE 400E | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING BUDGET | $50,000 | |
| PONY EXPRESS COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| PO BOX 8157 | ST JOSEPH | MO | 64508 | NONE | PC | GENERAL OPERATING BUDGET | $500 | |
| PRE-SCHOOL PARTNERS | ||||||||
| 3736 MONTROSE ROAD | BIRMINGHAM | AL | 35213 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| PROJECT ACCESS | ||||||||
| 901 18THSTREET SOUTH | BIRMINGHAM | AL | 35205 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| QUEST | ||||||||
| 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| RAMSEY HIGH SCHOOL | ||||||||
| 1800 13TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | NONE | PC | GENERAL OPERATING BUDGET | $500 | |
| RANGER PTO | ||||||||
| 3701 S BROOKWOOD RD | MOUNTAIN BROOK | AL | 35223 | NONE | PC | GENERAL OPERATING BUDGET | $100 | |
| RESTORATION ACADEMY | ||||||||
| PO BOX 30 | FAIRFIELD | AL | 35064 | NONE | PC | GENERAL OPERATING BUDGET | $50,000 | |
| RIGHT FROM THE START THE BELL CENTER | ||||||||
| PO BOX 590127 | BIRMINGHAM | AL | 35259 | NONE | PC | GENERAL OPERATING BUDGET | $20,000 | |
| RISE AGAINST HUNGER | ||||||||
| 3733 NATIONAL DRIVE SUITE 200 | RALEIGH | NC | 27612 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| ROANOKE ECONOMIC DEVELOPMENT COUNCIL | ||||||||
| 117 CHURCH AVENUE SOUTHWEST | ROANOKE | VA | 24011 | NONE | PC | GENERAL OPERATING BUDGET | $6,000 | |
| SAINT BERNARD PREPATORY SCHOOL | ||||||||
| 1600 SAINT BRENARD AVE SE | CULLMAN | AL | 35055 | NONE | PC | GENERAL OPERATING BUDGET | $100,000 | |
| SALUTING BRANCHES | ||||||||
| 11571 K-TEL DRIVE | MINNETONKA | MN | 55343 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| SALVATION ARMY | ||||||||
| 2100 11TH AVE N | BIRMINGHAM | AL | 35234 | NONE | PC | GENERAL OPERATING BUDGET | $100,000 | |
| SAVING GRACE ANIMALS FOR ADOPTION | ||||||||
| 13400 OLD CREEDMOOR RD | WAKE FOREST | NC | 27587 | NONE | PC | GENERAL OPERATING BUDGET | $700 | |
| SAWYERVILLE DAY CAMP | ||||||||
| 521 20TH STREET NORTH | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| SECOND HELPINGS | ||||||||
| 1121 SOUTHEASTERN AVE | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| SIGMA CHI FOUNDATION | ||||||||
| 1714 HINMAN AVENUE | EVANSTON | IL | 60201 | NONE | PC | GENERAL OPERATING BUDGET | $250 | |
| SIGN RESEARCH FOUNDATION | ||||||||
| 1001 N FAIRFAX STREET SUITE 301 A | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| SMU | ||||||||
| PO BOX 750315 | DALLAS | TX | 75275 | NONE | PC | GENERAL OPERATING BUDGET | $100,000 | |
| SNAP CATS | ||||||||
| 4663 PETALUMA HILL ROAD | SANTA ROSA | CA | 95404 | NONE | PC | GENERAL OPERATING BUDGET | $400 | |
| SOLANO FERAL CAT GROUP | ||||||||
| PO BOX 1221 | SUISUN | CA | 94585 | NONE | PC | GENERAL OPERATING BUDGET | $176 | |
| SPECIAL OLYMPICS MISSOURI-NORTH AREA | ||||||||
| 702 SOUTH WOODBINE ROAD | ST JOSEPH | MO | 64507 | NONE | PC | GENERAL OPERATING BUDGET | $740 | |
| SPRING VALLEY SCHOOL | ||||||||
| 2701 SYDNEY DRIVE | BIRMINGHAM | AL | 35211 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL OPERATING BUDGET | $550 | |
| ST FRANCIS XAVIER SCHOOL | ||||||||
| 145 N WAIOLA AVE | LA GRANGE | IL | 60525 | NONE | PC | GENERAL OPERATING BUDGET | $18,240 | |
| ST KOLBE PUCKETT CENTER FOR HEALING | ||||||||
| 210 N 7TH STREET | SAINT JOSEPH | MO | 64501 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| SUMMIT CHARTER SCHOOL FOUNDATION INC | ||||||||
| PO BOX 2493 | CASHIERS | NC | 28717 | NONE | PC | GENERAL OPERATING BUDGET | $12,500 | |
| TEACH FOR AMERICA NEW YORK | ||||||||
| TEACH FOR AMERICA//PO BOX 398477 | SAN FRANCISCO | CA | 94139 | NONE | PC | GENERAL OPERATING BUDGET | $100,000 | |
| TEACH FOR AMERICA | ||||||||
| 209 S LAKEWOOD AVE | TULSA | OK | 74112 | NONE | PC | GENERAL OPERATING BUDGET | $25,000 | |
| THE ADDICTION PREVENTION COALITION | ||||||||
| 324 COMMONS DR | BIRMINGHAM | AL | 35209 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| THE ALS ASSOCIATION | ||||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| THE ARTHRITIS FOUNDATION | ||||||||
| 1900 W 75TH STREET SUITE 200 | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | GENERAL OPERATING BUDGET | $25 | |
| THE BROOKINGS INSTITUTION | ||||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING BUDGET | $125,000 | |
| THE EXCEPTIONAL FOUNDATION | ||||||||
| 1616 OXMOOR RD | BIRMINGHAM | AL | 35209 | NONE | PC | GENERAL OPERATING BUDGET | $20,000 | |
| THE HELENA SENIORS CENTER | ||||||||
| 222 TUCKER ROAD | HELENA | AL | 35080 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| THE LEARNING TREE | ||||||||
| 101 S DUBOIS STREET | TALLASSEE | AL | 36078 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| THE LITERACY COUNCIL OF AL | ||||||||
| 2301 1ST AVE N STE 102 | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | |
| THE LOVELADY CENTER | ||||||||
| 7916 2ND AVENUE SOUTH | BIRMINGHAM | AL | 35206 | NONE | PC | GENERAL OPERATING BUDGET | $25,000 | |
| THE MIKE SLIVE FOUNDATION | ||||||||
| PO BOX 530748 | BIRMINGHAM | AL | 35253 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| THE NAFA FOUNDATION | ||||||||
| 125 VILLAGE BLVD SUITE 200 | PRINCETON | NJ | 08540 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| THE OVERTON PROJECT ON BEHLAF OF BIRMINGAM TALKS | ||||||||
| PO BOX 1476 | BIRMINGHAM | AL | 35201 | NONE | PC | GENERAL OPERATING BUDGET | $50,000 | |
| THE SALVATION ARMY | ||||||||
| 2015 26TH AVENUE NORTH | BIRMINGHAM | AL | 35234 | NONE | PC | GENERAL OPERATING BUDGET | $8,192 | |
| THE WORLD GAMES | ||||||||
| 950 22ND STREET NORTH SUITE 600 | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $300,000 | |
| TOE RIVER ARTS COUNCIL | ||||||||
| 102 WEST MAIN STREET | BURNSVILLE | NC | 28714 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| TREE FUND | ||||||||
| 552 SOUTH WASHINGTON STREET 109 | NAPERVILLE | IL | 60540 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| UAB ATHLETICS FOUNDATION | ||||||||
| 617 13TH ST S | BIRMINGHAM | AL | 35233 | NONE | PC | GENERAL OPERATING BUDGET | $20,000 | |
| UAB DEPARTMENT OF MEDICINE | ||||||||
| BDB 420F 1720 2ND AVENUE SOUTH ATTN | BIRMINGHAM | AL | 35294 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | UAB CENTER FOR PALLIATIVE SUPPORT C |
| UAB SCHOOL OF MEDICINE | ||||||||
| 1720 2ND AVE SOUTH AB 1230 | BIRMINGHAM | AL | 35294 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| UAB | ||||||||
| 1720 2ND AVENUE SOUTH | BIRMINGHAM | AL | 35294 | NONE | PC | GENERAL OPERATING BUDGET | $1,000,000 | |
| UGA FOUNDATION | ||||||||
| ACADEMIC BLDG | ATHENS | GA | 30602 | NONE | PC | GENERAL OPERATING BUDGET | $100,000 | |
| UNITED FUND OF SURRY | ||||||||
| 137 MOORE AVENUE | MT AIRY | NC | 27030 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| UNITED WAY MID-WEST | ||||||||
| 910 N 11TH STREET | ST LOUIS | MO | 63101 | NONE | PC | GENERAL OPERATING BUDGET | $25,000 | |
| UNITED WAY OF CENTRAL ALABAMA | ||||||||
| 3600 8TH AVENUE SOUTH | BIRMINGHAM | AL | 35232 | NONE | PC | GENERAL OPERATING BUDGET | $59,770 | |
| UNITED WAY OF E-TOWN | ||||||||
| 640 NORTH MAIN STREET | ELIZABETHTOWN | KY | 42701 | NONE | PC | GENERAL OPERATING BUDGET | $15,000 | |
| UNITED WAY OF GRANVILLE COUNTY | ||||||||
| 129 COLLEGE STREET | OXFORD | NC | 27565 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| UNITED WAY OF ROANOKE | ||||||||
| 325 CAMPBELL AVENUE SW | ROANOKE | VA | 24016 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| UNIVERSITY OF ALABAMA | ||||||||
| THE UNIVERSITY OF ALABAMA | TUSCALOOSA | AL | 35487 | NONE | PC | GENERAL OPERATING BUDGET | $100 | |
| UNIVERSITY OF ALABAMA-BLACKBURN INSTITUTE | ||||||||
| 203 ROSE ADMINISTRATION BUILDING | TUSCALOOSA | AL | 35487 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | BOX 870 100 |
| URBAN HOPE DEVELOPMENT | ||||||||
| PO BOX 53 | FAIRFIELD | AL | 35064 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| USA FIELD HOCKEY | ||||||||
| 5540 NORTH ACADEMY BOULEVARD SUITE | COLORADO SPRINGS | CO | 80918 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 | 100 |
| VENTURE FOR AMERICA INC | ||||||||
| 40 W 29TH ST RM 301 | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING BUDGET | $30,000 | |
| VINCENT ACADEMY OF THE ADVENTURE | ||||||||
| 7473 FOREST OAKS BLVD | SPRING HILL | FL | 34606 | NONE | PC | GENERAL OPERATING BUDGET | $5,000 | |
| VOICES FOR ALABAMA'S CHILDREN | ||||||||
| PO BOX 4576 | MONTGOMERY | AL | 36103 | NONE | PC | GENERAL OPERATING BUDGET | $15,000 | |
| VOLUNTEERS IN MEDICINE | ||||||||
| 41 E DUVAL STREET | JACKSONVILLE | FL | 32202 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| WAIT HOUSE | ||||||||
| 10-12 WAIT STREET | GLENS FALLS | NY | 12801 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| WESTMINSTER PRESBYTERIAN CHURCH | ||||||||
| PO BOX 381051 | BIRMINGHAM | AL | 35238 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| WOODLAWN FOUNDATION | ||||||||
| 3800 COLONNADE PARKWAY STE 430 | BIRMINGHAM | AL | 35243 | NONE | PC | GENERAL OPERATING BUDGET | $50,000 | |
| YMCA OF BIRMINGHAM | ||||||||
| 2401 20TH PLACE SOUTH | BIRMINGHAM | AL | 35223 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| YMCA OF GREATER BIRMINGHAM-CAMPY COSBY | ||||||||
| 2401 20TH PLACE SOUTH | BIRMINGHAM | AL | 35223 | NONE | PC | GENERAL OPERATING BUDGET | $500 | |
| YOUNG LIFE MISSOURI | ||||||||
| 2329 S 22ND STREET 102 | ST JOSEPH | MO | 64503 | NONE | PC | GENERAL OPERATING BUDGET | $11,000 | |
| YWCA CENTRAL ALABAMA | ||||||||
| 309 23RD ST N | BIRMINGHAM | AL | 35203 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,276,420 | 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 | $1,829,695 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,799 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $500,738 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,799 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,330,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,340,232 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GLOBAL RENTAL COMPANY | ||||||
| 1 | 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | $10,000,000 | Yes (X) |
| LEE J STYSLINGER JR | ||||||
| 2 | 210 INVERNESS CENTER DRIVE | BIRMINGHAM | AL | 35242 | $46,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,270 | Amt |
| Net Investment Income | $4,318 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,952 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIRBUS | $355,557 | $609,289 |
| ADVANCE AUTO PARTS INC | $272,984 | $328,168 |
| ALPHABET INC | $331,474 | $478,653 |
| AMAZON.COM | $404,486 | $417,612 |
| CHARTER COMMUNICATIONS INC | $412,445 | $516,125 |
| COMCAST CORP | $369,537 | $406,529 |
| DANAHER CORPORATION | $355,332 | $669,019 |
| FACEBOOK INC | $329,097 | $384,433 |
| LABORATORY CORP | $355,359 | $384,524 |
| LOWES COMPANIES INC | $355,245 | $564,908 |
| MICROSOFT CORP | $266,387 | $571,189 |
| SHERWIN WILLIAMS CO | $298,597 | $523,435 |
| TRANSDIGM GROUP INC | $251,123 | $538,720 |
| US FOODS HLDG CORP | $298,094 | $441,940 |
| UNITED HEALTH GROUP | $377,543 | $454,787 |
| ISHARES CORE S&P SMALL | $5,034,771 | $5,836,095 |
| ISHARES RUSSELL 2000 | $5,032,291 | $5,925,665 |
| VANGUARD REAL ESTATE | $9,742,720 | $10,630,819 |
| VANGUARD DEVELOPED MKTS | $8,827,799 | $10,059,000 |
| VANGUARD EMRG MKTS | $2,146,723 | $2,406,842 |
| VANGUARD 500 INDEX FD | $22,998,662 | $35,358,557 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,790,848 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,795,692 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COSTANOA VENTURE CAPITAL I, LP | AT COST | $72,331 | $1,241,669 |
| CENTENNIAL REAL ESTATE FUND IV | AT COST | $425,795 | $425,795 |
| CLEARVUE PARTNERS II LTD. | AT COST | $1,595,378 | $2,196,379 |
| COATUE OFFSHORE FUND, LTD. | AT COST | $2,000,000 | $2,733,526 |
| CENTENNIAL REAL ESTATE FUND V | AT COST | $925,417 | $925,417 |
| STONE RIDGE REINSURANCE RISK PREMIUM INTERVAL FUND | AT COST | $722,290 | $629,500 |
| COSTANOA VENTURES OPPORTUNITY FUND, LP | AT COST | $717,337 | $854,794 |
| FORAGER FUND, LP | AT COST | $1,000,000 | $1,172,288 |
| KNOLL VENTURES FUND I | AT COST | $152,167 | $123,011 |
| MCF3A | AT COST | $468,032 | $468,032 |
| SILVER LAKE ALPINE (OFFSHORE) LP | AT COST | $2,760,161 | $2,671,838 |
| HARDINGE (PRIVET CAPITAL) | AT COST | $2,000,000 | $2,632,079 |
| BREP EUROPE VI LP | AT COST | $92,525 | $56,494 |
| KEMMONS WILSON HOSPITALITY PARTNERS LP | AT COST | $822,904 | $818,342 |
| CENTENNIAL REAL ESTATE FUND VI | AT COST | $457,665 | $457,665 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE - BREP EUROPE VI LP | $70 |
| BOOK/TAX DIFFERENCE - CLEARVUE PARTNERS II | $462,031 |
| BOOK/TAX DIFFERENCE - FORAGER FUND, L.P. | $186,593 |
| BOOK/TAX DIFFERENCE - KNOLL VENTURES | $218 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEE FOR CHECKS | $725 | $363 | $362 |
| BANK SERVICE FEE | $731 | $731 | $0 |
| INVESTMENT FEES - FROM PASSTHROUGH | $145,822 | $145,822 | $0 |
| CENTENNIAL REAL ESTATE FUND III, LP | $60,841 | $0 | $0 |
| CENTENNIAL REAL ESTATE FUND IV, LP | $30,961 | $0 | $0 |
| CENTENNIAL REAL ESTATE FUND V, LP | $61,317 | $0 | $0 |
| CENTENNIAL REAL ESTATE FUND VI, LP | $29,720 | $0 | $0 |
| KWHP | $62,573 | $0 | $0 |
| MCF3A | $12 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORAGER FUND, LP | Desc |
| Revenue And Expenses Per Books | $9,799 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,799 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (7 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE - CENTENNIAL REAL ESTATE FUND III, LP | $1,296 |
| BOOK/TAX DIFFERENCE - CENTENNIAL REAL ESTATE FUND IV, LP | $5,986 |
| BOOK/TAX DIFFERENCE - CENTENNIAL REAL ESTATE FUND V, LP | $46,485 |
| BOOK/TAX DIFFERENCE - CENTENNIAL REAL ESTATE FUND VI, LP | $17,944 |
| BOOK/TAX DIFFERENCE - COSTANOA VENTURES OPPORTUNITY FUND, LP | $71 |
| BOOK/TAX DIFFERENCE - KEMMONS WILSON HOSPITALITY PARTNERS, LP | $81 |
| BOOK/TAX DIFFERENCE - OTHER | $763,637 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES - ATLANTA CONSULTING GROUP | $29,745 | $29,745 | $0 |
| ADVISORY FEES - FIDELITY | $60,843 | $60,843 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA INCOME TAX | $10 | $10 | $0 |
| FEDERAL INCOME TAX 2018 | $4,500 | $0 | $0 |
| FEDERAL INCOME TAX 2019 | $18,756 | $0 | $0 |
| FOREIGN | $1,435 | $1,435 | $0 |
| OTHER STATE TAXES | $1,273 | $1,273 | $0 |
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