Dorothy Beiser Cain Charitable Trust: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- Dorothy Beiser Cain Charitable Trust (EIN 43-1990704)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349101405
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T08:08:56-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454333899 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GKSR PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16250 Knoll Trail Drive Suite 207 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431990704 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dorothy Beiser Cain Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 2519288882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 551 | AddressLine1Txt |
| City | Fairhope | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36533 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth Cain | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ken Gabelmann | PreparerPersonNm |
| PTIN | P00366159 | PTIN |
| Phone | 9722503399 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $247,799 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,361 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,361 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,169 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,169 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,662 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,294 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,824 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,075 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,263 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,263 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,263 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $145 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $145 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,408 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,408 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,416 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,132 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,543 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $15,109 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,414 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,343 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $117,322 | CorporateStockBOYAmt |
| Corporate Stock EOY | $105,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $112,303 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $58,595 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $61,169 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $60,304 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $63,125 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $56,761 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,860 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,996 | OtherAssetsBOYAmt |
| Other Assets EOY | $446 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $446 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $266,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $245,620 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $247,799 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $266,279 | RetainedEarningBOYAmt |
| Retained Earning EOY | $245,620 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $266,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $245,620 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $266,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $245,620 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $266,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,659 | ExcessRevenueOverExpensesAmt |
| Subtotal | $245,620 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $245,620 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publically Traded Securities | P | 2018-12-01 | 2018-12-31 | $21,797 | $23,056 | -$1,259 | -$1,259 |
| Publically Traded Securities | P | 2018-12-01 | 2018-12-31 | $10 | $10 | ||
| Publically Traded Securities | P | 2010-12-01 | 2018-12-31 | $54,285 | $46,103 | $8,182 | $8,182 |
| Publically Traded Securities | P | 2010-12-01 | 2018-12-31 | $10,425 | $10,199 | $226 | $226 |
| Publically Traded Securities | P | 2018-12-01 | 2018-12-31 | $11 | $11 | $11 | |
| Publically Traded Securities | P | 2010-12-01 | 2018-12-31 | $134 | $134 | $134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,294 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,248 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,470 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $281,535 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.02298 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,273 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $277,858 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07656 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,979 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $298,489 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08704 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,108 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $306,630 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06558 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,086 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $296,665 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05422 | DistributionYr5Rt |
| Total Distribution | 0.306377 | TotalDistributionRt |
| Average Distribution | 0.061275 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $270,424 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,570 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $104 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,338 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $104 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $104 | SubtotalAmt |
| Tax Based On Investment Income | $104 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $104 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth Cain | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2519288882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 Plantation Pointe 259 | AddressLine1Txt |
| City | Fairhope | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth C Cain | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 Plantation Point 259 | AddressLine1Txt |
| City | Fairhope | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $266,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $274,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $274,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $270,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,521 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $104 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $104 | TotalTaxAmt |
| Distributable Before Adj | $13,417 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,417 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,417 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,338 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,338 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $104 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,234 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,417 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,727 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,210 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,447 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,614 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $25,998 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,338 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,417 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,921 | RemainingDistriFromCorpusAmt |
| Total Corpus | $48,919 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,727 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,210 | ExcessFromYear4Amt |
| Excess From Year3 | $11,447 | ExcessFromYear3Amt |
| Excess From Year2 | $7,614 | ExcessFromYear2Amt |
| Excess From Current Year | $22,921 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Marietta Johnson Museum | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S School St | AddressLine1Txt |
| City | Fairhope | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | Exempt | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | To assist in maintenance and upkeep | GrantOrContributionPurposeTxt |
| Amt | $30,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,361 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,169 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,294 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,530 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,294 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,824 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,075 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,075 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | No filing required for the State of Alabama. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Interest | $517 | $707 | $707 |
| Dividends Receivable | $33 | ||
| Dividends Receivable | $54 | $33 | |
| Net Gain Receivable | $1,425 | -$294 | -$294 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $5,263 | Amt |
| Net Investment Income | $5,263 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,263 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid | CategoryTxt |
| Amt | $145 | Amt |
| Net Investment Income | $145 | NetInvestmentIncomeAmt |
Comments