PETE M HANNA CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PETE M HANNA CHARITABLE FOUNDATION (EIN 27-4342216)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-29
- IRS object ID
- 201931199349100203
- 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
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-29T09:04:39-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ACTON ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274342216 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETE M HANNA CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 2057801111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4527 SOUTHLAKE PARKWAY | AddressLine1Txt |
| City | HOOVER | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352443238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETE M HANNA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2057801111 | PhoneNum |
| Signature | 2019-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN RANDOLPH | PreparerPersonNm |
| PTIN | P00989558 | PTIN |
| Phone | 2059794100 | PhoneNum |
| Preparation | 2019-04-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.136.244.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-16 | IPDt |
| IP Tm | 10:59:26 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 647B4B52B2683D6658376F86114D7345A06982BE | AtSubmissionFilingDeviceId |
| 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 | $3,515,835 | 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 | $3,001,120 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,867 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,867 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,002,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,867 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,091 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $546 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $546 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $419 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,256 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,256 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,897,773 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,897,773 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,902,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,256 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,900,029 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,100,705 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,415,130 | CashBOYAmt |
| Cash EOY | $3,515,835 | CashEOYAmt |
| Cash EOYFMV | $3,515,835 | CashEOYFMVAmt |
| Total Assets BOY | $2,415,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,515,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,515,835 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,415,130 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,515,835 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,415,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,515,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,415,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,515,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,415,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,100,705 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,515,835 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,515,835 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,086,065 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,960,835 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.779145 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,184,451 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,861,883 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.449301 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,225,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,459,252 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.499041 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,053,178 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,080,804 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.341852 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $818,219 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,530,127 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.323390 | DistributionYr5Rt |
| Total Distribution | 2.392729 | TotalDistributionRt |
| Average Distribution | 0.478546 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,855,177 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $887,788 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $887,788 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,900,029 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JERRY D KIMBROUGH CPA | IndividualWithBooksNm |
| Phone | 2058205200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4527 SOUTHLAKE PARKWAY | AddressLine1Txt |
| City | HOOVER | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35244 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| PETE M HANNA | ||||||||
| 4527 SOUTHLAKE PARKWAY | HOOVER | AL | 352443238 | PRESIDENT/DIRECTOR | 8.00 | $0 | $0 | $0 |
| JERRY D KIMBROUGH | ||||||||
| 4527 SOUTHLAKE PARKWAY | HOOVER | AL | 352443238 | TREASURER/DIRECTOR | 0.00 | $0 | $0 | $0 |
| DENSON N FRANKLIN III | ||||||||
| 4527 SOUTHLAKE PARKWAY | HOOVER | AL | 352443238 | SECRETARY | 0.00 | $0 | $0 | $0 |
| RANDALL S RAIFORD | ||||||||
| 4527 SOUTHLAKE PARKWAY | HOOVER | AL | 352443238 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| JAMES MARSHALL AKINS | ||||||||
| 4527 SOUTHLAKE PARKWAY | HOOVER | AL | 352443238 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOHN R SIMPSON | ||||||||
| 4527 SOUTHLAKE PARKWAY | HOOVER | AL | 352443238 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,883,428 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,883,428 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,883,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,251 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,855,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,759 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $92,759 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,759 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,759 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,900,029 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,900,029 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,900,029 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,759 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $691,723 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $899,166 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,002,437 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,941,373 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,888,023 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,422,722 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,900,029 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,759 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,807,270 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,229,992 | 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 | $691,723 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,538,269 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $899,166 | ExcessFromYear4Amt |
| Excess From Year3 | $2,002,437 | ExcessFromYear3Amt |
| Excess From Year2 | $1,941,373 | ExcessFromYear2Amt |
| Excess From Year1 | $2,888,023 | ExcessFromYear1Amt |
| Excess From Current Year | $1,807,270 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADOPT A GOLDEN BIRMINGHAM | |||||||
| PO BOX 361753 | BIRMINGHAM | AL | 35236 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $2,000 | |
| ALABAMA HERITAGE | |||||||
| PO BOX 870342 | TUSCALOOSA | AL | 35487 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIPS | $5,000 | |
| ALABAMA KIDNEY FOUNDATION | |||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $1,000 | |
| ALABAMA-NORTHWEST FLORIDA PGA GOLF FOUNDATION | |||||||
| 1300 BALLANTRAE CLUB DRIVE | PELHAM | AL | 35124 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PUBLIC CHARITY | HEART BALL IN SUPPORT OF PROGRAMS | $3,000 | |
| ANIMAL HELPER | |||||||
| 3131 MUSIC ST | NEW ORLEANS | LA | 70122 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $1,000 | |
| BANKS ACADEMY | |||||||
| PO BOX 590049 | BIRMINGHAM | AL | 35259 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIPS | $5,000 | |
| BARBER VINTAGE MOTORSPORTS MUSEUM | |||||||
| 6030 BARBER MOTORSPORTS PARKWAY | LEEDS | AL | 35094 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $10,000 | |
| BIG OAK RANCH INC | |||||||
| PO BOX 507 | SPRINGVILLE | AL | 35146 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $543,800 | |
| BIRMINGHAM METRO ALUMNI ASSN OF PI KAPPA ALPHA | |||||||
| PO BOX 380864 | BIRMINGHAM | AL | 352380864 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $250 | |
| BIRMINGHAM ZOO INC | |||||||
| 2630 CAHABA ROAD | BIRMINGHAM | AL | 35223 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $5,000 | |
| CAMP SMILE-A-MILE | |||||||
| PO BOX 550155 | BIRMINGHAM | AL | 35255 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIPS | $5,000 | |
| CHILDREN'S HARBOR | |||||||
| 1001 CHILDRENS HWY | ALEXANDER CITY | AL | 35010 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIPS | $2,000 | |
| COAST GUARD FOUNDATION | |||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIPS | $5,000 | |
| COMMUNITY KITCHENS | |||||||
| 1204 SOUTH 12TH STREET | BIRMINGHAM | AL | 35205 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $10,000 | |
| CRIME STOPPERS OF METRO ALABAMA | |||||||
| 2121 REV ABRAHAM WOODS JR BLVD BOX | BIRMINGHAM | AL | 35203 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $10,000 | 8 |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $1,000 | |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 914991964 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $5,000 | |
| EAGLE FORUM | |||||||
| 200 W 3RD ST | ALTON | IL | 62002 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $2,250 | |
| EXCEPTIONAL FOUNDATION | |||||||
| 16 OXMOOR ROAD | BIRMINGHAM | AL | 35209 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $5,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIP AND DEVELOPMENT PROGRAMS | $16,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES (BIRMINGHAM) | |||||||
| PO BOX 59267 | BIRMINGHAM | AL | 35259 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIP AND DEVELOPMENT PROGRAMS | $25,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES (TUSCALOOSA) | |||||||
| PO BOX 70155 | TUSCALOOSA | AL | 35407 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIP AND DEVELOPMENT PROGRAMS | $30,000 | |
| FIRST BAPTIST CHURCH OF PANAMA CITY | |||||||
| PO BOX 1200 | PANAMA CITY | FL | 32402 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $50,000 | |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $1,000 | |
| GREATER BIRMINGHAM HUMANE SOCIETY | |||||||
| 300 SNOW DR | BIRMINGHAM | AL | 35209 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $45,000 | |
| HABITAT FOR HUMANITY GREATER BIRMINGHAM | |||||||
| 4408 LLOYD NOLAND PARKWAY | FAIRFIELD | AL | 35064 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $5,000 | |
| HAND IN PAW | |||||||
| 617 38TH STREET SOUTH | BIRMINGHAM | AL | 35222 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $25,000 | |
| HELEN KELLER FOUNDATION FOR RESEARCH AND EDUCATION | |||||||
| 1201 11TH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIPS | $100,000 | |
| HERCHOICE | |||||||
| 2120 7TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $51,750 | |
| IMMANUEL COUNSELING MINISTRIES | |||||||
| 1929 CANYON ROAD | BIRMINGHAM | AL | 35216 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $5,000 | |
| JACKSON OLIN HIGH SCHOOL | |||||||
| 1300 AVENUE SOUTH | ENSLEY | AL | 35218 | PUBLIC CHARITY | FUNDING OF FOOTBALL PROGRAM | $7,600 | |
| JOEL OSTEEN MINISTRIES | |||||||
| PO BOX 4271 | HOUSTON | TX | 77210 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $50,000 | |
| LAKESHORE FOUNDATION | |||||||
| 4000 RIDGEWAY DRIVE | BIRMINGHAM | AL | 35209 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $10,000 | |
| LOVELADY CENTER | |||||||
| 7916 2ND AVENUE SOUTH | BIRMINGHAM | AL | 35206 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $5,000 | |
| MAGIC MOMENTS | |||||||
| 1600 7TH AVE SOUTH | BIRMINGHAM | AL | 35233 | PUBLIC CHARITY | HELPING CHILDREN WITH CHRONIC LIFE-THREATENING ILLNESSES | $2,500 | |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| PO BOX 43009 | BIRMINGHAM | AL | 35243 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $5,000 | |
| NATIONAL ASSOCIATION OF SCHOOL RESOURCE OFFICERS | |||||||
| 2020 VALLEYDALE RD SUITE 207A | HOOVER | AL | 35244 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $3,000 | |
| NEW BETHEL MISSIONARY BAPTIST CHURCH | |||||||
| 6632 KENTUCKY AVENUE SOUTH | BIRMINGHAM | AL | 35212 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $3,000 | |
| NRAILA FREEDOM ACTION FOUNDATION | |||||||
| 11250 WAPLES MILL ROAD | FAIRFAX | VA | 22030 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $250,000 | |
| PEKIN PARK DISTRICT-GENE MILLER SENIOR CITIZEN CENTER | |||||||
| 1701 COURT STREET | PEKIN | IL | 61554 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $3,000 | |
| PEKIN POLICE FOUNDATION | |||||||
| 111 S CAPITOL | PEKIN | IL | 61554 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $1,000 | |
| RESTORATION ACADEMY | |||||||
| PO BOX 30 | FAIRFIELD | AL | 35064 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIPS | $1,000 | |
| RISE CAPSTONE FOUNDATION | |||||||
| BOX 870305 | TUSCALOOSA | AL | 35487 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIP AND DEVELOPMENT PROGRAMS | $80,000 | |
| SAMFORD ATHLETICS | |||||||
| 800 LAKESHORE DRIVE | BIRMINGHAM | AL | 35229 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIP AND DEVELOPMENT PROGRAMS | $8,000 | |
| SAMFORD LEGACY LEAGUE | |||||||
| 800 LAKESHORE DRIVE | HOMEWOOD | AL | 35229 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $2,500 | |
| SAMFORD UNIVERSITY | |||||||
| 800 LAKESHORE DRIVE | BIRMINGHAM | AL | 35229 | PUBLIC CHARITY | FUNDING OF SCHOLARSHIPS AND DEVELOPMENT | $150,573 | |
| SECOR | |||||||
| 9650 JORDAN ROAD | PARKER | CO | 80134 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $4,500 | |
| SERVICE GUILD OF BIRMINGHAM | |||||||
| 1700 29TH CT S | BIRMINGHAM | AL | 35209 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $3,000 | |
| SHADE MEMORIAL YOUTH CAMP | |||||||
| PO BOX 1077 | PEKIN | IL | 61555 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $300 | |
| SOUTHEAST LAW INSTITUTE | |||||||
| 1200 CORPORATE DRIVE STE 107 | BIRMINGHAM | AL | 35242 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $12,000 | |
| TAPS ANIMAL SHELTER | |||||||
| 100 TAPS LANE | PEKIN | IL | 61554 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $8,000 | |
| THE BELL CENTER | |||||||
| 914 OAK GROVE ROAD | HOMEWOOD | AL | 35209 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $250,000 | |
| THE GENTS INC | |||||||
| PO BOX 222 | PANAMA CITY | FL | 32402 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $250 | |
| THE SALVATION ARMY BIRMINGHAM AREA COMMAND | |||||||
| 2100 11TH AVE NORTH | BIRMINGHAM | AL | 35234 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $10,000 | |
| THE SALVATION ARMY OF PANAMA CITY | |||||||
| 1824 W15TH STREET | PANAMA CITY | FL | 32401 | PUBLIC CHARITY | SUPPORT OF HURRICANE RELIEF | $50,000 | |
| YOUNG BUSINESS LEADERS OF BIRMINGHAM | |||||||
| 2310 BRIARWOOD TRACE | BIRMINGHAM | AL | 35243 | PUBLIC CHARITY | SUPPORT OF PROGRAMS | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,897,773 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,867 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,867 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,867 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANNA STEEL CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4527 SOUTHLAKE PARKWAY | AddressLine1Txt |
| City | HOOVER | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,001,120 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,091 | LegalFeesAmt |
| Net Investment Income | $546 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $546 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $419 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $210 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $210 | DisbursementsCharitablePrpsAmt |
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